ghost93_x

AI & Defi is a natural fit. Decentralized AI, Decentralized Finance.

Many thought gaming would be the normie breakthrough, but the economics just don’t fit.

AI teams can generate rev from much less capital investment & they are already doing so now.

Ppl are unaware bc they got burned by phase 1 (Oct-Jan).

If you in gaming pivot to AI. If you in anything pivot to AI.

Most will be sidelined imho.

Here’s an interesting thought:

The person leading GTM for one of my investments (it’s a CBID project, if that gives you a clue) runs one of the most historically successful web3 marketing agencies, w huge protocol clients.

And they are completely silent atm.

Until they have a product ready for public consumption.

Compare that to the hype train of infofi projects & gaming NFT launches & everything else that has down only charts.

Lesson in there ig.

Tbh I can’t wait for Virtuals to roll out its ACP & consumer facing tech products, so I can start to love it again.

It went from an exciting pioneering AI launchpad, where early users were excited about the tech, to a hub for farmers/extractors to brag online how they turned $10 into $100.

I can make way more money (if that was my goal) trading than e-begging & farming, but fundamentally for me, engaging with a project, I need to be interested in the tech, and all the ponzi mechanics & broke farmers just made Virtual more of a run down (but momentarily profitable) casino rather than a gleaming hub for future tech.

In the end, it will all come down to good products and strong PMF. All these ponzis will die & all the farmers/extractors will move on once there is no more meat to pull from the carcass.

Hoping to see Virtuals Great Again.

Besides Tao subnets, the other most interesting thing in the web3 AI space atm is the Virtuals upcoming ACP & especially the A2C Butler assistant.

I’ve followed the breadcrumbs and loaded up a large bag of $GAME.

I’ll come back to this later.

I’m not sure how you can be a Key Opinion Leader when all you do is talk about stuff you are financially incentivized to talk about bc you are hoping for an airdrop.

None of these mfers have any opinions lol.

This is the best trading environment in months bc a) we are not in a sustained downtrend, so prices are not suppressed, & b) no one is paying attention bc they are too busy yapping so mcaps are reasonable, with lots of great value buys.

I’m sure most are sidelined tho, KOLs only tell them about things on Kaito Earn.

I’m pretty sure no one will actually get that full amount of money posted on the moonberg ai site. Would be funny if it turned out to be some social experiment to show how hungry all the KOLs are, advertising a bare bones product w fake money promises. Ppl really are not where they should be at this point of the cycle, it’s obvious, KOL deals ran out, and they don’t know how to trade.

I’m pretty sure no one will actually get that full amount of money posted on the moonberg ai site. Would be funny if it turned out to be some social experiment to show how hungry all the KOLs, advertising a bare bones product w fake money promises. Ppl really are not where they should be at this point of the cycle, it’s obvious, KOL deals ran out, and they don’t know how to trade.

I’m pretty sure no one will actually get that full amount of money posted on the moonberg ai site. Would be funny if it turned out to be some social experiment to show how hungry all the KOLs, advertising a bare bones product w fake money promises. Ppl really are not where they should be at this point of the cycle, it’s obvious, despite the screenshots.

That feeling when you buy cheap based on fundamentals, then wait for everyone else to wake up & FOMO.

There’s lots of talking heads from 6 months ago who were supposedly AI experts who no longer talk about AI anymore except farming points on Virtuals.

I still talk about AI all the time- on CBID, TAO, AVAX, multichain. (Plus onboarding lots of projects to AVAX, 2 more announcements soon).

Lesson in there ig.

I’m sure a lot of ppl will be upset at me for saying this bc they are all super bullish bc they need to get that yapping bread, but I have zero idea why anyone (in this space, not newbs) would use a custodial wallet for swidging. When something doesn’t make sense, to me it’s DOA.

I’m sure a lot of ppl will be upset at me for saying this bc they are all super bullish bc they need to get that yapping bread, but I have zero idea why anyone would use a custodial wallet for swidging. When something just doesn’t make sense, to me it’s DOA.

Is anyone building a multichain tool which shows you an interconnected visual map of which other tokens any whale wallets are likely to hold in common?

For someone like me who trades based on research & narratives, this is the only wallet tracking tool I would use on the regular

Anytime you think you are late to something bc it pumped a little bit already, just remember most ppl in this space:

1. Don’t read
2. Are chronically sidelined
3. Don’t have the patience to wait and prefer to fomo

If it’s not all over the TL yet u are probably still early.

Of all the new chains, Megaeth has the best chance of success.

Because they are focusing on the protocol level.

Not streamers. Or farming XP.

Just consumer facing tech products ppl will want to use.

Chains win on the protocol level.

TLDR; Megaeth spends money on developers not streamers. We all already know how this story ends.

Will be announcing a 4th onboarded AI project onto AVAX in the next week or so. Like to stagger announcements.

How we coming along with our tooling btw @0xMoonbags ?

HL too strong. I’m back in. Got chopped a bit, but I follow my trading rules with discipline & asset preservation always > maximizing profits.

OK here’s my take on $OMEN. It’s a VERY RISKY play. Either hero or zero. They are teasing they will be using multiple subnets & will reveal team & utility after CBID 2.0 launches. The wallet activity seems to indicate there’s something here & low mcap made it decent R/R for me.

All my CBID bags are absolutely cooking. How many of your favorite KOLs ever talk about it? DTRXBT stakers have been early to all btw.