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
Forwarded from Zoomer News
Forwarded from RunnerXBT Insights (RunnerXBT)
image_2024-12-11_17-35-26.png
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I am sorry to repeat myself like a broken record, but todays price action on BTC is textbook definition of Michael Saylor (or ETF issuers) buying a lot of BTC.
Characteristic in increased CB (Coinbase) premium.
Michael Saylor has been announcing purchases every monday and he has around 9.1b left from his original stack.
With respect to your time, I dont think they stop buying all the way until Trump Inaguration. I expect them to be buying for at least 4 more weeks or so.
Hopefully everybody has a good day today.
Characteristic in increased CB (Coinbase) premium.
Michael Saylor has been announcing purchases every monday and he has around 9.1b left from his original stack.
With respect to your time, I dont think they stop buying all the way until Trump Inaguration. I expect them to be buying for at least 4 more weeks or so.
Hopefully everybody has a good day today.
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tradfi can’t stop talking bout fartcoin
a mix of cope and jokes
good for fart
a mix of cope and jokes
good for fart
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wow i wasn’t paying attention to the nft market but 1 pudgy = 1 btc rn??
congrats holders
but this is starting to get a lil scary
congrats holders
but this is starting to get a lil scary
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Crypto Mumbles
don't know if current flip is temporary, but goat defo needs to step up or fade into darkness
"oh shit goat got flipped"
"list it"
"list it"
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cycle theory
it never changes
we were screaming left translated a few months ago and this time its different
but honestly, human psych never changes and likely nothing is too different
it never changes
we were screaming left translated a few months ago and this time its different
but honestly, human psych never changes and likely nothing is too different
that said, its prudent to scale out and take profits always
keep your money > being right
keep your money > being right
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