Forwarded from infinityhedge
[5HRS AGO]: TRUMP TO FOCUS ON BITCOIN PRICE, SEES IT AS ANOTHER STOCK MARKET
*Trump "is going to be very focused on the price of Bitcoin" — "It's another stock market for him," the source explained, adding that Trump would love for Bitcoin to hit $150,000 early in his presidency: A top transition source told AXIOS
*Trump "is going to be very focused on the price of Bitcoin" — "It's another stock market for him," the source explained, adding that Trump would love for Bitcoin to hit $150,000 early in his presidency: A top transition source told AXIOS
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Forwarded from CryptoCapo TG
The local bottom is probably in for a few days. Altcoins should bounce from here.
😱14
Crypto Mumbles
https://kelxyz.substack.com/p/letters-3-the-case-for-agent-networks
good read, made me feel like im midcurving my personal ai targets
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
i think the market is starting to echo this
the entire reply guy thesis is falling as people are starting to find agents annoying
some are just getting tired of the whole reply guy feature cause it isn't exciting or novel anymore
its no longer enough
the entire reply guy thesis is falling as people are starting to find agents annoying
some are just getting tired of the whole reply guy feature cause it isn't exciting or novel anymore
its no longer enough
Crypto Mumbles
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
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 entire chunk too
reply feature is more a basic function now, regardless of how funny you think it is, its not enough
either your agent has a ton of other things going for it too or you go infra
best bet would be agent + infra, but that is rare because most projects are either or
reply feature is more a basic function now, regardless of how funny you think it is, its not enough
either your agent has a ton of other things going for it too or you go infra
best bet would be agent + infra, but that is rare because most projects are either or
current guess is that we'll see a more profound disparity moving forward
and the market will eventually value the difference appropriately
even if it takes time as we've seen from the start
tech matters
and the market will eventually value the difference appropriately
even if it takes time as we've seen from the start
tech matters
Forwarded from Ian's Intel
U.S. CPI: +2.7% YEAR-OVER-YEAR (EST. +2.7%)
U.S. CORE CPI: +3.3% YEAR-OVER-YEAR (EST. +3.3%)
via News_Of_Alpha
U.S. CORE CPI: +3.3% YEAR-OVER-YEAR (EST. +3.3%)
via News_Of_Alpha
Crypto Mumbles
re: hyperliquid imo the wealth effect that many are excited for won't happen anytime soon (the scale that i'm expecting at least) whatever repricing you see rn are simply folks trying to frontrun the trickle into the ecosystem until hyperliquid properly…
becoming more apparent
hype remains the darling and until people are satisfied it'll remain the case
hype remains the darling and until people are satisfied it'll remain the case