Crypto Mumbles – Telegram
Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
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luna competes in the ai category instead of memes because its actually not an entirely meme token

just something to note if you're wondering why you don't see your goat or fart etc.

will try to look for general mindshare
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top 50 in mindshare as shown in the pictures

luna/virtual is not even in top 50 yet
Crypto Mumbles
anyway the next shift here triggered by goat should be from ai memes to ownership of ai agents

not sure how long this will take cause the crypto markets can be a bit inefficient, but its something to look out for
i briefly mentioned here before as well when the luna first launched

i believe there eventually will be a shift, i just don't know when

looking back i should've just max bid virtuals/luna on launch

hindsight bias
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Crypto Mumbles
top 50 in mindshare as shown in the pictures luna/virtual is not even in top 50 yet
not even in top 50 mindshare while charts look like this

either
1) this is super inorganic and the cabal is running it up w their own money, which then it will crash shortly after
or
2) early vibes
thiccy's razor

all the PA can be explained by either a.) market manipulation or b.) insider information.
goat flipping spx is a pretty big deal

leads to further bleeding of non ai memes

i wonder at what point they bounce
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as himgajria likes to say

liquidity shift from static memes to sentient memes

static = 60b
sentient = 1b

much more catching up to do
from my observations, the way i see it is

most virtual/luna shillers are analysts in funds or vcs -> more fundamental based folks prefer to position in luna/virtual

maybe they personally prefer something with more fundamentals

most other investors/degens prefer slinging in pure sol memes like your goat betas and usual stuff

seems like two camps to me for now

in this cycle, shitcoin influencers have greater influence than your usual fund/vc analysts simply because of the nature of this cycle
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another observation is that most of the current ai memes are actually trying to transition into something with more utility

either by providing bb&b, or integrating the token, or basically any other method that tries to bring value to the community

this is interesting and i believe its due to the nature of ai and how there is tech involved

with tech, one doesn't simply expect nothing like you do w cultish animal memes

community expects some form of value transfer to justify them holding your ai meme against others

this further convinces me that eventually the shift happens to more ownership or utility based ai, instead of pure ai memes: https://news.1rj.ru/str/cryptomumbles/10374

it can be something new, or simply your current leaders like $goat transitioning into a token that does pay per inference