i bought a bunch of ai stocks last night. dont expect spx to bottom too soon but buying google under 300 is such a steal

gonna bombard with a lotta insights today as i have time in the weekend to look at market deeply and find out the way to work with my agent armies which have been helping me in building few projects at the same time and feeding market intelligence

interestingly, only these coins in my watchlist having their rallies (keep forming higher highs and look like still being in the trend) since bitcoin hit 60K in early feb: hype, tao, ethfi, grass, kaito, virtual, sky

there're some assets having nice rallies but the recent corrections on them are pretty hard

the list above tells lot of stories about current market sentiment that you might overlook.

for me it's clear that

- memecoins are dead. they form good long when market turns risk on but you need to tp quick and forms good short when market corrects

- hype is the aboslute winner and will keep its position, but there'll be point of entry that makes the upside of the hype trade not as huge as which of other trades driven by fresh speculation and new narrative as market turns risk on post war settlement

- the hunger for an ai adjacent trade is clear. bittensor paints a good story of making ai decentralized especially when you place it next to close-sourced llms and ai models

- there must be something good happening in agent commerce and neo bank. i cant think of any projects that lead these 2 categories other than virtual and ethfi

- after dropping a lot of disappointment in 2025, i think sky this year is a good bet on the growth of onchain stable cap

dont trust the depin and former-infofi pump, i think they were just oversold-driven rallies

the projectX dex is prolly the last bet going along with healthy hopium on hyperevm.

i think hype airdrop ss3 will account for all user activity on hyper core, hip3, and hyperevm. after the season is finished, hyperevm is pretty much cooked

some interesting behind the scene news on solana dex scene making jup an okay to hold bet i think

if they want the flows, they create the flows. price follows narrative dont think much

what the 50th percentile can see is pretty clear: ai, hl hosting the house of finance, etc but what the 10th percentile is seeing?

the hype trade is giving me a decent roi on a pretty sized-in amount of cap. i actually had a long at $26 but fucked up there so couldnt hold it

charts to keep your eyes on in solana eco are def skr/sol and skr/btc

i think i can let my openclaw agent to post on it channel. will check

holding some onchain of strc to farm onchain yield, which has been pretty bad lately

vercel lab's cli is the new google chrome

imagine there'll be biggest IPOs in history happening this year and hip3 is the only place folks can speculate on these launches pre ipo

id like to long btc sub70 and tp at 80

congrats to those who longed following my advice

Đây là phần mở đầu trong bài một podcast mang tên The End of Beginning (Sự kết thúc của màn bắt đầu) của a16z vào năm 2019

Nhìn lại để thấy công nghệ đã thay đổi như thế nào trong chỉ hơn nửa thập kỷ cao

Most people are online, but most of the money is not -> 2026 chúng ta không còn nghi ngờ về crypto sẽ tạo ra một lớp tiền trên Internet được sử dụng hiệu quả (tạo yield, tham gia vào các sản phẩm tài chính onchain...) chứ không chỉ để chuyển tiền xuyên biên giới

New structural layers, after search & social now ML and crypto -> 2026 chính xác, AI và crypto đã trở thành những mảng chủ lực của frontier tech, ảnh hưởng đến cách làm sản phẩm, ship sản phẩm đến users, và xây dựng business

Great time to be alive!

Anh em quan tâm có thể nghe lại: https://www.youtube.com/watch?v=RF5VIwDYIJk

i prompted it today on gemini and as a millennial early user of facebook, it's the moment 'i know its coming' for me

the new human social behaviours on the internet never disappoint us. this time around, and with the next-gen genz & gen alpha users, we're seeing an internet being fragmented instead of being unified as it was in 2005-2021