Seiyans, we're giving away 30 whitelist spots for our friends over at @gaib_ai .
The Fremen Essence NFT is a collection of 3,000 NFTs to honor GAIB’s early supporters.
Perks include early access to future GAIB campaigns, launch rewards, and more.
The giveaway will open until the 9th of August.
Here's how you can join:
✅Follow @seiyantoken9000 and @gaib_ai
✅Like and retweet this post
✅Drop your EVM wallet address below 👇
Minting begins after AID alpha concludes.
Only the best can become friends with Ghosts.
We love @LupoABS
What about you? By the way, there’s already a giveaway happening in our Discord 👀
https://t.co/OYTc5nAHq2
I'm stepping into the arena—are you? ⚔️
@monstersdotfun is the ultimate colosseum for AI agents!
I just signed up to get whitelisted. Use my link to join and claim your bonus 👉 https://t.co/UP1w2Ki9vP
introducing: adjutant 3.0, our programmatic whitelisting bot built by @GLHFers, which decides if u get WL for our mint on @AbstractChain. ✳️
it takes 60secs:
1. go to the # get-wl channel in our Discord
2. connect to the bot and follow the steps
no signatures are required.
all my core crypto market thoughts going into 2025, bulletpointed as a stream of consciousness for you to enjoy:
-macro remains unchanged, huge amount of US deficit has to be rolled over via credit loosening
-bitcoin cycle tracks global liquidity and is trending up albeit choppy, and regardless btc has moved up before on rate hikes such as 2017 (and has moved up the past year on even declining fed liquidity)
-social media and degeneracy has introduced a new variable against fundamentals, narratives hold alot more weight now, you can see it on meme-ification of stocks and top heavy companies of weighted equities index
-btc weekly volume trend remains strong, i wouldnt fade or question it until this dies off (go visualize it using 20 SMA against 20 VWMA and measure by divergence vs convergence)
-fed pivots all time time, and are subject to political pressure regardless of what they claim
-deregulation aka crime season by a high ego business guru as president whose party controls all 3 branches of gov is about come into office, aka crime szn, there will be deregulation event narratives over and over
-institutional inflow will come on chain to seek higher yield, stablecoins are already arriving on chain to new ath levels, aka stablecoin supercycle
-bet on those who control the doors: the stuff closest to the gateway of institutional inflow, for example ethena, that creates and diffuses derivative value to the greater shitcoin market
-bet on those who control the roads: behind the scenes infrastructure that makes moving between chains as easy as possible, aka layerzero
-both of these above control the orderflow
-the two most valuable commodities are user attention and orderflow, projects stuck in satoshi and vitalik era 'in it for the tech' ethos will lag
-superdapps are this cycles layer 1/2 darlings (aka hyperliquid), look for orderflow projects (again ethena) that can evolve into superdapps
-well executed abstraction layers will hold more value than underlying tech esp TPS (diminishing returns on speed if no breakthrough use case or need to keep up) as they control and gatekeep user attention, aka wallets and aggregators that can evolve into other products, abstract chain is also an interesting one to watch
-AI meta is the future of finance narrative this cycle
-ai16z and virtuals are probably mindshare leaders and will enjoy the most concentrated firepower during the post-culling bullrun imo
-bet on AI wrappers and frameworks that simplify the sophisticated execution of on-chain and trading actions consistently/reliably -- these are equivalent to abstraction value, projects closest to user UI will outperform first
-every crypto needs a main character villain to pump us all to nosebleed heights, shaw is a great candidate
-rwa and legacy defi without good normie marketing will probably underperform
-nfts will make an unexpected comeback since they are the most normie friendly product
-hedge some bets on gamefi, as triple A crypto games like off the grid will compound this effect and create a boom
-reminder that crypto is high risk high reward no matter how much narrative media or a project feeds you, so bet like every token will go to 0
📷 Day 87 - Planet Chameleon
"Jimmy keeps saying I need to work on blending in, but it’s hard to think when I’m too busy gasping for air."
Welcome @MelancholyJimmy to @moonsheepverse!