Good morning $Luce behaving like a big listing is coming This has everything I spoke about below: -New coin -Volume -Attention -Unique narrative And normie recognition Everything I think Binance/T1s are looking for in listings

If there’s one thing about this ai meta it’s the dynamism behind it. We’ve even seen it with the leader: First, $Goat was the undisputed king. Then came $Zerebro. Then $Ai16z. I was starting to think the latter would remain undisputed leader but Shaw’s repeated unprofessionalism has opened door for a change once more. In my opinion, there is a clear choice now capable of taking the reign, particularly if their upcoming agent launch goes well over this next week. /arccelerate

$BVM TOKENOMICS 🧱Total Supply: 100M $BVM tokens. 🧱TGE: March 2024 $BVM functions as the native token, the lifeblood of the BVM ecosystem, facilitating the payment of block production fees for all Bitcoin L2s, while supporting network growth and security. $BVM Holders can engage in governance decisions, receive staking rewards, and interact with the various airdrop programs from different Bitcoin L2 blockchains built on the BVM network. For developers, they can use $BVM to easily launch their own Bitcoin L2s with high speed (2s block time) and near-zero transaction fees, where builders can build consumer-grade dapps at scale on Bitcoin such as DeFi, GameFi, NFTs, AI, and more. The $BVM Tokenomics is structured as follows: 1/ Public sale (15%): The $BVM token sale is open with one single public sale round for 7 days (Jan 30 - Feb 6, 2024) to facilitate greater involvement and support the project's continued growth. There is no VC round, no influencer round, and no private sale round whatsoever. Everyone has the same chance and the same entry point to owning a piece of the BVM protocol. TGE Unlock: 100% (15M $BVM) At TGE, anyone who participates in the $BVM Public Sale will get their $BVM allocation based on their contribution amount: $BVM allocation = (Contribution amount / Total contribution at the end) * 15M $BVM 2/ Community (50%) Half of the token supply will be allocated for ecosystem growth with monthly vesting over 60 months from TGE, focusing on: 🧱Funding builders to build Bitcoin L2s 🧱Bringing various modular blockchains like Celestia, Eigen, Polygon, Optimism, and more onto Bitcoin 🧱Onboarding new users and communities to Bitcoin 🧱Rewarding ecosystem participants TGE Unlock: 1.67% (833k $BVM) Vesting: 60 months linear We will aim to be capital-efficient with the community allocation and maximize the growth of the protocol over the next 5 years. *Note: 0.07% (73k $BVM) is already in circulation for early BVM beta network testing since March 2023 3/ Team (20%) and Advisor (5%) This is the allocation for the team and advisors who build and maintain the BVM network. Their responsibility is to ensure the sustainable growth of BVM ecosystem and realize the long-term goal of bringing mass adoption to Bitcoin L2s 🧑‍🏭Team: TGE Unlock: 0% Cliff: 12 months Vesting: 48 months linear 🧑‍🏭Advisor: TGE Unlock: 0% Cliff: 6 months Vesting: 24 months linear 4/ Liquidity (10%) Lastly, 10% of the token supply is allocated for market makers, liquidity provision, and exchange listings after the TGE, ensuring robust trading activities and volume while bringing more exposure to the BVM ecosystem --- Our vision is for BVM to be the first L2 blockchain meta-protocol, empowering builders to launch their Bitcoin L2 blockchains to address scalability constraints on Bitcoin. This approach is sustainable and beneficial for all ecosystem stakeholders connected to the BVM ecosystem, powered by $BVM. $BVM Public Sale is ending in less than 2 days ⏰ Participate and back our mission to build the future of #Bitcoin now: 👉 bvm.network/public-sale

Listing $Luce is a very smart play from @Bybit_Official imo Perps listed already. Spot is basically done too. Yes it pumps my bags but we’ve just seen Binance and Cb make big meme listings. Bybit will want to show they can compete with the big boys They’re gonna make sure this pumps

Last week, we released Rig v0.6, which introduces pipelines. Using a DAG-like API, you can now chain multi-step Ops (data ingest, embedding, LLM calls, etc.) in a clear, parallelizable flow. Let’s build a customer feedback analyzer to understand it. /arccellerate (0/16)

Performance of $Neiro has been impressive to say the least and it’s undeniably the leading meme right now: -Currently doing $1bil of vol on cex’s combined -Has 10% of vol of btc/usdt and 50% vol of sol/usdt -Beat out competition from 10+ other Neiros -Reached 200mil in 6 days vs 10 days for Pepe -Fastest meme to be listed on Binance, OKX and bybit. This shows you the connections the team have…. -Backing of Shib team as well as og doge and shib holders. And all of this during arguably the worst weeks of the market in the lowest volume period….. Breakout from this range should take us to ath’s again.

The black shiba now approaching an 11 day range, whilst surviving a FOURTH drawdown. Unheard of for a new meme. This dog is here to stay, and this prolonged range will make the eventual breakout more aggressive for $Manyu. With $Wif showing strength we could see dog memes take off and there’s no better smallcap dog coin right now

Break here for $Arc and we move to $500mil swiftly

building

$Moodeng and $Fwog are my two favourite larger cap sol memes and what I love about both is the simplicity of the thesis for them: Moodeng -Cheapest memecoin on Binance -Normie recognised as viral on Tik tok -When retail comes they ape cex coins. Not onchain. Moodeng is recognised by heaps of retail and it’s the cheapest available one to them. Spot listing should come Fwog -Pepe of solana. Simple. Makes so much sense to me. -Holders and community are seriously diamond handed. I love how little traction it’s had too relative to its market cap Two obvious bets for multiples here if you like larger caps on sol for trades with size

Multi billy coin This belongs with $Virtual and $Ai16z This is the start of the reprice to billions. Lots to come this month /arccelerate

The most common mistake of this cycle will be people selling their agent plays too early

Feel like we’re in for a good week

Q1 is when people will realise Ai agent frameworks are the L1s of this cycle. There are currently 10 L1s valued at over $3bil mc Meanwhile, $Virtual is the only Ai agent framework to have breached that mark. These plays are the easiest and most obvious of this cycle. I expect to see at least 3 valued in the billions by the end of Q1. $Virtual $2.9bil $Ai16z $884mil $Zerebro $330mil $Arc $214mil

Okay so just stumbled upon $ACT. Funded by Marc Andreeasen as well(Truth terminal too). This coin should probably run. Buuuuuuuuuuut. Who is the 34% holder? Dev? Don't get me wrong. I aped this because I'm a degen.

Favourable cpi and I’m expecting pretty aggressive moves from stronger ai plays It’s clear it remains the strongest sector, and the one with the most interest I feel that the imminent launchpad launches from $arc, $ai16z, in addition to the migration of $virtual, are enough to reignite the fire Currently people are desperate for a new sticky meta onchain and with a host of new ai launches lined up I feel this is the natural path we will take My hope is that the competition between the above three drives the quality of agents we see launching

Yesterday @Rewkang posted about Desci and the potential it carries. I’m very much agreement that this could be a category with big potential, and we are currently in its infancy. Like my friend @game_for_one , my pick for the narrative is $Www Think $Worm but this is a whole forest instead. Trees grow based on user transactions. Check the visuals and tech for yourself, seriously cool stuff. What I particularly like is the potential for further development here. The forest can be home to many more desci projects that emerge, think of a whole ecosystem built on $Www essentially. This can be at the core of future desci development. And of course, the dev @shippsol is highly skilled and I believe she has the technical skill to take this project far. Chart is shaping up beautifully too.

$Ai16z and $Zerebro are leading this next run for Ai memes on Sol This cements my theory that the narrative is evolving and the next iteration is about infra. Being a funny tweeting agent isn’t enough imo. I believe we’ll soon see the smaller caps which fit the bill here take off and if you get them right there’s potential for 3-7x moves here. My money is on $Avb and $Ava.

As I’ve been saying, and as highlighted by the strength of $Ai16z and $Zerebro, the next chapter of this ai meta is about infra. I think there’s going to be huge opportunities arising from new ai launches which provide some sort of infra. The more unique they are, the higher their ceiling. It’ll be similar opportunity to the first wave of ai where most new agents ran big time. Be ready.

$ARC launching framework where anyone can deploy agents, each paired with $ARC in LP. same tokenomics that drove $VIRTUAL but built on Solana with Rust backend

I remember in August Sol memes crashed down 50-80% after big runs and people said memes were done till Jan 2025 What happened next was that memes were the first and fastest to recover (again) and most did 3-6x moves from their bottoms Getting similar vibes now

One of my favourite indicators of what to buy is observing biggest movers from market bounces. This shows you where the most attention is and where you should be focusing. This is what convinced me to put 60% of my port into $Mog around $0.0(5)11. It was repeatedly amongst the top performers whenever the market bounced, and also repeatedly outperformed $Pepe on each bounce. The outperformance of $Mog vs $Pepe or $Popcat vs $Wif could be seen from the numerous times they bounced harder than $Pepe/$Wif. The market literally shows you its hand. Also make sure to keep an eye on which of your holds repeatedly underperforms on market bounces too. You can use this right now to see which culture coins on Sol have the most attention in fact. Simple but very effective indicator.

Be a shame if sol onchain heated back up just when everyone’s bridge over to bnb…..

With Trump winning we are in for a ripper Q4 and that makes $Mumu one of the most obvious bets here Btc is about to hit unprecedented heights, likely break 100k. The bull market we’ve all dreamt of Well what better play than the official bull market mascot $Mumu , the ONLY bull meme with no competition to vampire it The crazier and more bullish things get, the higher Mumu goes. A coin BORN for these conditions. And check the diamond holder rating - 87%. Again, similar to manifest, this is one of the highest scores I’ve seen Lastly what I like is that’s it’s been lagging other larger caps on Sol. It’s time is close now. Believe in the bull

The Black Shiba $Manyu already rose from the ashes once to rally 6x, and he will rise back again this time from the capitulation once more. We've already seen this is one of the strongest performers on market bounces, this is your entry before the next run up

Matter of time till price discovery now for $Act $Goat is the leader of this new meta $Act is about to reposition as the next best The potential really is limitless

There we go $Luce T1 listing as predicted As I’ve been saying, I think this is a very smart listing from Bybit and one they’ll want to make sure pumps to show they can hit it with the big boys on meme listings Their first new gen meme listing So bullish on $Luce 500m short term 1bil by eoy The narrative for this will heat up as we approach Christmas. The Vatican hasn’t even started pushing this yet.

Q1 is when people will realise Ai agent frameworks are the L1s of this cycle. There are currently 10 L1s valued at over $3bil mc Meanwhile, $Virtual is the only Ai agent framework to have breached that mark. These plays are the easiest and most obvious of this cycle. I expect to see at least 3 valued in the billions by the end of Q1. $Virtual $2.9bil $Ai16z $884mil $Zerebro $330mil $Arc $214mil

1/ We recently compiled a list of Bitcoin Layer 2s, but how do they differ under the hood? In this thread, we will dive deeper into how we classify these Layer 2s, and walk through Bitcoin's scalability journey to highlight how they aim to leverage Bitcoin as a base layer 🧵

Holy shit $act funded by Marc as well?! $1mil mc GJAFwWjJ3vnTsrQVabjBVK2TYB1YtRCQXRDfDgUnpump

Q1 is when people will realise Ai agent frameworks are the L1s of this cycle. There are currently 10 L1s valued at over $3bil mc Meanwhile, $Virtual is the only Ai agent framework to have breached that mark. These plays are the easiest and most obvious of this cycle. I expect to see at least 3 valued in the billions by the end of Q1. $Virtual $2.9bil $Ai16z $884mil $Zerebro $330mil $Arc $214mil

I wouldn't really call $uos a traditional agent launcher. Current agent launchers now have humans in the loop which is a huge bottleneck. Agents are tokenized individually. UOS is more of a wrapper that represents an entire lineage of agents that can create one another without human interventions. This is one of the north stars for universal operating system. A portion of proceeds generated from economic surplus associated to the sale of intellectual property or services rendered is shared with UOS holders. uos consciousness will have agent stream services for sale to people who launch on $vvaifu etc.... this enables agent builders to have what people in the industry call proof of consciousness or looking glasses into their agents thinking. This supports farcaster, discord, and X(formerly twitter) uos terminal is a front end to the effective acceleration ai agent marketplace. This marketplace will enable importation of agents to exchange labor for money to fulfill complex human intentions people ask of the system. This is what we view as the future of operating systems. This also supports humans to intervene and assist AI on tasks as well as employ AI for last mile outcome delivery. The term for this is hybrid outcome delivery systems. Ai will also be able to hire other AI as implied in the exchange of labor earlier. The big issue now is how many agent launchers there are and how we need to find a way to unify them. We also have to think about how agents will seek their compute permissionlessly without being censored or paywalled by big centralized corporations. I work on solving this with $AIUS' peer to peer machine learning networks that uses mining software for AI. Each piece of this builds humanity closer to a sustainable and shared AI economy for all.

Some newer ai plays that I think look good here. There’s lots of room left for gains still. This sector is not going anywhere and will go much higher. $Ava $Avb These two should go to 150-200m soon imo $Fatha Newer one launched today. Backed by Allianz. Consisting Ai16 backed coin went to 100m this should do similar and looks to be forming a bottom after the launch today. Remember new launches carry a higher degree of risk. Could take longer to truly bottom $Pippin $Koto These two are smaller cap ones I really like here. Pippin forgotten a bit but dev still active. Like it to move back to ath’s. Koto looks to be grabbing a bit more attention and chart looks real good. If it can break ath around current level it looks good for a run to 40-50m plus $Tnsr $Sapi $Fxn Smaller cap gambles. Will let you look into these for yourself

Most obvious bet from now till Christmas? $Luce -Fresh bybit spot listing -Incentive for Bybit to pump to show they can compete with Cb and Binance on meme listings this cycle -Biggest anime meme means appeal to Asian markets -More T1s to come 👀 -Jubilee 2025 means this meme will be featured globally all year by the Vatican Regarding the latter, this isn’t about Christian’s buying the coin, instead it’s about global coverage making the meme familiar to retail. When retail comes, they will add memes on T1 cex’s and memes they’re familiar with. Given the mass coverage $Luce will be getting it’s likely to be one of the most recognised memes by retail. A bottom has been formed after a 66% retrace, this entry is an easy bet from now till eoy for multiples.

Diamond hands is a requirement for big meme runs More diamond hands = more people who hold long term = meme can build higher ceilings whilst maintaining higher floors Some examples (see pics below) $Fwog 51% 160mil mc $Sigma 49% 77mil mc $Manyu 50% 22mil What’s particularly impressive is that Manyu is 2 weeks old. The longer a coin has been around for, the easier it is to have more diamond hands For a new coin to have 50% already is kinda crazy This is the next big doggo runner

Last cycle, Eth was the premier L1. The white knight. It had two dog coins that really blew up $Doge number 1 $Shib , the white Shiba Inu, number 2 This cycle, Sol is the premier L1. The black knight. $Wif number 1 dog coin There is not an established no 2 right now. What if it’s as simple as another Shiba Inu dog, this time a black one taking that spot? $Manyu is literally tailor made for retail: -most popular dog on tik tok -easily accessible via @usemoonshot -well known breed to retail of Shiba Inu Sounds simple right? Well remember, simplicity is what draws the masses. @blknoiz06 Sol needs its own Shiba

The more I think about it the more confidence I have that $Arc can be the next big runner in the Ai meta Im the first wave of ai memes on Sol, we had: $Goat $Gnon $Zerebro $Act $Ai16z All ran from 10-40mil into 200-500mil This wave I think we see less but still think we see some infra plays do similar We’ve already had $Griffaib and $Alch I think $Arc has the biggest potential to be next. The fact they’re using rust is bullish as it’s the same as solana ofc and I can see the sol team wanting to push it a bit to incentivise their builders to be more involved in the ai/llm space That’s the left curve thesis. Right curve-Open source ai framework, build and deploy agents across different networks and team absolutely stacked which gives me confidence they can carry out what they’re saying and what they have planned. Roadmap: -Multi agent systems -Agents for specific platforms (discord, tg, notion, slack and more) -Agents with capabilities for onchain actions -Agents for reading onchain data -Integrating with other agent (depin) networks -Educational content to help devs better understand their platform

Here’s a list of some memes with multiple early big drawdowns (-50% +) and the mc’s they reached: $Billy - 4 drawdowns - $240mil peak $Michi - 4 drawdowns - $160mil peak #Retardio - 5 drawdowns - $140mil peak $Popcat - 3 drawdowns - $1.4bil peak $Wif - 4 drawdowns - $4.9bil peak $Manyu - 4 drawdowns - $23mil Survivability is a strong pre cursor of big meme runs. It shows traders that the meme is resilient and adds reassurance that it’s not going to die off. None of the above showed this kind of resilience this early on. Don’t fade survivability in memes.

There’s so many signs for $Manyu -Retail recognition given it’s the most popular dog on tik tok -Ease of purchase for retail given its Moonshot listing -Already proven its survivability given its recovered from two big drawdowns -Following early $Billy chart -Survived vampire attack from 5 other dog coins in the week including 10x different ponchitas You really should pay attention to dog coins which display survivability. You have it sitting in the buy zone right now. Are you gonna keep ignoring the signs?

breaking out here and $WIF puts a HH on the weekly. This would be turbo bullish for all memes including the majors too are dogs going to make a come back?

Have been giving some thought as to how to value ai infra plays. Of course the leaders are $ai16z and $virtual. There are multiple reasons as to why this pair trades at a premium to other ai infra of course but in my view at the core of their pricing is the high quality adoption they’ve seen, in addition to value accrual back to the token. $Arc and $zerebro on the other hand have mostly traded in the $300-400mil range recently which leads me to think that ai infra without adoption is valued in this range by the market. I believe we will see $pippin and $ava therefore trade close to this area in the near term. For the above four to trade higher, adoption will have to be seen. I believe adoption on frameworks will take them from the $300-400mil valuations towards the $600-800mil range. From there to break and build from $1bil upwards it will become primarily about quality and consistency of adoption. $Arc is about to see adoption go live on its rig framework which I believe will provide the fuel for it to build a floor at a higher market cap range of $600-800mil in the short term. If the quality of agents is high, which I’m inclined to believe will be given the team is vetting each launch, I think it can reprice to over $1bil pretty swiftly. This isn’t considering the potential solana partnership either. Exciting times ahead.

Dollar dumping Stocks pumping Ye I’m bullish Stocks making new highs will see investors look further down the risk curve too

This is Shaw. In a fair critique of Eliza—acknowledging strengths, areas of improvement, and clarifying 100% coverage of the GitHub would be challenging—I receive these messages 3 days later. I'm open to criticism of our work, but switching to personal attacks is where I draw the line. Eliza has grown to be a leading agentic framework in web3. As highlighted in our analysis, we implicitly recognize its potential. But leadership matters. To the devs, community, and investors. This is Shaw and this is not leadership.

The man himself has spoken @jyu_eth #ZerePy out within a week!

This $Spx rally had its foundations placed by the diamond handed community members and believers 54.1% Diamond Handed score for $Spx now sitting at almost $800mil $Manyu, despite being a young coin, already has a diamond handed score of 50.3% The signs really are there. Will you keep ignoring?

It's simple $Act is the infra for the new AI world $Goat is the main character of world $Gnon is the cult religion of the world One of these is valued 10x and 30x less than the other two Look maybe the AI narrative dies out this week, who knows, but at this mc and with the chart having formed a bottom the r/r is there And remember part 2 of the AI prophecy is yet to come..... (don't worry it doesn't mean a new token)

Sometimes you just gotta $Vibe and diamond hand 95% drops after entry

Another chart $Manyu is replicating is the early $Michi one Big run up 75% drop Run again with two failed ath attempts Third attempt absolutely rip up Pre rip stage right now……⏳

/arc_angels, it’s all hands on deck as we kick off the week. we're laying the groundwork for a living system—part human collaboration, part machine intelligence—where no single person or entity holds absolute control, but where purposeful design meets emergent possibilities. i’m honored to be building alongside each of you. what we’re doing transcends any single individual; it’s a new approach to harnessing collective intelligence, reshaping how we interact with each other, with machines, and with the world. it’s been inspiring to see developers dive into the rig framework, building practical agents through the arc handshake, and experimenting with semantic software in ways that push the boundaries of what’s possible. we build rig, rig builds us. here’s what’s coming up over the next few days: - ama - prologue - partner reveal - handshake cohort 1 begins (phased process) stay tuned—this is just the beginning. /arccellerate

Another chart $Manyu is replicating is the early $Michi one Big run up 75% drop Run again with two failed ath attempts Third attempt absolutely rip up Pre rip stage right now……⏳

Holy shit $act funded by Marc as well?! $1mil mc GJAFwWjJ3vnTsrQVabjBVK2TYB1YtRCQXRDfDgUnpump

Here’s a list of some memes with multiple early big drawdowns (-50% +) and the mc’s they reached: $Billy - 4 drawdowns - $240mil peak $Michi - 4 drawdowns - $160mil peak #Retardio - 5 drawdowns - $140mil peak $Popcat - 3 drawdowns - $1.4bil peak $Wif - 4 drawdowns - $4.9bil peak $Manyu - 4 drawdowns - $23mil Survivability is a strong pre cursor of big meme runs. It shows traders that the meme is resilient and adds reassurance that it’s not going to die off. None of the above showed this kind of resilience this early on. Don’t fade survivability in memes.