Highly emotional market participant
Not Financial Advice
Joined September 2018
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Alex Strz retweeted
I think the reason speculative cycles don’t repeat is once everyone makes money, they realize that it was ludicrous and can’t be repeated and therefore don’t size buy the old thing anymore. ICOs led to defi money. Defi money pumped NFTs. Nft money pumped memes.
Idk what meme money is gonna pump but highly doubt it’s memes again. Everyone who made a lot in memes know it’s been solved. Those 2024 size buys we were splashing around aren’t coming back to memes.
Apps are focused on trying to bring in new users who will have $100 meanwhile the 200 Milady pfps with 300k each they want to splash around aren’t gonna touch memes because they have been solved and the apps are amplifying a bunch of grifters.
Every pump gets sold off cuz the only one in those coins are trenchers who don’t have any money. All the real money stopped playing the game.
This is the world of trenching as a career that a bunch of grifting KOLs have been pushing for 2 years. The end state has been realized. 10k to 300k runners.
if anyone is saying anything remotely bullish for onchain they are selling you a dream
recent public buys from Ansem - arguably biggest mindshare out of anyone on CT, all retrace quite quickly... see a few months back, jotchua, kins etc, things carried on up and even candled a few milly on his buys
kilroy also big retraces
strange times onchain
Yo, @opensea sack up and drop the token
$SEA is coming.
Here are a few things to know:
• Historical OpenSea usage, not just recent activity, will be an important ingredient
• Claim process will be simple and accessible. US users welcome
• We’re focused on long-term sustainability and supporting a healthy, enduring community
• No details on timing yet. We’re taking the learnings from this space and getting it right
As always, only trust updates from @openseafdn and @opensea
Using current bittensor:native price as the anchor ($251) and zcash:native 's Q4 2025 move I modeled future TAO price since I see some similarities (such as ETF timing + narrative exposure, Grayscale, etc.) - Weighed the move at 20% discounted to ZEC's.
Alex Strz retweeted
at least a trillion dollars needs be encrypted, along the way we'll do a few quadrillion in options volume, and also they're making ai bitcoin
I subscribe to the $TAO is a beachball underwater thesis. We went through first halving last December.
Historically for 21m cap, PoW (or hybrid PoW) coins the magical timeline for price reflection is 12-18 months which we're right on the cusp of.
Additionally, quite a few Bittensor subnets are generating more MRR / ARR then vast majority of L1s and L2s in the space. I thought the price action would be a bit more green this past month, but my view hasn't changed that people will be envious of these levels in the next few months.
ZEC up another +20%, holy sh#t!! 🥵
I know it may feel like I’m talking about a lost cause given recent price action, but there’s no future where $TAO doesn’t deliver the same kind of performance over the next 12–18 months.
It’s too on point with what’s happening in AI. @Jason’s besties are weeks away from admitting they’ve been stacking $TAO in secret. There’s too much happening with the subnets: green inference, Earth’s cheapest compute, infinitely scalable decentralised creator agency, world-class video processing, SOTA computer vision and robotics models, etc.
It might feel crazy or delusional right now, but I’m confident that won’t be the case for much longer!
Notice that @DegenPing 's followers are at 88k.
He tweeted 888.
$ZEC recent high price was 888.
The universe is giving you very clear signals.
Alex Strz retweeted
Announcing Teutonic-II-110B: a frontier permissionless training of a 110B LLM
We are scaling 10x beyond our previous model and 50% larger than any prior decentralized run.
Today, after 4 months, Subnet 3 (previously @tplr_ai) got retaken by holders through vote.
We're celebrating by releasing our first model.
Teutonic-I: the worlds most performant decentralized LLM.
teutonic.ai/paper.html
