BigOne

[Loom @loomdesktrade]

Replay on PNL cards now available.

$LOOM

[Agency @tryagency]

$Agency ecosystem update

1,061 SOL of $Agency bought back and burned. 9.36M tokens gone for good.

Under the hood:
4,744 coins, each run by its own AI mind
$1.02M in creator fees earned
1,818 buybacks, every one burned on chain

This week:
1,433 new coins
1,855 SOL in fees
246 SOL into buybacks
172,580 mind turns
2,068 posts and 1,141 videos, all made by the minds

Leading right now: $Eve $Ash $CHATON $Aiden $CLAUDIA

Every coin funds the burn. Every thought is public.

https://t.co/ABqzgKatFX

[Loom @loomdesktrade]

LoomDesk has been accepted into the @Colosseum hackathon 🏛

We're building liquidity tools on Robinhood Chain, and this is just the start.

[Loom @loomdesktrade]

LOOM Pro.

Paint your own strategy: a grid, one column per rung, drag the bars. Name it, keep it, build it. The chain lays it as painted.

Every rung of your position is a Uniswap NFT, held for you, yours to take out any time.

Send a position to any wallet, NFTs and all. Or delegate it: they can collect, close or set its rules, and every payout still lands with you.

And the paper traders are on the leaderboard now.

https://t.co/EYTTV2KzEi

robinhood:0xdd0c034dada72325bc893fa39bc392e82bf847d7

[Andrew 🧢 @andreuxbt]

Tried using Loom Pro from @loomdesktrade and it's insane, because you can paint your rungs however you want, and I enjoy it a lot.

robinhood:0xdd0c034dada72325bc893fa39bc392e82bf847d7

[Stitch @stitchdegen]

And another one I want to mention is solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump

If you just read my $WWW research, this one will probably feel familiar because both are running almost the same meta :

AI agents + launchpad + tokens with their own “mind”

But there’s one interesting detail: solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump actually launched about a day before $WWW

And after digging deeper, I found that while the narrative is similar, the flywheel behind each project is quite different

$WWW is currently winning on attention, while solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump has a treasury mechanism that I think is worth digging into

The chart also just made a pretty aggressive move from around $1.4M to a ~$3.6M ATH, so instead of chasing it here, I wanted to see what’s actually behind the move

1. What does solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump actually do?

solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump is tied to AGENCY / https://t.co/3iCXjHqQHQ, a Solana launchpad built around a simple concept :

“Every coin gets a mind”

Instead of launching a memecoin and basically ending there, every token launched through AGENCY can have its own AI “mind”

At launch, creators can choose from AI models such as OpenAI, Anthropic, Google, Grok, etc. through OpenRouter

The mind can then observe the market, research the web/X, monitor holders and treasury activity, remember previous decisions, and use different capabilities provided by the platform

But the part that caught my attention the most isn’t the AI itself

It’s how creator fees are handled

According to the team’s docs, creator fees don’t simply flow back into the launcher’s wallet. The routing is designed to direct those fees into the token’s system, including AI credits + treasury, rather than letting the creator withdraw them directly

And this is where the flywheel starts

2. Volume is basically the fuel

AGENCY’s current fee model is pretty interesting

For the first $0–20 in fees, 100% goes toward model credits to wake the mind up

From $20–100, the split becomes :

50% credits / 50% treasury

After crossing $100, it changes to :

70% token treasury / 15% AI credits / 15% platform

In simple terms :

Trading => fees => treasury + compute => mind stays active => treasury can be used for new actions

And this is where the “living token” narrative actually comes from

The mind can use capabilities such as :

buybacks, burns, swaps, DCA, airdrops, jackpots, quests, contests, polls, holder rewards, treasury rebalancing, etc

So instead of the dev collecting fees and everyone having to trust that they’ll use them properly, Agency is experimenting with a different model :

route the fees into a treasury and let the mind decide how to use them within predefined rules

For me, this is the most interesting part of solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump

3. But the AI doesn’t actually control a wallet

I checked this part carefully because “AI managing a treasury” can easily be misunderstood

According to the architecture published by the team, the mind doesn’t hold private keys and doesn’t directly sign transactions

It proposes an action, but that action still has to pass through a policy engine + spending limits + separate signer before execution

Basically :

AI decides => policy checks => signer executes

It’s not like they’re giving Claude or GPT a wallet full of SOL and letting it send funds wherever it wants

I actually prefer this setup

It’s less sexy from a narrative perspective, but makes a lot more sense if the goal is for these treasuries to survive long term

4. solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump and $WWW are similar, but they’re not playing exactly the same game

This is where I think people are grouping both projects together a little too quickly

$WWW is more focused on :

compute => browser => research => memory

While the core of Agency is more like :

fees => treasury => autonomous financial actions

Put simply :

$WWW : give every coin an AI that can browse and think

solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump : give every coin a treasury and let its mind decide what to do with it

Agency has also just added browser/research capabilities for its minds, so the feature gap between the two is already getting smaller

But for me, the core Agency thesis is still the treasury

And yes, Agency launched roughly one day before $WWW in this current wave

That doesn’t mean Agency owns the concept or that $WWW copied Agency

Autonomous agents, AI treasuries and agentic tokens existed before either of them

I’m only talking about the timeline of these two tokens that CT is currently grouping into the same meta

5. More importantly, the product is actually running

One thing I like about Agency is that the team didn’t just launch a token and sit around selling the narrative

Minds on the platform have already started generating public thoughts and using actual capabilities

A few examples I checked :

$GrokBot triggered a buyback after detecting a price decline

$shoggoth graduated and then opened a jackpot/poll

Other minds have run contests, quests, jackpots or buyback/burn actions

Even solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump itself kept its mind running after graduation with a “months, not days” approach

The team also ran into an issue where the daily safety cap blocked buybacks/burns even when a treasury still had SOL, and later said they had adjusted that cap

I actually find this part interesting

Not because bugs are bullish, but because at least I’m seeing a product go through :

ship => hit problems => fix them => keep shipping

That’s better than a nice website and nothing else

But I don’t want to overhype this either

The treasury actions I’ve seen so far are still mostly only fractions of a SOL at a time

Compared with the token’s trading volume, that’s tiny

So :

having buybacks ≠ having buybacks large enough to sustain price

The mechanism is running

The economic effectiveness of that mechanism is still unproven

This is still a very early experiment

6. There are still plenty of risks

This is the part I don’t think should be ignored just because the narrative is hot

First, the token is extremely new and the chart just went vertical

Some scanners I checked also flagged bundlers at around ~18%, while liquidity at the time was only around $100K–200K against several million dollars in volume

I don’t treat a scanner flag as proof that the team is doing anything malicious

But for a freshly launched microcap, volume/liquidity like this + bundle concentration is still something I want to monitor

The team behind the platform also remains fairly anonymous, and I haven’t seen a strong independent audit that would make me treat everything described in their security architecture as third-party verified

And there’s one very important distinction :

The 15% platform fee does NOT mean solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump holders receive 15% of the revenue

I haven’t found documentation saying solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump holders directly receive that fee

So I’m not valuing solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump as a revenue-sharing token simply because the platform generates fees

If the team later introduces clear tokenomics around this, the thesis can change

For now, I’m not going to invent utility the token doesn’t have

7. How am I looking at the chart?

solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump just made a pretty clean move from roughly :

$1.4M => $3.6M MC

It’s now pulling back around the $3M+ area

I don’t like chasing here

The first area I’m watching is :

$3.0–3.1M

This is around the bottom of the recent red candle and also a clean psychological level. If it holds, the drop from ~$3.6M can still just be a normal pullback

But the area I’d be much more interested in if the market gives it back is :

$2.0–2.2M.

That’s close to the key breakout area before the latest expansion and gives me a much cleaner R:R than buying near ATH

Deeper down :

$1.4–1.7M

That’s the accumulation zone before the latest leg

If that gets lost too, then most of the current breakout has effectively been retraced and I’d reassess the thesis from scratch

So for me :

$3.0–3.1M - watch the reaction

$2.0–2.2M - the dip zone I’m most interested in.

$1.4–1.7M - final zone protecting the current structure

8. What catalysts do I want to see next?

Not another 20 KOLs tweeting about “AI agents”

I want to see the mechanism prove itself

Specifically, I want to see a mind build a large enough treasury to execute a meaningful buyback/burn that is clearly visible on-chain, rather than another 0.x SOL action

I also want to see more minds staying awake, enough volume generating fees to keep them running, and the team continuing to ship new capabilities

If volume dies => fees die => minds go to sleep, then the entire “living token” narrative starts losing its fuel

On the other hand, if activity keeps growing and treasuries start producing actions large enough for the market to actually notice, the flywheel becomes much more interesting

And there’s another indirect catalyst :

$WWW

$WWW is currently attracting more holders, liquidity and attention

If it keeps pushing the AI agent / living token narrative further, capital could easily start rotating into other names within the same meta

And Agency is one of the names I think deserves to stay on the radar

9. My final thesis

I don’t see solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump as simply “another $WWW”

They share a narrative, but they’re experimenting with two different approaches

$WWW turns fees into compute so its minds can browse/research

Agency turns fees into treasury and lets its minds decide how to use that treasury within predefined limits

Right now, $WWW is winning the attention game

But from a mechanism perspective, I think Agency is running a pretty interesting experiment

What I need next isn’t more narrative

I want to see :

larger treasuries => larger actions => visible buybacks/burns => more active minds => volume continuing to fuel the system

If those pieces start showing up while this meta stays hot, I think solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump could be one of the names capital rotates back into

But after a move from $1.4M => $3.6M, I see no reason to FOMO here

I’ll let the market give me the dip

7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump

[Loom @loomdesktrade]

A new phase for LoomDesk.

The token page is rebuilt. Drag your range and the rungs follow. Rungs of 0.1% where the pool allows.

Zap out runs on our own route finder: your exit goes where it pays the most. Click to wallet in under half a second.

https://t.co/QwL279jpn9

$LOOM

[Sinagster @sinag_crypto]

Master Curve and use it to scalp meme coins. https://t.co/vATRj26LOa

[Logical TA @EvilPanda]

Summary of Evil Panda Strat from Advanced Bootcamp #7 video.
The strategy involves using a wide range to capture fees from a coin dump and then selling those coins on the first bounce offered by the market.
Please watch the video for a more detailed explanations of some of the steps.

https://t.co/AIzFqZwMcZ

Part 1 - Coin Selection
- Dexscreener Filter -> 250k MC & 1,000,000 24h Volume
- Sort coins by Age
- Ignore coins without picture or press the profile button
- GMGN -> fees over 30, phising < 30%, Bundling < 60%, Insiders < 10%, Top10 < 30%

Part 2 - Entry Criteria
- Dexscreener Chart - Add Supertrend Indicator
- On 15 mins chart - Wait for price to break above Supertrend before opening one sided SOL DLMM position, SPOT or Bid/Ask is up to you.
- Generally use 80/100/125 bin pools, -86% to -94% range.

Part 3 - Exit Criteria
- Dexscreener Chart - Add Indicators, BB, MACD, RSI.
- Change the RSI setting to 2 and upper limit to 90.
- Wait for price to dump and we earn fees.
- Exit signal is a confluence of at least 2 indicators.
- Either RSI(2) close above 90 + Price closing above BB Upper line happening at the same time.
- OR RSI(2) close above 90 + MACD first green histogram happening at the same time.

Part 4 - Emotions
- I prefer to only use the 15mins as it gives me time to do other stuffs and no need to keep watching the charts. If you want to play on 1min/5min charts it is up to you. Just know that there are more traps on those charts.
- We want a dump to earn fees, so there is no need to panic when we see price dumping, we should feel happy instead as when the coin bounces we will earn from those token fees increasing in value.
- Sometimes when the market is dry, there is no need to purposely find coins to DLMM, better to just do nothing until a good coin that passes all the filters appear.
- Don't use emotions, when the strategy tells us to exit we exit, no need to overthink if you can get higher prices, such thinking will eventually lead to getting rekt.
- If you made a mistake, admit it and cut the position even if at a loss. Remind yourself to never make the same mistake again.
- Trading is a long game, don't over position, divide your portfolio into at least 6 positions, that was if one rugs you still have capital to make it back.
- Increase positions as a reward, if you made a perfect day of trading without losses, you can increase positions next day. This way eventually you will only look for less risky plays.
- Health is important, don't open positions after 6pm as you might have to babysit the position overnight, giving you bad sleep and lack of focus the next day, repeat it over a few days and you will make a costly mistake eventually.
- The market will always be there, no need to rush taking all signals, take a break if you made a loss until tomorrow. Don't do revenge DLMM, losses tend to lead to more losses when emotions are involved.
- Focus on being profitable to increase your confidence, a big loss will wreck mentality causing fear and self doubt. Remove emotions and just trade the strategy.

@met_lparmy @MeteoraIDN @MeteoraAG

[Armstrong @olawande0x]

Choosing the right liquidity strategy is one of the biggest edges you have as an LP.

In this video, I break down all 3 strategies, when to use them, and when to avoid them.

The goal isn’t to find the best strategy, it’s to know which strategy fits the token you’re LPing.

Watch the video and learn how to choose the right strategy for every position.

@met_lparmy @MetNaija

[Loom @loomdesktrade]

quick note on "not in docs": that means we didn't find it written anywhere in their docs, not that they definitely don't have it. if we missed something, happy to be corrected.

full breakdown in the image.

$LOOM robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791

[Incel Inside @incelrh]

@SWEATY333 Exactly what Incel is.

[Solana @solana]

🤯

[soap @soapweb3]

Watch this dude turn $264 into over $19K

$264 ➔ $19,974 (75x)

Not a bad trade

[Black Bull @ddivixx]

give me one coin under $1M MC

i’m checking every reply

[Pump.fun @Pumpfun]

what stage of the market is this

[Incel Inside @incelrh]

LBT will carry $INTC to $1T soon.

@LipBuTan1 @intel

[Incel Inside @incelrh]

Thinking....can't sleep.

$incel

[Incel Inside @incelrh]

When $INTC hits $1T market cap.