📌 In case you missed it:
Zoom out, go touch some grass/sand, and most importantly, learn to be fcking PATIENT!!
Enjoy...
00:00 Intro
00:30 Market Chaos
01:42 Don’t F*ck This Up!
02:52 2030 Economic Singularity
03:27 Global M2 & Bitcoin
05:12 Solana’s Dip
06:17 Financial Conditions
07:58 Economic Weakness
09:07 The Dollar’s Role
10:44 Trump & Tariffs
11:51 M2 & Crypto Cycles
13:01 ISM & Bitcoin
14:42 Altcoins vs. Bitcoin
15:56 Market Volatility
17:36 Solana Outlook
18:49 Portfolio Strategy
19:23 Fear & Greed Index
21:04 Market Recovery Timeline
22:09 The Banana Zone
22:47 Cycle Extended to 2026
Already got bullish plans with the 80% dev wallet.
Had spaces with the community and we discussed few things:
-locking a huge chunk of it
-airdropping to big communities like butthole holders
-onboarding some KOLs and partnerships
-Anon trading group token gateway
Bullish!
I’m gonna launch a meme on pump fun
- I’ll buy 80% supply
- No roadmap
- No utility
- No promises
- No financial returns expectations
- Just a meme for the community and cultural
- 0% supply i will keep
- 70% supply will be locked
- 10% will be kept for marketing if needed else it will be untouched in public wallet.
500 Likes & 500 Reposts and i will do this for the culture.
I will make zero $
I say this but if you spend an hour on this list every day you'll be more informed about the world
0 Economic News: NI ECO, NI FXKEY
1 UNITED STATES: NI US / NI FED
2 JAPAN: NI JAPAN / NI BOJ
3 UNITED KINGDOM: NI UK / NI BOE
4 EUROPE: NI EU/ NI ECB
5 AUSTRALIA: NI AU/ NI RBA
6 CANADA: NI CAECO / NI BCN
7 SWITZERLAND: NI SWISS/ NI SNB
8 NORWAY: NI NORWAY/ NI NOCB
9 NI SWEDE / NI RIKSBANK
10 NI NZECO / NI RBNZ
11 NI CHINA
12. TOP CRYPTO
13. BI (Bloomberg intelligence)
14. NI GOLD/ NI PCS
Honestly have loved markets since I was 14. Had an existential crisis in 2023 when AI made it clear that traditional trading would become obsolete.
But the cool thing about markets is the dominant strategy has never been static, ever in the history of markets
Right now, the dominant strategy is very clear
everyone smart knows
1] the alpha of qualitative trading is about to drop precipitously
2] and therefore the value of private data, channel checks and "small group" thinking is about to increase precipitously because
3] small groups or loose collectives can now afford an AI agent that processes their group knowledge to make better decisions
The question is how to build an ideal Ontology for this to happen. You need:
1. Privacy
2. Permissioning / ability to churn toxic members even without knowing who they are
3. Credibility scores and historical simulations of the group / individual calls appropriately adjusted for factor betas / things like trend
4. Group routing functions
5. real time awareness of the news to tell what's additive or not
6. economic lock in to ensure that the members are getting a good deal out of the arrangement which means
a. meritocratic payout structures
b. clawbacks
c. vesting?
7. coordination effects for social media/ narrative framing (repetition for example is beneficial)
8. Ability to detect manipulation or bad actors attempting to "pollute the alpha pool"
And ability to have a set of well designed AI agents process all of that and effectively manage it in a portfolio which is ideally externally accessible or at least auditable as a 'fund process'. Think "distribute alpha capture" but with native currency, relative anonymity and transparency so that members can collectively benefit rather than being mined by quants
And this is just a starter set of features
The question is: how to make this set of features salable to top performers / contributors. And the answer is invariably "Make the system so valuable to use that contributors could realistically make 8 figures interacting with the protocol"
So that's actually the killer feature. To get the best information flows on a network. You need to make something that has the potential to be the number one financially focused cryptocurrency in the world.
It sounds crazy. But I believe this is possible, given time. Doing this I believe will also expand the TAM of the overall market as there will be endless permutations of "Groups of people with economic lock in gathering around an AI agent who makes them more financially competent in the era of intelligence commoditization"
In the Y Combinator frame:
The problem: I love trading but trading is now obsolete due to AI
The solution: a hyper financialized network of people who love trading and want to stay relevant after AGI comes
Why now: take a look around anon