Happy Lunar New Year. While $BTC has returned to $47k, NVDA (NVIDIA Corporation) stock has reached an all-time high, MCap reaching $1.77 trillion. #AI is the biggest narrative we have ever seen in #Crypto Market 🔥 There’re hyped around AI Agents in the CT lately, If you dont want to miss the trend when market come back, you should read this! 🔥 AI concepts will never lack a market, 2024 is predicted to be a year of AI. 🔹 With it in mind, I present a measured analysis of the burgeoning AI agent narrative. 🔹 Below is a comprehensive breakdown of the state of AI agents, their applications, and implications for the crypto industry: 1⃣ Understanding AI Agents AI agents have permeated various sectors, with their presence increasingly felt in the crypto space. Here's what you need to know: 🔹Definition: AI agents are autonomous programs or devices employing AI tech to execute tasks or assist users with minimal human input. 🔹Core Characteristics: ▪️ Automation: Execute functions autonomously. => Sensing: Perceive their operational environment. => Decision Making: Make informed choices based on data and programming. ▪️ Learning and Adaptation: Improve over time with new data. => Interactivity: Engage with users and systems for responsive communication. 2⃣ AI Agents vs. Smart Contracts A critical distinction we must draw is between AI agents and smart contracts in the blockchain ecosystem: 🔹Smart Contracts: ▪️ Are passive and reactionary, following pre-established rules. => Lack the ability to adapt or initiate based on external changes. 🔹AI Agents: ▪️ Act proactively, learning and making independent decisions. => Engage actively with data to undertake tasks without explicit external prompts. 3⃣ AI Agents in Cryptocurrency AI agents promise to simplify the complex, bringing user-friendly solutions to the cryptosphere: 🔹Analogy for Clarity: ▪️ Cryptocurrency: Analogous to cash. => Blockchain: The ledger or cash register. => Dapp: The POS machine facilitating transactions. ▪️ AI Agent: The intuitive cashier simplifying the entire process for the user. 4⃣ Spotlight on Key Crypto Projects with AI Agents An insight into projects that are harnessing AI agents: ✅Direct AI Agency Engagements [1] @autonolas ($OLAS) ▪️ Offers designed AI agents for the crypto industry. => Autonomous services and on-chain protocol integration are key highlights. » Increasing service usage suggests potential as a standard feature in crypto automation. [2] @Fetch_ai ($FET) ▪️ Provides modular AI agents with applications across industries. => Targets a broad range but may lack focus specifically on the crypto space. » A well-established project, yet product availability and development progress raise questions. [3] @PaalMind ($PAAL) ▪️ Aims to deliver an AI-powered personal crypto assistant. => Focuses on transactions and crypto education for users. » Has a narrower scope compared to others, but offers specialized tools for the crypto community. ✅AI Agents Strengthening Existing Businesses [1] @TheRootNetwork ($ROOT) ▪️ Specializing in optimizing metaverse and gaming experiences. => AI agent integration can enhance the interaction within the supported games network. [2] @ParallelTCG ($PRIME) ▪️ Sci-fi themed card battle game with AI elements. → AI characters assist in creating new in-game assets, showcasing active agent use beyond simple tasks. [3] @oraichain ($ORAI) ▪️ Provides AI-driven data economy and oracle services. → Recently added predictive analysis features, showing a commitment to practical AI agent deployment. 5⃣ Insights ▪️ AI's potential is vast, but it's crucial to distinguish between genuine innovation and projects riding the AI hype without delivering tangible products. ▪️ Consider if a project merely integrates AI for buzz or innovatively solves industry-specific challenges. ▪️ Crypto's volatility demands an evaluation of whether projects can withstand market swings and still deliver on AI agent promises. 6⃣ Conclusion 🔹 AI agents represent a frontier of innovation. They possess the potential to simplify complexities and attract users with their intuitive functionalities. 🔹 My advice is to focus on projects with: ▪️ Concrete AI agent applications. ▪️ Clear development roadmaps. ▪️ Demonstrable success in delivering on their promises. In conclusion, let's prioritize projects with solid foundations, as they are more likely to yield sustainable value in the ongoing AI narrative. 🔥 Tagging chads who might be interested about #AI: @Tanaka_L2 @QuantMeta @RWAgemdigger @Sykodelic_ @Cryp__toad @MarcoPoloMaps @LisaFlorentina8 @cryptodoc_ @arndxt_xo @RvCrypto @Ed_x0101 @ourcryptotalk @DeFiOracle_ @RuggedWojak @CryptoGideon_ @coinesper

🔥 The accumulation phase has been going on for 10 months, and ethereum:0xaea46a60368a7bd060eec7df8cba43b7ef41ad85 is starting to run: - Volume is increasing strongly along with bullish candles. - A bullish MACD cross has occurred below the Zero line, and the MACD Histogram has shifted from bearish to bullish. - OBV is showing signs of stabilizing and recovering. ethereum:0xaea46a60368a7bd060eec7df8cba43b7ef41ad85 is building infrastructure for the AI agent economy - where AI systems can communicate, transact, and execute tasks autonomously on behalf of humans: - Owns a more complete full-stack AI infrastructure than most competitors. - Has a brand verification system for AI agents. - Includes audit and on-chain verification mechanisms through AEVS. Price is still near the bottom range, while reversal signals are becoming clearer. This presents an attractive R/R opportunity.

🔥 I’m more bullish on $TAO now than when the AI narrative was actually hotter. @Bittensor is becoming a much better machine underneath. The network is moving into an actual market where productive subnets eat and weak ones basically die. After the May/June changes, emissions went back toward price-based allocation with a rank/Hill gate. Only ~27 subnets were above the rank-32 bar and they controlled ~64.9% of demand share. Subnets below the gate get almost nothing relative to what their raw price would normally imply. The earlier refactor already pulled ~35% of emissions away from inactive names. So Bittensor stopped subsidizing every idea forever. And now we’re getting the other side of that equation: actual revenue. 24 subnets are doing an estimated $28-35M in annualized external revenue, with 14 already running some form of alpha buyback and 15 classified as higher-confidence revenue: - @lium_io SN51: $8-10M ARR from GPU marketplace activity - @TargonCompute SN4: $5.5-6M from confidential-compute + inference cloud - @chutes_ai SN64: $4-5M from inference distribution 78-82% of the whole revenue stack is now compute/infra, which is where Bittensor seems to have found product-market fit first. People need GPUs, inference and compute. Bittensor found a way to turn that demand into a competitive market. What gets interesting next is Root Reborn. V450 already enabled curated root baskets with a 1/16 concentration cap. V461 is designed to go further with actual basket trading, including a 2% band and up to 10% NAV/day turnover. Another thing CT probably gets too excited about is institutional access: - @Grayscale’s GTAO now holds 53.6K $TAO / $12.7M AUM - @Bitwise also has a TAO Strategy ETF filing Ecosystem breadth is getting pretty wild either way: - @openroboto SN80 received 3M+ multimodal robotics trajectories and just launched Shift to pay for egocentric workplace video. - @webuildscore SN44 launched Score Studio, basically a CV builder sitting on top of the subnet. - @KubeTEEAI SN90 pushed image + video-with-audio through a public gateway. - @say_gm_ SN28 integrated NEAR AI confidential inference. - @conjectures_io SN66 miners apparently solved 6 Erdős problems in 5 days, Lean verified. - @QuasarModels has an 18B MoE checkpoint pushing the training side again after Covenant left. Some of these are revenue businesses, some are still science experiments. I wouldn’t value them the same. But that’s kinda the point. A year ago Bittensor felt like a weird decentralized AI lab with a token attached. Now it’s an actual AI economy with capital allocation, competition, revenue, buybacks, infra, apps and a growing set of things ppl can actually use. Honestly, I’ve never had this much conviction in the Bitcoin of AI before. Some chads are bullish at $TAO: @CryptoWizardd @alpha_pls @Route2FI @BarrySilbert @jollygreenmoney @ACXtrades @Crypto_Alch

Binance to list @HyperliquidX | $HYPE for spot trading. In the end, Binance finally let go of its stubbornness and made a smart decision. Could this be a short-term top?

🔥 robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c is showing signals that it’s ready for its next run. - A bullish divergence has appeared on the MACD. - A MACD crossover is taking place, with the red Histogram continuously narrowing toward the zero line. The breakout from the previous rising wedge has been reinforced by a period of accumulation. This is essential for the new run that is about to take place.

🔥 bitcoin-cash:native is making a comeback. In reality, not many people have taken the time to dig deep, and the value of bitcoin-cash:native is still widely misunderstood. Bitcoin Cash is the most misunderstood successful experiment in crypto. Therefore, this comparison with $ZEC helps us quickly gain a clearer overall view of bitcoin-cash:native. Exactly one year ago, on September 23, 2025, $ZEC was only $50, and now it is above $1,600. The rise of privacy-focused coins is also an opportunity for bitcoin-cash:native to rise. It’s time for everyone to reassess the true value of this coin.

🔥 $TAO seems ready for a breakout: - The $190–$250 support zone has been accumulating for 3 months and has just broken out of the price accumulation area. - Price has reclaimed the weekly EMA20; Price > EMA20. - The weekly MACD has formed a bullish crossover, and the MACD histogram has turned positive. - Price is still inside the accumulation triangle, but the range is getting tighter and tighter. - OBV has reached the support area and is showing signs of a reversal → ready for a new bounce. All it takes is one weekly candle with a volume spike, and everything could move very quickly (similar to what we saw with $NEAR). Buying a little earlier is still better than FOMOing later. Dyor

🔥 Stablecoin on Robinhood Chain just surpassed $1B mcap. That’s literally the number I actually wait for. DeFi on RH starts to show its strength and farming becomes a credit market. Currently, USDG still dominates the field with ~67%, USDe sits behind it. The question is which pools get to keep the yield. I came across Blockworks Research that pointed this out on-chain and it cleaned up my bias fast. The metric is LVR, loss versus rebalancing. So, you post a stale quote, a faster trader hits you, and the fee you collected may or may not pay for that. - stock/USDG and stock/ETH cover arb costs ~2.9–3.3x - stock/stock is basically breakeven - stock/meme pays 0.2x → you’re funding the bots - passive LP through the 9:30 ET open is the real bleed. Arb cost spikes ~13x in that window. The all-day average hides the first 10 minutes. Therefore, I spent hours to find which pool is offering the best yield base on that filter How I’d size it right now: 1/ Base layer first Stake USDG on @Morpho at 6.48%. Real borrow demand against USDe, syrupUSDG and stock collateral. I can point to where the yield comes from. 2/ If I LP, I only want stock/USDG or stock/ETH with both volume and depth. META/USDG ($3.7M liq, $6.9M vol), GME/USDG ($9.3M vol), AMD/USDG, META/WETH, AAPL/WETH. Those sit in the only bucket that statistically keeps fees after adverse selection. 3/ I skip the thin 300% screens. SKHY, USDG/SHOP, SHROOM/NVDA. Tiny books, fat advertised APR, inventory risk plus arb food. 4/ djt and HIMS can print fees, but they’re retail-beta names. The chain thesis underneath this is bigger than one pool. Fees already fell ~97% as the meme wave cooled, but volume is still here. Morpho is the real TVL engine. Tokenized stocks are still a rounding error versus the stablecoin float. So the mature trade is farm the dollar, then make markets only where an off-chain reference price exists.

🔥 @konnex_world is targeting one of the biggest missing pieces in the robotics industry. How do you verify physical work done by autonomous machines? Better AI models are not enough. If robots are going to handle real jobs in areas like humanoids, defense drones, or infrastructure inspection, enterprises still need to know: - Did the robot receive the right instruction? - Did the approved AI policy execute it? - Do the sensors prove the job was completed? - Can payment and penalties be settled objectively? This is what @konnex_world is building with Proof-of-Physical-Work. The testnet is live. Try it: subnets.testnet.konnex.world…

📈 Gm, $TAO holders.

🔥 $HYPE just hit ATH, big W for $Hype holders. But due to the ATH noise, I think ppl are missing a bigger news that Hype native lending went live Sept 18. You now can use Hype or BTC as collateral to borrow USDC/USDT right inside the platform, no need to sell the bag to fund a trade. Live numbers right now: - $HYPE supplied: 11.72M (~$1.09B at $93.09) - BTC supplied: 2,079 (~$169M) - USDC borrowed: $357M vs $450M supplied -> ~79% utilization - Day-1 borrow was $269M. Three days later it’s already $358M So, ~87% of collateral is $HYPE, LTV is 65% vs 50% for BTC. Protocol is saying its own token is better collateral than Bitcoin. $Hype is now adding more utility with this lending market What to do with Hype lending market: - Loop: deposit HYPE -> borrow USDC -> buy more HYPE. 65% LTV = ~2.86x theoretical leverage - Keep the HYPE, borrow stables for trading other perps - MM/arb without selling inventory This is the 4th pillar after fees/buybacks, perp share, and HyperEVM. Same thesis I’ve been on: $HYPE stops being “the exchange token” and starts looking like ETH on Aave, an onchain asset you can turn into USD without exiting. However, there are something to watch if you want to play with the lending market: - Up: price ↑ -> more borrow power -> more HYPE bids - Down: 82.5% liq threshold -> bots sell HYPE -> more liquidations imo this is net bullish for why you hold $HYPE instead of selling it. But the system is now levered to itself. First clean liquidation = confidence. First messy one = the JELLY memory comes back. But I think Wagmi for $hype.

🔥 The market is recovering, and projects in the Robinhood ecosystem have an opportunity for a new wave. These are the projects I’ve added to my watchlist, and some of them I’m currently holding: robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c $NET $PRM $SLEUTH $SELECT 1/ @Hookrfun | robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c. MCap = $13.9M 2/ @prm_market | $PRM. MCap = $7M 3/ @NetNetCap | $NET. MCap = $3.5M 4/ @sleuthintel | $SLEUTH. MCap = $220K 5/ @selectfdn | $SELECT. MCap = $147K I’m watching the capital flows within the Robinhood ecosystem and I’m ready to add more to the list if I find good opportunities here. The 3rd wave for the RH ecosystem could come at any time.

🔥 robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c is turning liquidity pools into lending markets. Today, most LP capital has one job: sit inside a pool, facilitate swaps and collect fees. @Hookrfun wants the same pool to support trading, generate fees and provide credit at the same time. Leveraged hooks enable users to borrow directly against a pool’s own liquidity without creating a separate lending market. The first version is more conservative: - Every swap generates fees - Traders earn Hookr Credit Points through activity - Users with the most credits receive priority access - They can borrow from the fees accumulated by the pool This creates a direct loop: More volume -> more fees -> more credit capacity -> stronger incentives to trade -> more volume. From a finance perspective, this is a major improvement in capital utilization. Liquidity no longer needs to move between an AMM and an external lending protocol. The pool can become a programmable balance sheet where trading and credit share the same infra. The modular model makes this more interesting. Hook builders can develop separate modules for leverage, dynamic fees, MEV recapture, LP rewards or other strategies. New token launches can activate these modules, while builders receive a share of the fees their hooks generate. So robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c is not only building another launchpad. It is building a distribution and monetization layer for Uniswap v4 hooks. I still want to see the final risk parameters, repayment logic and liquidity safeguards. Turning LP capital into credit introduces risks that normal swap pools do not have. But if the execution works, I think the key metric for liquidity pools will shift from simply measuring TVL to measuring how productively that liquidity is used. V4 hooks will be the biggest innovation we’ve ever seen in liquidity in 2026, and robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c is the top choice in this space. Let me know what you guys think: @dontbuytops @DineroDom0 @ika_xbt @gammichan @iruletrenches @travisbickle0x @ChillTRD @mynt_josh @winiam4444 @Crypto_peet

You could be a millionaire in 3-6 months. Just think about it for a minute. You could literally move from $0 to $1m. Lock in.

btw pro tip for the new guys: during a bull market you should actually be doing *less*, not more by over-rotating on your positions trying to catch the latest thing, or worst still, chase what is pumping, you mathematically erode your gains ex: → you hold $10k of token X. it doesn't move for weeks → you get bored, sell it, and buy token Y, which is already up 50% → Y goes up another 10%. you're at $11k. you feel smart. you don't take profit → Y cools off and drops 27% from the top. you're now at $8k → meanwhile X, the token you sold, finally runs 50% if you had done nothing: $15k because you "did something": $8k. 7k gap from one rotation, and a +25% to get back to where you started in a bull market, the most important thing to do, is sit on your hands. ideally you should have planned, allocated, and all you have left to do now is to hold.

🔥 You would have outperformed most market participants if you bought robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c at yesterday’s entry. robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c is flying right now. I’ll have a detailed update on their development tomorrow.

🔥 Most launchpads focus on helping a token launch. I’m more interested in what happens after that. @peachlfg gives creators 70% of the base trading fees generated by their token, from internal launch trading through graduation into Uniswap v4. Peach is also Arc’s official launching partner. The revenue share continues after graduation. Creators can also choose to: - Add a 0% to 10% creator fee - Use half of their base-fee share for buybacks - Distribute part of their revenue to holders once holder revenue sharing goes live From a finance perspective, this structure is much more interesting than charging a launch fee and ending the relationship there. It connects creator revenue to actual market activity throughout the token lifecycle. Now I want to see whether that alignment can produce stronger communities and longer-lasting markets on Arc. Peach goes live with @arc from Day 1. peach.ag/

🔥 The wealth effect is becoming my main thesis for the next Robinhood Chain rotation. In traditional markets, the wealth effect happens when rising asset prices make investors feel richer. That increases spending and risk appetite. On Robinhood, the same process happens faster because profits remain liquid, onchain and immediately reusable. We’ve already seen the first phase with $PONS, native NFTs and several early memes. Some users made strong returns, took profit, then started looking for the next trade inside the same ecosystem. This matters because Robinhood Chain now has a growing group of users with: - Realized profits - Higher risk tolerance - Experience using the chain - Capital already positioned onchain That is the demand side most new chains struggle to create. There is another part that also makes RH different. Many native memes are paired with tokenized stocks. Trading those memes can create direct demand for the stock token used as the quote asset. While some designs also lock that equity exposure inside liquidity pools or permanent vaults. Speculation is not separate from the RWA economy here. It can directly increase its liquidity and distribution. The data from similar markets supports this behavior. Users who entered through memecoin speculation converted into tokenized equity holders at 8.6%, versus only 0.6% when equities were offered directly. That is a 14x difference. My thesis is simple: - Speculation attracts users first. - Profits create the wealth effect. - The wealth effect increases risk allocation. - Stock-paired assets connect that activity back to tokenized equities. If this continues, Robinhood could develop a stronger internal capital cycle than chains where memes, DeFi and RWAs operate as separate markets. But this cycle can also reverse quickly. If leading assets keep falling, volume contracts and profits leave the chain, the wealth effect disappears. I’m mainly separating tokens in my watchlist into 3 groups: - Larger names with existing attention: $AI, solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR, $BONER, $INDEX - Mid-caps that could benefit from capital rotation: $ZZZ, robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3, $STANDARD, robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791, robinhood:0x15d36b6a28d8327abc7afabf0f106ae2c9af5c4d - Smaller, higher-risk bets: robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c robinhood:0x8d1612b4b78ebf08cfbf01a04fa270ccbb0509a2, $BOW, $MICRODUCK, robinhood:0xb9972ca7188e511174947e3936a5315ac7073277, $SHROOM I want to see leaders hold support, volume return after consolidation, and stronger names begin forming higher lows. It is on the Robinhood wealth effect returning.