Do you know what's the rare beauty of $AVM launch?
People being loud about it and telling you they bought -they actually did
Strategic round was very tight, smaller tickets and mostly directed towards key figures that aim to get this @avm_codes to the next level in longer term - that includes me too as person that incubated the project for launch and aims to help to scale it
HARSI zilnic atinge 🟢, dacă scădem mai jos mă aștept ca a doua cutie să fie ștersă cu câteva fante mai jos dacă cineva greșește pe un orderbook subțire
How many influencers do you know are actually talking about the projects because they really believe in them (due to vision, value prop, product etc.)?
Not talking paid deals (which is not wrong to be clear, that's how you also get more eyes on niche projects at start, it's quite crucial in most cases), but sheer belief (and obviously properly sized bags, as you expect from conviction bets)
I'll start with biggest high conviction bull out there in the space: $BTC - @saylor "There is no second best"
I wish I could tell you to fade Bittensor $TAO and the subnets, but I can't.
Most of the supply remains staked, and liquidity on exchanges tends to be shallow at times (creating great opportunities for well placed stink bids)
It is still early stage for the network imo, and most of the people still do not get how it works at all. I've met people that have been in this space for years, and they were not aware of its existence even.
Nu poți captura o audiență pentru mai mult timp, dacă povestea pe care o spui nu este suficient de captivantă
Câteodată ai văzut un ticker fiind promovat, dar când te uiți, nu ai nicio idee despre ce este vorba și decizi să-l ocolești, sau, mai rău, să-l copiezi doar pentru a realiza scurt după aceea că este doar un LARP și ai fost o lichiditate de ieșire
Multe start-up-uri nu reușesc să realizeze asta când folosesc un jargon tehnic complicat în loc să-l facă suficient de simplu pentru a fi înțeles (mai ales LARPS), apoi se întreabă de ce nimeni nu rămâne mai mult decât un joc rapid de ruletă (dar hei, LARPS te vor depăși totuși, deoarece jocul este aranjat de la început, mai ales dacă KOL-ii le oferă suficientă tracțiune pentru a te câștiga)
Caută start-up-uri care doresc să înțelegi ce construiesc sau ce valoare creează și își doresc să fii parte din acea mișcare, în loc să se concentreze exclusiv pe creșterea prețului, indiferent cât de tehnice sunt - așa poți construi convingere și crește asimetria, mai ales cu LowCaps
The amount of 'utility' extractors LARPing as a real thing launching lately is baffling.
I believe just in past 2 weeks I've seen 10M$ extracted in tax, that is unlikely going to any development
If you actually INVEST or want to believe in something - Seek quality, or get extracted by the same teams all over again, as these projects simply won't last
LowCap Game is extremely volatile by default - you have to embrace it, sometimes you will be the exit liquidity, that's just the way it works
$TAOBOT is prime example of giga growth, then massive dump, only to go back up again - product development & great backing mixture played its part
Multiple LowCaps have this setup, some are missing one of the two elements, but what happens when it is placed in the right spot? You know it
Look for them yourself, utilize tools like @Protokols_io to scan projects for their largest backers, or to scan KOLs themselves to see which projects they have been backing, and for how long, how their price behaved over time
Just do that bit of work, put that effort in, over time it really pays off, at least it did for me so far
Lots of side events attended, main Token2049, plenty meetings with teams in more relaxed settings as well as meetings with KOLs - putting face to those images
Cheers, there is a lot of work to be done, but I have to say, I start to feel its time to crank it up a notch.
Realised few things about scaling like bottlenecks that projects are facing and potential solution how to get rid of them.
If it works out, Ill actually feel more safer betting certain projects than I am now
Regardless of it all - I feel AI is still in early stage, and capabilities are tremendous. Look out for LARPs in this casino, so you dont end up donating to the house again.
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