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$ETH
New ATH bullishh!!
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I’m no longer pounding the table on AI agent coins like VIRTUAL or GRE. The vertical ran too far, too fast; most agents are still toys with zero cash flow. VIRTUAL keeps burning supply and has real Base momentum, so a “hold with tight stops” stance makes sense. GRE, on the other hand, looks like a liquidity zombie—no dev updates, volume down 95 %, unlocks looming, exit or ignore. $VIRTUAL – Still live product, real buy-pressure (agents must pair with it), deflationary burns. Price already up 15-20× since January → most upside captured. Hold only if you’re willing to ride high-beta swings; set stop under recent range ($0.55 on Base). $GRE – GitHub quiet since April, volume fallen off a cliff, next unlock dumps 8 % float in two weeks. Unless they ship a major update, treat as dead money. Cut or avoid.
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Altseason just flipped into Phase 2
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USUAL (USD0++) • Narrative: RWA-backed stablecoin yield (T-bills on-chain). • Catalyst: 4–5 % real yield + points program → 4/5 • Unlock: Tiny float, big cliff in Q4 (watch Nov) → 2/5 • Flow: Smart-money wallets accumulating since July → 4/5 • Valuation: FDV still < $200 M, cheap vs. Ethena → 4/5 Risk: Regulatory gray zone on tokenized T-bills → 3/5 Verdict: Small position pre-November, exit half on first 2-3×. BIO (Bio Protocol / DeSci index) • Narrative: DeSci launchpad & IP-NFT vaults. • Catalyst: V3 main-net + first pharma IP token drop → 3/5 • Unlock: 15 % supply unlock in Sept (low float) → 2/5 • Flow: Still pre-TGE for most retail → 2/5 • Valuation: FDV ~$90 M; pure narrative play → 3/5 Risk: Thin liquidity, no revenue yet → 2/5 Verdict: Watchlist only; wait for post-TGE dip or confirmed partnership. USUAL > BIO for near-term upside; size them 3-5 % each, cash out partial on first 2-3×.
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Memecoins series(article5): 99% of memecoins you see on X are scams.
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Why is Bitcoin crashing right now? Let’s break it down:
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