I just dumped my entire $HYPE and $NEAR position, I will explain why in my essay "Reality Test" dropping next Tuesday.
TLDR:
- Higher energy prices due to Iran war and inventory restocking
- 3 Mega AI IPOs between now and early Q3
- Prediction that Trump goes anti-AI to win mid-terms for Republicans
- I think highs in mrkts will happen btw now and September
- Time to take profit, and two-step in beefa without worrying about my positions
Meet "Tawan" (ตะวัน means “The sun” 🌞)
20-min Demo
AI Animated Film experiment (full feature is 90 mins)
With a $500 budget and 1.5 months of work, this story is based on my original idea from 2010... and today, the technology is finally ready to bring it to life.
AI showed me that solo creators can now manage an entire animation workflow. No need to pitch to big studios—you can fund yourself and bring your own stories to life. Without AI, this would still be stuck in my head.
(Of course, the quality is still far from high-budget films from big studios that have 300-600 people behind them, but I think the gap will close step by step in the future.)
This animated created by Seedance 2.0 on @dreamina_ai and @kinovi_ai and opening scene by @midjourney - thank you for watching.