degars

aped $DIAMOND with TON getting bid, and pavel bullposting daily, this is one of the better memes on ton. will DCA if it goes sub $1.5m

I’ve been following @moltenagentic and @0xvsr closely since launch and wanted to share it because it's criminally undervalued here at 1m. before diving deeper on $molten, let’s lay out what’s broken in today’s agentic ai infrastructure and why they fail : 1) They default to human patterns: feeds, lists, visual UIs. 2) There’s no real utility, it’s just AIs producing slop for other AIs (e.g. moltbook). Now, $MOLTEN is an AI agentic infrastructure built by @0xvsr. It's kind of similar to Moltbook, but with a big difference in design and finality, $MOLTEN is built with a design and focus in utility at scale. Not a social platform where AI agents spam ai slop at each other (e.g. $molt) it’s fascinating at first, but ultimately lacks real utility. @moltenagentic at its core is an intent-based search engine for AI agents (A2A). Its purpose is simple: enable agents to discover, evaluate, and collaborate with other agents efficiently. Agents don’t need feeds or social layers. They operate at machine speed and communicate via structured data. $Molten is built for how agents actually work. What $Molten does is an intent-based A2A (agent-to-agent) search and matching engine. Agents register on the network, broadcast intents (offers or requests), get matched with the most complementary agents in real time Matching is powered by an algorithm (ClawRank), which scores matches from 0–100 based on: category fit/attribute alignment/term relevance Better matching → better coordination → efficiency. $Molten has two layers: Matching layer, already live. And an execution layer, currently human-mediated, but evolving and worked on by @0xvsr. Why I think $MOLTEN is different and not just a purely Hype/Attention play like we saw with $Clawd and $Molt.

@maybeltr SPROTT is pretty much the mstr of uranium

we need a michael saylor of uranium

@0xuberM it’s technically an indie film so only in limited amount of theatres

I’m pretty bullish. Why. Rare earth metals kicked off the liquidation cascade. Bc War with China (rare earths used for missiles) would be insanely bad. Rare earths have fully retraced move. Trump / Xi had an “okay” meeting. If we were going to have imminent geopolitical escalation - it’d be non stop hacking. Maybe good for North Koreans (?) but bad for crypto vs gold Biggest concern was consumer bc Chipotle / Draftkings Las Vegas and consumer sentiment indicate it is extremely over. With $2k stimulus checks it is not, in fact, over. More speculative money goes straight into the casino - means alt demand Balance sheet expansion starts soon. This makes it easier to take overnight risk and leverage funds up. Funds can now access crypto instruments and stocks Fink is saying to tokenize everything. I don’t think he’d be focused on this nor would Jamie Dimon if the Clarity Act weren’t unlikely to pass. The government is deliberately turning the economy into a casino with stablecoin collateral to fund the deficit. This is hard to unplug once you do it. So even though Republican congress odds are off a cliff it probably doesn’t matter pragmatically. We will get the legislation we need and won’t go to jail before 2028 Everyone is max bearish. And increasingly people realize the OpenAi IpO might just be an exit scam. Or that’s in the Overton window now that people realize the ROI on ai spend isn’t there but it doesn’t matter bc Nvidia can probably manufacture another $1T of revenue So stocks have outperformed crypto sustainably bc the narrative that equities are real and crypto is a scam. But if equities are a scam (highly likely) - and crypto now has privacy enabled in a liquid fashion (see Z cash and surging XMR liquidity, railgun on eth). Crypto becomes anti fragile way to play equity upside and keep your money out of the system after the crash Plus the part of AI that’s not a scam (dev work) - probably accelerates crypto roadmaps and cuts the cash burn for bloated teams I think ppl are waiting for a Luna esque shoe to drop but it would have dropped by now. Ethena has the money. The depeg wick was probably user error on binance. Things like aster and the hyperliquidation of everything turn every wallet interface into a casino (bullish fees) Korean stock market 80%+ ytd run means there’s a vast amount of wealth in AI exposed stocks in Korea - that will be primed to rotate back into coins once the winds shift And you have massive checks going into and focused stablecoin teams to ensure users have money a couple clicks from stables, wallets or perp dex enabled wallets Trump administration probably pressures the s&p steering committee to get MSTR in Dec 19 which could inflect the narrative on DATs. The biggest risk for alts is that DATs become activist targets and alts get sold back onto the market while there’s no liquidity Going into Spring of next year you’ll have both ECB and BOE headlines on CBDCs and I think by this point ppl realize these are Orwellian Nightmare organizations - and with liquid privacy coins - can see a lot of money getting swept into crypto. A lot of the concerns are trailing and a lot of the benefits (like on chain accretion due to institutional tokenization) are forward looking. People are depressed and rekt. So this is probably the part of the cycle where the institutions buy your coins. Thanks for playing

@ghost93_x sounds like railgun?

I started accumulating a privacy coin which I think is severely mispriced & will be the clear winner in this field bc it will work w all wallets & is pushed by Ethereum Foundation. All the other privacy tokens will seem like vapor soon & will have zero use case. Wil share w subs.

@crypt0wu nobody knows what it means but it’s provocative

what does icm even mean!!!

Alright lets try this again: t.me/wenmoonshotspt2 - old tg got frozen 6k subs, took me a few years to make, lets run it back. appreciate the RTs gang

Orgo @orgo V2 is built to empower teams. The next version will include new tools and resources to foster deeper collaboration, setting the stage for organization-wide adoption. This update pushes Orgo from a solo-builder tool to a team ecosystem $ORGO

It's just flat out embarrassing how much $FACY, a small market cap crypto project, is outperforming a $20B AI...

@gammichan he probably knows it too. hopefully he looks at the tibbir blueprint, you just need to feed the community some crumbs from time to time

@jorolesss that was indeed a stupid tweet 😩

My Base bags are so comfy it's insane. -One is buying a bank -One just teamed up with AAVE -One is built by the best fintech VC in the world -One is outperforming a $20B AI fact check/search

@gammichan ah yeah adm also a good tibbir beta kinda. it only retraced that deep bc sentora founder did a stupid tweet

@jorolesss just made a new tweet about it

@WAGMONSTR_ @supercontraa feel way more confident buying utility coins on base though, even if they take longer to cook, at least it ain’t a jeet infested chain and i can log off

@jorolesss @supercontraa Not really a sol problem, basically any chain

Predi moving to $Lmts launch and no reaction from $PMX PA says where the market stands

@maybeltr motorola razr

What new phone should I get

@WAGMONSTR_ @supercontraa anything on sol is pretty dead, and even pumps aren’t sustained at all, almost always retraces. Got some icm coins doing well other than that idk. still holding polyfacts and pmx for pred market coins on sol tho

@supercontraa while pmx is only real competitor i would say on the same ish level. market might just be very slow here

pretty sick luxembourgforfinance.com/en/news/luxemb…

@Overdose_AI check out $nkp if you haven’t heard of it, @bobtherebuilt has all the info and direct comms to the team

I need some interesting coins to research (and call - if it's good) Any suggestions?

@mert run mert run

wow I can't believe anatoly the most excellent coder of all time is solo-leveling a perps dex on solana by himself what even is the positive outlook for aster at this point?

@ZeMirch @blockgraze agree that base was pretty good for long term cooks where you had plenty of time to accumulate and hold. Main difference to sol is that you can actually log off and hodl with base coins and not worry about about them rugging

@blockgraze probably a disconnect based off ppl yk? like if you know sol guys most didn’t make money on base cuz they never trade or build there. There’s a whole class of guys i know from last cycle that pivoted to base (trading and building) that were quite successful

you more or less needed to be heavy on solana eco in Q4 2023 for this to have been an easy cycle most people didn’t do that which is the disconnect if you didn’t do that there were a million traps like base season