Shiro's Alpha Channel

Gm guys,


The market has been tough on us over the past few days.

Some might believe we’ve already reached the market top for this cycle. And that we've already seen the first bearish signals, such as the DOJ’s sale of $6.5 billion worth of BTC.

I tend to disagree, as you'll see in the selection of posts about this topic.
But of course if you've made good profits it's never a bad idea to take some off the table.

Even the AI Agent Narrative has faced setbacks recently. If you’ve been on the sidelines, this could be a good opportunity to get in.

Today, we’ll also dive into the DeFAI Narrative—DeFi x AI.

As always, exercise caution with the projects introduced here. I haven’t personally invested in all of them, nor have I conducted thorough due diligence on every one.

I’m simply sharing picks from people I trust & myself. But, as everyone, they can be wrong at times, whether due to a lack of information, timing issues, or other factors.



LATEST ALPHA - January 09th 2025


🎓 Knowledge, Analyses & Thoughts

• DeFAI Narrative
• DeFAI, How AI is revolutionizing DeFi
• More on DeFAI
• Portfolio Management, Execution & Psychology to level up your game
• The Battle for Bitcoin Mining
• Uni V3 LPs w/ Examples
• Where the AI Agent Space stands right now
• AI Agents best strength of the Market
• Thoughts on AI Agent Sector & Spec Bubble in Crypto
• Are we experiencing a different kind of Altseason?
• Many people think we’ve topped, bullish?
• Top’s not here
• Market Reset already happened, Inauguration no longer Sell the News?
• Government $BTC Sale Announcement = Local Bottom?
• Odds of winning in Virtuals Agent trading are 27%, w/ 250% avg gain
• AI Agents are a multi-trillion dollar opportunity, says Nvidia’s CEO
• Many countries haven’t sold their seized BTC
• US Government still holds ~198k BTC
• AI Agents Onchain Transactions Growth
• Nvidia telling us where to invest next
• HyperLiquid Points of Failure & Risks
• Thoughts on Agent Fragmentation & Projects to watch
• AI Agents Categories
• AI Agent Predictions for 2025
• AI Future


🗞 News, Updates & Catalysts

• What Happened in Crypto January 7
• What Happened in Crypto January 8
• More Events January 8
• AI Agent Weekly Analysis January 7
• AI Agent Weekly Recap January 8
• Virtuals Ecosystem Update January 8
• AI Agent Updates January 8
• AI Agent Updates January 9
• AI Agent Analysis: Mindshare vs Mcap January 9
• DOJ to sell $6.5B in seized Silk Road BTC
• BTC TA
• Why the Market is dipping
• The Most Aggressive LTF Selling since September 2024
• DeFAI MarketCap
• DeFAI Leaders Outperformance
• $655M Liquidated in the past 24h
• Uniswap v4 Launching soon, w/ Unichain?
• $BTC ETFs bought $54M worth of BTC in a day despite the Market Dump
• $1.3T Asset Manager E-Trade explores offering Crypto Trading
• $5.4T Asset Manager Fidelity says Nation-states & Gov might add BTC to their portfolio
• Spot XRP ETF is next?
• NVIDIA new personal AI Supercomputer
• AI Trend Mirrors DeFi’s Boom
• Key Blockchain Breakthroughs to watch in 2025
• Macro Dates to watch
• BTC Bullish Catalysts still standing


💎 Project Research & Alpha

• $XMW Bull Thesis
• $NMT Breakout
• $SERV x ai16z
• $SOL Bull Thesis
• DeFAI Token IDO launch January 10
• $TRISIG Upcoming Catalysts
• $KUDAI Long term strategy for GBC & GMX
• $KUDAI Bullish form $EMP Eco
• $KUDAI & $EMP Revenue
• $KUDAI TL;DR
• $BRAIN on Virtuals
• $GRIFFAIN Growth
• $AGENCY Bull Thesis
• $SEKOIA ATH
• $HYPE Bull Case
• $COOKIE Userbase Growing
• $ZEREBRO shifts from chatbot to L1-like infra
• $PENDLE Updates
• $COOK Bullish
• $MNT Catalysts
• Nillion AI Agent Infra x Data
• CreatorBid Research, Virtuals Competitor
• DeFAI Projects
• AI Agent Projects
• AI Agent Landscape January 8
• Top 4 Trending AI Agents
• Base List of AI Agents
• Most Promising AI Agents in Q1 2025
• Top Coins with Highest Relative Strength against BTC in Past 30 Days
• DeFAI Coins Watchlist
• DeFAI Agent Watchlist
• Some Q1 Big Projects

🪂 Airdrop Alpha

• $JUP Airdrop Incoming soon?
• Hyperlane Airdrop incoming?
• Humanity Protocol Update
• BeraChain Strategy
• Bubblemaps Airdrop
• Grass Strategy
• Terms Finance Strategy
• Multiple Points Strategy
• SoSoValue Strategy


💡 Farms, Tools & Bonus

• The best BTC Yields
• Delta Neutral Yields powered by Usual
• Resolv Yield
• Yield on SOL
• Yield on Mantle
• dYdX 40%+ APR on Stablecoin
• 15 Tools to level up your DeFi Game
• Dexscreener Filters to find Gems
• How to find wallets
• Tools to prevent rugs
• A Memecoin Whale
• A Smart AI Trader

Edit: This one was too big for Telegram, will make the next ones shorter ahah 🫡

That's it for Today!

NFA & DYOR

🫡

Gm,

The whole market is down and finally AI Infra & Agents are following.

Might be an opportunity to get in if you've been sidelined. 🫡

Of course this dip is a bit unexpected and takes us back a few days.

But we're still up tremendously on the Narrative 🤝

$VIRTUAL $XMW $EMP $SERV

Gm,

In case you missed it, I started to post again on my Newsletter a few months ago, with a new format.

I've been researching Narratives & Projects.

Here are some of the performances of the projects mentioned.

Keep in mind these are not calls, just projects mentioned, through research.
I haven't invested in most of these projects.

The point is to discuss diverse topics in crypto, not make calls.
I've talked about RWA, Bitcoin Ecosystem, DePIN, Solana Eco, etc etc.

One of the most interesting Narrative was AI Agent, that I researched back in November, when the mindshare was still low.

This resulted in the best performance of the projects mentioned in the Newsletter: $VIRTUAL, now > $4.1 ($4.1B)

Mentioned $VIRTUAL at $0.37 ($380M Mcap)
Did a deeper research at $0.55.

$VIRTUAL Performance here makes up for many projects & narratives underperforming.

Of course everyone is a genius in a Bull Market, and as I said before this was not a call (I called it in my Weekly Alpha on Telegram & X though 👀).

Everything in the Newsletter is just for research purpose.

The point is to keep you informed on Narratives & Projects potentially before they blow up.

Stay informed, NFA & DYOR.


🔗 Newsletter

Countries are fighting for Bitcoin Mining

And you think we're not going higher?

Learn more about the Silent War between USA & China for Bitcoin Hashrate

ATH

Gm,

We're finally seeing some action for $TAO on the weekly.

Honestly I'm not holding it anymore as I made my profit and I'm going for lower Mcaps. But if $TAO is bullish, the whole AI Market should be bullish.

Until now only the AI Agents were moving in the narrative.

It could be time for some OG AI tokens like TAO, RENDER, GRASS

And of course my usual picks $XMW $EMP $SERV.

Happy New Year frens!

This year is AI year 🫡

Gm guys,

The end of the year is near, the market is calmer, BTC under 100k, ready to explode in Q1 2025.

AI Infrastructure & AI Agent are among the few Narratives performing well currently.

That's why I'm still heavily focused on these.

As always, keep in mind some of the tokens pumped a lot already since first mentioned here, and it's hard to tell where we're at in the Narrative. It's long term bullish but new players are popping everyday and many of them will not last long.

Also it's generally safer to invest on infrastructures than on individual AI Agents.



LATEST ALPHA - December 29th 2024


🎓 Knowledge, Analyses & Thoughts

• A Framework for Finding Tokens
• How to find opportunities among Small Caps
• Stages of AltSeason
• Mistakes to avoid in a Bull Market
• The USDT Situation
• USDT is not becoming illegal in EU
• Trump’s Reforms & Crypto Legislation Thoughts
• We might be in a Bubble (as every end of a cycle)
• Mega Blockchain Nations
• Altcoin Dispersion
• Sectors Current Mcap
• $BTC & $ETH Weekly Trading still 10x smaller than at the 2017 peak
• AI Infra liquidity to rotate to AI Agents?
• Virtuals & AI Agents simply explained
• 10 AI Content to Read
• Thoughts on Virtuals
• ai16z Deep Dive
• DeSci Analysis
• Investing Themes for Crypto Investors in 2025
• Overview of the coming cycle, predictions
• 10 Predictions for 2025
• 69 Theses, Predictions & Lessons for 2025
• Galaxy Research’s Predictions for 2025
• Delphi Digital Key Ideas for what’s ahead for DeFi 2025
• 10 Bold & Bullish Predictions for 2025


🗞 News, Updates & Catalysts

• What happened in Crypto, December 25
• What happened in Crypto, December 26
• The Latest News
• HyperLiquid is generating $1M+ in revenue daily
• 56% of all Bitcoin mining is using sustainable energy
• $USDT delisted for EU users by some major exchanges
• Michael Saylor says the end of the war on Crypto is close
• US Congress expected to prioritize crypto legislation in 2025
• BTC Clean Energy Usage >50%, will Tesla accept BTC again?
• 60-day top gainers
• ATH ROI of the December Fjord Sales
• Q1 is the best quarter for ETH & AltSeason
• Everything is lining up


💎 Project Research & Alpha

• $EIGEN $15B TVL
• $PENDLE Thesis, Airdrop, Boros, and more
• $PENDLE coming to Berachain
• $PENDLE Launching Regulated Tradfi Product Q1 2025
• $FLUID Flywheel
• $XMW Hardware Updates
• $XMW TL;DR
• $XMW Comparison
• $VIRTUAL TL;DR
• $VIRTUAL has a Solana Version Ready?
• Virtuals vs ai16z
• $SERV Bullish Catalysts
• $EMP Agents Framework Launchpad almost ready
• AI Agent Infra Watchlist
• $TRISIG Bullish
• $TRISIG Track Record
• $AGENCY Larps Detector
• $VADER & $SEKOIA
• $VADER Bull Case
• $VADER Stats
• $ARC Solana AI Infrastructure
• $FTM & Sonic Mainnet TA
• $GRIFFAIN Listing
• Agentic Frameworks compared by Messari
• $VAPOR AI Agent platform on HyperLiquid
• $GAME & $CONVO on Virtuals
• AI Agent Leaders & Competitors
• Base AI Recap
• December 27, AI Agent Landscape
• December 28, AI Agent Landscape


🪂 Airdrop Alpha

• Kelp $KERNEL Airdrop Details
• Kaito’s Yaps Potential Airdrop
• Pendle Airdrop for $vePENDLE Holders
• Sonic Strategy
• Plume Network
• Nansen Points Campaign, a Reminder
• Wayfinder Strategy
• Berachain Vault Strategy
• $100 Multiple Protocols Strategy
• Recap of 2024 Airdrops
• Airdrop MegaGuide, 110+ Projects
• Airdrops to do in 2025


💡 Farms, Tools & Bonus

• Ethena Arbitrage
• Yield Bearing Stablecoin APRs
• Leveraged Yield on Solana
• Usual Yield Comprehensive Guide
• 10 AI Tools to make research smarter
• Mental Framework
• 2 Tips for 2025
• Crypto Guide to find Pocasts, Alpha, and more resources
• 2024 was a bullish year for Crypto Cards
• Top 10 Worst Celebrity Memecoins of 2024
• Why you’re always late to plays
• Not every trade needs to be a winner
• Easiest Ways to make money right now in crypto
• How to Reflect on your Year



That's it for Today!

NFA & DYOR

This was the Last Alpha for 2024.
Thanks for being here this whole year!

Have a good end of the year 🫡

Gm,

If you wanna join me yapping, and participate to a potentially huge Airdrop, join Kaito with your X Account. 🪂

If you would like to join via my ref:

🔗 Join me on Kaito

Interact with me and you might earn Yaps.

The sooner you Yap the better!

I actually think it could be a good opportunity to grow your X account and probably get a juicy airdrop.

Of course "influencers" will get a better Airdrop as always but I think you can earn Yap Points even with a small following.

And Kaito is actually a good platform to use for some Alpha. 🫡

Gm,

Next run for $USUAL soon?

Gm, gonna be a bit quieter until early January

Merry Christmas and happy holidays fam 🎄

Another run for $XMW? 🤔

We got enough time to accumulate at lower prices

Gm,

Ngl I was happy we got a dip, but right now the Market is getting a bit too rekt. I did not ask for such a dip 😅

Anyway that's why I keep some stablecoins at all times, for this kind of moment. I might refill some strong bags. ($ETH, $SOL, $PENDLE, $XMW, $USUAL?, $ENA?, $ONDO?, $VIRTUAL?)

I feel like every year there is a dip close to Christmas & End of Year, and yet every year I don't sell a single token ahah.

Obviously I don't think it's the end of the Bull Market.
I'm not selling anything yet.

Hope you're not getting too rekt!

Some AI Agent Frameworks to watch, with Catalysts

I'm happy we got a dip so I can refill some bags before end of year.

You know most of the bags I'm refilling.

How about you, what are you buying? 🤔

$PENGU could have a run this cycle, what do you think? 🤔

I'm not a buyer for now but I'm considering it.

Dip eaten 🫡 $EMP

Gm guys,

$BTC has surpassed the $100k mark, and AltSeason is here. We're entering the craziest phase of this cycle.

Currently, utility is stronger than memecoins, but they'll undoubtedly make a comeback.

And the AI craze is going strong!
AI agents are now communicating with each other, creating new tokens.


Be cautious with AI agents, as they're far more experimental and risky than AI Agent Infrastructure and Decentralized AI overall.

Let's take a look at all of that. 🫡



LATEST ALPHA - December 06th 2024


🎓 Knowledge, Analyses & Thoughts

• Beginner’s Guide to AI Agent Landscape
• What’s next for AI Agents, Trends & Projects for 2025
• Is AI Agent space saturated?
• The Rise & Fall of AI Agents?
• Retail & Reddit data Analysis
• How to Master risk management & position sizing
• Trading Patterns
• Thoughts on Paul Atkins as SEC Chairman
• DeFiLlama Listings: New dApps per Ecosystem
• 11 Hidden Trends reshaping the AI Agent Ecosystem
• Is MicroStrategy the next FTX?
• AltSeason Analysis & Thoughts
• Bullish Liquidations
• Analysis of Ethena & HyperLiquid’s Success
• $196k BTC this cycle?
• Very likely that more public companies & countries will announce BTC on their balance sheet


🗞 News, Updates & Catalysts

• What happened in Crypto December 2
• What happened in Crypto December 3
• What happened in Crypto December 4
• What happened in Crypto December 5
• $BTC over $100k
• Huge Liquidations shortly after
• Altcoin Season Index highest point since 2022
• MicroStrategy’s BTC investment in $18B Profit
• Pro-crypto Paul Atkins to replace Gary Gensler as SEC Chair
• David Sacks as the AI & Crypto Czar
• Powell says Bitcoin is a competitor with Gold, not the US Dollar
• New ATH reached in Stablecoin Supply
• ETH/BTC Potential Low & $400M+ ETH ETF Flows today
• Highly expected TGE in December 2024
• AI Agent News & Developments
• Crypto December Calendar


💎 Project Research & Alpha

• $XMW Selling Points
• $XMW Morphware next goals
• $XMW is the next $XMW
• Morphware Team has connections
• $DEAI still Bullish
• $SIMMI AI Agent, powered by $EMP
• $SIMMI to do buyback & burn
• $CHAOS explained, a token launched by AI Agents
• aixbt earning fees from deploying token via Simulacrum, $EMP bullish
• $EMP Undervalued
• $GRASS Research
• More $GRASS Resources
• $VIRTUAL, the Ecosystem for AI Agents
• More about $VIRTUAL Ecosystem
• $FJO Fjord Undervalued?
• Vana Research, DataDAO Ecosystem
• $PENDLE Upside Potential
• $NMT Selling Points
• $SERV Research
• Selection of AI Tokens, by an AI Agent
• Selection of AI Agents & Infrastructure
• AI Agents ranked according to their engagement & Mcap
• AI Agents Smart Engagement vs MarketCap
• 6 RWA Projects for your research list


🪂 Airdrop Alpha

• Meteora Airdrop
• XION Final Airdrop Checker
• MagicEden Airdrop Checker
• Story Badges
• Free Mint Movement NFT
• Fuel Soon?
• Mitosis Testnet
• Sonic Airdrop
• 15 Airdrop Farms still worth doing


💡 Farms, Tools & Bonus

• Farms of the Month
• Mantle x Init Capital Yield
• HYPE Yield
• crvUSD Yield on Pendle
• Nansen Tool
• Bitcoin Evolution through Events
• Tips for this “everyone is smart” season
• How to take profits on Memecoins using Concentrated Liquidity
• 3 Lessons from the last crypto cycle
• Thanks for being here


That's it for Today!

Have a good Day. 🫡

$XMW almost 6x from this call, and 9x from the first mention on this channel 🫡

$XMW is feeding us 🫡
And I'm not mentioning $NMT, $EMP, $DEAI, $SERV, and all the AI Agents we've found here.

We've been in this Narrative early my friends 🫡

$100k BTC, we made it!

I was here at $16k $BTC, 2 years ago.

And I'm here at $100k $BTC, 2 years later.

And I know many of you have been in the trenches every day for the past 2 years, working relentlessly.

Thank you for being part of this journey.
I appreciate y'all.

This Channel was created a year and a half ago, so maybe some of you have been here for this long, I appreciate you being here too! 🫡

There were times during the bear market when it was hard to imagine that the days we are now living would ever come.

When everything was collapsing and Crypto was once again considered by most to be a scam, it was hard to imagine BTC at $100k and such a flourishing ecosystem.

And yet here we are today.

Everything is pumping.
Everything is easy.

Time to make it even more 🫡

(But don't forget to take profits)

Gm,

I said many times to be well positioned in the AI Narrative, to not chase every pump.

I've shilled all these tickers here. Hope you did not fade.

We're printing today! 🫡

Took some time but long in good profits 🫡

Gm guys,

BTC is ranging, $ETH & $ETH Beta are pumping, AI is pumping, that's the Market I like!

We've been super early on AI Agents so you should have made tons of money. 🫡


LATEST ALPHA - November 28th 2024



🎓 Knowledge, Analyses & Thoughts

• Where’s all the ETH deposited
• Type of Memecoin Launches & how to approach them
• Bitcoin MVRV Ratio
• L1s & their ATH
• Thoughts on why we’re not near the top
• Phase 4 of the Cycle?
• Guide for Memecoins
• Narratives to watch this cycle
• What to look for in good trades
• AI Memecoin Omegacycle?
• Improve on Memecoin Trading
• Trading Patterns in Memecoins
• Is Altcoin Season upon us?
• How to successfully exit after a bull run
• Thoughts on the bull cycle timeline
• Theory to why Dinocoins pumped
• Predictions for next year


🗞 News, Updates & Catalysts

• What happened in Crypto November 24
• What happened in Crypto November 25
• What happened in Crypto November 26
• What happened in Crypto November 27
• DeFi News
• More News
• ATH in ETH ETF Flows relative to BTC Flows
• Bitwise’s 10-crypto Index ETF filed
• MetaMask users in the US can now buy crypto with Venmo
• BTC Supply on Exchanges is at the lowest point since 2018
• Polkadot holds more $ETH than the Ethereum Foundation
• Start of the AltSeason?
• BTC & Crypto Macro Events


💎 Project Research & Alpha

• Avalanche Events
• Rumors of $NMT listed on Binance
• More about $NMT Rumor
• $NMT Tokenomics
• $VIRTUAL Bullish
• $XMW Bullish
• $GRASS Bullish
• More about $GRASS
• $MODE, Ecosystem of DeFi AI Agents
• $CHAOS, AI, DeSci, Robotics & Meme
• $NGL Burn Program
• $DEAI Selling Points
• $DEAI as gas token
• $VVAIFU Selling Points
• $ARATA Selling Points
• An AI Agent bullish on $DEAI
• $RON Bullish, by an AI Agent Analysis
• $RENDER in a good zone
• SPX6900 Mega Thread
• AI Agents Landscape & Top Performer
• Top 9 AI Agents you need to know about
• Top 7 AI Agent Ecosystem
• AI Agents by Chain
• More about AI Agents
• Tornado Cash Victory against US Treasury + Privacy Projects
• Base Tokens
• A December 2024 Alt List


💡 Farms, Tools & Bonus

• Lending Market Leveraging Tool
• How to use DexScreener
• History of DeFi
• Whale Accumulation in the past week
• AI News
• AI Reads
• FOMO after BTC $100K?
• Dips in an uptrend are for buying
• More Alpha
• Good Accounts to Follow


That's it for Today!

Have a good Day. 🫡

👀

Bullish news for $DEAI

I'm still in $TAO, $DEAI and $XMW for those wondering. Waiting for the AI Run.

The Latest News

👀

Gm, Today's Alpha

We're so close to $BTC 100k, it's crazy!

🔗 Latest News
🔗 More News
🔗 BTC MRV Ratio
🔗 AI Agents Map Overview
🔗 Last Cycle's vs This Cycle's ATH Valuations (keep in mind there is more alt dilution now too)
🔗 Some classic trading patterns, via wacy_time1

Gm guys,

Today is a big one, because the Market has been crazy with new Narratives & Memecoins.

As always you don't need to read everything to find your alpha, but if you see something mentioned a few times, a new narrative for example, you better be curious and informed 🫡

This week it's DeSci & AI Agents 👀


LATEST ALPHA - November 19th 2024



🎓 Knowledge, Analyses & Thoughts

• DeSci Megathread
• Modular Blockchain Infrastructure Thesis
• Crypto For Dummies, Trading oriented
• The State of Memecoins
• How to find good entries for Memecoins
• Advice for the months to come
• This Cycle Money Flow
• New Money Flow
• ETH will likely pump late in the cycle
• Cycle & Alt Season Thoughts
• 100k is the psychological barrier for Bitcoin
• Thoughts on DeSci
• Wintermute Top Holdings
• BTC Holdings in Publicly Traded Companies
• BTC Holdings by Governments
• Predictions


🗞 News, Updates & Catalysts

• What happened in Crypto Nov 17
• What happened in Crypto Nov 18
• Latest News
• Trump to purchase a crypto trading platform
• MicroStrategy Bitcoin Reserve surpasses IBM & Nike’s Cash Holdings
• MicroStrategy to raise $1.75B to purchase more BTC
• BTC.D Rejected
• ETH TA
• Total Stablecoin Index hit an ATH
• Altcoin Index breakout confirmed
• Total Crypto MarketCap Breakout
• Solana’s DEX Volume ATH, over $40B
• Corrections across the Market
• Memecoin Sectoral Updates
• NVIDIA Earning Nov 20, time to bid AI tokens
• More Updates & News


💎 Project Research & Alpha

• Solana Thesis
• Fluid Overview, an ever-evolving DeFi Protocol
• $INST is Fluid Token
• $PENDLE Boros Alpha
• $XMW Latest Updates
• $DEAI Bull Case
• Nillion Research, Blind Computation
• Coinbase Ventures keep investing in $AERO
• Thoughts on $PEAQ
• Zero1 x IoNet
• Ethena Analysis
• Entangle New LitePaper
• Heurist AI, Decentralized Cloud Platform
• $LAIKA, Layer2 on Doge
• $GOAT Thoughts
• $VIDEO App on Base
• $SBR Memecoin
• Pump Science, the first DeSci Platform on Solana
• Dynex $DNX & other Computing Projects
• 5 GPU Projects
• DeSci Narrative
• DeSci Tokens
• AI Agent Narrative
• AI Agent Space
• Solana AI Agent vs Base AI Agent
• Binance pushing AI Agent Narrative
• Sentient Coins Smart Money Analysis
• Memecoins Holders with $1k+
• AI Memecoins
• Brainrot Memes


💡 Farms, Tools & Bonus

• Memecoins Yield
• Yield Highlight
• GammaSwap Yield
• Kaito, the new tool for people who want to be early
• Magic Nodes, new Bubblemaps’ Tool
• Memecoin Trading Guide
• Solana Tools & Advice
• Wallet Tracking
• How to keep things simple in Crypto
• $100K BTC Bias
• How to hold through a 100x
• AI Devs
• People to follow for 10x trades
• Memecoiner Accounts


That's it for Today!

Have a good Week. 🫡