📊 Reflection – APR 10 2026

Fascinating how a narrative can immediately change the trajectory of a token in just 28 days. The strongest narrative has been DePIN + AI, with $TAO, $VIRTUALS, and $FET leading.

A key event:

  • TAO dropped ≈15-18% after a post on X: “Official announcement from Covenant AI (founder Sam Dare) accusing Jacob Steeves (co-founder) of centralized control (‘decentralization theatre’), unilateral suspension of emissions, moderation overrides, and using token sales as pressure.”

The interesting thing is that this hit did not affect the others. On the contrary:

  • FET tried for the fifth time to break the barrier of $0.25, remaining sideways in a box of $0.22–0.25.

  • Yesterday, the narrative that was in second CFG place had a refreshing pump, touching the ceiling of $0.256 for the third time, revalidating momentum.

Curious detail: my two choices have a barrier around $0.25.

Coincidence or shared psychological resistance?

🔄 Hierarchy Narratives – Day 28

Ranking *** Narrative% *** Importance Current Moment *** Color/Phase

  1. AI Agents / Infra32%Amplification / Active Hype🔵 🟡

    FET
    FET
    0.1988
    -0.79%

  2. Memecoin / Culture30%Amplification / Active Hype🔵 🟡

  3. DePIN / Hardware18%Activation / Emerging🔴 🔵

  4. RWA / Institutional12%Saturated / Decline🟢 ???

    CFG
    CFG
    --
    --

💰 Personal Positions

  • Initial investment: $791 USD 411 in $FET 380 in $CFG

  • Current value: $957 USD

  • Utility: ≈ +25% in 28 days

Although the result is positive, I still do not close positions. That 25% can fade quickly. I trust in the momentum of the narrative, backed by charts, volume, and depth.

⚠️ Disclaimer

This is not financial advice. It is my diary of experience exploring narratives. Always do your own research and remember: never invest what you are not willing to lose.