Verticala AI în criptomonede refuză să arate vreun semn de putere, iar majoritatea activelor de aici sunt într-o sângerare perpetuă.
Ceea ce mă entuziasmează cel mai mult pe viitor este perspectiva antrenamentului descentralizat cu protocoale precum Prime Intellect și Nous Research.
Cred că ambele sunt absolut strălucitoare și vor avea succes pe secundar când vor fi lansate. Dar, pentru moment, poate există 1-3 active demne de cumpărat.
Între timp, NVDA înaintează spre cele mai mari valori din toate timpurile.
Just like traditional equities teams that fail to find product-market fit, build a moat around the product and generate meaningful revenue will die.
The difference between equities and crypto though is the following:
[1] Tokens time to liquidity is heavily accelerated compared to traditional IPOs meaning you have a bunch of shit launching that will rally and bleed to zero never coming back washing out retail.
[2] The bifurcation of value between equity and token which makes it increasingly difficult to invest directly in the token.
Based on my mean reversion and linear regression indicators we currently sit just above the 1D mean meaning there is virtually zero over extension in price at $106k.
Overextension for price now sitting at $125k expecting a slow grind up towards previous all time high then vol to really kick in as we smash through it.
After they close the strait of Hormuz next major geopolitical event is the rebuilding of the third temple of Solomon and the coming of the Anti-Christ.