Somo Crypto & Ai Reads
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Crypto, Capital Markets, AI In Service of Freedom. TG: @somonaut X: https://x.com/somonaut
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频道帖子
Crypto and equities are converging into the same game: part fundamentals, part narrative.
This chart puts it simply.
https://x.com/0xsmac/status/2066910595912265754?s=20
| 2 | Arian on pattern recognition, using HYPE as the example
Breakout, weak stair step continuation, flush back to origin, reclaim. He calls it the FU pattern.
Clean reminder that post breakout structure matters more than whether the crowd is calling for downside.
https://x.com/daaniyaan/status/2066838828648996922?s=20 | 214 |
| 3 | 没有文字... | 43 |
| 4 | full ported hype | 45 |
| 5 | fuck it | 45 |
| 6 | most important thing i learned in crypto is never fight something with momentum | 252 |
| 7 | Hype will be +$100 under 60days | 252 |
| 8 | Binary markets
Price = probability.
That is a much bigger primitive than most people realize.
https://x.com/embrron/status/2066633462648541529?s=52 | 279 |
| 9 | 没有文字... | 276 |
| 10 | markets are a game of INFORMATION
you make money having more, or better information than your counterparties
you make money by having an information advantage, not by being smarter: onchain logs, private feeds, research
and never forget about SPEED. 1 second faster is worth millions in this market
find the right target, lock in, and make $ | 276 |
| 11 | https://x.com/at09_trader/status/2066154120340230478?s=52 | 274 |
| 12 | “Once a bull market gets underway and once you reach the point where everybody has made money no matter what system he or she followed, a crowd is attracted into the game that is responding not to interest rates and profits but simply to the fact that it seems a mistake be out of stocks. In effect, these people superimpose an I-can’t-miss-the-party factor on top of the fundamental factors that drive the market. Like Pavlov’s dog, these “investors” learn that when the bell rings – in this case, the one that opens the New York Stock Exchange at 9:30 AM – they get fed. Through this daily reinforcement, they become convinced that there is a God and that He wants them to get rich.”
– Warren Buffett, November 1999 | 258 |
| 13 | https://x.com/simononchain/status/2066299672461762565?s=52 | 292 |
| 14 | Satya Nadella on the future of the firm in an AI driven economy
His framing is simple, a frontier without an ecosystem is not stable.
This looks like a piece about what changes when AI stops being just a tool inside software and starts reshaping how firms are built, how work gets coordinated, and where value accrues.
• Previous platform shifts mostly extended human capability through software
• This one seems different, AI changes the structure of the firm itself
• The key constraint is not model quality alone, it is whether a durable ecosystem forms around the frontier
"A frontier without an ecosystem is not stable"
https://x.com/satyanadella/status/2066182223213293753 | 291 |
| 15 | Paul Graham, How to Earn a Billion Dollars
https://paulgraham.com/earn.html | 1 |
| 16 | https://x.com/paulg/status/2066124279448559907?s=52 | 301 |
| 17 | Current things to watch:
$TAO $VVV - pump on Mythos ban
$XPL - some utility announced, found life again
$ENA - Coinbase news got retraced
$TRUMP - Birthday short squeeze?
$H - 10x comeback since the hach, massive crime
$LIT - Remains strong overall with higher lows
$BEAT $VELVET - tired scam coins?
$TON - GRAM migration coming
$XLM - gun to my head, should fully retrace the DTCC pump
$WLD - it's time to pick a side with that compressing PA
$JTO - JTX catalyst | 291 |
| 18 | 😂😂😂😂
https://www.anthropic.com/news/fable-mythos-access | 376 |
| 19 | OMG I can't believe how good Fable 5 is! | 347 |
| 20 | One of the most underrated advantages of a bear market is that you can easily access everyone. It's the golden time to cold DM/email. | 375 |
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