The best thing about these unexpected green crypto days is when I see some older CT folks who, even though they made everything they have thanks to crypto, viciously shit on crypto and keep bear or even doom posting about it. Their predictions about crypto being dead keep being proven incorrect, they keep coming back with their tail between their legs and post like nothing happened. But they seethe and wish their doom posts come true. I don't get it - if you think crypto is done, just move on bro. You're "extremely smart" and I am sure you will make even more money in your future endeavors. ( YOU WON'T, BECAUSE YOU ARE JUST A DUMB PRICK WHO GOT LUCKY WITH CRYPTO AND SHOULD BE ETERNALLY THANKFUL FOR IT!)

$bat in a small retrace, good spot to buy it around $0.17. A violent repricing is imminent - it fits multiple hot sectors (AI, privacy, agent payments, crypto cards) and circulation supply is = total supply, ergo noone to dump on you. With 120m users, distribution side is solved, now time to execute on the new roadmap and tie it in with a good token value accrual mechanism. This is still a sleeper coin, far from consensus on CT. Just the way we like it, perfect conditions for a big run. I reckon people will wake up to it at $1.

Absolutely the strongest bounce out of all midcaps - $bat And the weekly looks like this. 2x to reach only the previous local top, 10x to ATH. This cycle's runners will be good projects from previous cycles that now have good tokenomics as well (no more unlocks, token value accrual). Higher.

Are they really gonna send algorand:native now that $strk did 150% in a week? Quantum resistant bla bla Pay attention, could be a quick 2x swing

Patiently waiting for $BAT @AttentionToken to come out with first buyback plans or stats and it's valhalla. 60% up on our entry but that is peanuts for where we're going if they execute right. You got the attention, execute it now!

Now is the time to focus and figure out what will be the mag7 of crypto. The whole world is coming onchain but not to degen ape around but to buy quality. K shaped crypto investing is here. My 5 positions are taken, 2 more to pick from my shortlists.

$Aero finally starting to catch up to $uni. But this is only the beginning because the numbers are completely on aero side. Aerodrome keeps a much larger share of fees as revenue: $7.8M of $11.7M, about two-thirds. Uniswap keeps $11.4M of $142.7M, about 8%. Over 30d, Aerodrome's revenue is about 68% of Uniswap's despite far smaller fees. Uniswap trades at 34x sales, because only a small slice of its fees reaches revenue. Aerodrome trades at 9x, which is cheaper on revenue.

$BAT Since this post, I saw many very good researchers joining the bandwagon after us. Almost 40% up and far from being mentioned often on the timeline. One good post from the team and it will rip hard. This cycle is so much easier - just do solid research and bid stuff that makes sense and has actual users = profit.

With many dino coins having had their runs, one dino cOin did many revamps and should be the next one to run. $BAT It spent 9 years as an ad-rewards token attached to a browser people actually use. Brave browser has 128 million users and BAT v 4.0 roadmap makes the token much more interesting (revealed in July) It adds a Rewards Card (186k+ waitlist), a unified wallet, BravePay, AI-agent payments, and revenue-funded buybacks. ~$0.11, ~+40% in 30d off the Aug low. Supply is fixed at 1.5 billion and essentially fully circulating (~1.496 billion), so there is no unlock overhang. The all-time high was about $1.90–$1.93 in late November 2021.

Since $agency made this crazy run, your job is now to find RH agency. A couple of them out there but $cradle could be the one. Punted some.

Clean 2x on $agency. We need one big runner on it, pumpfun will give it even louder support and it is valhalla then. Don't forget to take profits. P.s. $edge is killing it again.

Will $agency gonna be pushed by pump fun to completely smolder stonk? I see a big chance of that being the case. A bit late to it, but I am adding a lot around $10m. Let's hope it will have a stonk like run. P.s. Still liking $boar. It will have its run eventually. And of course holding $router till we reach $100m. $edge took profits, left a moonbag.

Dipped a lot and making a comeback. One big wallet apes and we are off to the races. It is a matter of time. Dev is stellar, roadmap coming, they did 1m token burn indicating the token is not a memecoin but a vital part of the project. Offline LLM that Vitalik likes. Market is soo slow. $BOAR

$BOAR on Base. A good RR at this mc. Offline AI that runs on your phone with no signal. Vitalik mentioned it as one of the apps he used and liked. Launched on Clanker v4. ~$2.5M MC. $10M+ vol in 24h. App: github.com/rferrari/boar-app Open-source offline AI on Android. Downloads the model once, then airplane mode. Local search. No cloud. No account. It got to 4.4k holders in a day Why it can run: Vitalik bounty for “offline research on your phone” Working APK (v1.0.0) Wikipedia pack on-device @boar_app posting product, not price action Why it can die: He tested apps. He did not launch this coin. No buyback. No app utility for holders. Attention coins fade when the screenshot leaves the timeline.

2 for 2 since our comeback. Hope you listened. Both $ROUTER And $EDGE killing it. Router taking a breather, once the narrative is back to inference and private AI, it will do another 5x considering it's mc is so small.

I think the market agrees. High visibility wallets are gobbling it up, right when they announce their mobile app. $vvv of Solana about to catapult $ROUTER

$ROUTER might be one of the more interesting under-the-radar AI plays on Solana. Think $VVV, but on Solana. It does private AI inference via TEE/Phala enclaves with encrypted prompts that are verifiable on-chain. Mobile app + private trading vault will be launched soon plus MCP plugin and agents in the pipeline 50% of revenue earmarked for $ROUTER buybacks & burns Built by @GhostHash1 under the $SERV ecosystem. Still sitting around $2–4M FDV in the hottest niche of this cycle. The catch? Revenue, adoption and burns still need to be proven at scale. But if the team delivers on the roadmap we have at least 100x on our hands. One to watch as the mobile app rolls out. @SolRouterAI

So many good protocols with revenue and buybacks, low p/s and p/f ratios. One to pay attention to is $EDGE (definitive)

Time for $aero to rerate and catch up with $uni. Uniswap dwarfs Aerodrome in absolute scale (~10x TVL, ~5.7x volume, ~11x fees), but Aerodrome's revenue (30d) is nearly on par ($14.2M vs $15.9M). $aero converts a much larger share of fees into protocol revenue. Aerodrome also trades far cheaper relative to its revenue (P/S 3.9 vs Uniswap's 29.6), while their P/F ratios are similar. Aerodrome's TVL and fees are both growing faster on a 30d basis.

Uniswap makes $1.53b in fees per year, as much as hype and pump combined🔴🔴 Market gives you these opportunities from time to time. $uni is one such opportunity. Infinite size with at least 5x potential. Compared to $hype $pump, $uni is undervalued.