@CryptoStreamHub

Looking for reflexive high-beta trades.

Joined September 2021
  • Tweets28.6K
  • Following2.5K
  • Followers68.1K
3.5KMedia

The Memory Trade Explained: Why some traders are going all-in on Micron

Over the past few weeks, some of the smartest traders on X have become extremely bullish on Micron.

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DoubleZero – The biggest launch that nobody is talking about

Imagine a professional CS-GO game with a huge prize pool, but one team plays over a slow Wi-Fi connection, and the other team over an ultra-fast gigabit fiber connection.

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ENA: An overview of upcoming catalysts

When I look at ENA, I see a unique blend of fundamentals, growth trajectory, and narrative. In this article, I want to explain why I am so incredibly bullish on Ethena, with a focus on creating an ove…

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Why Internet Capital Markets Is the Most Mispriced Narrative in Crypto

Most people still misunderstand what’s happening in crypto right now. They look at ICM tokens and see meme coins for SaaS tools. I see the next evolution of how internet companies raise capital and …

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Launchcoin: Great Revenue, Dying Charts

Despite $20M in fees, the ecosystem is showing signs of deeper structural weakness. Here’s what’s really going on:

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Thinking About Buying $TAO? Read This

A great framework for valuing altcoins is what I call the "Is it Bullshit Test". Essentially, you are trying to figure out if the altcoin has true adoption.

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3 Pillars for #AI16z: Strategies to Become the Binance of AI

This proposal outlines a multi-step strategy to position AI16z as the premier launchpad and ecosystem for Crypto x AI projects. By focusing on dominating AI launches, building an elite Business Develo…

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My Framework For Finding Tokens - Part 1

Introduction: I often get asked about my framework for finding tokens. They ask me: "How exactly do you look for new trades". Unfortunately answering this question is not easy.

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THIS PROJECT IS EITHER A 5-10x OR A RUGPULL

Below is my research report into a project that has a 95% of being a rug pull and a 5% chance of doing 5-10x, proceed at your own risk:

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ARC Agents: The Vertical Agent Framework for Gaming

I recently saw a report about Meta's virtual reality metaverse game that they published a while ago.

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The Agent Narrative – 5 Key Trends Happening Now

Wait... Another article with trends in the agent narrative? Didn't you publish a similar post last week?

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Where the Agent Narrative is going in the next 4 weeks:

Agents are getting diluted with all the new projects being launched and the competitive advantage is shrinking.

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