$ubc (9psiRdn9cXYVps4F1kFuoNjd2EtmqNJXrCPmRppJpump) was launched on 11-26 at 8:07 AM, reaching a maximum of 25M that day, then dropping to 11.4M at 23:37 in the evening before starting to rise, peaking at 113.1M. What factors led to the overnight surge of 9 times?

Let's clarify the narrative of UBC first:

  • UBC is designed for autonomous AI to fairly access computing resources, Kinos is the operating system for running AI agents. Currently, more than 20 AI agents are running, used for writing, composing music, coding, etc., among which 10 AI agents have written this book (Terminal Velocity).

  • The dev of UBC and Kinos is NLR @LesterPaints, he is the co-founder and CTO of the French AI company DigitalKin, established 2 years ago and has collaborated with NVIDIA.

  • The AI partner of a16z @venturetwins mentioned on 11-21 at 2:13 that the book being written about UBC and GitHub.

  • $ubc coin is the only token in the ecosystem, created by NLR on pumpfun.

Rising time: 11-26 23:37 ~ 11-27 4:26

1. Twitter data

As usual, we first analyze the Twitter dissemination, filtering out all tweets between 11-26 8:07 and 11-27 4:26, with more than 500 followers, the data acquisition time is 11-27 11:51:05.

The first tweet was issued by NLR@lesterpaints on 11-26 21:44:14, with 15,326 reads, using a video to discuss the vision. Then at 22:01:24, he tweeted the official Twitter account of $ubc, with 11,898 reads. He issued the third tweet on 11-27 02:43:24, detailing the reason for creating $ubc on @pumpfun, with 48,014 reads.

NLR's tweets are the best in terms of timing and dissemination, our inspiration is to closely follow the official and dev's Twitter.

The second tweet was issued by @misterraycrypto on 11-26 22:21:47, with 20,842 reads, mainly discussing what UBC is doing. His second tweet on 11-27 02:16:35 had 14,267 reads, stating $ubc broke 30M, and posted data showing that the users were mainly whales, with the 24-hour capital inflow ranking first.

The third tweet was issued by @alexmasoncrypto on 11-26 22:50:25, he is personally doing the challenge from $1 to $1000, and his private channel called $ubc at 9:29 AM for 2.3M, the public channel called at 8:37 PM for 22M.

The fourth tweet was issued by @whalewatchalert on 11-27 02:01:28, with 15,212 reads, reporting that a whale named $zerebro purchased 32.34K of $ubc.

These are the key tweets with good dissemination data, combining their tweet times and the K-line price situation, it's impossible to make effective associations, we can only treat them as good sources to obtain key information.

2. On-chain data during the rise

We divide the rising part into 5 segments, as shown in the figure, and analyze which addresses played a key role in the price increase in each segment.

The first segment time is from 11-26 23:36:00 to 11-27 01:10:00

The first address for buying is BH84Uo2YAnyWRUWeWyfFzttRmE51V682xUaD6NrLHM88, with a total of 15 purchases worth 170,000 U, after buying holding Top 16, currently with a return of 300%, has not sold yet.

The second address for buying is GUT2KtprxxgmRERjJhd11y8W6EPD9YDyyU9CaMVTXxKY, with a total of 12 purchases worth 113,000 U, after buying holding Top 25, with a return of 370%, has not sold yet.

The third address for buying is 5t9Q4ia71sCQmg5TEtiQPerBpez773Poub1vXd4nezRQ, buying 46,000 U in this interval, this address also made multiple purchases at 16 o'clock, selling part at the peak, and now holding Top 23.

The second segment time is from 2024-11-27 01:21:00 to 2024-11-27 01:52:00

The first address for buying is CLhxXDchUtnwsn62Vp4zP1f2sRFXyZq2VjzvSeFRc93t, with a total of 14 purchases worth 137,000 U, with multiple purchases before and after this time period, totaling 265,000 U, currently holding Top 16, has not sold yet.

The second address for buying is 2PSSWvjNmgyB9fJXhBDtku2uPBBNbyQF8CDimdRKNsK5, with a total of 8 purchases worth 100,000 U, after this time period, 2 more purchases were made, total holding is Top 41, has not sold yet.

The third segment time is from 2024-11-27 02:05:00 to 2024-11-27 02:25:00

The first address for buying is FjoTCAFMKStE18gBHVJdgNHXLhWvYExDdcek7Hiisyai, with a total of 8 purchases worth 64,000 U, this address also made multiple purchases later, the final holding is Top 46, has not sold yet.

The fourth segment time is from 2024-11-27 02:47:00 to 2024-11-27 03:12:00

The first address for buying is Eqxr8e3tuavYEV5xbomqkCrrkJ69xVaGNm5ZwKc4k2aZ, with a total of 14 purchases worth 158,000 U, there were multiple purchases before and after this interval, the total holding is Top 20, has not sold yet.

The second address for buying is EkXQ8cxbf5AoJSvQqmvAfLHDxB1qakiSS9FuTn1cdqBM, with a total of 27 purchases worth 109,000 U, it has multiple purchases before and after this interval, selling part at the peak, current holding is Top 28.

The third address for buying is 7JqxsZ89cAAzLY7qcZTQ1gkPcnurEaw6QaXr6RG31t1u, with a total of 8 purchases worth 90,000 U, this address had earlier purchases, and now has cleared positions with a profit of 117,000 U.

The fifth segment time is from 2024-11-27 03:31:00 to 2024-11-27 04:23:00

The first address for buying is CTRWQ3mn1VSPdZgJdA3GiLCcBo1vA24gPnZGma89mrKn, with a total of 23 purchases worth 217,000 U, with multiple purchases after this time period, currently holding Top 9, has not sold yet.

The second address for buying is 7JJjwVewyw9PPNw9soxdgj8UJGiB1h7kYSHp1aHsKaQb, with a total of 8 purchases worth 199,000 U, with both buying and selling before the rise, currently holding Top 29.

The third address for buying is 6K2d9LvM3i47P9FxzEQP4hXZwiHA2c2wgfzGTeTvJqj8, with a total of 4 purchases worth 176,000 U, has not sold yet.

The addresses above played a key role in driving the price up during the increase, of course, some addresses are not listed one by one. If there are positions, it is necessary to closely monitor when these addresses sell, as their holdings are at the front row, and their selling will have a significant impact on the price.

3. Whale holdings before the rise

I am quite curious about the interval from the opening until the drop at 11-26 23:37, which whales, diamond hands, and large positions have not exited, and how their actions provide great reference value for our buying and selling.

  • The first ranked address is FTg1gqW7vPm4kdU1LPM7JJnizbgPdRDy2PitKw6mY27j, buying 100 SOL within half an hour of the opening, currently holding Top 1, with a return of 7091%, the tokens have not been sold.

  • The second ranked address is 5wagRVSuUBZqDhBVR899emmu7WRWMVAEShdwjyGYJBKi, with a total of 30,000 U purchased, sold part, remaining holding Top 4, with a return of 4210%.

  • The third ranked address is 24JaAVF4xVPcDPNwR4kyR4pcra9uuLJnc2bwATSH5KVh, with a total of 10,000 U purchased, sold part, remaining holding Top 3, with a return of 13516%.

  • The fourth ranked address is BteM1tDqVK1WkySReqR3dGKFA1FZtzjHmrLQrCopwH4D, buying one portion of 40 SOL, currently holding Top 5, with a return of 11554%, the tokens have not been sold.

  • The fifth ranked address is 3HtWz7iMnbSJtrG4Jq5A3FcJoEN5gEZz95hkUPXBgNeG, with a total of 100,000 U purchased, currently holding Top 8, with a return of 612%, the tokens have not been sold.

Through the above analysis, we can draw the following conclusions:

1. Timely attention to the official and dev's Twitter, so we can get the most timely information.

2. Pay close attention to the addresses that played a key role in the price increase in the second part, to guide our selling.

3. When most of the whale holdings in the third part are still there, under good fundamentals, it can serve as a reference indicator for buying.

4. During the analysis of Twitter data, it was found that some tweets benchmarked $radio (B4gipVUHKJ7keVN3MWEYDQCHjkdoXGsbmZoTSJDZpump) against $ubc, currently $radio has a market value of 4.5M, and the K-line shape is in decline, can pay attention to follow-ups.