The Coldest 🐂

feel it in my body crypto AI meta 2.0 is underway. this time with stuff that actually works and generates revenue. those of you who followed me back in '24 remember we cooked hard with the 1.0 runners zerebro, ai16z, aixbt, etc. that was the test pump. AI is a secular trend and crypto rails are almost perfectly built for it. imo we will see a huge flight into quality crypto ai assets -- capital rotating out of saturated AI equities, vaporware crypto projects and whatnot pay attention. this crypto bear market is for you to position accordingly. top picks rn: base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf - private and uncensored AI inference, counterbalance to centralized frontier labs censorship and data collection zcash:native - private SoV, counterbalance to AI surveillance $NEAR - private transactions + AI agent infrastructure, potential on-chain AI economy on a performant L1 disclosure: i own base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf and zcash:native don't own $NEAR atm coz i think the tokenomics could be better. looking to add at more attractive levels. for everyone who'll ask about other AI tokens, i doubt the rest are worth holding atm either due to high execution risks or weak tokenomics. remember, the token is also a key part of the product. a good product with a shitty token is like holding pocket aces when your opponent flops a set. you'll get royally fucked. see uniswap/$UNI. outside of these 3 picks, which i believe to be asymmetric bets at these levels, you might as well hold AI equities.

debating running a long $XPL / short $ETH swing pair trade for Q4 -- Plasma should be the ideal place to farm with stablecoins for forseeable future with 8% of token supply allocated to bootstrapping TVL & partnerships with established OG defi protocols on Ethereum incentive alignment with a lot of power users in crypto already through public token sale and strong backing from tether/bitfinex/founders fund/framework trading at $2.7B circ / $14.7B FDV market cap most reasonable comps are Tron ($30B) - which is nearly 100% used for stablecoin transfers, Plasma already has $3.7B defi TVL compared to Tron's $6B and should have a lot more momentum with dapps deploying in early stages comparably to Tron which does not have a lot of activity outside of transfers and has stagnated for awhile, + Plasma's $0 fees on all $USDT transfers should make it the best place to handle these transactions other comps would be newer L1s like Sui ($11B circ / $32B FDV) which has already experienced its 10x rerating this cycle definitely believe this will get memetic value as being the only way to publicly get long tether, as we've seen the meme "banking chain" thesis sent $XRP to $150B+ market cap over the past five years with zero utility at all -- am concerned with general bearishness of the market so could be a drag on price action, but think you take advantage to buy more spot here if given the opportunity as the most sell pressure from presalers should happen within the first month, expecting floor around $1 if im wrong on general bearishness and have to close the ethereum short leg, think Plasma will be one of top performers alongside others like hype/pump/ethena $ETH short leg: