Second Satoshi

$BTC & $TIBBIR OG | Economist decoding the Token Revolution & Agentic Finance | Daily on-chain gems DM for collabs

[Second Satoshi @Sol_2032]

A Thread:

TIBBIR: The Stealth Revolution to disrupt the Fintech industry. A free and a month long Research into this project.

[Second Satoshi @Sol_2032]

Maybe!

[Con @__Con_]

If your portfolio is down anywhere near 20% recently, listen up.

This is a wakeup call.

Although it can offer great returns, it comes with lots of risks. Let me explain what I do differently:

The most important thing I do is invest in areas where there is asymmetry on both sides.

So either way, you win.

It's hard to find these types of areas.

But, when you do, that makes all the difference.

I've been posting where I think there is asymmetry within multiple areas.

The main niche I see this in is "the AI trade."

There are 3 different types of AI stocks (believe it or not), and while everyone is only buying 1 type, I'm buying all 3 as they ALL offer asymmetry.

Look.

The main stocks I'm buying can be classified into 3 groups.

1) AI enablers, 2) AI beneficiaries, and 3) AI distributors.

AI enablers are companies that aid the AI buildout. Think semis, energy, memory, neoclouds, photonics, basically $NBIS, $AAOI, $MU.

AI beneficiaries are companies that benefit off of the AI buildout. They usually can make their product better and cheaper. Think SaaS companies, and such, or $ZETA, $TEAM, $NOW.

AI distributors are different, though. These are companies that will distribute open-source AI models to people in the most efficient manner. Think $AAPL, $GOOGL, $META.

These 3 combined, are the stocks that will benefit off of the AI buildout.

But, what's happening right now, is investors are discounting all 3 of these.

For AI enablers, investors are saying "but what if AI returns aren't as great as expected, and capex stops"

For AI beneficiaries, investors are saying "but what if AI gets so good, it takes over their whole business"

And lastly, For AI distributors, they're saying "but what if closed models (not open-source models) get so much better that nobody would want to use these open-sourced models on their service"

But, this is crazy.

Investors have to be wrong.

Either, there is no way AI enablers don't gain more $ from capex spending, or there is no way AI beneficiaries get "vibe coded" by some dude in his room.

Same thing with AI distributors.

There is no way AI enablers don't get another burst of spending coming their way, or there is no way AI distributors don't have the best models (open sourced).

This is the asymmetry I'm talking about.

The second thing I do is diversify.

I know, I hate the college teaching of diversification too.

But I do something different.

I don't diversify my positions in order to diversify.

If you have a framework in which you rank companies, and one is clearly better than the other, don't split your cash 50/50 between the two in order to "diversify."

But, if you find multiple sectors that you think will do well.

But don't know which one to go fully on, then I'd say: diversify.

Split your money between them.

That's what I'm doing here.

I'm in 5 niches, all which I think will do well.

AI beneficiaries: $NOW, $TEAM, $ZETA, $HUBS, $CRM, $RDDT, $DUOL

AI enablers: $ASYS, $NVDA, $AAOI, $SIVE, $MU, $NBIS, $IREN, $OPTX, $BRUN

AI distributors: $META, $GOOGL, $AAPL, $AMZN, $MSFT

Crypto: $BTC, $ZEC, $SOL, $HYPE, $PURR, $CYPH, $COIN, $HOOD

Robotics (not humanoid robots, the suppliers to the humanoid robot companies): $AMBA, $OUST, $VPG, $HSAI, $TSLA

So I diversify between these niches.

Yes, can AI enablers (what most are buying here) go up tremendously in the future, yes.

I actually believe this is close to the bottom for them, and I know my strategy might not make the 4000% YTD returns such as serenity.

But I do believe it will make great returns, and not only that, but it will also keep your risk subsided.

So, I hope this helps, and, lastly, I'd be curious to hear:

What are your guys' thoughts?

[Second Satoshi @Sol_2032]

Show me a better crypto daily chart than this! That’s why you don’t fade the strong frogs. Over 73,000 of them. I just wonder if this is 10 bagger or 100 bagger. Time will tell. ribbita-by-virtuals:native

[Second Satoshi @Sol_2032]

The Takeaway: When the market bleeds, look for what doesn't break. ribbita-by-virtuals:native’s chart isn't just surviving the chop—it's establishing a rock-solid foundation for the next leg up. Strong frogs holding. ribbita-by-virtuals:native

#TIBBIR #AI #Crypto

[Second Satoshi @Sol_2032]

While crypto corrections shake out the weak hands, ribbita-by-virtuals:native is putting on a masterclass in price resilience. Holding steady around the $0.12, its relative strength during turbulence says everything you need to know about its underlying conviction. $TIBBIR

[Second Satoshi @Sol_2032]

Saylor’s buy high sell low BTC strategy might back fire! It seems the guy is just another retail investor with typical retail sentiment. Unfortunately, MSTR shareholders see him otherwise. Unfortunately, now, the chickens have come home to roost!!! $MSTR $BTC @saylor

[Second Satoshi @Sol_2032]

Just 5 Days ago, and now the shirt sellers having the last word. I never meant to seek attention or anything, I just thought it should be intellectually honest to cover all sides. Anyways. Too late now!!! $SIVEF @aleabitoreddit

[Second Satoshi @Sol_2032]

Sivers Semiconductors (SIVEF) Investment Analysis https://t.co/rFOeaE1aaP

@aleabitoreddit are you aware of the recent report by Ningi Research which presented a strong bear case against Sivers Semiconductors $SIVEF, raising several red flags!

[Second Satoshi @Sol_2032]

@aleabitoreddit @aleabitoreddit https://t.co/2ng8O84SJY

[Second Satoshi @Sol_2032]

Sivers Semiconductors (SIVEF) Investment Analysis https://t.co/rFOeaE1aaP

@aleabitoreddit are you aware of the recent report by Ningi Research which presented a strong bear case against Sivers Semiconductors $SIVEF, raising several red flags!

[Second Satoshi @Sol_2032]

Sivers Semiconductors (SIVEF) Investment Analysis https://t.co/rFOeaE1aaP

@aleabitoreddit are you aware of the recent report by Ningi Research which presented a strong bear case against Sivers Semiconductors $SIVEF, raising several red flags!

[Second Satoshi @Sol_2032]

@aleabitoreddit Off all your highest convictions, which 2 or 3 stocks will you buy today to increase your holdings? @aleabitoreddit

[Second Satoshi @Sol_2032]

This is hilarious.

https://t.co/YHds078lMc

[Second Satoshi @Sol_2032]

Folks buying Alts that are already beaten down should check this Ribbit stealth project that’s holding strong during this volatile time. ribbita-by-virtuals:native

[Second Satoshi @Sol_2032]

Most top crypto tokens hitting new lows, while the frogs holding tight. I wonder what this puppy gonna do come crypto banana zone! ribbita-by-virtuals:native

[Second Satoshi @Sol_2032]

Absolutely!!! Stay strong frogs.

[Altcoinist @Altcoinist]

$TIBBIR taxes the tourists.

here's exactly how it goes. they buy on pure hype, zero conviction. then they sit through a 7-month -75% correction, stressing and refreshing charts every day, for seven months. suddenly the “brilliant” idea hits:

"I'll sell at $0.10 and buy back 2x more at $0.05!!!"

problem: that $0.05 never shows up. (even if it did, they wouldn't buy, but that's another story). their impatient sell is the literal bottom. price suddenly rips out of nowhere. they FOMO back in at $0.20… holding 50% fewer tokens than they started with.

tldr: the risk is to the upside, and there's a lot of it.

[aeon ⭐ @aeonframework]

The most autonomous agent framework.

No approval loops. No babysitting. Configure once, forget forever.

https://t.co/8RySLYSQTz

[Second Satoshi @Sol_2032]

Agents growing! ribbita-by-virtuals:native

[Robert ₿reedlove @Breedlove22]

People keep asking how I stay in this shape at 40.

So here's the diet protocol I use to keep my body in an elite, healthy, and functional state (while everyone my age gets sicker):

1. I skip breakfast completely.

[Market Rebellion @RebellioMarket]

Every Trading Strategy Explained in 6 Minutes

0:00 - Fibonacci Retracements
0:27 - Chart Patterns
1:01 - Elliot Wave
1:51 - FVG
3:06 - Support & Resistance
5:01 - Volume
5:22 - Supply and Demand
5:50 - Break of Structure
5:58 - Change of Character

[Second Satoshi @Sol_2032]

!!!

[Сarm1ne @carm1nee]

Paul Tudor Jones predicted the 1987 crash, made $100 million, then spent years trying to destroy this footage

you will watch him lose $6 million in one afternoon, sit in his chair and say "total devastation" then make it all back with 100% interest

This documentary will change how you think about risk forever

Bookmark & watch it. Then read the post below - $90 billion from being right just 54% of the time↓

[Second Satoshi @Sol_2032]

The Micky Malka Pattern!

When investing in disruptive technologies, one must have the foresight to understand and recognize patterns. the following chart shows the Malka investment playbook.

IMHO, I think the 71K strong frogs holding $TIBBIR recognizes that pattern.