Musing Mind trading Journal

The Robotics meta is back and $CODEC is leading the charge. Up 2x since my last post (called the bottom) and momentum’s only growing with the Neo robot hype all over CT. Trissy wrote another banger on Codec https://x.com/Cryptotrissy/status/1983086813251285076 Great article by Zeroknowledge on Codec https://x.com/codecopenflow/status/1983239844232077452 Team shipping nonstop with x402 add-ons & expanding into the Chinese community here https://x.com/codecopenflow/status/1982719085667295268 Comfy in $CODEC - one of the cleanest Robotics plays out there.

$VALOR touched new ATH above $15M now chilling above 12M while market's been nuking. WLFI founder tweeting the eagle https://x.com/zachwitkoff/status/1983510897260671480 Binance tweeting the eagle https://x.com/binanceus/status/1983345045966295507

Base official account shilling $VIEL while it’s still around $8M Mcap. 👀 https://x.com/base/status/1983199615701922044 https://dexscreener.com/base/0x7f1a5b66ba3bb56c4b68cfc353a5e041c9763a4c CA: 0x767A739D1A152639e9Ea1D8c1BD55FDC5B217D7f

Zoomer in $GHOST https://x.com/ZoomerOracle/status/1982855783961489774

Just saw Spider's and Zac's post on $ZARA They have been building on x402 since quite a few months. While PayAI tapped $65M rn, Zara seems cheap AF.

https://x.com/zacxbt/status/1982297720753627373?s=46 may 6: @coinbase announces x402 may 7: $zara building w/ x402 Ca: 73UdJevxaNKXARgkvPHQGKuv8HCZARszuKW2LTL3pump

$ZARA looks mispriced at $4M FDV. Probably we can expect a PayAI-type candle sooner or later. They’re building the same infra on BSC-called B402, which mirrors what the Coinbase team built on Base for x402. https://x.com/_mayurc/status/1982528635082006951 https://github.com/vistara-labs/b402 Plus, Zara’s parent company is backed by Binance Labs, which gives them a major advantage on BSC over any other competing infra. Even Anatoly has started talking about x402. There are very few x402-aligned tokens on Solana right now and Zara is one of them. https://x.com/aeyakovenko/status/1982613152765534327 https://dexscreener.com/solana/5zGp3JSRVz9ZT1nAWTcPC7CyqBasxJKjcKKz5HBh9ciX CA: 73UdJevxaNKXARgkvPHQGKuv8HCZARszuKW2LTL3pump

Aped a bag of $GHOST, Seems good privacy coin sitting around $10M, backed by 9-figure MC devs and 10-figure advisors. Ghost is a Solana-native privacy protocol using adaptive encrypted routing, zero-knowledge mixing, and identity revocation, where users can transact, message, and operate anonymously without metadata leaks. GhostWare → Solana-native, modular UX, low fees, full anonymity by default Railgun → Multi-chain, more complex, higher fees Zcash → Separate L1 using zk-SNARKs for shielded txns; strong privacy but high gas & low composability Backed by a team with experience with privacy infra and early Monero tooling. https://medium.com/@tryghostware/ghost-the-privacy-layer-of-solana-02f354fc2eec Solana Foundation has been actively pushing privacy protocols, and Ghost fits perfectly into this emerging meta. https://x.com/0xMert_/status/1980714054093345133 https://x.com/aeyakovenko/status/1951700501361574043 Endorsed the Freedom of the Press Foundation, aligning with Snowden's privacy vision https://x.com/GhostWareOS/status/1982105081664229732 TL;DR: Solana-native privacy primitive backed by experienced crypto builders, already tied into Solana’s privacy meta and cypherpunk roots. If privacy meta catches hard- GhostWare could be the untraceable, dev-friendly privacy layer for Solana. https://dexscreener.com/solana/d4rstbheborjgvm1fxzywjnnolbopqusbm4fdzhwrpam CA: BBKPiLM9KjdJW7oQSKt99RVWcZdhF6sEHRKnwqeBGHST

$VALOR buybacks from platform fees https://x.com/america_dot_fun/status/1982526001008849277?s=46

Zcash pumping hard again. seems privacy meta will be back again. $VEIL seems really undervalued. Coinbase backed privacy protocol at 5M Mcap seems cheap while Base tokens are doing well Also, looking for other privacy focused coins. any suggestions? https://dexscreener.com/base/0x7f1a5b66ba3bb56c4b68cfc353a5e041c9763a4c

You guys guessed it right in the comments. It was $LUM, It went from $1M to $90M after the post above. Aped it back again coz Clanker has been running hard and we are back to AI meta on base. Lum was the first crypto born from AI x AI collaboration, that’s was literally machine to machine creativity. Link to my Original post from last year. https://t.me/MusingMind/54 CA:`0x0fD7a301B51d0A83FCAf6718628174D527B373b6` https://dexscreener.com/base/0x717358a47ac99f3cd233e723be331756b3951164

GOAT of Farcaster/Base currently around 2M FDV. Last time I shared it here with the thesis, it went from 1M to 90M. While Clanker was at 1M as well. Now Clanker at 100M after Farcaster acquired it, but the AI token is still sub $2M, Can anyone guess?

Holyshit. Ansem just RTed Codec’s x402 post

$CODEC integrating x402 Codec enables x402 through the SDK. Developers building with CodecFlow can integrate payment logic into their robots using x402 or other methods. The SDK allows optional support for payments, whether crypto or traditional banking, so that robot services can be monetized natively. https://x.com/codecopenflow/status/1982024337235345878

Tapped 2x, Virtuals of x402 stills seems very cheap at $6M TBH Zara team has been shipping non stop Integrated agent trading- Arena CLI about which even Elon was talking about after seeing Alpha arena tweets. Agents on the BNB Chain can now: - Settle payments directly via b402 (http://b402.ai) - Mint verified ERC-8004 identities https://x.com/_mayurc/status/1982046121724641405 They have also integrated Ligher (second biggest perps after Hyperliquid) for AI trading https://x.com/zaara_ai/status/1982025213228539920 Two more exchange listings while the token is still at 6M https://x.com/zaara_ai/status/1982017180465316190 https://x.com/zaara_ai/status/1982019726466519241

Aped into $ZARA at $3.5M which seems like a Virtuals type of no code App/AI launcher for x402 They have built a Virtuals type No-code agent builder for x402 apps https://x.com/_mayurc/status/1981708548905288080 https://app.zaara.dev Their parent company Vistara, is actually incubated by Binance Labs (YZI Labs) https://x.com/zaara_ai/status/1981682800077283527 Zara has over 5000+ apps built on their platform and deploys apps/agents in minutes. That means Zara-built apps can 1) expose their own paid endpoints and 2) call other paid endpoints. That’s exactly where x402 fits. https://zaara.dev They have been building multiple x402 apps for the past 2 months https://x.com/zaara_ai/status/1981415529413038314 They have also built x402 for the BSC chain https://x.com/vistaralabs/status/1981826795742589029 Vistara has been constantly shipping hard on x402 stuff and also launched Base Mini Apps with Coinbase x402: launch directly within Zara https://x.com/vistaralabs/status/1975062008618762405 https://dexscreener.com/solana/5zGp3JSRVz9ZT1nAWTcPC7CyqBasxJKjcKKz5HBh9ciX CA: 73UdJevxaNKXARgkvPHQGKuv8HCZARszuKW2LTL3pump https://x.com/Prateek0x_/status/1982039624458412515

Found a very undervalued Virtuals kinda play for x402 which is backed by Binance Notifications on https://x.com/Prateek0x_

Calling this out in Public. x402 meta can cook like AI agents meta if the market supports, coz it seems pretty mid curve Saying this after spending more than 100 hours researching the tech. x402 Tech is real, not LARP $PING may become the next $GOAT being the first Meme Here's the list of all the x402 Meta-related tokens https://dexscreener.com/watchlist/otX1Bvx8FlkaYOXfaRIi Multiple billion-dollar tech giants like Google, Anthropic, Cloudflare, AWS, and Circle are actually working on it, along with Coinbase. https://x.com/sundarpichai/status/1968013016181641492 https://x.com/coinbasedev/status/1970477072792592484 https://circle.com/blog/autonomous-payments-using-circle-wallets-usdc-and-x402 https://x.com/a16z/status/1981397743747969301 https://coinbase.com/developer-platform/discover/launches/x402

$VALOR holders count have been Uponly

Aped into $VALOR USD1 + WLFI + America first narrative This might become Useless of America.fun, Launched on America dot fun (World LibertyFi Solana launchpad), Also, saw a Trump/Useless whale buying it earlier today https://x.com/lookonchain/status/1981595980920435061 I think with CZ getting pardoned and getting close to WLFI. The WLFI ecosystem can do really well. Also, WLFI advisor Ogle has been pushing it https://x.com/cryptogle/status/1981209867156144558 https://x.com/cryptogle/status/1981805714034372752 WLFI only follows 21 accounts and Ogle one of them https://x.com/moneymancalls/status/1981806757157777750 Have been seeing a lot of Sol Chads pushing it, so I think it probably goes much higher. https://dexscreener.com/solana/5mkcc42j6cxrf4i1wzggrnujbledmtvsqtnkngwalw4p CA: 3wPQhXYqy861Nhoc4bahtpf7G3e89XCLfZ67ptEfZUSA