ik ppl saying politifi will be the meta but nah
elections were heated when biden vs trump was cooking
its not a meme anymore its very real and not something people really care about as much. especially not for memes.
slop, project89 are projects of the past imo. good narratives, good efforts, won't hold the same mindshare again though.
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currently holding:
shegen (2/3rd allocated size looking for lower to dca in)
goat (minimal amount looking to allocate big money)
e/acc i bougt some here but i'm tryna acquire some more % of supply purely because of normie/tech twitter adoption possibility. Good upside.
watching other coins but not considering buying into them. I don't like playing betas just by the 'its a beta' logic anymore. been burnt a lot and documented it many times on here haha
shegen/goat/eacc are technically betas but have their own lore and fit the meta by relevance, rather than simply following along goat as the 'second coin' or wtver bs
bought 2/3rd of my shegen position here will DCA a lil if it goes lower else am happy to ride it up with current size.
am convinced shegen touches 80-100m if gnon did. gnon was a pretty ass coin. I couldnt tell why it pumped as a crypto native coming back after a break. probably just pure second mover advantage.
Expecting ~2-3x on this.
Also want to allocate a bunch to e/acc just tryna catch a good entry
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
patient hold on these three. Can chill in red. Don't think I'm going to use my alt wallets to buy any other narratives. AI is THE make it narrative and I will either make it big or be proven wrong by the market and have to rely on my future job.
I have seen 2 cycles (this my third) and there are certain plays which seem obvious but don't act in obvious manners, but markets always price them eventually.
NVIDIA had so much influx of money that it ~10xd (in stocks, this is huge) and they had to split their stock.
AI has been on obvious narrative/meta for us since so long, but nothing seemed to catch on or make it big, until this.
TAO was the only coin which did well, rest pretty much fluffed.
i refuse to believe web3 doesn't capitalize on it in some form.
if it goes lower i dip into my alt wallet savings to buy more
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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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