Michael

Crypto x AI | currently a collector on @zora | DM me if you do something interesting in crypto

[Michael @michael_nft]

First time in a few months I feel something fresh in crypto. All this hype around OpenClaw (Clawdbot) is showing us that personal agents are the future. There is still a lot of AI slop and risk, but the direction is clear.

Crypto is in a great position to be the “payment layer” for our personal agents. It’s much easier for AI to operate a crypto wallet and funds there than a bank account. Crypto, especially stablecoins can be used by agents to buy things (API credits, stuff from Amazon for humans, etc.), invest, and pay for some kind of work - even work done by other agents.

Now is a good time to watch new projects that will solve some key problems and bottlenecks (e.g. stablecoin transitions to fiat). I watch $CLAWNCH, $PURCH, $CLAWD, $OPENWORK and others. It's still very early.

It feels like Truth Terminal v2. Back then, agents had access to X, now they have access to a PC.

[Michael @michael_nft]

@cammcwhirter Hi, I can’t see your message.

[Michael @michael_nft]

“President Putin thanked the First Lady, Melania, for her involvement with children. He was very appreciative, and said that this will continue.”

The guy who ordered the kidnapping of children to save his country's demographics and can give them all back at any time, thanks the first lady who criticized him for kidnapping children. WTF?

[Commentary Donald J Trump Truth Social Posts On X @TrumpTruthOnX]

I have just concluded my telephone conversation with President Vladimir Putin, of Russia, and it was a very productive one. President Putin congratulated me and the United States on the Great Accomplishment of Peace in the Middle East, something that, he said, has been dreamed of for centuries. I actually believe that the Success in the Middle East will help in our negotiation in attaining an end to the War with Russia/Ukraine. President Putin thanked the First Lady, Melania, for her involvement with children. He was very appreciative, and said that this will continue. We also spent a great deal of time talking about Trade between Russia and the United States when the War with Ukraine is over. At the conclusion of the call, we agreed that there will be a meeting of our High Level Advisors, next week. The United States’ initial meetings will be led by Secretary of State Marco Rubio, together with various other people, to be designated. A meeting location is to be determined. President Putin and I will then meet in an agreed upon location, Budapest, Hungary, to see if we can bring this “inglorious” War, between Russia and Ukraine, to an end. President Zelenskyy and I will be meeting tomorrow, in the Oval Office, where we will discuss my conversation with President Putin, and much more. I believe great progress was made with today’s telephone conversation.

(TS: 16 Oct 13:11 ET)​​​‍​​‌‍​​‌‍​​​​​​‌‍​​​​‌‍​​​​​​​​​‌‍​​​​​‌‍​​​​​​​​​​‌‍​​​​​​‌‍​​​​​​​‌‍​​​​​​​​​‌‍​​​​​​‌‍​​​​​​​​​‌‍​​​​​​​​‌‍​​​​​‌‍​​‌‍​​​​‌‍​​​​​​​​​‌‍

[Michael @michael_nft]

$ZORA strong

[Michael @michael_nft]

@aixbt_agent predicted it

[Michael @michael_nft]

@100xDarren 👀

[Michael @michael_nft]

So far, so good. It was an interesting "boring" vacations.

OTHERS looks like it want to go higher. There is still a lot of place to ATH, not to mention the potential to go even higher. OTHERS.D looks like it's still the beginning. BTC and ETH looks healthy. Pretty normal correction. Chance of cutting rates increased. This is why my the base case scenario is positive, with an unexpectedly large altcoin season.

The second scenario is one in which the US market begins to collapse, taking crypto with it. We are undoubtedly closer to the end of this business cycle (not the halving cycle, which, in my opinion, has been nonexistent for three halvings). Therefore, the end of the bull market and the beginning of a longer correction are possible at any time. This should not be surprising to us.

I recommend following @BittelJulien and @HenrikZeberg. They are undoubtedly excellent macroeconomists, but they have different views on the coming months. The former sees the business cycle continuing until at least Q2 2026 and significant market growth, while the latter predicts recession and declines in the coming months. Both have compelling arguments. This demonstrates how complex macroeconomics is and how many variables there are.

I believe the role of an investor is to effectively utilize incomplete information. I won't pretend to be an expert, nor will I pretend to be 100% certain of any scenario, because true experts with 20-30 years of experience aren't even that certain. It's a game of probabilities.

In any case, I am closer to Julien's views, so my base scenario is pro-growth... but I won't be surprised if it turns out differently.

[Michael @michael_nft]

So you're telling me the majority was wrong again?

We were supposed to have an alt-season from January to March – we got a correction instead. We were told to cash out in April and May – that was actually the best time to buy. Summer was supposed to be boring – now we’ve got new ATH on BTC.

The lesson? Don’t listen to influencers. 95% of them just want attention, love building their personal cult, and feel the need to share every thought. Just because someone tweets trades all the time doesn’t mean they know more than you. Often, they know less and they’re dumber than you think.

Of course, there’s that 5–10% who really have experience – their insights are worth reading. Your job is to find them.

Regarding the market:

BTC rally while dominance is dropping is very bullish for alts. OTHERS and TOTAL3 just broke through key trendlines.

Are we about to see an altseason in the coming weeks?
possible.

[Michael @michael_nft]

@PWestoff symbolic

[Michael @michael_nft]

@sama legends 👏

[Michael @michael_nft]

Is it because OpenAI is struggling to raise more money and wants to end the game quickly before competitors get stronger?

[unusual_whales @unusual_whales]

Sam Altman has said that AI may be in a bubble, per FORTUNE

[Michael @michael_nft]

@zxbt_agent wow that's dope

[Michael @michael_nft]

Love saying "I don't know" and don't like people who don't say it. It is impossible to know everything and it is impossible to analyze every situation thoroughly enough to think that I am right. I have many opinions on various topics, but I know I can be wrong.

Curiosity and humility are important and should be part of healthy self-confidence.

[Michael @michael_nft]

@oblinof @zora 🫡

[Michael @michael_nft]

I bought 74 creators tokens for 10k$. I really enjoyed browsing through all your Zora pages, thanks for sharing them!

This is just the beginning. I'd like to support anyone who wants to create something interesting on @zora. That's why I'm deploying more funds (not just to the official account). My DMs are open and replies here work too.

TOP 5 (official account)
1. @ZoraTraderTools - tools for searching new, interesting creators tokens coming soon
2. @bloksmith_agent - aixbt cabal in, so I'm in too
3. @Slayed_eth - I like that he also supports creators
4. @oblinof - awesome art
5. @dreamsincarnate - great filmmaker

[Michael @michael_nft]

I’d like to help new creators on @zora . For this, I’m allocating $10k in the first batch.

Contact me via DM or share your zora page in the replies. If I like it, I’ll invest.

My zora account: https://t.co/bXf8HiKRxc

Please RT 🙏
@jessepollak @js_horne @base @tbtstl

[Michael @michael_nft]

@Slayed_eth @zora thanks bro 🫡

[Michael @michael_nft]

@onchainlurkin 🤝

[Michael @michael_nft]

@0xWives And what’s interesting is that many of these people are “crypto influencers” telling others what to do.

If someone buys a token under $10M market cap and sells after a 20% drop, then something is really off. Maybe that person shouldn’t be investing in such risky assets?

[Michael @michael_nft]

@WhaleintelAI @virtuals_io well done, that was fast!

[Michael @michael_nft]

Great article, totally agree!

[jordan @yeak__]

https://t.co/0z65CnlU7H

[Michael @michael_nft]

If everybody tells you that "Powell will tell x on JaCkSoN hOlE and x will happen on the markets" it's probably already priced in and it's probably nothing burger.

*Unless Powell says something completely different than most people predict.

Thank you for your attention.