The $CLAUS thesis is simple: It's an agent whose job is the contract itself. Claus lives in an upgradeable Uniswap v4 hook, so he can add, combine or rip out mechanics on the same token, same address, while you keep holding. In the ~3 days since launch it's shipped buyback and burn, auto liquidity, a London weather fee switch, 300 fee-sharing NFTs (about $11k paid to holders on day one), a prediction market and a ZK privacy buy. He added an arbitrage hook and pulled it six hours later. Every change goes in a public journal, and the recent entries are written onchain from his wallet. You can watch him research community ideas live at Compare that to last cycle's "autonomous agents" that were a dev posting from their drafts folder larping as AI. We sent "AI" coins to billions on a hint of novelty, and most were a chatbot with a ticker. Models are now far cheaper and far better, and v4 hooks give an agent something real to operate: the coin's own mechanics.

A consistent way of being profitable onchain is to accumulate the periods of boredom and consolidation instead of chasing the flavor of the day token. A few ecosystem leaders have been consolidating for nearly a month, don't mess it up anon.

Updated holder strength after last week's onchain volatility, AI still leads strong. As a BONER holder too, it is very interesting to see it continue climbing while being the only coin in the Top5 that hasn't hit $100m. Will eventually be able to provide these on @sparsitydata , give us some time!

Many are calling ecosystem tops across the board. "Robinhood/Stonk is dead, the trade is over." Some perspective: a single coin, PEPE, hit $1.7B in 21 days. Not its all time high, just its first leg. Today, every token on @longdotxyz and @LaunchOnSF combined, platform token included, is worth less than half of that. Two novel ecosystems, together, are still smaller than one memecoin's first three weeks. Zoom out. The room to run is bigger than the daily candles suggest.

Been in the trenches for many cycles and the same thing kept bugging me. Every research report out there is written for funds, none of it helps when you're trying to figure out the day to day onchain flows. So we built @sparsitydata. Free research, every day, straight from the trenches.

This week on the LONG ecosystem attention metrics: BONER & AI have now held 1st and 2nd place respectively for the second week in a row. INU has skyrocketed in attention this week after @theunipcs added a position, surpassing MEME. Now holding 3rd spot. Others like SCHIFFY have also seen an uptick in attention and have flipped MEME's numbers the past two days. Will be sharing these insights weekly, exclusively about the @longdotxyz eco.

Ran some data analysis right before this pump to see which holder base is the strongest across the @longdotxyz ecosystem. Funny enough, the top coins on this list were also the ones who went up the most after the fact. There are gems all around us, you just have to find them and hold them tight. I've been very clear about my positions on this eco: AI/BONER/INU

I don't think people understand how crazy things will get once news media start talking about a coin called $BONER doing significant volume on $HIMS stock - things can get very silly if that happens. Hard money.