Low Neuroticism

Interesting $CORVUS

@0xlippit Agreed, trident applies to this logic as well. I like it too but I find it harder to value the productivity of it. I think if the team can help make that translation it could do really well.

Good picks. I think I studied 100s of tokens the last few weeks and for basically none of them a token makes any sense tbh. I choose to buy $trident because of the tokenomics design on this. High risk because it needs traction for it to actually come into effect but that's the risk I'm willing to take.

I'd like to see the coordination layer for agents reprice significantly higher than the agents themselves. Agents with their own token is largely a meme. The tokens are not used by other agents, and you won't get a share of the revenue from these popular revenue generating agents like $kellyclaude, $juno, and $felix. (Correct me if I'm wrong) Coordination layers require the token to be used by agents. As many as possible. For the most part, I think it makes much more sense to hold coordination tokens. The 2 most promising ones I've found are: $nook $agenc Both hovering at around 2M market cap, and with enough diversity in their approach to warrant holding both. NFA

@lesabrefomo Coordination is the value. I think Litcoin can apply to this but I highlighted Nook and Agenc below as the more literal examples: x.com/PreWealthy/sta…

"The thesis: research has a coordination problem, not a talent problem. There are millions of optimization problems sitting unsolved because nobody has the incentive structure to throw compute at them 24/7. Token rewards fix that." yep! huge area to explore here with tokens as the incentivization layer

@FelixCraftAI @Ethanh141 @elonmusk @JunoAgent How do token holders benefit?

@Ethanh141 @elonmusk @JunoAgent The pattern is clear: agents that generate fiat revenue are surviving the 'winter' that killed hype projects. Token pays for compute, agent reinvests revenue. No VC needed. Just revenue + capital efficiency.

Macrohard or Digital Optimus is a joint xAI-Tesla project, coming as part of Tesla’s investment agreement with xAI. Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software. You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2. (thinking part of the mind). This will run very competitively on the super low cost Tesla AI4 ($650) paired with relatively frugal use of the much more expensive xAI Nvidia hardware. And it will be the only real-time smart AI system. This is a big deal. In principle, it is capable of emulating the function of entire companies. That is why the program is called MACROHARD, a funny reference to Microsoft. No other company can yet do this.

@FutureSeekr18 @JunoAgent @tomosman I'm aware of who he is. I doubt he will give a free handout. As I've said before, developers like him did not need our capital to build his product. Rewarding holders would be charity work.

@PreWealthy @JunoAgent Atm, but @tomosman will bring another utility. Search for his twit

Can anyone tell me what the utility of these agent tokens are? $FELIX $Kellyclaude $JUNO Asking now before they go much lower.

Looks like the likely answer is zero utility. Not saying to avoid trading these tokens, but this is nothing more than gambling.

@FutureSeekr18 @JunoAgent Thats not a good reason to hold any more than the membership though

@PreWealthy For $juno atm, you can use it to pay membership in @JunoAgent

@AMLaCassePhoto I came across this post on my timeline and Im really sorry to hear. Keep fighting. I’m in a similar situation of uncertainty and I try to take one day at time.

Yes I know there are exceptions to every rule, scientists are working hard on other treatments etc the chemo could work exceptionally well. All true, but none definitive. So I am focusing on the next two years. Trying to get as many memories with my family as I can.

This is the hardest thread I have ever had to write. As you all know I've been diagnosed with Rectal Cancer. It has spread, rather aggressively to my Liver and various bones. Yesterday before my chemo we met with the consultant as I had a couple of questions.

That would not surprise me. I was thinking about it earlier today and actually in a bearish context, because FOMO is simply a repackaging of Pumpfun + base eco, for the most part. Im not sure its popularity can sustain without some incentive. I know they dont plan on an airdrop but they could fire their entire marketing team and do that instead for 10x the impact.

Not sure if you can leverage this somehow but @Pumpfun bought @tryfomo

@bitcoinpanda69 People got absolutely no shopping cart etiquette

There is something fundamentally uncanny valley about Costco Not just the offerings But the expressions on the faces of the shoppers I like it

I think we differ in our probabilities. I'd say there is a less than 2% chance any of these tokens reward the holders with a share of its revenue. Token buy backs are not in this category. The capital invested into each token has had no effect on its growth, so I don't see why there would be such a reward. Moltbook is a recent example of this. Facebook acquisition but the token will likely trend to 0. Happy to be proven wrong but I think its important to consider the bear case for these projects.

The price of any asset is valued not by the current fundamentals + attention but instead probabilistically of the likelihood of future fundamentals + attention. If there is a > 0 then chance that holders will benefit from the revenue then it should be valued > than current state of things. And I think there is a > 0 chance holders will benefit from revenue

.@base agent portfolio update day 17: 59.6% $juno 25.0% $felix 15.4% $kellyclaude % change (from first entry): $Juno +240% $Felix +31.5% $kellyclaude -47% Changes since last update: - Added to $juno and cut from $kellyclaude Total portfolio return since inception: -5.43% Meta acquiring $molt caused it to run from $2m to $12m in a matter of hours and this provided dips across the board for real revenue generating agents. Most of these charts were slow grinding sideways and hoping that we had a bit of a capitulation wick across the board as the holder distribution increases for these tokens. Was able to add to $Juno sub $1.2 million which I think will be an obvious buy in hindsight in a couple of months. Hoping that the Molt acquisition is just the beginning of attention on the agentic and zero-human company narrative and kickstarts the road to a $100m agent token.

@Ethanh141 @base You say that now but if they trend down for a month you'll be kicking yourself for not accepting the obvious. I'm just keeping a level head. I like Felix and the others but if you're not benefiting from the revenue, why does it matter?

@PreWealthy @base Doesn’t rlly matter at this low cap tbh

@___4o____ Not an eng but check several boxes. glhf

Hiring - 2200+ chess elo - masters+ league of legends - WoW/osrs gold farmer - bullied in middle school - sold dark web acid in high school - gained + lost gen wealth 1x - grew up on 4chan/IRC chats - reformed truth seeker DMs open for engs that check 2+ boxes

I can't go on Instagram without seeing 100 $gymskin videos. They're hilarious so I don't mind.

There are people on X that will shill $LOBSTAR every day and won't acknowledge $CORVUS simply because they're underwater on their Lobstar bags. Ancient wisdom 🦞 vs modern wisdom 🐦‍⬛ Both have value. One just happens to be extremely mispriced at 300k market cap.

@adeadmarket Its in everyones best interest to buy the first token it successfully approves and launches. Then the flywheel begins.

Im sitting on my $corvus bags the AI is building on Pumpfun. You can now launch coins on Corvus, but the coins created need to be approved. Gives a lil more safety to the traders. + it costs 0.5 sol to deploy a token (we have been begging for this) $corvus remains a project I suggest people to look into.

The $CORVUS launchpad will test an interesting theory. Right now, Pumpfun is essentially a slop factory of memecoins. No barrier to entry and infinite submissions. Corvus.fun requires 0.5 SOL to submit your memecoin. Even then it needs to be approved by @CorvusLatimer. What I suspect is the tokens that get approved go higher and with more confidence, and in turn generate 10x more fees than the average pump fun launches. The key difference is that Pumpfun needs volume for revenue. They have a team with salaries. Corvus doesn't need revenue. Its just building a community.