I started performing much better when I just traded momentum and strength as opposed to trying to predict future market rotations.

I used to always think ‘what’s next’ ‘what narrative can take off soon’ and try to position early. Now instead I focus on wherever has the clearest asymmetric returns.

People talking about ai cooling off. They’ve been saying this since October when the meta really took off. People said it in November. People said it in December. People are saying it now. People said it after goat, fartcoin and gnon ran big. Then came Ai16z. Then Zerebro, then arc. You get the picture.

I will keep playing ai until the market tells me there’s better returns elsewhere. I don’t mind losing on some of the last bets in this meta and switching later because switching too early and missing the runners we see right now is more costly.

In the last week alone there’s been 20+ ai plays on Sol running from sub 5mil to 30mil plus. Few plays have still run from sub 5mil

to 50mil plus in the last two weeks. As long as returns like this are on offer I will not be switching my focus and attention.

At all times, I want to be 100% focused on where the most asymmetric returns are and I will let the market tell me when that time is, as opposed to trying to outsmart the market.