$M2M did a 1.5x from this news but looking at the likelihood of this happening, I believe it is underpriced. The Team keeps working and if it gets a grant, it goes much higher 🎊

Market Review:

I haven't said much about the war. It'll be a long-drawn out war, I feel. Regardless, we are seeing some volume return for the trenchers. The extractors are still working so be wary. Let's do a quick review of the recently shared plays and where they stand:

1. 🔥 $HACHI has recently bounched back from $2M to $5M. The Team has been working hard since months and it shows on the chart. I told you that if it doesn't slowly collapse with the market, this could be a $100M+ play. I'm still aligned with that and it's likely.

2. 🔥 $CASHTAGS came down a bit after Twitter didn't release the feature in Feb but as you see it still holds a 70k+ floor. This means that all the hype traders have left the chart and it still holds these levels despite of random people getting in from 20k levels. That shows you the distillation of holders and people who know and value what they're holding. I still believe it goes to $1M at feature launch and higher later.

3. 🔥 $M2M is the dark horse of this market. The Team has been building products and contributing to open-source software on the tron chain. Recently, TronDAO announced $1B in grants for AI builders on the chain. There is literally no one building anything on Tron so it is very likely that they get one. If 1000 Team get grants, that's $1M per Team. 1000 Teams aren't building AI on Tron. 100 Teams aren't building AI on Tron. So, you know where this stands.

4. 🔥 $UTOPIA Team has been at work since months. It's a well-connected Team who have recently developed uDegen showing their extensive experience working with platforms. They are people who know the space, the listing business and their faults. Whenever I'm looking at util plays, I'm looking for three things - relevant experience, distribution and grit. They qualify with high marks.

I think this is the right balance for this channel - one play a month. That allows me to find a play that I'm comfortable holding for months. There are decent plays but it takes time for me to be comfortable sharing it publicly and it's a very high bar. Some Teams are pissed that I show only support through indirect ways but I don't share them on the channel but I won't compromise on the standards here.

I am holding other plays apart from these and some of them will meet the upside vs risk standards and end up here. Maintaining such standards come at the cost of some good gambles but that's needed in a space where people's hold times have gone below a min (for good reason, ofc). We will push towards high conviction plays here. It's up to you how you play it and I'm always available in DMs if you have questions on any of the plays. Stay safe out there!

$HACHI continues its uptrend breaching $6M today 🍌

Justin has been pushing BAI today and M2M is a significant contributor to the repo. Just a matter of time 😆

https://github.com/BofAI/skills/graphs/contributors

https://x.com/uDegen_io/status/2046234257291436318

uDegen has added more intelligence to their page which allows you see if it has turned bullish.

The Team will keep working towards make it better 🎧