First place: AI Agents / DeAI — 28% Amplification 🟡
Second place: RWA / Tokenization — 22% Amplification 🟡
Third place: DePIN / Hardware + AI — 18% Activation 🔵→🟡

According to my radar, the leadership dispute remains concentrated among AI Agents, RWA, and DePIN.

This weekend, the market was shaken by the news of failed negotiations in Pakistan, a pattern that repeats itself over and over.

Regarding narratives, we are observing the flow of money: the U.S. Treasury is releasing liquidity, and the WALCL indicator shows additional money creation. This Thursday we will confirm if the trend continues. I will place the charts below.

It is interesting to note that this Saturday there was a strong drop in the crypto world, while my two choices remained constant in accumulation.

For this reason, I decided to add about 30 units in CFG, raising my invested capital to 410 USD, which thanks to the yields today amounts to 536 USD.

On the other hand, FET is still in the accumulation phase: my initial 411 USD with yields today are 424 USD.

The seesaw continues, but as is the case with the strength of narratives, capital seems to begin to flow, creating liquidity in search of yield. If the DXY continues to fall, we could consider that a perfect recipe for generating profits is being crafted.

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