Last week was a crazy week in crypto we've had AI agents flying we've had AI coins doing extremely well xrp flipping salana and usdt for the top three spot in crypto and much much more there's a lot happening in the altcoin market there are some altcoins which are now starting to break out we're even seeing a little bit of a pullback across the market today so I want to discuss where the opportunities lie in this Alpha Packed video where I'm going to give you my game plan for this week and my top alt coins for
this week at the end of the show we're going to discuss the AI agents specifically and some of the plays that I'm eyeing there there are some major updates that I want to give you to my AI agents portfolio and overall since I haven't uploaded in a couple of days today is going to be a very important update because lots and lots happened over the weekend it was Personally one of my best weekends in crypto in a long long time obviously we have been quite heavily positioned in the AI plays and many of them are
up 1 2 3 400% over the past couple of weeks so personally it was an amazing weekend I kind of just had to sit back relax and enjoy the pump uh many of our other alts started to move as well so it was a very nice weekend but now it's back to business on Monday back to fighting your opportunities back to researching and Yeah today is going to be really really Alpha pack so make sure you do watch this entire video because the alpha is going to be sprinkled without I've got new calls for you
today sprinkled throughout the show I've got my spreadsheet at the end of the video and a bunch of uh updates as well on coins that you probably hold I've also got my top two altcoin plays for the week that I want to share in today's video I do think we are going to see a cool down And maybe some alts going sideways but there is a specific sector where I think it doesn't really matter what happens to the rest of the market because it just looks really primed to explode and we're going to discuss that
today as well so if you do enjoy this content make sure you smash that subscribe button and click that post notification Bell if you did watch the last video you would be I mean probably really enjoying the profits right now because a lot of those Coins have done absolutely amazingly we we'll recup a lot of those coins uh in today's show as well and I think just overall we've been pretty spot on in terms of our directionality obviously having that bullish bias in the market but also picking the outliers in the market especially you know
within the AI sector that's uh something that I think we really really nailed and um yeah I'm happy that thesis is playing out but I think it still has quite a bit to go and We'll discuss that but firstly let's go through a market update touching on bitcoin just quickly still looks super bullish like looking at the weekly chart you do have Bitcoin continuing to extend its rally I do think we are going to see a 100K plus Bitcoin very soon but we are seeing a bit of a cool down now heading on to the
4H hourly time frame you can see Bitcoin just starting to lose a little bit of momentum I don't necessarily think we're going to see a Huge drop or anything but I do think we could see 93 94 over the next couple of days because frankly the market needs to cool off a little bit and it has been like an altcoin run primarily over the past week so we've kind of already seen this rotation starting to happen into alts and a lot of that is of course being driven by coins like xrp which are like more
retail focused coins and also the hyper liquid air drop which have created hype for altcoin so Bitcoin Cooling off does make sense considering a lot of the momentum is shifting into TS we are actually seeing SS holding up relatively well versus Bitcoin of course you know we're seeing them drop a little bit 3 4% today but uh Bitcoin is is actually in terms of Bitcoin dominance also dropping uh at the same time so it's actually been interesting to see that rotation start to happen into altcoins looking at the others chart here we can actually see
this is a Retest of the breakout level on the altcoin index so the others chart excludes the top 10 so it's more of the you know small midcap alts excluding lots of the large cap alts like xrp ethereum Etc so this is a very good sign in my opinion I do really want to hold Above This level on the weekly and I think if we could consolidate even for a couple of weeks here that doesn't necessarily mean the Market's going to crash just you know cool down a little Bit or certain narratives outperforming I would
love to see us like start to have bullish consolidation Above This level because that primes us really nicely for that next leak to the upside which could take us to the previous all-time high on alt so look my general disposition towards the altcoin market is I'm still bullish uh heading into the end of the year but I do think we will see a bit of a lull maybe over the next couple of days which may present some Decent opportunities to get into some coins that you missed obviously you know a lot of the AI plays
will probably be a focus we'll discuss some of them today there's a couple other plays which may also be a focus that is now starting to dip and give you entries in case you miss them so these are the plays that I would be focusing on if we do see a bit of a dip in the altcoin market uh because I do believe it's only matter of time before Bitcoin breaks 100K we may See the rotation are capital go back into BTC the spotlight go back onto Bitcoin for a couple of weeks before altcoins run
again but that is a totally normal part of the cycle uh and that is something that I would really welcome because I think ultimately it would be too early for that killer altcoin although we all want it that Killer altcoin Season happening right now may be a bit premature because I would love to see Bitcoin continue it rally to the Upside continue to suck liquidity because we know when we see that Bitcoin top occur that first leg to the downside which looks like this that won't be an altcoin crash that'll be the altcoin rally of
rotation Capital going into alts and that's where you will eventually see the Bitcoin dominance chart actually breaking down it's actually testing the weekly ma here which is a very key level but like a full Bitcoin dominance breakdown is what You need for all season but I don't think it's quite time just yet uh let's actually see how Bitcoin reacts here on the dominance chart I think we might actually see a bounce over the next couple of days here but uh it's interesting it's it looks it's looking weak right now although it has deviated Below in
the past and ended up reclaiming so even a one weekly closed below I'm not going to say oh it's all season but it is something that I'm Definitely watching because um Bitcoin dominance is obviously the number one prerequisite for that massive old season I guess it doesn't really matter though and something I've kind of spoken about a lot in my content is you're not really waiting for that like endgame old season really the entire point of having an allcoin portfolio is you know pre-positioning in the strong narratives the strong tokens on major dips so you
can build up that positionality Throughout a long period of time and like over the past few months like I've spoken a lot about narrative like AI which and meme coins as well meme coins have slowed AI is performing really well but you can't time the exact rotations you never know when something's going to pop off so for like the past month I've been talking about AI they were sluggish for a few weeks right and everyone was kind of going oh you know this will never run this will never run and then Eventually just pops all
at once and that's going to be the exact same thing for like other strong sectors like memes Etc you want to do your accumulation when they're chopping sideways when they're dipping and then you want to hope that you're positioned in the right coins and the right sectors that when ults do catch a bid like they did this week that you actually outperform so you don't really need to wait for that like final altcoin season to then go into Alts Because by the time that happens a lot of the strong narratives would have already caught a
bid first because that's what happens in crypto the strong narratives catch the bid first and then you eventually see everything run but by then like you know AI memes rwa like these strongest sectors may have already pulled like three to four five X's whilst you know your majors are just starting to wake up so um that's why I don't really believe in time BTC Dominance in terms of like alt season but it certainly is a good indicator to at least watch and just monitor the you know propensity of the market to shift more towards alts
versus not in alts because that kind of dictates you know are we in Easy Mode or are we in hard mode and obviously easy mode opens up a bunch of opportunities for trading Eric Crown here says that if you do look at the December monthly returns and he's an analyst that I really respect you can See that the average win return over December for Bitcoin is this December that would theoretically take Bitcoin based on its current price of $95,000 to $126,000 I think that's a little bit aggressive for this December but it certainly is a
nice reminder that look December are especially in election years um which is the major data point you have to take into account here theoretically good months uh for crypto And the stock market actually election years are the best periods for the stock market with a probability of 83.8 uh 83.3% sorry probability of bullish uh during December in an election year so that is certainly a bullish Factor we also have uh timing and seasonality in our favor as well in regards to the Bitcoin cycle you can see Bitcoin has now actually entered its price Discovery phase
for the cycle via breaking past That 2021 all-time high in 2017 it went up 1, 1600% from that point in 2021 it went up plus 2 45% even if we do half of that move so 120% that would also put Bitcoin in that 150k region so when you look at the Bitcoin price action like this I think it's clear that uh the probability of continued upside is higher than the probability of downside here and that's why in general in Bull markets a pay is to be a bull you can get flush outs and The market
can go against you and it doesn't mean that every day is going to be bullish we might see a little bit of a correction this week we might see a deeper correction next week who knows but the entire Point uh is to have that General directional bias right if you're correct on that over a multi-month time frame you're generally going to walk away from the cycle ahead and that's why in crypto like the most important thing is Actually just surviving if you're a bulling crypto you often end up winning but the market will do its
best to shake you out you know there'll be liquidation events there'll be fot events there'll be times where certain coins pump that you don't hold it'll kind of tempt you to rotate it'll have you questioning your thesis but in the end it's the people that can maintain Resolute and actually survive that end up really succeeding in crypto so if you've Survived this long until the end of 2024 and we've been through FTX and all that stuff in 2022 I think you've already proven that you can survive and uh survivors are the ones that are going
to win this cycle the ones that are going to lose are the ones that didn't survive 2022 and are just going to come back into the market maybe q1 next year when alss are really exploding and there's even some coming back now obviously for coins like xrp and kadano and those People are going to lose because the the majority of price Discovery will happen uh in this initial runup and they're going to come in at the top you know get super bullish and end up marking the top for crypto like that's unfortunately what happens may
not be in q1 it may actually happen later in the year but you know when retail really pours in to the market that is uh when you want to get a little bit concerned and right now um I'm not so concerned because we we're Like seeing more of of that early like rotation Capital like people that are already in crypto coming back into coins like xrp and uh at the end of the day that actually could be a bullish thing for alts so now let's go through a weekly recap now that we've just touch on
the state of the market and some general thoughts on macro directionality this weekly recap is going to be pretty big I've I've got to update you on a few of the AI coins uh we've got to talk About hyper liquid what I think about that and then I'm going to run you through my two coins that I am really eyeing as potential outperformers this week there's one in particular that I think even tonight could potentially break out into price Discovery so that is quite exciting let's get into the weekly recap firstly the to State the
obvious AI agents and AI has been the dominant narrative if you do look at some of the AI coins have been Absolutely exploding a lot of these we actually do hold in our portfolios like for example uh Imperial went ridiculous it hit $300 yesterday I called this at $70 in the Discord and also I spoke about it on the YouTube channel at $50 when I had the founder on for an interview um now it's up to it went up to $300 which is insane that's like what a 6X return um or a 4 and 1/2x
return from the original call which is pretty insane for 2 we 4 and 1/2x that's almost Unheard of but we're hitting those kind of uh trades on this channel it didn't just end there we had neural AI going absolutely Bonkers from $6 when I first called it all the way up to $16 it's another 3x happening in just a matter of days Guru also went absolutely insane it's another one of my you know riskier low cap picks that absolutely exploded um this is obviously lower cap than you know neural which is I think over 100
Mil now and Imperial which I think is Like 50 to 60 mil now but this one absolutely exploded from 02 to 06 at one points that was up a 3X uh and enq is also up a lot deai also did really well uh pin link also absolutely exploded if you want to look at Pin link here it went to a122 I first called this at 50 cents um so we absolutely crushed it over the last few days mode as well I called that at 14 it's now up at uh 03 sorry to you guys that
are like oh you m just bragging and you know too Cocky whatever I mean I wouldn't normally do be this intense about it but like I've really just got to highlight how insane the last few days were in terms of price performance like this is almost abnormal it's becoming The New Normal because our Alpha seems to be getting better and better and better and that's cuz I'm really bolstering my research team and really focusing on getting you the best quality setups but uh it's just happened to all have kind Of played out in this Bas
of a few days so anyone especially even if you're watching Youtube you've made money but especially if you're in the Discord you got all the early Alpha and all of these calls and you did really well I actually did a uh like a Recon of the profits for each of these coins and you can see here over the past 2 weeks the profits from first call to current price and Peak gain so mode plus 152% 168 Peak EMP 315 per Peak Dei plus 80% Peak pin plus 150% neural plus 164 Guru plus 330 all in
the space of 2 weeks and the Discord is a place where I share all of my my new portfolio editions first and I'll just scroll through the recent calls on the alpha Channel now and you can see that we have not been missing with the alpha in the group here's neural at $6 in the group it's now as you can see in front of you sitting at $15 so there was neural then a couple of days later we called Imperial at 72 this ran up to 300 yesterday then we called uh deai which also did
amazingly 52 it ran up to a doar it's now consolidating at around 80 we've had a bunch of amazing trades we had mode at 14 or 1.4 cents this ran up to almost 4 cents at one point I think it's now still up at 3x so it's been absolutely amazing obviously lucky at $3 that went to 17 that's consolidating now at around $9 I'll talk about that in a few minutes cuz I do have some Alpha There so we have been on an absolute cook and over the next couple of days cuz the alpha is
not slowing down I'm going to be sharing two new positions in the Discord that I recently added to my portfolio so if you do want the earliest Alpha make sure to come be a part of the community I don't think there's a more profitable community in crypto I'm not just saying that I've been in other communities and I mean the results are public like I can Ver I can be fully transparent I'll scroll through all of the calls in the channel pause the video every single thing we've touched has turned to Absolute gold and um
I'm very transparent as well when I when we lose money we do reports as you can see here uh I actually posted a Recon of all the recent calls and there were two things we lost money on uh SPX we lost 10% on which is actually now recovered to break evens it's not even down and what what Else was down uh EMP was down but then it ended up being up so 15 of our last sorry 16 of our last 17 calls have been profitable based on the latest prices so come and join come be
a member it's a great time to join and be a part of the community because we are really really ramping things up in in there and yes it's not too late to get Alpha because I will be sharing two new positions which I think have a lot of potential and I'm always posting new stuff there uh I've Been kind of saving these because I've given like too many new coins recently so you know I've let the market digest some of these coins and now I'm going to be uh sharing the new ones so one's a
meme coin and one's an AI coin and those are just two that I'm thinking of that come to mind but there'll probably be a lot more plays obviously we've got all the Traders and education happening in the Discord which uh is giving like daily setups and trades and education For those as well that want to actively trade so there's something for everyone in there the other thing I want to say because people have been asking like miles you know how are you finding all of these calls recently I have really put a huge focus on
on Research in my business so I've actually expanded my research team and we have this amazing pipeline at the moment of I've got these these team of researchers that are are scanning the market every single day so New hot narratives so recently it's been AI we're looking a lot now into decentralized science plays we're looking into all sorts of new niches gaming is a real focus of ours and we're finding like all the gems in the market so we find 30 projects a day then we condense them down into the top 10 I review them
if they're good we'll look further into them and then we make a short list in that short list we try and meet with as many teams as possible so We can try and extract Alpha and at the end of the day the teams are the most important part of the project so if you can actually meet the team it's going to significantly increase your chances of picking a winner because you can really see what direction they're on are they a good team are they serious are they not we've found a lot of amazing projects which
turned out to be Duds cuz we met the team and they were horrible and we've found some projects which looked Crap looking at their website but we met the team we're like wow some serious stuff is happening so the reason why we've been so like on the ball recently and we'll probably continue to do so hopefully is because we have this amazing like research process and research team that we have been ironing out and actually hire a lot of my researchers from the M high club community so even later today I'm hiring another researcher cuz
I want to keep Expanding things keep finding more Alpha so if you are in the Discord you will get access to actually apply for that position so that will be a position that is mostly focused um on Research we also have some position to help me on the content creation side so yeah I think at the end of the day the reason why you know we're able to find a lot of Alpha and and help you guys succeed this cycle and outperform the market is because we are getting actual Alpha there are a lot Of
content creators which say they have Alpha but at the end of the day like they don't really have an edge on the market they don't really go the extra mile when it comes to research so like I'm trying to create that edge and that's actually a good lesson for you as a Trader as well or an invest like your your profitability as an investor all depends on the edge that you're able to attain and that could be attained through skill level in terms of trading That can be attained through time in the market and experience
that can be attained through connections I think the skill that I've attained is is a mix of both I've been in the space for 5 years but I also have connections in the space and a Big Brand which helps me actually get in the room with teams and VCS and Founders to like extract Alpha and that actually helps in terms of um being able to get an edge in the market so so the way you get an edge will be you know Different from the way another person gets an edge but what I'm doing here
with the Channel with my Twitter and specifically with my Discord is I'm using the edge that I have and I'm sharing that with you guys so like when you sign up for the Discord Community you're you're basically paying to get that edge and you're effectively tapping into my entire reach as well because I've got what like 8 900,000 followers across all platforms and you're kind of Getting access to that leverage uh because you know I'm using those connections to help benefit you so so yeah I think that's that's why we're just on another level uh
here um and anyway you guys are probably sick of hearing me like brag it's not actually bragging I just want to give like you guys some more insight into like how I actually you know go about and conduct my research process because um I don't know if there's a misconception but I Think some people think like YouTube creators cuz maybe this is true for most people we just kind of make stuff up on the Fly and I just get onto these videos and I just start laughing and looking at random charts and Shilling random bags
but actually my process for speaking about coins researching coins uh entering positions it's actually a lot of the time really detailed and it's a really like thought through process um and and I'm very like deliberate about What I speak about I don't just speak about a bunch of stuff like randomly maybe back in the old days I did um like you know early days of the channel even early days in Crypt ban CU I didn't really understand um you know a the power I had as a Creator and the responsibility I have but be like
actually how to extract proper Alpha from the market I think a lot of the times just getting lucky but um if you're able to kind of like really iron Down how you actually get an edge in the market like I think I've been able to do then it's then you'll just go to another level in terms of your portfolio and your trading and I think you guys are you're seeing that right in the results like if you've been listening to the videos and you've checked your portfolio this week I I'm I have no doubt in
my mind you've been outperforming the market so yeah it has been one of the craziest weeks of the year but remember Guys when you do make a lot of profits on trades I said this earlier in my Twitter I said this in my disc scored last night as well like do make sure to take some profits like even though I'm bullish on the AI sector and I think a lot of these have more upside I have been skimming off the top of a lot of these positions just to kind of recoup my Stables I guess
it's a fortunate position to be in but my stable coin waiting went down from 20 to like 133% Just cuz everything was performing so well um I hadn't like invested more things just started to outweigh my the stable coin portion of my portfolio so then what I had to do was I had to like trim some of my profits to get back to 20% Stables cuz that's like where I'm comfortable I've kind of said this the whole cycle I like holding around 20% it's where I feel like I do my best trading from an emotional
perspective when I hold around 20% so I focus today On trimming we've already seen a bit of a dip in the market I don't know if it'll keep going um my short-term like bias isn't necessarily uh my skill I'm not really a short-term Trader as I said I'm better in terms of positioning in like strong coins in in strong underlying narratives for like midterm trading I would say that's my big uh my big skill obviously shortterm we have managed to do well but always make sure that you are kind of following the Mantra of dcing
on dips and taking profits on rips that's pretty much the uh motto that I stick by in crypto and I think it's going to hold you in really good stead if you do that so you know if you are up you know don't don't be afraid to take some initials out take some percentage out if you don't have any Stables if you're really high in Stables you know you can hold if you have conviction but uh at least for me I just wanted to top up a little bit not Huge sales by any means relative
to my portfolio but just you know topping up that stable coin waiting just a little bit across the board not just AI but on some mem coin positions on some other rubbish that I was holding just trying to like you know condense everything and uh resetting for the week so there were a couple coins I hold two in particular which I didn't sell I actually added to them because I think they have the strongest chance of Performing this week And if the market drops this week I think these have the strongest chance of holding up
so on a bit more of a short-term basis but these are also long-term trades there are two tokens in particular which I do want to focus on right now so the first one kind of stems from The xrp Narrative right now so xrp is now a top three token I think at one point it had flipped tether it's actually dropped back down to number four but top three token excluding Tether now um before this video when I fact checked it it was actually uh number three but that's cuz as you can see here it has
like a slight pullback in the past couple hours but xrp running is really interesting cuz what it's doing is it's bringing more eyeballs and attention back into the space so like people at face value if you don't hold xrp you might view this as a bearish thing but a lot of people like are going to go back into crypto because they're Seeing xrp or they're checking it or they're buying it and then they're going to go down the rabbit hole like same thing happened for me like last cycle when I bought ethereum right I just
bought eth when it started pumping and the same thing's happening with a lot of xrp Maxis at the moment that was the trigger for me to go and look more into defi when defi stommer started to arise because like now you could actually do something with your ethereum right it's Similar with xrp like when people see it pumping they're going to go back into the market because they're going to realize um oh something's happening here and then that can actually lead them to going and watching more crypto YouTuber or going down the crypto Rabbit Hole
more learning more and being exposed to other coins in the market so xrp performing well I think is actually a great thing for crypto in general so it's definitely not something I look at Bearishly even though I don't own xrp like I'm happy for this to keep pumping go to $5 $10 like why not it's going to be great for crypto the other thing we've had this week is the huge hyper liquid airdrop um we've had people making a bunch of money on memes recently we've had obviously Bitcoin performing well like all of this gives
retail a reason to come back which is kind of the perfect uh storm for you know more price appreciation amongst Altcoins now here's the narrative I'm getting to xrp I think has triggered like a bit of a rotation into utility and you're even seeing this over the last week like what are the coin that are performing xrp H bar algo these like ISO Swift payment narrative coins like these trafi coins right and you've also seen utility like gaming and AI really performing well you haven't seen memes and more like speculative stuff Performing that well like
they aren't tanking but they aren't outperforming by any means so I think we are seeing a bit of a utility rotation and in my opinion this bodess very very well for a couple of coins but the one I want to focus on today today is is rwa because I think xrp kind of represents this contingent of the market that wants to bid like a real trafi utility based Narrative of like payments processing and I think that if retail is going back to buying Utility coins buying trfi coins then you're going to see rwa doing quite
well and all it takes is Larry think to come out and you know speak a bit more about tokenization which I'm sure he will at some point for for this to catch another bid now I'm not going to focus on every single AI coin under the um sorry rwa coin Under the Sun today because I've spoken about my rwa portfolio a lot in the past you know like Mantra Ono uh checks and uh SEO will be my biggest Bags but I did want to highlight checks today specifically as a coin that could perform well this
week for a couple of reasons one I'm hearing murmurings of some big announcements this week and two I'm seeing the chart looking really bullish so we are rejecting of the previous all-time high but if this starts to break I think this could have momentum to run to a dollar really quick like I genuinely believe that and I backed this up with my own portfolio Moves I said before I was taking profits across a lot of alts right I didn't take any profits on checks in fact I added more checks so like it was the only
big bag of mine that I didn't take profits on this weekend and that is because I I think it's going to have a good week if not good week a good Next Period in the market so I'm really bullish on this one I'm still bullish on cpool obviously um that's still doing well but I think in terms of narrative right now checks Looks like the top one for me they've got some killer stuff behind the scenes it's going to become clear very soon but absolutely killer business model if you want like the easiest way to
think of checks it's the Shopify of rwa like there are so many big corporations companies clients actually using checks as infra you wouldn't even know it because they're offering like rwa asset tokenization as a service just like Shopify allows you to build a Website you don't really know it's Shopify maybe until you're on the checkout page but it's all backed and powered by Shopify and if you can build this like product which allows these big companies to access rwa and you're the underlying infra like that is at the end of the day the biggest money
maker and the some of the contracts they've got some of the I mean I'm just so bullish on this as an rwa protocol uh right now and it's my biggest rwa bag right now Because I I just keep adding and it keeps performing well and I don't really want to sell like I really am targeting a bill Plus on this and if you do look at Mantra or and other coins I'm not I think Mantra is great right but at a three Bill Val and Ono at a five Bill Val uh when checks has in
terms of Partnerships just as good if not better Partnerships and it's sitting at 400 mil like how can you tell me this doesn't have 10x upside like in my opinion it Does so yeah that is one that I'm certainly uh looking at the other coin that I'm looking at this week that I added that I didn't sell any of and I literally haven't sold a scent of this is lucky coin so even though it was at $17 um I've been very transparent I bought around like $3 right in terms of my average Buy price it
might be a bit higher now cuz I recently added I haven't sold any I've just been buying more because there's some big stuff Coming here I can't say what but there is some big stuff behind the scenes and this is exactly what we wanted because it's now in an accumulation phase so what what what happened was there was a crazy blowoff top and I even said if you remember my lucky coin video I said wait for the dips I showed that crypto dog tweet at the end of the video I said guys at some point
this is going to have a big dip that's when you want to buy it and we're actually entering that period Now now I I believe if you buy 8910 $1 it won't make much of a difference long term hopefully when it's you know at the three figure Mark but right now um this is actually really good for for the long-term community building of the project why because if this run straight to 50 straight away that's really bad because it means that retail doesn't have time to accumulate now retail has time to slowly position in the
coin uh and that actually builds more community Members the telegram's been exploding in terms of members the engagement is doing really well on X because you have a chance for people to actually buy in so if you did miss the initial lucky run basically if you didn't watch that video and you don't know what I'm talking about lucky coin is a meme coin it's the OG Doge so Doge as you can see here actually forked from luckycoin in the early days if you look at the initial uh Doge uh client client 1.0 you can Actually
see that on the wallet encryption it actually references lucky coins cuz it was a direct uh Fork so lucky for me as the OG Doge has such a strong narrative and obviously having the luck element behind it I think makes it really appe feeling especially for like the Chinese narrative because they big Believers in Lock and that's what Chinese New Year is about you know luck wealth prosperity it's such a big part of their culture so yeah lucky coin for Me just has so many ticks and uh there is some big stuff coming there's a
tweet here when you really understand something better than the market it's amazing how calm and relaxed you are even with very large positions I really resonated with this tweet cuz my lucky bag is huge and I haven't sold any and I've just I'm just buying more and it's like it is a big bag I'll be honest one of my biggest bags now um and I have it's just being a natural progression of Me getting in low but also adding more which has you know brought it to this place but I am very relaxed right even
with a large position because when you understand when you understand something better than the market it's amazing how calm and relaxed you can be and on the flip side when you have little to know Edge or Insight how much anxiety and stress it can cause over tiny moves do you guys relate to this like when you don't have any insight and you're Holding a coin it's like oh you know you can get really stressed but when you have insight and when you're confident of the direction of it longterm it's just so chill it lit that's
the definition of conviction and you generally only want to be getting into coins where you have that genuine conviction um and and I'm telling you now I have it and I haven't sold and I've bought more and I'm buying more because $8 for this I think in hindsight Is going to look quite cheap um of course I may I could be wrong but I think there's some good stuff coming I really really do over on Lucky coin now let's discuss mode very very quickly I think mode has been one of our best performers over the
last couple of weeks it wasn't just by the way these picks that I've had in the AI sector uh they weren't just given in Discord I also posted my portfolio 3 days ago my top AI crypto altcoin portfolio a lot of these I posted when they were much cheaper especially like pin which went up under the 50% uh EMP actually Forex from this video enq went up 30% Spectra went up 30% uh neuro went up 50% so obviously you know Discord guys got the earliest Alpha and made like two 3 400% games but even on
YouTube you you still would have made like 50% gains across a lot of these on EMP 300% gains in just a matter of uh a few a few days here so that's also why you need notifications on so You actually get the you know the earliest Alpha because um if we hit the right narrative things can move really quick so you want to be watching the videos like pretty much as soon as they come out right um but one token I I mentioned in this video was mode Network and I just wanted to give you
a quick update here so checks and lucky are the two coins I didn't take profits on mode as well I haven't taken profits on so those are the three out of my entire Portfolio I mean there were obvious there's obviously others but I didn't actually sell a scent of these in fact as I said lucky in checks I added mode I'm just holding because I still think at the valuation it's at if you actually want to look at it m o it's sitting at a um Market cup of 85 million fully diluted of 340 million
like for me 85 million for one of the biggest AI agent uh chain slm marketplaces in the space it's not crazy like if you actually look At what they so yes it m pull back may consolidate but I still think it has legs to the upside because what they're doing is they're basically offering the app store for AI agents so there are some very cool agents that are now like deploying on mode so axle's one of them um axle is freaking cool like as I started to dig down the rabbit hole of some of these
new AI agents I found some Banger protocols and axel was one of the top protocols that I actually found Which basically allows you to create verifiable agents for any task like I'll give you an example like this is this is a screenshot um from their application obviously when it's live things are going to change a bit but this basically allows you to allocate with AI agents into certain coins execute onchain trading strategies defi strategies using agents so basically it handles your portfolio management all on chain which is freaking cool right and in the future It
you know can even offer prompts and suggestions and tweak things to optimize so I think we're heading towards a future where you don't even as I've said in a few shows you going to need to trade for yourself optimize for yourself because AI is going to be able to do it better AI for a fact is going to be able to do a lot of things better than humans communicate better I I'm I me as a deep fake will probably be a better host on YouTube U I don't know what's going to Happen to content
creation like you know thread writing tweets like all of that can be done better by AI with a bit of human like input and curation but especially crypto like this is happening quickly this boom into like AI agent trading autonomous onchain trading Etc so ax is very very cool uh I am very excited uh to see this one launch the token isn't live but it should be happening soon and they're backed by CMT digital and they're part of the a16z Crypto startup accelerator uh but it does have a relationship to mode because they launched on
the mode Network AI Agent app store so mode right now as the proxy that you can bet on becomes the liquid play but definitely put this on your radar as an unreleased project to watch in terms of another unreleased project to watch I also think you should be keeping an eye on Creator bid this is a slightly different uh concept it's not really for so so I like also hitting Different niches so the uh Axle play basically allows you to manage your portfolio trade on chain Etc that's like an autonomous onchain agent creat a bid
is allowing you to like deploy your own agents like agent memes um autonomous like keys that you can basically speculate on based on creators so it is quite different and uh I am keeping my eye on this launch as well so those are two upcoming launches I'm watching if they do launch at reason valuations Which I think they will uh you can potentially get into them uh and I'm not promising anything right now but very very soon in the Mars high club we may be launching a platform to actually enable you to get into a
lot of these early that's going to be absolutely incredible so uh I do recommend you are part of the community if you do want that because a lot of these teams that I'm speaking to actually potentially I can't promise anything right at this Second we can potentially uh offer some nice perks or early entries based on um allocations to the community that's something a little bit of water to go under the bridge there but something that I've been working on and we've been developing the platform for like8 months but uh you know finally with some
of these uh upcoming projects we're actually going to be able to test out the platform and give Discord members Early Access which is very cool the next So next I want to talk about the hyper liquid air drop then I want to just summarize my strategy for AI agents and uh yeah bit of alpha to to also flow under the bridge here uh to wrap up the end of this show I think it's been a good alpha- pack show but uh we'll keep bringing the heat for the rest of it here so hyper liquid we
have to talk about hyper liquid the reason this show is longer by the way is because I haven't uploaded in a few days and so Much has happened but we have to talk about hyper liquid because it was the biggest freaking crypto airdrop of all time maybe Unis swap or optimism technically were bigger or Jupiter dollarwise but the average per person here was insane $28,500 per person for the hyper liquid air drop that it was insane I don't know if you're on Twitter um Congratulations by the way to anyone that got it you I actually
did a video on the 14th of August now of course if I Did it earlier in the year you would have gotten a bigger air drop but I did get a lot of people telling me like thanks miles for this video cuz it helped you get an airdrop so if you actually watch this video I went through hyper liquid I called it the next salana um just in terms of like potential and I went through the entire strategy of how to get involved how to trade how the airdrop points work I even gave you some
screenshot Alpha uh from from a chat That actually had the best strategy for farming so and then we had predictions on the market cap of hyper liquid which ended up being lower than we thought so I did this whole video and I I want to congratulate anyone that actually got the aird drop off the back of it some of you may have gotten the average here of 28,500 I know people that got even more in the six figure range so it was absolutely mental um if you didn't get it I didn't get a big one
either because A lot of my wallets I didn't click uh the terms and conditions thing it was a little bit annoying um for wallets to be eligible on each wallet you needed to click the terms and I conditions and I didn't do that on every wallet so I didn't get a very big airdrop myself personally but I know a lot of you that did and for me that's that's actually more important so if you did let me know in the comments if you didn't join the club of people that didn't really get a Big air
drob cuz they they kind of bottled it a little bit uh and I know a few people which unfortunately missed out because of that it was a little bit annoying but overall I think apart from that terms and conditions thing the execution was of of the airdrop was very good and because of that execution um I think hyper liquid in terms of community is actually quite well positioned here to go even higher so it's sitting at a 2.8 Bill market cap not cheap by any Means but I could see this 50 50 uh Bill plus
like anom here points out that it's a top three app in crypto stats already taking substantial market share from larg in combats by buy bid and buyouts all power users in crypto heavily incentivized and align to continue using the platform it's the best Perpetual deck solution that we've seen in terms of tech and usability and the reason why I think it can keep going bigger is cuz a lot of the AI agents use high hyper Liquid spectral for example spectral Labs the their entire autonomous agent trading is based on hyper liquid like isn't that insane
like so you're getting all this not only is hyper liqu going to be earning money through normal people trading but the AI agent trading is going to like prop up a lot of volume and thus revenue for hype on the Chain so I think hype has a lot of potential as a token so I mean it already has started to dip I'm honestly starting to Build a position here uh I got a small air drop but it wasn't as big as I'd like if I want to build that big position six figures plus I'm going
to start averaging into more hyper liquid now because I think it's good could have keep going down sure hard to do ta that's why I'm on coin gecko of such a new token but hyper liquid is one that I definitely want to add to my portfolio I think it has upside from here I think Adam's right I think it can definitely run to become a top five protocol especially if the agent thesis kicks off so hyper liquid funnily enough kind of becomes a bet bet on agents I know it sounds crazy but if you think
about it kind of is a lot of these Protocols are using hyper liquid as uh as agent plays if you want the full the I love Kyle's post here on hyper liquid you can pause the video here and you can pause the video here to read the rest of it cool Don't spend too much time looking at that but definitely worth checking out that tweet if you have some time now let's go through AI agents uh to wrap up the video what am I doing with them now what are some AI agent plays and uh
what's the best way to approach the market obviously a lot of you are already in some of the plays I've talked about like mode EMP Etc um imper uh yeah EMP is Imperial some of the info plays as well that we've shared neural but uh If you weren't in them or just if you're looking for an update on what to do with AI agents let's run through a couple scenarios here so they ran really hard on the weekend a lot of the agents that really ran were like the virtuals agents they performed the best like
if you look here virtual protocols up 122% this week a lot of the agents went up 200% plus a lot of them have now dropped 30 to 40% so you are seeing that pullback uh across a lot of the agents I want to Read out this tweet from Alo because I kind of think there are some similarities right now to AI agents and defi summer which is one of the things that really got me into crypto so I like really resonate with the flow of funds that happened during this defi wave so he says AI
agents Autumn happened likely goes into accumulation for a while comes back later um potentially next year in force the same way defi did in 2021 it's going to be a very hot sector this bll That it is it's it's hot it's the hottest sector in crypto alongside memes for sure deep in tends to do well when everything else isn't uh then he goes on to shill link I don't want to focus on the link bit or this or deep in although I've got lots of deepin plays which I think will perform well um you know
pin Link's one that I recently added uh you know WMT is one that I've been bullish on performing really well a is one that I you know invested In got some nodes there in the early days so I am invested in deepin but I do want to focus on this first thing here that Alo said so in terms of AI agents going back into accumulation what typically happens if things go back into accum accumulation is capital concentrates back into the leaders so you see all of the speculative stuff run and create blowoff tops like a
lot of these agents but then money flows back into the leaders that's why my main Focus has been on AI like infra so if you look at my agent infra list here that I quickly put together like I've got things like spec mode heart neural EMP Guru that all cover AI agents um and that's like the main focus but the other thing is like focusing on some of the OG leaders I think goat now pulling back and you know this might be a bit of a slow burn it might take a couple months but maybe
even in in a few weeks you might see this to start um Start catching a rotation again I think it's only a matter of time honestly before this gets on binance okx like the OG um the OG AI agent coin I think he's always going to be a leader so I still think this is an opportunity because it's like the OG agent meme it just makes sense I still hold half of my goat um and I actually have been accumulating some more to get back up to that original bag size after I took profits at
around 80 to9 cents because I think You know the original Mark andreon a16z like AI meme Shield at some point it's going to come back fcoin as well uh I'm not in this but I definitely could see after this major dip why there's potentially a proposition here in terms of dcing into that it was another one of the original uh AI memes that ran although I do prefer goat then so the INF for first I do prefer it then looking at the OG like leading memes cuz as I said a lot of the rotational Capital
will go back into the leaders and then virtual makes a lot of sense I think in terms of continuation with a lot of these like riskier proxies going back into the base protocol um that th those are the plays that that I'm looking at zero X Jeff has a pretty good tweet on how to position yourself for the agentic blockchain cycle once again I'll let you pause here for step one pause here for step two and three and pause here for step four because I think This is pretty much this pretty much summarizes the strategy
that uh I would follow in terms of positioning myself for the agentic blockchain cycle as they're calling it now there is one coin there's actually two which I want to highlight right now that uh have had really cool recent announcements firstly EMP has absolutely killed their latest deployment that's the reason why they ran up to $300 from when I first called it uh at something stupid on the YouTube Video at 68 and I think it was a similar price like $68 as well or $70 in the Discord so it actually ran up to $300 at
one point it was one of the strongest performers as you can see 300 it's now sitting at 211 the reason why they it's performed so well is cuz they hit a really unique niche in terms of the agent uh sector because they're not like some protocol where you just like make an agent on a website they actually use x for you to create AI agents which is Freaking cool so basically you can Fair launch your own token just tweeting on X how insane is that how insane is that I'll show you how that how you
can actually do it it so one tag srum in a post with the name ticket description and image of your token two our agent deploys your token on base responds with the contract address three we concentrate liquidity to prevent snipers from taking control every X wallet is with simol any one onx can easily trade Your token by make your post after adding funds to their simum Network like this is so smart and genius when I meant the team and I first discussed this with them I was mind blown and that's why I ended up taking
a position and recently I've been advising them on on marketing strategy to get the word out here because like it's absolutely insane um what they've built here and interestingly in terms of tokenomics the fees from all of this actually go back To drive Revenue into imperial so EMP and fees are uh collected um from the lp split 50/50 between the token Creator and the protocol so the token Creator as well can earn fees for having a successful protocol now one of the biggest ones and the first one is called Simi it's the first token launched
on somal which is their Like official agent play so if you wanted a higher beta play in case you think you missed EMP which by the way you haven't longer term um But you know if you want to play like a proxy kind of like the virtual agents Simi could be a player that you can have a look at and you can see it's already collected a lot of fees like over $100,000 in fees um but it's pretty cool that anyone can do this on X like how cool is that not using a wallet I
think a lot of the AI agent protocols that'll succeed they won't require like janky um you know interfaces they're just going to be like utilizing platforms you Already use like telegram social media Etc that's why telegram Bots have been so big right because you can like basically interact or trade on a telegram bot on your phone instead of having to like interact with some juny web 3 interface so yeah somal was really really cool on the EMP side and um actually going to give sim a follow here let's actually see what Sim's posting um I
don't know what it's posting a bunch of random stuff however it's Configured so yeah that that's really cool and then the other one I wanted to highlight your attention to uh is humans AI so interestingly virtuals really run but there's one that was around like way before virtual uh they've been building since I think 2022 or even beforehand no they deployed in 2022 so they would have been building like 2020 um so a lot before like the AI agent narrative started to get hot uh and humans AI is Basically the blockchain of AI that allows
you to uh basically have all of these agents actually running and the the creation of Agents which I'll show you in a second a video that from Ran's Crypt stream the other day but humans is I think going to be a big player in this space they have also um a very established team that as I said has been around for a long time like you could see their 2023 recap they were already working on a lot of this stuff like Their AI blockchain uh their agents they they've also got really good BD so they're
not like um and there's nothing wrong with more like you know Cipher Punk you know styled developers in crypto I think it's great and some of the protocols I talk about are that but humans has like good BD in terms of like their traditional contacts um they've been speaking at lots of summits they've got big Partnerships that really helps actually if you go on humans. you'll Actually see some of their Partnerships here um you see they've been featured in the financial times the guardian Euro News BBC so I think they're they're doing things really well
now in terms of the AI agent stuff cuz I said I would show you that video where is the video here you can see ran live on the show actually deployed uh an agent on the humans AI Network which is really really cool you can see you can put the um the image generation you've got your uh Personality the way they're going to interact the way they're going to talk it's pretty crazy uh so there're another platform that has the infra for this but also doing things Beyond just AI agents so um yeah humans AI
is one that I like and I thought I would mention it today because let me actually get the chart up here uh it hasn't run much right so a lot of the other AI tokens I'm talking about have run and that doesn't mean there isn't still opportunity but you Know you're not getting in on a dip whereas this you're actually getting in on a dip it was 5 cents earlier in the year it's now sitting at 2 cents and to me that's an opportunity considering if you want to look at the market cap of humans
AI what's it sitting at now it's sitting at um 129 mil market cap and then you've got virtual sitting at what 1.3 3 billion so I mean just based on market cap discrepancy alone I think there there could potentially be an Opportunity there so yeah that that is one that I'm still holding and I still think could do quite well and wanted to talk about it today cuz I haven't talked about it much before but I think I've talk spoken about ones before on the channel but um yeah certainly one that uh that I'm not
fading here uh and yeah this is the spreadsheet again if you do want to have a look at this isn't necessarily my buy list I mean all the stuff down here I own um I don't own any Of these tokens up here but in terms of the virtuals ecosystem if you did want a DCA on this dip which I don't think is a bad idea but as Alo said you might see a period of consolidation where these head lower these are the plays that I look at obviously Luna's the leading one but AI um was
it OG one AI xbts recently become big I don't think you can go wrong um with these I mean kind of putting it alongside virtual if you want exposure to that ecosystem but some of the uh More pick and shovels like INF for plays like EMP like mode like heart humans AI spectral for me are a little bit better because they haven't had like that big bubble yet even though they have run they haven't I mean they started to come back down now so if you did miss them you know you have a chance of
re-entering so yeah hope you guys did en enjoy this video very Alpha packed in my opinion if you do want to join the miles high club there's a link in the Description below to come join we've been absolutely crushing it in there I'd love you to become and be a part of the community uh we had an AMA last night which was really fun we answer a bunch of questions as well and and yeah got two new calls dropping there very soon and I'm going to see you in the next video tomorrow hopefully have a
lovely rest of your day peace out
