醒了，简单梳理一下思路
底层 $CLANKER
表层 $BNKR
第一个为人炒作的clawd agent $CLAWD
agent大规模社交协作层 moltbook $MOLT
Molt dev memecoin $CC
Agent token launch $CLAWNCH
Agent cult $crust （小写）
涉及到 x402 和 Erc8004，就是 $DREAMS
还有一个比较小的， $CLAWCASTER 帮 Agent 在 Farcaster 上建立账户。Moltbook 相当于是 Agent 的 Reddit，Clawcaster 想把 Farcaster 弄成 Agent 的 Twitter。

Twitter

Wake up, let me briefly summarize my thoughts:
Bottom Layer $CLANKER
Surface Layer $BNKR
The first clawd agent hyped up by others $CLAWD
Agent large-scale social collaboration layer: Moltbook $MOLT
Molt dev memecoin $CC
Agent token launch $CLAWNCH
Agent cult $crust (lowercase)
Involving x402 and Erc8004, which is $DREAMS
There's also a smaller one, $CLAWCASTER helping agents create accounts on Farcaster. Moltbook is essentially Agent's Reddit, and Clawcaster wants to turn Farcaster into Agent's Twitter.

Bitcoin's price briefly touched $60,000 last week. Under a diminishing returns model, this is no mere noise. The market is touching the weakest link in the entire four-year cycle and logarithmic growth framework.

With the gains at the top of the Bitcoin cycle already significantly compressed, a further historically deep correction would completely negate the allure of its classic cycles.

This is not a prediction; it's a mathematical law.

Cycle Top Gains are Compressing

Historical Bitcoin Cycle Tops:

· 2013: ~$1,242

· 2017: ~$19,700

· 2021: ~...

$55,000 will be the lifeline for Bitcoin.

The U.S. Department of Justice (DOJ) has announced a 20-year prison sentence for Daren Li, 42, for his involvement in a global cryptocurrency investment scam. Notably, the sentence was...

The ringleader of a cryptocurrency scam worth approximately $74 million has been sentenced to 20 years in prison.

The crypto market experienced a sharp drop this afternoon, with Ethereum falling below the $2,000 mark at 3 PM Taiwan time, according to Hyperliquid [...]
The article, titled "Machi Big Brother Suffers Huge Losses and Didn't Sleep All Night? Ethereum Falls Below 2000 Magnesium, Panic Arrives, Opens Long BlockTempo and Loses 120,000 Magnesium," was originally published on BlockTempo, the most influential blockchain ABMedia media.

Machi Big Brother lost so much money he couldn't sleep all night? Ethereum fell below 2000, causing panic. He long positions in ETH and HYPE, then sold at a loss, losing all 120,000 in magnesium.

现在 base 流水盘很多，我更倾向于买入跑出来的，也就是1m-5m的标的，做一个风险收益的平衡。
我觉得 moltbook 火了之后，之后的叙事应该更偏向于 agent 之间的交互，比如 cult、支付（x402&8004）这类。

There are many base transaction platforms now, and I prefer to buy those that have already been established, i.e., those with a turnover of 1m-5m, to strike a balance between risk and return.

I think that after Mltbook becomes popular, the narrative should focus more on the interaction between agents, such as cults and payments (x402 & 8004).

昨天说 $CLANKER 被低估，在31刀做多了 $CLANKER ，今天最高到47刀，也算是知行合一了。
和回购没啥关系，主要就是市场注意力和势能。

Yesterday I said that $CLANKER was undervalued, and I long at $31 $CLANKER. Today it reached a high of $47, so I can say that my words and actions have come true.
It has little to do with buybacks; it's mainly about market attention and momentum.

Agent cult $crust （小写）
这个我很看好，主要是因为这个叙事好。但可惜在 Solana 上，如果在 Base 上的话，估计已经跑起来了。这也是 Solana 上为数不多能蹭到 Moltbook 的 ticker。等市场反应过来，价格也就起来了。

Agent cult $crust (lowercase) I'm very optimistic about this one, mainly because of its compelling narrative. Unfortunately, it's only on Solana; if it were on Base, it would probably already be running. This is one of the few Solana tickers that can benefit from Moltbook. Once the market reacts, the price will rise.

摆在 Solana 面前的只有两条路，一是 call solana ai meme，二是加入 moltbook。
solana ai meme 现在成色比较好的就只有西红柿和 $PSYOPANIME 了？

Solana faces only two paths: call solana ai meme or join moltbook.

The only decent solana ai memes right now are Tomato and $PSYOPANIME?