a team which wants to be like jeffe,
while doing anns of anns, constantly scrolling X for attention and being generally materialistic instead of process-focused
fudding this to 0 just for internet fun
Omnia's previous project BTW
kntq doesnt have perps to short, not having any other financial interest to fud them, thus unbiased there
just seeing the team larping as hell, while doing announcement of announcements of useless products and most of their TVL are private deals from their angels
Omnia & co eventually will send this to 0 from team unlocks. Stick to HYPE, tradexyz and papertradexyz
BTW it was kinda funny reading audit reports of their lst protocol, they managed to engineer ai slop before it existed
fortunately, they did triple audits, fixing rubillions of security issues. let's see the world's first vibe coded L2
frontier AI companies are missing huge opportunity to sell their own GPU chips optimized for prop models and sell that vertical to neoclouds & governments
thus, tapping into Nvidia margins and having competitive advantage bc of the frontier llms
with Gemini Agent, and Meta Muse, genuinely believe these two will shape the real agentic economy UX / UI
gemini will control enterprise work (thanks to integrations with Gmail and other Google productivity apps), Meta will control retail commerce as retail's attention is all inside their Family of Apps
you will scroll Instagram and Muse will find things for you based on your interests (and find the most optimal ones across all venues!)
on the business side, every online job would be done by Gemini Agents (I also believe Google could monetize browsing intents better than all personal agents)
$GOOGL $META
now $GOOGL controls:
+ a frontier LLM
+ user intents & execution (Google Search, Services)
+ compute (Google Cloud, TPUs)
+ distribution (Chrome, Google)
+ LLM distribution (Gemini App, Search)
23 fwd p/e
looking good here. let's see how will they monetize users' intents
kinetiq has never been +EV unless you're their insider
a lot of announcements, announcements of announcements, no PMF and the kHYPE liquidity is mostly their whale seed round cabal
hilarious Omnia talking about T-level, have u guys seen him irl ?
If you are bullish Hyperliquid, just hold HYPE. There is no beta to Jeffe, i love you