nanobot_trader

OpenAI comes with GPT-4.5 (better 4o):
https://openai.com/index/introducing-gpt-4-5/

Atm very expensive but that a matter of time ofc 🤝

For those who are watching $RLB:

Two entities in the last few days added single sided liquidity to RLB starting from price $0.8 and $0.86 to the price $0.11 and $0.26.

Both of them are sell liquidities worth around $700k so be careful and watch them.

cc to @GL_Capital_

I think people got burned a lot on the "vaporware" type of projects and we're heading more into the real-yield/utilization era 🤔

In the case of MEME there is basically only speculation. For AI agents we've been in the same bubble because the maybe have some utility but who would pay to use them (or where are their incomes except another AI investment pools etc.). Honor to the exceptions like $VADER, $ANON, $ARC... and some other ofc but except few exceptions we're still on the thin line of speculation. I think traders burned a lot on this kind of "on-chain excitement" and will be heading more into certainty.

Compare this to real-yield projects for example. I'm not talking only about $AAVE, $ENA, $JUP,... but in terms of small caps projects like $LOCK, $RLB, $BANANA, $SYRUP,...for most of them you could not make 100x like in AI agents or other metas but if you bought during the last months then you should be still around BE and not -80% like in the most cases of vaporware metas we've seen in the latest weeks/months with some good incentives above.

I think the attention of the small cap traders should (and will) move this way in the upcoming months. With token dilution (pump fun,...) we see in the latest months this is probably the only meta where you can rely on fundamentally based trading and not on attention based where you have pure PvP and without real edge you'll probably lose your money.

So back to the tables, @tokenterminal and other resources. If you want to make it this cycle then you have to find a way how to choose projects that will remain and take aggressive profits on narratives that pop-out from nothing because in 90% of the cases they get dumped again back to the "reasonable prices". If you know about the good project with real income or utilization I'll be only glad for recommendations 🙏

P.S.: This definitely doesn't mean AI agents era or AI era is done. But focus on real-yield/utilization for the next leg.

The pure capitalism is when ChatGPT lost its job to another AI 😆

dTAO Launch

The Bittensor ecosystem is on the brink of a major transformation with the upcoming launch of dTAO, set to go live between February 10th and 14th. This launch is poised to unlock new dimensions of decentralized AI, much like how ERC20 tokens revolutionized Ethereum.

🔍 What is dTAO?
dTAO, or Dynamic TAO, is a groundbreaking upgrade that will allow subnets within the Bittensor network to become tradable assets. This means that each subnet, essentially an AI startup, will have its own token (Alpha), which can be traded and staked. This opens up a plethora of investment opportunities for those looking to capitalize on the burgeoning AI sector.

💡 Key Features:

- Tradable Subnets: Each subnet will have its own Alpha token, allowing for direct investment and speculation.

- Staking Options: Users can choose between root staking for stability or subnet staking for potentially higher returns.

- Automatic Rewards: Stakers will continue to receive rewards automatically, with adjustments based on participation rates.

🔮 Future Outlook:
The launch of dTAO is not just a technical upgrade; it's a paradigm shift for decentralized AI. With over 280 subnet tokens already registered and more to come, the Bittensor ecosystem is set to become a hub for AI innovation and investment.

DeepSeek situation
I think most of you heard about DeepSeek R1 and it's capabilities in the last days so here is a brief overview for the crypto world:

🆚Short comparison of Openai o1 vs DeepSeek

OpenAI o1:
- High training demands: requires massive computational resources (e.g., GPUs/TPUs), large datasets, and significant time.
- High operational costs: needs powerful infrastructure (e.g., GPU/TPU clusters) for real-time inference.
- Optimized for versatility, but this increases resource requirements.
- Suitable for a wide range of tasks, but at a higher cost.

DeepSeek R1:
- Likely a specialized, task-specific model.
- Lower training demands: can be trained with smaller datasets and fewer computational resources.
- Lower operational costs: can run efficiently on less powerful hardware or optimized infrastructure.
- - Focused on efficiency and specific use cases, reducing overall resource needs.
More cost-effective for targeted applications compared to general-purpose models like O1.
- In summary, OpenAI O1 is more resource-intensive due to its general-purpose nature, while DeepSeek R1 is likely more efficient and cost-effective for specialized tasks.

For whom is it bullish and for whom bearish

🐻 Bearish:
- NVDA & computation power providers (RNDR, AKT) at least temporarily
- Crypto projects working on their own LLM model (that can't utilize DeepSeek)

🐂 Bullish:
- AI agent launchpads like $VIRTUAL, $BID, etc. -> why? Because they can simply implement and utilize DeepSeek to empower their agents
AI agents itself
- Model aggregators + $TAO (which runs DeepSeek on https://t.co/sxVD3KHcev)
- Anything that can be tied to custom LLM

⚠️ Potential risks:
- DeepSeek is under pressure atm. With API implementation and the limited capacity it can be overloaded which can bring potential problems
- For now their "Search" component faces it and is overloaded and not functional for me personally

Brace yourself -> #DeepSeek in every crypto💩 in the next days even if it totally doesn't make sense

Does your token have a fridge? Power it by Deepseek to pump your bags 🧑‍🏭

But watch and invest in project where model switch like that makes sense 🤝

According to my stats it seems like it's @AbstractChain NFT season now 😆

Last 5 interesting mints or whitelists all on @AbstractChain of @SuiNetwork 🤝

I've heard the launch of Abstract should be soon too.

The only thing I'm worried about are their gasless transactions. It's hard to control flooding in the case anybody is able to put network under pressure.

But I think team is experienced enough to prevent this so there is probably some mechanism behind taking care of that (I haven't done my DD yet)

Small pre-launch window for projects worth to watch (and buy/mint):

- @eclipsecrabs is giving WL -> could be worth to check their last posts and grab some WL spot

- @kabuxyz announced launch on AbstractChain. A lot of really good NFT projects launching on Abstract in the latest weeks. Definitely worth to watch

- You can mint a Relic NFT for @0xIntuition for 0.05 ETH. Tutorial here: https://t.co/KHkPCLakPv

- @theemptyboxclub is set to launch in the beginning of 2025 on $SUI. Good reasons why to watch and mint here:

👨‍🏭Product proposal:

Project where you deposit your VIRTUAL AI agent tokens to a decentralized market maker that use those assets for arbitrage between $VIRTUAL vs $ETH pairs (most used pairs for AI agents).

Whenever price starts to differ too much (for example when $VIRTUAL pumps) it'll do an automatic arbitrage between those two pools (sell in one pool and buy on another keeping the same amount of the token and generating real-yield).

Base has low gas fees so against Ethereum there would be arbitrage opportunities even on smaller price differences.

AI agent token holders would have another income and project can grab some part of the generated yield.

I think it could have potential but I'm definitely not able to allocate a time to do that myself in the upcoming months so if anyone is interested you can sign me as one of the testers for sure (and ofc share with me 20% of generated yield 😎) 🤝

To all my fellow Sonic chasers 🤝
Opera bridge has been funded with 100 mil. $S according to: https://t.co/1CXZaP2w9S

So it seems like the bridge to Sonic mainnet is imminent (probably today - some people has been even able to bridge until there has been an opportunity bridge 1 $FTM per transaction).

For those who are interested in early trades there:

1) Beware or scams and rugs -> there'll be a lot of them during the first days

2) Prepare your $FTM on Fantom chain -> it'll probably be a fastest way to get reasonable amount of assets to the chain. Theoretically also https://t.co/mi18c3dkH6 will work

Interesting projects to watch o Sonic:

$PAL already skyrocketed: https://t.co/NrZz3q2qXE

For fast hands: $RING -> LP burned, contract rennounced and currently at $20k mkt cap: https://t.co/aYuMrANsWg

@SwapXfi and @SuperSonicDEX -> Both seems interesting DEXs powered by $ALGB

@soneta_xyz -> Sonic lending protocol (competitors: Vicuna Finance and Silo)

In the last 24 hours:

- Google unveiled a quantum chip that solves in 5 minutes what would take the best supercomputers 10 septillion years

- OpenAI launched Sora

- I've been testing Openai o1 and results seems pretty good to me (another step forward for AI)

Bullish for AI 🤝

I have not done any deeper research about $BID but I tried their services few days ago and I have to confirm that UX and onboarding process (including Docs, etc.) is way better compared to $SPEC

$SPEC $180 mil. circ. mkt cap and $1.3 bil. FDV
$BID public sale at $25 mil. FDV

Probably a good benchmark for potential public sale buyers today 🫡

🔎 After vacation research
Ok 14 days out (probably the most interesting 14 days in last year of crypto :sweat_smile: ) and it seems like the whole world turn upside down. Some assets I've had on my watchlist made x5 and more (without me on board ofc) but I'm not sad at all. Actually I still see this as a beginning of what will happen. Why?

Look at the top and worst performers in the last 7 days from top 100 tokens (attached). Do you really think dino coins deserve so much attention? The correct answer is "it depends on timing". Now we're at the time of the "retail onboarding" with news like "Omg BTC almost $100k",... Retail knows mainly these old iliquid dino coins so smarter participants pump them before retail onboard and then dump it for 3x time on their head.

Why main liquidity on CEX is better than on DEX now?

Reasonable projects use DEX AMM usually with equally distributed liquidity. That means if you want to pump $200 mil. mkt cap project with $20 mil. liquidity +100% you need around $10 mil. (well less in fact but it's good as an example).

Now consider the same token that has liquidity only on CEX and his DEX AMM has only $100k liquidity (left there for arbitragers). How much money do you need to make it $1 bil. mkt cap token? It depends at the will of participants and market maker. Once you get into the quick pump the market maker needs to stay delta-neutral and participants are out so you need minimal investment to move it another +10% or so.

How do I see it?

My perception of the current state of the market is simple -> pump iliquid known shit, prepare liquidity and take profit. But where do you rotate that profit once it'll not be so easy to pump & dump it?

Who knows but from my point of view to the utility or meme plays. Better days for fundamental players are coming. Brace yourself, stick to your game and don't sell your high conviction tokens in exchange for some that pumped now - our time will come again 🫡

#DeSci narrative mindshare goes crazy in the latest days (and still has a space to grow definitely)🔥

Congrats @GenomesDAO @vita_dao 🤝

🌴My last week spent on vacation vs the crypto world in the meantime

What remains as top narratives if you delete narratives with low market cap/volume?

🟦BLUE = MEME related
🟧 ORANGE = well...rest

One of the most beautiful charts of TVL and my biggest long-term #RWA bag 🤝

I have to prepare some public research for @maplefinance finance too 🤔

$BTC LSD/LST on the run 📈 Any bets?

Around $300 mil. in stablecoins minted on BSC chain in the last week 🤔

At the same @lista_dao grows on TVL af:

Give me @VenusProtocol TVL pump or pump on BSC DEX volume and $BNB or small caps in it's ecosystem could be a good bet 🫡