will keep saying this over and over and over
There are 4 outcomes
Big win
Small Win
Small Loss
Big Loss
Your job is just to eliminate #4. You will have good trades, and bad trades. but as long as you eliminate the big losses, the other 3 outcomes will lead to consistent growth over time. Our decisions compound with time.
We will have both ups and downs. That's unavoidable bc we all make mistakes. But the goal is just to have higher lows and higher highs consistently. You might have a 20% win here, and a 5% loss there. Then you move onto the next one. It always comes down to probabilities and just putting ourselves in a position to win.
Microsoft cancelling Claude Code licenses because token billing became too expensive.
Uber reportedly burning through its AI budget in months.
GitHub moving away from flat-rate pricing.
This is the clearest signal yet that “per-token pricing” is breaking down at scale.
Because tokens were never the real commodity.
Compute capacity is.
Which is bullish for solana:EN2nnxrg8uUi6x2sJkzNPd2eT6rB9rdSoQNNaENA4RZA
The endgame of AI infra isn’t selling API calls. It’s building markets around GPU-hours, reserved compute, forward capacity, and eventually compute futures.
Just like cloud evolved from on-demand servers to reserved instances and long-term contracts, AI infra is heading toward financialized compute markets.
solana:EN2nnxrg8uUi6x2sJkzNPd2eT6rB9rdSoQNNaENA4RZA could become part of the liquidity layer for AI compute itself.
$NEAR seems to be in a good place from a narrative point of view, and from an r/r perspective looking at the chart.
Probably still a tad too early for the agent economy, but the narrative will start before the reality.
Good read here.
Plus NEAR benefits from increased $ZEC volumes and adoption through intents. NEAR did quite well when ZEC ran last year too. Maybe we get a similar move?