I think PUMP (pump.fun) is about to hit a new ATH.
Launchpad-related tokens are weak right now. PONS, STONK, and AI are down roughly 50-70% or more from their highs. PUMP is going the other way, up about 9% on the day and heading toward its ATH. The Binance perp had $418M in 24h volume.
Fees back it up. Pump made $7.16M over the past 24 hours, second only to Tether on DefiLlama.
My read is that the market is weak, but Pump is riding its own momentum, and I think it's likely to carry through to a new ATH.
The thing to watch is baton. Ansem has been a loud supporter of pump.fun for a long time, and he bought baton. Someone who has backed pump.fun all along bought the likely leader of the Pump pair himself.
To sum up: the market overall is weak, only Pump is heading for an ATH, and Ansem's pick inside that is baton. I think that matters.
This is just my read, not a recommendation.
Hg5Ja55T5wESq4vyFoiVCMeHXtGyVA69X2UHq8hgpump
Launchpad-related tokens are weak right now. PONS, STONK, and AI are down roughly 50-70% or more from their highs. PUMP is going the other way, up about 9% on the day and heading toward its ATH. The Binance perp had $418M in 24h volume.
Fees back it up. Pump made $7.16M over the past 24 hours, second only to Tether on DefiLlama.
My read is that the market is weak, but Pump is riding its own momentum, and I think it's likely to carry through to a new ATH.
The thing to watch is baton. Ansem has been a loud supporter of pump.fun for a long time, and he bought baton. Someone who has backed pump.fun all along bought the likely leader of the Pump pair himself.
To sum up: the market overall is weak, only Pump is heading for an ATH, and Ansem's pick inside that is baton. I think that matters.
This is just my read, not a recommendation.
Hg5Ja55T5wESq4vyFoiVCMeHXtGyVA69X2UHq8hgpump
โค18๐4๐2
Forwarded from Y Archive
AI ์ธํ๋ฃจ์ธ์ ๋ฉํ์ ๋ํ ์๊ฐ
์ต๊ทผ Jeanphil, DRMR, cz๋ฐ ๋ฑ AI ๊ธฐ๋ฐ ์บ๋ฆญํฐ๋ค์ด ๋น ๋ฅด๊ฒ ์ฃผ๋ชฉ๋ฐ๊ณ ์๋ ์ํฉ์ธ๋ฐ
๊ฐ์ธ์ ์ผ๋ก ์ด ํ์์ ๋จ์ํ AI ๊ธฐ์ ์ ๋ฐ์ ๋ณด๋ค๋ ์ธํฐ๋ท์์ ๋ฐ์ด ๋ง๋ค์ด์ง๊ณ ์๋น๋๋ ๋ฐฉ์์ ๋ณํ๋ผ๊ณ ์๊ฐํ๊ณ ์์.
๊ณผ๊ฑฐ์๋ Wojak, Troll, Pepe์ฒ๋ผ ์์ฐ์ค๋ฝ๊ฒ ํ์ํ ๋ฐ๋ค์ด ๋์ค์๊ฒ ํ์ฐ๋๊ณ , ๊ทธ ์ธ์ง๋๋ฅผ ๊ธฐ๋ฐ์ผ๋ก ๋ฐ์ฝ์ธ์ด ๋ง๋ค์ด์ง๋ ๊ฒฝ์ฐ๊ฐ ๋ง์์.
ํ์ง๋ง ์ต๊ทผ์๋ AI๋ฅผ ํตํด ๋ ํนํ ์บ๋ฆญํฐ๋ฅผ ์ง์ ๋ง๋ค๊ณ , ์๋ง์ ์ฝํ ์ธ ๋ฅผ ๋น ๋ฅด๊ฒ ์ ์ํ๋ฉด์ ๋์ค์ ๋ฐ์์ ์ด๋์ด๋ด๋ ์ฌ๋ก๋ค์ด ๋์ค๊ณ ์์.
์ค์ ๋ก TikTok, Instagram, X ๋ฑ์์ ์์ฒ๋ง ์กฐํ์๋ฅผ ๊ธฐ๋กํ๋ ์์๋ค์ด ๋ฑ์ฅํ๊ณ ์๊ณ , ์ํธํํ ์์ฅ ์ธ๋ถ์ ๋์ค๋ค์๊ฒ๋ ๋น ๋ฅด๊ฒ ์ ํ๋๊ณ ์๋ ์ํฉ
๊ด๊ณ ์ฐ์ ์์๋ ์๋ฒฝํ ์ฝํ ์ธ ํ๋๋ฅผ ๋ง๋๋ ๊ฒ๋ณด๋ค ์ฌ๋ฌ ๋ฒ์ ์ ๋น ๋ฅด๊ฒ ์ ์ํ๊ณ , ์ฌ๋๋ค์ด ๋ฐ์ํ๋ ์ฝํ ์ธ ๋ฅผ ์ฐพ์๋ด๋ ๋ฅ๋ ฅ์ด ์ค์ํ๋ค๊ณ ์๊ณ ์์.
๊ทธ๋ฐ ๊ด์ ์์ ์ด๋ฌํ ํธ๋ ๋๋ ๊ฝค ๋ถ๋ฆฌ์ฌํ ๋ณํ๊ฐ ์๋๊น ์๊ฐ์ค์.
์ฌ๊ธฐ์ ์ค์ํ๊ฒ ๋ณด๋ ๊ฑด ์บ๋ฆญํฐ ์์ฒด๊ฐ ๋ฐ์ด ๋ ์ ์๋๋์ธ๋ฐ
Jeanphil๊ณผ DRMR ๋ชจ๋ ์ธ๊ธฐ๋ฅผ ์ป์์ง๋ง, ๋จ์ํ ์์ ํ๋๊ฐ ๋ฐ์ด๋ด๋๋ ๊ฒ๊ณผ ์บ๋ฆญํฐ ์์ฒด๊ฐ ๋์ค์๊ฒ ๊ธฐ์ต๋๋ ๊ฒ์ ์กฐ๊ธ ๋ค๋ฅธ ๋ฌธ์ ๋ผ๊ณ ์๊ฐํจ.
์ฑ๊ณต์ ์ธ ๋ฐ์ ์๋ณธ ์ ์์๊ฐ ์๋ก์ด ์์์ ์ฌ๋ฆฌ์ง ์๋๋ผ๋ ๋ค๋ฅธ ์ฌ๋๋ค์ด ์๋ฐ์ ์ผ๋ก ํจ๋ฌ๋ํ๊ณ , ์๋ก์ด ์ํฉ์ ํ์ฉํ๋ฉด์ ๊ณ์ ํ์ฐ๋ ์ ์๋ค๊ณ ๋ณด๊ณ ์์.
์์:์ดํ๋ฆฌ์ ๋ธ๋ ์ธ๋กฏ
๊ฒฐ๊ตญ AI ๊ธฐ์ ์ด ๋ฐ์ ํ ์๋ก ์ฝํ ์ธ ์ ์ ์์ฒด์ ์ง์ ์ฅ๋ฒฝ์ ๊ณ์ ๋ฎ์์ง ๊ฒ์ด๊ณ , ๊ทธ๋งํผ ์๋ง์ AI ์บ๋ฆญํฐ๋ค์ด ๋ฑ์ฅํ ๋ฏํจ.
๋ค๋ง ๋๊ตฌ๋ ์ฝ๊ฒ ์ฝํ ์ธ ๋ฅผ ๋ง๋ค ์ ์๋ค๋ ๊ฑด ๊ทธ๋งํผ ๊ฒฝ์๋ ์น์ดํด์ง๋ค๋ ์๋ฏธ
์ฝํ ์ธ ์ ๊ณต๊ธ์ ๋ฌดํํด์ง ์ ์์ง๋ง, ์ฌ๋๋ค์ ๊ด์ฌ์ ํ์ ๋์ด ์์ผ๋...
๊ทธ๋ ๋ค๋ฉด ์์ผ๋ก ์ค์ํ ๊ฑด ๋๊ฐ ๋ ๋ฐ์ด๋ AI ์์์ ๋ง๋๋๋๊ฐ ์๋๋ผ,
๋๊ฐ ์ฌ๋๋ค์ด ๊ธฐ์ตํ๊ณ , ์๋นํ๊ณ , ์ค์ค๋ก ์ฌ์์ฐํ๊ณ ์ถ์ด ํ๋ ์บ๋ฆญํฐ๋ฅผ ๋ง๋ค์ด๋ด๋๋์ ์ฐจ์ด๊ฐ ์๋๊น์๊ฐ์ค์.
๊ฐ์ธ์ ์ผ๋ก ๋ฐ์ฝ์ธ ์์ฅ์์ ๊ฐ์ฅ ์ค์ํ ๊ฑด ๊ฒฐ๊ตญ ์ฌ๋๋ค์ ๊ด์ฌ์ด๋ผ๊ณ ์๊ฐํ๋ ํธ์ธ๋ฐ
AI ์ธํ๋ฃจ์ธ์๋ ์ํธํํ ์์ฅ ์ธ๋ถ์์ ์๋ก์ด ๊ด์ฌ์ ๋ง๋ค์ด๋ผ ์ ์๋ค๋ ์ ์์๋ ๊ฝค ํฅ๋ฏธ๋กญ๊ฒ ๋ณด๊ณ ์์.
๋ฌผ๋ก ์์์ ์กฐํ์๊ฐ ๋๋ค๊ณ ํด์ ๋ฐ๋์ ์ข์ ๋ฐ์ด ๋๋ ๊ฑด ์๋๊ณ , ๊ทธ ์ธ๊ธฐ๊ฐ ํ ํฐ์ ์ฑ๊ณต์ผ๋ก ์ด์ด์ง๋ค๋ ๋ณด์ฅ๋ ์๋๋ฐ
๊ฒฐ๊ตญ ์ผํ์ฑ ๋ฐ์ด๋ด๋ก ๋๋๋ ์บ๋ฆญํฐ์ ํ๋์ ์ธํฐ๋ท ๋ฌธํ๋ก ์๋ฆฌ ์ก๋ ์บ๋ฆญํฐ๋ฅผ ๊ตฌ๋ถํ๋ ๊ฒ ์ค์ํ์ง์์๊น ์๊ฐ์ค์.
๊ณผ๊ฑฐ์๋ ์ด๋ฏธ ์กด์ฌํ๋ ๋ฐ์ ๋ฐ๊ฒฌํ๊ณ ๋ฒ ํ ํ๋ ์์ฅ์ด์๋ค๋ฉด, ์ด์ ๋ AI๋ฅผ ํตํด ๋ฐ ์์ฒด๋ฅผ ๋ง๋ค์ด๋ด๊ณ ํ์ฐ์ํค๋ ์์ฅ์ผ๋ก๋ ๋ณํํ๊ณ ์๋ ๊ฒ ๊ฐ๋ค๋ ๋๋์ ์ข ๊ธธ๊ฒ์ ์ด๋ดค์.
โค26
After Jensen Huang's keynote at NVDA, more than 10,000 additional microduck units have sold.
And it hasn't even started yet. Imagine kids treating it like a puppy or a kitten, as a living thing, and training it, teaching it, and playing with it in their own way.
Parents of other kids who see that will want one too, both for AI learning and so their child isn't left out, so sales will keep growing.
Beyond that, anyone curious about reinforcement learning will buy one as well, and a wide range of content will start coming out. It's only a matter of time.
And it hasn't even started yet. Imagine kids treating it like a puppy or a kitten, as a living thing, and training it, teaching it, and playing with it in their own way.
Parents of other kids who see that will want one too, both for AI learning and so their child isn't left out, so sales will keep growing.
Beyond that, anyone curious about reinforcement learning will buy one as well, and a wide range of content will start coming out. It's only a matter of time.
โค11๐ฅ4