kioto's research

Didn't miss with this one. Ralph is alive. Rest is comparably dead. Only other bags coin on my list is $gsd which looks interesting

todays thoughts about the market The FUD we’re seeing now is honestly healthy. Yesterday was peak nonsense. People were tokenizing every random GitHub repo and pretending it mattered. That was never going to last. Bags especially was not sustainable at all. Devs were basically forced to endorse bundled coins they had zero context on just to collect fees. That’s not a real system, and it was always going to break once things got crowded. Because of that, the "AI meta" as it is right know will die. Especially the idea that anything AI related automatically pumps. Once that stops working, capital always rotates and it almost certainly goes back to ICM and memecoins. Memes don’t need a reason. When narratives cool, people default back to what’s fun and known People who are comparing it to CCM are missing the point. CCM died because nobody believed in it. People actually want to play AI stuff, which is why a few names will survive. Most won’t. Ralph still makes sense in that context. It’s simple, it works, it’s used, and at its core it’s a meme. The tech isn’t crazy, but it doesn’t need to be. GPT adding Ralph loop natively is the reason for this sell-off but unless Claude does the same, it’s kind of irrelevant anyway imo. I’m not touching new AI coins unless something actually significant shows up. The meta is done, but a couple leaders stick around. Everything else probably fades while attention drifts back to memes and ICM, like it always does.

https://x.com/0xkioto/status/2007051403366469739 back with thesis soon in the meantime accumulate $Umbra $Meta $Kermit

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Will share my whole portfolio with thesis to each coin here later as well

We've already broken the latest local highs now we are going straight for aths Its not too late We are still early $Umbra https://x.com/0xkioto/status/1994114775291457542

hey 👋