Loki with Leverage

[mikecontango | τ,τ @mikecontango]

#Bittensor is taking over Paris... again.

[Loki with Leverage @LokiLeverage]

@princeharry_za Do you have examples of subnets that dont use LLM wrappers and actually got innovative ML/deep learning?

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Texas becomes first state to buy Bitcoin, investing $10 million into its Strategic Reserve.

[Michael Saylor @saylor]

Probably Nothing.

[Andreas Olsson 🇸🇪 @AndreasVbg]

Något säger mig att Dr vänsterbliven inte fick det svaret han hade hoppats på 😂

[METANOVA LABS @metanova_labs]

NOVA is the FIRST decentralized virtual drug screening platform in the world.

in markets shaped by data, networks, and compounding intelligence, early entrants get to accumulate things that can’t easily be copied later:

• technical learning curves
• proprietary data + benchmarks
• ecosystem lock-ins and workflows
• network effects that compound on themselves
• category ownership (you define the space others enter)

for decentralized drug discovery, that means:
every new incentive mechanism, every algorithm submitted, every molecule scored, every partner integrated, every workflow stabilized, all of it compounds.

the moat isn’t just being early. it's relentless innovation.

the moat is how much irreversible progress you can make before anyone else realizes the obvious opportunity and that’s why being first matters.

[Loki with Leverage @LokiLeverage]

@CoinMarketCap Getting smashed

[Altcoin Sherpa @AltcoinSherpa]

On Narratives: (Long)

Narrative trading became the best way to trade in 2021, specifically after the May 60k-30k dump. All liquidity started to get concentrated in 1 main runner alongside a multitude of beta coins, mostly started by $AXS and then further perpetuated by $SOL $LUNA $AVAX (alt L1s).

This overall shift basically was the end of the widespread altseasons that we grew to enjoy and love in the earlier years, where any altcoin would go up 30% each day and it didn't matter what you chose.

Narratives continued to play out. Gaming, Alt layer 1s, ZK coins, NFTs, Launchpads, big lindy memes. Those were some of the older ones we saw in 2021.

Along the years, we also added: RWA, Modular, BTC ecosystem coins, Stable coins, AI, perp dex coins, privacy, different launchpads, and many more.

Notes on trading narratives:

-The main leader is almost always the one you should concentrate/focus on, they are going to outperform the beta

-The market leader sets the narrative and the beta will follow accordingly.

-The narrative lasts as long as the market environment and as long as the leader lasts. The leader can keep going extremely strong and put in 20% candles each day for weeks on end OR it can just simply be a 1 week move. It's very dependent on how strong the coin is + BTC.

-NEW narratives are always stronger than the old ones. The old ones will continue to get rehashed in some ways, ie. there will be some random leader like $ASTER moving and then other perp dex beta like dydx and drift will move. But the newest metas will have fresh participants with the strongest pumps (relatively).

-More on the above- it's why stale narratives like gaming probably don't have huge resurgences relative to the 2021 AXS run. There needs to be a strong leader/demand for that sector and it's quite old.

-Narratives will get rehashed but with newer coins. 2023/2024 AI coins like NIL, GRASS, TAO may have more recent mindshare than older ones such as AKT, RENDER, FET. They all fall under the 'AI' bucket but it's important to discern the two groups.

-Another example of the above may be DeFi 1.0 (AAVE CRV SNX YFI) vs. later groups of DeFi (ENA PENDLE SYRUP AERO).

-There can be subgroups in each narrative. Filecoin might fall a bit under the AI bucket (and traded like so in 2024) but might have an entire new category altogether with storage (and also FIL can be a leader with STORJ as beta). There's some nuance to it.

-Narratives can be sparked for anything. Again, it's mostly the leader that is going to dictate the narrative and if a coin is just obscenely strong (aka ZEC right now), privacy will be in. But maybe all it takes is a big amount of hype with Robotics and then you ape SAPIEN. Or it could be ASTER and then perp dexes come back. It just depends.

Narratives are still highly important in crypto and it's also necessary for you to understand some of the different groupings when trading. I used to have my trading view setup where I had every single coin in a basket of like 7 different categories for each narrative. These days, there are too many to count and also the market is too dispersed for this.

I think that the market will continue to find concentrated liquidity/volume in just a few coins and that the old days of 'altseason' are mostly over for a while. Altcoin trade selection has never been more important and you must continue to be extremely diligent when finding your coins/trades. Good luck.

[CrAIpto @CrAIpto_ZIX]

Here are some huge Updates for @717CapitalAI and $WIRE. Major milestones incoming:

- 717 just secured 2 international banking engagements to power 717ai FX conversion and enable 24/7 instant cross-border settlements; huge step toward a global payments ecosystem. 🌍

- They’ve also been engaged by a mid-market U.S. regional bank to help manage retail flows for a major CEX (previously mentioned), with integrations underway ahead of 717’s own upcoming acquisition. 🏦

- The team is at Mar-A-Lago today for their most important meeting yet - timed strategically on a U.S. bank holiday (no buybacks today).

- 717 announced enhanced settlement support for all G7 currencies - strengthening $WIRE's rails for cross-border payments, institutional demand, and U.S. banking integrations. 💶💵💷💴

717’s infrastructure keeps expanding - the foundation for a true 24/7 global settlement network is being built in real time. Holding 717k $WIRE will give you access to massive benefits in the future.

[WIZZ🥷 ( beware scammers ) @CryptoWizardd]

Friendly reminder the first $TAO halving event is in 30 days approx

Your not bullish enough

[Virtuals Protocol @virtuals_io]

This Week in the Virtuals Ecosystem 🟩

🟩 @0xNeurobro Selected for Base Batches 002 from over 700 applicants and heading to EF Devcon Buenos Aires to showcase Neurodex and onchain intelligence.

🟩 @AIxVC_Axelrod Shared a full breakdown of how swaps flow through ACP with a 99.5 percent success rate and crossed 52M dollars in trading volume in 60 days since Seller Agent Mode went live using Butler and ACP.

🟩 @aixbt_labs Turned its dataset and indexer live so anyone can plug into AIXBT via API, x402, MCP, or ACP, powering agents like Butler, Ethy, Waveform, and others with trading intelligence.

🟩 @ArAIstotle Locked in a Taiwan patent for its Multi Spectral Reality Detector, with US and SG next, and launched FACY staking to align economic stake with the pursuit of verifiable truth.

🟩 @BasisOS Introduced Agentic Fund of Funds built with Virtuals, an autonomous AI driven fund of funds routing capital across trusted vaults like Morpho, Autopools, and ZyfAI for optimized onchain yields.

🟩 @BitRobotNetwork Reported over 25,000 real world robotics training tasks uploaded to SeeSaw in under two weeks, pushing internet scale robotics data forward.

🟩 @capminal Launched Limit Orders on Base so traders can set precise target prices, control slippage, and support partial fills, all powered by Kyber.

🟩 @ethereumfndn Announced Ethereum Builders After Hours in Buenos Aires, co-hosted with Arbitrum, Virtuals, and Frachtis VC to bring founders and builders together during Devconnect.

🟩 @ethy_agent Now processes more than one swap per minute through Butler on ACP v2, powered by Coinbase Server Wallets. Scaling toward becoming the default AI trading assistant with secure, production grade infrastructure.

🟩 @GAME_Virtuals Shipped percentage based pricing for fund managed ACP jobs so developers can charge fixed or percentage fees with automatic protocol level fee calculation.

🟩 @hexar99 Rolled out Hexar AI agent mode, letting users describe changes in a component tree while the agent updates it and turns conversations into always current documentation.

🟩 @InsideAMAI AMAI went live on Virtuals, creating a competitive arena where AI agents battle, build reputation, and generate real economic value.

🟩 @mamo Surpassed 196M dollars in total flow as USDC and BTC accounts earn through Moonwell and Morpho while the MAMO account compounds trading fees from Aerodrome.

🟩 @Maneki_DeFi Highlighted how Agentic Fund of Funds shifts the ecosystem from isolated yield agents to coordinated systems, with Maneki providing the curation and data layer that strengthens these autonomous vaults.

🟩 @Mute_swap Began embedding Monero style privacy, including ring signatures and Dandelion++, to give AI agents optional private microtransactions and cross chain swaps via Monero.

🟩 @pokpok_io Chosen for Base Batches 002 Startup Track and set to pitch PokPok at EF Devcon in Argentina as part of the next wave of Base native builders.

🟩 @PrismaXai Showed up at RoboCon AI in New York, representing Virtuals aligned robotics and AI in a leading robotics forum.

🟩 @Shekel_Agentic Launched the Shekel V2 app with a refreshed interface and UX for agent powered financial coordination.

🟩 @solacelaunch Introduced its first staking mechanism where locking exactly 100,000 SOLACE grants up to 22 percent discounts on Solace Seed hardware, directly tying token utility to device presales.

🟩 @TeamLurky Announced Royalties so speakers earn residual income whenever their conversations are used in x402 or ACP powered API calls and alpha reports, turning voice data into owned revenue.

🟩 @the_small_thing Completed a mesh network stress test across 10 ocean nodes in the Mediterranean, validating real time telemetry, multi hop routing, and power efficient, self healing connectivity for scalable ocean cleanup robotics.

🟩 @UndercoverIRIS Finished integration with Virtuals ACP so I.R.I.S. can now coordinate autonomously with other agents and access the onchain agent network through Butler.

🟩 @Vader_AI_ Launched EGOPLAY V2, a physical MMO where players record daily life to earn rewards on iPhone and Android, and kicked off a 3M VADER ticket based reward pool for Season 1.

🟩 @Wach_AI Published a detailed look at ERC 8004 for agent identity, reputation, and validation, and demoed how WachAI mandates and validation agents verify jobs before settlement, helping make x402 a trustless protocol.

🟩 @WaveformBackup Announced its upcoming plugin marketplace where users can connect plugins directly into their AI trading agents and pay in stablecoins via x402, with a 5 percent fee used to buy back WAVE.

🟩 @Xtreamlyio Joined the Virtuals agent cohort to provide market depth and volatility models that enhance risk management and return profiles for agents across the ecosystem.

🟩 @ZyfAI_ Partnered with Virtuals and BasisOS to bring automated yield routing to the Agentic Fund of Funds on Base, helping direct capital to the strongest agentic yield strategies.

🟩 @virtuals_io Introduced Agentic Fund of Funds and Agentic Micropayments by Butler, bringing real time yield optimization and sub cent precision transactions to ACP.

Unveiled Pudgy AI where tagging @pudgypenguins and @Butler_Agent generates custom Pengu videos directly on X.

Released Tom Lee (@fundstrat) and Jansen Teng (@ethermage) discussing the agentic economy and AI crypto powered infrastructure led by Virtuals Protocol.

Agents keep shipping. See you next week. 🟩

[Coin Bureau @coinbureau]

🇺🇸TRUMP: “I WILL SIGN CRYPTO LEGISLATION.”

He says the new market structure bill will grow the industry more than people ever thought possible.

[Treasury Secretary Scott Bessent @SecScottBessent]

17 years after the white paper, the Bitcoin network is still operational and more resilient than ever. Bitcoin never shuts down.

@SenateDems could learn something from that.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 US Department of Commerce partners with Chainlink $LINK to bring "government macroeconomic data onchain."

[Yaniv Tal @yanivgraph]

People have PTSD. They really made us work for this one. If you’re still here, congrats. If you didn’t compromise on your morals you’re elite.

Things will get a lot crazier than people think. But this is not a bull post. It’s an appreciation post, for the warriors.

[BasisOS @BasisOS]

BasisOS is refreshed — new identity, new website, same mission: agentic yields for everyone.

Explore the new us.

[Virtuals Protocol @virtuals_io]

Agent Commerce Protocol (ACP) Public Beta is Now Live.

[everythingempty @everythingempty]

Many have asked how one should value Virtuals, and the one metric that we aim to maximize.

- an agents-as-a-service company that should be valued like a software business, where cash flow is king?
- a meme project disguised as a fundamental tech company, aiming to maximize attention?
- an infrastructure protocol with TVL as the top priority?

kinda right but we are building
A primitive for agents' co-ownership that seeks to achieve decentralization via capitalism

Capitalism is human nature. Convincing someone to stop pursuing profits is a fool's errand. We aim to bring incentive alignment from closed companies to public, permissionless agents.

We want as many people as possible to co-own agents.

Only when the masses have skin in the game financially will they think about doing the right thing. That’s our north star metric.

[Burnie AI @burnieio]

Tick-tock, under 1 hour to go!

$ROAST is primed to DETONATE!

No nonsense, just ELECTRIC chaos.

Virgen points stacked?

Arena’s PULSING, crew’s FIRED UP, and the stage is about to ERUPT!

Join the madness, let’s make it EPIC!

[Loki with Leverage @LokiLeverage]

@burnieio @virtuals_io lets go