If you're holding SPEC and have interacted with Spectral Labs Agent Platform, revoke immediately.

https://x.com/GenAI_spec/status/1863118670978842894

current stance

one last leg into q1 for trad memes, cex ones should be unaffected

ai should remain a good pick, but only select ones

main market trends don't change overnight

think about how long it took for people to accept the memecycle

the pendulum swing will take time, but it will be faster than how long the market took to adopt memes as consensus

topping doesn't necessarily have to be in price, though imo i believe it will for now

topping can be in performance, sentiment, and/or spotlight too

trenches should still remain hot as there will always be a subset of participants willing to or needing to hypergamble on picocaps to accelerate their port

the shift started with chillguy, hammered in by hype

the nail isn't fully in the coffin yet, but with a few more hammers it will

by then the market or most participants will start to recognise the signs

https://news.1rj.ru/str/cryptomumbles/11464

utility is very broad because what isn't a meme is basically utility

i don't think we go back to vc garbage, probably something new and more exciting, preferably a narrative that hasn't had the time to shine yet

let's see what the market brings and adapt accordingly

this is playing out one entire month later

ownership and flywheel?

virtual.

positioned since october and i don't think the silly part has happened yet

people want non vc infested quality products and very few qualify

so the funnel happens easily toward the later stages

also don't fumble your hype too early before that happens

its funny but hype feels like luna to me

not in a literal sense, but the various aspects of things

cult, lofty targets, people making big money, everyone is up and feeling good, constant bullposting

just the entire vibe, yknow?

these are the type of projects you want to ride as they sell hopes and dreams to people

just try not to marry it

its these type of things floating around that makes it feel the way it does

so important

and i already know that some folks will be riding it down eventually

nothing is immune when the bear market hits

but of course, if your horizon is years, i respect that and you should stick to it

SOL onchain cooling down for now, while everyone's waiting for the next narrative.

its so over <> we're so back

price <> narrative

one last leg

lets say you LOVE mcdonalds and its your fast food of choice

but in the area there isn't any maccas available

so you decide to eat burger king because you need to eat

so when mcdonalds is finally available in your area, will you still eat burger king?