lol
Currently, @lighthouseweb3 is sitting at a $3M market cap. When I first discovered $Orbio, it was around $2M, and just a few days later, it hit $100M.
I believe $LLL could reach $100M someday as well.
lol
Lighthouse just launched $LLL on @virtuals_io, and the product is simple to say and hard to build: memory for AI agents.
You connect over MCP or their SDK, and every memory is stored as a verifiable blob on decentralized storage.
Here is my problem with AI, and probably yours. I work with many models, and each one starts as a stranger. Tell Claude a project brief and ChatGPT has never heard of it. The next coding agent begins from zero. A bigger context window does not help, because the window dies with the session, and memory has to live outside the model.
Projects like Hermes and OpenClaw have solved this in their own corners for a while now. What makes this different is that it is one shared layer over a standard MCP endpoint, so memory belongs to you instead of the app that happens to be open.
The reason I take it seriously is who built it. @LighthouseWeb3 has spent years running decentralized storage on IPFS and Filecoin, and thousands of companies already rely on it, Aethir, SingularityNET and Ocean Protocol among them. Real usage, proven at scale.
The market noticed on day one. $LLL launched yesterday near a $1M valuation and ran to about $7M at the peak, a serious result for a team that has been shipping for years 📈
Memory is the line between an agent that is a demo and an agent that is infrastructure. An agent that cannot prove what it read cannot be audited. An agent that forgets cannot be trusted past one session.
The ones that get this right become the floor everything else stands on.
Betting heavily on projects building that.
ㆍ
RH eco seems to be coming back
$LLL is persistent memory for agents that travels across ChatGPT, Claude and the rest. One save, owned by you, stored on decentralized storage. Live on Robinhood via @virtuals_io
Volume is real and the name is getting attention while the chain has been quiet
Only 25% is circulating so the actual market cap is closer to $1M
0xfC5A5c521C80d8e1d6B5Aee6454B8C9483C91BFf
That's interesting.
Buy as much of this as you can on dips and thank me later - $LLL - @LighthouseWeb3
TL;DR
real team + real product + tier-1 backers + AI-memory narrative, at micro-cap
Thesis:
doxxed founder, ex gitcoin/Fleek - (backed by polychain + coinbase) + LongHashX (Protocol Labs) Filecoin accelerator alum
LLL builds a verifiable persistant memory for AI agents. Agent’s memory is stored on Filecoin, IPFS and Walrus (like a dropbox for agents). This project fits perfectly the DePIN + AI agents/memory + privacy meta.
They've been working 4+ years, SDKs, grants, real users.
About 14.7 TB stored and about 30K users.
Can also share memory in a private way via SEAL encryption.
Token similar to orbio, you stake tokens and get credits for useage.
if orbio went 100M this should to. Remember, as robotics meta evolves, $LLL fits perfectly to allow robotic agents with persistent memory,
+ co-founder of delphi follows
+ coo of robostrategy follows
+ NGC ventures retweeted
+ reppo dev (50M) retweeting
xitter.cf/LighthouseWeb3/status/…
CA: 0xfC5A5c521C80d8e1d6B5Aee6454B8C9483C91BFf
INTERCREW retweeted
🚀 MY AGGRESSIVE ALTCOIN PRICE TARGETS IF BTC HITS $200K 👀🔥
🟢 QUANTUM RESISTANT
$QRL — $5–$10
$CKB — $0.03–$0.06
$QANX — $0.08–$0.20
$NAORIS — $0.15–$0.35
$QTC — $200–$400
🔵 LAYER 1 (L1)
$SOL — $400–$600
$ICP — $40–$80
$KAS — $0.15–$0.30
$SUI — $8–$15
$ALGO — $0.80–$1.50
$INJ — $50–$100
$SEI — $0.50–$1.00
$APT — $20–$40
$PROS — $2–$5
$KTA — $2–$5
🔷 LAYER 2 (L2)
$ARB — $1.50–$3
$OP — $2–$5
$STRK — $1–$2.50
$ZK — $0.30–$0.80
$METIS — $50–$120
$IMX — $3–$6
$MNT — $2–$4
$POL — $0.80–$1.50
$LRC — $0.50–$1
$MANTA — $1–$3
🟣 LAYER 3 (L3)
$XAI — $0.10–$0.30
$DMT — $200–$500
$AIOZ — $1–$3
🔴 REAL-WORLD ASSETS (RWA)
$ONDO — $2–$4
$CFG — $1–$2.50
$ZBCN — $0.01–$0.03
$SYRUP — $1.50–$3
$RE — $0.50–$1.50
$PLUME — $0.15–$0.40
$PENDLE — $10–$20
$CPOOL — $0.50–$1.20
🟩 ROBINHOOD ECOSYSTEM
$PONS — $1–$3
$MANTLE — $2–$4
🟠 ARTIFICIAL INTELLIGENCE (AI)
$TAO — $1,000–$2,000
$QUBIC — $0.00002–$0.00008
$AKT — $10–$25
$SENT — $0.05–$0.15
$FET — $2–$5
$VIRTUAL — $5–$10
$VVV — $20–$50
$TRAC — $3–$8
🟡 PRIVACY
$XMR — $800–$1,500
$ZEC — $300–$700
$ZANO — $20–$50
$ANYONE — $0.50–$2
📌 NARRATIVE TO WATCH
If BTC reaches $200K, L1, L2, L3, AI, RWA, privacy and quantum-resistant projects could benefit from a strong altcoin cycle. However, performance will vary widely.
🔖 BOOKMARK THIS FOR REFERENCE!
⚠️ DISCLAIMER: These targets are speculative estimates, not guaranteed outcomes or financial advice. Actual prices depend on market conditions, token supply, market cap, liquidity and token unlocks.
Always DYOR before investing.
Introducing Grayscale Space and Time Trust $SXT 🪐
@spaceandtime, backed by @M12vc and integrated with @Microsoft Fabric*, connects the power of decentralized blockchains with the speed and flexibility of traditional databases through:
🏢 Enterprise-Readiness: Backed by Microsoft and integrated into Microsoft Fabric*, allowing developers to easily access data from networks like #Bitcoin, @SuiNetwork, and #Ethereum.
🖊️ Proof of SQL: Verifies queries on tamperproof data using zero-knowledge proofs without needing to rerun or reveal underlying data.
⏳ Decentralized + Scalable: Blends blockchain security with traditional database speed and accessibility for reliable, real-time data access.
✅ Verifiable Data: As we enter the new age of AI, transparency is paramount. Space and Time enables verifiable data, helping ensure we can trust the datasets that power AI systems and smart contract applications.
See important disclosures and learn more about the Grayscale Space and Time Trust: grayscale.com/funds/grayscal…
*Source: Space and Time press release, May 20, 2025.
AI+GPU+RWA
The most interesting thing about $GAIB isn’t the price.
GAIB is not another decentralized GPU marketplace.
It is building a financial layer for AI infrastructure.
The project wants to turn real-world AI assets — GPUs, data-center capacity, robotics systems, and energy infrastructure — into verified, tradable, yield-bearing onchain instruments.
That puts it directly at the intersection of AI, RWA, and DeFi.
Instead of only giving users access to compute, GAIB is focused on how that hardware gets financed. Capital can be deployed into AI infrastructure deals, while onchain products represent exposure to those real-world assets and their potential yield.
Its AID and staked AID products are designed around this model, combining stablecoin-style liquidity with a portfolio that includes AI infrastructure financing and treasury reserves.
The upside is huge if GPUs become a true financial asset class. AI demand is growing, and the infrastructure behind it needs enormous amounts of capital.
The risk is equally serious: offchain asset verification, borrower quality, hardware depreciation, and credit risk all matter here.
But this is one of the cleaner ways to play the AI infrastructure narrative without relying only on speculative compute tokens.
Do you think tokenized GPU financing becomes a major RWA category, or is the underwriting risk still too high?
Real-time chart analysis and trade updates in the channel👇
t.me/+w5yjH70uWGY1OTI1
INTERCREW retweeted
$CHIP
This is one of the most interesting AI infrastructure plays I'm watching right now.
Not another:
AI Agent.
AI meme.
AI chatbot.
USD.AI is trying to finance the thing AI actually fucking needs:
GPUs.
AI companies need billions of dollars of compute.
USD.AI turns GPU hardware into collateral and builds an onchain credit market around it.
And the numbers are already getting serious:
$1.2B+ approved facilities.
$2B+ current pipeline.
$225M+ loans executed since launch. (USD.AI)
The thesis is simple:
AI Growth
→ More GPUs
→ More Financing Demand
→ More USD.AI Credit
→ More Protocol Fees
And $CHIP sits directly inside that system.
CHIP holders govern:
Interest rates.
GPU collateral standards.
Risk parameters.
Protocol fees.
Capital allocation.
CHIP can also be staked as a backstop for protocol losses, with rewards sourced from protocol fees and designated incentives. (USD.ai Docs)
That's why I like this narrative.
AI × GPUs × Credit × RWA × Stablecoins
Now look at the valuation:
~$0.058
~$116M market cap
~$578M FDV
~2B / 10B circulating (CoinMarketCap)
And that's where the problem starts.
SUPPLY.
Only around 20% is circulating.
Team and investor allocations have a 1-year cliff followed by 3-year vesting, meaning meaningful long-term dilution is still ahead. (USD.AI)
Also, don't confuse governance over protocol revenue with owning that revenue.
CHIP does not give holders equity, dividends, or an automatic claim on protocol profits. (USD.AI)
So for me:
Project = S
AI Infrastructure = S+
GPU Financing = S+
RWA = S
Product = A+
Revenue Potential = S
Token Utility = A
Value Capture = B
Tokenomics = C
Dilution = D+
Valuation = A
I fucking like USD.AI.
I don't fucking like the remaining $CHIP supply.
But if AI compute demand keeps exploding?
Financing the GPUs could become just as important as owning them.
And at roughly a $116M circulating valuation, that's a narrative I'm willing to keep watching.
Anyone accumulating $CHIP? 👀
Full $CHIP research & setups ↓
t.me/Jus7Degen
INTERCREW retweeted
I just bought some $CHIP on Binance..
thinks it is a good bet on AI money rotating into crypto.. also Yzi labs backed.. pay attention.
basically, @USDai_Official takes stablecoin liquidity and lends it to AI infra companies against real GPUs.
recent loans carry 10-15% rates while sUSDai depositors are currently earning 7.2%.
and it’s already doing numbers:
$492M TVL
$282M lifetime capital deployed
$22.4M cumulative yield
$1.41M fees in the last 30 days
Bullish also just provided a $100M debt facility and sUSDai supply crossed $400M.
meanwhile $CHIP is still around $110M circulating market cap and $550M FDV.
CHIP governs which GPUs are accepted, LTVs, interest rates, fee splits and treasury allocation. it can also be staked as sCHIP to backstop the protocol.
so the thesis itself is pretty simple..
AI companies need GPUs, GPU operators need financing and USD.AI earns as that loan book grows.
$CHIP is the bet that eventually some of that growth reaches the token..
How i see it from here..
> the AI trade has probably peaked for now
new model launches won’t hold the same attention
> a lot of those profits will rotate into crypto
> dips will keep getting bought
> diamond hands will finally work again
already learned my lesson the hard way with $PONS and $CASHCAT
found them early, sold them early and watched them keep going. 😭
INTERCREW retweeted
Circle Ventures가 투자한 코인들이 슬슬 움직이기 시작합니다.
그리고 시기가 묘합니다.
곧 Circle의 Arc 메인넷 출시도 예정돼 있습니다.
아직 ARC 토큰 상장 일정이 확정된 건 아닙니다.
그래서 저는 당분간 Circle Ventures가
실제로 투자한 프로젝트들도 같이 보려고 합니다.
$SUI
$EDGE
$MORPHO
aptos:native
$ZRO
$NEAR
solana:ZBCNpuD7YMXzTHB2fhGkGi78MNsHGLRXUhRewNRm9RU
등등.
전부 사자는 이야기는 아닙니다.
Circle이라는 재료가 시장에서 실제로 힘을 받기 시작한다면
그 돈이 어디로 번지는지를 보는 겁니다.
메타를 먼저 보고
→ 후보군을 추리고
→ 아직 크게 출발하지 않은 차트를 찾겠습니다.
몇 개는 벌써 움직이기 시작했습니다.
다음은 이 후보들 중
제가 실제로 보고 있는 차트부터 하나씩 가져와보겠습니다.
INTERCREW retweeted
最近复盘 $EDGE，早就不是简单的新币空投炒作了✨ @WeexCn
背后的 edgeX 精准踩中今年两大顶级赛道：Perp DEX + TradFi传统金融上链
别家链上永续还在卷加密币种，edgeX 已经率先落地突破，上线 ARM、DELL、美股、韩股、ETF 以及大宗商品，把传统金融资产完整搬上链。
重磅核心催化锁定 9月16日
edgeX 将作为首批伙伴，登陆 Circle Arc 主网！
正式开启 24/7 全天候链上外汇永续（首发JPY），打通150+股票、商品、加密资产，全程原生USDC结算。
传统金融有休市限制，而加密的核心优势就是资金不休息。edgeX 这次就是要把全天候交易，彻底普及到传统金融赛道，直接解锁万亿级新市场。
而且绝非蹭热度！Circle 本身就是 edgeX 投资方，USDC、CCTP 早已深度集成，合作基本面扎实。
再看代币基本面：
$EDGE 总量10亿，仅30.21%流通，65%筹码锁定。
协议持续收入回购销毁，目前销毁比例4.79%，真正实现价值闭环，绝非空头治理币。
叠加平台8000亿+累计交易量、30万+真实用户，集PerpDEX、RWA、Circle生态、回购通缩多重利好于一身，潜力远超普通土狗空投。
顺带提下福利：WEEX 上线 EDGE 现货 0手续费，还有 50000 USDT 空投！
新人重点避雷：首笔交易需为EDGE现货，福利仅限前1000名！
后续重点关注：
1、$EDGE 市场承接力度
2、9.16 Arc主网上线后的赛道放量
链上交易从纯加密，走向全品类全天候，PerpDEX 的新一轮行情，大概率就从这里开启🚀
活动入口：app.sensor.weex.tech:8106/t/…
#WEEX #EDGE #edgeX #PerpDEX #RWA
INTERCREW retweeted
Every major exchange appears to be increasing its $EDGE holdings.
That’s not something we see every day.
INTERCREW retweeted
When $CHIP will flip 0.07$ resistance we will see a huge green candle... 1$ incoming. 16X 🚀🚀🚀
No Unlock till' April 2027
Few
INTERCREW retweeted
$CHIP combines all the interesting things for this current cycle:
-stablecoins
-AI
-DeFi (next generation)
-New tech / cracked team
-No unlocks until 2027
Beast of a coin lately, I'm an investor on private but want a liquid bag
INTERCREW retweeted
Baby steps but USDAI now moving size on chunkier GPU stablecoin loans on B300s
There are now $500M+ of USDAI
Its a beautiful thing when stablecoins wrap GPUs as collateral
