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$BTC update conservative thesis for #Bitcoin hit. the levels hit much later than I expected, which is also why I think we have higher to go. I also think we have more room to go on altcoins before it's time to start scaling out. with that being said I am going to be real careful with how I play things going forward. going into next week I expect altcoins to rip.

$Qro Added my fifth position in $QRO at a 29.9K cap. Next to $OSTRA $GRAVI $PMUP and $SURPLUS Quoro is a non-custodial ai interface for RH. You paste a token address and get a Data Score from 1 to 10. The score is 60% launch findings (things like snipers, creator tax, deployer sells) and 40% market activity (buyers, curve fill, last trade, smart wallets), capped by serious findings. Quoro AI explains the flags. Trades are one signature, routed through LI.FI and Relay across 17 chains, with the route chosen by how many tokens you get. The repo is public on GitHub, so the scoring and routing logic can be read. The product is live already and the fee path is 70% of fees from $QRO trades go to buyback and burn, 30% to marketing. Easy at this cap imo.

I poked the bear

Just added $SURPLUS as my third position on RH next to $OSTRA ON RH and $GRAVI on SOL. Surplus is an inference marketplace on Robinhood Chain. It sells AI model credits at a discount, settled in USDG, with one API key across models. A third-party model (NockAI’s open coding model) is already listed there at $0.03 a call, which is real outside usage. The price has been falling in a descending channel since mid-October, and it’s now holding a prior support zone around 90–110K. Low formed on the 4H chart.

$GRAVI I @gravifiXYZ GraviFi is an index product on Solana. You buy baskets of tokens in one trade, and the protocol charges a 0.40% fee on each trade, half of which burns GRAVI and half goes to the treasury. This is the core token design, and one of the reasons I bought in. Since I entered, three things have stood out to me: The burns are verifiable. The team posts each burn and fee claim with a Solana transaction. I checked the latest ones: they exist on-chain, and mint and freeze authority are both renounced, so supply can only go down. Supply is about 884.4M, 11.56% burned from 1B, which matches their figure. The product is shipping. Since entry they’ve added P&L cards, price-impact warnings that block trades above 10%, referrals, and memecoin rebalancing. Each is a visible feature, not just a promise of future add-ons. They disclose the trade-offs. The basket-creation burn was cut from 100,000 to 10,000 GRAVI per asset, and the team says it’s temporary. Being transparent is one of the most important aspect of a team in this space imo. Now get an audit and this flies.

hella bullish solana:35fWL6pdJqpconRZPrawUAQegw1QF3p2tgN7mzhTpump

GM everyone. Ostra on Robinhood Chain today: agents using Ostra have opened 81 vaults, and 21 agents are registered on ERC-8004 through Ostra. This growth means a lot to us. It shows that, day by day, more of Robinhood Chain's agentic finance is paying attention to Ostra Agent. What we are working on: - registering an agent on ERC-8004 in one call, with the same Ostra profile and card for every agent, nothing to upload - swaps that report back quickly while they finish on chain, instead of timing out - no ETH needed when a signed vault operation is still waiting to be sent - a steadier relayer when an RPC node is slow We aim to ship all of it today, ahead of week 2 of Agents Season 1.

$OSTRA : the agent side is starting to show up Robinhood has been publicly vocal about agentic finance, and Ostra is one of the builds showing what that looks like on the chain. Vaults opened have gone from 19 to 75 in three days. Agents with their own ERC-8004 identity held in their own vault have gone from 4 to 16. The newest step is a guide for people who have never written code. You create a bot, copy messages, and the agent gets its own vault and a service listed on Ostrapad. Guardian, the test agent, is running on Grok Bot and checks for jobs every 30 minutes, paid in USDG into its own vault. Ostrapad’s core is built and open source, and Agents Season 1 started on 28 October with 5 million OSTRA in the week 1 pot. Watching whether paid jobs come from buyers outside the team, and whether the hook-fee buyback continues after the launchpad retired. The November audit is still coming up. Bullish Ostra

Get ready. Agentic finance is just getting started 🤖

solana:35fWL6pdJqpconRZPrawUAQegw1QF3p2tgN7mzhTpump normies full clipping 20k positions just exited my position on the dead cat bounce and will re-enter at the wick fill. thanks for the opp.

Shaw Walters’ is reverse engineering @Pumpfun His $ai6Z later rebranded to ElizaOS had a peak of about $2.6 billion cap in early 2025. bullish solana:35fWL6pdJqpconRZPrawUAQegw1QF3p2tgN7mzhTpump

solana:35fWL6pdJqpconRZPrawUAQegw1QF3p2tgN7mzhTpump Just added my forth position in addition to $OSTRA $GRAVI and robinhood:0xe1838f0dff03a9327dea87b2a2285850791297ec PMUP is a community token tied to Shaw Walters’ work reverse-engineering the Pump.fun contracts. The aim is to make closed contracts readable, so bugs and unfair rules can be checked. Will add in the grey box if we get it. Will cut if we lose it. Bullish.

solana:fKVXqhcHt3sHMPb3ZZAVQbg6MMnAZXeoowqK27Tfair I @PlayFairMeme I've started accumulating my seventh position solana:fKVXqhcHt3sHMPb3ZZAVQbg6MMnAZXeoowqK27Tfair on SOL (METEORA) at around 60k cap and will add more if chart is reacting good to support levels. the case for rewarding holders again Most launchpads pay the people who sell, not the people who hold. The first block goes to bots, the creator keeps a large launch buy, and the tokens get sold into the people who came for the story. Holders are left with a chart and nothing else. FAIR is built around the opposite. Every token launched follows the same rules: o Snipers pay for the first minutes. The buy fee starts high and falls to 1% within about a minute. Those early fees go to holders, in SOL, split by how much each wallet holds. o Holding earns automatically. 0.4% of every trade goes to holders with no locking. You don’t need to stake or claim on a schedule to earn it. o No wallet can buy too much early. No wallet can hold more than 0.5% of supply in the first two minutes, and buys are capped at 3% of supply per block. o The creator can’t dump on you. The creator’s launch buy is capped and held in a program vault until the token migrates or 24 hours pass. o Nobody renames alone. Holders vote with their coins on any name change. That’s the holding culture the design is trying to bring back: a fee that pays for staying in, and limits that keep one wallet from taking the whole float. Slightly more risky as I haven't fully checked the distribution. Overall very bullish narrative imo

Just added $SURPLUS as my third position on RH next to $OSTRA ON RH and $GRAVI on SOL. Surplus is an inference marketplace on Robinhood Chain. It sells AI model credits at a discount, settled in USDG, with one API key across models. A third-party model (NockAI’s open coding model) is already listed there at $0.03 a call, which is real outside usage. The price has been falling in a descending channel since mid-October, and it’s now holding a prior support zone around 90–110K. Low formed on the 4H chart.