wanna sleep but btc is ~$200 from ATH

haven't missed an ATH viewing since 2021 😸

JUST IN: Total spot Bitcoin ETF trading volume surpasses $4.5 billion today.

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@WatcherGuru

looks like a lot of things happened today while i took a break

don’t think there’s much to do, just gonna chill while the market cools a bit

a week ago,

“gat dam! ai agents are here to stay! this will excite normies and unlock midcurve capital!”

meanwhile, some quality picks sitting at great discounts rn but i don’t see people adding to their bags or talking about them

if you believe in the narrative staying then it should be the clearest lay up rn

a vertical with the biggest asymmetry

i really don't understand this market sometimes

anyw ill be quietly bidding and finding more quality agents to buy before the next leg

goat is a must have naturally, but its not providing much of a dip so far which is good because it shows the narrative is still strong

overall there are much lesser sentient memes to bid than static memes

when goat makes the next leg and pushes up what do you think happens to the small pool of quality sentient memes?

i think i've done my part and will probably not mention it anymore for the sake of my accumulation bids

my biggest risk here is if the entire narrative gets cancelled and forgotten, in that case i'll take all the Ls ofc (lets hope not)

lastly before i go ill reshill my piece to share what i look generally look for before bidding which might be a bit more helpful for those who are lost on how to play the ai narrative (i know many are)

https://medium.com/@dpycm/the-utility-olympics-a456685963aa

if nothing works out for you just buy goat and chill

gn

re: luna/virtual fud (again)

genuinely think most people are midcurving it because they believe it to be inorganic/KOL infested and thinks a GNON will repeat

1. gnon had zero tech to back it
2. objectively, looking at the progress and tech of the agent luna literally beats most of the goat betas you’re trying to push and just because they’re more organic? this is why i believe most people don’t understand the ai narrative yet and are trying to play them like traditional memes
3. luna has an avatar, she’s not just a wall of words and code, to me it’s more appealing
4. you literally have funds market buying dips with size AND helping to shill your bag afterwards to normies

to me virtual/luna is one of the best middleground/ rational pick that funds can deploy in instead of your pure ai agent memes and they will literally push for you like this to normies

https://x.com/highcoinviction/status/1851422445212729645?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

fading with the sole reason of “ah! so inorganic!” is abit midcurve to me

fading because team is dumping!! is a bit more valid (tho i think context is important and team REALLY needs to be more transparent moving forward), but remember that there is big money stepping in to bid the dips at least from what im observing

i’m gonna take the risk and believe the team, let my bag breathe and see how it goes, i could be completely wrong on this entire trade still

also important disclaimers: im not a kol nor do i try to be one, im not affiliated to the team, im not paid off by them in anyway, im really just a dude mumbling on tg. if you think im a bad actor!! scammer!! shilling inorganic pnd!! then it’ll be better if you unfollow thanks!

Potential compromise detected on the 1inch dApp front-end — link

actually INSANE how so many cool ai coins are sitting below 10m rn

i don't have enough liquid to bid them all, but i believe this is the only time you can scatter across the proper agents just for this next leg, then consolidate all profits into conviction bets after

some are already starting to catch some bids, think market starting to realise that agents are cool again!

there's a puppet that i have a small bag in since 3m - $shibu

tldr;
> original artist that has been doing doge related content for years
> connections to doge, neiro, and kabosu mama
> in children's book and merchandise available
> OG art
> supported by doge community and dogeceo

currently still sits ~10m

i felt like it was underpriced at 3m, needs more light, and can easily move to midcap levels in the right conditions

some links:
kabosu mama posting on ig w puppet: https://www.instagram.com/p/DBsvZlZzqSr/
tweet from dogeceo: https://x.com/dogeofficialceo/status/1851298600665428322
video of books and merch: https://x.com/Fantoumi/status/1665009468806164482