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noscript is a bit misleading but i agree w most of the content

memes aren’t over, it’s just that the scale of performance just won’t be as great relatively

the low to mid cap trenches will remain hot regardless

briefly talked about it last year here ^

q1 top was a given, but it doesn’t mean no performance moving forward

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

but memes might still carry some weight only because ppl will not adapt to the new metas and they will still chase the old ones

something similar

here

that said, innovation is needed rn

it will eventually come

and when it does, adapt

until that happens this is my current take when markets improve

because in a cycle of zero innovation, the market has shown you its picks (meme/ai aka pf cycle)

if it remains that way, then the market is not compelled to shift its taste either

what’s there to bid?

might be wrong so i’ll stay light footed as i wait out the current storm

why are trench warriors rotating to leverage?

1) to feel something
2) addiction
3) fast money
4) revenge trading

the moment you light up the trenches once more it’s game on once again

just hope those degens don’t get wiped trying perps

you are your greatest enemy