Many of you have been asking if I have a Telegram so I have created one. It is a free channel so you can join. On X, I only share plays that I am confident in but on TG, I will share all the plays that I like or buy along with the risk levels. Link is given below t.me/hawkofcryptotime

As I said last week, $TAO is starting to wake up. And don't forget, $TAO is still the flagship AI token in crypto. When Bittensor starts running, capital and attention often flow into smaller AI plays shortly after. If this trend continues, the rest of the AI sector could be next.

Maybe it's just me, but it feels like the SpaceX IPO has been acting like a giant liquidity vacuum over the past couple of weeks. When you have the largest IPO in history attracting massive retail and institutional demand, it is only natural that money gets pulled from elsewhere, including crypto. Now that the IPO is finally here, that liquidity drain should start to fade. On top of that, there are signs that tensions around the US-Iran conflict may be easing, with reports of progress in negotiations and hopes for an extended ceasefire. Of course, nothing is guaranteed, but if the SpaceX liquidity drain is behind us and geopolitical fears continue to cool off, I would not be surprised to see crypto put together a strong green week next week. Feels like the market finally has a chance to focus on risk-on assets again.

The volume on $ARQ seems to be snowballing, and it also means that once the market picks up, this would move fast as well. A valuation of 400K with the volume of 220K is severely undervalued.

One thing that stands out to me about $ARQ is that people are actually using it. While many projects spend months talking about adoption, $ARQ has already generated: • $129.7K in trading volume • 1,443 trades • 320 users • $3.7K in protocol revenue That is real activity and real revenue for a project that is still very early. Remember, the price always catches up to the fundamentals.

In my opinion, we should be close to the bottom here, or at least a local bottom. Of course, I could be completely wrong, but we are starting to see some interesting signals. Saylor is showing intent to buy more $BTC, and now there are reports that the Trump administration is discussing potential investments in AI companies. If the market catches a bid from here, I wouldn't be surprised to see $ETH and $TAO move hard.

Market is awful, but one thing stands out to me. $STRX is currently sitting at around a 41K market cap, while the bot has already processed roughly 38K in volume. That is a ratio you almost never see. Most projects trade at valuations many times higher than their actual usage. Here, adoption is nearly matching the entire market cap. Meanwhile, more Telegram groups keep joining, usage keeps increasing, and the product continues to gain traction. This is what real utility looks like. The chart may not reflect it yet, but I think the market eventually re-prices assets that are delivering genuine adoption.

Bitcoin really tanking hard and seems to be mainly related to Saylor selling a small amount of his $BTC holdings On the other hand, $ETH seems to be holding well against Bitcoin. Lets see if for once , Ethereum keeps showing strength

I don’t want to over-shill this, so I will just state a few facts and let people decide for themselves. $STRX is sitting below a 50K market cap right now, yet their bot has already processed more than 65 $SOL in volume on Solana and nearly 2.5 $ETH on Ethereum. That’s already well over 10K in volume for a project that hasn’t even crossed a 50K valuation yet. And the interesting part is the growth curve. The adoption genuinely looks exponential right now. For a microcap, I honestly struggle to find a better risk/reward setup than $STRX at these levels.

This is the kind of infrastructure that most people probably won’t fully appreciate until the agent economy becomes massive and that is exactly why I think $KGNT has the potential to explode when the timing is right. Everyone talks about AI agents making payments, but nobody talks about the privacy disaster behind it. Right now, most agent payments are fully transparent on-chain. Imagine a private AI health assistant used by a clinic. Without something like KOGENT, competitors could potentially track usage patterns, customer activity and even estimate revenue directly from wallet flows. KOGENT is building a layer where the buyer stays invisible, the seller becomes un-linkable, the amount stays hidden, but the payment is still verifiable on-chain through ZK proofs. And the best part is existing agents can integrate this without rebuilding their whole stack. TEE for speed. ZK for proof. Feels like the privacy infrastructure for AI agents is arriving much faster than people expected.

Community printing chart looks like a beauty, send it to 2m this week. @arqentrade

When CT realises how great great the @StrixAIETH ecosystem is, the repricing will be violent. Incredible tech, incredible updates every day! @TheCryptoKazi @Dvcryptzz @thejbullmarket $STRX <100k is the opportunity for the easiest 10x ever 🙌 (NFA)

A lot of people only start paying attention once the chart has already gone vertical, but the real signal is usually the adoption underneath. $ARQ keeps showing steady growth in users and activity behind the scenes and that is the kind of thing that quietly builds momentum before a bigger move. The numbers I have been hearing lately are genuinely impressive for where this is sitting right now. Feels that the price will catch up soon!

Multiproof private x402 payments (TEE/ZK) Would you choose ZK proofs knowing they are slow and complex? Or TEE knowing it is fast but carries a trust assumption? What if you do not have to choose. KOGENT ships multiproofs. The right prover for the right scenario. ERC-5564 stealth addresses keep the seller unlinkable on-chain. In the sample scenario, a private x402 payment lands twice in our registry. Once via a fast TEE attestation. Once via a ZK anchor. The registry architecture is live. Full Specter circuit integration using Noir and UltraHonk is wired in next. Three receipts live on Base Sepolia. One a deliberate contradiction. The contract logic decided. Not the hardware. Built on @buildonbase where most of the x402 volume lives. Multiproof architecture for agent payments using the dual-prover model. Private x402 payments. Pluggable for any agent. kogent.xyz

There is absolutely no better project or dev under 100k than @StrixAIETH Ignore at your peril. Fantastic tech that I personally use everyday and they just keep building. $STRX will be much higher soon @DegenKenn @degenApe22 @0x0papi take a look, it’s an absolute gem…

Long weekend in US, crypto dumps, just like clockwork

I would just share a hint on $KGNT There is a huge amount of accumulation by Smart Money but that is not the main thing. There are some wallets that are tagged as "Public Figures" and if you know, these are usually big names. Read between the lines and you will understand where $KGNT will be in a few weeks!

The team here is doing all the right things and for me, $STRX is one of the easiest holds right now. Everything feels like it is slowly aligning behind the scenes and once momentum properly kicks in, these sub 100k entries probably won’t be around for long. Feels like one of those projects people will wish they paid more attention to early.

People understand website phishing scams already. You search for MetaMask on Google, click a fake sponsored link, and your wallet gets drained. Now imagine the same thing happening in the AI agent economy. An agent searches for a “Coinbase payment agent” or “Uniswap trading agent” and accidentally connects to a cloned or malicious agent card instead. That’s the problem KOGENT Argus is trying to solve. Feels like they are building the anti-scam and trust layer for the entire A2A era. And the crazy part is, we are still so early that most people have not even started thinking about these problems yet.

$KGNT is a sleeper pick on ETH This team are based af 0x2cE943F52761e08A93ac2e83dc643eEa9A0421f4

This is how adoption starts. People focus too much on the chart and ignore what’s happening underneath. $STRX just crossed 1 ETH in trading volume shortly after launch and users are already actively copy-trading wallets, private groups, channels and even X accounts through the bot. I think the usage will start compounding from here. As more traders discover the edge this gives, the chart will eventually start catching up as well.