best trades are trades that nobody knows how to value because then there is no ceiling
and the clearest narrative with no immediate ceiling rn is AI agents
there is a reason why goat could run to almost 900m in a single leg
and the clearest narrative with no immediate ceiling rn is AI agents
there is a reason why goat could run to almost 900m in a single leg
🔥13
Crypto Mumbles
gonna look for more infra plays moving forward agents are too diluted at this point and most don't even have an edge winning sentient agents will remain winning no point buying the smaller ones to chase anymore
jeffy is working at insane speeds, eventually covering all bases and engulfing the ai agent space as a whole -> he understands the game
this is another reason why looking forward it is better to position in infra plays before the market catches up
whatever edge that you think your current agent has, will eventually be eroded
being the first in a respective edge might give you a larger premium, but over time the premium erodes as every other agent will be able to do the same
this is especially true if you only have one usp over the rest and you just bank on selling that one usp forever
winning agents will be ones that can keep growing at the market's pace
this is another reason why looking forward it is better to position in infra plays before the market catches up
whatever edge that you think your current agent has, will eventually be eroded
being the first in a respective edge might give you a larger premium, but over time the premium erodes as every other agent will be able to do the same
this is especially true if you only have one usp over the rest and you just bank on selling that one usp forever
winning agents will be ones that can keep growing at the market's pace
👍5
due to the vertical's nascency, we don't see typical power law distributions yet
the starting pistol was just fired a month ago
but the disparity will only increase moving forward where winners will continue outperforming by multiples
eventually power law distribution will hold true
the starting pistol was just fired a month ago
but the disparity will only increase moving forward where winners will continue outperforming by multiples
eventually power law distribution will hold true
👍3
you might think your 50m agent might be able to catch up with a 500m agent, because its only 10x away
doable right?
but down the line your 50m agent might become 100m, while the 500m agent goes 2b, then its 20x away now
you get my point
doable right?
but down the line your 50m agent might become 100m, while the 500m agent goes 2b, then its 20x away now
you get my point
👍8
Crypto Mumbles
jeffy is working at insane speeds, eventually covering all bases and engulfing the ai agent space as a whole -> he understands the game this is another reason why looking forward it is better to position in infra plays before the market catches up whatever…
what can your 40m agent do?
oh, it can banter and do NFTs, cool!
zbro can do that too
so whats special here
oh, it can banter and do NFTs, cool!
zbro can do that too
so whats special here
Crypto Mumbles
my personal stance is that the NAV can never close the gap but i do think in the short term ct will forget about the fud and ai16z will resume the pump current prices might be good discounts
think i'll still stick with this
its clear to see a lot of newly launched agents use eliza framework, even alliancedao's new slime
question here is will this trend remain after zerepy is out?
if so, then ai16z will trade higher eventually again
just gotta wait for shaw to stop his power trip or something
its clear to see a lot of newly launched agents use eliza framework, even alliancedao's new slime
question here is will this trend remain after zerepy is out?
if so, then ai16z will trade higher eventually again
just gotta wait for shaw to stop his power trip or something
👍2
dev risk on this is the same as ACT pre-nuke
ridiculous af
but at least ai16z has more to offer than ACT
ridiculous af
but at least ai16z has more to offer than ACT
👍2
Forwarded from Watcher Guru
Forwarded from infinityhedge
MICHAEL SAYLOR HINTS AT ANOTHER BITCOIN PURCHASE, TWEETS "WE NEED MORE GREEN DOTS ON SAYLORTRACKER"