the key to crypto has been hitting the correct rotation each cycle
> $eth to sol last cycle
> $sol to $hype this cycle
> always hold $btc
what will be the next rotation???? will there be one???
is hype the end game for crypto???
$SERV is one of the few crypto AI protocols that’s repricing on substance
This provides a tangible floor, complimented by an asymmetric bet
The reasoning framework is live across 10 enterprise & government deployments, including UAE work via Neol
The moat vs centralized is the buyer profile; sovereign data, auditable reasoning, onchain settlement
Closed labs can’t deliver all three
This provides a huge opportunity for open source decentralized operating systems, particularly those fuelling the agentic economy
This is an economy that’s only just starting to gain traction; imagine what happens to the value accrual for the picks and shovels when activity goes parabolic
the popular trades seem to be $hype $zec $near
i personally choose no diversification
the clear winner of these is $hype
its also the new coin, the hot coin, the first-cycle coin
convincing tradfi institutions to buy dino coins is harder
and everyone understands a revenue monster
imo just max allocate to $hype and you'll outperform everyone overthinking a basket of these 3
all 3 will probably win but conviction is the most important thing here
depends on your sizing i guess
im personally playing for a grand slam and so conviction is the most important thing to back sizing
no point in adding a couple relatively smaller trades when you know you hold the winner
all it takes is 3-4 home runs to make your entire career
pick your shots
thank you for your attention to this matter !!
$pitch is cooking and the world cup hasnt even started yet
$sato is cooking and most dont even know what it is
and what is the 'main runner' and precursor to both of these projects????
$upeg
the flagship v4 hook asset
its hook summer
buy the king and ride it to glory 🦄
$PITCH very interesting project on base, especially with me being a football lover. Might dump with people cashing out, but am holding this to see if we get to $10m.
NFA.
Forecasting Metas
Everyone expected $HYPE to continue, but you had to be open to $ZEC and $VVV.
I've seen the idea that each cycle has a major + meme. I think it's broader.
Each cycle has an interactive layer: ICOs, DeFi/NFTs, Memes. An engine for a new paradigm. That's next.
$Hanta Though it didn't get to $20m, an all time high of $13m - $16m is still good. Not at levels I would like.
Probably going to stick it out and let the scene develop even more. Redistribution into movement of the headlines/attention.