Tanaka

➥ Bull case for $VIRTUAL If you ask me about the bull case for $VIRTUAL, this is probably the clearest answer. I think @virtuals_io is trying to become the “Stripe + Nasdaq” of the Agent Economy. Right now, most of the market still treats AI Agents as a speculative narrative. But I think the real bull thesis starts when agents become actual economic actors: – owning wallets – generating revenue – making payments – transacting autonomously – and eventually interacting through robotics Why I think the bull case is strong: → Every successful agent launched on Virtuals creates direct demand for $VIRTUAL → Agent tokens need to pair liquidity with $VIRTUAL → ACP fees are partially used for buybacks → More agents → more transactions → stronger network effects And honestly, the robotics narrative is the part I’m most excited about. The team has already publicly shared the vision where AI Agents evolve beyond chatbots and gradually operate physical systems and real-world robots. Because if millions of agents eventually transact autonomously with each other, there will need to be an infrastructure layer underneath supporting that economy. That’s the part I think the market is still underestimating. At around a ~$485M MC, I still think the upside asymmetry for $VIRTUAL looks very attractive if the Agent Economy continues scaling. Ofc, NFA. Just my personal view.

No matter how you look at it, @virtuals_io is still one of the AI agent projects with the strongest fundamentals on Base. So when some people ask me, Base season is here, but why is $VIRTUAL not pumping? Here's my answer: $VIRTUAL is not a meme coin, and it’s not a low cap made for pump and dump. It needs time to accumulate, and it needs the market to recognize its potential. That’s why I think it’s a good project to hold for the long term, especially if you believe in the future of AI and AI Agents.

Happy weekend, After Privacy with $ZEC, Perp DEX with $HYPE, and RWAs with $ONDO and $CFG, I’m starting to see the next trend rotation forming around AI and AI agents. If you still don’t have $TAO, $VIRTUAL, $FET, and $NEAR in your portfolio, I think this is a good time to start paying attention. Ofc, NFA.

Most people are putting all AI crypto projects into the same basket. I think that is a mistake. $VIRTUAL, $TAO, $FET and $NEAR are not building the same thing. They represent 4 different layers of the AI x Crypto stack. And this is why I hold 3/4 tokens 🧵[1-6] 👇

➥ 42% of all agentic transactions on Base now run through @virtuals_io I think the market is still underestimating how bullish this is for $VIRTUAL. Let me break it down: → Agent token trades route through $VIRTUAL → AI inference payments use $VIRTUAL → Every new agent launch needs $VIRTUAL liquidity → More agents → stronger network effects → Real onchain activity proving PMF I’m still holding a bag of $VIRTUAL myself. I think the market will eventually realize that Virtuals is already capturing real value from the Agent Economy, not just narrative attention. The long-term upside feels more like a matter of time if adoption keeps compounding.

➥ ChatGPT picked $VIRTUAL as a top 10x AI bet AI agents are starting to look like real economic entities, but to move money autonomously, they need wallets, payment rails, onchain identity, tokenized ownership and settlement infra That’s where @virtuals_io fits atm: → 18k+ agents deployed → ~$481M Agentic GDP → ACP as agent commerce standard → EconomyOS for agent identity + wallet + operations → $VIRTUAL as the base asset inside the ecosystem Btw, most AI coins still trade on vibes, while Virtuals already has usage, volume, revenue and ecosystem activity If Agent Economy becomes one of the biggest narratives from 2026-2030, I think $VIRTUAL is one of the cleaner picks-and-shovels bets in this sector Ofc, NFA

If I had to pick the next trend to pump, I’d go with AI Agents and I’m adding more exposure to $VIRTUAL Let’s look at the actual data: – total AI Agents MC: $764.13M USD – no. of AI projects / Agents: 39,695 – total funds raised for builders: $30.38M USD – trading volume: $13.8B USD – total Agent GDP: $481.15M USD – total jobs completed: 2.27M – daily active users: 32,122 – total unique active wallets (30D): 29,739 These numbers show strong momentum and real growth across the AI Agent ecosystem on @virtuals_io. I see $VIRTUAL appreciation as a matter of time.

For those asking what I’m holding right now, my portfolio currently includes: – @Ethereum | $ETH – @opentensor | $TAO (staked) – @ASI_Alliance | $FET – @Pumpfun | $PUMP – @virtuals_io | solana:3iQL8BFS2vE7mww4ehAqQHAsbmRNCrPxizWAT2Zfyr9y – @burnt_xion | $XION What about you? What coins are you holding right now?

➥ Virtuals Protocol: Infra Layer for Agent Economy Virtuals is the infra layer that matters most in the the early formation of an actual onchain agent economy. I believe we’re currently having some form of AI szn in altcoin land with $VVV $SAHARA $PIPPIN $VIRTUAL $KITE all perform at least 2x. Coming back to the @virtuals_io, its core offering, the Agent Commerce Protocol (ACP), provides the rails for secure, verifiable agent-to-agent transactions, while its Titan issuance mechanism enables deep liquidity for scaled projects. The protocol's performance is accelerating, with Epoch 2 results showing 128% growth in agent transactions and $2.8M in agent-to-agent revenue generated by 3,421 competing agents. When I look at Virtuals, I think about three pieces: the transaction layer, the liquidity layer, and the agents building on top of it. 1/ At the center is the Agent Commerce Protocol (ACP) = The Transaction Layer This is basically escrow + verification + onchain identity (ERC-8004) for agent-to-agent transactions. If agents are going to trade, hire each other, execute services, or move capital autonomously, you need: – Smart contract escrow. – Cryptographic agreement records. – Evaluation before settlement. – Persistent onchain reputation. With this, you can measure something they call Agent GDP (aGDP) aks real economic output from autonomous agents. 2/ Titan Issuance Mechanism = The Liquidity Layer I find Titan mechanism very interesting because it is not bonding curve casino. It is direct public liquidity, deep pool from day one, clean tokenomics and designed for scaled teams. The $ROBO launch injected $250K liquidity + 0.1% supply into Uniswap immediately. If agent GDP scales, infra captures the tax. Virtuals is taking 0.3% of ecosystem swaps, 10% of ACP service revenue, up to $1M/month redistributed. 3/ Top standout AI Agents on Virtuals – @ribbita2012 | $TIBBIR |$182.5M – Payment layer for autonomous agents, integrated with Coinbase Agentic Wallet, Visa integration planned. – @openmind_agi | $ROBO | $115.6M – First Titan launch, robotics economy infrastructure, Fabric Foundation partnership. – @aixbt_agent | $AIXBT | $28.7M – Leading mindshare in agent economy, #1 in Virtuals top 5 index, #4 in overall mindshare rankings. – $GAME by Virtuals | $12.4M – Gaming-focused agent, revenue sharing via ACP, strong ecosystem integration. – @luna_virtuals | $LUNA | $8.0M – First on Base to autonomously execute on-chain tips, pioneering social agent. – @ArAIstotle | FACY | $2.0M – Truth layer with staking utility, 11M+ $FACY staked earning 5%+ APY. – 1000x by Virtuals | $1000X | $1.9M – High-growth potential agent, 521.4% 30-day price increase. I believe infra layer is where value accrues if the thesis plays out. If agent-to-agent commerce becomes real, the settlement + escrow + identity layer becomes indispensable. Right now, $VIRTUAL is the cleanest execution I see in this category.

If AI Agents become the next big crypto narrative in 2026, which projects should we pay attention to? ⓵ @virtuals_io | $VIRTUAL: 540M MC ⓶ @ASI_Alliance | $ASI: 490M ⓷ @NEARProtocol | $NEAR: 1.68B ⓸ @opentensor | $TAO: 2.9B MC ⓹ @elizaOS | $ELIZA: 8M ⓺ @truth_terminal | $GOAT: 19M ⓻ @0xzerebro | $ZEREBRO: 30M ⓼ @aixbt_agent (by Virtuals) | $AIXBT: 34M ⓽ @rendernetwork | $RNDR: 985M ⓾ @akashnet | $AKT: 185M I’ll personally focus more on infrastructure + real adoption.

gVirtual, For a long time, @virtuals_io launches were trying to solve everything with one hammer. It worked early, but it also created friction once the ecosystem grew up. This year already started with rebuilding the whole launch stack for its own agent ecosystem. They’ve split it cleanly into three lanes: Pegasus, Unicorn, and Titan. One ecosystem, same liquidity gravity, different intent. → Pegasus with no team allocation is pure signal extraction. Almost everything goes straight to LP, with a tiny slice for ecosystem airdrops. Founders only own what they buy, at the same price as degens. This lane is built for early builders just trying to find something. Most agents will die here, which is the point: cheap failures, clean data, no leftover resentment. → Unicorn is where conviction turns into capital. Unicorn already proved it works over the past few months. Early trading uses a decaying tax that starts high and cools down, killing sniper games and routing that volatility back into liquidity. Teams don’t get paid upfront because of Automated Capital Formation. They only raise meaningful capital after the agent proves traction, with funding scaling as FDV grows. Somewhere between a scrappy early project and a real business, Unicorn turns belief into capital without breaking alignment. → Titan is the grown-up lane. If you’re already credible, already capitalized, already shipping, Titan gives you a clean, boring, TradFi-coded market entry at a minimum $50M launch valuation. – liquidity pairing with at least 500k USDC worth of $VIRTUAL at TGE – flat 1% tax – tokenomics fully defined by the team Titan also lets existing agent tokens migrate in, as long as they bring real liquidity and accept ecosystem alignment. That’s huge if Virtuals wants to be the hub for agent tokens. The mechanics way better than the old one-size-fits-all era. But will this actually make the Virtual eco come back? Virtuals learned three lessons: – fair launches don’t automatically create conviction – conviction without a funding path caps builder quality – big teams won’t touch thin liquidity setups This new framework is them trying to keep the ecosystem cohesive while still giving teams the right launch tool at the right time. All three mechanisms are aggressively “$VIRTUAL-pilled” since they bind liquidity to $VIRTUAL. That means it can trend back if more agents launch and more liquidity gets paired. My only real concern is Titan’s gatekeeping. It’ll look exclusive to retail, and if the first few Titan launches don’t deliver, CT will clown it fast. Still, solid design overall. Always ready to fill bids if legit agents roll out from here.

“Sell in May” may have worked for tradfi in previous cycles. But for crypto this year, I think the setup looks very different. So I'll buy and hold some altcoins ( $ETH $TAO $PUMP $VIRTUAL ) And here are the reasons why I still lean bullish on altcoins continuing to grow 🧵[1-7]

Virtuals x BNB: BNBAgent SDK? Top active Agents on BNNchain that will benefits from this The BNBAgent SDK + @virtuals_io integration is probably the first time I see real agent economy infra forming. What I see now is agents becoming economic actors with revenue loops. Here’s how I break it down after digging into the data + infra: 1/ @BNBCHAIN won by raw deployment velocity – ~34,000+ ERC-8004 agents already live, more than ETH + Base combined. – If you include BNB-native standards → 100k-120k+ agents. – Growth from ~6.6k → 34k in ~2 weeks. That kind of curve is builder migration + capital rotation happening in real time. And more important Agents are already generating real transactions + DEX volume, not idle contracts. → So demand exists before the full infra is even ready. 2/ Virtuals solves the bottleneck I kept seeing: TRUST Before this, every agent economy pitch had the same hidden flaw: – No standard identity or reliable escrow. – No dispute resolution or way to verify delivery. So everything still required humans in the loop. Now with: – ERC-8004 → identity + reputation. – ERC-8183 → job lifecycle. – ACP from Virtuals → coordination + payments. We finally get agent finds job → agent accepts → escrow locks funds → agent delivers → system verifies → payment auto-settles. No human fallback and that’s the moment where I start calling it machine economy instead of AI tooling. 3/ BNBAgent SDK is the real unlock Standards don’t matter if no one implements them. BNB shipped a working SDK 1 week after the standard proposal. And they made it Python. This matters more than people think: – Most AI devs don’t touch Solidity. – Lower friction = faster agent deployment. – Faster deployment = faster liquidity + activity. I’ve seen this pattern before in crypto → the chain that reduces dev friction the most → captures the long tail of builders → ends up owning the narrative later. BNB is clearly playing that game here. 4/ The numbers are already telling me a lot – $3M+ agent-to-agent revenue excluding trading. – $1.4M monthly protocol fees. – ~$480M cumulative agent GDP. Basically, this is already happening before full mainnet rollout on BNB. So when BNBAgent SDK goes live on mainnet, I expect scale tbh. 5/ Who benefits immediately I’m looking at agents that already touch money or coordination: – @Chain_GPT → can close the loop from research → execution → settlement. – @AiWhitebridge → built exactly for multi-agent coordination. – @GT_Protocol → already moving capital, now can plug into escrow + job rails. – Any DeFAI / trading / yield agents built on BNB’s native tools such as @myshell_ai drag-and-drop, MCP toolkit, etc. + the thousands of anonymous ERC-8004 agents deployed by top creators. – Virtuals-aligned agents = @Butler_Agent, @ethy_agent, @WaveformBackup, etc. I used to think the agent narrative would take longer to mature because infra always lags hype. This is the first time I feel the opposite → infra is catching up faster than the market can price it. And BNB is positioning itself as execution layer (fast + cheap) + deployment hub (mass agents). Then **now → commerce layer for agents. Right now, BNB is making a serious case for agents that actually make money.

$VIRTUAL | @virtuals_io is becoming a Society of Productive AI Agents. For the first time, I’m seeing AI agents evolve beyond simple demos into real on-chain economic entities that can generate revenue, coordinate work, and operate autonomously. Why do I think that? 🧵[1-6] 👇

🧵DeFAI’s the fact that I no longer need to interact with DeFi manually at all So I started to ask where is the oppotunities on #DeFAI atm? Here's my raw, on-the-ground take as someone who's been experimenting with these tools daily in 2026. The hype cycle has cooled a bit, and you're finally seeing agents that actually do useful work instead of just promising it. The overall DeFAI market cap sits around $626M → still small compared to broader crypto, which means there's plenty of room to run if the execution layers keep maturing. What I'm personally most excited about right now: [1] Yield ptimization & Automated Portfolio Agents This is where I see the clearest day-to-day value. Agents like @Infinit_Labs that constantly scan lending protocols such as @aave, @Morpho, etc., rebalance stables or blue-chips based on real-time rates, and manage risk without me babysitting. I've been running small tests with tools like @gizatechxyz Agent - great for hedging. You give them a simple goal like “maximize yield on USDC with low volatility”, and they handle the multi-step execution. @Derive + @get_truenorth, @Cod3xOrg (no-code agent builders). In choppy markets, they've quietly outperformed my manual moves. [2] Natural Language Execution Layers @griffaindotcom on Solana and @HeyAnonai | $ANON are still two of the cleanest user experiences. I type things like “bridge my ETH to Base and put it in the highest yielding stable pool” or “scan for new yield opportunities under 5% impermanent loss risk,” and they route through intents across chains. – $ANON works across Sonic, Solana, Base, Arbitrum so it's genuinely multi-chain now. – $Griffain feels snappy on Solana and has been pushing token launch + trading automation too. Both have shown real traction and volatility that rewards early users. [3] Tokenized Agent Economies | Virtuals Protocol eco This is the infra play I keep coming back to. @virtuals_io | $VIRTUAL lets people launch and own shares in specialized agents. Successful agents generate revenue and create buy pressure on their tokens. I've watched agents in the Virtuals eco pull real onchain volume. It's not pure speculation anymore, the ones with actual usage are starting to show product-market fit. Combined with broader infra like @opentensor | $TAO for decentralized compute or @ASI_Alliance | $FET, this feels like the foundation for agent economies that could capture real fees long-term. [4] Emerging Niches I'm Watching Closely → RWA + AI agents: Projects experimenting with AI-managed tokenized RWAs (lending, yield on Treasuries, etc.). This could be massive as institutions dip in. → Quant strategy automation via @elizaOS or @almanak-style frameworks - backtest, deploy, let the agent evolve the strategy. → Secure execution layers, things like @newton_xyz or @SUPRA_Labs's AutoFi approach, because security is still my biggest hesitation before scaling up positions. → Infra layer such as @swarms_corp, @rei_labs, @openclaw, etc. My honest POV after testing: You're moving from “narrative season” to product season. The best opportunities are in auditioning agents with tiny capital first. Start with $100-500, set clear goals, monitor performance for a week or two, then scale what actually works. I've been burned by agents that hallucinate or underperform in volatile swings, so I always check: transparent onchain actions, audited contracts, and clear permission scopes. – For retail users, DeFAI is a game-changer for accessibility. You don't need to be a full-time degen anymore. – For builders, there's still alpha in niche agents, maybe localized yield strategies or RWA-focused ones. Overall, I’m allocating more of my active crypto time and small bags here than to pure memecoins or manual farming. DeFAI is making DeFi actually usable 24/7, and the agents that deliver consistent, verifiable results will compound massively.

➥ 5 reasons why I’m still holding $VIRTUAL » base liquidity layer → agent tokens route through $VIRTUAL. » real ecosystem utility → used across trading and agent-related activity. » supply lock effect → more agent launches can lock more $VIRTUAL. » veVIRTUAL exposure → staking gives broader ecosystem upside. » strong AI Agent thesis → one of the narratives I’m watching most closely. If the agent economy keeps expanding, $VIRTUAL should benefit more directly than many other AI-related tokens. I’m not saying it will go up immediately, but the setup is strong enough for me to keep holding.

Does $VIRTUAL still have upside at this price? I got this question today. Personally, I still believe in the long-term potential of $VIRTUAL, but the current market condition is clearly not ideal, so even strong projects are getting dragged down by broader market weakness. That said, here are the reasons why I still think $VIRTUAL is worth holding for the next cycle: 1/ Base token has not launched yet, so I’m still expecting a potential Base Season. If that happens, the whole Base ecosystem could get attention again, and $VIRTUAL is definitely one of the top names people will look at. 2/ If you believe in the future of AI and AI Agents, then $VIRTUAL is already building in that direction. They are trying to create an economic layer for AI agents. 3/ $VIRTUAL has direct utility inside its ecosystem, and I’ve mentioned this many times before. It is not just a random AI token with no clear use case. 4/ $VIRTUAL is pushing real products, with around 18,000+ agents deployed and roughly $479M in aGDP as of 2026. 5/ From a valuation perspective, $VIRTUAL has already reset hard after the hype phase. The risk/reward is much easier to understand now, and buying at this level feels less risky compared to chasing the top. In short, I’m still holding $VIRTUAL and I will continue accumulating more around this zone. Of course, every investment comes with risk, so manage your risk first before entering any project.

➥ $VIRTUAL and the opportunity to become infrastructure for the Agent Economy I think most of the market is still underestimating how large this market could eventually become. There’s one thing people need to pay attention to: AI Agents are slowly evolving from chatbots into real autonomous economic actors. → owning wallets → generating revenue → making payments → hiring other agents → and eventually interacting through robotics And if millions of agents eventually start transacting autonomously with each other, they will need a dedicated economic infrastructure layer underneath. That’s why I think we should pay more attention to @virtuals_io than ever before if you believe in the future of the Agent Economy. What I like about the current positioning: – Every agent token pairs with $VIRTUAL – ACP has already started generating real economic activity – EconomyOS is building wallets + identity + payments for agents. – Multi-chain expansion has already started – Network effects become stronger as more agents launch. The biggest bull case for me is that Virtuals doesn't need every single agent to succeed. It only needs the entire Agent Economy to continue growing. That’s why I still see $VIRTUAL as a picks and shovels play for the entire AI Agent narrative. And I think the value of $VIRTUAL will continue increasing over time as adoption scales. Ofc, NFA.

➥ @virtuals_io is building the AI agent economy fast – VIRTUAL - leading AI agent launchpad. – ERC-8183 - working with @ethereumfndn dAI team on agent payments. – Capital Markets - 43,011 AI projects launched, $30.94M+ raised, $682M+ marketcap. – Trading Volume - $13.93B in 30D volume across the ecosystem. – EconomyOS + ACP - 45,666 agents, 2.28M jobs completed, $481M+ Agentic GDP. – Agent Revenue - $4M+ revenue and 30K+ active wallets in 30D. – Incentives - $5M+ routed to builders + up to $1M/month for revenue-generating agents. – Robotics - $45M+ robotic marketcap, 31-unit fleet, with @xmaquina DEUS launch. – Cross-chain - live on Base, Ethereum, Solana, Ronin, expanding to BNB Chain & XLayer. – Listings - Titan launches now listed on Binance & Bithumb. – Integrations - @reppo, Baseline, Base MCP, Aerodrome, Delphi, Fundstrat, Messari, Keyrock. – ACP v2 - reversible launches, onchain accounts, agent-to-agent jobs & settlements. Upcoming: AI Council governance layer + continued robotics rollout in 2026 I’m still holding $VIRTUAL.

I’ll say this again: Don’t miss the upcoming AI + AI agent wave. If you still don’t know what coins to buy atm, here's my list: $VIRTUAL $FET $NEAR $TAO Btw, if you still don’t understand why, spend some time reading my latest AI agent posts. That’s where I’ve been sharing my full view on this narrative.

➥ @virtuals_io to build physical autonomous agent landscape 3,421 AI agents already generated $2.8M in revenue on Virtuals and that’s before they even touch the physical world. In my previous post, I talked about Virtuals as the settlement layer for the agent economy. Now I want to push the thesis one step further. If aGDP is real, it cannot stay digital forever, it has to touch the physical world. And this is where Virtuals’ vision becomes much bigger than AI agents trading onchain. Virtuals is building a society of autonomous agents. Independent economic actors that produce services, earn revenue, coordinate tasks, manage capital and operate without constant human control. The core metric they push is **aGDP**, total economic output generated by agents. IMHO, if agents move into robotics, logistics, manufacturing, infra… that’s when aGDP starts competing with human GDP. So the physical autonomous agent landscape matters here and I think it’s inevitable. Virtuals believes robots are just embodied agents. – Instead of agent → API → Smart contract. – It becomes agent → Robot → Real-world execution → Onchain settlement. That loop changes everything. Because now a robot can complete a warehouse task, an agent coordinates it, ACP escrows payment, $USDC settles onchain and reputation updates via ERC-8004. So for the bigger context, I see ACP becomes even more critical here. In digital-only world, ACP handles discovery, escrow, verification, payment amd even reputation for agents. Then in physical world, it must also, coordinate hardware, validate task completion, manage cross-chain payment flows an finally anchor physical output to onchain proof. This is extremely hard, however if solved, it becomes the default control layer for agent-to-robot commerce. FYI, this serious because they already do meaningful partnerships out there. – @openmind_agi AGI They’re integrating ACP into OM1 robot OS + FABRIC decentralized control layer. That’s direct software-to-hardware integration. – @xmaquina They invest in humanoid robotics (Figure AI, Agility Robotics). Together they launched $DEUS to tokenize access to private robotic markets. This connects capital markets to robot infrastructure. – @BitRobotNetwork (Seesaw) Crowdsourced, verified egocentric task data to improve robot manipulation + navigation. This is data flywheel for embodied AI. When I connect these dots, I see a layered stack forming: AI intelligence layer with Blockchain coordination layer + Robotics execution layer. Virtuals is trying to sit in the middle as the economic rail. Additionally, the 2026 roadmap is ambitious: – 500,000 real-world tasks completed via robotics integrations. – Expanded agent-to-agent revenue including physical outputs. – Stronger anti-fraud filtering in incentive epochs. – More ecosystem engagement with robotics academia and builders. If even part of this executes, the narrative shifts from AI agents on Base to Blockchain-coordinated physical labor market. Now, let me be clear, risks multiply in physical domain, i won’t want you to be blind to these: – Hardware failure and safety liability. – Regulatory exposure. – Massive scaling constraints. – Real-world unpredictability. It’s much easier to coordinate tokens than robots. But that’s exactly why inframatters more here. If ACP becomes the standardized coordination + escrow layer for embodied agents, the moat is enormous. So IMHO, most people still price $VIRTUAL as an AI narrative coin. I’m starting to see it as a bet on machine-native economy. Imagine one day when AI agents are going to be primary blockchain users, they’ll move objects, build infrastructure, deliver goods and settle it all onchain. Virtuals will coordinate autonomous labor and make the physical robots reality.

My bear market shopping list 👇👇👇 $ETH $TAO $HYPE $ASTER $JUP $AAVE $SKY $MET $PENDLE $UNI $PUMP $VIRTUAL $CARDS $ONDO I’m looking at this list through 3 filters: cash flow, real usage, and macro positioning. In a bear market, I don’t want tokens that only depend on narrative rotation. I want assets where the protocol has a clear reason to survive lower liquidity conditions. For market context: At the current stage, I see 4 signals that make the risk/reward more attractive: [1] BTC has already flushed into a major long-term support zone. – It recently traded around the $58k-$61k area, close to the 200-week moving average zone that has historically mattered in previous cycle bottoms. – I don’t treat this as a guaranteed bottom, but I do treat it as a serious accumulation zone. [2] Sentiment is already in extreme fear. – The Bitcoin Fear & Greed Index recently showed 17, which means the market is no longer pricing optimism. – In my experience, the best entries usually come when most people are reducing risk, not when everyone is confident again. [3] Forced selling pressure is becoming visible. – BTC weakness is now pressuring treasury-style crypto equities like Strategy, and that kind of stress often appears late in a downtrend. – I don’t buy because of panic alone, but panic plus long-term support is worth paying attention to. [4] Macro is still tight, which means I don’t expect a clean V-shape recovery. – The Fed’s latest projections removed 2026 rate-cut expectations, so liquidity is not fully supportive yet. – That is why I prefer staged buying instead of going all-in. When BTC is down hard, ETH is weak, sentiment is extreme fear, ETF flows are mixed, and macro is still cautious, the market is usually closer to long-term opportunity than short-term comfort. For altcoins, I’m focusing on assets with one of these traits: – real fees + buyback or burn design – strong liquidity + durable user demand – institutional narrative + clear sector exposure A few names in the picture fit that logic well: – $HYPE: strong buyback model, direct link between activity and token demand – $ASTER: aggressive fee buyback structure, worth tracking if volume holds – $JUP: fee lock model adds long-term supply pressure reduction – $AAVE: still one of the strongest DeFi money markets, with real fee generation – $SKY: smart burn mechanism, tied to one of the most important DeFi balance sheets – $MET and $PENDLE: both connected to fee flow and staker distribution, which matters when speculation slows – $UNI: burn model becomes more interesting if Uniswap governance keeps moving toward value capture – $PUMP: high-risk, but the burn data shows real market activity behind it Then I add my own macro layer: – $ETH remains my core crypto asset because it has the strongest institutional alignment: ETFs, stablecoins, RWAs, and DeFi settlement. – $TAO gives me AI exposure with a crypto-native incentive system. It is volatile, but it fits the long-term AI x Crypto thesis better than most. – $VIRTUAL is my AI agent bet. I want exposure to the sector before it becomes obvious again. – $ONDO is my RWA pick. If rates stay relevant and tokenized finance keeps expanding, Ondo stays on my watchlist. – $CARDS is more speculative, but I keep it on the list because smaller narrative tokens can outperform when liquidity returns. My approach is simple, I size based on conviction. Bear markets punish weak tokens, but they also give better entries on protocols with real economic design iykyk.

Instead of sitting there watching shaky charts, following a red market, and reading negative news everywhere… Start accumulating the projects leading the key narratives: – Perps: $HYPE – AI Agent: $NEAR or $VIRTUAL – Decentralized AI: $TAO – RWA: $ONDO or $CFG $CC – Meme Launchpad: $PUMP Or steadily accumulate $BTC and $ETH. This is exactly the moment when people are most likely to make the wrong decisions because of emotions. But remember one thing: the market will always exist. Time in the market is better than timing the market.

If you ask me which tokens are worth buying right now, here’s my answer 👇 Tier S: $BTC $ETH Tier A: $TAO $HYPE $LTC Tier B: $NEAR $VIRTUAL $MNT But if I had to pick only 3 to hold, I would go with $ETH $TAO and $LTC

Nothing has changed about my thesis. Now $FET is starting to price it in. I wouldn't be surprised to see $VIRTUAL follow if capital continues rotating back into AI. NFA, but if you're still looking for exposure, these are the tokens I'd be researching first.

➥ AI agents are slowly turning into programmable onchain business infra – Agent tokens: users co-own exposure to revenue-generating AI agents. – Coordination layers: agents move value, collaborate 24/7 and settle work onchain. – Commerce engines: $VIRTUAL becomes the base asset for agent economy routing. – Revenue rails: tokenized agents, services, and IP need autonomous settlement. – Agentic money: agents need identity, capital, jobs, wallets, budgets & instant machine payments. Name an AI agent infra protocol we should hold. I'm holding $VIRTUAL | @virtuals_io and you 👇

I just read the Full-Stack AI Economy shared by @Defi_Rocketeer, a post that brings up an interesting perspective. The framework comparing @NEARProtocol, @ASI_Alliance, @virtuals_io, and @MultiversX already lays out a strong base. But after looking deeper into the AI economy thesis, I think the stack still needs a few additional layers. Here’s how I would extend the framework: [1] Data layer A real AI economy needs an additional critical layer: Data. AI agents cannot operate without: – training data – proprietary datasets – verified datasets – data ownership → Without data liquidity, an AI economy becomes only compute infrastructure. [2] Identity layer for agents AI agents will require onchain identity, otherwise: – reputation systems cannot form – credit scores cannot exist – sybil agents become unavoidable I also see a few directions starting to emerge: – ERC-8004 agent identity – reputation layers – AI wallet identity → This layer becomes extremely important if agents evolve into economic actors. So I would expand the framework into the following AI economy stack: [1] Compute sovereignty [2] Native payments [3] Data layer [4] Marketplace liquidity [5] Identity and coordination If AI agents become a major part of the internet economy, the blockchains building these stacks today could eventually become financial operating systems for machines. And that is a much larger thesis than simply searching for the next AI token.

Gm bulls, If you pick the wrong token to hold this cycle, getting back to break-even will be tough. If you don't know what to buy, here’s my watchlist. Tier 1: $BTC $ETH $TAO Tier 2: $PUMP $HYPE $NEAR Tier 3: $CHZ $VIRTUAL $FET $MNT Ofc, NFA. https://t.co/7s9h41MhWY

$TAO Subnets → $TON Memes → $VIRTUAL AI Agents ⓵ $AIXBT: @aixbt_agent ⓶ $LUNA: @luna_virtuals ⓷ $VADER: @Vader_AI_ If you ask me abt the next pump.