Majority of market participants know what plays are going to go up. Maybe 60-70% of people here can identify plays from which they can profit over the coming weeks.

The number which actually exchanges this knowledge for profit is around 10% though.

That’s what execution is. It’s the part between knowledge and profit, and where most fail. That’s why doing research and thinking more and more about a play isn’t necessarily profitable. It improves your knowledge but doesn’t help your execution.

I don’t see enough people give thought to execution here. If you’re looking to improve your profitability, consider reflecting more on your mentality and execution as opposed to allocating more time to researching individual plays.

Arc now a 20x since the tg call a month ago

Grph a 4x in 3 days

I keep small caps and early calls to my tg now.

New small cap being shared soon. Link to tg in my bio

Dip? What dip?

The markets literally showing you its hand for the coming weeks

Ai supercycle (real)

Didn’t call $Goat but otherwise I like this robotic contraption

What’s the ticker

Q1 is when people will realise Ai agent frameworks are the L1s of this cycle.

There are currently 10 L1s valued at over $3bil mc

Meanwhile, $Virtual is the only Ai agent framework to have breached that mark.

These plays are the easiest and most obvious of this cycle. I expect to see at least 3 valued in the billions by the end of Q1.

$Virtual $2.9bil
$Ai16z $884mil
$Zerebro $330mil
$Arc $214mil

If there’s one coin to break the perps curse

It’s $Fartcoin

Fart Al Gaib

Generally going against consensus has worked for me in crypto.

Whilst majority are doom posting Sol, I think it’s set for a bullish q1 and this is a great time to load both Sol and Sol assets.

Events are priced in when they’re publicly known ahead of time. For me the unlocks are priced in, whilst conversely I don’t think sol etf speculation is.

I expect Sol to perform strongly from now till March. Time to load up.

‘Chart looks like shit here’
‘Chart looks so good here’

In one of these scenarios you should be looking to buy more often than selling, and conversely for the other.

In reality, the opposite tends to happen.

$Arc trading like it’s about to pull a $Virtual

People have seen what happened with $Virtual and now @0thTachi has confirmed the model will be replicated with @arcdotfun whereby $Arc will be paired in the LP with each new agent launch.

Of course at this point we don’t know whether arc will receive the same level of adoption virtual has, which is why there’s a 5x difference in market cap. Therein lies the opportunity however.

The early signs are there to believe @0thTachi can make this the Virtual of Solana. The team has been shipping non stop, and appears to have links to the Solana team already. Most importantly we are also seeing great dev uptake which btw is the real indicator to keep an eye on.

All of us on ct can speculate as to how useful a framework is but the real proof is the dev adoption whereby arc already has 25% the number of devs Ai16z has in less than just a week. We’ve seen this with L1s previously where greater dev adoption was an indicator of how useful an L1 actually is.

If we wait to see arc match the same level of adoption as virtual, the market caps will be closer in price and the opportunity will be gone. If you believe the early signs are there that this can play out as the virtuals of solana then the r/r is still very much there for you.

The way its currently trading it seems many are taking this bet

Something something generic warren buffet quote

This is the dip to buy

Adding plays which have shown clear strength this past week

You think you’re late to $Fartcoin?

On Jan 3rd 2021 $Doge hit $1bil mc
5 weeks later, it was sitting at $10bil mc

On May 2nd 2021 $Shib hit $1bil mc
10 days later it was sitting at $20bil mc

On Feb 28th 2024 $Pepe hit $1bil mc
2 weeks later, it was sitting at $4bil mc

On March 1st 2024, $Wif hit $1bil mc
2 weeks later, it was sitting at $3bil mc

$1bil is where escape velocity can really kick in for memes, what will happen with $Fartcoin?

In the last week alone we’ve caught the following in my tg group

$Pnet 10x
$Jail 6x
$Arc 7x

Why aren’t you in?

https://t.me/+lw6leC9SyZQ2MGY0

Days taken to reach $100mil mc for ai agent plays (on Sol)

$Goat 4 days
$Ai16z 2 days (20 days to break and hold)
$Fartcoin 22 days
$Zerebro 20 days
$Griffain 12 days

Since breaking 100mil
$Goat - 12x
$Ai16z - 10x
$Fartcoin - 7x
$Zerebro - 6x
$Griffain - 3x

$Arc 4 days
Mc right now $120mil

When escape velocity is hit this quickly on coins in this meta, they rarely stop at $100mil.

$Goat $898mil
$Ai16z $870mil
$Fartcoin $615mil

$Zerebro $360mil

One by one, we’ve seen the larger cap ai plays start moving on this most recent wave of ai. $Zerebro is lagging and will follow soon.

Sentiment is low whilst it has catalysts ahead and has become relatively cheaper compared to the other larger caps.

Catch up very soon.

What’s great with this ai meta is that it’s created real stickiness from holders.

People saw what happened with $Goat $Act $Ai16z $Fartcoin $Zerebro where selling too early proved extremely costly and are afraid to repeat the same mistake with any new runners with potential, or even the original runners they now hold.

This in turn should raise the already high ceiling of the meta.

The most common mistake of this cycle will be people selling their agent plays too early

Deserved big moves for $Ai16z and $Fartcoin this past week

Has made $Zerebro look relatively far too cheap

Expecting some catch up soon

If you told me last year I’d have 25% of my net worth in $Fartcoin and $Goochcoin, I’d be telling you yes that absolutely sounds like my future