Crypt0_Andrew's Corner

hey fam Added $HERMESOS and $evo on respective dips. $HERMESOS - serious doxxed dev with good project that actually makes sense and can boast of some solid adoption. $evo - autoresearch project, doxxed dev with great followers, new version should be out soon + good chart and cheap. Watchlist: $SUPERGEMMA, maybe $rootai. $SEDA and $RATSPEAK are doing well as privacy picked up again. I still like AI + privacy (FHE, TEE, ZK, etc buzzwords) more, especially when $OCT is running hard. I think all similar legit projects will do well short-term. Will try to find more tomorrow. Otherwise a quiet day. GL

GM Added some $NOOK - like the idea, chart and hard-working dev, aiming for 2-3x with short invalidation. On my buy list: $HERMESOS, $SUPERGEMMA $rootai. Watching $evo as well. $RAIL is pumping hard and see some chatter about AI privacy/security, might be a new sub-meta. Also see some chatter around $MRND - x402 infra. Pumped hard, will wait for a dip while checking updates. All our other bags are doing well. It is very important to have patience and solid bags (sound idea, hard-working, doxxed dev) + avoid rotating too much. Ideally 3-4 bags max and work hard for them. Have a great Sunday 🌞

hey fam if you're in $MOLTEN with me, posted a short thread about it, would appreciate any engagement. More eyes > more attention > better PA. https://x.com/Crypt0_Andrew/status/2058204016337940620 other than that nothing interesting, mainly watching some established projects for entries like HERMESOS, NOOK etc enjoy your weekend

Hey fam Nothing new, still holding $ETHY and $MOLTEN, the former is doing well, the latter got some sell pressure from old wallets, but many of them are out, so should do well. I plan to do a deep write-up tmr. Sold $PRX mainly due to the low volume and weak chart. Have no bags on Solana atm, only Base. On Base I also like this one - 0x572c4fA77623652411574c51B5dDB7e1b750AbA3 Mainly because the dev is giga brain chad who fully embraced the token/crypto and is working hard + followed by VVV founder, A16Z co-founder and other notable figures. Want it below 1M MC tho as many wallets are sitting on huge uPnL. Other established projects like $HERMESOS, $INSTACLAW (endorsed by World off acc), $ROBOTMONEY (endorsed by PEAQ and Solana accounts) are doing well, while many new have already died. Conclusion: established > new, esp with good devs and catalysts ahead. Made a post about it (would appreciate any engagement) - https://x.com/Crypt0_Andrew/status/2057810469004722587 On my research list: $grantr - 0x753f2af0f46361C9aE6Fc347797F99B0C9E82Ba3 $aora - 0x6E84030FA86EBf585E3E18fe557e5612f7e93Bff gn guys

Hey guys Added more $MOLTEN (same thesis: good dev, interesting product, product launches are coming - catalysts, profitable migration for holders) and $ETHY - V2 launches on 28/05 which marks that start of multiple product launches, active team, good chart and support on CT. Will prob right deeper posts about both tomorrow. Also on my watchlist: $INSTACLAW $CLAWBANK $HERMESOS Still don't want to spread too much and just accumulate interesting AI tokens with good devs and upcoming catalysts. $VVV and $SERV are pumping hard = good sign for AI tokens on Base (those $CLUDE exploded on Solana today). Some research ideas for you if you have time: $COMPUTE, $CROTA. Also noticed that Uni V4 hook plays like $uPEG $sato are doing well today, will be monitoring. Still the main focus on low cap AI tokens on BASE right now. GN

Hello guys Flying back home from vacation (that’s why was inactive). Fully out from $AEON, I don’t even know how many Xs it’s done since I shared (my entry was around 330k MC), should be around 40x. If you’re still in, I’d consider TPing here. $MOLTEN is also 2x, think it has more room for growth given the migration mechanics (MC will be higher after migration), good tech and hard-working dev. $PRX - roundtripped a bit, but still holding. $SERV and its eco doing great, still think that $SERV is super undervalued. In general the meta is pretty straightforward: good low cap AI projects on Base that actually make sense/have some adoption with good devs that did not stop building. Will be fully back tomorrow so will be sharing much more stuff again. GN

gm guys not very active today due irl stuff, but some quick updates TLDR: privacy + AI is getting attention, Base is getting more and more runners, while Solana is not that active atm. DeSci hype has faded for now. Robotics - waiting for the Virtuals event to see updates. Sold $FOLD as DeSci meta is fading away, $BIOLLM - still has a moonbag, if it goes below the local minimum, I will sell it too. $BIO is looking weak, hence I think we should move on for now (at least until the launch of $PEPTAI). $ZEC PA has resurrected privacy meta, especially with AI angle like $VVV (and its eco like $POD), $FLOCK (revealed that they added privacy angle today) and low caps like $MUTE $OCT $UMBRA etc Not in as I was away the whole day, but I will likely bid smth privacy + AI on a dip if $ZEC chart continues looking good. $LAND ponzi on Base is doing numbers, I have no idea how I missed given that I was told about it lol. Ig I need a proper vacation, not 5 cities in 9 days like the previous one (hello Japan). Anyway I am watching it in case it gives a good dip and retains its mindshare. In general Base feels the place to be right now. $TON szn - stalled for now and tbh I am still very unsure about it. I don't trade perps at all, so $TON is not interesting for me. Nevertheless, will keep an eye just in case I am midcurving. Robotics plays are still doing fine, thoigh as i said I want to wait for the Virtuals event and see what they disclose. Will likely give some entries. GN

gm Added $PRX on a dip last night, did not share as I was basically sleeping when bought it. All eyes on their speech tomorrow, might be some interesting updates. Ngl midcurved $ROGUEAI (new meme game for humans and AI agents on Base) earlier today as previous GameFi projects topped at 300-500k MC. Anyway added it to my watchlist, will observe. On my watchlist: $PEPTM (another peptide related project, strives to create an on-chain peptides database, you get paid for contributions), $MOLTEN - migration to $XMA with some interesting mechanics, $POD - good PA, testing the resistance, some releases soon. TON szn - ngl I am a bit skeptical about its duration given that there is nothing apart from few memes/shitters, but will still keep an eye there just in case. Might just long $TON itself, but haven't decided yet I think other setups looks better. Robotics meta on Virtuals is doing well: $CAS $SR $ST $SHOW - all are doing well. However their robotics event is in 2 days, will likely be sell the news given that all pumps are on small volume. Anyway worth watching. The general market feels much better yet activity across groups is still rather low and many pumps are on tiny volume (bear market things). Nevertheless, we keep up grinding every day. GL and GN :)

gm guys rather slow day Cut all new peptides plays (ngl charts look bad), it is what it is - part of the game, only holding $BIOLLM and $FOLD from this meta as they are established and charts still look ok. This is why you should always TP some along the way up in this market, at least $BIOLLM and $FOLD have already covered majority of losses, but ngl I expected more from this meta. Anyway all eyes on $BIO and later at $PEPTAI. If the former is doing well, think established tokens will follow, same with the latter (tho can vamp some, esp those on Base). On my watchlist: $PRX (on-chain Palantir, will speak at Consensus in Miami on 06/05), $LAB (desci project, product release on 11/05). I don't play any $uPEG betas, though monitoring its chart. See some interest around robotics plays on Virtuals, not in, but watching in case Virtuals come up with smth interesting. Also see some moves on BSC/TON, will check tmr as it's late here. GN

gm guys Brutal correction on some of our peptides tokens, still holding everything as I firmly believe that we are rather early + they all are dirty cheap. Took some more profits on $BIOLLM and $FOLD, but still holding nice bags. So far happy with my desci portfolio, but will likely play $PEPTAI once it launches on Base (curated by $BIO) and maybe $EXMPLR as it will benefit from $PEPTAI success. It is important to not rotate too much and stick to few bags, unless it is smth really good. Also crucial for us that $BIO continues leading the way as the leader of the DeSci meta. $LFI - got sleep rugged on this one, but tbh real estate never worked out well on-chain, so a bit skeptical. Still can't deny PA, so observing for now. $uPEG is on an absolute tear, sold it too early, but it happens. Better to DCA out when the token gets momentum. $UPEGSTR seems the best beta for now. Not in, but observing as well. Off for today, good luck 🍀

added $BIOLLM and $PEPT, the first one hinted a peptides related announcement soon, the second one is just an interesting angle for peptides + strong chart still monitoring closely as the market is shaky af

a lot of $uPEG shills on my TL, will check updates, maybe worth a re-entry

Added back $FOLD too, still the on-chain leader of the meta on Solana + good entry with rather short invalidation Still think we need some patience with peptides, we've just seen the first mini wave

Added $ELUENT - DQa4mxFws6WsXMwn8gpEBXqMsGfDn4Uopi8W2Zvopump Peptide meta, i like the idea and website looks clean + good partnerships. Still very low cap, so apply an adequate risk management.

something big is gonna come out of the web3 peptide meta. not sure what, but its always a good sign to see teams experimenting with new ideas and concepts. this speculation on a new narrative is where money is made. still early.

Agree with Theo that we're rather early to the meta. Many tokens corrected overnight, if you're sidelined might be a good moment to add some exposure.

a lot of $uPEG shills on my TL, will check updates, maybe worth a re-entry

gm added $PEPTIDE on a dip earlier today: peptides meta exposure, downside is limited while upside is decent + good ticker for the meta hope you got into $FOLD $BIOLLM or/and $PEPT as they gave good dips, unfortunately I was asleep, still looking for slightly…

Got into $PEPETIDE, looking for entries for $FOLD (re-entry), $PEPT, maybe $BIOLLM (hinted on some peptide related updates) Also like shilling/punchline of $PRX (9iR8Urs95yLeiajX3T6eYK9t4YBcLbrWS8pCKgoPFb7n) - Palantir on-chain, looking for an entry gn

Got into $PEPETIDE, looking for entries for $FOLD (re-entry), $PEPT, maybe $BIOLLM (hinted on some peptide related updates) Also like shilling/punchline of $PRX (9iR8Urs95yLeiajX3T6eYK9t4YBcLbrWS8pCKgoPFb7n) - Palantir on-chain, looking for an entry gn