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.

Nejsem si jistý, jak můžete být klíčovým názorem, když jen mluvíte o věcech, za které jste finančně motivováni mluvit, protože doufáte v airdrop.

Žádný z těchto lidí nemá žádné názory lol.

Toto je nejlepší obchodní prostředí za několik měsíců, protože a) nejsme v udržovaném poklesu, takže ceny nejsou potlačovány, & b) nikdo nevěnuje pozornost, protože jsou příliš zaneprázdněni tlacháním, takže tržní kapitalizace jsou rozumné, s mnoha skvělými hodnotovými nákupy.

Jsem si jistý, že většina je stranou, KOL pouze říkají věci o 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.

Je spousta mluvících hlav z před 6 měsíců, kteří byli údajně experti na AI, ale už o AI nemluví, kromě získávání bodů na Virtuals.

Já stále mluvím o AI neustále - na CBID, TAO, AVAX, multichain. (Plus zapojuji spoustu projektů do AVAX, brzy další 2 oznámení).

V tom je nějaká lekce, myslím.

Jsem si jistý, že spousta lidí bude naštvaná na mě, že to říkám, protože jsou všichni super optimističtí, protože potřebují získat ten křupavý chléb, ale nemám ani ponětí, proč by kdokoli (v tomto prostoru, ne nováčci) používal úschovní peněženku pro swidging. Když něco nedává smysl, pro mě je to mrtvé na příjezdu.

Jsem si jistý, že mnoho lidí bude na mě naštvaných, že to říkám, protože jsou všichni super optimističtí, protože potřebují získat ten chlebík, ale nemám vůbec žádnou představu, proč by někdo používal custodial peněženku pro swidging. Když něco prostě nedává smysl, pro mě je to mrtvé při narození.

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.

Bude oznámen čtvrtý onboardovaný AI projekt na AVAX během příštího týdne nebo tak. Rád bych oznámení rozložil.

Jak pokračujeme s našimi nástroji mimochodem @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.