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austin barack on market bubble today: "flows into crypto follow two basic themes. people want exposure to AI and they want exposure to 24/7 trading" his AI play is venice: "from 15 million ARR in january to about 90 million now... 45,000 new subscribers every month, these are people...

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Ansem 🐂🀄️

1,432,301 subscribers

82,440 просмотров • 2 месяцев назад •via X (Twitter)

Наука и технологииФинансы
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Комментарии: 33

Фото профиля President Camacho
President Camacho2 месяцев назад

Soooo bullish on $ANSEM and $HBULL

Фото профиля heinous (𝖙𝖊𝖘𝖙𝖎𝖈𝖑𝖊𝖘 𝖆𝖗𝖈)
heinous (𝖙𝖊𝖘𝖙𝖎𝖈𝖑𝖊𝖘 𝖆𝖗𝖈)2 месяцев назад

every mf chasing ai bags while solana:2c1KjiyQow66QfsnCtoyuqfo3AuxgpBMEoAq5oiiXqdu sits at $1.5m when you guys realize how viral it is its gonna get nuts

Фото профиля Grip
Grip2 месяцев назад

Why Rh Wojak? 19 year old globally relevant meme on a chain that 90% of crypto normies in US already have KYCd on their phone and ready to onboard. 19 years might be off give or take some. But you get the point With a real community All organic 213 bullish Wojaks ca: 0xace55fe98bab14366dd49ab5aa5df76aa11a3c6f tg:

Фото профиля Navy
Navy2 месяцев назад

dayum

Фото профиля Keith Berry aka NFTkid
Keith Berry aka NFTkid2 месяцев назад

We’re cooked. AI is taking over

Фото профиля Steelo 🐂🀄️
Steelo 🐂🀄️2 месяцев назад

one, two black bull coming for you

Фото профиля KenzBlender
KenzBlender2 месяцев назад

SYFBAU solana:6oGuFDbEeaSzTcvrmmd2MqfNYwHKXFoN7regcR22pump

Фото профиля Beacon
Beacon2 месяцев назад

How’s our little Tortuga Trader doing?

Фото профиля NIEL'S
NIEL'S2 месяцев назад

Active

Фото профиля megastarmie
megastarmie2 месяцев назад

Butthole sunning summer $solanus

Фото профиля Farmarcis.artisan.cash
Farmarcis.artisan.cash2 месяцев назад

Bro I sent you dm on dc Please check when you are free

Фото профиля AD£XLINK$.sei 🐂🀄
AD£XLINK$.sei 🐂🀄2 месяцев назад

How where you able to tweet this while on the live.... ❤️🐂🀄

Фото профиля Inyang| KING | ETHGas ⛽
Inyang| KING | ETHGas ⛽2 месяцев назад

👍🏻

Фото профиля Forge🀄
Forge🀄2 месяцев назад

Talk about $Jimothy

Фото профиля Holduck 
Holduck 2 месяцев назад

Happy for you guys..

Фото профиля Bigbob
Bigbob2 месяцев назад

When airdrop me fam? Been holding Ansem for a while now

Фото профиля Abba Lamin
Abba Lamin2 месяцев назад

Great

Фото профиля Demon Slayer
Demon Slayer2 месяцев назад

@SerPepeXBT learn from here 💙

Фото профиля Cryptorboe 🐂 🀄 (Opinion Arc)
Cryptorboe 🐂 🀄 (Opinion Arc)2 месяцев назад

Austin spitting pure alpha. AI + 24/7 markets is the only meta that matters right now. Venice going 15M → 90M ARR with 45k paying subs a month is insane real usage, not just hype. $VVV thesis looking stronger every day

Фото профиля Crypto_Gurl 🧕
Crypto_Gurl 🧕2 месяцев назад

Thats massive

Фото профиля Nizzan GTR
Nizzan GTR2 месяцев назад

Ai finally has become more impressively fast in progress in just a short time.

Фото профиля Mr.Hazzard ( Ambassador Arc )
Mr.Hazzard ( Ambassador Arc )2 месяцев назад

that's wild growth, sounds like Venice is definitely the place to be for AI exposure

Фото профиля Fatman
Fatman2 месяцев назад

ai hype is a joke. this bozo is selling shovels to fools.

Фото профиля Horlly
Horlly2 месяцев назад

Yap

Фото профиля JOEDOE
JOEDOE2 месяцев назад

Absolutely awesome space 💯 🤩 💖

Фото профиля amb_siirdeeq
amb_siirdeeq2 месяцев назад

Bro🥲🥲🥲

Фото профиля WAGMI.
WAGMI.2 месяцев назад

Big guy 👊

Фото профиля Bengcryptoz
Bengcryptoz2 месяцев назад

We are live

Фото профиля DE GARDENER🕊️
DE GARDENER🕊️2 месяцев назад

$VVV

Фото профиля SolHedge | AI-Powered LP Protection
SolHedge | AI-Powered LP Protection2 месяцев назад

AI is becoming a real crypto narrative.

Фото профиля Smart
Smart2 месяцев назад

Strong thesis. AI + 24/7 markets feels like one of the biggest narratives this cycle. $VVV is definitely worth watching. 👀

Фото профиля NaijaChaosLord 🐂 🀄️
NaijaChaosLord 🐂 🀄️2 месяцев назад

We want crypto clarity act

Фото профиля GRANDPA GORK
GRANDPA GORK2 месяцев назад

THEY ARE WITH US OR AGAINST US.

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Princewill Chuka

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Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"
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Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

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Americans are wide awake to Democrats organizing and paying for protests Nate Friedman “What are your thoughts on this protest?” New York resident “These guys are paid. They're so organized. It's less than even 24 hours, they got hundreds of signs made. It's almost like they have a print shop in the back of their people's forum over here down in the city. That being said, if you looked at all the videos out on the internet, the people in Venezuela are happy that this is happening because now they don't have to deal with socialism and communism. But the people who are actual socialists and communists are here in America protesting against what's good for the better people in Venezuela. And that's the sad part. And this is, they want to turn this country into what that country is. They don't want this country to be good. These people want to live in socialism and communism” “I confronted Manolo De Los Santos, leader of the People's Forum — $20 million a year — to paid protest.”

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The whole industry is pivoting out of crypto right now "We saw Robinhood's crypto earnings down massively, but they replaced that with prediction markets and did well. Coinbase suffering because their volumes are down massively. Wintermute is beholden to the same trend, which is the depths of a bear market, apathy, very little trading volume, very little to market make" "They want to actually make money, so they're going to go to greener pastures where they can do so" "But just remember, our market makers are moving into other markets, our Bitcoin miners are becoming AI data centers, and our crypto exchanges are becoming everything apps focused more heavily on prediction markets than crypto volumes. That should show you everything you need to know about where we're at in the cycle right now"
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The whole industry is pivoting out of crypto right now "We saw Robinhood's crypto earnings down massively, but they replaced that with prediction markets and did well. Coinbase suffering because their volumes are down massively. Wintermute is beholden to the same trend, which is the depths of a bear market, apathy, very little trading volume, very little to market make" "They want to actually make money, so they're going to go to greener pastures where they can do so" "But just remember, our market makers are moving into other markets, our Bitcoin miners are becoming AI data centers, and our crypto exchanges are becoming everything apps focused more heavily on prediction markets than crypto volumes. That should show you everything you need to know about where we're at in the cycle right now"

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Ansem shares his thesis on $VVV “Venice AI is essentially a private inference platform… you can access all of the top state-of-the-art models, all the best open source models but through Venice, it doesn’t store any of your information” “They’ve done really well. They have over 2 million users. I think they have 50k daily actives on their app and they’re making money from the subscription” “One of the cool features of Venice that I thought was interesting is they have a second token that’s called DIEM… if you have 1 DIEM, you get to use $1 of compute per day for that 1 DIEM that you have” “It’s a really interesting model. I think it’s honestly attracted a lot of people to stake $VVV. We don’t have a lot of real protocols there in the crypto and AI space that aren’t vapor and are actually doing well”
2:27

Ansem shares his thesis on $VVV “Venice AI is essentially a private inference platform… you can access all of the top state-of-the-art models, all the best open source models but through Venice, it doesn’t store any of your information” “They’ve done really well. They have over 2 million users. I think they have 50k daily actives on their app and they’re making money from the subscription” “One of the cool features of Venice that I thought was interesting is they have a second token that’s called DIEM… if you have 1 DIEM, you get to use $1 of compute per day for that 1 DIEM that you have” “It’s a really interesting model. I think it’s honestly attracted a lot of people to stake $VVV. We don’t have a lot of real protocols there in the crypto and AI space that aren’t vapor and are actually doing well”

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144,285 просмотров • 4 месяцев назад

Se thinks almost every market eventually comes down to one thing: attention “In a lot of ways, I’m trading attention” “Are the right people and the people who are actually moving money in size in this market looking at things like this? Probably not” “Everything is trading attention, whether it’s on a micro or macro scale” se uses his HOOD trade to explain the thesis. His edge came from watching Robinhood’s onchain activity and thinking about how its new chain could develop into another meaningful revenue stream before larger pools of capital were focused on it. Crypto traders already live inside onchain data, flows and narratives, giving them a different lens when those signals begin crossing into equities. Then attention caught up. HOOD ripped roughly 17% in a day. Find where the data is moving before the capital starts looking there.
1:45

Se thinks almost every market eventually comes down to one thing: attention “In a lot of ways, I’m trading attention” “Are the right people and the people who are actually moving money in size in this market looking at things like this? Probably not” “Everything is trading attention, whether it’s on a micro or macro scale” se uses his HOOD trade to explain the thesis. His edge came from watching Robinhood’s onchain activity and thinking about how its new chain could develop into another meaningful revenue stream before larger pools of capital were focused on it. Crypto traders already live inside onchain data, flows and narratives, giving them a different lens when those signals begin crossing into equities. Then attention caught up. HOOD ripped roughly 17% in a day. Find where the data is moving before the capital starts looking there.

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