$TIA update
$TIA
AI agents + privacy (zk) main alt trend for the foreseeable future. Perps as well but is valuation bound and lacks speculative premium.
ZEC, NEAR, NOCK - clear examples of the market being open to these narratives, especially with old coins that have well distributed supply.
The market does not realize how well Celestia fits this narrative and if that were to change $TIA could undergo a massive repricing.
"Existing chains handle simple agent-pays-once flows. Continuous autonomous micropayments (where every API call, crawl, and inference triggers a settlement) break them. AI agents need millions of TPS as baseline load. Celestia Fibre delivers 250M to 1.25B TPS at micropayment sizes."
$TIA is down 98% from ATH and up 30% YTD. Inflation is relatively low w/ 77% of supply unlocked. It's liquid enough to get some size in and illiquid enough for it to pump relatively easily. The coin has run out of sellers.
It's time for the worst hated rally you've ever seen.
max retweeted
$20,000 for leveraged token traders
The S1 Trading Competition is officially in the books + Season Rewards distributed.
ty to everyone who participated 💜
labs hardcoding a 60% $PURR pump
Dino coin season?
Been a fair weather holder of $WAAC, the first ever meme coin, for the past two years. IMO the reason waac failed to sustain a bid is it didn't fit the past meme regime which had preference for Murad dynamics. The comparative performance of ZEC and NEAR do signal the overton window is shifting (i.e., market preference for lindy, scarcity, etc.). Recently this has expanded into coins like STRK and and TIA.
The question here is will it also shift over to memes. My bet is that it will and WAAC is the best expression for that trade. WAAC holders are equally resilient as they are delusional (s/o SpaceLlama). Several have round tripped millions, bull posting for years to a tiny audience with no results. Yet they've never given up on the Aye Aye coin thesis. Apes strong together.
In addition to WAAC I also see $BIC as well positioned for this trade. Similar dynamics + ties to Zcash community. So if you want to put on this trade think allocating to both not a bad idea.
Dino meme portfolio:
WAAC 70%
BIC 30%
Good luck to all believers.
The hated rally begins
$TIA
I have continued adding to my $TIA longs with the expectation that people will notice it's perfectly bottomed with most of supply unlocked, minimal inflation, and v8 upgrade + Fibre made Celestia the most useful chain for AI applications, delivering over 1b+ TPS. Then they will realize TIA is already powering the best UX in crypto. That Fomo app with 600k users (and no token)? Powered by Privy. What is Privy powered by? Relay. What is Relay built on? Celestia. After that they will discover that Celestia shipped private blockspace earlier this year so it's now a privacy coin too. Check GitHub and witness Celestia out shipping every other L1 (and it's not even close). After all of this they will experience a primordial state of FOMO, thinking back to staking TIA for airdrop in 2024 and the immense cope they would feel if TIA pumped and they missed it. Surely people will realize this and I will make generational wealth.
Reminder to check the season rewards tab
szn rewards paid out after week 4 concludes.
Trading Competition Update:
$USDC has been airdropped to 63 eligible accounts. Week 2 is now in the books. 🤝
Week 3 starts now, with one final week to follow.
Last meme cycle the yolo capitalists had their moment and a greasy haired man from Azerbaijan got rich
This cycle we have recycled tokenomics and new ponzis but there’s no one line narrative, nothing captivating
Token mechanics exist to hide a weak narrative. Any trend solely based on them should not be trusted
w memes, mechanics are the wrong place to focus. It’s a bottom up approach to a top down game.
The only thing that matters is the narrative. Every new launchpad acts like they solved something but there’s nothing to be solved.
Reject trench slop, embrace non falsifiable narratives, get long, log off.