Upside is a 2-3x but would require size
Downside is losing a lot cuz we buying with size
Local top on AI for me will be when the hottest coins are virtual gf bf coins
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Looking at yhe AI agent coins rn
$virtual limited r/r imo would start selling soon
Would say we have a few opportunities to buy some of the others. Still digging deep into whether to buy or not.
Wmm I am on the fence about ngl
Not in a compelling enough price rn honestly to start buying
Completely risk free removed inits expecting a short dump on project 89
Will consider adding a little more but I'm up ~50 sol on this rn so might as well just ride it out
from my pov i agree memesai seems undervalued using the ~10% beta rule
BUT
memesai has been cooking with this same narrative for long enough IMO that if the market was going to price it higher it would have done so already
so there is a severe misprice. either:
goat is mispriced too high
memesai is mispriced too low
or this is just an anomaly and we ignore it and trade it without dependence on any other coin
personally GOAT is genuinely gonna be a goat meme. if goat is mispriced high there is no one happier than me because it'll then go low and end up being my fattest bag
maybe im being a bozo and reading too much into memesai and need to left curve the narrative and buy it but im still sitting aside for a while.
ive tried trading charts on betas obviously, and they never ever follow the main mover in the exact same way as we (including me) expect memesai to. which is why i'm rather sitting out than taking L's on size
moodeng caught me off guard ngl, i was discounting it as a dead meme
ppl still holding on to cute animals because that's what they know
goat will be fucking huge I am positioning myself big
enough value extracted today bunch of rugs bunch of runners likely that onchain cools for a day or so. WIll find better entries. Most important takeaway that I walked away with a good profit
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Doing good. Lots of potential.
Some thoughts:
- gnon had first beta advantage but otherwise p ass
- wmm good but reached potential, funny meme cult like but otherwise iffy
- Flavia going through stuff rn, small L
- forest no idea what it is was trading chart, took P
- goat is the goat. Meme will transcend everything and giga bull to billions. Rotating all profits here slowly.
- burzen interesting but no attention. I trade attention so not worth trading.
Most other narratives that pop up, I simply ignore. It's fluff, made up. Crypto has a low bar, slightly genuine projects do well, long time passion projects with talented backing should be safe asymmetric bets.
project89 i would buy here if i hadnt entered yet. my avg entry is 8.1m. i think its going to be a good trade. signs of local tops on-chain but project89.... has too much going on
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Also honestly am not sure of the r/r on ai virtual coins
Mcaps are too high and it's gonna be a high risk low reward considering KOLs and tge and vesting schedules and everything
Olas luna Wai Cai
Am I missing anything in the ai agent starter pack
Grass airdrop in two days praying it's a four fig at least
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Shiii koto 6x from where one of yall told me to buy
Bought some but sold at breakeven I couldn't build conviction to hold
Ggwp hope you eating
Trading is so much easier when you have confidence in yourself and it is well founded
Obviously didn't catch all the runners and didn't print 10x my networth this week, which was very possible
But I did get 7-8% closer to my goal. All that matters.
I'm not tryna hit a jackpot and retire myself, though I won't complain if that happens
derisked project89 by selling 1/3rd am now pretty much risk free and will be in a position to take action in any scenario
conviction prints
ppl saying memesai gonna go on a run like goat
1. no beta meme ever follows in the footsteps of the first mover. we all know that. we all still are tempted to fall for it
2. the meme which follows in the footsteps of the first mover is always a meme that is making waves but with not the same mindshare on twitter as the 'beta'
not saying which one it is but my bet is on project89 > memesai
projct89 i had 6m buy orders but i think i bought at the time of setting the order too 😭so im actually down rn but avg is ~10m mcap
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tp (functioning as SL since i was up already) on project89 hit walking away with +34%
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Memesai has potential too. I dont understand it fully yet still tryna figure out the lore.
Matter of whether normies pick on it or not. I bid very small.
Been reading a bit on parzival
While I won't entirely discount it (larp) I looked back and he looks like a very genuine builder and has been super passionate about AI since before this craze came up.
I dont know how it's gonna go down. I am not 1000% sold on it as I am for GOAT
I think it's worth a bet, an extremely risky bet. Let's see. Will be a heavy loss if taken
bought some memesai too, saw some tweets about it.
a little bit of fomo a little bit of trying to hedge my bets on what i think are good coins, and trying to weight my bets according to my own convictions in them.
i like project89
it is extremely unproven rn but i allocated lots of money to them. if it goes south i lose a lot.
memetic warfare and artficial agents influencing real world is interesting to me. I like.
7m rn would buy. I bought more. DCAing
