Crypto Mumbles – Telegram
Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace
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Crypto Mumbles
https://x.com/WazzCrypto/status/1861448657955877374
somehow these kids are actually gonna outperform most of us
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Forwarded from Watcher Guru
JUST IN: 🇧🇷 Bill to establish strategic Bitcoin reserve officially introduced in Brazil's Chamber of Deputies.

@WatcherGuru
Forwarded from Ian's Intel
Hyperliquid Points:
- 8M points were distributed for May and 8.4M points for October.
- Final number of points: 57.9M
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been accumulating $tnsr below 5m

1) one of the early Ethereum contributors since 2015
2) good track record of building a successful project - EmblemAI
3) a long consolidating chart looking to expand soon
4) low mindshare as marketing and branding isn't as great (can be fixed easily)

i won't lie and say i know exactly what he is building because it looks different and feels cryptic for now (branding issue), but i feel like something is going on here and most don't know about it yet

balls tingling
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Moonshot Global Rank: >500
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Phantom Utilities Rank: 3
Crypto Mumbles
i think this idea here has played out since luna has lost the spotlight virtual has meaningfully decoupled and is now running harder based on platform demand, something that i really wanted to see because now it isn’t just being carried by a single agent…
a lot of virtual agents are getting attention right now, notably aixbt and others

i'm proxying all of them by owning virtual to participate in some upside, albeit muted

if this keeps up, virtual will continue grinding upside through the flywheel

its a bit more stress free approach on my end

virtual also has the possibility of an eventual coinbase listing (!pray)
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higher
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best thing was that a lot of people faded virtual early on because of the fud and/or luna being inorganic etc.

you had time to accumulate, but everyone was busy boo-ing
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Crypto Mumbles
genuinely think this has a chance to pull an axs type of run if the market is willing
for first cyclers, this is THE axs run that we talk about

when shit gets crazy it gets stupid crazy

its the same as luna (terraluna)

whatever has a good flywheel and narrative will simply accelerate in a bullmarket
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i do think the winning agent launchpad on sol has yet to be decided, but it seems like vvaifu has the lead for now

with ai16z recovering, vvaifu tags along as well

but i think it has to be clear that vvaifu's flywheel is nowhere as close or good as virtual's, so i don't think the same pa can be expected

a lot of which i have explained before: https://news.1rj.ru/str/cryptomumbles/11337

there is no continuity of value accrual after an agent takes off from the platform

burning supply does nothing when there is no demand

it is something to watch on the sol side along the other launchpads tho

honestly, i don't even know if i'm still keen on launchpad infra for sol, maybe something else
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starting to become ultra selective

for better or worse idk yet
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