Crypto Narratives
$GOAT was both a memecoin and the leader of the AI agent narrative In the end, it is now much smaller vs both VIRTUAL which is 'serious' AI agent infra, and FARTCOIN, which is a pure meme that emerged from this narrative The person who chases two rabbits…
That being said
VIRTUAL - $3.4bn MC
AI16Z - $1.3bn
FARTCOIN - $870M
GOAT - $440M
AIXBT - $370M
While GOAT was the leader not too long ago ?
Yeah, GOAT should be a good r/r here
VIRTUAL - $3.4bn MC
AI16Z - $1.3bn
FARTCOIN - $870M
GOAT - $440M
AIXBT - $370M
While GOAT was the leader not too long ago ?
Yeah, GOAT should be a good r/r here
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Crypto Narratives
In terms of pendulum swinging back and forth, CEX memecoins have been the most significant underperformers since mid-November When mean reversion ?
CEX memes have started showing first signs of life
Very timid tho but something to monitor
Very timid tho but something to monitor
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ETH memes I like :
$PEPE - $7.8bn mcap
$MOG - $870M
$SPX - $830M
$HPOS - $185M
$DOG - $50M
$LMEOW - $33M
$JOE - $30M
$KEKEC - $10M
$PEPE - $7.8bn mcap
$MOG - $870M
$SPX - $830M
$HPOS - $185M
$DOG - $50M
$LMEOW - $33M
$JOE - $30M
$KEKEC - $10M
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Crypto Narratives
ETH memes I like : $PEPE - $7.8bn mcap $MOG - $870M $SPX - $830M $HPOS - $185M $DOG - $50M $LMEOW - $33M $JOE - $30M $KEKEC - $10M
Smaller ones :
$FROGE - $8M
$BCAT - $6M
$SWAG - $5M
$QUBY - $2.5M
$FROGE - $8M
$BCAT - $6M
$SWAG - $5M
$QUBY - $2.5M
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Not many memes (excl. AI) are showing strength vs market :
$SPX
$FWOG
$GIGA
$SPX
$FWOG
$GIGA
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Forwarded from Shitcoins and Gems by Viktor
$OMEGA looks great here
I just love the esthetics of that coin so much
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I just love the esthetics of that coin so much
⧫⧫⧫⧫⧫ Ω ⧫⧫⧫⧫⧫
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Hopefully Saylor announces that they bought dust like $300M worth of $BTC
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Crypto Narratives
Hopefully Saylor announces that they bought dust like $300M worth of $BTC
$200M announced 😬
Not surprising given the CB discount all week, but it also looks like we've not been in the blACkOut pEriOD yet
https://x.com/saylor/status/1873716433919803868
Not surprising given the CB discount all week, but it also looks like we've not been in the blACkOut pEriOD yet
https://x.com/saylor/status/1873716433919803868
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Fully deployed right now
I will lever up if we get sub $90k but I'd prefer not to see it
I will lever up if we get sub $90k but I'd prefer not to see it
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I am buying $FUEL now that it's listed on Bybit perps
I think it's a very overlooked L2 play
Adding on any dip
I think it's a very overlooked L2 play
Adding on any dip
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MSTR premium to NAV is now down to 1.7x, the lowest it's been since May 2024.
It will be interesting to see how low this settles at.
The lower the premium, the more interesting it gets to buy $MSTR instead of $BTC if you think the cycle has not topped
It will be interesting to see how low this settles at.
The lower the premium, the more interesting it gets to buy $MSTR instead of $BTC if you think the cycle has not topped
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