Flan4678.eth

[cryptoceo @cryptoceo_]

Markets are starting to simmer, so if you're not locked in right now I'm not sure wyd. Few projects below that I think will go higher, last one undervalued by a factor of 100

$SURPLUS

>dev @mac_eth formerly of Coinbase, CashApp
>recent s/o from Head of Product at Venice
>4.4M FDV

The size of the market they're attacking is significant, with AI compute spending at roughly a ~150B sized market today + predictions of this moving towards 250-500B by 2030. Currently the landscape is human -> AI, whereas in future this'll be human -> 100 agents -> thousands of AI calls. Surplus is interesting bc it turns unused AI consumption rights into tradeable inventory. Think how airlines hate flying with empty seats because each unfilled seat is lost revenue that can't be recovered. AI consumption rights have the same problem: if you've pre-purchased capacity but aren't using it, that compute time disappears. Thanks to Surplus Intelligence, those AI "consumption rights" don't have to sit idle anymore. The tldr is: if compute becomes the oil of AI, Surplus could become the energy grid for the agent economy. You're buying exposure to a new liquidity layer forming around AI consumption itself where unused AI capacity becomes a tradeable inventory... burn mechanism likely moving forward, no ceilings here IMO

$GRANTR

>dev @alexandrechopan formerly of Metamask, Consensys, Trust Wallet
>1.6M FDV

Alexandre is working on EIP-8141 as touched upon by Vitalik recently (https://t.co/DJ1chxJlXz) and the only current exposure is @grantr_id. Alexandre is literally someone who helped power ERC-4337 adoption now building its native replacement. Token wasn't launched by him, but he's publicly claiming contract fees onchain and it's still ~1M market cap. If EIP-8141 becomes the future many expect, this looks like one of the only real exposure plays before the narrative wakes up. IMO the interesting part is protocol upgrades rarely capture all the upside/ value themselves, more often than not, the interfaces/apps/ecosystems built around them are often where the outsized upside ends up accruing.

$INSTACLAW

>doxed founder and advised by a former Anthropic/Google employee
>1.2M FDV

OpenClaw provides the open-source agent framework/runtime, while InstaClaw removes the friction of using OpenClaw: provisioning servers, keeping agents online, connecting Telegram/Discord/WhatsApp, persistent memory, skills, uptime monitoring, and VM management. Most people won’t configure workflows or self host servers, Instaclaw removes this friction. Put simply, they're the front-end, or Apple iPhone experience for OpenClaw. They'll be acting as the agent infrastructure for @joinedgecity upcoming agent-human intel experiment, which aims to be the largest ever of its kind. This is a month long experiment where builders test new tech like InstaClaw. Edge City is affiliated with the likes of World Foundation, Uniswap Foundation, Stanford Blockchain, etc.

$SPETTRO

>identified by @ycombinator as a top candidate for their start-up school
>2nd place in @cognition recent hackathon, a company valued at $25B
>Play Store app in the works
>80K FDV (absurd)

@cesp2099 is a cracked dev that's won multiple hackathons and has traction on GitHub. Spettro is a AI-native system that can actually execute and coordinate software creation end-to-end. Spettro isn't another AI wrapper where you slap a chatbot onto a code editor and call it innovation. The interesting part is the orchestration layer itself. Multiple specialized agents can coordinate, delegate tasks, preserve context and execute work in parallel like an autonomous software team. Proving the point, they recently ported an entire application from Go and C++ to Kotlin and C++ in under 30 minutes for roughly $5 in AI credits. To put that in perspective, this would take days from snr engineers and hundreds if not thousands of dollars... Essentially, this is functioning autonomous AI infra handling architecture translation, Android migration, bug fixes, modern APIs and release generation

_______________________

IMO these are the best candidates to pull a GITLAWB type of move, and once more projects consistently crack 10M, then 100M... the floors on all of these will be significantly higher. Still absolute madness that SPETTRO is sitting at 80K, are solbros ok? [prob not]

[cryptoceo @cryptoceo_]

Put simply, people like new narratives, and peptides is the hottest narrative in the world right now thanks to glucagon-like peptide-1 receptor agonists [GLP-1s]. GLP1s have effectively de-risked the entire category, and JFK Jr loosening the regs this summer will go some way to further de-risk. Alongside this, AI is rapidly increasing peptide development. One project using agents right now for peptide discovery + actual connections to wetlabs [step prior to clinical trials] is $FOLD, a recent BIO Hackathon winner.

What most people miss is that peptides already have demand, it just isn’t structured. Biohackers, clinics and longevity communities are actively experimenting in real time, but outcomes are fragmented, anecdotal and mostly lost. There’s no system capturing what works, feeding it back into discovery and improving over time. Demand for this exists but data is limited. This is the gap that @clarity_proto fill.

Traditional biotech doesn’t really solve this either. It’s slow, capital intensive and optimised for billion dollar drugs, whereas peptides often sit in an awkward middle ground, too early, too niche or not patentable enough to attract serious funding. As a result, a lot of potential discovery simply never compounds because no one is capturing the learnings in a continuous loop.

Clarity is going after that gap, starting with neurologics. Focusing on neurodegenerative diseases like dementia gives them a high signal entry point, where protein misfolding and peptide interaction are well understood and measurable. Neurologics is just the starting point, this same system will soon be applied to all and any peptides from longevity, performance, metabolic health and beyond. Clarity will be the infra for a much broader peptide discovery system.

The model is simple:
1. AI discovers peptides
2. Best candidates get surfaced -> wetlabs/trials
3. Products get distributed for real-world use
4. Usage generates data
5. Data feeds back into the model

Basically, how you go from "biohacking products" to a compounding discovery engine through the fusion of GPUs x AI agents x protein folding x wetlabs.

[Flan4678.eth @mcelroypete]

@CryptoChase02 I was looking at this as well but also think DXY goes higher which contradicts the dollar going lower on CHF. What are your thoughts on this?

[Flan4678.eth @mcelroypete]

@EmTradiing Great stuff all around. Don’t be ashamed of the amounts. That’s the point of the learning stage. Use real money but pay tuition. Almost 60% is insanely good.

[Flan4678.eth @mcelroypete]

@barnc0re @EvanWritesOnX I’d like it. You can always include a disclaimer along with it

[Flan4678.eth @mcelroypete]

@EmTradiing Do u need to pay a monthly subscription for velo yo get that data?

[cryptoceo @cryptoceo_]

Market has flushed out most projects, but this is the best time to scoop the low caps that have kept building, partnering with real world institutions and ultimately will go way higher.

One such example: Modulr Robotics just partnered with the University of Oxford, the worlds #1 academic institution. Oxford will use Modulr's tele-operation layer to let prospective students remotely control a humanoid robot and experience campus open days as if they were physically there. This solves for multiple problems and is a net win for academic partners, increasing access and overcoming limitations:

-> cost of travel
-> lack of time
-> physical accessibility
-> enhances global reach

At $2M market-cap yet being priced like vaporware, all the while, the worlds number 1 academic institution can see the value offered. These partnerships will snowball once mainnet is up + running.

Worth noting that all seed sale is now complete and they entered ABOVE the current prices at $2 - no unlock overhang left.

Half the blockchains in the top 100 don't have any motion outside of web3, whereas Modulr have now secured their first big academic partner, and there are ~1,000 major universities globally.

Once fiat <-> $MDR rails are live on mainnet it's gg.

[modulr. @Modulr_Robotics]

Major Announcement: Modulr is partnering with the University of Oxford! 🤖🤝🧑‍🎓

After months of coordination & planning, we are thrilled to finally announce the Access Oxford Initiative in collaboration with @UniofOxford.

This initiative will allow prospective students who can't be physically present on Oxford's campus to use Modulr's interface to remotely control a humanoid robot and tour the campus as if they were there in person.

With just a computer and an internet connection, these students will be able to see what other students see, ask questions about one of the most prestigious universities in the world, and have full control of where the robot goes.

Not only is this a giant leap forward in improving accessibility for students, it also highlights one of many important use cases for remote robot work.

We are beyond excited to work with the University of Oxford and help give these students an opportunity previously thought impossible.

Coming summer 2026.

[Flan4678.eth @mcelroypete]

@EmTradiing I also had a trade that resulted in me falling back into a bad habit. Trade wasn’t going my way and I caught myself defending the position waiting for a reversal. It worked but I know it’s a habit I can’t repeat if I want to be successful in this game

[Flan4678.eth @mcelroypete]

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[Flan4678.eth @mcelroypete]

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[ETHGAS @ETHGasOfficial]

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[Flan4678.eth @mcelroypete]

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https://t.co/UaHUw2KvLL

[ETHGAS @ETHGasOfficial]

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.

👇

[Flan4678.eth @mcelroypete]

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Claim your Gas ID at https://t.co/UQksLDTjMl

[Flan4678.eth @mcelroypete]

@DarkFiSquad I’ll help out

[Cascade @cascade_xyz]

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[HaHa Wallet 😂 @haha_app]

New @withAUSD Quest just dropped in HaHa Wallet 🚨

Earn 5x @upshift_fi points, 100 Karma points , and 17%+ APY when you deposit.

But move fast - the vault is capped at $25M.
Once it fills, the quest is gone.

Jump in while you can.

[Flan4678.eth @mcelroypete]

I just downloaded @haha_app, the ultimate wallet for crypto traders! #superwallet
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[Flan4678.eth @mcelroypete]

I just downloaded @haha_app, the ultimate wallet for crypto traders! #superwallet
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