HanJay Contemplates
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I vocalize my thoughts here. DM: @hanjasonn. Tweets x.com/hanjaycrypto. Casts warpcast.com/hanjay.eth

Disclaimer: I'm 80% builder and 20% investor, so it's not a trading channel. But you would find a lot of hidden opps if you read carefully.
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just bought a bitcoin
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HanJay Contemplates
just bought a bitcoin
everytime i bought
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stocking up sub 75 and short hedging every correction
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thats crazy to think that the world is running out of things to build

take a step back and think how the new forms of the economy in the history of humankind have been leading us to

how the cross border economy have been leading us to

how the internet economy have been leading us to

how the mobile economy have been leading us to

how the blockchain economy have been leading us to

now how the agentic economy will be leading us to?
i think people would be okay with paying a premium for the security-guaranteed composibility and efficiency blockchain offers

thats why ethereum and bitcoin network fee are not cheap and it's worth it
The whole new list of megaeth consumer apps excites me
HanJay Contemplates
just bought a bitcoin
should i buy another bitcoin here at sub78?
landing a 1m investment offer on a dinning table in a Japanese restaurant was a special experience we had

Don't talk about money but take it as a chance to step into the network that you would find it hard in your life to step into

I wish we would realize it as the biggest value of the offer at the time we took it but it's kinda too late
Even knowing it will be big, I need to be spoon feeded data of agentic capital market to feel confident about the space in at 6-12 months

Is there agentic projects/companies operating onchan properly and generating more than 1m rev yearly?

Questions like this. Enlighten me
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just published this skill https://github.com/hanjaycode/hanjay-ltf-view

Apply Hanjay's LTF (low time frame) market view to the current crypto market. Trigger this skill whenever the user asks for "Hanjay's view", "Hanjay's LTF", "give me Hanjay's view on the current crypto market", "apply Hanjay's framework", or any variation of wanting a crypto market analysis through Hanjay's lens. Also trigger when the user says "just apply it anyway" or "apply regardless" after being told the framework may not be valid. Always use this skill for these requests β€” never answer from memory alone.

check principal.md to see the thesis
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i think its the good time to stock up equities that have been down bad in saas apocalypse
on it. agree that a lot of AI shits in crypto have been...shitty

but all of them had their prime time when the narratives around them were in place

tao represents a philosophy that is even more than just a product or a network, and 100% that this narrative hasnt been priced in yet. you will see folks talking more about decentralizing/ democratizing / open sourcing ai as anthropic, gemini, open ai getting bigger and bigger. i think tao is still purely a trade but at least an unpriced one and putting a statement like this is kinda a sign of ignorance
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Forwarded from Quocanh.eth | Peter
Just another VC shitcoin like all others: fet, ar, wld... dumping to zero sooner or later
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I still remember the same time last year, we rented a new office just by the sword lake.

it was may 7 and we we're in the middle of the last leg of the bull but not many realized it including us. we held the belief that the 4 year cycle pattern is the history

If the 4 year cycle plays out, 6 months in the bear is maybe still not enough
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x2 on google long