Well, hello there. Unfortunately, I come to you with bad news. 

Some of you who follow me on Twitter may know that I was drained of $300K across all my wallets last week. Due to this, I will not be able to visit pubs for the foreseeable future until I make it back. 

SIKE!!!

They may have stolen my money, but they will not steal my vibes. The show goes on, the pints keep flowing, and I will keep writing. We will make it back tenfold. 

Anyway, what’s happened this past week? 

The majority of the development seems to be on the AI agent front, but beyond that, we’ve had some good airdrop news, some interesting developments from the trade world, and funnily enough, NFTs may be back. 

Without further ado, let’s dive into everything. 

AI agents on top

I like beer, homeless people like crack, and crypto trench warriors like AI agents. It seems like nobody can get enough of it. 

The king of the AI agent world at the minute is fartcoin, touching a $700M market cap at the time of writing. The thesis is simple. 8.2B people, 8.2B farters, and hot air rises. There is simply no top. 

The funny part has been seeing Tradfi accounts try to get to terms with Fartcoin surpassing all their company valuations within a couple of days. 

Exhibit A:

Exhibit B:

But beyond the fartcoin shenanigans, it has been chaos. 

We’ve seen coins like Griffain reach escape velocity while new coins like JAIL, ARC, and MIZUKI are starting to challenge for market share. Meanwhile, you still have the big boys like AI16Z, ZEREBRO, and GOAT trying to hold their own. 

Other than Hyperliquid, AI agents are the place to be. 

TradFi cope

Beyond the fartcoin cope, some tradfi organizations are now starting to scramble to get themselves some crypto exposure. 

The ETFs seem to be getting an infinite bid, and at the same time, all the companies are looking at our crackhead michael saylor simply buy BTC at any price and get rewarded for it every time. He is currently up over $14B in profit. 

Yeah, they are absolutely seething. 

Recently, Microsoft shareholders held a meeting to discuss adding BTC to their treasury after seeing the immense success that Microstrategy has had. 

Of course, the boomers have rejected the proposal, and as we used to say in 2021, they hfsp (‘have fun staying poor’ for those who don’t know). 

Of course, they are not going to be poor; they are richer than all of our bloodlines combined, but it’s still fun to say it. 

More airdrop stimmy’s? 

After seeing arguably one of the best airdrops to ever take place in HYPE, everyone else seems to be trying to copy the formula. 

Recently, Magic Eden conducted its own airdrop, which was okay at best. However, we have a couple more coming. 

Odos just launched its airdrop checker, so if you would like to see if you’re getting an airdrop, click here and find the relevant links.

A bigger announcement was Jupuary. 

Yup, you heard that right. It felt so nice that they had to do it twice. Jupiter, the number one aggregator on Solana, is gearing up for yet another airdrop in January. So all you trench warriors who have been clicking non-stop on Jupiter may be able to claw some money back with this stimmy. 

Wish you all the best. 

Are NFTs back? 

Amidst all this chaos, everyone seems to have forgotten about NFTs. 

Many of you may be familiar with Pudgy Penguins. The cute little penguin NFTs have actually done really well to penetrate into the mainstream. 

Well Pudgy Penguins have built out an excellent IP and product suite with games, IRL toys, the NFT collection, and most recently the PENGU token on Solana. 

With so much work being put in, it is no surprise that the NFT recently crossed a floor price of 27 ETH ($106K). That’s more than 1 BTC, lol. 

They have flipped BAYC to become the second biggest NFT collection and are very close to flipping the OG Cryptopunks to become the number one NFT in the market. Given how popular this is in the mainstream, NFTs may have a chance of coming back on the back of a Pudgy Penguin pump. 

What am I looking at? 

So that’s pretty much it from the news front. Now, let's get to what I am looking at. 

Well, since I got drained, I have to reconsider how I allocate compared to you guys. 

For the time being, this is how I’m playing things. I have a pretty large HYPE position; it is close to half my portfolio now. 

With the remainder, the core focus is going to AI coins on Solana and Base. Some may be quick flips, and some may be holds; I am still deciding on how to allocate. 

Outside of that, I have some FTM which I am going to hold with Sonic mainnet just around the corner. Hopefully, some early shitcoining on Sonic can make me shekels. 

Then, I have a really tiny amount set aside for random memecoins because I think they will still play a major role in the cycle. 

With that being said, that’s all from me. 

I will get back to the trenches, and I wish all of yall the best of luck and unlimited success. Hope yall have a great day. 

Remember, be safe, keep your assets secure, and always be grateful for everything that you have. 

Until next time, Emiri signing out from the pub.