Dragos' Den

Here’s a quick explanation on the FP8 and FP4 upgrades Pearl is set to have (FP8 within the next weeks, FP4 Q1 ‘27)

This is the technological breakthrough that blends AI & cryptography and what enables it to onboard AI labs to secure the network; remains tbd how many and how fast they can onboard, but the fact this is possible is very bullish

I will do a proper write-up on PRL since 99% of ppl clearly don’t understand it, but a few obvious reasons I love the trade (aside from the fundamentals of the project)

- very hard to buy onchain, you have to actually get the native asset on a little known exchange - this is a big barrier to entry

- bc of this it’s also not prominent on fomo so it’s off most ppl’s radars (we have morphed into a trading env where info is much more transparent and edge has changed a lot - here you have clear edge by understanding the dynamics of the project while most ppl who want to be spoon fed trades and follow big traders on fomo are sidelined)

- a fuckton of potential catalysts ahead, from project milestones, ai labs adoption, cex listings, big public ppl supporting it on the timeline etc

I bought some wPRL just to shill it on fomo and there arent many holders there as it is

It’s trading at 1.10+ onchain, ppl fomo-ing too much on wPRL instead of buying the native asset on safetrade

PRL looks ready

don't have a spot position in VVV but Austin been so on top of metrics for this and pump for a few months now

longed some eth and vvv

seems like rate hikes were priced in, expecting at least a short term bounce

also $PUMP back to making more $$$ in daily revenue than $PONS, $STONK vamp probably done for now, expecting PUMP to lead whenever we ignite next (chart also has drawn down a fair bit, could go down more and consolidate, can't anticipate it tbh, but rev seems to be sticky)

think trading terminal volumes are a good indicator of onchain cycles moving on, we clearly topped ~10 days ago

not sure if we see another round onchain now, I tend to say no, if anything some consolidation and we get to see if the activity we've seen so far sticks

crazy launch, gg if you managed to get a charter or bought the token

Think it’s very worth diving into Standard Reserve and understanding the game theory behind it and planning for the launch tonight

I have a WL spot but might buy more branches if I can on the auction

You can plug in the wp into Claude and have it explain it to you and understand the mechanics

The dev behind it has a great rep and has worked a ton on this so it’s good r/r to understand it imo

bull flag be bull flagging, hope it holds

longed some PUMP here, odds of hikes at 80% already, cpi came in line

unknown if they can get ai labs to deploy on PRL, but it's a very attractive offering, if you read the article above Brian does an incredible job at explaining Pearl

was 43-44c here, chart looks ready, ama coming on the 15th and floating point upgrade said to be very soon

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been a while since I've read such a thorough and well written research piece