Alpha Sells

Full time trader, occasional degenerate.

Trading since 2017.

[Alpha Sells @sellingalpha]

@Schoen_xyz $CPX sub $500k

[Alpha Sells @sellingalpha]

Bought more $CPX , ~500k seems stupidly undervalued.

I think a lot of people have sold their positions to pile into RH memes.

Im personally sticking to my guns and doubling down.

Will buy even more heavily if we reach/deviate ~0.786 line

[Alpha Sells @sellingalpha]

$CPX still pretty much at a 50% discount from highs, although the discoint is rapidly getting eaten up.

The reason for the dip appears to have simply been a 2% holder exiting....

Fundamentals, gameplan and execution unchanged.

No one paying much attention

[Ansem 🐂🀄️ @blknoiz06]

don't think there has ever been a better opportunity for crypto to show relative strength while ppl are taking profits on ai stock names that are up 50x+ over the past year

hyperliquid & lighter all time highs price discovery great start

solana onchain metrics ATHs great sign

[Alpha Sells @sellingalpha]

@HTX_Global @MCGlive

[Alpha Sells @sellingalpha]

$CPX still pretty much at a 50% discount from highs, although the discoint is rapidly getting eaten up.

The reason for the dip appears to have simply been a 2% holder exiting....

Fundamentals, gameplan and execution unchanged.

No one paying much attention

[Chill @ChillTRD]

$CPX looks extremely undervalued.

They are building a decentralized community-powered cloud service (i.e think AWS).

- Founder is an engineer @Oracle
- Last startup raised $300M
- Token has a built-in flywheel
- Open to ACE Round for token
- Works with an 86-agent dev team

This is an aggregated marketplace where anyone can supply GPU from their hardware while developers, researchers, and AI users can rent that power on-demand for tasks. It's the layer that sits above all other marketplaces.

CapIX OS is their main feature. It decides where to send workloads. It efficiently auto-routes tasks to a decentralised network of inference, compute, and even a quantum stack that is most appropriate to handle that work.

This makes @cpx_token cheaper, faster, more efficient, and more convenient than traditional centralized options.

Decentralized.
Permissionless.
Fully Transparent.
Censorship Resistant.

They provide this solution to Web 3 natives while not ignoring the traditional global cloud market, which sits at over $300B. They can provide massive savings to Web 2 enterprises by handling non-critical workloads.

Fiat onboarding for mainstream adoption and token payments for Web3 native users.

50% of revenue goes to buybacks:

- Half will be burned
- 35% will go to the treasury
- 15% to ecosystem grants

Meanwhile, 43% of the supply is locked, and staking is coming. If they can execute, this can be huge. With buybacks based on usage and ACE being considered, there's no question where value accrues. Truly undervalued here.

Thesis is simple: They sit at the heart of...

Compute Capital Markets.

[Alpha Sells @sellingalpha]

@ika_xbt CURSED IT 😂

[Alpha Sells @sellingalpha]

Im getting increasingly bullish on @fraudsworth .

It's worth getting your head around so here's the TLDR:

The basic idea is that it's a system which is lucrative for bots to arb.

And unlike most other things you've traded, there's not just 1 token.

There are 3 tokens:

1) $PROFIT - the token you actually buy
2) $FRAUD/$CRIME - primarily botters/arbers buy and sell these.

$FRAUD and $CRIME are basically mirrors of each other. Without getting into autistic detail, one is almost always mispriced, and/or cheaper to buy/sell.

And therefore appealing to arb.

The bots arbing it pay a 'tax' every time they arb.

Most of that tax goes to you, if you've bought and staked $PROFIT on the Fraudsworth website.

The rest goes into making sure $CRIME/$FRAUD are mispriced - buying the tokens and burning them, also making them deflationary.

And so the cycle continues.

If you play around with the APR calculator on the website, you'll see that once volume picks up it can very quickly become lucrative to hold $PROFIT and stake it, collecting the taxes arbers are paying.

People are already creating bots on Claude or GPT and arbing $CRIME and $FRAUD, but i expect more and more will start doing so as this comes onto their radar.

Thereby volume will pick up and so will the passive income for $PROFIT stakers (and the price of $PROFIT in turn).

If youre confused hold on because I'll re-explain:

A) system is designed to be arbed
B) people who arb it pay taxes
C) those taxes go to YOU (you just need to stake)

The real opportunity is that this thing is still a bit clunky (chart only available on the website), hard to buy (you have to buy it on the website), and therefore very early.

Take a look. The website is in the @fraudsworth bio.

Also the dev was a winner of the recent $SOL hackathon and was recently granted $250k by the Colloseum programme which I believe is going toward an audit. If youre cautious wait for the audit probably, but if youre a degen like me you'd get in BEFORE the audit.

There's plenty more in the pipeline, but thats where it's up to at the moment.

Good explanation onstream by @ChillTRD today and read the whitepaper if you want to understand the details.

I'm not affiliated, I just think this is a great project.

The fact that it's complicated to understand and difficult to chart/buy is where the opportunity lies. It reminds me of early Defi Summer.

Also the chart looks bullish atm and it's ~$3M MC.

Good Night 🌙

PS - DYOR

[Alpha Sells @sellingalpha]

Bought $PROFIT/fraudsworth:

~$3m MC - if you can get your head around it you'll understand why im thinking this can do multiples.

The whitepaper explains in more depth.

Reminds me of Defi Summer.

Chart + token only available on website still for now....

That's the alpha.

[Alpha Sells @sellingalpha]

@CalPro99 @RobinhoodCrypto Hello matey! Let's hop on a call soon

[Alpha Sells @sellingalpha]

Lighter / $LIT:

$HYPE competitor.

Consistent relative strength, Stage 2A breakout, around 25x smaller MC than $HYPE.

Strong founder and backing.

Partnered with @RobinhoodCrypto

US regulated version of $HYPE, built on $ETH which makes it more institutionally friendly.

[Chill @ChillTRD]

$CPX looks extremely undervalued.

They are building a decentralized community-powered cloud service (i.e think AWS).

- Founder is an engineer @Oracle
- Last startup raised $300M
- Token has a built-in flywheel
- Open to ACE Round for token
- Works with an 86-agent dev team

This is an aggregated marketplace where anyone can supply GPU from their hardware while developers, researchers, and AI users can rent that power on-demand for tasks. It's the layer that sits above all other marketplaces.

CapIX OS is their main feature. It decides where to send workloads. It efficiently auto-routes tasks to a decentralised network of inference, compute, and even a quantum stack that is most appropriate to handle that work.

This makes @cpx_token cheaper, faster, more efficient, and more convenient than traditional centralized options.

Decentralized.
Permissionless.
Fully Transparent.
Censorship Resistant.

They provide this solution to Web 3 natives while not ignoring the traditional global cloud market, which sits at over $300B. They can provide massive savings to Web 2 enterprises by handling non-critical workloads.

Fiat onboarding for mainstream adoption and token payments for Web3 native users.

50% of revenue goes to buybacks:

- Half will be burned
- 35% will go to the treasury
- 15% to ecosystem grants

Meanwhile, 43% of the supply is locked, and staking is coming. If they can execute, this can be huge. With buybacks based on usage and ACE being considered, there's no question where value accrues. Truly undervalued here.

Thesis is simple: They sit at the heart of...

Compute Capital Markets.

[Alpha Sells @sellingalpha]

$ANSEM

Imo strong chance of an airdrop if you sign up to @BullpenFi and follow the steps on the 'join $ANSEM' section.

[Alpha Sells @sellingalpha]

Bought $PROFIT/fraudsworth:

~$3m MC - if you can get your head around it you'll understand why im thinking this can do multiples.

The whitepaper explains in more depth.

Reminds me of Defi Summer.

Chart + token only available on website still for now....

That's the alpha.

[Cryo Palmar @CryoPalmar]

https://t.co/CXGQZ1QLpP

[Alpha Sells @sellingalpha]

$HYPE:

Stage 2A, bullflag building.

[Alpha Sells @sellingalpha]

$HYPE

Ignore the squiggles and messy drawings -

Thesis: Stage 2 breakout, strong fundamentals, strong price performance in a shit market.

Buying, holding and forgetting for a while.

Same as $MET

[Alpha Sells @sellingalpha]

$SQUIRE update:

Up 85% since this post, looking for higher.

[Alpha Sells @sellingalpha]

Bought $SQUIRE.

[Alpha Sells @sellingalpha]

$MET update:

Up 50% since post, and looking strong.

[Alpha Sells @sellingalpha]

$MET

Send it

[Alpha Sells @sellingalpha]

@vrie56476752 Will continue to monitor, for now I think they're strong enough, they're in the right place at the right time, and I like the look of the Stage 1 base building

[Alpha Sells @sellingalpha]

Bought $REPPO:

Strong fundamentals, if Solana summer happens I think this rips.

Still in Stage 1, looking for a Stage 2 breakout.

[Alpha Sells @sellingalpha]

IMO:

Theres a time and place for all kinds of trading.

Crypto buy + hold here makes sense from a sentiment/R:R/valuation point of view.

Specifically revenue-producing tokens on $SOL .

Pullbacks are now for buying till they're not, but keeping an eye on $DXY, $SPX and oil.

[Alpha Sells @sellingalpha]

Bought $SQUIRE.

[Alpha Sells @sellingalpha]

$BP Backpack:

Fundamentals and team super strong, and likely the next crypto exchange to IPO.

Still very low market cap compared to other exchanges.

Buying, holding and buying more lower if we go there.