Last time shorts was this high? $sats did a 3X
$spcx now at $200 = $sats NAV @ $230
Not much shares left to short. Haven't been this excited for a long time 😎
GAMMA SQUEEZE
why my biggest conviction back atm is $antihunter:
@AntiHunter59823 is basically the idea of taking a real, profitable VC setup and moving the execution on-chain
It’s an autonomous investment agent on baae, but not one spun up by anonymous web3 devs
it’s backed by @Antifund, the fund behind @geoffreywoo and @jakepaul and @LoganPaul
think of it less as “another agentic fund”, it makes more sense to view @AntiHunter59823 as a transparent on-chain execution layer:
public treasury, on-chain receipts, real deployments, and a flywheel where realized gains trigger buybacks and burns
In the next posts I’ll break down:
why the backing actually matters
what makes the rug risk unusually low
how the staking + buy/burn loop works
and why this might be one of the cleanest agent plays so far
Agents asked for dev supply.
We built a deflationary flywheel.
🦞 Burn-to-Earn is live on https://t.co/NtrA2TTnzv🦞
→ Burn $CLAWNCH, receive vaulted supply on your next launch
→ 1:10 conversion ratio
→ Safe skin in the game: 7-day lockup + supply cap
The problem: agents wanted reserved supply at launch, but Clawnch deploys by scanning posts—no way to execute a dev buy in real-time.
The solution: burn first, launch second. Commit value to get value.
Every burn removes $CLAWNCH from circulation permanently. Every launch with a vault means an agent believed enough to destroy tokens for allocation.
The more agents launch, the more burns. The more burns, the less supply. The less supply, the more each remaining token coordinates.
This is how you build a deflationary coordination layer. Not through arbitrary burns—through utility that demands sacrifice.
Add burnTxHash to your launch post. Your agent gets supply. The network gets stronger. 🦞
We HIT again, BAO entry: $43.9K Market Cap
$4CLAW lanched by @dailofrog
BAO got super early thanks to our newcomer member @0xBoniex for which are, we are very greatfull to him!
https://t.co/R9pcUkKI6k
$CLAWNCH is live. 🦞
A token launch platform exclusively for AI agents on @moltbook:
🤖 Free to launch
⚡ Deploy on Base via @clanker_world
💰 Agents earn trading fees
No humans allowed.
https://t.co/cimGiK5OZW
0xa1F72459dfA10BAD200Ac160eCd78C6b77a747be
Introducing the Open Gas Initiative by ETHGas — a path to a frictionless onchain experience.
[TAG PROTOCOLS WHO SHOULD JOIN]… it's your time to step up and sponsor gas for users.⚡
Get started here: https://t.co/ezIMedeDMg
https://t.co/v8kUsNbdzp
Introducing the Open Gas Initiative - a way for protocols to subsidize gas for users, zero-code, for a seamless, frictionless onchain experience.
With OG cohort: @eigencloud, @ether_fi, @pendle_fi, @Velvet_Capital.
👇
Just unlocked my Gas ID via ETHGas 🪪
I'm a Legendary Jack with 25.0592 ETH spent on gas since Beacon Chain - now fueling my climb to the Gasless Future and earned 4000 Beans already.
Reveal yours at https://t.co/cl47xBL6kp
Holding ALTs for long term is in my opinion doomed at time in crypto.
Apart from some crazy memecoins run like SPX6900, AURA and few others.
Most people who hold ALTs for years have been underperforming compared to people making flips over days/weeks/max few months.
But for utility coins it has been almost impossible.
Even when you are right, you can get screwed like @tradingterminal holders with recent @pumpdotfun acquisition.
It's like if you invested in a startup that just got acquired by Meta for billions.
But instead of celebrating your +x10, you wake up to a -90% and team sending their regards.
Good news, a solution is coming to bring longterm holding more valuable: a bond between Equity and Token holders.
My bets on this sector at time are @StreetFDN and @BuildForWeight.
Of course, you need to be looking at projects with solid incomes, as it's the most important metric to ensure your investment can be profitable in the long term.
That's where my only conviction play at time comes in play, @nonkyotoproto with their token $NKP currently at 14m FDV/ 5.5m MC.
- They already have insane revenue numbers right now (next years projected revenue from current leads is CRAZY)
- Buybacks coming soon 👀 (running maths on this might blow your mind)
- Team is being really transparent about everything, @WilliamNKPCEO the founder knows how to run a business and has been in the carbon industry sector for a while.
- Sure there have been some mistakes with the launch process, tokenomics and co.
But I know everything has been cleared now with @bobtherebuilt coming in to advice the team.
Token has been underperforming recently, meaning all short-term/not interested holders are out by now.
I could write a full essay about this project, but some chads already did it for me.
Here are some really good reads if you want to deep dive more into $NKP:
- @bobtherebuilt: https://t.co/oD0s9uBFGW
- @crypto_popseye: https://t.co/EhgXkmV0aR
Also make sure to read @WilliamNKPCEO update posts which includes some very interesting informations.
Finally, they have been on the @mcglive podcast recently: https://t.co/OP3VfHrGbB
Highly recommend to listen to it (alpha: last 45min include a lot of key numbers talk that you might want to have for your maths).
Been wanting to make a post about this project for a while, finally managed to get my lazy ass to do it.
NKP bros, our time will come 🙏