heading into 2025: end game, keeping things very simple
i'm only keen on AI and hyperliquid eco
majority of pf will be just riding leaders and i will allocate 10% to small caps
upon reaching cycle goal, i will likely be cashing out 90% and running with the remaining 10%
i'm only keen on AI and hyperliquid eco
majority of pf will be just riding leaders and i will allocate 10% to small caps
upon reaching cycle goal, i will likely be cashing out 90% and running with the remaining 10%
🤝24
i wonder how the market will value things in the future when a company has both a token and shares
how do we bid and how will the market determine appropriate valuations for each side? what is the balance?
will there even be a case of a company having both shares and token economy?
how do we bid and how will the market determine appropriate valuations for each side? what is the balance?
will there even be a case of a company having both shares and token economy?
🔥5
as i've shared before, ai is a great sector to be in because nobody knows how to value it
as we move on in the cycle, more numbers will come in and the glass ceilings will eventually be set, tokens will be pegged to revenues and such
that will be a good time to exit
it will happen
as we move on in the cycle, more numbers will come in and the glass ceilings will eventually be set, tokens will be pegged to revenues and such
that will be a good time to exit
it will happen
🔥16👍3
Crypto Mumbles
the next shift here triggered by goat should be from ai memes to ownership of ai agents
ownership was always the eventual game from the start
👍4
Forwarded from Wu Blockchain News
The suspected Virtuals Protocol official address: 0xBe…c126 withdrew 4 million VIRTUAL (worth about $16.28 million) from Virtuals Protocol: LP Wallet at 13:47-13:48 UTC+8 today, and then transferred 1 million VIRTUAL ($4.07 million) to Bybit Deposit. Since December, the suspected Virtuals Protocol official address: 0xBe…c126 has transferred about $62.56 million worth of VIRTUAL to CEX. — link
👍5
Forwarded from Wu Blockchain News
The Usual protocol experienced a massive USD0 sell-off today triggered by a single whale’s trade on the secondary market, which raised doubts about the USD0 peg. USD0 briefly dipped to $0.99 before re-pegging to $1 within a few seconds, initially with some bps deviation due to constant sell-offs, and then re-pegging after a few hours. — link
🤨2
- while hype outperformance is over, doesn't mean hype eco cannot flourish or provide some potential plays
- underperforming in 2024 does not mean outperformance in 2025 -> this logic is very flawed like a gambler's fallacy
- looking forward to new ai winners in 2025. i don't plan to catch them early, i just need to catch with size (reduce losses)
- don't try to call the top on the hottest narrative of the cycle, just like how you don't try to short the strongest assets
its over when its over, you're right until you're wrong
just practice discipline in taking profits
- underperforming in 2024 does not mean outperformance in 2025 -> this logic is very flawed like a gambler's fallacy
- looking forward to new ai winners in 2025. i don't plan to catch them early, i just need to catch with size (reduce losses)
- don't try to call the top on the hottest narrative of the cycle, just like how you don't try to short the strongest assets
its over when its over, you're right until you're wrong
just practice discipline in taking profits
👍20
Crypto Mumbles
sol eco displaying strength very evident im of the view the hype chops/bleeds around here as market runs to trade reversions on others and also because hype has ran up a considerable amount in a short span but never doubt mercenary capital + folks with…
banger
current plan is to slowly reaccumulate cheap hype and sell it all on the next drive up
current plan is to slowly reaccumulate cheap hype and sell it all on the next drive up
👍3