upgraded to sunset

lmk if anyone needs help setting it up

Bitcoin DeFi:

MUBI-splosion topped this narrative, even the first inscription marketplace INS failing to catch a bid

watching this one closely as bitcoin makes new highs this year

// BTC DeFi

it might be time.

ORDS leading the way

FLIP looks like it will follow

INS, MUBI, BSSB potentially.

could be something.

"Quilibrium TL;DR: Tor hidden services + AWS + E2EE + Cryptocurrency"

Tomorrow 🫡
https://warpcast.com/cassie/0x7486842c

// DePin

VDO does indeed fall under this category

KREST -> PEAQ airdrop keeping the price up (?)

ALEPH, CLS

HASHmind nodes/miners - exercise caution with this one as it's a ruggy category (see THz and MXH)

HASH is up 20x 

Im still holding, they’ve not deployed miners yet

// DePIN

DePIN absolutely flying

VDO new highs up 8x 

Small caps doing well too with HASH up over 10x

EigenLayer:

VEC the ponzi that everyone's backing, looks exhausted for now

RSTK desperately scrambling to get even close to 8-fig TVL by announcing sRSTK rewards - not good for price

there's plenty of farms restaking your ETH for points, which is also hurting the shitcoin world by locking up so much liquidity

// EIGEN

Maybe the catalyst we needed was as simple as "ETH $3k"

ALT putting in new highs

VEC probably bottomed

I've seen people working on tradable Eigen points (not Whales market), should bring attention back.

// AI

Sam Altman looking to raise $7 Trillion (yes, with a T) - you are not bullish enough on crypto x ai

market has shown it's cards -
COMAI and AIT (TAO subnet token) leading
wBAI
AGRS

VRSW with some mean reversion

what am I missing?

// AI

COMAI going parabolic

VRSW 2x'd

and a new contender has strolled in - AIUS

AI:

TAO pushing to new highs, but it seems like nobody wants to bet on any beta plays

COMAI (tao fork) for the missooors also bleeding

i hear that AGRS is a hero (if it works) or zero 

OFN, AI Layer 1 vaporware has a nice chart and only $14m

keep an eye on:
MOZ
VRSW

https://farcaster.dep.dev/poll/65c943d9e018037ee8776901

VDO looks ready to make new highs, since they leaked that they are an operator for eigen layer

not sure what category this one falls into

VDO at $15m now, the market was indeed inefficient.

// ERC404

The 'ideal' version of an NFT for gaming? seems to be a good fit. 

MNRCH first mover, will be watching this space closely. 

Ignoring other forks - it's rug central

Perhaps some utility plays?

Interesting how airdrop to dym stakers is just the beginning for what types of rev. share fly-wheel effects could come from dao-owned validators across not only cosmos but eth eco (eigenlayer)

Price is much higher than ideal for entries but TVL has only doubled in value due to DYM/other cosmos asset prices increasing.

idea

would it be possible to add a generative art algorithm explorer in frame?

example:

https://sansa.xyz/collections/65566510056529ccaf3fb038/explore?tokenId=554050

who's got the alpha on gaming? i'm totally lost

investooor & haberdasher // crypto /narratives // x.com/levels_crypto