.🕷️

Jesus is King

[spyzer @spyzer]

My #1 conviction long term hold

"But spyzer, what about the model, it isn't proven yet"
"I don't understand the model"
"I don't believe their tech, it's sounds too out of this world"
"Why would they launch a token lol, surely larp. I'll skip"
"I'll buy in once I see 'real' results"
etc

That's exactly where the asymmetry lies in this trade.

No matter what it takes/how long it takes-- @patpltsang @ProductEMP& co are gonna make this company successful and through it prove the ownership model/democratize early stage investing. They are relentless.

$CPT will be known throughout the whole crypto space one day.

I wholeheartedly believe that. For now, I'll keep buying more.

Do your own research (makes it much easier to hold) don't borrow my conviction. I'll keep buying more

NFA

[.🕷️ @jfx05_]

@spyzer $cpt much higher

[spyzer @spyzer]

I’m 100% sure all attention will flow to Robotics soon, once the first mainstream success case plays out

Just as ChatGPT going viral gave us the AI szn where people made millions, I believe the first mass produced humanoid or similar event will give us a Robotics one

Onchain wise, it’s probably smart to start positioning yourself now already / do research into the whole sector

Before we go into what current plays I like, I want to mention this

Robotics and crypto are two industries that find harder friction vs AI<>Crypto

During AI meta there were a lot of teams building AI (slop) tek which all sounded very promising yet took little effort. The trenches didn’t know what the possibilities (ceilings) were, so we bidded literal slop to hundreds of millions. Crypto loves speculation

Robotics will be similar, but you won’t be bidding a pure hardware Robotics company— why?

- Robotics (pure hardware company) is very, very expensive, 50–100M of funding is usually necessary to start building,
- Salaries in this industry are insanely high. I would say a very good dev gets paid at least $200–300K yearly, while the crypto industry is willing to pay a maximum of $70–80K, so there’s that conflict of incentives
- Retention time is very low. Shipping takes years, most startups fail, and unfortunately failure isn’t something Web3 wants to hear (disillusioned industry)

So, once the narrative takes off, there will be a lot of teams coming out with solutions FOR pure Robotics companies (identity, machine-to-machine payments, compute, data marketplaces, shared world models , autonomous Robot DAO’s, ..,) and it’ll be mostly slop.

But there’s a few gems like this onchain already that aren’t slop + even hardware ones!! These are plays you should DCA for mid term atleast- don’t buy if you plan to sell tomorrow. That’s not the type of trade this is

I’ve got 4 favourites atm— let me know if you guys have others 🙏 I want to be exposed as much as possible to Robotics onchain
——

> $CPT // @EmpulserTech
ICM (ownership) coin, US defence company developing contactless power transfer solutions + Robitics-IoT -Drones, .. founded by Patrick Tsang, who has an incredible track record

Currently trades at 15M projected company valuation
——

> $ST // @the_small_thing

Building autonomous physical robots that clean the oceans. Officially backed by Marseille (big city in France). They are being adviced by people elite in their respective field. 780K mcap- chart seems bottomed.
——

> $CODEC // @codecopenflow

Codec is building Vercel for robotics which aims to make robot development as simple as software development. Since receiving $250K in funding via their @Pumpfun hackathon win, the team has shipped a first of its kind simulation application and is considering an ACE round to propel their seed cap valuation.

They just dropped SimArena, and it’s built by contributors to Huggingface’s LeRobot, one of the most respected open source projects in Robotics.

3.2M mcap
——

> $DEUS // @xmaquina

DAO-governed token that provides exposure to a treasury invested in private Robotics and Physical AI companies such as Figure AI, 1X, and Apptronik. Token holders can vote on investment decisions. A portion of profits from successful exits is used for buybacks.

Currently 21.2M mcap.
——

If you guys have any more Robotics projects for me to dig into, please share below and why you’re bullish on them.

Thank you

[spyzer @spyzer]

Curling

$Ratspeak

0xf1e9Baa65d418A9025e1851DD2D37f1AD208bba3

Thesis below

[.🕷️ @jfx05_]

@spyzer W

[spyzer @spyzer]

solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump --why is it running?

Opal is a behavioral data company turning consumer apps into detailed data pipelines for AI labs

Started as an AI gaming agent for the Pumpfun Hackathon, one that could learn and play alongside you, before smartly pivoting to in-game behavioral data collection.

Remember, OPAL was @TimDraper 's top pick on the @pumpspotlight 's hackathon stream. They eventually won $250k (for 2.5% of token supply) as one of 12 teams in the hackathon.

Next, Opal has been building a full system that captures gameplay and pays users in SOL/USDC for their behavioural data.

High quality data + addictive gamified incentives = a real flywheel.

“Backing from Birdeye and the Solana foundation for the largest AI-gaming raffle layer on chain.” -- from their website. Pumpfun also backs through the hackaton, lots of help w distribution channels/connects.

solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump also isn't a blank token -> session rewards, staking for priority access, and a burn mechanism tied to licensing revenue. Actual utility built in from the start.
--
Yesterday on @MCGlive, Josh (founder of @opalbotgg) revealed the following;

> A potential Google Cloud grant

> The launch of the Opal App packed with user rewards (TikTok-style swipe app launching soon with crypto rails)

Details are still scarce, but from what we know, it's basically KLED x Axie Infinity for RLHF (=important data for AI labs)

> Highly anticipated VC-related updates
(confirmed their ACE round with @MetaLeX_Labs is going ahead and BEFORE the seed round, which has a lot of interested VCs already lined up including @floodgatefund and @emergencecap)

Instead of us wasting money and time on 'pls bro claim' coins-- we should support these teams. They deserve so much more of that.

Additional in depth info on Opal from @ContentIsHot linked below.

[.🕷️ @jfx05_]

@spyzer @RiceBunnyCap Alpha

[spyzer @spyzer]

Why TA works differently in memecoins. And why you probably shouldn't buy that guru's trading course.

You can try all the trading concepts out there but realize that in traditional markets you are competing against quants. A chart is formed based upon data about the asset. If you draw lines you are basically trying to predict the nature of that data. In a downtrend looking to short? That means asking: how long will this negative data have impact and make people sell? And how much?

If you don't know what a quant (quantitative trader) is, let me explain.

As a quant, a signal in the market is anything that happens that they think is predictive of something else. The signals that quants excel at are things your average banker would never notice. Patterns buried deep in the math, only discoverable through large-scale data analysis and machine learning.

There's a huge amount of research dedicated to predicting things like the weather in Nebraska five days in advance. For example, if those quants determine that it's going to be three degrees hotter than the forecast predicts, that insight can matter. It might mean that a pipeline carrying oil from the Northeast to Texas, passing through Nebraska, could cost an extra 10 microcents per liter. With that information, they can enter the oil market and make money.

As a trader you see this prediction from them breaking structure and making the chart turn bearish. But maybe this pipeline extra cost only lasts for 2 days and after that it's the complete opposite.

A chart is formed based upon data about the asset. If you draw lines you are basically trying to predict the nature of that data.

In (meme)coins, you have a way better shot at having an edge. There are no quants in a memecoin that's been out for an hour. The data from memecoins is mostly too complex and irrational for deep machine learning.

So if you ever see a commodity or forex trader trying to sell you his course, think about this:

Why would he invest so much time in this and ask money for it if he were profitable? Can this guy consistently beat that vast group of quantitative traders who studied at top universities and have access to way more data about the assets they are trading?

I don't ask money for this guide because of that exact reason. I put in months of work to create this and the reasons I do it are the following:

>Heal the memecoin trading space through better education
>Grow my social accounts (lots of benefits there long term)
>Earn money through people who choose to use my discount code or send donations

No matter what type of trader you are in terms of experience, I think reading this guide will make you a better one. And for the most experienced ones, I linked free-to-access (higher tier) educational sources at the end.

[spyzer @spyzer]

Check the engagement on the post I quoted here

How to get onchain exposure?

solana:9XWWHExgN4yvyLRskzzfcr5AcBaqQ6UtwcDSVpUBsoar
A part of @EmpulserTech ‘s statement last week (21 may) ;

“We are undertaking a structural expansion into the United States defense technology sector, including the establishment of a dedicated US-based entity and R&D capability … We remain committed to building upon and supporting our existing technologies, integrating them where applicable while simultaneously developing new capabilities for the defense sector”

⏱️🤷‍♂️

[.🕷️ @jfx05_]

@spyzer @EmpulserTech 👀

[.🕷️ @jfx05_]

@spyzer 👀

[spyzer @spyzer]

There is an ownership coin onchain of a company that recently replaced its business to the US building frontier drone tech

But what do I know right?

People rather trade slop

[.🕷️ @jfx05_]

@spyzer Ty

[spyzer @spyzer]

How to easily spot a bundled coin;

(A coin I studied during my free memecoin guide which ended up going to zero after)

There are a few things I noticed from a quick glance:

> (Left red circle) The coin went straight up at launch and never came back down from the initial boost. This probably means the team was buying up the supply into that price level, or there was unusually high demand for the coin. But since this is a generic coin like “Rocket” that doesn’t appear to have anything particularly special, we can reasonably assume it was likely the team. In the bundling theory section in my free guide, there are also other examples shown.

> (Right red circle) The ratio of volume to market cap at the start of the launch suggests this coin is supply-controlled. If a coin reaches a $1.5M market cap on the first day while only doing $2M in volume, it indicates the coins haven’t actually been exchanged very much. In other words, some wallets are likely sitting on massive unrealized profits.

> (Right red square) 23,700 makers (unique wallets that bought or sold the coin) is too high, especially under current market conditions. The reported 6,700 holders is probably inflated as well, potentially through bots.

From this Dexscreener coin page, I went to the X community for the coin. There, I found the Rocket X account, which is verified and is also the creator of the X community. That makes it even more likely this was a planned launch. The team probably used the Artemis II launch as a narrative for marketing the coin.

While scrolling through the X community, I came across a video from a girl comparing the coin to Doge and explaining why it was supposedly undervalued. Any experienced trader knows this kind of content is specifically designed to attract people who are new to crypto or inexperienced. They are building a narrative to lure in money from people who don’t fully understand the scheme. If enough people buy into the story, it can become a self-fulfilling process.

Note: These are not necessarily facts about the Rocket coin, but rather assumptions. I’m simply using the Rocket coin as an example to explain these concepts.

A team controlling a coin is neither inherently good nor bad. It ultimately depends on their long-term intentions, which I do not know.

Probability wise, epspecially in low liquidity markets conditions as these- it’s best to completely avoid these plays.

[.🕷️ @jfx05_]

@spyzer 💯

[spyzer @spyzer]

Circumstances (uncertainty whether the name finding was true + bundling) killed momentum. Still elite tier narrative

Signs of accumulation here. Time will tell

$Tygr -- the Roaring Kitty

[.🕷️ @jfx05_]

@spyzer Gtygr

[.🕷️ @jfx05_]

@spyzer 👀

[spyzer @spyzer]

I just joined SOAR. IPOs are late.
Trade every startup before they go public.
OpenAI. SpaceX. Anthropic. Cursor.

https://t.co/KEilsSDQdF

You'll want to be early to this ☝️