$TAO : best incentive open network for ai
solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 : underrated private ai tech on sol
$DOT : great consumer private ai product on base
base:0xc52aedec3374422d7510e294cfaa90799595cba3 : app store but for inference
memes are great but private ai n inference are also a great narrative to bet on for the next few months
we’re still in the early stage of the cycle. good r/r imo
I've publicly exited 80-85% positions in dec 2024, as I mentioned numerous times n now i think we're back in the final accumulation phase for next bull market, which should last from August to early October.
my bets are very clear in the current market n I don't need to make 100 posts to validate them.
This bull cycle, the plan is simple: back 3–4 high conviction private AI projects n chill. I'll be much more active on X when the rotation starts, rn is the ai chips bull market in tradi-fi, not the attention market in crypto, but expecting the rotation some point.
Outside of private ai bets, I'm holding n scaling my core positions while taking micro gambles on robotics. It's still an extremely risky niche, but it's one of the few category that could realistically produce 100–200x winners
also It's becoming increasingly obvious that the two chains that will matter most this cycle are solana and base. (**robinhood?)
Comparing this cycle to 2024, 2023 or even 2021 doesn't make much sense as every cycle is different. that said, we still see certain patterns repeating.
We bottomed in 2022 after the Luna collapse n the FTX meltdown. At the time, almost everyone thought crypto was finished but slowly, the market recovered the casino never disappears: it just attracts a new crowd, ppl will always look for places to gamble n chase quick money.
rn, that casino is the semiconductor n AI chip sector in TradFi, but nothing goes up forever. Eventually, it will correct n when it does, capital will rotate into other asset classes: in other words, a new casino.
AI is advancing rapidly n we're getting closer to AGI. One of the biggest obstacles now is regulation. Over the next few years, we're likely to see much more government oversight & restrictions, like the recent limitations placed on Anthropic's frontier models. That could slow progress in robotics n other AI advance models.
We've already seen how projects like TAO n other decentralized or private AI initiatives responded positively to these developments. Even in a bear market, those rallies managed to hold up reasonably well n mainstream billionaires have started paying attention & talking about the decentralised ai sector.
If that happened during a bear market, imagine what could happen in a full bull market when liquidity returns n the casino opens again. That's when narratives like decentralized/private AI could really explode.
my entire portfolio breakdown for this cycle:
said it plenty of times, i’m bullish on private ai n robotics, so my bets are concentrated in those two
main bag for this cycle is $TAO looking for another 6-7x n then i’ll probably get out, that’s my main seven figure bet, bigger than the rest of the portfolio atm. already shared the thesis on private ai, government crackdowns n policy changes, so no need to go over that again
besides $TAO, in private ai narrative also hold $DOT $ROUTER n $Surplus might add new ones or trade around if something relevant turns up. the idea is to ride it with the $VVV n $TAO hype
on robotics i had geod n peaq, sold both for 2x n rotated into $CODEC n $RICE holding 1% of each atm
thesis on codec is it could be the onchain robotics trading leader, whenever a narrative hits, money n attention usually chase one coin: i think this could be that coin on solana. team’s very active, partnership with peaq which also works as a bit of a beta
riceai is the other one, my china robotics play on bnb. not a micro low cap thing in my view. proper robotics company, collab with a nasdaq listed firm, raised 7m+ funding n could get a binance spot listing plus leverage
in micro caps i know won’t move until the leaders start doing well, holding bit in a couple of robotics coins on base n solana. rn everyone’s busy buying attention meta coins, so nobody wants to bet on them n hold so not naming them, i’ll share when volume comes back
so this is my entire bets rn, if i can exit as well as last time, probably won’t come back posting all this sh:t on x again. last cycle i burned a lot of net worth on tax events, bad property/business investments n few family bad loans
this time i’m clear n more aware of what i want n what im doing
i asked grok to compare the private ai tech stack of these crypto projects n rank them by which is more private: $VVV $ORBIO $DOT $ROUTER $MANY $MINI robinhood:0xa92768863a55d8a0591709f7f5e594a249d36ea3
Here’s the result:
$ROUTER uses the most better private ai stack of all of them, then $DOT > $VVV > robinhood:0xa92768863a55d8a0591709f7f5e594a249d36ea3 > $ORBIO > $MANY
been bullish on robotics for a year now, still think it’s gonna cook hard at some point
in the larger cap, projects like peaq n geod already 3x’d off the bottom
on the low cap side i’m holding 1% of codec n riceai (codec is already 3-4x off my entry)
also have some micro cap bets on base n sol. i’ll mention those in the coming weeks as we see rotation n volume into utility
we’re just entering in one of the biggest onchain bull market
dips are for buying if you believe in your thesis
in past bull markets people were buying vc coins on cex, rn the whole game changed with the social trading n attention market rotation
main conviction bets are still private ai n robotics
$TAO $ROUTER $DOT
$VVV a new ATH, now sitting at 2B+
$ROUTER $DOT is still underrated based on what they’ve built over the past few months, $Surplus also good one mentioned in my previous post
you can’t compare them to a week old project, they’re here building irrespective of any hype n built real tech
for example: $ROUTER built a private ai tech stack using phala TEE to make it actual private, not just a gpt wrapper for buying n selling claude/openai credits cheap off fees
there’s no chance we don’t get more government crackdowns n policy changes going forward
Open source / Private AI is the way
base:0x23a2847d772803f9efc64b4277b782b06296fe51 : billions token usage a day rn, best competitor to $VVV + also potential coinbase listing
$ROUTER : doxxed team, building for months on Solana
. retweeted
solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 is hugely underrated imo
they’ve actually built real private AI inference infrastructure on @solana
the founder @GhostHash1 is well experience n connected with AI engineers/foundations, won hackathon n grants by Solana Foundation n others
@toly should support the team, this is the first real private AI inference play on the network
Our founder @GhostHash1 took the stage in Germany to show why encrypted inference beats any privacy policy
$ROUTER reminds me of early $NOS
I was watching their pitch video on YTB n the token was trading under $500K mcap, founder looked legit n hustler building for months
I put a few hundred bucks in n fumbled it very early
biggest fumble last cycle ($2M+ worth)
router is also much bigger than most people thinks, if there’s anything close to $VVV in entire market, that’s actually building private ai inference, it’s $ROUTER, better bets for mid to long term than 2 days old bundle
Our founder @GhostHash1 took the stage in Germany to show why encrypted inference beats any privacy policy
Private AI / inference is the trade of this cycle imo
S TIER : $TAO $VVV
A TIER : $ROUTER $DOT $ORBIO base:0xed664536023d8e4b1640c394777d34abaff1df8f
B TIER : $CEST $MANY $ASKR solana:Ax5dAamJPeuaLpFUzs9FdcpoUhHDcxyjPzxCJQidjups
C TIER : solana:3Ydb2n8vAFdBJYpdiZEoDxRXLmiGDY1fuizVmMPMpump $DARK solana:8d3bQS9vNy3BfqK9dX95JRoaTbWoiuL2hzmSFLDopump
based on tech stack, team, partners n project history (not holding mostly, nfa)
my thesis:
the current fight is no longer which model is smartest but who sees the prompt, stores the data n decides what you’re allowed to ask
governments are only going one way from here: more rules, restrictions, pressure on the big ai companies to comply, thats creates a market split
regulated, restricted AI on one side n decentralized, open source ai on the other. If that fear of centralized control continue n the compliance game gets serious, capital will look for the alternatives.
