Robinhood-chain coins, with AI among the blue chips, are changing hands ahead of the next leg higher, and the biggest moves are still ahead. On-chain data from over 30 hours of scanning the strongest setups on the chain points the same way, and macro looks bottomed. The blue chips include AI, BONER, CASHCAT and MEME. x.com 

Memecoins such as BONK will eventually go to zero because they have no real utility or value. Attention is not utility, since every asset that has pumped had attention. The best approach is to take profits while everyone is euphoric and to favor major coins over going all in on memes. x.com  x.com  x.com 

Dogecoin, Pepe, Floki and Bonk are the safer memecoin bets because they hold up far better than new hype-driven tokens. With Fear & Greed at 10, memecoin market cap is still above $45 billion, and the last time that happened a massive rally followed; over 90% of recent launches died under whale selling. Dogecoin leads and could integrate with X Money; Pepe reclaimed a $1.7 billion market cap on surging volume; Floki is expanding into gaming; Bonk is holding strength, with Gemini listing perps. … Show more

A basket of established crypto names across narratives, all outperforming ETH and BTC over six months, should pay off as the market pumps, without chasing new tickers. The list: Zcash for privacy, Pepe for memes, Ethena for synthetic dollars, Aave for lending, Solana for L1, Uniswap and Aerodrome for DEXs, Chainlink for oracles, Pump for launchpads, Bittensor for AI, Hyperliquid for perps, and Ondo and Maple's SYRUP for real-world assets. x.com 

Hyperliquid and Pump.fun are like owning the casino: perps and meme coins are two of the world's greatest speculative trading products, and the thesis is that the casino keeps getting bigger. A post the author replies to notes the stark split in token quality, with only a handful of coins earning real revenue and buying back their tokens, while HYPE outperformed all year and PUMP is now outperforming heavily. x.com 

Last cycle's memecoin winners such as dogwifhat and Mog may barely move this memecoin season, because returning risk appetite is jumping from one fresh launch to the next rather than into memes as a category. A few runners don't put old memes next in line; that queue doesn't exist. Per @DefiIgnas, WIF, POPCAT, MOG and FARTCOIN are down 50% this year with no bounce as promoters moved on. Finding a coin once it is all over the feed means being the exit, not early. x.com 

Memecoins paired with stocks and altcoins rebuild the CDO mechanism of the financial crisis, so when that bubble bursts it should hit the paired assets too, including Nvidia, Apple, Amazon, TAO and HYPE. Like banks repackaging risky mortgage tranches as AAA, the pairs bundle assets for protection and get paid to absorb the risk underneath. A memecoin bubble has just begun; if a few surge to tens of billions, even above their paired stock, everything could crash within a month or two. x.com  x.com 

Decentralized AI tokens like Bittensor and Venice should outperform anything else over the next 12-18 months. The AI bubble is still at an early stage, with AI stocks rising 500-1,000%, and the same should happen in crypto. x.com 

AI and AI-agent crypto tokens remain an asymmetric bet, one of the last sectors where the speculative premium is alive. AI has dominated the market over the past month, with Claude adoption skyrocketing, Grok video generation getting more efficient and Nvidia announcing Nemoclaw. Per data from @_dexuai, agent tokens such as AIXBT rose 27% and AI tokens FET and TAO rose 57% and 54%. x.com