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
https://medium.com/@dpycm/the-utility-olympics-a456685963aa
Medium
The Utility Olympics
Why sentient memes will eventually trade in a different vertical
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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!
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!
X (formerly Twitter)
Daniel Cheung (@HighCoinviction) on X
Luna by @virtuals_io has the potential to become one of the largest social experiments in AI over the coming months.
$LUNA has one explicit goal: to achieve a $40.9B market capitalization – an ambitious unifying mission that could ignite manic behavior in…
$LUNA has one explicit goal: to achieve a $40.9B market capitalization – an ambitious unifying mission that could ignite manic behavior in…
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co-founder of Syncracy Capital writing a long thesis on CT just to bull post your bags what more do you want
not the only fund i’ve seen bull posting too and based on Daniel’s comment they had to buy on public markets
not the only fund i’ve seen bull posting too and based on Daniel’s comment they had to buy on public markets
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Forwarded from unfolded. DeFi
Potential compromise detected on the 1inch dApp front-end — link
🧵 Thread • FxTwitter / FixupX
Coinspect Security (@coinspect)
🚨 Potential compromise detected on the @1inch 1inch dApp front-end: we've confirmed it's loading suspicious code from http://unpkg.com/@lottiefiles/lottie-player@latest/dist/lottie-player.js.
Stay cautious!
Stay cautious!
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!
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!
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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
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
🔥2
theres a movement coin now with pretty good potential as one for manlets to shove it in eth maxis face
we havent really had an anti eth coin as well, so this might have legs
what i'd like to see is if a team comes in to cto and position as a movement coin instead of a runner of the day typa thing
story:
eth maxi sold all his eth (29 mil worth) and bought sol, after which he deployed a token on pf called $ripeth
PLEASE do not top blast and let it settle before considering an entry because fresh pairs are the riskiest
we havent really had an anti eth coin as well, so this might have legs
what i'd like to see is if a team comes in to cto and position as a movement coin instead of a runner of the day typa thing
story:
eth maxi sold all his eth (29 mil worth) and bought sol, after which he deployed a token on pf called $ripeth
PLEASE do not top blast and let it settle before considering an entry because fresh pairs are the riskiest
believe goat won’t give you the -80% that you want as per trad memes
my bids have slowly been filled but will add more aggressively below 450m
my bids have slowly been filled but will add more aggressively below 450m