My offer to buy TikTok is $20 billion higher than the next closest bid. 👇 #buyUStiktok
If China won't sell TikTok to us they will have shown their hand: TikTok is not a business, it's an espionage operation on the American people.
#tiktok#americansfirst#founderstok
Betting on Seller Exhaustion: My Strategy for "Technical" Bounces
We've seen a clear seller exhaustion setup over the last three days, and I traded it using this approach. Here’s a quick look at how I play these setups.
1) Stick to the Most Recent Solid Narrative
- Focus on the most dominant recent narrative that has lasted more than a few days - people actually enjoyed it -> it had actual communities and hodlers vs vultures.
- In this case, it was AI - glaringly obvious for anyone tracking the market over the last few months. Other narratives weren’t even close.
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2) Reframing the Approach: It’s About Signal Confluence, Not Catching Bottoms
- The game is about finding the best confluence of signals and betting on seller exhaustion - not nailing the exact bottom.
- The goal is to enter when risk/reward is optimal—after sellers are exhausted and price has stopped bleeding.
You're not trying to predict the exact bottom - you’re stacking probabilities and positioning when the conditions align in your favour.
What to look for:
- Sentiment shift – Shorts pile in aggressively, but price stops reacting to the downside.
- Majors absorbing bad news – BTC, ETH, SOL shake off negative headlines more easily, signaling sellers are losing control.
- Narrative leaders stabilizing – The strongest projects within the narrative stop making new lows, start consolidating on key supports.
- Technical seller exhaustion signals:
- Multi-timeframe confluence
- Decreasing sell volume
- Failed breakdowns
- Wick-heavy candles
Once these signals align, you’re not guessing - you’re taking a high-conviction entry with clear invalidation.
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3) Pick the Top Projects Within That Narrative
- Prioritize projects with real fundamentals, strong attention, or those that aligned well with the latest catalysts.
- Ideally the large + mid caps have T1 listings, allows the CEX players to participate.
- Select 2-3 projects per market cap sector for focus:
- Large-cap (>$100M)
- Mid-cap ($20M-$100M)
- Small-cap (<$20M)
The goal is concentration, not diversification - pick in each and size.
For this run I had:
- Large caps: ARC, FARTCOIN
- Mid caps: AVA, BID, ALCH
- Low caps: shared in tg.
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4) Look for a Strong Technical Setup + "Community"
Flywheel
- Choose setups with clear technical invalidation levels.
- Prioritize assets with a strong, active community - once price moves slightly, they amplify the momentum.
- Once the socials kick in, creating a self-reinforcing flywheel.
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5) Start With T1 Listings & Perps First for Your Picks (If Possible)
- CEX traders are often the smartest money in these conditions - they look for clean setups, have no bagholder bias, and are eager to take stabs at good plays. They tend to bet on the best proxies of the narrative, which is why I prefer starting with perps for my picks.
- Liquidity is another key factor - conditions aren’t always ideal, so prioritizing coins with Tier 1 exchange listings and perp markets allows for better execution and lower slippage.
- Once large and mid-caps in the sector show validation, onchain activity reactivates. CEX -> Onchain.
When Perp Plays Start Working, Rotate Into Onchain - But Time It Right
- Be early, but not too early, getting in too soon can leave you stuck, waiting for attention to arrive.
- Size in gradually, onchain liquidity is thin, and you don’t want to be the only one moving the chart.
- Favour newer projects still in your picked meta, onchain attention spans are shorter, and recency bias pays.
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To reiterate, in markets like these, it’s not about catching bottoms - it’s about stacking the right signals, positioning with conviction, and letting the market do the rest.
Na bijna 4 weken in Dubai kom ik tot de conclusie dat het ondanks alle (vooral negatieve) vooroordelen die ik had, hier zo slecht nog niet is.
Dubai heeft geen inkomstenbelasting, geen vermogensbelasting, geen winstbelasting, geen dividend belasting, geen belasting op vastgoed.
De stad is veilig, schoon, faciliteiten zoals scholen, ziekenhuizen, faciliteiten voor mindervaliden, en 24/7 bezorging zijn next level en er wordt gedacht vanuit een business mind. De economie groeit.
Overal zijn kansen en de sky is letterlijk en figuurlijk de limit.
Ondanks dat er ook echt nadelen en negatieve aspecten zijn, voelt 21% btw, 6,55% box 3, 25% vpb, 15%+ div belasting en 40%+ inkomstenbelasting echt totaaaal niet in verhouding…
In NL voelt het in steden vaak onveilig op straat, is het minder netjes, loopt de zorg vast, zijn er economisch gezien minder kansen en zakt de economie langzaam weg in het Europese beleid.
Waarom?
Top on DeFAI is in for medium term
Framework projects are grossly undervalued
I imagine arc/pippin/AVA all trade upwards of $1 Billion in the next few weeks, and I consolidated into these plays
$pippin $AVA $arc
Summary & Top Insights from Virtuals’ Twitter Space on AI Agents in Gaming
The Virtuals Twitter Space was an eye-opening discussion about how AI agents are reshaping gaming. The speakers explored how AI-driven NPCs, adaptive gameplay, and personalized experiences are pushing the boundaries of what’s possible in games today.
Here’s a detailed look at the insights shared and the real-world examples that are already making this vision a reality:
What Are AI Agents Doing in Games?
1. Dynamic NPCs and Bosses
AI agents are revolutionizing NPC design. They’re no longer static characters but adaptive and goal-oriented, capable of learning from players in real time. Imagine a boss fight that evolves based on your strategy, keeping the challenge fresh every time you play. This shift promises richer, more engaging gameplay.
2. Personalized Gameplay
Memory and interaction tracking are making AI agents highly personal. Picture NPCs that remember your past choices or dialogue and carry those memories into new games. This creates continuity across titles, making every interaction feel meaningful and unique.
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Case Studies Highlighting the Future of AI in Gaming
1. Pixelmon (Julio, Co-founder of Mon)
• Context: Pixelmon, an NFT community, was acquired about two and a half years ago and has been focusing on building in the monster-collecting gaming space.
• Application: Highlighted how ownership of trained AI agents as in-game characters makes more sense in Web3 than Web2. This ownership creates deeper engagement and novel gameplay possibilities.
• Impact: Explored the evolution of AI companions and boss characters in games, where agents are core to game design rather than an add-on.
2. Sovrun (Renz, Co-founder and CEO)
• Context: Sovrun is building autonomous worlds with agents that interact as equals with human players, sharing the same autonomy and access to game systems.
• Key Insight: Agents can mimic player behavior, evolve as content creators, and even generate entire game dynamics. For instance, agents could potentially design entire games where human players interact with AI-generated content.
3. Anime RPG Games by Avrik Saga (CMO, Anime RPG Studio)
• Initial Use Case: Began integrating Large Language Models (LLMs) to enable conversations with anime characters via platforms like Telegram before AI became mainstream.
• Notable Implementation: Built a 24-hour AI-driven Vtuber ecosystem, where anime game characters stream games and interact dynamically with players, reminiscent of Hololive (a popular Vtuber group).
• Impact: This approach expanded into a $5 billion market, creating infinite content and redefining game streaming and player relationships.
4. Nifty Island (Charles, Co-founder)
• Vision: Focused on empowering individual creators to build their own game worlds using on-chain AI agents.
• Case Study: Deployed AI characters dynamically within user-generated content. An example is the ability for creators to integrate iconic agents, like a merchant or Resident Evil-style NPCs, into their worlds.
• Near-term Goal: Launching features in weeks that allow players to fill their islands with interactive, AI-driven characters.
5. Illuvium (Kieran, Co-founder and CEO)
• Integration of AI Agents: Using Virtuals' Game Framework to power NPCs in their open-world RPG ecosystem, starting with their MMO's "Overworld."
• Case Study: Designed dynamic, AI-driven boss fights where agents adapt to player behavior, creating unique and increasingly challenging experiences every time a player engages.
• Objective: To enhance replayability and make the game more compelling for players through evolving AI agents.
6. Slingshot DAO (Zach and Tabby)
• Platform: A community-owned game funding and publishing platform for Roblox.
• Implementation: Using AI for memory and interaction logging, enabling personalized and transferable player experiences across games. For example, if a player interacts with NPCs in one Roblox title, the NPCs carry those memories to other titles, enriching cross-game continuity.
• Impact: This creates bespoke player experiences, enhancing retention and fostering deeper engagement.
7. AI Waifu Experiment (Avrik Saga)
• Case Study: Tested an AI-enhanced game character from the Korean game Nikkei, connecting it with Telegram for deeper player interaction.
• Findings:
- AI interactions like casual reminders ("When are we killing Diablo tonight?") had a 20% retention rate.
- More intimate, narrative-driven engagement ("When are we getting married?") spiked retention and click-through rates to 70%.
• Market Impact: Demonstrated the immense monetization and engagement potential of personalized AI-driven interactions.
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Why This Matters
AI agents are redefining how games are played and experienced:
• For Players: Games feel dynamic and tailored, offering endless possibilities.
• For Developers: AI scales content creation, making ambitious ideas achievable.
• For Web3: Ownership of AI agents aligns perfectly with decentralized gaming, giving players true agency in virtual worlds.
The result? Games that evolve with you, blur the lines between player and creator, and feel more alive than ever. Whether it’s dynamic NPCs, infinite content creation, or new game genres, AI agents are unlocking gaming’s next chapter.
What excites you most about AI’s role in gaming? Let me know
I don't watch the Olympics,
But a bunch of GAY SATANIC garbage just appeared on my desk.
I'm not surprised that France has gone full gay-pedo,
The West is finished.
There are men with beards, wearing dresses and lingerie, balls hanging out, twerking next to children.
Sometimes I genuinely wonder.
WHO THE FUCK THINKS THIS IS NORMAL???
Drag Queens are the new national symbol of France?
Gays and crime?
The Australian and Argentine teams got all their shit stolen out of their vans by migrants.
ROBBED.
This is the West now.
Gay and Dangerous.
French used to be about luxury, innovation, military prowess.
England's and Europe's #1 mortal enemy at one point.
Now they're just the gay butt buddies.
Do you all remember the Opening of the Beijing Olympics?
Thousands of completely coordinated Chinese men and women beating drums.
A display of absolute competence.
1,000s of people in LOCK STEP.
The sign of a competent and organized group of people.
France?
Gays in dresses twerking with children.
The Western World is toast.
It's actually over.
And it's over because no one else seems to think anything is wrong.
And those who do, won't do shit about it.
Too scared to even speak.