SledgeTroittº

Look at resemblence to June/July 2021 - We've had full scale capitulation then too 📉 June '21 - $BTC corrected -55% from ATH then, but it was not approved back then by any major financial institutions back then June '24 - $BTC corrected -24% from ATH now, but we have ETF, and major financial institutions backing it now hence lesser draw-down (could still go lower ofc) - Did $ETH lag? Yes, it did. - Did it outperform $BTC? Yes, it did. - Will it repeat the story this time? I believe it will, once $ETH ETF gets approved. - Did lotsa Alts pop like crazy then? Yes, they did. 🧨Alts got destroyed in both cases, why? It's simple - they are top speculative assets in the cryptocurrency space. Most volatile, depending on their market capitalization. We invest in them for asymmetrical gains, to outperform $ETH and $BTC, right? So we have to accept that volatility can also happen to the down-side too. ♻ Difference between '21 and '24? We have substantialy more Alts now, so the market is far more dilluted. So what I do is pick a narrative and look out for what the market sees fit at the given month/quarter/cycle and place my bets there. Right now, world-wide, we have enormous growth in the AI sector, and I really believe it will remain this way for quite some time. 💡So what to do, how to time the entries? At this point, my way of going about it is to look for Alts that resemble Stage 2 of the crypto "J Curve", so I can get my bids in before the uptrend happens - Sure, I have to endure up to 40% dips sometimes, but that's why there is this thing called "DCA". A lot of the alts are so badly oversold, that they do not wish to take any more "beating", as in current holder base does not want to sell at these levels, which usually creates the local bottom. That's when I bid. 💵 How will I go about cashing out? Once I see that "J Curve" hit Stage 3, that's the time for me to cash out bit by bit to stables, and if $ETH hasn't really broken 4.5K$, I might just rotate capital there. If there is no Stage 3, I will just rotate the loosers/positions that do not feel asymmetrical to me into $TAO or $ETH / any other position that is primed for launch but hasn't yet and wait for it to pop. I could honestly just dunk it all into $ETH / $BTC, wait for some fireworks and cash out to hit my bull target, but just like most of you - my risk tolerance is larger, so I will play around with Alts as well. 🛍Some of my holdings include: $ETH, $NEURAL, $TAO, $NMT, $RS, $PADRE, $EAVE, $TAOBOT, $METAL, $FROG, $SHOG, $FLT I hold them because I see how the teams operate and I see an asymmetrical opportunity there to the upside. I am diversified within the LowCap sector to mitigate potential risks related to them. This is my strategy - happy to see how it works out in 3-6 months time. If you liked this post, would appreciate sharing it around, cheers!

Seeing more solo devs build in web3 is a good thing. We need more games being developed out of passion.

I know a lot of people feel discouraged about Web3 gaming. But from the perspective of someone who lives this every day, people are becoming more and more open to RMT. And that will push them to look at blockchain technology as a way to make those transactions easier. Believe me, sooner or later, this will take off. We just need to stop clapping for and paying for inefficiency. Believe.

I feel like we are truly unique. In my eyes it's an experiment crypto rarely gets to see through. I really don't mean that in an arrogant way. Let's recap: $NEURAL started as a fair-launch at 50k mcap. The core thesis behind it was always to improve game creation (with AI). Our first goal was to create a 3D AI gen web app. Which we did. Shortly after that we delivered staking, a bittensor subnet and so on. Most people still thought we are larping/scammers. And I can understand that - the fair-launch token landscape is wild. To us, over time, it became clear that 3D gen AI was still quite a bit away from AAA quality, and there was a lot surrounding it that just wasn't there yet either to create proper games. And then came our biggest and most profound pivot: Out of the idea "Make apps that improve game dev with AI" became: "What would it take to ACTUALLY let anyone create games?" On top of our team's already extensive experience in the gaming industry, we spent 2+ months purely researching how we could solve for this question. And I can assure you, this is not an easy question to answer. If your immediate answer is "oh just build an AI game engine", you must be insane. We actively tried to find ways around it. We aren't chasing X hype and views, so we didn't care if that route would have been the most popular or not. We just tried to answer that question as efficiently and risk-averse as possible. Sadly, after months of research, we came to the conclusion that the only way to actually create a groundbreaking product in this space, was to actually build a full cross-platform game engine, from the ground, reimagined for AI-native workflows and with a renderer capable of competing with high-end graphics. We didn't want to compromise. Some examples: 1. We wanted to allow creators to build games at high fidelity - if they wanted to. 2. We wanted to integrate AI models not just on a surface-level - like an AI agent plugin - but from the ground up. Our code-base is structured and built to be optimized for AI usage. We built our own machine-learning model that trains and predicts ray-tracing results in real-time. Interestingly enough, we also ended up inventing our own ray-tracing algorithm and called it IRIS. 3. We wanted to create an engine and user experience that gives full flexibility to the creator. SPARQ has 5 levels of depth and complexity built-in. The creator can choose which level he wants to work on; be it natural language, talking to our AI Agent (level 1) or all the way down to level 5 - engine-level functions. 4. We wanted to build an ecosystem - not just an engine - that allows creators to really focus on the 1 thing that actually matters in game creation; A GOOD GAME. The only way to do that was to remove ANY distractions. That starts with our node-based asset pipeline, our proprietary asset version control system (think dropbox for game creators), matchmaking, networking, 1-click game publishing, and so much more. I skipped some parts here to not go overboard, but as you can see, this is an insanely complex and hard task. But, there is no way around it. You take a shortcut in 1 place, and it all starts falling apart. The experience degrades. Game creation is the most challenging medium out there. Building a new ecosystem that can truly be called "the next generation of game creation" is probably among the top 10 most ambitious goals in software development. But nonetheless, we chose this path. We are uniquely positioned to actually pull it off. And now 1 1/2 years into it and with initial user feedback, we know for certain it's doable. It's a journey we knew wouldn't be easy. We didn't know if our community would understand, would want to be a part of it or support us. But we saw this unique window of opportunity, and we simply couldn't let it slip without trying our best to achieve it. So here we are now, with the answer to our question: Create a novel, AI-native game creation engine and ecosystem which makes building games FUN, more PERSONAL, and much FASTER. I believe going from a "shitcoin" launch to building the next generation of game creation is an opportunity crypto rarely sees through. And I want to thank everyone who is still with us now, and who supported us all the way. We are working hard to exceed expectations. More to come soon 🫡