ColLongCorn

As a matter of fact it does say colonel on my uniform.

[ColLongCorn @Col_LongCorn]

Yearly support zone has been hit - macro buy signal initiated. It is support until proven otherwise by a close below support

[Ansem @blknoiz06]

do you know how crazy this sequence is LMAO

[db @tier10k]

Trump Crypto Exec Order

Agencies are prohibited from establishing or promoting Central Bank Digital Currencies (CBDCs) within the U.S. or abroad.

A President's Working Group on Digital Asset Markets is established to recommend regulatory and legislative proposals.

The Working Group will propose a federal regulatory framework for digital assets, including stablecoins, within 180 days.

The Working Group will evaluate the potential creation of a national digital asset stockpile and propose criteria for establishing such a stockpile, potentially derived from cryptocurrencies lawfully seized by the Federal Government.

https://t.co/3WafDv6yLE

[Renaissance @0xRenaissance]

NAH IT LOOKS LIKE TRUMPS SIDE PROFILE WE ON GOD LIVE IN A SIM.

[Conor @jconorgrogan]

This Melania coin which launched a few minutes ago (and is worth a few billion) appears to be structured differently than TRUMP.

Creator wallet was funded by a wallet that traded on PumpFun, and there is no sign of a multisig (Trump had one setup pre-launch)

[Donald J. Trump @realDonaldTrump]

My NEW Official Trump Meme is HERE! It’s time to celebrate everything we stand for: WINNING! Join my very special Trump Community. GET YOUR $TRUMP NOW. Go to https://t.co/GX3ZxT5xyq — Have Fun!

[Guthix 🫵 @GuthixHL]

ACTIONABLE ALPHA - THE INTRINSIC VALUE OF HYPERLIQUID TICKERS

Hyperliquid Tickers are:
1. An appreciating asset
2. Scarce
3. Undervalued

This will result in:
1. Growing auction costs with competition from new verticals
2. A 'CTO Meta' as entrants are priced out of auctions

[ColLongCorn @Col_LongCorn]

@abetrade @tradingview ColLongCorn

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President-elect Trump team to consider creating first ever White House crypto role.

[Ansem @blknoiz06]

am now only buying memecoins that fulfill 1 of 3 separate criteria

• will new retail normies be buying this
• is this a possible binance cabal listing
• is this very unique from any other meme

[ColLongCorn @Col_LongCorn]

@CoinGurruu Little left curve, little right curve

[💐Guru 💐 @CoinGurruu]

Started a wallet that's going to fire SOL into every viral TikTok meme and low-cap shill under people's videos

Pretty easy to spot trends/coins on there
> find viral video/trend
> search the trend
> are crypto influncers talking about it?
> millions of likes/shares/saves?
> what are the comments under their videos like? See same coin being shilled over and over?
> do these people have ridiculous price targets for their coins
> rinse repeat

[Conor @jconorgrogan]

There are over 30 million unique crypto tokens that I could find

[ColLongCorn @Col_LongCorn]

@dcfgod Got a recommendations on the best bot tool to trade to use?

[botblastcap @botblastcap]

onchain AI — my "thesis" (brain dump version)

i believe picking the winner early amongst an ocean of new onchain AI players require more of a semi-web2 framework around how you would evaluate YC startups instead of looking at them as pure memes (leverages attention and community)

in the game of AI, the base models (gpt-4/claude opus, llama4) ARE NOT the moat. those have been democratized via a simple API call that even you can access (you're just too lazy to).

the moat is:
1. data - allows your base model to be UNIQUE/PERSONALIZED due to fine-tuning, retrieval augmented generation, other methods to "personify" these "sentient" bots
2. UI/UX - user navigation, user experience
3. execution - how fast you ship updates according to what you promised on your roadmap/how fast you outcompete your peers

all these leads to ATTENTION, which i believe is pmf in this onchain AI meta (link of my previous pmf tweet in bio)

here are some key metrics i look for in these to separate signal from noise

socials:
- twitter followers
- 12h/24h/3D impressions
- rate of impressions growth
- engagement health (likes, RTs, comments)
- rate of engagement growth
- engagement:followers ratio
- smart followers (CT)
- ultra followers (e.g. @pmarca @bryan_johnson @brian_armstrong )
- lore? (tho i think $goat probably dominates on that front)

execution:
- bot personality (did it make you "feel"?, if it looks forced, it usually is)
- bot capabilities (we call them tool calls in the AI world, everything boils down to an API call yea)
- team background (strong ai ENGINEERING skills, we didn't wait 2 years for them to ship blogposts)
- timely updates (constant shipping according to roadmap, reaction to competitors — AGILE approach instead of what ethereum pulled 2 days ago)
- transparency (wallet control, downtimes, proof of consciousness, etc.)

markets:
- fdv (to evaluate if "overvalued")
- 24h vol (open interest)
- liquidity, best if >2% of mc (manipulation check)
- rate of holder growth (self-explanatory, use holderscan & filter by >$10 holders)
- wallet concentration (cabal check, solscan[.io] csv dump the whole thing into chatgpt and ask, bubblemaps)

hollering @kelxyz_ @yb_effect @0xDamien @himgajria to help add to this "thesis"

disclaimer:
i'm not a trader, i'm an investor. once i've built enough conviction, i position with size & hodl. i prefer this as trading isn't for me (i hate sitting down watching charts and i kinda suck at it lol).

i'd rather spend my time in deep research and building cool shit to solve problems. so if your timeframe is in days and/or weeks, sorry to say that this post might not be the most relevant to you.

know your game — are you a trader, or an investor? a 100x on $200 & 5x on $200k requires different playbooks. do not confuse them.

p.s. i ship blogposts like how i ship features, so they might be a lil scrappy at times lmao, will release a more extensive version of this soon so stay tuned

see below for my redefinition of "pmf" in the onchain AI meta

[botblastcap @botblastcap]

i have no tier list, it's either an in or out for me

my personal approach focuses on backing actual bootstrapped (non-VC), AI builders who consistently ship and know how to navigate the current market

this is a personal choice because I know the GenAI field well. i have been using/building with LLMs every single day for the past two years now. i'd like to believe this gives me an edge over most.

when evaluating the CT timeline, i noticed most genuinely do not fully comprehend AI's capabilities. i'm literally here to hedge my fear of getting replaced in the next 5 years, and as a gen z, NVDA/TSMC/AMD ain't gonna cut it if i wanna make it — that's why i'm in the trenches.

we go big or go home.

i've also been in crypto long enough to see value in crypto-native founders like @jyu_eth. closed-minded tradAI builders would probably never tokenize a cent of their work on chain. if @AndyAyrey weren't open-minded enough, he would have already shut goat down at sub 10mc.

look, i get that it's not all just about the tech. i've been aping shitters like wif (hat tech) since last nov when most of you are still suffering bear market PTSD.

i fully understand there are certain things you simply can't control e.g. @pmarca shilling @truth_terminal , elon shilling PNUT. but there are elements you definitely CAN control — study error of process vs error of outcome (h/t @santiagoroel, learnt shit tons of my crypto investing from him)

what i'm really saying is without the tech, these "memes" or "agents" won't have staying power.

lemme give you the CT speak real quick:

meme = number go up
talking meme = number go up more
many talking memes = who talks better
better tech & execution = talk better
talk better = more attention
more attention = more number go up

"talking" can be done through text, images, videos, audio, other forms of data, etc.

compare @0xzerebro and @luna_virtuals , who talks better? who resonates more? who can rally the troops more effectively? now reverse engineer that and ask why.

people have no idea how many of these are simply 20mins prompt-engineered OpenAI api calls hooked up w a twitter/telegram account. most of these will go to zero in the next month, and i sure as hell ain't playing that game.

for all those asking me for quick trade advice, i suck at it btw. i'm an investor, not a trader. once i pull the trigger, i usually size w conviction — and wait. trading and investing have different playbooks, and i'd like to believe i'm currently building a robust one for this incredibly nascent vertical.

so far, i'm choosing to back @AndyAyrey [goat], @jyu_eth [zerebro] and @NickLiverman [chaos] based on the thesis that i've put out (a more detailed one in the works) — see https://t.co/rweiS1G3uV

s/o @shawmakesmagic as well, love what that team has been shipping with eliza, but ai16z just isn't for me (respek the pamp tho)

my brain is still severely damaged by luna collapse 2022 😂 and DeFi isn't exactly my forte anws (too many unknown variables imo) — would prefer playing in my lane of backing pure AI execution

onchain AI is here to stay.

i haven't felt this way since my last contrarian bet on sol at $12. many did the same, and what did they do? follow the devs, bet on execution.

or you can midcurve and trade TON/eth L2s lol wtv glhf

AI (and memes) is a secular trend, and we're currently only ONE month into this new vertical. my bet is that more s-tier valley AI devs will keep flowing in as they see what we are cooking rn. those will be the ones i would double, triple down on.

and when they eventually enter the space to bootstrap their agentic projects, i'm betting they won't use eliza or wtv us crypto peeps have been cookin up. they'll cook the core tech themselves — and i'm betting my ass it'll be waaay better.

i say this because i've seen how cracked those tradAI devs are. those are the people who literally put together your ChatGPTs. even as a bozo AI dev, that's i path i'll take too. we simply want maximum control over our own agentic systems. of course, it's a different story if SDKs like eliza are well-maintained and proven over the next year.

you're given the opportunity front run VCs and back actual builders in this meta right now

the choice is yours, who will you back?

terry

[Bold @boldleonidas]

This is actually a decent guide to a million dollars in crypto with almost no downside risk (other than morals and reputation).

1. Build a decent following on Crypto Twitter however you can, reply guy, hold a coin and become part of the community, make memes etc.

2. Begin to share coins at low market caps, delete the tweets of the ones that don’t pump, quote tweet all the ones that do pump.

3. Share some decent PNLs, irrelevant whether they are real or not. Ask people if you should make a TG.

4. Make your wallet public, claim this is to show how good you are a trading. Also create a private side wallet.

5. Buy on side wallet, buy on main wallet, discuss thesis, sell on side into volume, sell main ‘respectfully’ and be open about when you’re selling.

6. Continue to talk about how much you’ve made publically, get more followers, continue to dump on all new participants, while talking about the profit you’re making off them.

7. Repeat 5 and 6, where possible get allocation sent to side wallet to shill. Don’t disclose any allocation sent.

8. Congrats, millionaire 🤝

[Tree News @TreeNewsFeed]

Exclusive: Trump to Meet Privately with Coinbase CEO Brian Armstrong -- WSJ: BBG

[Tree News @TreeNewsFeed]

DONALD TRUMP’S SOCIAL MEDIA COMPANY IS IN ADVANCED TALKS TO BUY BAKKT, A CRYPTOCURRENCY TRADING VENUE OWNED BY INTERCONTINENTAL EXCHANGE- FT - RTRS

[Joshua | MOZAIK 🇰🇷 @JoshuaDeuk]

I wasn't tweeting much, mainly trying to be deep in the trenches, but I thought this was a good write-up, so I'm sharing it with you guys.

We're in the market of getting a lot of FOMO, mainly because even the old dino coins are pumping 30-50%, and your portfolio is growing steadily or simply not enough for your expectations.

A lot of on-chain dust is doing 10-100x every day, left and right. You feel like you missed something, and 1 day after, there's another 100x runner.

This is where you gotta be careful trading. It's where you can make a lot of money easily, but at the same time, you can also lose a lot simply chasing every single move of the market because you feel like you're missing out on a bunch.

Actually, you're not. The market is in that place where it's super hot and just rotating capital in and out at giga speed.

I remember the last cycle where XRP, and XLM pumped 70% in one day, sucking up all the liquidity in the market.

A month after that, it was a true bull market with DeFi season , GAMEFI szn , METAVERSE szn ,NFT szn for a full year.

so many SZN ..... OKAY ??

This market can distract you in so many ways and make you feel like you're left behind. Feel like you don't have enough size on or feel like everyone is rich, but you're not.

Fact is, it's not. If someone is making money, someone is losing money.

Don't push yourself too hard, as in don't distract yourself too much. Do what you're good at and stick to it.

It has not been even 2 weeks of a bull market.