cryptic1
@Square-Creator-902e6c9c86d7
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I was previously of the opinion that the inauguration would be sell the news but in light of the price action in December I have revised my thoughts:
-Btc fell from 108k to 90k
-Alts nuked
The market essentially reset. Additionally the equity market looks strong now that the Fed meeting has been digested, and this years started with strong etf inflows which I expect to continue in anticipation of the ease in regulations we’re going to see under Trump.
People who were going to sell the inauguration already did, and given the above I expect us to rally going into and beyond inauguration now. I expect the current dips to be some of the best buying opportunities we’ll get in the coming weeks.
I’m particularly excited about what’s to come for the ai sector. Even during the downturn we saw ai plays doing multiples but imagine how well they can perform once we’re in a market wide uptrend. I believe it’s becoming increasingly difficult to pick individual agents which outperform but this only strengthens the case for bidding ai infra instead imo.
These are the safest bids to me and I think we still see crazy multiples from here in the coming months.
-Btc fell from 108k to 90k
-Alts nuked
The market essentially reset. Additionally the equity market looks strong now that the Fed meeting has been digested, and this years started with strong etf inflows which I expect to continue in anticipation of the ease in regulations we’re going to see under Trump.
People who were going to sell the inauguration already did, and given the above I expect us to rally going into and beyond inauguration now. I expect the current dips to be some of the best buying opportunities we’ll get in the coming weeks.
I’m particularly excited about what’s to come for the ai sector. Even during the downturn we saw ai plays doing multiples but imagine how well they can perform once we’re in a market wide uptrend. I believe it’s becoming increasingly difficult to pick individual agents which outperform but this only strengthens the case for bidding ai infra instead imo.
These are the safest bids to me and I think we still see crazy multiples from here in the coming months.
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.
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.
Straight up winners keep winning szn
People over reacting to the perp listings
Everyone sold fartcoin because of the perp news and look what happened there
I think Ai16z and Zerebro will be fine but I think Griffain is cooked short term here
Also, I think it’s a very high chance we see spot listings on these ai infra plays in the next two weeks
Everyone sold fartcoin because of the perp news and look what happened there
I think Ai16z and Zerebro will be fine but I think Griffain is cooked short term here
Also, I think it’s a very high chance we see spot listings on these ai infra plays in the next two weeks
What am I waking up to wow
Majority of market participants know what plays are going to go up. Maybe 60-70% of people here can identify plays from which they can profit over the coming weeks.
The number which actually exchanges this knowledge for profit is around 10% though.
That’s what execution is. It’s the part between knowledge and profit, and where most fail. That’s why doing research and thinking more and more about a play isn’t necessarily profitable. It improves your knowledge but doesn’t help your execution.
I don’t see enough people give thought to execution here. If you’re looking to improve your profitability, consider reflecting more on your mentality and execution as opposed to allocating more time to researching individual plays.
The number which actually exchanges this knowledge for profit is around 10% though.
That’s what execution is. It’s the part between knowledge and profit, and where most fail. That’s why doing research and thinking more and more about a play isn’t necessarily profitable. It improves your knowledge but doesn’t help your execution.
I don’t see enough people give thought to execution here. If you’re looking to improve your profitability, consider reflecting more on your mentality and execution as opposed to allocating more time to researching individual plays.
Arc now a 20x since the tg call a month ago
Grph a 4x in 3 days
I keep small caps and early calls to my tg now.
New small cap being shared soon. Link to tg in my bio
Grph a 4x in 3 days
I keep small caps and early calls to my tg now.
New small cap being shared soon. Link to tg in my bio
Dip? What dip?
The markets literally showing you its hand for the coming weeks
The markets literally showing you its hand for the coming weeks
Ai supercycle (real)
Q1 is when people will realise Ai agent frameworks are the L1s of this cycle.
There are currently 10 L1s valued at over $3bil mc
Meanwhile, $Virtual is the only Ai agent framework to have breached that mark.
These plays are the easiest and most obvious of this cycle. I expect to see at least 3 valued in the billions by the end of Q1.
$Virtual $2.9bil
$Ai16z $884mil
$Zerebro $330mil
$Arc $214mil
There are currently 10 L1s valued at over $3bil mc
Meanwhile, $Virtual is the only Ai agent framework to have breached that mark.
These plays are the easiest and most obvious of this cycle. I expect to see at least 3 valued in the billions by the end of Q1.
$Virtual $2.9bil
$Ai16z $884mil
$Zerebro $330mil
$Arc $214mil
If there’s one coin to break the perps curse
It’s $Fartcoin
Fart Al Gaib
It’s $Fartcoin
Fart Al Gaib
Generally going against consensus has worked for me in crypto.
Whilst majority are doom posting Sol, I think it’s set for a bullish q1 and this is a great time to load both Sol and Sol assets.
Events are priced in when they’re publicly known ahead of time. For me the unlocks are priced in, whilst conversely I don’t think sol etf speculation is.
I expect Sol to perform strongly from now till March. Time to load up.
Whilst majority are doom posting Sol, I think it’s set for a bullish q1 and this is a great time to load both Sol and Sol assets.
Events are priced in when they’re publicly known ahead of time. For me the unlocks are priced in, whilst conversely I don’t think sol etf speculation is.
I expect Sol to perform strongly from now till March. Time to load up.
‘Chart looks like shit here’
‘Chart looks so good here’
In one of these scenarios you should be looking to buy more often than selling, and conversely for the other.
In reality, the opposite tends to happen.
‘Chart looks so good here’
In one of these scenarios you should be looking to buy more often than selling, and conversely for the other.
In reality, the opposite tends to happen.
$Arc trading like it’s about to pull a $Virtual
People have seen what happened with $Virtual and now @0thTachi has confirmed the model will be replicated with @arcdotfun whereby $Arc will be paired in the LP with each new agent launch.
Of course at this point we don’t know whether arc will receive the same level of adoption virtual has, which is why there’s a 5x difference in market cap. Therein lies the opportunity however.
The early signs are there to believe @0thTachi can make this the Virtual of Solana. The team has been shipping non stop, and appears to have links to the Solana team already. Most importantly we are also seeing great dev uptake which btw is the real indicator to keep an eye on.
All of us on ct can speculate as to how useful a framework is but the real proof is the dev adoption whereby arc already has 25% the number of devs Ai16z has in less than just a week. We’ve seen this with L1s previously where greater dev adoption was an indicator of how useful an L1 actually is.
If we wait to see arc match the same level of adoption as virtual, the market caps will be closer in price and the opportunity will be gone. If you believe the early signs are there that this can play out as the virtuals of solana then the r/r is still very much there for you.
The way its currently trading it seems many are taking this bet
People have seen what happened with $Virtual and now @0thTachi has confirmed the model will be replicated with @arcdotfun whereby $Arc will be paired in the LP with each new agent launch.
Of course at this point we don’t know whether arc will receive the same level of adoption virtual has, which is why there’s a 5x difference in market cap. Therein lies the opportunity however.
The early signs are there to believe @0thTachi can make this the Virtual of Solana. The team has been shipping non stop, and appears to have links to the Solana team already. Most importantly we are also seeing great dev uptake which btw is the real indicator to keep an eye on.
All of us on ct can speculate as to how useful a framework is but the real proof is the dev adoption whereby arc already has 25% the number of devs Ai16z has in less than just a week. We’ve seen this with L1s previously where greater dev adoption was an indicator of how useful an L1 actually is.
If we wait to see arc match the same level of adoption as virtual, the market caps will be closer in price and the opportunity will be gone. If you believe the early signs are there that this can play out as the virtuals of solana then the r/r is still very much there for you.
The way its currently trading it seems many are taking this bet
Something something generic warren buffet quote
This is the dip to buy
Adding plays which have shown clear strength this past week
Adding plays which have shown clear strength this past week
You think you’re late to $Fartcoin?
On Jan 3rd 2021 $Doge hit $1bil mc
5 weeks later, it was sitting at $10bil mc
On May 2nd 2021 $Shib hit $1bil mc
10 days later it was sitting at $20bil mc
On Feb 28th 2024 $Pepe hit $1bil mc
2 weeks later, it was sitting at $4bil mc
On March 1st 2024, $Wif hit $1bil mc
2 weeks later, it was sitting at $3bil mc
$1bil is where escape velocity can really kick in for memes, what will happen with $Fartcoin?
On Jan 3rd 2021 $Doge hit $1bil mc
5 weeks later, it was sitting at $10bil mc
On May 2nd 2021 $Shib hit $1bil mc
10 days later it was sitting at $20bil mc
On Feb 28th 2024 $Pepe hit $1bil mc
2 weeks later, it was sitting at $4bil mc
On March 1st 2024, $Wif hit $1bil mc
2 weeks later, it was sitting at $3bil mc
$1bil is where escape velocity can really kick in for memes, what will happen with $Fartcoin?
In the last week alone we’ve caught the following in my tg group
$Pnet 10x
$Jail 6x
$Arc 7x
Why aren’t you in?
https://t.me/+lw6leC9SyZQ2MGY0
$Pnet 10x
$Jail 6x
$Arc 7x
Why aren’t you in?
https://t.me/+lw6leC9SyZQ2MGY0