The thing is, if you really want to make it in this space everyone around you will think there’s something wrong with you. To truly be the 0.001%, life outside of the trenches is almost non existent. No girls, no hobbies, no social outings, no netflix or anything which takes

Is $PUMP dead? One of the biggest improvements I made in trading, especially for timing tops and bottoms was learning to identify where I am in the attention cycle. This applies across all timeframes. On a daily level, has any new public information made people overly bullish

Protocols and teams should stop paying KOLs for content. The only time teams should be handing out tokens is to KOLs or community members who are creating high value for their project and returning results. Your product or narrative should be interesting enough that people with

Didn’t celebrate 6 mil and not celebrating 17 mil either. Notice how in all of my content I’ve only spoken about the architecture? Whoever wins the operator and robotics architecture will be akin to the blockchain wars of 2021 and finding the most scalable consensus mechanism.

Fun fact: $REI was always one of my most bullish bags and this design was made back in March, where I was planning to write an in-depth research report on it’s infrastructure and size in around 10-15 mil. Unfortunately I didn’t due to lack of belief in the Base team to support

Every so often a unique project spawns which gets to run its own race. Day by day the thesis becomes more validated. Multiple companies raising at 9 figure valuations which have half the product Codec does. VC’s being scared of the token because it’s launched on Pumpfun and

The best edge you can have as a trader these days is thinking for yourself. AI has trained us to outsource thinking, causing generational brain rot. If you can break down a thesis step by step, without relying on a terminal spitting out pre ordained text strings, you’ll stay in

Dear alon, It’s been great to see Pump supporting and fuelling communities once again, as when the eco is in it’s flow state, it provides the best narratives and runners out of any platform. I’ve been an advisor and closely working with the $CODEC team who are building

There’s going to be a period of time where your skillset greatly outweighs your portfolio. It’s the most emotionally volatile point in your journey. Day after day you refine your execution, sharpen your read on the market, and yet your net worth stays trapped in some arbitrary

The largest company in the world has led their foundational model for robotics in an open source setting. In doing so, they’ve had teams like 1X demonstrate two of their NEO humanoids in a live environment, executed a full room tidying routine using a policy fine-tuned

x.com/i/article/1954…

Most people fall into a trap of avoiding a certain type of narrative/project if their first investment went to zero. If you have a thesis on a specific narrative, product, meme or whatever you’re investing in, just because the first one failed doesn’t invalidate the idea. I’ve

My thoughts on $LIGHT When I initially saw Heaven and their 27 mil ICO my initial reaction was “oh great another launchpad which has just siphoned 8 figs out of the trenches”. Which I’m guessing was the reaction for a majority of those who hadn’t dug too deeply into the

Robotics works quite similar to AI. You need lots of high quality data to operate, except you can’t just scrape the internet for robotics data since it needs real world experience and variables. There is no “Internet of robot actions.” Ton’s of teams are working and throwing

You’ll see foundation models for Humanoids continually using a System 2 + System 1 style architecture which is actually inspired by human cognition. Most vision-language-action (VLA) models today are built as centralized multimodal systems that handle perception, language, and