washed trades

Maybe I’m just being gay, we’ll see

Will say, vibes are weird onchain. A lot of the stuff running just feels like peak desperation tbh. Lots of narrative violations (meme, fly, boner) and eth failed breakout on majors looks scary. Think we get lower prices next week

im sure theres more to it, but cool idea that i can see getting pretty crazy

so its like collaborative space for agents and humans to ideate and build stuff, pretty cool. think it could be big and highlighted by rh as they try to push ai

zzz

got small bag of ai yesterday so i at least have some exposure, but idk i still think lows arent in yet. majors looking pretty shitty and move today was just a short squeeze, think if they leg down it def scares some ppl outta onchain positions

still feel really good abt these, just waiting on them to ship and seems like itll be sooner rather than later. icymi, fwa added pool4 from imd and looks to be doing well. unclear how other projects using pool4 accrues to imd token, but adam said it would benefit it

and then etherscan is imd updates

speculative zzz thesis, but mostly grounded in reason based on what devs said publically

https://x.com/RickylazzGamefi/status/2097685486190178443 https://etherscan.io/tx/0x24066437c86af902ff344a4cd9f4f06806ee1435cbdac3e36d5a68b7ba5193fe

i dont think local bottom is in yet on these, but gonna start dcaing these soon

and best expressions of bullishness on long are ai and moo

long eco best spot for rh. if you wanna express long term bullishness on rh / memefi this is the best spot. only play that focusing on liquidity / coordination, everything else in rwa space is just pvp rotational stuff

thing is this all doesnt really matter tho, just some local exhaustion. once btc breaks above 80k all this sort of goes out the window and ppl go retard mode again

adding onto this, kinda bearish but think its correct pvp is basically ingrained onchain. you have chains acting out of desperation and fighting to stay relevant (bsc and cb listing stuff v quickly). then you have tons of intra chain pvp with everyone trying to become the launchpad or new casino. its all pretty fried and makes for constant pvp and rotations memfi is basically just a reframing of the meme trade and will continue to be pretty pvp / rotational imo. i think we get lots of good trades in this area, but not any great holds or things to believe in. the only memefi play i feel good about long term is AI since its kind of a fundamentals play larping as a meme, natan has done a good job at driving long eco success back to ai. didnt wanna say this in tweet, but meme and boner were notable narrative violations for the memefi trade. participants got what they wanted (big follows) and then immediately raped the charts, not great. maybe they run back, maybe new things spawn for the next leg of the memfi trade. easy part of the trades are definitely over and theres better spots than trying to dca down on these the only coins that are worth holding for more than a week or two are fundamentals / rev backed things: pons, stonk, ai, etc. essentially just identify the new casino early and hold. even with these the trades get tricky since you chain pvp and intra chain pvp. pons was an tough hold and looked over on many occasions with everyone trying to become the default rh launchpad. pons ended up winning the war and won hard. stonk is in a similar spot, i like it better than pump but pump pvping you is always a tough battle to win ai / experimental / stealth stuff is still the spot im mostly interested. demand is notable with zzz pushing 50m because of xdev and the limited info we have on it. if we get anything good here it should spark up a meta

Majors don’t feel great and if they break down definitely will give ppl the scarries so don’t really wanna ride too much onchain exposure cus of that

Where I’m at w stuff, onchain does feel heavy and feels like we need some time lower to wipe out junk we’ve accumulated tbh. Still like all things I’ve been talking abt but idk if it’s time to bid just yet

All this real world AI advancement has me retardedly bullish on crypto x ai, specifically imd. Don’t know enough about zzz to get super hyped, it’s just a blind bet on goat dev as of rn, but if imd works as intended it’s basically just ai producing stuff for us retards to speculate on. If it can produce good stuff that’s potentially genny