luna > goat in mindshare over the last 24h

https://fxtwitter.com/Punk9277/status/1850206518953820214

marc interacting w ai16z is pretty funny

at what point do you think people will actually start valuing it like an actual fund by NAV

will that even happen cause thats gonna be pretty funny

anyw i think folks buying here at 60m are just betting that marc will continue engaging and "shilling" ai16z, pretty risky upside cause if he stops its ogre

the difference in performance between ai tokens that have someone to champion and push vs not having is slowly starting to show

visible in the charts rn cause most of the devs/creators aren't interested in doing so or are just not as vocal and/or influential

loudhailer effect

if sol continues to perform, fundamental betas remain to be jto and jup imo

might not be what the market likes currently, but i think they get forcefully repriced upwards, just might not be as much as memes

the thing is tho, with ai memes coming up and talks of sentient memes vamping static memes there comes the risk of your sol representative memes underperforming

either that or you get lost in deciding which meme to long in the dilution

a safer but likely lower return trade with lesser decision paralysis would be jto and jup

probably better for size chads as well

i haven't relooked into their supply unlocks etc, but nothing much should have changed fundamentally

rising floor trade, not ceiling

raydium really got saved by tg bots

another beta to add to the list

setting bids for goat sub 600m, ideally i get 520m area

should bounce off the retest of prev high

don't think a narrative as strong as this will go through a deep correction

only applicable for goat cause its the leader

when 1b not if

mountain goat

$LUNA now trading at 47% of $GOAT at current prices, approaching my base case of 50%

quicker than i thought and i might increase targets a bit further given strength

let your winners ride

reposting my trade idea article link for a deeper read, will do an update piece if the trade runs crazy

https://medium.com/@dpycm/novilunium-oritur-8ec7f020a76f

the exciting thing that i'm looking forward to (and i hope it happens) is that virtual decouples from luna and runs much higher due to the platform's demand

which is why i maintain some exposure to virtual (33%) instead of all in luna

in that case, $VIRTUAL targets must be extended and not pegged to $LUNA's performance

but for now, $LUNA is carrying $VIRTUAL singlehandedly imo

rotating my $wmm bag into $kira by Infera - 5m

launched by Infera network, an upcoming project that plans to unify global inference compute to reduce inference costs: https://www.infera.org/

if we are to have ai agents at full swing this szn, then having cheaper inference costs will be a huge game changer

i'm willing to play bigger chips than usual shitcoin sizing here because its launched by a proper project, likely not larp

in a sea of larps you bet on proper projects w good teams backing it (even better if crypto native)

kira post here:
https://x.com/infera_network/status/1850545037748416666

proper project is one thing, but being able to sustain attention in a meme economy is another

attention is money

so we'll have to see how it plays out or what the team/kira does, but swinging at proper projects > gambling on larps in pumpfun

thats my take at least for now