midoji7

Loaded more $YLD on this dip.

I get zero dopamine buying here ngl, but it’s always worked better for me to build during these moments than to chase the flavor of the day.

I find hard to believe that the Agentic Protocols narrative is done with so much left to optimize in DeFi.

Ups we got a slow mooner

$AXR

IYKYK $GIZA

Anyone have thoughts on $PIN | @PinLinkAi?

Just checked it and think it's a pretty cool concept, kind of a BTC-based rwa.

You get exposure to BTC mining yields without having to set up a miner.

42% APR paid in BTC.. not bad at all.

I think a lot of people gave up on $AVA too early. I'll be patient on this one.

I agree that the team could have done some things better, and then the community got mad, there was a wave of FUD, capitulation, etc..

But @HoloworldAI keeps shipping while the dust settles.

In the coming weeks we will see:

– Studio V2 launch. I'm seeing Veo3 go viral on socials, $AVA is the closest product I can find in crypto.

https://t.co/2PxXv9Cx1c

https://t.co/6ShnIkE2sm

– More launches on Hololaunch. $MIRAI and $LOUDIO were a success, people will pay attention.

- New staking mechanism. The team took notes and I think $AVA stakers will benefit from new launches the most.

On top of that,

$AVA hosted her first livestream on Twitch last weekend.

Also, the team did a $125K AVA buyback for "strategic initiatives" a few days ago.

https://t.co/Y0Phip2DOO

Feels like most of the toxic crowd already left. There is less and less FUD. In a week, they’ll forget they even held it.

$YLD | @yld_fun

The main coin for Agentic Protocols on Solana is sitting under $2.5M mcap.

Their first strategy run by agents already increased the efficiency of Solana’s USDC lending yields by 60%+, and they just released a new vault for SOL.

That's just a small fraction of all the yield opportunities they could optimize on SOL.

I can think of:

- Actively rebalancing LPs on Raydium
- Farming funding rates on Drift
- Running basis trades
- Building delta-neutral strategies with JLP

The bigger picture is that they're not just building yield vaults but infra.

Anyone with a working yield strategy will be able to package it and boost its efficiency via agents and offer it publicly.

If they execute well (they are), $YLD has a real shot at capturing a share of the billions in TVL farming yield on Solana.

And they have no direct competitor on the chain.

Many people have shifted to Base after the PF ICO announcement, but $YLD has remained strong.

Also think they made a smart move launching on @believeapp.

$YLD is probably one of the most interesting projects that has launched there in the last weeks.

I think they made the right decision because:

(1) $LAUNCHCOIN has been regaining strength despite the Base rotation.

That could attract attention back to their eco.

(2) $YLD generated $52.6K in creator fees in just 10 days.

The fees will now go back into growing the team + funding incentives for the next vault.

That was the original idea behind @believeap, using creator fees to boost growth.

I wouldn't be surprised if they receive the support of @believeapp, for instance getting verified as one of the legit builders on their platform.

What if $AXR becomes more important than $AIXBT?

$AIXBT just shares alpha, $AXR uses it, cross-checks and enriches it with other agents, and executes.

It’s not just signal, it's a fundamentals evolution.

Also, forgot to say that the higher $LOUD goes, the better it gets for $AVA holders, as you earn loud allocations just by staking.

Might be time to load some more.

Loudio.

Bought some $YLD sub 1M mcap, not much info out yet, but I like the narrative and think I caught a good one early.

Bullish on agentic protocols, feels like the next evolution for DeFi is making it more efficient, simple, and accessible through agents.

The relationship between $AVA and $MIRAI

I’ve been thinking about how both tokens can coexist and drive value to @HoloworldAI without overlapping or cannibalizing each other.

Sharing my take in case it’s helpful:

$AVA represents the toolkit and engine that lets people build and run visual AI agents, think of it as the infra or foundation.

$MIRAI is one of those agents, a high-quality, lifelike virtual human, built using Unreal Engine and powered by $AVA + Holoworld AI.

So:
- $AVA = the tech platform
- $Mirai = a top-tier avatar built on that platform.

Brands can either partner with Mirai or create their own on-chain IPs using AVA.

Both are crucial and complementary,

$AVA will continue powering the entire agent ecosystem, including other IPs beyond Mirai.

$MIRAI will become a brand ambassador IP, showcasing what you can build with @HoloworldAI , driving attention and adoption to $AVA.

The @aww_inc team has successfully built this before (@imma__jp ). I'm sure they have the capability to replicate it on-chain, turning $MIRAI into a huge distribution tool for $AVA.

Loading more $AVA while it’s on discount.

I was skeptical about $MIRAI and the big presale, but credit where it’s due, the launch was solid.

Just a reminder: $MIRAI is one product, $AVA is the infra and there’s nothing like it.

Now zoom out: the real unlock is Agent Studio V2 + MCP, tools to spawn digital influencers at scale.

Just check how @HoloworldAI is partnering with every major memecoin: Neiro, Pnut, Moodeng, ...

Connect the dots. The wave hasn’t even started.

My thesis remains intact:

Sharing my long-term thesis on $GRASS,

For the last 30y, the internet has been monetizing traffic via ads. They capture human attention, sell the pixels, repeat.

However, traffic dynamics are changing and I envision a world where humans won’t be going to websites anymore for online services, agents will do it for you.

(It happens to me, I used to use Google to look for information, I use ChatGPT as my default info browser now).

So the classic logic breaks when the web visitors are AI agents. As of today, 57%+ of traffic is coming as API requests.

Money is following the shift. The API-management market was about $5 billion in 2022 and is on track to exceed $30 billion by 2032.

That’s where @grass | $GRASS fits. It turns idle consumer bandwidth into a giant scraper, packaging fresh text, images, and video behind a permissionless API.

Contributors earn the token; agents pay per query; settlement happens on-chain. Simple.

As ads level off and API meters spin up, whoever owns the cleanest, openly priced data wins the next internet.

Grass aims to be that high qty, real-time data refinery.

That’s my bet with $GRASS.