Julius Caesar

as a creative you actually have to live life and touch grass in order to function properly.

since 2021 chatgpt went from 0 to 900M MAUs, there is nothing remotely comparable to that kind of activity occurring on crypto native rails the trade was rotate btc into gold as saylor ponzi institutionalized it and gold broke out of 10 year range and rotate eth into nvda/ai --- not sure how crypto will become fastest horse again when ai is being funded by infinite $$$ from the most profitable companies in the world that are being turbobid by every person with a job while being sponsored by governments, and in contrast crypto is comprised of the unemployed gambling against each other on coins backed by air, the ai tech cos are legit only constrained atm by lack of physical hardware & not enough energy from grids rather than dollars, and demand on retail + enterprise side has not shown any signs of slowing down as models continue improving and getting cheaper to use i do believe crypto will revolutionize finance with perps, stablecoins, and prediction markets - we are a 0 to 1 improvement on many archaic systems on how to speculate on assets and how to transmit value globally, but it is not clear whether that will be captured by existing majors ---- what could make crypto outperform again? • hyperliquid + tradexyz going viral with builder codes through multiple frontend venues as the best place to speculate with leverage on stocks, perps are a better product than options & will be more enticing for retail as they become more popular, need breakout attention outside of just CT bubble to catalyze this happening • crypto social app that does not market itself as a "crypto" app, with emphasis on user-focused identities provable w/ zk as a counterbalance to overwhelming amount of ai content on social media, gate app with $$$ tiers for certain unlockables, enable some sort of speculation prediction market features that allow people to bet on real life events with their friends, some sort of focus on IRL activity that differentiates itself from other socials with gamification aspect • whoever solves stablecoins for consumer stores seems like a big winner also • saylor somehow not face of bitcoin anymore, quantum issues solved with some dev organization, btc finds rightful place much closer to gold's market cap i honestly have no idea hype does seem like an easy hold but generally it seems much lower risk with more upside to simply sit in AMZN/GOOG/AAPL & gamble on lowcap ai shitcos feels like we need to go way lower to washout people who still are overconfident that we will just come back for no apparent reason

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