The UP Keeper

seeing a lot of posts of people trying to position themselves to "catch the next utility play" the best utility plays are always cooked during times of depression and timeline silence regarding this cycle, they were already born between november last year and august this year this is a period where teams and devs are focusing on solving problems and innovating without price and whinging investors in socials 99% of projects born after the market interest returns are extractors, vapor, narrative vamps etc the 1% is potentially good teams who built and waited for market conditions to return, but i still put my eggs in the basket of builders who communicated and developed during periods of doom ofcourse there will be great narratives to play and ai agents/infra for example have a long way to play investing/gambling wise but the best best projects have already been seeded and born im sure some projects are coming to mind as youre reading this, but do realise ALMOST everything from this point on will turn to vapor the elite projects have already shown their hand, and some are still criminally undervalued the bull season is going to go very fucking stupid in my opinion and also one of the last chances to make retarded money they will want to suck every single soul into the market, old, young, traditional etc, from every corner of the earth, ready for the great macro economic flippening, it couldnt be anymore clear with the way certain market narratives have been allowed to dominate we already been through this many times, dont keep falling for the same fuckin mistakes, reflect on them, adjust your strategy to deal with your future emotions however if youre happy to keep doing the same thing over and over again then you already know your fate switch on and see you at the finish line