A follower asks, the shepherd answers.

blue bubble is Tim, the CEO of Scrypted

my interpretation: he is unofficially saying that $AVB will eventually be integrated as an ecosystem token now for what he is building at Scrypted

ecosystem token for an a16z backed company sitting at 4.5m

i think most will be late to react after the fact

only issue here is that the tech is not out, still in the works and it is unclear how long it will take

another risk is if Tim decides to randomly renounce his support for the token, but for a lowcap such risks are natural

team wise it fits my criteria perfectly

i will leave my bag be and add more on the confirmation of the bot and once things start to move faster, but this can potentially do a huge repricing if delivered well by Tim

and once things are out and running well, i think marc andreessen will definitely be supporting his portco

https://x.com/0xdetweiler/status/1852363695479017691

just resting over the weekend and haven't been doing much since friday, sitting on hands while observing some chart strength until elections

so far my picks both ai and non-ai have been slightly more resilient relative to the market, that i'm thankful for

also because smaller caps onchain are usually not as affected in market downturns

hope they keep up and dance when its time

people are still chasing things left and right, when in reality only top 1% of rotators can outperform holders

granted that you pick the right tokens

had a chat w a friend this week, a lot of people think buying and trading memes is braindead with little room for differentiation/analysis in picking the right ones

i personally think there is an art to it, just not as direct and tangible as fundamental alts

if you figure it out, you'll outperform in this sector this cycle because not everyone that buys memes will win

but to do so, you'll have to spend time learning the trenches/memes