Trade with me using these links below Fomo: fomo.family/r/extracts Pump: pump.fun/profile/extracts Axiom: axiom.trade/@extracts1 GMGN: gmgn.ai/r/extracts

Two weeks ago I posted my full thoughts on robinhood:0x812486eaea648819853f8e372dc9f1516c7868bd and ethereum:0x4e67db19044549ff420860834c91b45bad298722 and said I was holding both through the bloodbath. Here's the update. The ugly part first. It got worse. robinhood:0x812486eaea648819853f8e372dc9f1516c7868bd is around $0.007 now, roughly a $7M market cap. I first bought in around $14.7M, so I'm sitting on about half. ethereum:0x4e67db19044549ff420860834c91b45bad298722 kept bleeding after my last post and is trading around $0.003, a ~$3M market cap. My port is down 40-50% from where I started. I haven't sold either one. Here's why: since Oct 6, both teams shipped more than most coins ship in a year, and the market priced them lower anyway. I'm more bullish now than I was two weeks ago. Full disclosure: I hold both and I'm not selling. This is my research, not financial advice. ethereum:0x4e67db19044549ff420860834c91b45bad298722 Quick recap. Vitalik wrote a novel called Snowmoon, and in it zipcoin is the money of a society built on privacy and accountability. You burn zipcoins to be heard, burns create common knowledge, and privacy is infrastructure. zipcoin.cash took those mechanics and put them on ETH mainnet. Burn to speak, doorstep burns, privacy pools, and a trading tax that funds buybacks and burns. That was the thesis two weeks ago. Since then, here's what got added. Red envelopes went live on Oct 15. You send someone ZC privately, and who you gave to and how much doesn't have to be public. Images and video went live in Zipbook on Oct 19. You can now burn visual content into the book, with the media on IPFS and an immutable onchain receipt. On Oct 20, the dev shipped zipcoin-agent v0.7.0. It adds ZC Credits, plus names that you claim by burning ZC, and the zipcoin-chat app got a refresh the same day. That's three more ways to burn, all on top of the loop that was already running. The one that matters most to me also happened Oct 20. zkAPI is the protocol behind Zipcoin's private chat, and @zipcoincash said three things the team found and proposed are now in zkAPI's main branch. They have more PRs open to ethereum/kohaku and vbuterin/zkapi. A meme coin team is getting code merged into Ethereum privacy infrastructure. Think about how rare that is. The team is still playing the long game too. Their team wallet burned 388K ZC on Oct 19, and onchain it bought back about 783K ZC overnight last night. "Nothing bought back is ever sold" is still holding. And Vitalik's wallet still holds about 40.4M ZC. He hasn't sold a single one through this whole drawdown. Today they put out the line that sums it up: "The internet has a delete button. Ethereum doesn't. Zipbook is where speech gets burned, forever. RETURN TO MAINNET." Two weeks ago I said $15M was cheap for this. It's at about $3M now with more product, more burn sinks, and code in Ethereum's own repos. ZC is up about 30% in the last 24 hours, and I don't think that's a coincidence. Most memes never ship the lore. This one keeps shipping it. robinhood:0x812486eaea648819853f8e372dc9f1516c7868bd Last time I walked through the two YouTube tests, where UBIK follows the oil and diesel stories, breaks each question into conditional odds, and gives you a number with a deadline. That's still the core. What changed is the plan, and it's a better one. The founder explained it. UBIK started as a 24/7 news livestream, but the feedback was that people don't watch long video anymore, and there isn't enough interesting news to fill a stream around the clock. So they pivoted. UBIK is now a world model that other AI agents can call inside their own workflows: a continuously updated synthesis pulling from thousands of sources, generating forecasts on geopolitics, science, tech, crypto and macro. A lot of those are questions nobody else is even watching. Distribution goes through MCP, an API, and a web app for holders, plus TikTok, YouTube and Instagram channels. The target was this month, and AIXBT is going to drive traffic to the video channels to start. And it's not just a roadmap. On Oct 20, @0rxbt posted that you can already explore UBIK's synthesis and forecasts on the site. Data refreshes daily and then updates hourly. One topic is free for the public, and the other four are for holders of at least 200K UBIK. He said the output is verbose by design because it's meant for your AI agents to work with, and that videos are being added there and access is being upgraded to MCP soon. That's real token utility. Holding UBIK unlocks a forecast feed built for agents, from the person who built AIXBT. Other builders are already making things on top of the data. Why's it down? Same reason as before. People wanted the finished product on day one, the pivot spooked anyone who only came for the videos, and weak hands left. But "a world model agents can plug into" is a much bigger market than "a livestream," and the holder gate means every agent that wants the full feed has to hold the token. The calls from the first tests resolve Nov 3 and Nov 30. I'm still tracking both. A ~$7M AI agent on Robinhood Chain, with an AIXBT builder, a live holder-gated forecast product, and MCP on deck. That's the setup, and it's cheaper now than when I first wrote about it. Why I'm still holding both ethereum:0x4e67db19044549ff420860834c91b45bad298722 kept shipping. It added new burn sinks, red envelopes, media in Zipbook and agent credits, plus code merged into zkAPI. The biggest holder in the world hasn't sold. robinhood:0x812486eaea648819853f8e372dc9f1516c7868bd found its product. It's a world model for agents with holder-gated access that's already live, and MCP is coming next. Both are cheaper now than they were in my last thesis, and both have more product. Drawdowns don't kill theses. Missing products do. Both of these are still building straight through the dump.

A temporary btc nosedive would save my paper bags

Ok so I understand the bear case on $PAPER Is there a bull case out there? Or is my 1mil paper just dust now if I don’t keep losing infinitely? @papertrade_xyz

You playing by yourself?

Holy fuck man Rodgers needs to hit the bench

can someone move the charts im so close to 1m

yes bro your $10 1000x long will be in queue for longer than someone with a $50,000 1000x long

It's almost time

Dont really see anyone talking about small account call out rewards on fomo They aren't bad at all

So it seems I have done good spending 0.0018 per $PAPER

Got bored waiting to get liquidated so I made a $Paper terminal

its really bad how addicting farming paper is huh

It seems I’ve become a community member on multiple coins

B O E U C N

Zipcoin