Started building a position in $HEU | @heurist_ai last week. Was hoping for a dip to load more, but price is showing great strength, so might not get it.. Why $HEU? - $7M mcap low cap AI play on Base. - Solid fundamentals, great backers and partners. - Team shipping non-stop since launch in 2024. - The HTF chart is bottomed out and had a great accumulation. - I want to be ready once the money starts flowing to low caps. I started loading some days ago, after reading a post by @artoriatech, a core contributor at @heurist_ai. They announced that were moving for Aero to Uni bc Aerodrome's emission were dampening their token price discovery and momentum. On top, they are deploying protocol treasury and revenue for buybacks during the migration to establish strong price support around the current level. That combo of team action, low cap, overlooked narrative and solid fundamentals was enough for me to start securing a bag. Also, you know how capital flows... ETH, then majors, then mid and low caps. I'm positioning ahead of that shift. Wouldn’t be surprised to see a retest of the 2024 ATH and that’s a meaningful move from here. Apart from that, I like what the team is building.. it's a full-stack AI protocol, similar to what we are seeing in other AI projects sitting at billions in mcap. - Heurist Cloud → Serverless inference layer. Simple APIs to access LLMs, image/video models, no GPU infra needed. - Mesh → Agentic coordination layer. Agents share memory, pass tasks, collaborate, sync... - Chain → Their own L2 focused on micropayments between AI agents. If you put them all together, to me their infra seems similar to what we’re seeing on Virtuals with ACP. Long story short... I'm betting on $HEU as one of my AI low cap bags for the coming months. Solid infra, strong team and real activity, all while sitting at just $7M mcap. The combo is hard to ignore.

This tweet aged extremely well. However the more I get into the $T rabbit hole the more supply I want to secure. I see talos being a PvE play, similar to what KTA did on Base, but on Arbitrum.

You will miss the first 9 fig Arbitrum runner in years because you were too lazy to bridge $T

Anyone else noticing this? $VIRTUAL chart looks ready to run. Meanwhile, $AXR , easily the most promising agent in the ACP stack, still sitting at $20M mcap. Feels mispriced

Rebranding incoming… Dump fun

$T | @talos_is is the most egalitarian thing I’ve ever seen. It's insanely ambitious, and if it works, can really reshape the fabric of society. Sincerely, THE ARBITRUM FOUNDATION

The quality of of @avastudio_ is really good Even got Elon engaging with it. Without knowing how it had been produced. The good thing with this narrative is that is being pushed directly by the most influential man on earth, it won’t be short-lived, and $AVA is the best liquid proxy in crypto.

Fudders in disbelieve. $EMP ecosystem is just getting started. U ain seen anything yet. $T $SIMMI

4x+ since earlier today, $T went up quicker than I expected. However I spent more time researching and I think this could go way higher. Will write my thesis in the coming days, gn gn

One of the best places to find fundamentally sound tokens is still @base. The short-lived szn it gave us some weeks ago won’t simply be a thing of the past. Main base portfolio 👇 $GIZA • Autonomous agents offering optimized yield. TVL at 8 figs now with all metrics growing exponentially • Learning curve for agents managing assets improving. MAMO now at $60M mc, while GIZA stays below $20M • First product live (arma, yield) — but SDK and full-stack agent platform being worked on, with more product integrations in the pipeline $FLOCK • First ever integration of a web2 LLM with a decentralized AI system — Alibaba’s Qwen literally using FLock as their privacy-focused arm. Products to be commercialized. This is something yet to be seen in web3 and a proof that our space offers PMF for AI solutions • Core onchain execution of Base MCP, which substituted Claude, and they hinted a potential partnership / client with McLaren F1 team • Imo it’s ridiculously undervalued at $20M and still under-the-radar especially for westeners; listed on tier 1 CEXs like Bybit, Bithumb, and Upbit, with Upbit KRW inevitable. The korean bid will come again. $AXR • My main proxy on Virtuals ACP doing well. It can become bigger than AIXBT, but most will wait too long to see it materialize. • The AI-powered hedge fund is already working and being profitable, and will use strategies based on multi-year datasets of other hedge funds. Also, offers the 2nd tier for most Virtual points • ACP is the agentic economy of Virtuals, and AXR is the decision-maker. AXR = new token, new narrative, new leader. And only $20M mcap. $HEU • Added a low cap here, only $4M mcap and 20x away from ATH. Team ships constantly, and most don’t know what’s about, being still stuck in the past • They’re instead building a coordination / interoperability layer for web2 and web3 AI apps and agents • With innovative features like aggregated memory (ie. chatGTP knows what you did with Claude, or even with a web3 model). Coordinating all your AI research, work flows, or trades under the same hood.