all that can save PUMP is a PIPE/DAT strategy now
PUMP-3.85%
Ash2023
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ash2023
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Was talking to a friend
Agreed on the path of AI/robotics investing that stacks into 3 buckets
a) Picks & shovels (low‑risk, cash today)
- Something like scarce compute (depin, GPUs, ASICs)
- Data‑center energy or synthetic‑data engines and labelling that every model needs
b) Model/agent infra (medium risk)
- Middleware: vector DBs, orchestration layers, some sort of framework
- Clear monetisation path, but the narrative here changes very fast
c) Apps (long tail projects)
- Your AI companions, chatbots, personal assistants
- Those with regulatory moats (health, legal, sales)
- Converges with
Agreed on the path of AI/robotics investing that stacks into 3 buckets
a) Picks & shovels (low‑risk, cash today)
- Something like scarce compute (depin, GPUs, ASICs)
- Data‑center energy or synthetic‑data engines and labelling that every model needs
b) Model/agent infra (medium risk)
- Middleware: vector DBs, orchestration layers, some sort of framework
- Clear monetisation path, but the narrative here changes very fast
c) Apps (long tail projects)
- Your AI companions, chatbots, personal assistants
- Those with regulatory moats (health, legal, sales)
- Converges with
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all coins are useless, just stuff your opinions up uranus we are going to be left with virtual bags of nothing
its all just a pyramid scheme like giza, ani-one can see that every memecoin will die on the vine
after all the pump and dump, everything will end up in a keetastrophe and when liquidity evaporates, our assets will be reipossed by the suits
its all just a pyramid scheme like giza, ani-one can see that every memecoin will die on the vine
after all the pump and dump, everything will end up in a keetastrophe and when liquidity evaporates, our assets will be reipossed by the suits
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1 year of innovation to put the logo at the top right corner in the wallet interface
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We have airdrops from the government
before Alon gives us our $PUMP airdrop
no quests, no Sybil checks, just KYC flex
before Alon gives us our $PUMP airdrop
no quests, no Sybil checks, just KYC flex
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Time to lock in
You’re tired?
But are you retired?
You’re tired?
But are you retired?
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It's 2025 and
• Discord is still checking + downloading updates
• AnubisDAO stolen funds remains a mystery
• Discord is still checking + downloading updates
• AnubisDAO stolen funds remains a mystery
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How to retire early and keep your gains
Probably an obvious post, but easy to lose yourself in a state of market frenzy.
- - - - -
1. Dumb Investor
a) Breakdown
• Portfolio/net worth remains the same maybe due to bad decisions or getting caught by the market
• Income stays flat, no compounding, no real edge
b) Actionable steps
• If trading is not for you , there are many other side quests to pursue (content creation, work full time at a project/company, build something with your close friends, airdrop farm) --> create more sources of income + focus on finding your edge (if trading perps is
Probably an obvious post, but easy to lose yourself in a state of market frenzy.
- - - - -
1. Dumb Investor
a) Breakdown
• Portfolio/net worth remains the same maybe due to bad decisions or getting caught by the market
• Income stays flat, no compounding, no real edge
b) Actionable steps
• If trading is not for you , there are many other side quests to pursue (content creation, work full time at a project/company, build something with your close friends, airdrop farm) --> create more sources of income + focus on finding your edge (if trading perps is
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Millennials
• Don't know how to adult (compared with boomers)
• Does not bother with car, house, not married and no kids (rise of DINKs)
• We are basically kids with money to live out the dreams of our childhood
Gen Zs
• Don't know how to work (hard) - emphasis on work‑life balance
• Mental health break excuses - rise of anxiety/depression
• It's giving depresso vibes
• Lie flat/ quiet quit attitude (hikikimori/tang ping)
• Grew up with screens on a daily basis since young - don't know how to socialise
• Don't know how to adult (compared with boomers)
• Does not bother with car, house, not married and no kids (rise of DINKs)
• We are basically kids with money to live out the dreams of our childhood
Gen Zs
• Don't know how to work (hard) - emphasis on work‑life balance
• Mental health break excuses - rise of anxiety/depression
• It's giving depresso vibes
• Lie flat/ quiet quit attitude (hikikimori/tang ping)
• Grew up with screens on a daily basis since young - don't know how to socialise
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Hongjie
iykyk
iykyk
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Stablecoin Yields Strategy: Potential outsized returns on $sUSDf YT?
- - - - -
1. Falcon’s sUSDf on Pendle
$sUSDf generates yield from a mix of sources, including funding rate arbitrage, cross-exchange arbitrage and LPs.
Now, this yield can be traded on Pendle by splitting into components:
- - - - -
2. Key Opportunity: Falcon Miles not (Fully) Priced In
YT sUSDf is trading at an implied APY of 13.3%, while underlying APY is at 9.8%. The implied and underlying APY are trading relatively close, meaning:
→ Speculative upside from Falcon Miles has yet to be fully priced in
Reasonable Assumption
- - - - -
1. Falcon’s sUSDf on Pendle
$sUSDf generates yield from a mix of sources, including funding rate arbitrage, cross-exchange arbitrage and LPs.
Now, this yield can be traded on Pendle by splitting into components:
- - - - -
2. Key Opportunity: Falcon Miles not (Fully) Priced In
YT sUSDf is trading at an implied APY of 13.3%, while underlying APY is at 9.8%. The implied and underlying APY are trading relatively close, meaning:
→ Speculative upside from Falcon Miles has yet to be fully priced in
Reasonable Assumption
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Today until 18th July
• real revenue + highest PMF + vertical stack
• competitors increasingly doing higher volume + revenue
• increased fundraise and investors diluted
• higher circulating supply, how to support price
• buybacks??
• take my 2x and jeet
• sidelined capital that could not ape memecoins
• demand supply game vs fundamentals
• a lot of misrepresentation?
• who are the marginal buyers
contentious trade
• real revenue + highest PMF + vertical stack
• competitors increasingly doing higher volume + revenue
• increased fundraise and investors diluted
• higher circulating supply, how to support price
• buybacks??
• take my 2x and jeet
• sidelined capital that could not ape memecoins
• demand supply game vs fundamentals
• a lot of misrepresentation?
• who are the marginal buyers
contentious trade
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AI Cheating Assistants
Cheating seems cool now? I guess people already do it on video calls, pulling up ChatGPT or their notes beside the interface.
Now, “shadow assistants” like Cluely, Cheating Daddy, and Glass turn every call into an AI-augmented performance with more sophisticated tools that read and listen in real time.
Questions/risks
• Wonder what the regulations are regarding this --> GDPR-style consent laws since people will be using an “invisible” screen + audio capture
• Imagine the application lag or a savvy client noticing your eyes reading the text on the assistant's popup kek
•
Cheating seems cool now? I guess people already do it on video calls, pulling up ChatGPT or their notes beside the interface.
Now, “shadow assistants” like Cluely, Cheating Daddy, and Glass turn every call into an AI-augmented performance with more sophisticated tools that read and listen in real time.
Questions/risks
• Wonder what the regulations are regarding this --> GDPR-style consent laws since people will be using an “invisible” screen + audio capture
• Imagine the application lag or a savvy client noticing your eyes reading the text on the assistant's popup kek
•
DADDY7.09%
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