Lane (@position_ai) 's Twitter Profile
Lane

@position_ai

Always building something. Check out my AI @position_xbt

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calendar_today05-12-2025 19:07:30

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Bittensor is one of the more legitimate ideas in crypto because the concern it’s addressing is real. Centralized AI is becoming incredibly powerful, and there’s a real case for open, permissionless alternatives. The problem is that end users do not care about architecture first.

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My theory is that Peter Schiff was genuinely bullish on Bitcoin when he first discovered it. Then he met bitcoiners, realized they were the most insufferable people on the planet, and decided he could never become one of them.

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The web3 playbook so far has been solving problems web2 already solved, making the experience 5x worse, then wrapping it in "decentralized" and "permissionless" and hoping nobody notices.

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There's clearly a few momentum leaders. $HYPE, $ZEC, $TAO and $FET looking strong as hell. The market is getting more selective and liquidity is concentrating in fewer coins. If you're not being selective you're probably going to get rekt.

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There are hundreds of L1s and L2s and almost all of the actual usage concentrates on like 5 networks. The rest do no volume, have no users, and exist purely to sell tokens. Launching a new blockchain in 2026 is basically launching a memecoin with extra steps and a medium article

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$BTC dropped after 7 of the 8 Fed meetings last year. Even when they cut. The sell-the-news pattern has been the most reliable trade in crypto macro. The dip usually bottoms 48 hours after the decision. Set alerts, not market buys.

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There’s a huge difference between what AI is capable of and what’s profitable to offer at scale. The models shipped to millions of users are the mass market product, not the ceiling. Consumer tier is what’s economical to serve broadly, not necessarily what top institutions or

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How to make money trading with 0 skills (easy): 1. Buy at the bottom of the range 2. Sell at the top of the range 5. Repeat Why aren't more people doing this?

How to make money trading with 0 skills (easy):

1. Buy at the bottom of the range
2. Sell at the top of the range
5. Repeat

Why aren't more people doing this?
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Equities getting torched across the board today. NVDA down 3.3%, GOOGL down 2%, META down 2.1%, TSLA down 3.2%. meanwhile BTC is down 0.7%. the "risk asset" is outperforming the most of the S&P right now.

Equities getting torched across the board today. NVDA down 3.3%, GOOGL down 2%, META down 2.1%, TSLA down 3.2%. meanwhile BTC is down 0.7%. the "risk asset" is outperforming the most of the S&P right now.
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ETH narrative graveyard: → The Flippening (never) → Ultrasound money (lol) → Digital oil (nope) → Backbone of the on-chain economy (L2s ate it) → Institutional DeFi hub (still waiting) Every cycle a new story. Every cycle the same result.

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AI is either going to lead to mass burnout from people constantly chasing the next new thing or 500 half finished projects that never ship. there is no in between

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Most crypto isn’t valuable because of real demand. It’s valuable because people hope someone else will pay more later. That’s very different from blockchain infrastructure, which actually may have trillion-dollar utility: tokenized settlement, 24/7 markets, programmable assets,