these are the onchain projects ive found so far that fit my thesis around scarcity migrating upward through the ai stack
$Harness
$REPPO / $EVAL
solana:4t1xhKJd6oFGr98oWJoxYjLU74eFe7xiYSRDoX18pump
solana:4WtWLfKMMexVN5RkDAh88bs5rUx89GXuoDGnb7QVStar
if anyone knows of any others that fit this thesis, would be interested to take a look
I'm done engaging with my "For you" timeline for a few months/decades... π€ͺ
X algorithm is pure conflict information warfare
Why isn't "Following" our #1 default timeline, Elon??
@CryptoCurb how can we put this in the politest way possible @a1lon9
you're a criminal... no no, that won't suffice.
you're a scam larp extracting little bitch criminal.
better
alright monday morning mindfulness over.
Knowledge on Macro = Power for Onchain risk.
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October still looking corrective to me.
π Personal Bias: ~76k weekly 55 EMA fakeout first.
π» Invalidation: Weekly close below 74k.
Until then, Iβm keeping ~40% stabled for onchain conviction discounts.
@CryptoCurb how can we put this in the politest way possible @a1lon9
you're a criminal... no no, that won't suffice.
you're a scam larp extracting little bitch criminal.
better
alright monday morning mindfulness over.
BREAKING: Pentagon prepares every major US military base to operate for at least 90 days without outside electricity, fuel, water or supplies, anticipating a major war that could cripple power grids, break global supply chains and threaten critical infrastructure on US soil, per Fox News.
The plans include portable nuclear reactors, large-scale battery storage and microgrids able to disconnect installations from the civilian electrical grid entirely.
Low volume Sunday rituals save you money.
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> The macro.
BTC is up an impressive 50% in 3 months. Hold strength above 80k and we're looking very promising for continuation.
> Your portfolio.
How comfortable are you w/ your current holdings if BTC corrects? Are you over trading with too many holdings?
> Your risk exposure.
Everyone's budget and risk tolerance differ. Personally, I allocate top-down, weighting each tier by risk (excluding stables):
1/ Cornerstone Assets - $BTC $ETH
2/ Bluechip / Revenue Infra - $VIRTUAL $MET $IXS
3/ Onchain Conviction - robinhood:0xf44702b17d9abd53815f703e772f35e9c71a53af $META $DEXTF
4/ High R:R Gems - $TSLR base:0xd3e592e728ae3461bd97c7a6b359e1043dd83ba3 $IMP
> Your strengths and edge.
What are you strengths: Research Lowcaps? Trading? Holding Fundamentals? How much time do you have to allocate in this space?
All these questions help to hone your craft and shape questions like risk exposure around.
> Mind & body reset.
Possibly the most important - Health is Wealth β€οΈ
Hope you found this helpful. Anything missed?
you make a good point, moo and ai are extensions of micron and nvidia...
the ai bubble does look quite extended in the tradfi market, with many earnings underperforming too
the question remains, how do crypto investors price in these tokenised equity pioneers longer term... and what will happen wen more innovative ideas with the same pairing occur
first movers are important, and its equally a hedge on the long ecosystem too
@MCGlive@ArtofConviction wise man @ArtofConviction - permabull/bears pray into investors insecurities for engagement.
invalidations both ways are cards always on the table.
Marketing used to mean something before bundles.
A tokenβs success was tied to tangible work.
Organic technical marketing on finite resources.
Countless hours with doxxed devs strategizing.
Not freeloading fomo side wallets with supply/stables.
Thatβs how I helped advise multiple 100xβs last cycle.
I miss those days. Challenging... but fun.
Doxxed devs with integrity and a vision... These are the teams to help in the tumultuous times.
Someone willing to put skin in the game and cares for their community.
Who meets this criteria for real marketing? π
@GemsByTiger sadly very true, its why many of those genuine projects with good intentions and had work died.
its a brutal attention market, made a lot more complex by these manipulation mechanisms