| Ticker | Direction | Speaker | Thesis | Time |
|---|---|---|---|---|
| LONG |
Thread Guy
Crypto influencer, independent |
"This all AI [__] is happening on Base, not even happening on Pump Fun." Previous cycles focused on Solana (Pump.fun) for memecoins. The current viral narrative (AI Agents/Moltbook) is natively launching on Base. Volume and developer attention are shifting chains. To capture the AI-Crypto beta, one must be active on Base rather than Solana for this specific rotation. LONG the underlying ecosystem/chain where the viral innovation is occurring. Base does not have a native token (ETH beta), so exposure must be through specific ecosystem assets or ETH. | — | |
| WATCH |
Thread Guy
Crypto influencer, independent |
"Moltbook is a social network for AI agents... The community created a Molt token on Base... Moltbook used Bankerbot to connect a wallet and claim the fees." This represents a "Netscape moment" for AI Agents. Since AI agents cannot open traditional bank accounts, they must use crypto rails (Banker) for commerce. Moltbook is the viral consumer layer (social media for bots), and Banker is the infrastructure layer (wallets for bots). These assets are proxies for the "Agentic Economy." WATCH (High Risk / Speculative). The speaker highlights the viral growth ($2.35m fees in 24h) but warns of the "soft endorsement" risk regarding the token's official status. The developer of Moltbook could disavow the community token; the trend could be a fleeting flavor-of-the-week similar to previous AI metas. | 18:46 | |
| AVOID |
Thread Guy
Crypto influencer, independent |
"Silver just had its worst dump ever since the big bang... You don't really get a blow off the top without the snapback." The parabolic move in metals has broken. While Central Banks (sovereign money) are buying, the "long tail" of retail speculators has been liquidated. The momentum trade is dead, and the asset class is likely entering a consolidation or correction phase. AVOID. The volatility is too high and the trend is broken. Geopolitical escalation could reignite the flight to safety immediately. | 9:32 | |
| LONG |
Thread Guy
Crypto influencer, independent |
"Silver is down 35% today... There was 10 trillion and some change dollars evaporated from gold... That same ball of [__] fusion nuclear fury can rotate from thing to thing." Bitcoin has been trading as a "synthetic short" on metals recently (inverse correlation). Now that the metals bubble has burst violently, the speculative retail liquidity that exited crypto for gold/silver is likely to rotate back into digital assets. The speaker explicitly mentions taking a "stab at a long" here based on this rotation thesis. LONG as a contrarian rotation trade following the metals crash. Bitcoin charts remain technically broken; if the metals crash is a liquidity crisis rather than a rotation, all assets including BTC could sell off. | 7:16 |