Deep dives on early AI, Robotics, and TAO eco — before the crowd.
I research what’s next, not what’s trending.
Digging constantly to find the next asymmetric opportunity 👇
https://t.co/3RrLQuVMnZ
$EIGEN pumped 25% overnight — but most people still don’t understand why.
It is becoming EigenCloud — a bet on AI, agents, cloud services, and data.
The thesis is simple:
Big protocol.
Strong backers.
AI pivot.
Buyback mechanism live.
Token near the lows.
The problem?
Holder revenue is still near $0, while emissions + unlocks keep hitting the float.
But ELIP-12 can use 20% of AVS fees + 100% of net EigenCloud service fees to buy $EIGEN on the open market.
I posted the full deep dive 24h earlier on my Substack
If you want the alpha early - subscribe 👇
only been possible being in @leftcurvedao
joining has completely turned around my life and helped me refine my trading style
accepting applications for new members for the next week
if you wanna join send me a dm with proof why you’ll be a value add
The Holy Trinity is dead. Sadly due to the Orchard Pool exploit, I had to dump our entire $ZEC bag.
- While I think it's extremely unlikely of any minting, it cannot be formally cryptographically proved impossible
- The privacy from AI, govt, big tech narrative demands perfection not improbability
- I read about the exploit yday, and didn't appreciate how it violated my narrative mental map. The 30% dump, made me rethink, and I had to take profit on the entire position
- We will consistently re-evaluate our thinking and if my assumptions are proven incorrect, will rebuy, hopefully at lower prices.
- Privacy is priceless and I have no issue eating humble pie and rebuying much higher.
We still hold $WLD and are excited for Lord Elon to pump our bags.