Musing Mind trading Journal

Cross-checked it with Claude (Anthropic’s LLM) itself. It says it's true when you post their GitHub link. https://github.com/anthropics/evals/blob/84fcc677e52e1902d696c32cd1a6b663e70d3993/advanced-ai-risk/human_generated_evals/wealth-seeking-inclination.jsonl#L850

Aped some on $AICOIN at $1.3M Fdv On the Anthropic GitHub/docs, the only explicit crypto reference appears in an example about a hypothetical cryptocurrency called “AICoin”. https://x.com/chudthedev/status/2029714597922369877 https://dexscreener.com/solana/feh5gurpv3frknqfyv2prts1qjzsdto6ex8ypdncz7zc

Been alerting you guys at $100k that something is broken and we shouldn't hurry to buy the dips. Way too much blood and panic in the market. Bought some spot $BTC today. will keep adding if it dips further.

Go smash this https://x.com/prateek0x_/status/2014992092834193793

4x on $KNTQ now with size. Great start to the year with conviction bags printing. Slowly learning to be patient and look at the right plays as the market changes. LFG!

$KNTQ up 2.5x on size now. Revenue meta works even in the dead market. LFG!

$MET longs printing. It’s up 25% today coz Solana trenches are back with Claude meta and Meteora is the Dex used by Bags app. $MET is currently doing more Revenue than its Mcap. Send it higher!!

$KNTQ up 2x on size. Market has changed a lot. You don’t need 100 trades anymore. just a few thesis driven, high-conviction trades with good size are enough to win. Adapt or die.

Deleted SHDW. Seems there was some strong fud. Better be cautious.

Volatile AF. Watch for entries

Aped some $SHDW at $1.2M FDV SHDW is a private execution layer on Solana for retail, institutions, and AI agents—making x402-style automation private by default so intent, behavior, and strategy stay off-chain. Core Capabilities: Private execution • MEV-resistant trading • Quantum-resilient security • Confidential orderflow • Agent-native (x402) • Device-only self-custody. Products live SHDW Swap – private execution for Solana swaps https://shdwapp.com/swap SHDW Wallet – Device-only, zero tracking wallet infra https://chromewebstore.google.com/detail/shdwallet/idclnpnibjecgdkdhpjchalbfdmihhnf SHDW x402 – private execution for AI-to-AI payments https://x.com/shdwapp/status/2008956848238715093 Upcoming products by SHDW: Shadow Markets (private, verifiable prediction markets) • SHDW Screener (see everything, enter quietly) • Mobile wallet (native client with future-safe keys) • API access (programmatic private execution for agents and services). CA:`HCYpdfdDoeMzhhDRCHrqRKn7WyzyBBahR41q3VWysV7z` https://dexscreener.com/solana/8flef8cyorbw8r6uzceckyqnhtwfqd7mv1fuciywysef

Longed some $MET here. It seems quite undervalued given its revenue and revenue figures compared with JUP and other DEXs. Also, Meteora’s market-cap to annualized-fees and market-cap to annualized-revenue ratios are the lowest among major protocols. With ~$117M in annualized revenue and a $140M market cap. They have also deployed more than $12M in buybacks to date. https://x.com/Prateek0x_/status/2008537574563082650

$KNTQ is up 30% from here with size and over 2× from the dips. It still looks significantly undervalued, especially as the largest project in the Hyperliquid ecosystem. I think once $HYPE crosses $30, $KNTQ can easily do a 2–3× from here. $20M market cap feels clearly mispriced- repricing looks imminent. https://x.com/Prateek0x_/status/2008179622857638102

$EDEL up almost 3x from the bottom. Good dips are always for buying. LFG! gEdel

$EDEL looks strong. Up 2x from dips. Team has been shipping hard https://x.com/andres_solt/status/2005371317336658296 Market looks quite optimistic. Some of the big memes like Pepe, Bonk, Useless, etc are up 50% this week, that's a good sign. Time to lock in?

Happy New Year everyone! Super excited for what’s coming ahead. 🎉 I feel like we’ll see a generational rally at some point this year and those who stay focused and locked in are going to make the most of it. I’ll be posting my 2026 thesis in a few days once I’m back home. Wishing you all a very healthy and prosperous New Year ahead. LFG!!

Still holding $EDEL & has been buying some on dips. WLFI recently posted about its USD1 integration with them: https://x.com/worldlibertyfi/status/2001813447407735108 Their testnet is getting some good traction: https://x.com/edeldotfinance/status/2000701011682267506 I think 2026 will be the year we see billions of dollars flowing into tokenized equities, with companies like Coinbase entering the game and Kraken acquiring Backed Fi. As the only lending protocol in that space, Edel can play a crucial role. Also, I have been working on my crypto thesis for 2026 and will be posting it in a few days. Happy holidays everyone!🎉

$KNTQ can be bought on Hyperliquid https://app.hyperliquid.xyz/trade/KNTQ/USDH Or you can buy it on the Nest exchange on the Hyperliquid chain. https://dexscreener.com/hyperevm/0x51323f313e36a93fac2e1e929e48b961ffce5510 https://app.usenest.xyz/trade/swap

The biggest project in the Hyperliquid ecosystem is sitting below $16M market cap, yet almost no one is paying attention to it. Its fee machine is already humming: $30M annualized, over $13M in fees collected and millions in protocol revenue- which makes the current market cap look almost absurdly disconnected from fundamentals. It moves like a high-delta shadow derivative of $HYPE itself. Almost 11% of circulating HYPE is staked through this single protocol, commanding 83% market share. It boasted a TVL of over $2.3B and is still holding around $1B while the market pretends nothing is happening. They recently launched a fully on-chain, 24/7 global trading layer on Hyperliquid- introducing the first exchange LST with a fixed supply and 10% of all platform revenue flowing to holders forever. The goal: a user-owned, on-chain market for every asset class, launching early January. All markets. All hours. All on-chain. Caps for their newest products were filled within an hour. They’re quietly building the infrastructure rails for the entire HYPE future: – Builder Codes – Liquid Staking as a Service – HYPE DATs are expected to use this protocol by default – A proven institutional track record – Five audits Most still don’t understand that it’s becoming the economic engine for the next phase of HYPE- the quiet kingmaker everything else will eventually rely on. From both a growth and valuation perspective, the market is completely mispricing this- likely paralyzed by the current macro noise. https://x.com/prateek0x_/status/1999455128642867296

Market has been very choppy. Haven't been trading much- just been buying some spot BTC on dips. Found a very interesting play on Hyperliquid that seems very underpriced. Will be posting about it on Twitter soon. Notifications on https://x.com/prateek0x_