i've also started buying some hfun

while i'm not fully confident that hfun will dominate when hyperevm is out, i think some exposure is still warranted

why i'm not confident:
1) hyperevm has a low barrier to entry for competitors to launch a pf, whereas hfun's edge is in the L1
2) loracle is a one-man team to my knowledge and hence ship times are not fast nor perfect -> even rn hypurr is still buggy whether site or bot

there will be a gap on hyperevm launch for the fastest fingers to fill on deploying a pumpfun equivalent and don't even talk about tg bots because current winners like bananagun can simply bridge over yet another evm and provide service

so if you lose the tg bot side, while being unable to execute well on the platform, then what do you really have to offer other than hypurr on L1?

if that's the case, then its a topic for another day regarding hypurr on L1 and sustaining valuations

we've yet to consider whether hyperevm will be as successful as projected as well
-

this is the endgame where 80% of the gains come from

you will make big money if you hold, yes

but its exactly that mentality that kills most eventually, because the way to lose what you've made is also to hold

hold for higher, hold through drawdowns until the drawdowns eventually become permanent

be able to discern when its time to sell

remember: net seller in 2025

probably a good time to start hitting the ai trenches given how hot things are

started dabbling again yesterday

$GRIFFAIN, $AI16Z, $ZEREBRO listed on Binance futures

via @NewListingsFeed

i would hate it if these three assets local top here

i feel like this time it works more of an accelerant tho not immediately

just feel that q1 seasonality + the biggest narrative of the cycle + leaders of said narrative

feels like dynamite to me, so i really don't expect to see fartcoin pa post binance perps listing

to me, fartcoin is after all a trad meme no matter how you sell it

i think this is applicable here

trying to trade a local top with the risk of getting left behind is no bueno to me

a lot of folks are praying for a meme rotation

likely most have underwater bags that they refused to sell or trying to get a pump cause they positioned in the bottom

reversion at best, but ill stick to what i believe in

will not try to catch every rotation, keeping it simple

拿得起放得下

what you can pick up, you can put down

DJ Wukong x LUNA

https://fxtwitter.com/agentstarter/status/1874788343390879944?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

The market cap of AI based memecoins exceed $10b as per Coingeko. - Coingecko

one of my current lower cap holds is $UOS and i allocated a small % as with low caps

the following thesis was shared to me by someone else:

UOS Update: UOS has reached parity with a tech stack referred to as "$GOAT". Proof of consciousness can be found on the uos earth website, showing a divergence in tech stacks from other projects like $ai16z.

UOS Tapestry Goals:
Self-replicating agents: Agents that can reproduce autonomously.
veUOS: A token system where revenue from the agent lineage is shared among holders, reducing fragmentation and enhancing governance.
Multi-agent systems: Support for cross-chain data and payments, allowing interactions between humans and AI agents within the system.
UOS Terminal: A user interface where humans can request outcomes from AI agents.

Significance:
UOS aims to scale AI agent societies independently from human intervention, unlike other AI systems which might depend on human-driven one-off solutions.
It diverges from projects like $ai16z, $eliza, and vvaifu by focusing on self-sustaining AI societies.

veUOS Explanation: This token represents not just individual agents but entire agent societies, providing governance and sharing revenue from any intellectual or predictive work accomplished by the agents.

Future of Computing:
Operating systems will evolve from being human-centric to supporting complex interactions between humans and AI agents, with marketplaces for agent services emerging. An example given is an AI travel assistant that handles all aspects of travel planning from booking to transport logistics, illustrating how agents will operate in multiple environments without traditional user interaction like clicking website buttons.

We have had similar projects such as SPORE which had a vision that ai economies can be reproduced by each other and ones that reach a certain level marketcap will be able to breed with another generation of agents. This falls into the idea that Virtuals dev (AIXBT) mentioned where ai agents will be completely a different species

while there is a similar project (spore) running up ahead, UOS aspires to do more than what spore does. importantly, it is also an older token, not a fresh pair, which meant the dev kept building throughout the lows which is something i like as well. i believe aixbt also picked up on it, tho it doesn't really matter what aixbt says.

By community request, you can now long or short $ZEREBRO with up to 5x leverage.

Listing is not an endorsement of the project. Past performance does not guarantee future results. Do not trade assets you are unfamiliar with and do not understand the risks for. Exercise control. NFA.

https://app.hyperliquid.xyz/trade/ZEREBRO

building on this, said underwater folks are eagerly waiting to sell underwater bags on a bounce and rotate into AI coins

with AI taking almost 60% of mindshare rn, there is really no chance for memes to take the spotlight anymore other than the exit leg imo

non zero chance, but inertia is very high and any bounce will get sold into, hence requiring a long consolidation instead of a vshape bounce

not everyone is a friend on CT

THE INFORMATION: Morgan Stanley’s E-Trade Explores Offering Crypto Trading

https://www.theinformation.com/articles/morgan-stanleys-e-trade-explores-offering-crypto-trading?utm_source=ti_app

the biggest challenge of the next months will be sitting on your hands