j tryna invest in cool projs / narras
Joined November 2022
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After being in crypto for 2 weeks and stocks for 8 years here are my theses on both:
Crypto:
NFTs are going to see a surge. No inherent value, but people have made a lot recently, which means a lot to spend on flexing. Elon recently tweeted something related to NFTs as well. @stonkcatsnft is my favorite play here.
Alts are going to continue to go crazy. A lot of alts provide high value and generate solid revenue. Some favorites are $ARB $RAY $ZCASH $BP.
Meme-crypto and meme-stock pairs are running memecoins. Stonk is leading meme-crypto and has a strong foot in meme-stock, which Robinhood is arguably leading. There is some uncertainty related to the tax token model, which does mean there is upside left as well. The memes that are good regardless of tax like ZCat and Allinu will probably last.
AI Projects like @musebooklol, @orbiodotso, @auto_protocols, and Nautilo by @Dan_Jeffries1 have a lot of potential to build something cool. Still looking for more projects that create strong utility for token holders.
Stocks:
$SPCX is undervalued. Rockets. X. Starlink. Grok. Datacenters. There are major catalysts for each.
$HOOD is undervalued. Increasing ownership in public equities, crypto, prediction markets, banking, and credit. Biggest consumer app of the financial markets.
AI Infra plays like $NBIS $MU still have a lot of upside. There is a lot priced in, but the r/r is great given that AI is just getting useful and adopted more. Mass consumer ($META) and business adoption ($PLTR) is inevitable imo.
This is bigger than any other GrokBot related meme.
The creator of Grok Bot was at Cursor for 7 months then Cursor got acquired by SpaceX as we know, and she's been there just 2 months.
But she made a slack bot named Benny (she confirmed, and pic of dig is in her github as linked: github.com/poteto/benny-avat…) and this slack bot went viral in the Cursor slack (everyone at Cursor and SpaceX knows Benny).
Since Benny was such a success (personal assistant essentially) they realized they need to build this into a full product.
This product became Grok Bot.
ok this might be good lore
Lauren was one of the people who made grokbot. she just said her original bot/prototype was called "Benny"
in her github, theres literally an image of Benny, and it looks like Billy
github.com/poteto/benny-avat…
its best to run this just paired to SPCX (grokbot) since she never claims
No longer available. Announcement soon?
Been checking the cost of spacexsi.com, went up $100K in the last 24 hrs LMAO
Been checking the cost of spacexsi.com, went up $100K in the last 24 hrs LMAO
Holy I just figured it out.
You hold flat coins.
That you believe in.
And wait for the pop.
Could be hours, could be days.
That’s it.
parobus retweeted
Bro knows korean trends better than koreans 😭
xitter.cf/yoloinvests/status/210…
Bro fr
And what this is, Wrote this thesis <$1M:
ok talked to my quant (claude)
- the cat is one of we go-6's characters, and the most popular one
- we go-6 is a virtual KPop band, which is p popular in Korea and they're going viral rn
- their official debut is in october and their prologe single went viral
- it's ironic cuz the virtual band is all wolves as characters, but this dude is a cat and he's supposed to be the "looks" one
- may sound kinda confusing but to give u an idea of how popular this is, this other virtual kpop group called PLAVE is doing abt 3/4 the streams as BTS in korea, which is insane
parobus retweeted
Backpack wins. Bullish 🎒
He got it from his mama.
Bear 89, aka Backpack, is the 2026 Fat Bear Week champ. Turns out hefty runs in the family.
His mom, Holly the Duchess of Density, won in 2019. She carried him on her back as a cub and helped him survive a serious leg injury. Now her little Backpack has a crown of his own. 👑
ALT An offensively large brown bear with massive girth and several fat rolls.
solana:8oMvxgcBJtDGNSc8kogCEEFxSvvi7x6jHRfSWaiWpump
The .si domain name is seeing unprecedented demand after President Trump's super intelligence executive order.
spr.ly/6011BGvXNZ
