Head of Research at @Cryptonary PhD in Digital Platforms & GKS scholar Smtimes have random thoughts that I share here

Digital Nomad
Joined February 2022
The meme The art The aura
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30% allocated now objective is still to have 70%+ allocated intelligently by EOY
Roughly 85% cash, with decent profits taken on PUMP, PONS and HYPE on the way up PUMP is consolidating nicely, while I expect HYPE to chop for a bit (I'll be adding on pullbacks!), I have no idea about PONS here Still think HYPE>PUMP>PONS Want to be 70%+ allocated by EOY
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$90 Hyperliquid
The generational bottom for HYPE is close Tornado Cash seller has around $30m left to sell, and I believe they will finish by the end of this month On the other hand, PURR is raising $1b in cash to buy HYPE from dev unlocks And implications of portfolio margin aren't priced in
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No context plan for solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn
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Makes total sense considering how much those guys FUDed PUMP
JUST IN: FOMO FOUNDER SE YONG SPOTTED AT DINNER WITH FAZE BANKS, THREADGUY, RASMR, ORANGIE, INSENTOS AND MORE
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Yeah, anyone who looked at the design of AIs can see why it is simply not designed for creating new knowledge. "AI will cure cancer!" Sorry, but no, unless it works together with humans It can commoditize average cause it scales... sure, But science is about pushing boundaries and discovering things that are neither in the data nor a consensus view But AI models, by design, revert to what is consensus in the existing data, which is the opposite of what you should be doing as a researcher
Oxford researchers argue that LLMs can never invent anything. It is mathematically impossible. They published a paper called “Theory Is All You Need" and it argues against the claim that computational models can generate genuine novelty or new knowledge. They analyzed the limits of generative ai, and the results are a brutal reality check for the idea that ai will replace human decision making under uncertainty. Here is why AI is stuck and human cognition wins: backward-looking vs forward-looking.. llms are probability machines that look backward at existing data. human cognition is forward-looking and capable of generating genuine novelty. human cognition operates theoretically "top-down" rather than "bottom-up" from data. the "data-belief asymmetry".. the researchers use the invention of "heavier-than-air flight" to illustrate this concept. an ai relies on data-based prediction, which is largely imitative. humans, however, use theory-based causal logic that allows them to hold beliefs that go beyond existing data. the intervention gap.. humans don't just process information; we use theory to practically "intervene" in the world. we engage in directed experimentation to generate entirely new data. ai-based models are theory-free and place primacy on existing data and prediction. tldr? AI uses a probability-based approach to knowledge and ia largely imitative. It can process data and make predictions, but human cognition relies on theory-based causal reasoning. The decades-old analogy comparing human minds and computers to mere "input-output" devices is fundamentally flawed.
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robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 vamped solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx vamped robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 solana:5dvXTZ5qwgafnHtwu3Ls3QrWx1U4LQsFeCuJgkk4QEC6 is vamping solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn is vamping everyone Oh yeah, also FOMO is making shit ton of money off above PvP
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I'd like some deeper pullback on hyperliquid:native tbh Low $70, high of $60 would look attractive, considering the market's bottomed However, hyperliquid:native has printed bearish divergences on 3d, 7d, and 30d High timeframe divergences are my favourite indicators for bottom/tops Either it is going to be an exception, or HYPE gonna chop for weeks/months
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No context plan for solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn
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Ultimately, I think BTC is in a range here Any flush towards $72k-$75k would be an opportunity to add, because you can't deny the strength it has had the last few weeks
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after attempt 134, the blue check is back!
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$ZEC #10 now Nice
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Also happy to see now projects are racing to bring back value to holders via buyback Hype, pump, pons all doing well is a big win for the industry
The amount of FUD on $PUMP is incredible i understand you guys missed out on obvious trade and now cheering for copy-pastas but looking at numbers all of them can do well, and are all relatively undervalued compared to bunch of vapor and the stock market
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The amount of FUD on $PUMP is incredible i understand you guys missed out on obvious trade and now cheering for copy-pastas but looking at numbers all of them can do well, and are all relatively undervalued compared to bunch of vapor and the stock market
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Also, did you know that the more successful PONS is, the better it is for PUMP because of their trading app? More than 50% of the volume on their app is RH shitters Yeah, prob $PUMP underperforms in the short term, but it's easy to see how strongly they've positioned themselves
$PUMP has been quite weak lately, mainly due to $PONS vamp attach pump's market share Play the narrative while it is hot, but after a couple of weeks in the Robinhood trenches, it is clear to me that Solana's UI/UX >> RH L2 Come on, i thought we solved the gas issue in 2023
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$PUMP has been quite weak lately, mainly due to $PONS vamp attach pump's market share Play the narrative while it is hot, but after a couple of weeks in the Robinhood trenches, it is clear to me that Solana's UI/UX >> RH L2 Come on, i thought we solved the gas issue in 2023
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Abror retweeted
zoomed out, this really looks like solid R:R
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Roughly 85% cash, with decent profits taken on PUMP, PONS and HYPE on the way up PUMP is consolidating nicely, while I expect HYPE to chop for a bit (I'll be adding on pullbacks!), I have no idea about PONS here Still think HYPE>PUMP>PONS Want to be 70%+ allocated by EOY
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zoomed out, this really looks like solid R:R
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Apparently, ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 just cured cancer as well
Double-digit gains every day, + 187% in annul funding Apparently, $PUMP just cured cancer
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Despite the negative image the industry sometimes receives from the media, if you really look deeper, crypto/blockchain is easily one of the top 5 technologies of our generation that has given us: - Programmable money & assets - Permissionless financial infrastructure + 24/7 liquidity - Digital ownership & scarcity - Global coordination & novel ways of aligning incentives - Censorship-resistant stores of value And we’re still only scratching the surface of what this technology can enable.
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