$GOAT was both a memecoin and the leader of the AI agent narrative

In the end, it is now much smaller vs both VIRTUAL which is 'serious' AI agent infra, and FARTCOIN, which is a pure meme that emerged from this narrative

The person who chases two rabbits catches neither

STRKBTC chart

Coin selection is extremely important

$PEAQ

- New coin
- Depin L1
- Chart looks good
- Popular on Crypto Youtube / gives me KAS vibes

That being said

VIRTUAL - $3.4bn MC
AI16Z - $1.3bn
FARTCOIN - $870M
GOAT - $440M
AIXBT - $370M

While GOAT was the leader not too long ago ?

Yeah, GOAT should be a good r/r here

CEX memes have started showing first signs of life

Very timid tho but something to monitor

60-day top gainers

The picture is pretty clear

ETH memes I like :

$PEPE - $7.8bn mcap
$MOG - $870M
$SPX - $830M
$HPOS - $185M
$DOG - $50M
$LMEOW - $33M
$JOE - $30M
$KEKEC - $10M

Gosh this chart is painful

How many people capitulated on $DEGEN during the summer just to top ape it again in November and be underwater again

Smaller ones :

$FROGE - $8M
$BCAT - $6M
$SWAG - $5M
$QUBY - $2.5M

Not many memes (excl. AI) are showing strength vs market :

$SPX
$FWOG
$GIGA

Current state of the trenches

I vividly remember that someone on CT posted a chart of $INJ in early 2024 and he said that it lost its trend and would probably be and underperformer from now on

He was dead right

$OMEGA looks great here

I just love the esthetics of that coin so much

⧫⧫⧫⧫⧫ Ω ⧫⧫⧫⧫⧫

Hopefully Saylor announces that they bought dust like $300M worth of $BTC

$200M announced 😬

Not surprising given the CB discount all week, but it also looks like we've not been in the blACkOut pEriOD yet

https://x.com/saylor/status/1873716433919803868

Coinbase discount above $250 wow

Memes relative strength noticeable on the spaghetti chart

Fully deployed right now

I will lever up if we get sub $90k but I'd prefer not to see it

It's an AI agent world

Lol

I am buying $FUEL now that it's listed on Bybit perps

I think it's a very overlooked L2 play

Adding on any dip