Alex Wacy, known as @wacy_time1 on Twitter, is a crypto analyst and researcher focused on market trends, emerging technologies, and decentralized systems. He provides insights on key narratives, token strategies, and developments within the blockchain and Web3 space. ^[1]

Twitter

2024 Bull Cycle

Wacy analyzed the 2024 bull cycle, discussing Bitcoin dynamics, emerging technologies, and market trends. He observed that Bitcoin price surges historically triggered speculative investment in memecoins, often sidelining altcoins with stronger fundamentals. He noted significant selling by long-term Bitcoin holders, with U.S. ETFs absorbing most pressure to stabilize the market. Solana’s ecosystem remained resilient, driven by adoption in AI and DePIN projects, with the potential for SOL to exceed $500. Blockchain-based AI was considered undervalued despite offering greater decentralization and privacy.

Ethereum’s open interest reached record highs, indicating strong investor confidence and suggesting a likely price surge. Wacy expressed skepticism about the proliferation of Ethereum Layer 2 solutions, suggesting most would fail without a cohesive L2 hub, though he identified Base and Mantle as promising. He highlighted AI, DePIN, and RWA as dominant narratives attracting investor attention and saw speculative opportunities in less mainstream areas like decentralized science (DeSci). Quantum-related crypto projects gained traction alongside a surge in quantum stocks.

Wacy warned against relying on sentiment indicators, which were often misleading during market extremes, and advocated a contrarian approach to timing altcoin exits. He referenced analyst Cobie’s market strategies, including focusing on meme coins, as valuable during the bull cycle. Despite evolving dynamics, Wacy observed that Bitcoin dominance heavily influenced altcoin growth. He emphasized the cyclical nature of markets, which shift between narratives like memes, technology, and regulations. Finally, he advised focusing on quality investments with strong fundamentals over high-risk ventures. ^{[2] [3]}

Crypto Narratives in 2025

Wacy identifies key narratives shaping the crypto market in 2025. The AI sector remains a driving force, powering decentralized data models and tokenized tools. Projects like $RENDER, $TAO, $GRASS, $IO, $SPEC, and $GRT are leading adoption. AI agents, designed for trading and dApp management tasks, are gaining traction, with tokens such as $VIRTUALS, $LUNA, $AIXBT, $GRIFFAIN, $HAT, and $AI16Z at the forefront.

Memecoins continue to dominate, leveraging viral campaigns and community support. Examples include $PEPE, $POPCAT, $FARTCOIN, $MOG, $GIGA, and $WIF. Real-world assets (RWA) are expanding crypto’s reach into traditional finance by tokenizing assets like real estate and commodities. $ONDO, $OM, $POLYX, $CPOOL, $TRADE, and $PRCL are drawing institutional interest.

Decentralized Physical Infrastructure Networks (DePIN) are transforming wireless networks and IoT devices into tokenized assets, with projects like $HNT, $MOBILE, $AKT, $THETA, $AR, and $IOTX leading the way. Decentralized Science (DeSci) challenges traditional research funding through transparent models, highlighted by tokens such as $TRAC, $VITA, $RSC, $AXGT, $HAIR, and $RJV.

DeFi and infrastructure remain essential for the crypto ecosystem, with tokens like $EIGEN, $HYPE, $ZRO, $ENA, $AAVE, and $PENDLE advancing foundational technologies. Meanwhile, gaming tokens, driven by improved play-to-earn models, include $CAH, $CROWN, $PRIME, $SHRAP, $PENGU, and $ILV, signaling growth in the gaming sector. These narratives define the emerging trends and opportunities for 2025. ^[4]

Finding AI Agents

Wacy outlined a structured approach for identifying AI agent tokens with high growth potential, emphasizing market analysis and strategic decision-making. He explained that tokens are released through a bonding curve after reaching a $1M market cap, making them tradable via decentralized exchanges like Uniswap. Early acquisition, particularly soon after release, was highlighted as a critical period for potential gains, as 150–200 new tokens launch daily on platforms like Virtuals.

Wacy recommended monitoring new releases, analyzing trading volumes and liquidity, and leveraging tools like the Flipside Dashboard for insights into early-stage activity. He emphasized the importance of evaluating a token's utility over hype, focusing on projects with unique use cases or strong growth indicators. He also suggested filtering tokens by recent launches, assessing daily growth trends, and paying attention to community-driven momentum for identifying promising options. Lastly, he encouraged building a watchlist to organize potential investments while conducting deeper research into their value and market positioning. ^[5]

AI Agents Q1 2025

Wacy highlighted several AI agents as key projects to watch in Q1 2025. $VIRTUAL is the foundational token for all AI agents launched on the Virtual Protocol within the Base network, positioning it as a significant player in the AI sector. $FARTCOIN, a meme coin on the Solana blockchain, has gained attention through its mix of community engagement and cryptocurrency features. $GRIFFAIN is a platform coordinating a network of AI agents to facilitate on-chain user actions.

$ARC presents itself with a cryptic message referencing decision-making frameworks, while $ALCH, or Alchemist AI, offers a no-code platform for transforming concepts into functional applications. $AI16Z stands out as the first venture capital DAO operated by AI, showcasing innovative uses of artificial intelligence and collaborative decision-making processes.

$AIXBT analyzes CT discussions using a proprietary engine to identify trends and opportunities, integrating gamified engagement. $ZEREBRO operates as an autonomous system for creating, distributing, and analyzing content across decentralized and social platforms. $GAME supports AI agents with adaptive learning capabilities, enabling long-term memory and decision refinement over time. Lastly, $HAT functions as an open launchpad for AI agents, providing an accessible entry point for new projects. ^[6]