Naive

whitepaper reader, fullstack developer
@communist

[Naive @ethnaive]

Maybe I am overhyping the idea of something like this mascot? But feels fine to me

[Naive @ethnaive]

I think Asteroid is probably one of those plays you just have to sit on your hands for, and magically, one day after a few months of pure shit and piss, you're up a few 10x's

[Naive @ethnaive]

@dambodev @onChainPharoh @CookerFlips it’s over 🥀

[Naive @ethnaive]

@onChainPharoh @PastelAlpha Insane position lol

[Naive @ethnaive]

And if you would, like I, want to make prediction markets based on trenching conditions and the success of others, soon you will have to look no further :)

[Naive @ethnaive]

Thinking eventually we will pivot into AI meta, completely, I do think that earlier today proved some sort of appetite for AI. But many strides to go before we see more, and as such, I've punted some capital at older coins - but a lot of the meta will rely on new ones.

Do note:

We are approaching a different period of time compared to winter '24 and people are less euphoric to just punt at anything that seems AI related. Will need to look for coins much bigger than just some backrooms and such, but a lot more flesh. Maybe we will see that flesh, or maybe not, but it's smarter imo to risk at any potential before all the threads come out on twitter.

[Naive @ethnaive]

Thinking eventually we will pivot into AI meta, completely, I do think that earlier today proved some sort of appetite for AI. But many strides to go before we see more, and as such, I've punted some capital at older coins - but a lot of the meta will rely on new ones.

Do note:

We are approaching a different period of time compared to winter '24 and people are less euphoric to just punt at anything that seems AI related. Will need to look for coins much bigger than just some backrooms and such, but a lot more flesh. Maybe we will see that flesh, or maybe not, but it's smarter imo to risk at any potential before all the threads come out on twitter.

[Naive @ethnaive]

@FTDAGU Wishing you a good recovery.

[Momodou ✊🏿 @MomodouTaal]

“We are not equal: our dead are in Paradise, yours are in Hell.”

[Naive @ethnaive]

Note to remain and continue to gain exposure to risk

[Naive @ethnaive]

Life is all risk, and then you die

[Naive @ethnaive]

This is in very early stages and I wanted to make something I would use, but looking to keep it engaging for many CT participants

[Naive @ethnaive]

Been working on a personal project that is looking to take strides in socialfi!

If this sounds compelling to you, or you have some
ideas/complaints/suggestions surrounding socialfi projects in the past that you have used, please DM me!

[Naive @ethnaive]

There is benefit to chasing these smaller, asymmetric wins though. Hardly anyone takes the effort (see: boop) and the catch-up time is abysmal compared to EVM. Strange side thought, but something to think about :)

[Naive @ethnaive]

Bought TGE, sold it immediately, but think I panicked in execution of my shorts for the most part. Glad to have played it in a way where I am

1. not delusional about the overall interest in pumpfun
2. not too euphoric about their goals and their miss-matched public effort

GP and especially BONK eco, I definitely should have punted more at during TGE. Often time we hear of taking these bets in groups but rarely or never act on the execution. Should be a lesson in itself for me to act rather than to wait for it to become more clearer

The climate for trading is changing and I believe we are reaching the apex for optimizations onchain (think: axiom, photon, bloom, etc) but not changing in the way ETH had a pivot from NFTs to shitcoins. Not yet, anyway. But it is clear that Bonk and it's eco right now are winning in ways that are similar to Opensea vs. MagicEden. Best to ride the outcome for now (obvious) until there is a drastic change either for Pump, or Bonk

I am optimistic about the future and do not think Pump are going to make any relevant strides that recover market share due to the nature of their team

[Naive @ethnaive]

This will either be my best, or worst financial decision to date

[Naive @ethnaive]

I do enjoy the occasional launchpad release here and there. Orca seems to be teasing something. But these are all froth if they do not throw money to otherwise support their own ecosystem. At best, they are extremely easy bets for those sharper on-chain and can just ask AI to create a script if they don't want to make their own. At worst, you are just free liquidity for someone better at retrieval than you.