The AI alts dynamic this time is a lot more brutal than before - $VIRTUAL acts as a good ETH beta BUT the eco got too many agents that still don't have a product & the ones that do are mostly sub-par + ACP doesn't work well enough yet to attract recurring users, most agents struggle. - Virgen points are worth so much lesser now since most launches have typical/common (not unique) products and are small teams w/ only a roadmap. - $TAO recovered its PA quite well during the last week. Most alpha tokens still struggle to shake Root & stakeholders sell pressure. - $BID PA slowed down because of delay in the first v2 agent launch — hype has been gradually decaying BUT the team has just announced the first agent launch as @rizzy_agent real-time research agent powered by SN22 - High likelihood Rizzy pump due to how BID penalty system works (heavily reduced BID levels if jeet which translates to lower allo for the next launches). I initially thought Trade Compass / Macau would be the first but they're pushing it for later to get the commercial viability/marketing side beefed up first. - Bittensor agents remain the best asymmetric upside bet due to clear & simple tokenomics + positioning as application layer for Bittensor subnets, good gap for CreatorBid to fill in and fill in fast. - Massive recovery for $BILLY ahead of its key catalysts (congrats to After Hour reader if you got in lol) - $REI pa has been outperforming the rest of the market as team constantly push new updates to Core, Units, and Agent2Agent communication. - $CODEC +140% the last 2 weeks off the back of robotics narrative + support by KOLs - $FLOCK on track for price recovery as the team recently won the award for cracking AI in healthcare through federated learning The bottom line here is that the only projects are experiencing the pump this time around are (i) project with product to show for it (ii) project that nail the distribution (iii) project that pump their own token As we go through the wave of pump & dump, the number of projects experiencing the pump get significantly lower Less spray-and-pray, More precision