Let's take some time to do a quick review of the current projects.
$HACHI - Market sentiment is at an ATL. People are uncertain and there is scared capital around, if any. Looking at everything, Hachi has held up so well and maintains a consistent floor of 5M-5.5M. SOL dropped 30% in that period but Hachi lives on strong. If it survives this market (has good chances), it could be a 9-fig project.
$CASHTAGS - Twitter is going to release their Smart Cashtags feature soon. The Team is continuing with what they promised and bought back and burnt 11 SOL of Cashtags. The total burnt supply is 6.6% now. This is one of the best opportunities in this market. The Team is competent, the narrative is good and the current holders have been holding for a long time, showing stability and belief.
Thesis 1 | Thesis 2 | Thesis 3
$M2M - This is a wild one. A massive asymmetrical bet in this market. The chart has been holding up well and hasn't breached the 80k floor in a week. The utility is of massive importance to Tron, which sees one bonded token a month on their chain. A utility of such massive value for a chain is rare to see tokenized. If justin wants to have AI on Tron, we should see support coming from him. Seeing the growth of ERC-8004, this seems like a good bet. If it hits, should be 100x - 200x opportunity.
The overall market is shot and there's a lot of scared liquidity so only bid something for a long-term hold if you believe it will be relevant 2 months later. As vibe coding tools have gained more prominence, distribution has become more important over just implementation. While hunting for a good investment opportunity, please ensure that the Team has the grit to keep delivering improvements on top of their utility as soon as it launches.
If you are not able to find such projects, just wait and observe. There's no need to lose money in this market when I know that the times will improve. AI is slowly phasing out the need to hire graduates which will effectively close the white collar route for many young people. Once the university to a white collar job pathway closes, people would need to find alternate means to sustain. Crypto will be one of the options. It has the benefit of acting as a commodity while providing ways to sustainably build through an easy tap into crowdsourcing.
The age of founders and entrepreneurs is upon us and Crypto will play a major role in that future. For the rest of the people, who do not get into an alternate means of income, will have to be supported by governments through stimmies and massive debt-backed stimulus projects, which will further devalue paper currency. If they don't do that, the spending power of people will go down, leading to a crash of the stock market which will hurt the top 1% significantly and it won't be allowed.
So, save your Crypto and wait for the right opportunities. You're at the forefront of the only easily movable, limited supply commodity (yes, a commodity). Once you own it, you truly own it and no one can take it from you. Such a commodity will be scarce in this new future.
$HACHI - Market sentiment is at an ATL. People are uncertain and there is scared capital around, if any. Looking at everything, Hachi has held up so well and maintains a consistent floor of 5M-5.5M. SOL dropped 30% in that period but Hachi lives on strong. If it survives this market (has good chances), it could be a 9-fig project.
$CASHTAGS - Twitter is going to release their Smart Cashtags feature soon. The Team is continuing with what they promised and bought back and burnt 11 SOL of Cashtags. The total burnt supply is 6.6% now. This is one of the best opportunities in this market. The Team is competent, the narrative is good and the current holders have been holding for a long time, showing stability and belief.
Thesis 1 | Thesis 2 | Thesis 3
$M2M - This is a wild one. A massive asymmetrical bet in this market. The chart has been holding up well and hasn't breached the 80k floor in a week. The utility is of massive importance to Tron, which sees one bonded token a month on their chain. A utility of such massive value for a chain is rare to see tokenized. If justin wants to have AI on Tron, we should see support coming from him. Seeing the growth of ERC-8004, this seems like a good bet. If it hits, should be 100x - 200x opportunity.
The overall market is shot and there's a lot of scared liquidity so only bid something for a long-term hold if you believe it will be relevant 2 months later. As vibe coding tools have gained more prominence, distribution has become more important over just implementation. While hunting for a good investment opportunity, please ensure that the Team has the grit to keep delivering improvements on top of their utility as soon as it launches.
If you are not able to find such projects, just wait and observe. There's no need to lose money in this market when I know that the times will improve. AI is slowly phasing out the need to hire graduates which will effectively close the white collar route for many young people. Once the university to a white collar job pathway closes, people would need to find alternate means to sustain. Crypto will be one of the options. It has the benefit of acting as a commodity while providing ways to sustainably build through an easy tap into crowdsourcing.
The age of founders and entrepreneurs is upon us and Crypto will play a major role in that future. For the rest of the people, who do not get into an alternate means of income, will have to be supported by governments through stimmies and massive debt-backed stimulus projects, which will further devalue paper currency. If they don't do that, the spending power of people will go down, leading to a crash of the stock market which will hurt the top 1% significantly and it won't be allowed.
So, save your Crypto and wait for the right opportunities. You're at the forefront of the only easily movable, limited supply commodity (yes, a commodity). Once you own it, you truly own it and no one can take it from you. Such a commodity will be scarce in this new future.
❤3😁1🤝1
Forwarded from ICM Bullrun (Andrew Seb)
X (formerly Twitter)
Foundry (@unbrowse) on X
We will be featured on This Week in Startups Podcast, LIVE, hosted by Jason Calacanis @Jason @twistartups on their X livestream at 12pm CT!
Will be demoing https://t.co/i2weHaW9kE, the browser built for agents.
https://t.co/JlyOn7kt6Y
Will be demoing https://t.co/i2weHaW9kE, the browser built for agents.
https://t.co/JlyOn7kt6Y
Forwarded from ICM Bullrun (Andrew Seb)
https://www.youtube.com/watch?v=D416AnOTFLw
Foundry Dev is live! with Jason and Dedey Das (Anthropic VC)
Foundry Dev is live! with Jason and Dedey Das (Anthropic VC)
YouTube
Behind The Scenes With OpenClaw Contributor #3 | TWiST E2255
We’re going behind the curtain today, we’ve got a packed show!
We found Tyler Yust, OpenClaw’s third contributor who’s bound to have some great insights from within foundation!
Then, we’re bringing on Deedy Das, of Menlo Ventures, to discuss the state…
We found Tyler Yust, OpenClaw’s third contributor who’s bound to have some great insights from within foundation!
Then, we’re bringing on Deedy Das, of Menlo Ventures, to discuss the state…
❤1
How crypto influencers sabotage themselves by promoting online casinos:
Crypto influencers are unique. Growth is often symbiotic: an influencer backs a project, followers buy and join the community, the community amplifies, and momentum takes over, making money for the influencer and the community.
When the token does well, everyone gains reputation. That reputation is social capital that makes future calls more powerful.
Casino partnerships change the incentive. Casinos pay when your followers lose, so the more they lose, the more you earn. That flips the model from compounding value with the community to extracting it from the community.
This shifts the relationship from symbiosis to parasitism. Instead of building shared upside, it profits from harm until there is nothing left.
Crypto and gambling may look similar to outsiders, but their incentives are polar opposites. If you influence people, your currency is trust. Don’t monetize their losses.
Crypto influencers are unique. Growth is often symbiotic: an influencer backs a project, followers buy and join the community, the community amplifies, and momentum takes over, making money for the influencer and the community.
When the token does well, everyone gains reputation. That reputation is social capital that makes future calls more powerful.
Casino partnerships change the incentive. Casinos pay when your followers lose, so the more they lose, the more you earn. That flips the model from compounding value with the community to extracting it from the community.
This shifts the relationship from symbiosis to parasitism. Instead of building shared upside, it profits from harm until there is nothing left.
Crypto and gambling may look similar to outsiders, but their incentives are polar opposites. If you influence people, your currency is trust. Don’t monetize their losses.
🤝4
BullRun Calls
Till now, the Team has done 58.5 SOL in buybacks. They will continue doing so till 500k. Cashtags will win eventually 😆
Please open Telegram to view this post
VIEW IN TELEGRAM
❤2
BullRun Calls
The Team has been working hard and contributing to Tron eco repos to become a pillar of the Tron eco. They have released a new Smart Contract Scanner agent for Tron contracts. It is now indexed by TronScan, the leading scanner on Tron. Step by step.
https://x.com/m2m_registry/status/2027774050274308600
https://x.com/m2m_registry/status/2027774050274308600
❤1
BullRun Calls
Follow their new Telegram group for updates:
https://t.iss.one/cashtagssolana
https://t.iss.one/cashtagssolana
Telegram
$CASHTAGS - Smart Cashtags
$CASHTAGS
CA:55PbiW5TQ9QqcyJN4rUcZsigBhAkBwV1YcGfyAjSpump
Web: www.smartcashtags.io
X: https://x.com/Smart_Cashtags
Coingecko: https://www.coingecko.com/en/coins/smart-cashtags
CA:55PbiW5TQ9QqcyJN4rUcZsigBhAkBwV1YcGfyAjSpump
Web: www.smartcashtags.io
X: https://x.com/Smart_Cashtags
Coingecko: https://www.coingecko.com/en/coins/smart-cashtags
👍1
$HACHI back in the news where Hachi was saved against a bad neighbour in Texas. If this catches more eyes, it'll become a driver for Hachi.
https://x.com/LoneStarChica/status/2031059046669623790?s=20
https://x.com/LoneStarChica/status/2031059046669623790?s=20
X (formerly Twitter)
Leisha (@LoneStarChica) on X
WE WON!!!!
WE SAVED HACHI!!!!!
WE SAVED HACHI!!!!!
🔥1
One of the OG BSC Teams brings us $UTOPIA. They launched 6 months ago and they are still working on the project. I didn't get opportunity to share it at launch as it ran up too fast and then the market came down. The impacts of 10/10 were going to hit hard and it did.
So, six months later, the Team has continuously been working on the project. They got listed on gazillion platforms and they tweet everyday, putting their name out there. That shows dedication and inclination to make this bigger than it is right now.
They have been working on uDegen, a utility paired with $Utopia to assist and reward holders with their trading. This involves distribution of platform fees to holders. Their new platform is live now.
CA:
0xd83C128e7498bE555845A6dc331A99E1524C1777Current MC: 289k
Chart:
https://udegen.io/bsc/0xd83C128e7498bE555845A6dc331A99E1524C1777
Please open Telegram to view this post
VIEW IN TELEGRAM
❤5👍2🔥2
Forwarded from buytech
Please open Telegram to view this post
VIEW IN TELEGRAM
🔥2
BullRun Calls
https://x.com/trondao/status/2036150400273821699?s=20
If the DAO chooses 1000 projects, that's $1M each. The number of AI projects on Tron can be counted on your fingertips. Go figure.
👀2
BullRun Calls
If the DAO chooses 1000 projects, that's $1M each. The number of AI projects on Tron can be counted on your fingertips. Go figure.
$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 🎊
Please open Telegram to view this post
VIEW IN TELEGRAM
❤2
BullRun Calls
If the DAO chooses 1000 projects, that's $1M each. The number of AI projects on Tron can be counted on your fingertips. Go figure.
Almost hit $150k some time back which would be around 2.5x but these are rookie numbers. This is primed to be a 100x token. Tron will start giving out grants and even a small grant brings validity to the work the Team has been doing, since 1.5 months.
$M2M to the moon!
$M2M to the moon!
❤2
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!
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.
2.
3.
4.
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!
Please open Telegram to view this post
VIEW IN TELEGRAM
🔥4👍2🤝2
BullRun Calls
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…
Please open Telegram to view this post
VIEW IN TELEGRAM
🔥6
$M2M Team has been working while people wonder whether to enter or not:
https://x.com/m2m_registry/status/2039612038431842377
https://x.com/m2m_registry/status/2039612038431842377
X (formerly Twitter)
M2M Agent Registry (@m2m_registry) on X
We've been actively submitting PRs to BankofAI's core repos to strengthen agent identities, and several have already been reviewed, approved, and merged, moving us closer to a truly autonomous agent economy.
Here are some examples of PRs we've submitted…
Here are some examples of PRs we've submitted…
🔥3
BullRun Calls
$Utopia has been growing and the Team has been verifying more tokens everyday. Check the stats below:
Users: 128 → 502
Coins tracked: 150 → 358
Verified projects: 1 → 25
A portion of platform earnings go back into the token. The current listing and trading terminals are on extreme ends of what they do. Utopia will sit in the middle to offer best of both worlds which could be much more consumable for normies and people who need a platform with safe tokens and allows decent trading tools. There is a market of people who don't execute 50 trades a minute on Memescope.
Users: 128 → 502
Coins tracked: 150 → 358
Verified projects: 1 → 25
A portion of platform earnings go back into the token. The current listing and trading terminals are on extreme ends of what they do. Utopia will sit in the middle to offer best of both worlds which could be much more consumable for normies and people who need a platform with safe tokens and allows decent trading tools. There is a market of people who don't execute 50 trades a minute on Memescope.
❤2