Cryptic2442

It’s pretty clear that despite multiple rugs from web2 devs, ai agents remain as the narrative with the most attention onchain and one traders keep coming back too
What’s interesting is that despite the continued attention and length of time of this narrative, we are yet to see a dominant left curve play emerge and cement itself as the meme of the meta.
Those rugs have actually strengthened the narrative for one play, and laid out the path here for it to become THE left curve meme of the narrative.
$Claude
There is no tech. There is no web2 dev. No promises that can be broken. Just pure me

-Investment from Solana Ventures into parent company -Dev’s previous project ran to 50mil -Mainnet this week-Front runner for Colosseum Hackathon$1.5mil

🍅 and 🐡 look primed for this week

People got too much ptsd from Gas and RalphDon’t get me wrong, I get where people are coming from but you have to judge each play on its own meritsIt’s irrational to judge Eva Zhc or Gsd based on what happened with Gas and RalphYou always should be playing what’s in front of you and we have devs here who’ve shown they’re going to play ball This irrationality has at least created a market inefficiency for those willing to look past it

Clawd move today shows there’s very much appetite for ai plays still Seems the most logical flow from the wealth creation we’ve just had onchain Some great bottom bids right now

Undeniable now that ceilings have been raised onchain now Whitewhale - $200mil$Gas - $60mil$Ralph - $60mil$Penguin -$60milA few months ago majority of coins failed to break $30mil. Very positive signs for onchain, particulary when you consider the broader market uncertainty we’ve had

$Ralph = $Ai16z\n$Gas = $Gnon\n$Sol = $Goat\n$Gsd = $Arc

Scarred by the developments of $gas, too many will now turn their attention away just as the real gem is born
Opportunity arises from adversity
This remains the most interesting meta we’ve had in a long time and I don’t think it’ll die so quickly

Best narrative we’ve had for a long time with some of the best devs we’ve ever had involved in crypto
A narrative which has finally brought in external attention and liquidity
Dips are for buying. Cool off before the next run

Best narrative we’ve had for a long time with some of the best devs we’ve ever had involved in crypto
A narrative. which has finally brought in external attention and liquidity
Dips are for buying. Cool off before the next run

Phase 1 of a new narrative
-Mini mania
-Participants speculate more and ape more freely wanting any slice of the pie
-Greater dispersion
Phase 2
-Consolidation into leaders
-Particpants have had more time to evaluate plays and work out which plays are higher quality
🍅 💨

The best narratives in crypto are those synonymous with events in the real world
One of the original ethos of cryptos was its escape from the traditional system, something that almost became forgotten overtime
With increasing regulation, taxation and surveillance, it seems inevitable that the value of privacy will be elevated once more
The value will become clearer once more privacy products with user friendly Ux are available
Place your bets

Vibe shift

There are five narratives I expect to have strong momentum in 2026
-Privacy
-Robotics
-Sol Perps
-Prediction markets
-Ownership coins
Of the above, I think privacy will be the first narrative to play out in 2026 in Q1.
Robotics I see as the best chance of crypto seeing a similar season to the ai one we saw play out in Q4 2024. In my view a big part of why ai szn took off exponentially in crypto was because at the time it was one of the few ways retail could get liquid ai exposure with minimal friction. I foresee a similar scenario playing out with robotics this year ahead of a few strong

Some tasty Christmas discounts today
Confident that buying good plays today will pay off well in Jan