i checked X today for the first time in a while
and the obsession with $SI is crazy
$SI literally has the highest memecoin mindshare in all of crypto right now
a lot of it is FUD from people who feel threatened
a crazy amount is coming from $AI holders
another portion is from holders of other coins who feel $SI threatens their bags
and then there's the camp saying it's dead because it isn't already at $100m
even i thought $SI had good odds of hitting $100m last week
it didn't, but still hit $70m, which is crazy impressive given how this market has been
it's mostly ranged and consolidated since, which is healthier
but calling this 'dead' here lmao?
i had to zoom out
then zoom out again
1. $SI was literally trading below $2m market cap just ONE WEEK AGO
read that again
it's now up AT LEAST 15x, or 1,500%, in one week (even with this pullback!)
and an army of some of the biggest influencers in CT wants you to believe it's dead
name ONE memecoin of the same age that has performed better
just one
and btw, $SI is literally TWO WEEKS OLD
2. since so much of the FUD is coming from $AI holders, i checked what $AI's early days actually looked like
it took $AI:
- 40 days to hit $30m for the first time
- 44 days to hit $70m for the first time
$SI hit $70m barely ONE WEEK after launch
and $AI had:
- two 90% dips
- AT LEAST five 50-80% dips
$SI hasn't even had a full 60% dip since launch
so watching someone holding $AI attack $SI while it is correcting with the 'it's dead' FUD is pretty funny
especially when $SI has consistently done over $10 MILLION in DAILY onchain volume for the past week
it's literally doing ~$13 MILLION in 24h onchain volume as i write this
oh, and it's funny how they've all suddenly become the $SI expert when they missed the whole trade and fudded it from $2m to $70m
sometimes you just need to zoom out and do your own DD instead of blindly accepting the narrative pushed by people with vested interests
i wish $AI the best and hope it does well
i have several trencher friends who have been very cool to me holding it, so i don't want to see it fail
Nathan, the Long eco founder/main AI figure, also published a very insightful post yesterday that clearly shows his vision
you can see how strategic and longsighted he is
it would be much better for the AI community to align with that vision and push the right narrative instead of spending multiple posts a day fudding $SI and telling everyone it's dead
because all that does is make them look threatened
and that makes you ask...
why are they so threatened?
it also isn't a great look for their bags
and could backfire when $SI starts its next leg up
i'll end with this:
i've documented my trades publicly for years
and i have NEVER won by taking a consensus trade
not once
every trade i've taken was hated and heavily fudded
people only started glazing and aligning AFTER those trades shattered records and proved the consensus wrong
just an observation
A lot of the slop in this community is a big reason people are panic selling.
People need info to stay. "STFU and hold" isn't info, it's slop. If you think you can push a coin by telling people to shut up and hold, you've got a long way to go.
A thesis is for sharing your read on the narrative or posting news, not for putting people down.
Wondering why everyone's selling? Look at what's being posted. Share info, not judgment.
$SI hasn't stalled. The tweet phase is over. The event phase hasn't started yet.
Elon and Trump saying "SI is better" is already priced in. TJR leaving changes nothing. What moves SI next is on the calendar:
- Late Nov: White House sends Congress its official definition of Super Intelligence
- Early Feb: the Super Intelligence Force delivers its report
- Ongoing: SpaceXAI becomes SpaceXSI, and more companies switch from AI to SI
59K holders, and the top 10 own only about 12%. This isn't a few whales, it's a real community, and it's held its range for two weeks while paper hands leave.
BTC and DOGE both had 90% pullbacks and still became giants. It can chop for weeks. That's the price of being early.
Post catalysts, not complaints. Found a company switching to SI? Share it. That's a thesis.
Money doesn't come quick. It comes from being patient.
$Instinct thesis
Instinct is a viral personal AI agent company that just raised $1B at a $10B valuation, led by Sequoia. A month ago it was worth $2.5B. It's one of the hottest names in Silicon Valley right now.
AI agents are the meta, and this is the coin for the hottest AI agent company in the headlines. Every time Instinct makes news (users, features, funding), that's free attention for the ticker.
3K holders, top 10 hold only about 15%, and smart money is already in. The chart is holding the $280–300K support it's tested multiple times. The paper hands are getting shaken out on the chop.
A true hold at a level is all I need
$SI doesn't move on tweets. It moves on events, and the calendar is already full:
- Sept 29: White House Accord on Superintelligence, signed by Trump, Musk, Zuckerberg, Pichai, Jensen Huang, Brockman and Amodei
- Sept 30: Executive order replacing "AI" with "SI" across the federal government
- SpaceXAI is being renamed SpaceXSI
- Oct 4: Trump launches the "Super Intelligence Force," a federal task force with a 120-day deadline for its report
- Late Nov: 60-day deadline for the White House to send Congress its definition of Super Intelligence
Between events it's accumulation. Not every day is a $20M jump. Let the paper hands leave and hold for each catalyst as it hits.
People tend to know a coin will do crazy m’s after it has already done the m’s. No coin is guaranteed to hit crazy mc but by doing DD and researching everything you can you can have an edge to know which coins have a higher chance than others. People never ask “why” when it’s green, but always ask “how” when they’re in the red. Do you even know why you’re up on a coin? Or do you even how you got to the point in draw down? People want to trade meme coins and don’t even know why or what they’re trading.
@Cloverx8888 “$SI in Chinese is ‘死’ means death, FYI and people think the Chinese or China will adopt lol”
You kinda make it sound like China won’t adopt SI just because it means “death,” but it’s very common for words to have different meanings.
People don’t do their DD and start making up random rumors without having any evidence to back it up. Please do research and DD before you spread false info to people trying to learn.
Idk I wouldn’t say fishy. Lots of people are spreading things like bundled up and what not which in my opinion I think it’s coping for being in drawdown. If it is bundled well yk lesson learned, but again my opinion is just the community doesn’t seem to even know how SI reacts to catalyst. Sellers are getting out because they think it’s a scam. SI has reached a point where diamond hands are crucial to the success of this coin. Once paper hands are full out every actual catalyst not just some tweet will push the mc higher and accumulate until the next one. SI will always be known. At the end of the day even the people who don’t want to get into SI are talking about it so it’s getting the attention for sure. Now it’s up to community and patience.
People still don't get what $SI moves off of.
It's not Elon tweeting "SI is better." It's events.
SpaceXAI being renamed SpaceXSI is an event. The White House sending Congress its definition of Super Intelligence is an event. Every company that switches from "AI" to "SI" is an event.
Stop trying to force a big green candle. Not every day is a $20M jump. Let the catalysts come in as they happen and hold through them.
Look at my recent post about $SI it’ll explain everything and show you why you should hold.
Look at AI it went just above 300m why can’t SI do the same?
The slow hold back is due to change. Not everything can happen within a month. So many catalyst are coming and people are to focused on Elon tweeting about SI. Most of the holders haven’t even done research on SI and what makes it move which is why I’m posting this.
@HusserValley I’m trying to help everyone understand, people think that there’s been 100 of catalyst but in reality it’s just tweets with the “SI” in it. Trump coin doesn’t go up if Elon says Trump does it? Not every tweet is a catalyst.
People still don't get what $SI moves off of.
It's not Elon tweeting "SI is better." It's events.
SpaceXAI being renamed SpaceXSI is an event. The White House sending Congress its definition of Super Intelligence is an event. Every company that switches from "AI" to "SI" is an event.
Stop trying to force a big green candle. Not every day is a $20M jump. Let the catalysts come in as they happen and hold through them.
Look at my recent post about $SI it’ll explain everything and show you why you should hold.
I’ll keep correcting the record every time I see people lie.
For the record this is completely not true.
These claims all have the same thing in common, they tag me for engagement + never include any proof.