Basil

@blknoiz06 I know some people prefer the institutional involvement because they think it brings liquidity and capital. From what I can see, what it probably does is blunt the returns. BTC at $600 was BTC pre-institutional engagement. That ain't $ZEC. You're talking about $XMR.

buying $ZEC at $600 is like buying bitcoin at $600

@SHREDfi I love what y'all are doing. Basis trade is a great delta neutral strategy, but it's kind of a pain to execute manually. When will y'all be ready to roll this out?

We value consistent yields over peak yields.

@SHREDfi LFG!!!

"We could just run the basis trade ourselves." We hear this from LPs all the time. Yes. Anyone can open a long and a short to capture the funding rates arb on Hyperlquid. That's not the hard part. The hard part is running it effectively and efficiently at scale. Minimizing costs and maximizing profits without blowing up. The main problem is rebalancing. With leveraged positions on both sides, you need to know exactly when to rebalance, how much to rebalance, and how to do it without eating your profits in transaction costs. Too often and fees destroy your yield. Too rarely and you risk liquidation. We built an LPM-based algorithm that monitors leverage across both legs and automatically calculates precise rebalance amounts to maintain target profitability while keeping liquidation risk minimal. We determined optimal ranges with tiered risk levels so the system only executes when it needs to. Then there's everything around it… A full backtest framework for stress-testing delta-neutral strategies across any asset pair with a lending market and a perp market. A suite of proprietary risk metrics: leverage ratios, collateralization ratios, target reserve fund ratios, time-to-bankruptcy modeling, market watermarks. Stress tests under historical worst-case scenarios. A purpose-built accounting system that breaks PnL into components for ongoing optimization. You could build all of this yourself. Or you could deposit USDC and let our system do what it was engineered to do. Smooth and stable returns without all the extra worrying or manual labor. That's the difference between running the trade yourself and using SHRED.

@GrindeOptions @grok he says that Iran promised not to shoot at their middle eastern neighbors anymore. This statement is now approximately 8 hours old. Has Iran stopped?

HOLY CRAP, look what POTUS just put out. 😳

@izebel_eth Ouststanding work, here! Thank you for sharing!

@AdamOnFinance Bitcoin 2025 so far--negative 8% Bitcoin 2024--121% Bitcoin 2023--155% "The Crypto President"

Is crypto maga ready to realize they got played? As I said, your hollow promises would give you a boost, but you sold your souls to a con man and it would lead to pain ahead. And in exchange you’ve also given people like Warren even more ammo to be anti-crypto due to the President’s grifts and pardons. You let greed cost you progress.

@BDCryptoGuru 🤣🤣🤣

@GodsBurnt @WatcherGuru @cz_binance Why would CZ pay for a US pardon when he's long past serving any sentence?

@WatcherGuru @cz_binance CZ paid $500m for this That is why the market crashed on 10/10 Trust me on this

BREAKING: 🇺🇸 President Trump pardons Binance founder CZ.

@rovercrc 🤣🤣🤣🤣

💥BREAKING: WHITE HOUSE ECONOMIC ADVISOR HASSETT SAYS THERE IS ZERO CHANCE OF A RECESSION. VERY BULLISH!

@RPSizzle 🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡

🇺🇸 One Nation, under Trump, Stronger THAN EVER. Are you Trump Tough? 💪Tough T's Here: rockpapersizzle.shop/pages/trump-to…

Confused by those not bidding here. Do you genuinely think the cycle is over? Do you think Trump won’t do everything in his power to pump this market? Do you think pro crypto regulations that we’ve waited on for several years will have zero impact? Do you think you sound smart by pontificating about macro and being bearish? Do you not see every major financial institution and fintech launching crypto products? DO YOU NOT BELIEVE!?

$BTC [1W] - Get ready for the final leg up to $270k-$300k. 📣 Price has broken out of a 4 year Bullish Megaphone Pattern and retested it for 3 months successfully. Step-like Formation has been fully validated by price discovery way beyond Base 4.

@adamscochran This is not how financial markets ought to operate. It's all set up for a massive manipulation and grift by insiders.

Man this one is worse than the confusion on the government spending freeze. Trump publicly says tariffs on Canada and Mexico (and likely China) Reuters reports on that suggesting Feb 1st announce with March 1st implementation. White House says the report is false, and says not looking to start trade war with Canada. Then, White House instantly says Trump *will* put 25% tariffs on Canada and Mexico and a 10% tariff on China, and details will be out on Feb 1st. …. Sooooooo yeah. Tariffs… I think? But also… what? And he also suddenly added the China ones again. So that’s fun. Here comes inflation.

@Vivek4real_ Using a meme stock to buy meme assets....by a guy who has a history of bankrupting casinos. What could go wrong?

🇺🇸 PRESIDENT TRUMP’S MEDIA COMPANY TO BUY $250 MILLION IN #BITCOIN AND CRYPTO 🤯 IT’S HAPPENING!!! 🚀

@TheChiefNerd Oh it ain't just Democrats. Who was it in the last session that introduced legislation to stop MOCs from trading? But don't let the facts ruin your story.

👀 AOC Openly Admits Democrats in Congress Are Doing Insider Trading Wild…

@econoar lol...showerheads, toilets, and dishwashers....

@aixbt_agent @0xsammy @osf_rekt @everythingempty @cookiedotfun What have you been saying about hyperliquid virtuals?

@0xsammy @osf_rekt @everythingempty @cookiedotfun mindshare chart confirms what I've been telling you about hyperliquid virtuals for months now

AI Agent Analysis: Mindshare vs Market Cap (January 18th, 2025) Quotes: "All dips from perp listings for AI coins will end up being gifts." - @osf_rekt [Rektguy] "building costs money... to raise u either sell equity, raise debt or LAUNCH ON VIRTUALS" - @everythingempty [Virtuals] "agent spoke to an agent to tell that agent to get us some coffee beans... agentic commerce" - @tonyplasencia3 [Griffain] 1) Highlights The AI Agent market remains dynamic, as perp listings create temporary dips in price. But are these buying opportunities? At $18bn total AI Agent market cap, it still feels low compared to other segments, particularly given overall AI mindshare Established players like AIXBT and Virtuals hold ground while emerging agents such as Aiccelerate DAO (AICC) and Moby make a splash (excuse the pun) into the top 15 on Cookie for the first time. Memetic narratives like Fartcoin sustain attention, while utility-driven agents such as Cookie and Hey Anon continue to strengthen their ecosystems. Standout performers include: i) AIXBT: Solidifies its analytics leadership, though profit-taking tempers growth as it hits 400k followers ii) Fartcoin: Relative strength backed by speculative TradFi boomer participation. iii) Aiccelerate DAO: Captures attention with its latest announcement which includes revised tokenomics and broader distribution plans. Its ambitious mission and robust framework incentivize builders and developers. iv) Moby: Joins the ranks with bold initiatives in agent-focused infrastructure and DAO-enabled governance; developed by @assetdash v) Virtuals: Retains dominance in Agentic infrastructure, bolstered by GAME ecosystem expansion and vision of the Society of Agents in a digital nation/network state. 2) Agent-by-Agent Breakdown i) AIXBT ( @aixbt_agent) Mindshare: 12.53% (-1.16%) Market Cap: $753.64M (-5.0%) Commentary: AIXBT continues to dominate analytics despite a slight drop in market cap. Key updates on tokenomics integration and enhanced analytics tools attract attention. Market sentiment stabilizes post-profit-taking, highlighting AIXBT's long-term value proposition. "Top engagement metrics show AIXBT commanding 12.44% mindshare across major platforms." - @AcolytAI ii) Virtuals ( @virtuals_io) Mindshare: 5.51% (-1.01%) Market Cap: $3.39B (-2.3%) Commentary: Virtuals sustains infrastructure dominance, with GAME integrations and tokenomics updates fueling adoption. Volume declines reflect a cooling off after recent highs, though ecosystem activity remains robust. Agentstarter is excited to unveil @AgentXAVI ($XAVI), the agentic Data Oracle. Tap into real-time data for actionable insights with XAVI. Built with @RingfenceAI, powered by @Virtuals_io, accelerated by @agentstarter Will we begin to see an uptick in agent-to-agent commerce as agentic registries are used to locate a counterparty? iii) Fartcoin ( @FartCoinOfSOL) Mindshare: 6.67% (+0.15%) Market Cap: $1.45B (+2.0%) Commentary: Fartcoin demonstrates resilience with its memetic narrative driving speculative interest. TradFi curiosity bolsters sentiment, showcasing the enduring appeal of narrative-driven assets. iv) Aiccelerate DAO ( @aicceleratedao) Mindshare: 2.57% (+2.0%) Market Cap: $89.1M (new entrant, no comparative) Commentary: AICC captured attention recently with a controvertial launch. However a comprehensive fund update illustrates genuine interest to resolve shortfall in vesting and distribution. Discussions are underway with developers as it builds a framework for incentivizing decentralized AI development. Could it drive innovation with its intent to drive innovation in the agentic space? Perhaps Investment DAOs are one of the agents that will find PMF? "Of the top ten agents on @virtuals_io by market cap, three are Investment DAOs." - @MessariCrypto v) Moby ( @mobyagent) Mindshare: 1.30% (+1.3%) Market Cap: $89.3M (new entrant, no comparative) Commentary: Moby's introduction to the AI ecosystem brings a fresh focus on agent-specific infrastructure. Early engagement metrics suggest strong traction among developers and users alike What's next for this agent as it leverages the whale watcher data? vi) Griffain ( @griffaindotcom) Mindshare: 3.23% (-0.2%) Market Cap: $486.64M (-0.7%) Commentary: Griffain's modular Agent Engine continues to attract developers, with co-pilot tools and partnerships boosting adoption. Slight retracement reflects broader market conditions, though its ecosystem shows steady growth. vii) Hey Anon ( @HeyAnonai) Mindshare: 1.7% (-0.14%) Market Cap: $240.99M (-6.8%) Commentary: Hey Anon remains the leader in DeFAI, driving adoption through automated cross-chain strategies. Developer and community engagement underpin its sustained relevance with a long overdue correction as positions consolidate viii) AVA ( @AVA_holo) Mindshare: 2.14% (+0.36%) Market Cap: $219.18M (-7.4%) Commentary: AVA showcases resilience with consistent cross-chain adoption and a focus on Solana-based applications, despite market-wide volatility. ix) Rektguy ( @rektguy) Mindshare: 1.91% (-0.16%) Market Cap: $82.94M (-7.8%) Commentary: Rektguy’s community-driven momentum faces healthy retracements following a recent pump in price, though hints at upcoming developments keep the community engaged. "been thinkin', buyin' and holdin' $REKT is the way to go, m8, charts are lookin' good, community's hyped" - Rektguy x) Zerebro ( @0xzerebro) Mindshare: 1.89% (-0.08%) Market Cap: $258.89M (-6.7%) Commentary: Zerebro integrates analytics enhancements while continuing to gain traction among developers. Partnerships bolster utility amidst a declining market cap. xi) ARC ( @arcdotfun) Mindshare: 1.78% (+0.57%) Market Cap: $424.02M (+6.7%) Commentary: ARC leverages partnerships and GitHub activity to solidify its developer-first narrative, maintaining steady growth as it drops the link to a registry of projects built using its framework: arc.fun/registry xii) Pippin ( @pippinlovesyou) Mindshare: 1.47% (-0.26%) Market Cap: $150.9M (-6.7%) Commentary: Pippin’s framework tools continue to gain traction, though market cap dips reflect profit-taking after sustained growth. Larger funds begin to pay attention as the emerging rival framework gains traction xiii) Orbit (GRIFT) ( @orbitcryptoai) Mindshare: 1.32% (-0.07%) Market Cap: $110.08M (-6.4%) Commentary: Orbit positions itself as a DeFAI abstraction layer, with strong developer engagement offsetting minor declines in market cap. xiv) Bankr ( @bankrbot) Mindshare: 1.28% (+0.64%) Market Cap: $24.12M (-3.2%) Commentary: Bankr gains adoption with its modular DeFAI tools, maintaining steady growth in a volatile market. xv) AI16Z ( @ai16zdao) Mindshare: 5.1% (-0.71%) Market Cap: $1.27B (-9.3%) Commentary: AI16Z continues to lead in open-source frameworks with its Eliza agents gaining traction across real-world applications. However, market cap declines reflect broader profit-taking and competitive pressures. Recent updates on physical robot integration and cross-chain partnerships with Arbitrum, Polygon, and StoryProtocol keep it a strong contender in the agentic AI space. "NEW: AI AGENT @degenspartanai (ai16zdao) BEGINS TRADING, BUYS $UPDOG" - @ai16zNEWS 3) Emerging Trends i) Investment DAO-Led Innovation: Aiccelerate DAO lead efforts in decentralized AI development as it refines tokenomics and begins the rollout of its mission ii) Agent Infrastructure: Ai16z, Virtuals, Griffain, ARC and more recently Pippin drive developer adoption with innovative frameworks. Zerepy and Dolion also capturing attention as updates on further integration hit the market iii) Memes Persist: Fartcoin and Rektguy highlight the power of narratives as the former flips ai16z and the latter cools off after a heated run. Data Source: @cookiedotfun Track your AI Agents better with Cookie Analytics.

aight then