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
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace
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Crypto Mumbles
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
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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
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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
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good point by muppet here actually

people keep pvping on sol and vamping each other but there’s only one coin to bid on base

the more folks in disbelief the higher it’ll go for now

“lol base” was also my initial reaction which was why i brushed off my thesis at first

https://x.com/warren_muppets/status/1850590358201102663?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
Forwarded from The Bath House
“Muh coin going to $40B” can only be tweeted to your followers so many times before they lose all motion
mini gang rise up
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added more $kira in this dip around 4.5m

now i'm gonna wait and be patient

judging from the team's previous post here: https://news.1rj.ru/str/cryptomumbles/10626

seems like a lot of new updates are coming along

i look for picks w quality and substance, instead of ones that runs off temporary hype because when it really boils down to it sentient memes don't trade the same as static memes despite being in the same vertical

when tech is involved, tech matters
my explanation in another gc

to me, luna trading above 100m was the confirmation that the market cares about the tech being verifiable, transparent, and especially the agent being provably autonomous
i'm not saying kira will trade above 100m, but it definitely shouldnt be trading below 10m if your goat betas are sitting comfortably at 20m

also another problem with a lot of the other picks out there is that they trade as a beta to goat

being recognised as a direct beta in itself is never helpful for your token

luna trades on her own, and so will kira

they might be deemed beta in a general sense in the ai agent space just because they trade lower than goat, but they are not direct betas
are these green candles you guys

if so, gm
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