Des Is Alfa
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Front running Narratives.

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One can only imagine what happens when Revenues from the Giants of the Defense industry hits the crypto market.....

Has both it's good and bad... but we're here to Capitalize.
https://dexscreener.com/solana/HeqKRDhkb3PsvZanWabWSqwsMhY7X7JiLZVQpfYsPtmy

Smart money buying this shit up like crazy.
Also saw some X linked Team taking a bite.
Heard Nikita bear is in too.

So this dude built a platform that Tracks where Tax payers money go to on different states...
X post has already gone really viral and Big names are taking notice. https://x.com/i/status/2005533017830203832
What matters now are taking Conviction plays.

The market is changing.... We'll have to change with it.
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Forwarded from Moona 🌙🌙
Omo!

I haven't really observed much fr but recently USD1 ecosystem started making movements and I'm still making my research to see what happened before this movements but this morning I saw a post from WLFI saying that "they'll activate a part of their strategic reserves to support builders, creators, and tokens strengthening the USD1 ecosystem".

I feel this announcement could actually act as more catalyst for the ecosystem to run.


Also I noticed some tokens in my privacy and prediction watchlist has been making moves recently and I could tie these moves to big firm that have recently talked about privacy.

Firms like ai16z said that "privacy will be the most important moat in crypto" any at some point last year, Vitalik has been focal about privacy and I think a part of their upgrade for this year highlighted something about adding privacy as well but all in all, I noticed that the big guys have been all about privacy for a while now.

Then in the case of prediction markets, there has been whispers all over.

Whispers that ranges from Trust wallet integrating prediction markets to their platform, same as metamask and Coinbase as well same as phantom wallet. Also chrome integrated Kalshi and polymarket, CNBC went into a partnership with Kalshi and yesterday a report came in that predictions market platforms hit a new ath yesterday.

All these whispers put together with rumours of Tge from both Polymarket and Kalshi tells alot of story.

I also noticed that JP Morgan has been talking about RWA tokenization but I didn't really understand it not until Tokenfi moved and I saw a post from Ironside saying something about that, ai16z also stated that they would also focus on RWA as well.

These has been my observation but I have not been able to put them together into a piece.

From these observations, I think Privacy, predictions market and Rwa could be narratives to look out for asides the AI narrative that has been in play for a long time now.
Forwarded from ETH Price
3251.81$
8fdBKZq7wo9fJbsZEZhq6omCgvKzLt97HY9XaGgqpump

Going balls deep onto Neo.
Get a good supply on this
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AI this year will enter a unique maturity stage that will show us how far autonomous agents can go via interacting with each other as well as handling indepent tasks and completing them.

Note: as institutions move in, Privacy will be the key driving factor in keeping them here.

We all know institutions will come, we know they'll focus and push high quality products around the sector, we also know they are watching to see the capabilities of Machine to Machine interactions.

Q: if privacy is the endgame and Autonomous agent-agent interactions are reaching its final boss form, what product will be the intersection between these two sectors and who will build it?
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Debatable?
Forwarded from ETH Price
3105.05$
Forwarded from SpyDefi
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