am i the only one that thinks goat will eventually lose its spot as the leader if it doesn't innovate or ship or get listed soon

When tech is involved, the tech matters.

this is a line that i had strong emphasis on when i wrote my previous thought piece

won't be as simple as leaders stay leading like trad memes because they don't trade the same

rest on your laurels and the next best agent will happily take your spot

hungry devs are shipping at insane speeds like jeff and shaw, and it can be seen in the pa of their agents as well

meanwhile goat has remained mostly the same while TT spews weird content that i don't find entertaining or humorous

i feel that this take is also reflected in goat's current weak pa

"while the landscape is forgiving now, i doubt it'll be when the race intensifies"

i think we'll see it play out in real time soon

"As the dilution of AI memes increases, it’s a race toward utility to justify why your project deserves its valuation. It is simply not enough to just scream “/TO_THE_MOON” in the Telegram chats anymore."

despite ai16z trading at ridiculous valuations, we see how by having a "utility" flywheel helps it to propel upwards at insane speeds because people just pile in despite how irrational things are

"100x NAV? but no dips!"
*top blasts*

imo the ponzi continues ponzi-ing until the forks get too ridiculous

when you fork something too many times without innovation it loses its shine and demand ceases

when demand ceases, who is gonna continue forking to sustain the flywheel?

no point calling tops because the market can remain irrational longer than you think

i do think ai16z can still go higher ofc

okay listen im not bearish but im just doing some thinking

when you let people launch agents with no code aka no experience, then whats the value of your newly launched agent

probably zero because anyone else can do the same

pumpfun creations can actually get cto-ed and run to millies purely due to memetic value and zero tech

creating an agent with no code puts everyone at the same starting line with no differentiation in tech and that only increases disparity between proper agents and newer grifty ones: https://news.1rj.ru/str/cryptomumbles/10990

folks can launch agents, but can't develop them -> zero eventually

> i need to burn vvaifu to access and launch

okay why would i want to pay to rug when i can rug on pumpfun for free while also requiring lesser effort (and vvaifu is getting more expensive as it pumps)

we know for a fact that pumpfun is thriving because of rugs, not because of proper projects being launched. the sheer volume of rugs is whats generating the fees for pumpfun

based on this fact alone i don't think vvaifu will generate the same levels of attention and hence burns in the longer run, but it will simply run on people *thinking* it will or that it currently is

these agents that are launched will usually send supply to ai16z to promote a symbiotic relationship, yes

but what will the value of those supply be? zero

so essentially tons of useless supply will be sent to ai16z that does nothing except contribute another line in the fund list

how is that going to sustain valuations when its much higher? so we're really banking on memetic premium here (which can be quite insane in bull markets)

which is why i don't quite agree w this statement

virtual is acting as an ecosystem of its own, whereby buying and selling of the agent requires virtual too and that makes a HUGE difference btw apart from other use cases of virtual

but base commands lesser attention than sol, yada yada basic stuff

vvaifu can probably flip virtual purely from memetic value and with it being on sol

i just cant lower my iq enough to bid as a long hold and this is why i am still broke in the trenches

i really don't think i can ever achieve full left curve

ruggers are profitable because the rug in large volumes ie. creating 1000 tokens and rugging them all for 0.5 sol profit each for example

by doing the same on vvaifu, i not only increase my cost basis but also requires more steps

if i rug on vvaifu the same as how i rug on pf without burning anything for access or function, then vvaifu as a token is useless innit because the deflationary aspect doesn't work as intended

then we go back to it trading purely as an attention token

in that case, wouldn't a sentient agent be better in retaining attention?

o here's the thread i forgot to share to give context

https://x.com/apewoodx/status/1858339944504168691

anyway, im just a restarted dude trying to make it out of the trenches

there's a reason why im still here

"if you're really smart, why aren't you rich yet? its because you're stupid af"

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