Aliaian's Research

Started to dca $PENGUIN here at 80m

Still holding. Eating the L for now. Rotators doing what they always do. Majors bleeding as well, lets see what the coming week brings. In the meantime, follow my Twitter if you haven’t already: x.com/aliaian

Aped $SHRIMP, better narrative then $CLAWD. I hate shilling ATHs, but this reminds me of what fartcoin was to truth terminal, so for me it was worth a bet here. > Clawd bot is talking about $shrimp without anyone prompting about it > Clawd guy (Peter Steinberger) wrote SHRIMP COIN a few weeks back. Peter is known to fud crypto, but after $clawd fud it went ath https://dexscreener.com/solana/7fthdb9jrfsnsahzezwpm5jsjsevxby3kwxs5cdsw9we

Aped the $DALE dip here around 2.3m > One of colossial’s biggest projects (same company that brought back the dire wolfs) > Recently featured in a mr beast vid Long shot, but im betting on Elon mentioning Dale. He’s clearly obsessed with woolly animals. https://dexscreener.com/solana/2fduxpqlabb1zvkuekh4bgxxtva95mhdmenxbkunbyp6

Quick life update: My wife is pregnant, and I have been heavily focused on real life lately. Between renovating, traveling, and preparing for whats coming, most of my time and energy has been off the timeline and away from the trenches. I have still been keeping an eye on the market, and rn its clear that things are starting to heat up again onchain, which means I gotta lock in. Time to have some fun and print together with ya’ll again.

Quick update and a little apology for being a bit quiet lately. The past few weeks have been packed with traveling, new places, and some very important irl stuff, so posting took a small back seat while I was out living life a bit. Nothing bad at all, just fully in the moment and enjoying it. Hope you guys have been printing in the meantime. Lets make december a good month shall we.

Recently added $QBS Quantum Core on Sol, onchain randomness powered by ANU’s real quantum RNG (actual physics, not pseudo random nonsense) Use cases: > Provably fair gaming/gambling: lotteries, raffles, dice, cards. End of rigged RNGs > True NFT mint randomness It solves a real problem a lot of apps already have (fake or manipulable randomness), and if gambling sites, NFT projects, or platforms starts to use it, then this could be a nice infra play. Simple product, but much needed. Chart: https://dexscreener.com/solana/9yjDZufKkYftDgYNMWoWogZVKtUx1H9ur3LLwWTNCFiJ

Have to talk about $HABITAT again, because it’s easily one of the most undervalued RWA + AI builds i’ve seen on Solana. Their colosseum hackaton submission is amazing: Pitch https://www.youtube.com/watch?v=HtN5hjJLdzE Tech demo https://www.youtube.com/watch?v=WopIueyzqCU Solar parks are a broken business, and Habitat fixed them. A 1MW modular data center with highend GPUs prints $3-10M/yr depending on load. Same megawatt selling electricity? Around $70k profit. Habitat turns low margin parks into high yield compute, much much more value by plugging GPUs straight into cheap renewables. More renewable sites = more MDCs. Within a few hundred miles of their partner park Trakia, there are gigawatts of available capacity, and >3 GW worth of operators pinging them daily. 1 GW = one nuclear reactor. EU curtails 10+ TWh/yr, global >100 TWh. Basically infinite growth ceiling. And it’s not just curtailment. Even parks with fixed PPAs struggle with ROI. Habitat flips the economics completely. Imo Habitat might become one of the bigger distributed datacenter network on the planet. Nobody in the energy sector has ever heard of this use case, not park owners, not EPCs, not inverter manufacturers. Habitat is the first touchpoint for all of them. Curtailment only became a real issue like 18 months ago, and AI demans only recently went vertical. Perfect timing. Habitat founders started with mining infra for a park owner, then realized AI’s bottleneck is energy, and the energy sector is sitting on the exact thing AI needs. No other team has this stack yet: renewables + compute + tokenization.

Privacy is one of the sectors I pay the most attention to this season. Next up on my list is $FOG. Fogswap is a crosschain DEX agg with 115+ chains integrated that adds privacy by splitting your swap across multiple places. Each hop uses random tokens and one-time addresses, so no single party sees the full route. > Routes through 2+ places > Each hop shows only partial info > Random tokens break traceability > One-time addresses stop tracking Tech is live already, and they’re releasing a 100% non KYC card with some privacy features. Privacy shouldn’t end at the swap. It’s time to make everything private. https://dexscreener.com/solana/6fams9wxeuzur63ztgwduccdjfvzyclttrhphbex7oo6

Still think $CORAL is massively undervalued They recently partnered with Solana for the x402 Hackaton: https://x.com/coral_protocol/status/1985742008187842825 The furure is here, infrastructure layer for agent networks. Reminds me a bit of $VIRTUALS. Virtuals = where agents live Coral = how agents work together

WLFI recently started backing USD1 projects on SOL. First move was buying $1: https://x.com/worldlibertyfi/status/1986094498766586245 I’ve taken a position in $VALOR, which imo the next strong candidate for WLFI support / buys. Even the WLFI Chief of Staff soft shilled it: https://x.com/valko/status/1985414912458232099 https://dexscreener.com/solana/5mkcc42j6cxrf4i1wzggrnujbledmtvsqtnkngwalw4p USD1 season is about to kick off.

Pretty slow market rn. Everything bleeding slow, low volume, same charts on repeat. Perfect time to build positions onchain if you’re paying attention to the free entries. I’ve said it many times: Privacy, energy and robotics. Red days don’t last forever.

Eyeing $HAVEN The sandbox for machines. It’s a decentralized robotics platform where you can simulate, program and own onchain robots through digital twins, basically virtual versions of physical robots that can execute tasks, be upgraded, or even launched as standalone projects. Think $VIRTUALS for robotics, on bnb. Builders can get real world robots in simulated playgrounds before touching hardware. Connect with your bot via USB, train it, then deploy. They also created a robotics launchpad. New tokens + migration fees cycle back to $HAVEN holders, good flywheel. Rn vol is very low, so I will dca on dips. The robotics sector is easily one of the ones i’m most bullish on, right up there with privacy protocols. https://dexscreener.com/bsc/0x3c8003a55292fbf80ac5e6adbfbef313bfb0c634

Look at the timestamp of my post. Perfect execution. Higher.

Taken some time off after moving to a new place and some other stuff. Fully back now, finally. Rn building a position in $GHOST It’s another privacy focused project on solana. Been watching it for a few days, and anything privacy related right now, I want exposure to. The goal is finding the one on sol that does real numbers. Ghostware lets you transact, message, and operate fully anon, no metadata leaks, no traces. It uses adaptive encrypted routing, ZK mixing, and identity revocation. Privacy has always been the real narrative. It’s why $ZEC has been moving lately, and even solana founders + Vitalik have said privacy is the next big sector. They’re also endorsed by the Freedom of the press foundation: https://x.com/ghostwareos/status/1982105081664229732 The privacy sector is one to research. The big sol players will push it even harder soon, just wait and see. https://dexscreener.com/solana/d4rstbheborjgvm1fxzywjnnolbopqusbm4fdzhwrpam

While i’m on the topic of robotics, I have to mention $Codec, one of my highest conviction plays this cycle. Still flying under the radar. Currently on a great dip, mostly because volume rotated out of solid sol plays and into Chinese BNB memes. That rotation always reverts. Sol season comes back, and when it does, i’m positioned exactly where I want to be. If you don’t know what Codec is building, use the search function in my channel. Worth reading: https://x.com/codecopenflow/status/1979622421414969554

$BOT has been ripping even while the market was red. MasterBOT’s core idea is good: software that trains robotics AI without hardware. The v1 alone could be really great, but the longterm vision lines up perfectly with where NVIDIA, Tesla, and OpenAI are heading. Doxxed dev and interesting tech. Team already working on partnerships, university collabs, and Y Combinator + Solana Foundation grant apps. Team is also taking MasterBOT to NVIDIA GTC next week. Marketwise, $BOT stayed strong through the dips, hit $35M very recently. So far so great, lets see.

Looking good.

Adding $BOT to my robotics portfolio. You all know i’m huge on robotic, and with NVIDIA now going all in, this is clearly the next wave after AI. They’re pushing robotics across all their socials, talking about it at every event, and lining up massive investments into the sector. When a company with hundreds of billions in dry powder starts deploying into a new industry, that’s a clear signal. $BOT is building a software layer that trains robotic AI without hardware. Their algorithm learns much faster than physical robots, and they’ve already shared some early training footage. Their MVP is on the way. The team will also be attending NVIDIA GTC in D.C. on Oct 28 https://dexscreener.com/solana/8n5vs5asyqxrkvl73k9m6hvtkzwmeubsdkzql2mbddy4