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Alea Research

Dolos – BULLY

January 6, 20258 min • Language: en

Meme Meets Machine

In such an overheated market within the AI agents meta, we argue that there is value to be found with a momentum trade as $BULLY trades around the $100M market cap range. This is a reflexivity trade dressed as infrastructure, but it’s still running on hype cycles. Nonetheless, the memetic value itself offers some optionality, as we can own both a piece of infrastructure and an AI agent that is in tune with the crypto culture, constantly farming engagement and attempting to go v...