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

because its unfamiliar to you
because it seems a bit more worthless than your fundamental alts
because it makes no sense

don't mean its a game of luck or that people outperforming are lower iq than your average analyst

at the end of the day, it's really not so different...

... both your bags and mine are going to zero when the cycle ends

just realised people are chasing a squirrel on the weekend, hence a bit more bleeding for your onchain alts

will do a little dip buying before it rotates back

bid dips sell rips