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cryptic1
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Btc
dom dropping
Sol
broken $200
And you’re becoming bearish ai sol plays?
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cryptic1
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I’m sure most of you know y22 but his twitter was unfairly banned and deleted by x and he’s now posting on tg instead Would highly recommend joining, one of the best traders in the space who frequently posts his trading ideas as well as market thoughts https://t.me/y22_trades
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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.
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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.
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Straight up winners keep winning szn
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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
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