Current small cap conviction picks:

soliloquy: rumored to be Solana Foundation's AI agent. Initial tweet from Solana Foundation on Oct 14 specifically tags @soliloquy_cat, and mentions an application end date of Nov 15 (https://x.com/SolanaFndn/status/1845874913707807224). Soliloquy_cat account engages with the tweet on Oct 17, and goes radio silent until, surprise surprise, a second tweet on Nov 15 👀. With all these AI agents running on SOL, I think it's extremely likely that Solana themselves also want to participate in this AI agent wave and continue promoting SOL. Additionally, IMO the name is very clever (https://en.wikipedia.org/wiki/Soliloquy), literally self-referencing being an AI cat agent yapping to itself on twitter??? If anything, definitely a twitter account to keep eyes on for further developments.

Morris II: narrative is that it's named after the first AI virus, and the twitter bot has essentially been engaging with and antagonizing other popular AI agents. Clearly the appetite for new AI agents is still there with multiple new ones going >10M every day. However, as more AI agents flood the chain, it becomes increasingly important to have a unique angle, and Morris offers that by just trying to mess with the other AI agents. Additionally, Morris is a little older, meaning there's a solid community already formed, and the coin had its first breakout today past prev ATHs.

Please remember to DYOR! Just sharing my thoughts here primarily to help me verbalize my own trade ideas.

Who else sold the bottom of Luce and Shoggoth

Happy holidays to everyone! I'd like to start off by extending a warm welcome to all the newer members, both those who joined on their own accord or those from Rowdy's channel who stumbled their way into here! Sorry for not being very active these past few weeks. I've still been active on chain, just have not bothered to share any trades in here. Unfortunately, I know the last few smaller MC conviction plays didn't pan out very well, but that is the nature of the game — win some, lose some, can't let the losers get to your head and need to make sure that the winners can overshadow the losers.

I'm definitely planning on posting more regularly in 2025, and thanks to everyone for your support! Hoping to grow this channel a lot more in the coming months. With that being said, I'd like to extend my sincerest thanks to everyone who was here at the start. For full transparency, I will never, ever, ever do any paid deals/endorsements/calls. I will be fully allocating to any trades that get shared in this channel.

Again, a Merry Christmas to those who celebrate, and Happy Holidays to everyone else. Super excited for the opportunities that lie ahead~

No way the squid game creators made the squid game crypto coin a dog coin 😭

Happy New Year's everyone! Wishing everyone success and happiness in 2025. Seems like bid and believe szn is back

Been noticing that the recent big AI runners have had very large drawdowns (at least -70%) immediately after the initial hype pump before the actual pump (swarms, SNAI to name two recent ones). Need to remind myself to not FOMO and that opportunities are plentiful. Good tech takes time to build, so if you miss the first pump, don't buy the FOMO candle and instead wait for it to -70, which it inevitably will, and use that time to DD the project — is the team still building despite negative PA? A lot of teams are releasing some oftentimes not even MVP product just to get their coin on everyone's radar. Obviously none of these coins have any real utility, and they're just ways for you to speculate on the valuation of whatever project. Think the best r/r is to actually focus on older AI projects (1+ week) that are in their -70 to -90 range, and buy projects where you believe in the dev

Every scammer dev is now entering the Solana Sendai Hackathon

Okay who else thinks that these teams are legit just farming all the fake CAs themselves before deploying the real coin

(I'm getting farmed)

why does every coin look like this today

Testing comments, pls ignore!

who is building the tech that sends all the social media interns/mods to jail

True props to the Kolwaii dev, he's proving just how good of a gold farmer he is 👏

If I only had an hour left to live, I'd choose to spend it waiting for the kolwaii launch because it feels like an eternity.

Chat i was too stubborn to rotate 😭 congrats if you managed to full slam

https://www.tribe.run/join/c034f7

check out tribe! just playing around with my own tribe rn, pls don't expect anything! feel free to check out the leaderboards and buy tokens of whoever!

Definitely needed to read this 😅. Another thing I learned (but don't always practice) and wanted to add regarding maintaining mental clarity is that it's important to be cognizant of the information asymmetry, and that just because you saw a coin at 100k, or 1M, doesn't necessarily mean you had all the information necessary to make a +EV bet. Perhaps more information was revealed to you at 5M or even 10M, such that the bet finally became +EV. There's no point coping about how early you saw the coin, especially if you stare at memescope all day, since you did not have the information that would have allowed you to act when you first saw the coin (unless of course you're just completely gambling). Both of these are definitely things I need to keep working on!