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Crypto, Capital Markets, AI In Service of Freedom. TG: @somonaut X: https://x.com/somonaut
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Kanal postlari
| 2 | https://x.com/sui414/status/2079309424699847048?s=52 | 161 |
| 3 | https://x.com/cryptocred/status/2079138151528890777?s=52 | 197 |
| 4 | A must read. Written by Thiccy which has shaped my mindset a lot.
One of the first on CT who warned in late 23/early 24 about how most tokens would trend to zero (most people knew, but he popularized it and was short weak alts)
https://www.scimitar.capital/p/the-jackpot-age | 201 |
| 5 | https://x.com/alliance/status/2077836923402391912?s=52 | 306 |
| 6 | JUST IN: 🇺🇸 CRYPTO CLARITY ACT IS NOT PROJECTED TO BE SIGNED INTO LAW THIS YEAR DESPITE PRESIDENT TRUMP MEETING WITH SENATORS TODAY TO HELP ADVANCE THE BILL. ... | 345 |
| 7 | https://www.youtube.com/watch?v=_wTmGFHhUUY | 356 |
| 8 | Watchlist:
$ZEC - strongest large cap
$LIT - strongest coin for a while, now consolidating at the highs
$JTO - JTX live, potential sell the news
$ETHFI - announcement catalyst (late July)
$HYPE - CXMT listing catalyst
$AERO - Aero launch catalyst
$KAITO - are they criming it up?
$VVV - relentless bleeding from the equity raise news
$UNI $ARB - Robinhood chain activity post launch
$PUMP - no unlock dump so far
$CASHCAT $ANSEM - recent onchain runners (topped?)
$LDO - new AI product catalyst | 341 |
| 9 | fuck | 390 |
| 10 |  Matn yo'q... | 389 |
| 11 | https://x.com/goodalexander/status/2077031311664197738?s=46&t=nluSw7cwYGx8zFxfoYi5Iw | 365 |
| 12 | If your parents aren’t deeply confused by what you do, you’re playing it too safe.
https://jayalto.substack.com/p/if-your-parents-arent-deeply-confused?triedRedirect=true | 6 |
| 13 | Galaxy on onchain markets for AI inference capacity, GPU futures, and tokenized compute.
https://www.galaxy.com/insights/research/inference-capital-markets-ai-compute-gpu-futures-onchain-crypto | 355 |
| 14 | INTERACTIVE BROKERS ADDS 12 CRYPTO TOKENS, LAUNCHES STABLECOIN WITHDRAWALS VIA ZEROHASH, PAXOS
SOURCE | 292 |
| 15 |  +1Variant: Investing in Autonomy - Ten Hypotheses
> Variant's ten hypotheses explore how investing in autonomy-enhancing technology will reshape value creation, user agency, and product dynamics.
Source: https://x.com/AlanaDLevin/status/2077020468062658986 | 328 |
| 16 | NOUS RESEARCH RAISES $75M+ AT $1.5B VALUATION; 50% ABOVE PRIOR TOKEN VALUATION
SOURCE | 307 |
| 17 | When everything becomes something to optimise, reading turns into summaries, travel turns into photos, health turns into metrics, and dating turns into volume.
https://open.substack.com/pub/polarthedegen/p/optimising | 373 |
| 18 | crowded.pdf | 452 |
| 19 | Crowding in finance is not inherently a bad thing. In fact, we need to distinguish between organized crowding and chaotic crowding.
1. Organized Crowding: The Bedrock of Market Liquidity
In traditional markets, structured crowding is exactly how price discovery happens. When a massive volume of market participants congregates around a specific options strike price, it creates a robust ecosystem.
=> How it works: This concentration allows Market Makers (MMs) to efficiently match buyers and sellers, net out opposing risks, and structurally balance their books.
=> The result: Instead of destabilizing the market, this type of crowding deepens liquidity and lowers transaction costs.
2. Chaotic Crowding: The Leverage Powder Keg
Conversely, bad crowding is unstructured and volatile—perfectly illustrated by the crypto markets or highly speculative retail trends.
=> How it works: You have a massive, uncoordinated herd of traders all stacked on the same side of a trade (long or short) using extreme leverage.
=> The feedback loop: In this environment, Market Makers face severe inventory risk because they cannot easily offset their exposure. The slightest price tick against the crowd triggers a domino effect of forced liquidations and margin calls. This forces MMs to aggressively hedge in the same direction as the panic, transforming a simple price fluctuation into a violent, unstable cascade.
3. The Contrarian Playbook: Timing the Turning Point
To successfully execute a contrarian strategy, simply seeing "crowding" isn't enough. You need two distinct pillars aligned against the big players
=> Extreme Positioning (The Fuse): Positioning must be pushed to a historical, unsustainable extreme. The crowd must be fully deployed, leaving no "marginal buyers" (or sellers) left to sustain the trend.
=> A Catalyst for Mispricing (The Spark): You need a rock-solid economic thesis where the structural assumptions of clients are fundamentally wrong. A prime example is betting on an imminent recession during a US presidential election year—a macro scenario where political assumptions might blind market participants to deteriorating economic realities. | 449 |
| 20 |  Since starting Dekant, I’ve been obsessed with one question:
Why do some products enter the market’s mind, while others disappear?
The deeper I went into growth, the clearer it became: the first principle of building a startup, especially a new category, is positioning.
Not ads.
Not content.
Not a better tagline.
Positioning.
The market has to know what you are, why you matter, what you replace, and why now. If you do not answer that clearly, the market answers it for you.
So I went deep.
I read the books. Studied the old frameworks. Looked at category strategy, founder narratives, launches, and every source I could find.
Eventually, I found Ekram’s work.
His thinking was not sitting in one clean place. It was scattered across tweets, essays, articles, talks, and conference appearances.
The first time I saw his GTM talk in Bangkok, it clicked:
This was not marketing.
It was the discipline behind how a product becomes understood.
So I started reconstructing it.
The result is a 16-chapter field manual based on Ekram’s method.
I’ve shared it with some of the sharpest marketers I know across crypto and AI. The feedback has been strong. After weeks of iteration, I’m planning to publish it next week.
But I did not want the method to only live as a book.
A book should not only be read.
It should be run.
So I turned the method into a skill:
Positioning Products.
You can use it with your agent to pressure-test a product, startup, personal brand, protocol, book, landing page, name, or launch post before the market misreads it.
It does not start with copy.
It starts with the harder questions:
What is this?
Why does it matter?
What does it replace?
Why now?
What must be sacrificed for the position to become sharp?
Better words come after better positioning.
Open to feedback on the skill:
https://www.skills.sh/soheilmomeniii/positioning-products/positioning-products | 341 |
