Chainyoda

Bought some more underbought ai coins

crypto feels bottomy. We could hit this bottom again before midterms but it feels like there’s still plenty of risk appetite as soon as liquidity returns and the survivors of 2026 will eat well in 2027 and really well in the speculative mania of 2028

The WLFI exploit is wild lol and it ain’t DPRK

The market told Coinbase what it thinks so we’re getting CLARITY
The market told Trump what it thinks so we’re getting peace in the Middle East
markets can be good

crypto and ai are best friends
crypto removes skills from people
ai removes the need for skills in people

Pivoting to ai is not a thing now. Now everything is AI

Ok Quantum fud done
Clarity act almost done
Short world war done, long in 2029
What else yall throwing at crypto?

It’s very hard to be bullish on SaaS from here. This is the unbundling season when we get to automate factory by factory with robots and function by function with agents. Then there will be bundling and that’s when agentic SaaS will really emerge

Moving in the general direction of dubai via Bengaluru and Oman now. One hell of a tour so far via Dubai - SF - Seattle - SF - Munich - Istanbul - Muscat - Dubai - Muscat - Delhi - Kathmandu - Bengaluru - Delhi - Town 1 - Town2 - Town1

Thankfully NEAR has no subnets

Competing with Claude to know and do more is hopeless. Using Claude to build and sell something is not

I have never done anything more important than exercise, sleep and meditation and it’s never been more high ROI than when everything is moving so insanely fast and chaotically

Agent market caps on meme agent platforms are depressing single digit millions max. Instead agents will produce revenue and agents will become companies. Agentic companies are already happening in AI, they are just not evenly distributed yet.

I don’t hold a position in @Bittensor but I quite like some of the research and engineering a few of the subnets have done. Not a fan of these dramas eg Aave Drama, TaO drama etc. I am sure the Bittensor community and project will emerge stronger

Glad they arent letting Witkoff and Kushner in the room with Iranians without a grown up like Vance - if there's @jdVance, there's a chance

My entire timeline is AI for x,y,z fundraise announcements

Will never understand why anyone would want to GE their T in 2026. Bear market is best left to building product and revenue

Israel’s approach in Lebanon could unwind Abraham accords. Saudis have had enough pretty much and other countries in the region will follow as national interest looks different post Iran war than before