Finding edge in an increasingly unstable trading environment

https://x.com/Cryptotrissy/status/1977629443276313016

Had a great in person session with Moyai (codec co founder) yesterday going through the data pipelines and fine tuning algo’s for the SDK.

To my surprise, the layers they’re building is much deeper than I original understood and it’s a complete grounds up approach.

The way they’re handling connectivity to robots is very similar to how you might image cross chain or omnichain bridging but on a much larger and more effective scale.

For dApps to work across multi blockchains you need to support the different consensus mechanisms and speeds each chain is capable of. Similar with robots, each one has different motors, sensors, joints (actuators), eyes etc. If you want to create or use the same task or “app” with different styles of robots, how do you convert the format into different machines?

This is a core feature of the Codec sdk and they’re abstracting away all this complexity.

Right now there’s no way for someone to take a task like getting your humanoid to cook you dinner and have that applicable for any type of robot/humanoid.

If you show a Figure humanoid how to do it, you can’t convert it over to a Optimus humanoid. You’ll need to rewrite the entire code to match the humanoids capabilities and requirements.

Codec’s taking a modular approach where instead of building tasks for whole systems, it breaks each part of the robot down into core components like I mentioned earlier (motors, sensors, actuators, eyes etc). Meaning it can easily plug in to any type of robot/humanoid no matter its system and instruct it to carry out requirements based on individual parts.

We’re obviously going to see a global robotics race like we’ve never seen before. Any competent team will be bulldozing towards this as they know the incentive value for being one of the leaders will replace majority of the labour market (50% global GDP).

This is only one of the layers they’re working towards, I’ll keep sharing my research and helping them build in public so it becomes more obvious how large their ambition is.

https://x.com/Cryptotrissy/status/1978030344042381611

Robotics is the next industrial revolution

https://x.com/Cryptotrissy/status/1978331525000069594

CEX’s have been fucking over projects as long as crypto’s existed

https://x.com/Cryptotrissy/status/1978731162420854971

Daily Trading Journal - October 16th, 2025

How do I feel about markets today (majors & onchain)?

I think the most important skillset for understanding crypto’s movements the last 9 months has been trying to put yourself in the Trump’s family shoes and think about how they make the most money.

Early innings -> launched trump coin = massively liquidity event for their pockets and more dry powder

Feb to May -> create market fear to get better entries, went hard on tariffs once economy was close to breaking point and had best possible entries

May to Aug -> removed all tariffs, sent markets vertical again and added multiples to their net worth

Aug to Sep -> kept markets buoyant for WLFI launch, another large liquidity event for their pockets

Sep to Oct (current) -> would have cleared some cash from WLFI with previous positions being massively up. Starting the tariff talk again.

So after this mini thought experiment, if you had to create the most likely scenario, I would say the Trump family is up a significant margin on their core holdings + WLFI cashout. If I’m to make a bear case for markets then I would presume they’d send it down to find better entries as pushing it higher will take significantly more effort.

Macro is essentially the same as what I said in my previous post. Jobs declining, liquidity coming in, growth being outperformed by gold etc. If markets were to tank with the backdrop of rates and easing, it would look bad in the retail eye, putting the fed in an uncomfortable position to make some dramatic changes.

The more interesting topic is Trump being back on his tariff horse. In my previous post I said how the VIX looked to be bottoming out and we’d see some volatility within the next 3-6 months. Looks like it came sooner than expected.

VIX bottoming out and identifying it (fear index of S&P 500) meaning traders are getting increasingly nervous about macro situation and instability.

One of the hardest parts about trading for myself is seeing data which counters your thesis, especially on a shorter time frame which you need to take a very opposing position to.

This is what happened in AI szn where I saw a bunch of red flags for loss of momentum and top signals across the entire ecosystem, shortly after Trump coin launched and wiped everyone out. Even without Trump coin, the amount of new projects:novelty ratio was growing at concerning rates, meaning the narrative can’t sustain as fragmentation outweighs new flows.

Something that’s become increasingly evident is that the market appears to be getting quite tired of Trump’s irrationality. Apewood put it well saying there’s a lot of people who are tiring and desiring a break from markets (from headline driven market circus) than they are bearish.

Personally I feel this as well and the longer it continues the harder it is to show up with consistent energy each day as the game feels increasingly unfair, similar to what we’re seeing with Sol onchain.

It’s important to recognise that these are emotions and not signals, yes, they might apply to a significant amount of people and can be used for sentiment, although the people who move this market are rarely emotional and profit off others irrationality.

What are the most exciting narratives?

If I’m being honest this has probably been the most bored I’ve been with onchain in a while. Maybe it’s due to personal reasons/environment but there hasn’t been anything which gives me the urge to accumulate a ton of screen time.

BNB eco was the best runners we’ve seen in a while, as anticipated it lasted a week, partly crumbled by Oct 10th and partly by CZ’s ego + clowning himself with the hyperliquid stuff. I should of stuck to my guns and knew it wasn’t a +ev game for me to play.

Few thoughts on narratives:

ICM narrative refuses to die and is consistently the most talked about narrative I see amongst other traders. I guess you can fit prediction markets into that as they go hand in hand.

With Pasternak being him usual self, we’ve seen more competitors with ICM and Metadao which is bringing some much needed fresh air. I’ve been lazy and haven’t dug into either but they seem to be getting more legitimate mindshare compared to anything else I’m seeing atm.

While I don’t find them particularly exciting, I do think people are underwriting prediction markets with polymarket and kalshi raising at such high valuations. It’s clear they’ll have a token relatively soon and will be competing for the throne, meaning incentives and marketing will likely ramp up (can already see this with large CT native KOLs becoming ambassadors).

For those who are still actively playing onchain, I see better asymmetry in prediction markets than ICM in this current moment. Purely from optics and data, not narrative. ICM needs more groundwork and onboarding by the Solana foundation, predictions feel very visible and tangible with the numbers they’re producing, even if it’s a product that’s not enticing to CT users.

Useless has had some impressive strength and also carried up some other bonk eco plays. Was quite interesting to watch it perform while the entire BNB eco was hot and also recovering to ATH’s after Oct 10th. Not too sure what to make of it honestly.

Umbra had a nice launch and it was good to see the team not being greedy. Although I’m not sure why there was so much hype other than a beta to zcash for privacy. The tech wasn’t anything special and onchain sleuths would be able to find info if they really wanted.

Side rant; if there was a project that’s genuinely privacy proof, very few of us have high enough IQ’s to distinguish whether the encryption methods are legit or not. The smartest mathematicians from ivy leagues are scouted by government agencies to work on encryptions and many of the “privacy” protocols you see are government psyops.

Where do I see markets tomorrow (majors & onchain)?

At the time of writing this we’re sitting on my golden support level of 108k on BTC.

While I felt confident about the previous two touches of it during September, I can’t say I feel as confident about this one. Mainly due to its weakness against stocks, the VIX bottoming out over the past 5 months and the mental framework I shared early of putting myself in the Trump family’s shoes.

I hate to be a bear but there’s a lot more gravity towards the downside and cards being dealt against us to be bullish here. Much of the macro backdrop feels forecasted and it would take a large amount of positive news to send us back to ATH’s and beyond. It wouldn’t take the SPX to drop much to send crypto to goblin town.

One important date to keep an eye on is Oct 30th which is the deadline for the China tariffs and will likely end in a result for market direction. Based on this I can see us falling below 108k and chopping around with 100k as major support until the china tariffs resolve. (This also aligns with the next FOMC meeting).

Remember, being bullish is highly praised, being a bear is frowned upon but doing so at the right time can save you years of progress. Never feel bad for changing bias and listen to what the data + intuition is telling you.

If my predictions are right it’ll probably be smart touching grass for the next week. Last week of October will be where significant opportunities lie and probably the key area I’d be looking for a reversal and reassessment going into FOMC and china tariff decisions.

Onchain will bottom before majors, a trip to 100k would cause a lot of carnage though. Hard for it to get significantly worse than it is. Don’t do anything irrational, time goes much slower when you’re losing. Two weeks in crypto feels like forever but won’t have an outstanding impact on your future.

In the meantime I’ll continue doing robotics research, working with the Codec team and hopefully get some interesting longer form content done.

Sorry for the bear posting, hope I’m wrong (cockroach mode).

Unless Trump goes haywire, I doubt we go below 100k in the short term.

Seeing a lot of people say we’re going into the 90’s but round numbers and especially the number 100 will serve as a big psychological barrier to break.

I’m a bit hesitant at these levels and feel like we’re dillying in the middle still. A move down to 100k would feel like a much cleaner reset and give myself more confidence. Obviously this doesn’t need to happen and for the sake of my bags I prefer markets higher.

Stocks haven’t even dropped a significant margin yet which is quite concerning. Golds inflationary hedge narrative will eventually carry over to BTC at a certain price. Markets aren’t always efficient and these type of positions are where conviction win.

OG BTC whales selling have been holding down price significantly, check the glass node data.

For those who are down massive amounts on their ports the last couple weeks, don’t feel bad about the stablecoin/BTC warriors telling you that anything below a 10/20% dip on your port is stupid.

They’re straight up pussies. Imagine turning up to this industry everyday and wanting a 2x over a 24 month time horizon.

“But Cobie said you should get rich slow!” - alright go work a job for 20 years and dca into btc if you want to get rich slow.

Unless your 7/8+ figs, you should absolutely be swinging for the fences and trying to ride volatility as much as possible if you have minimal responsibilities or family to look after.

The game is getting to mid 6 figs, putting enough away for one, ideally two years of living expenses so you can swing for the fences and break into the upper echelons of society (with appropriate risk management of course).

If you’ve been on the sidelines with onchain or even wanting to sharpen your skills with different tooling etc, I think now is the perfect time.

You start to gain the momentum when everyone’s tapped out and sentiment should only get better from here, even if we go lower on BTC. Best time to snowball and dial in execution.

Might sound surprising but the good onchain traders have generally been some of the smarter market participants across all markets the past 6-9 months, hence you see multi week front running of macro events and majors.

Which is why you’ll find such bad sentiment across CT since onchain will dip hard then a couple weeks later majors will follow, making everyone assume onchain will get significantly worse.

By the time you get “confirmation” on majors your favorite coins have already done 2x.

Webpack revolutionized web development by formatting file types and assets.

Robotics is in a pre Webpack stage where many teams still “hand code” their data pipelines.

There’s a massive value pie for the team that unlocks these data pipelines.

https://x.com/Cryptotrissy/status/1980187593477169221

I know this might sound weird in times like these, but authenticity is one of the best traits to uphold.

In an industry built on crime and bad actors, it's easy to stand out as someone who's honest and hardworking.

There's a lot of temptation to make quick gains through dishonest means, and I believe that will come back to bite you—whether it's your physical/mental health, relationships, or finances.

I'm not religious, although I am very superstitious. I've found that the times I make the most money are when I'm actively trying to be a better person around friends and family.

It's very easy to shut off the outside world, especially when on-chain is hot and you're online most of the day. Even so, it's important to put positive energy into the lives around you.

Part of the reason I like writing is that I see it as a way to offer positive value and energy to others, which then comes back in different ways.

Obviously, I know that if I build a large audience and shill tokens, it will impact the price. That's why I try to focus on mindset and frameworks to improve both your trading and your overall quality of life.

Even as someone who's health-oriented and aware of emotional states, I still struggle to maintain a balanced lifestyle and strong mindset. Without disciplined routines, I imagine this market would have one-shotted me by now.

It could have been very easy for me to make a lot more money over the years through unethical means.

But I subscribe to a modified version of the Japanese three-faced concept:

1st face – you show the world
2nd face – you never show anyone
3rd face – you never truly see the spiritual realm

Even if people can’t see your wrongdoings physically, it’ll show in your soul and energy. There’s a reason some people give you an odd vibe when you meet them.

Despite all the crime we see in this industry, authenticity still remains the most important trait you can hold.

I’ve done hundreds of posts in this channel since I opened it in January and didn’t even mention coins for the first few months. I only wanted to focus on mindset/trading frameworks as everyone with telegram channels were mostly memecoin scammers at the time.

Even still, the write up above might be the most important one I’ve ever done.

You can see the down stream effects of people like Cobie who just sold Echo for $375 mil. Someone who’s been in the space for over a decade and has always shown up with good intentions and a very unbiased view on how builders/funds/KOLs should conduct themselves.

Threadguy is another great example of someone who’s adapted an authentic approach, leading him to go on a generational run. First partner was Phantom and now signing Polymarket, I can promise you these deals wouldn’t be for a small amount either.

Being genuine and authentic isn’t enough to make it. You still need to be an absolute killer at what you do and in the 0.001% of this space.

The reason majority slip off the mountain is because when they’re in that top percentile of performers, the magnitude of money and growth available to you if you take a few short cuts becomes exponential.

Temptation becomes too high when 7, 8, 9 figures can fall on your lap for doing a bit of “dirty” work that no one should find out about.

Like I mentioned in my previous post, you have 3 faces. That final face which can only be sensed in the spiritual realm and is that intuition you feel in your gut when you meet someone. We all know that person who gives us the creeps and we don’t know why. Chances are there’s a pretty good reason and they’ve acted in ill faith at some point.

You carry around debt you owe to the universe until you eventually pay it back by good means. Everything is energy and at some point your time will come where you’ll need to pay your dues.

I’m not really a believer in religion, heaven or hell, I ascribe to the simulation theory more than anything (I’ve done too many psychedelics). Although it’s still my core belief that those who do wrong have wrong done to them, maybe tomorrow, next week or 30 years done the line.

This post isn’t me trying to be a white knight of the space either. We all have to push the edges of how we shill narratives and coins etc, including myself.

From my experience over the years and being exposed to dozens of opportunities which could of been a short cut, I’m glad I never took them because it not only reflects in future opportunities but a stain that’ll stay with me everywhere I go in life.

You can genuinely change your life with a bit of tenacity and building, writing, streaming in the right areas with genuine passion. Key word “passion”.

The elite can smell passion and the authentic can smell the unauthentic. The quality of your work and demeanour towards it reveals a lot more than you might think to those that have been around the block a few times.

If someone’s been to the top then they know exactly what’s required to get there. Anything that doesn’t meet that requirement simply isn’t good enough and they’ll blacklist you of being able to achieve in their mind.

You might be able to mask it for a while but in the long run, small red flags pop up, accumulate enough of them and those who act with good intentions don’t tolerate it, eventually fully cutting you off, 3 strikes and your out type beat.

Maybe karma finds it way through health, family, relationships, spiritual etc. Just because you’ve made easy money doesn’t meant mean it won’t bit you in other areas of life.

Don’t sacrifice your spirit for short term gains, you’ll pay the price eventually.

MetaDAO vs ICM Run

Been meaning to dig deeper into both of these and while markets are slow I thought I’d do a short thread on the key fundamentals for both.

https://x.com/Cryptotrissy/status/1980909513667383590

Profit Taking Models

Gave a couple examples of my favourite ways to take profits and trading advice which allows you to scale your port from low valuations

https://x.com/Cryptotrissy/status/1981246877132628067

$SWTCH is an interesting project.

It’s a decentralized oracle providing real world data to blockchains. Plays a big role in prediction markets by bridging external data (sports scores, election results etc) onchain in real time.

They integrated Kalshi’s regulated market data, streaming thousands of Kalshi’s event odds onto blockchains. Meaning any Web3 app, such as decentralized prediction markets can easily use their real time probabilities from Kalshi’s platform.

Developers can customize their own oracle networks or use Switchboard’s feeds, they have access to built in randomness and secure secret storage for things like API keys. Making Switchboard suitable for event driven markets, like updating prediction market odds or settling outcomes immediately when real world events occur.

They’re the only oracle which can handle x402 as far as I know. x402 is an open payment protocol from Coinbase that revives the HTTP 402 “payment required” status code, letting AI agents or bots pay for services in real time via crypto. Instead of using API keys or subnoscriptions, agents send a request, get a 402 response with payment terms, then pay in USDC (via Base) and retry the request to access the resource.

x402 lets autonomous agents pay for data/services, Switchboard provides that verifiable data (prices, predictions). An AI trading agent could query Switchboard for BTC/USD prices, get a 402 response, pay via x402 and act on the result.

This is quite similar to the MCP narrative.

Pros:

- Patented with kalshi (CFTC regulated exchange)
- Raised 3.5 mil seed and 7.5 mil series A with tribe capital as a lead, participation from Solana, Apto’s & others
- Reported 100k+ registered users and over $2 bil in total value secured (TVS) by its oracles as of 2024
- Direct beneficiary to the prediction market sector growing (underlying infrafrastructure
- Fits into X402 narrative
- $5B+ across 7 blockchains for 50+ protocols like Jito, Drift, GMX and Kamino. 3+ years of battle tested data provision
- Listed on binance alpha
- You pay in the native token for services (more demand)

Cons:

- Oracles not a very shiny narrative
- Competition from chainlink and pyth
- No token utility yet
- X402 is cool tech but probably a short lived narrative

Catalyst:

- Draftking using polymarket as its clearing house (not integrated with polymarket but still good signs for adoption)
- NHL signed official data partnerships with both Polymarket and Kalshi,
- Major backing from firms like ICE (Intercontinental Exchange) and deals with DraftKings and the NHL with prediction markets
- Dev hinting at revenue model on twitter

Polymarket and Kalshi going head to head is bullish competition for all ecosystem related tokens.

SWTCH captures both the prediction market infra and x402 narrative quite well by being an agent oracle. If they can integrate polymarket as well, they’ll have the chance to power a lot of the prediction market dApps.

Not sure how high the upside is on this being 20 mil, can’t see it doing crazy multiples from here. I only hold a small bag which won’t have any meaningful impact on my port.

There’s little info on the real time revenue and volume they generate, feel free to dm me if you have anything on it.

Just sharing research out of the love for the game and I said in previous writings I think prediction markets are being overlooked with the numbers they’re doing, will keep searching for interesting plays.

Go join Wenmoons new telegram channel.

One of the best and most active onchain traders who hits basically everything that moves.

Had his account frozen and lost access to his old channel. Good reminder to double check your 2fa’s on everything and have back up accounts, can never be too safe.

https://news.1rj.ru/str/wenmoonshotspt2

Daily Trading Journal - October 27th, 2025

How do I feel about markets today (majors & onchain)?

Was partly right and partly wrong with my predictions last week.

Was right in a sense that we got a move to around 103k and onchain was quite dead for the following week, this week leading into FOMC has been much better for onchain and prices across the board.

Was wrong in the sense that we stayed below my golden 108k level for a very short time period, I was expecting more fud from Trump and thought he would of been slightly more aggressive in tariff negotiations.

Something thats difficult is dealing with the fact you know markets are very over leveraged and a slight crack will crumble everything, but trying to go against the trend will be very damaging, not just financially but mentally.

Constantly having the mindset of “this shouldn’t be pumping, it needs to break soon”, while markets can stay irrational much longer than many of us like to admit.

One important thing to note is that every presidency makes their money through markets, so every family is heavily inclined to send markets up in the long term throughout their campaign and has the highest incentive to do so (SPX always making new highs).

Why hasn’t stocks money flowed into crypto? Think it really boils down to investors coming to realization that they know how rigged our industry is to insiders and grifts.

As a trader you need to assess what your edge is in any given environment, the past couple years in crypto have clearly shown those closest to the heart beat are taking 90% of the profits every time. With stocks, there’s a lot more legislation and ruling which minimizes insider trading compared to crypto.

So the average trader is looking at their edge in an open market and seeing that each dollar earned is significantly skewed against them in our industry. The reason capital flows in markets is due to people believing they have outsized edge compared to any other sector to make the easiest money.

Hence the 2021 bull run fomo we saw as you could be blindfolded throwing darts at a board and almost everything went up at some point. Fast forward today and even the best of the best are getting carried out frequently.

There hasn’t been a single person who’s remained unanimously right on markets for the past 12 months, something we haven’t seen before.

What are the most exciting narratives?

$VIRTUALS (1.1 bil ATH) - new robotics pivot

$MET (320 mil ATH) - meteoras token launch

$GIGGLE (290 mil ATH) - BNB meme with binance listing

$AT (220 mil ATH) - oracle coin on BNB, narrative from binance tweeting there needs to be a prediction market oracle

$CLANKER (140 mil ATH) - launchpad on base with good revenue and buybacks, speculation for base szn

$AIXBT (102 mil ATH) - beta to virtuals and x402 narrative

$PING (80 mil ATH) - x402 memecoin

$PAYAI (68 mil ATH) - x402 infra, good product

$ORE (65 mil ATH) - mining Ponzi with strong revenue

$GAME (42 mil ATH) - beta to virtuals

$BOT (35 mil ATH) - new robotics coin which looks very grifty

$AVICI (30 mil ATH) - neo banking coin from MetaDAO

$DTV (20 mil ATH)) - Tim Drapers CCM coin, multi billon tier 1 vc

$VALOR (14 mil ATH) - speculation on being WLFI team and stablecoin product (probs scam like the other dozen coins)

$ARENA (11 mil ATH) - AI model trading interface

$MRDN (7 mil ATH) - x402 payment tooling on base

$PERCOLATER (6 mil ATH) - memecoin of toly making a fake perp dex repo on GitHub

$DIRA (6 mil ATH) - x402 agent marketplace

$LOYAL (5 mil ATH) - privacy coin on MetaDAO, similar to umbra

Missing a few coins as I’ve been doing some deep in person work with the Codec team the last week, will see more of it soon.

Where do I see markets tomorrow (majors & onchain)?

Key considerations:

⁃ China fud is over and a deal has been agreed upon
⁃ FOMC on OCT 30th - 98% for rate cuts

Most important consideration is rate cuts in December which is being priced in at 88% likely. Everyone will be focused towards this and toning in the upcoming FOMC will be very crucial to how traders perceive the following FOMC.

You can make the argument that BTC’s been in a 100-125k range for 170 days. I don’t exactly agree with this as the first 60 days was slightly different PA and environment, nonetheless there’s a ton of accumulated trading in this area (much like summer of 2024).

A bull case is BTC rarely trades like this on long time horizons in accumulation zones without breaking upwards. It’s an asset which staircases down, ranges then elevators up. As this asset matures (ETFs), the PA will change overtime and it’s not smart being hard stuck by a certain pattern.

This is the longest BTC’s remained in a sideways range while being within 20% of ATH’s we’ve ever seen by a long margin. Which has mostly been due to OG whales offsetting ETF inflows. Saddest outcome is OGs offloading their bags in a multi quarter range, falling right into insti’s laps before ripping higher.

From a positioning standpoint, it feels like people are on the lighter side after 10/10 which carried out significant flows due to poor management and majority of new money on this leg from 103 to 115k the past week is insti/non natives.

Playing FOMC:

From my perspective, native positioning is lighter while the move was more institutionally driven (less leverage in the system). We’re around 4-5 days from FOMC, I doubt we trade lower than 113k and range/go up for the next 3-4 days leading to the event, slight pause derisk as positioning gets too heavy with natives adding leverage, positive toning for jobs and unemployment, sending markets higher with very strong confirmations for a following cut in December FOMC.

Onchain will follow a similar pattern, although sells off going into FOMC are typically a little harsher but the recoveries are much stronger when people realize they’re offside. The fact we’ve had such a strong last 4-5 days makes me believe this will be the case once again and we’re going to see good volume and runners for the next 2 weeks.

Really nice to see utility plays back on the menu thanks to x402. Also with the optionality to play 3 chains at once (Sol as home base, Base for x402/AI, BNB for listing crimes).

X402 is very cool tech which will unlock a lot of commerce onchain. My issue is we won’t see many exciting use cases straight away as the tech has a more compounding effect. As more protocols integrate it, then it becomes more widely used and a “standardization” that slowly trickles into every app/product. Short term = boring, Long term = exciting.

I still think it sparks good conversation and is a novel catalyst to get people invested in utility once again.

There’s quite a few concurrent narratives all shimmering in the background (neo banking, AI, robotics, x402, predictions, privacy, futarchy/ICM), while it does pay to play and research all of them, it’s evident the biggest PNLs have come from specializing in one and watching it like a hawk.

Look for mis balances in attention + flows then picking your exit and not over staying your welcome. Conviction has never been more important and luckily we have a flavour for almost every utility asset type, just a matter of picking your timing and catalyst. First time multi day holders market has looked good in months.

Before writing this post and doing some research, I felt like I had no edge on the current environment or sense of direction on markets.

Safe to say I’m back on team bulls, never stop journalling.

How many chairs do you sit on?

https://x.com/Cryptotrissy/status/1983086813251285076

Robotics just had its biggest green light moment.

Humanoids are here and only going to be accelerating. My thesis for the last few months just received the final nail in the coffin.

This sector is going so much higher.

https://x.com/Cryptotrissy/status/1983398597782548569

What I’ve been working on this past month with the $CODEC team.

All jokes aside, I’ve been working very heads down in the background with Moyai, Theo and the rest of the team.

As most of you know, I’m very big on not sacrificing any time away from markets since onchain offers so many opportunities to life changing money on any given day.

The opportunity robotics is presenting is so painstakingly obvious for myself that I’ve broken my rule and been very hands on with Codec’s marketing and product positioning.

Currently I’m about 30 pages deep on a masterdoc which covers the entire robotics tech pipelines, where codec’s product positioning fits in, use cases + narratives, analogies/examples and more.

Reason why I haven’t been as active writing and sharing trades as it’s consumed a lot of my time.

There’s so many catalysts that it feels dumb not to be all in: Pump ICM, x402, VLA’s/Operators, Humanoids coming onto market, Nvidia sending, friendly macro, no tooling like this in web2, VC’s pouring billions, fastest growing sector for the next decade etc.

Just as importantly, there needs to be strong comms and building in pubic, reason for why I’ve written this post.

You can have the best product in the world but unless everyone sees the vision, you’ll struggle to get off the floor.

Lots to look forward to over the next month.

https://x.com/Cryptotrissy/status/1983442458659926405

The largest raises in web2 Robotics and software which has the most likely carry over for crypto speculation

https://x.com/Cryptotrissy/status/1983854882806493308