building @collector_roll | Use my terminal link for a 100x | @TrainersFNF
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Joined January 2019
- Tweets8.6K
- Following2.6K
- Followers45.5K
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Orange retweeted
We wrote up a piece about this cycle's AI tokens and how we think it will evolve.
We took last cycle’s tokens such as solana:CzLSujWBLFsSjncfkh59rUFqvafWcY5tzedWJSuypump & solana:HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC and compared them to tokens like $IMD & base:0xc52aedec3374422d7510e294cfaa90799595cba3.
AI is 100x more capable than last cycle. We will see many more interesting experiments happen onchain.
It’ll be so obvious in hindsight
Usage stats for $Surplus , trade not crowded as well.
I’m confident we see surplus at 100m soon, we had orbio which was a dogshit copycat at 100m soon it’s just a matter of time.
Study inference tokens
Tokens with actual value > memecoins
I will keep buying coins that provide actual value outside our little meme space and don’t have an expiration date on their virality.
I believe coins that target broader markets (AI, for example) and implement buyback mechanisms will be the winners in the mid to long term.
People have lost confidence in aping memecoins because they know it’s only a matter of time before they go to zero once the attention fades.
These people will start looking for coins they can ape and hold, knowing there’s actually useful shit behind them.
And if the team is doing buybacks, holders know they have a stake in the project’s success and can benefit even if most of its users come from outside the crypto space.
These coins are already out there. It’s just a matter of time before everyone starts buying them.
Orange retweeted
base:0xc52aedec3374422d7510e294cfaa90799595cba3 input + output tokens are expected to be over 300B today, approaching Venice's 500B/day
The metrics are more than doubling each month
The decentralized nature of base:0xc52aedec3374422d7510e294cfaa90799595cba3's inference marketplace means it can offer far cheaper prices than OpenRouter as a result of not having to KYC every inference seller and catering towards those with extra API credits who are willing to monetize them at a discount
This is a breakout crypto product that has a clear moat, rapidly increasing metrics, and revenue that will obviously be durable
CLR
Seeing way too many people crash out on the timeline over the current market conditions.
I actually think this reset is one of the healthiest things that could happen to onchain right now.
We had an insane amount of garbage reaching valuations it never deserved, and now the market is doing what it should’ve done a long time ago.
Most of these coins will never see their highs again, and that’s fine. Capital will eventually rotate back into the handful of projects that actually deserve attention and have something real going for them.
But here’s what people need to understand.
You can’t expect to show up only when everything is printing, make a bag, disappear when things get ugly, and somehow consistently win in this market.
The people who make it are the ones who stick around when nobody wants to trade anymore.
I’ve been here through the good and the bad, and I plan on being here for years to come.
A bad week or month means absolutely nothing when you’re playing a game that lasts for years.
Personally, I think we’re getting close to the point where the market finds its footing again, and when it does, I expect a very small group of coins to lead the next leg up.
Keep your capital intact, stay active, and pay attention.
The biggest opportunities usually show up when everyone else has already given up.
Jackpot is finally live on CollectoRoll
If you opened slabs on @Collector_Crypt and you have nothing to do with em now you can gamble them!
Jackpot time!
JACKPOT IS LIVE 🎰
Holding hella cards you opened on collectorcrypt and don't know what to do with em?
Throw your graded cards into one pot.
Bigger value = bigger slice of the wheel.
60 seconds. One spin. Winner takes EVERY card.
Real Collector Crypt slabs. Provably fair.
collectorroll.com/jackpot
Crypto was never supposed to be a space where everyone knows your real name, what you look like, and how much money you make.
Anonymity in this space was always about protecting yourself, not hiding behind a random PFP.
Yet somehow we reached a point where influencers are encouraging young traders to publicly expose their entire identity and financial success for some clout.
People are literally getting kidnapped and robbed over crypto, and some of you still think doxxing yourself is a smart career move.
Privacy is underrated until it’s too late.
I will keep buying coins that provide actual value outside our little meme space and don’t have an expiration date on their virality.
I believe coins that target broader markets (AI, for example) and implement buyback mechanisms will be the winners in the mid to long term.
People have lost confidence in aping memecoins because they know it’s only a matter of time before they go to zero once the attention fades.
These people will start looking for coins they can ape and hold, knowing there’s actually useful shit behind them.
And if the team is doing buybacks, holders know they have a stake in the project’s success and can benefit even if most of its users come from outside the crypto space.
These coins are already out there. It’s just a matter of time before everyone starts buying them.
I think the next big meta is going to be AI tokens that actually provide utility.
Not some dogshit agent coins or whatever the fuck we had in 2024, but actual tokens that give people a reason to buy and hold them, whether it's through real-world use cases, actual dApp usage, or something else that provides genuine value.
I also think the most appealing tokens will be those that implement buyback mechanisms funded by their revenue.
I'm positioned.
There are so many people with “aura” just because they roundtripped high six figures.
The crazy part is, a lot of them barely have multiple seven figures to their name, and those roundtrips are probably a huge percentage of their net worth.
There’s no aura in roundtripping bags. Stack your wins.
Almost at 100k followers on the Pumpfun app 👀
I’ve been a lil less active on X lately because I’ve been way more active on my Pumpfun account.
Been posting some really good calls over the past month and hitting some decent plays, all publicly.
Gonna do a big giveaway once I hit 100k.
Follow me there!
Orange retweeted
Tigrino chillin’ en su recinto sin saber que es muy famoso.
#leopardustilcayo
People who were smart enough back then to keep even $100 worth of the skins they sold for Bitcoin would be cooking now.
Insane how early cs players were exposed to Bitcoin
Sadly, I sold all my skins for PayPal $ and I was like 15 at the time 😭
