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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 görüntüleme • 2 ay önce •via X (Twitter)

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President Camacho profil fotoğrafı
President Camacho2 ay önce

Soooo bullish on $ANSEM and $HBULL

heinous (𝖙𝖊𝖘𝖙𝖎𝖈𝖑𝖊𝖘 𝖆𝖗𝖈) profil fotoğrafı
heinous (𝖙𝖊𝖘𝖙𝖎𝖈𝖑𝖊𝖘 𝖆𝖗𝖈)2 ay önce

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

Grip profil fotoğrafı
Grip2 ay önce

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:

Navy profil fotoğrafı
Navy2 ay önce

dayum

Keith Berry aka NFTkid profil fotoğrafı
Keith Berry aka NFTkid2 ay önce

We’re cooked. AI is taking over

Steelo 🐂🀄️ profil fotoğrafı
Steelo 🐂🀄️2 ay önce

one, two black bull coming for you

KenzBlender profil fotoğrafı
KenzBlender2 ay önce

SYFBAU solana:6oGuFDbEeaSzTcvrmmd2MqfNYwHKXFoN7regcR22pump

Beacon profil fotoğrafı
Beacon2 ay önce

How’s our little Tortuga Trader doing?

NIEL'S profil fotoğrafı
NIEL'S2 ay önce

Active

megastarmie profil fotoğrafı
megastarmie2 ay önce

Butthole sunning summer $solanus

Farmarcis.artisan.cash profil fotoğrafı
Farmarcis.artisan.cash2 ay önce

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

AD£XLINK$.sei 🐂🀄 profil fotoğrafı
AD£XLINK$.sei 🐂🀄2 ay önce

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

Inyang| KING | ETHGas ⛽ profil fotoğrafı
Inyang| KING | ETHGas ⛽2 ay önce

👍🏻

Forge🀄 profil fotoğrafı
Forge🀄2 ay önce

Talk about $Jimothy

Holduck  profil fotoğrafı
Holduck 2 ay önce

Happy for you guys..

Bigbob profil fotoğrafı
Bigbob2 ay önce

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

Abba Lamin profil fotoğrafı
Abba Lamin2 ay önce

Great

Demon Slayer profil fotoğrafı
Demon Slayer2 ay önce

@SerPepeXBT learn from here 💙

Cryptorboe 🐂 🀄 (Opinion Arc) profil fotoğrafı
Cryptorboe 🐂 🀄 (Opinion Arc)2 ay önce

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

Crypto_Gurl 🧕 profil fotoğrafı
Crypto_Gurl 🧕2 ay önce

Thats massive

Nizzan GTR profil fotoğrafı
Nizzan GTR2 ay önce

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

Mr.Hazzard ( Ambassador Arc ) profil fotoğrafı
Mr.Hazzard ( Ambassador Arc )2 ay önce

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

Fatman profil fotoğrafı
Fatman2 ay önce

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

Horlly profil fotoğrafı
Horlly2 ay önce

Yap

JOEDOE profil fotoğrafı
JOEDOE2 ay önce

Absolutely awesome space 💯 🤩 💖

amb_siirdeeq profil fotoğrafı
amb_siirdeeq2 ay önce

Bro🥲🥲🥲

WAGMI. profil fotoğrafı
WAGMI.2 ay önce

Big guy 👊

Bengcryptoz profil fotoğrafı
Bengcryptoz2 ay önce

We are live

DE GARDENER🕊️ profil fotoğrafı
DE GARDENER🕊️2 ay önce

$VVV

SolHedge | AI-Powered LP Protection profil fotoğrafı
SolHedge | AI-Powered LP Protection2 ay önce

AI is becoming a real crypto narrative.

Smart profil fotoğrafı
Smart2 ay önce

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

NaijaChaosLord 🐂 🀄️ profil fotoğrafı
NaijaChaosLord 🐂 🀄️2 ay önce

We want crypto clarity act

GRANDPA GORK profil fotoğrafı
GRANDPA GORK2 ay önce

THEY ARE WITH US OR AGAINST US.

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Pull out your calculator. I'm about to show you something. 1.5 million people search "how to stop snoring" every month. You sell a $9 PDF guide to 0.1% of them. That's $4,020/month. From one PDF. That AI wrote. That you never put your face on. Decide if you want in.
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Pull out your calculator. I'm about to show you something. 1.5 million people search "how to stop snoring" every month. You sell a $9 PDF guide to 0.1% of them. That's $4,020/month. From one PDF. That AI wrote. That you never put your face on. Decide if you want in.

Princewill Chuka

999,527 görüntüleme • 4 ay önce

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"
1:42

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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EARLY ACCESS - Venice Is Here to Win: How Private AI Takes On OpenAI and Anthropic Jon ShapeShift says the $VVV flywheel works even if users don’t care about crypto. “Most of our users are actually not crypto people” "some of them even actively dislike crypto and dislike tokens” "they don't care as long as the product itself is good and they can use it" "all of them are contributing downstream to this token economy, regardless"
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MeidasClips

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.Talia Goldberg explains the concept of 'supernovas' in the AI industry. "The supernovas are out-of-nowhere growth stories that are mind-blowing. AI companies are accelerating and compressing growth into a very short period of time." "On average, the top cloud companies took about 6-7 years to get to about $100 million ARR." "In this cohort, the top percentile is getting to $100 million ARR in about one and a half years, and the top decile in about four years. There are some trade-offs like gross margins. Many of these companies have negative gross margins. Not all revenue is created equal, but nevertheless, the adoption is astounding."
1:44

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PRESIDENT TRUMP HAS WITHDRAWN FROM W.H.O. This is a very intelligent decision - One of the reasons is we were paying for most of it and W.H.O. was after ruling the world. The U.S.A. was paying $500 Million when we may have around 325 Million people in our country and China with 1.4 Billion people in their country was paying $39 Million. America has no business financing a Globalist organization that wants to dictate to America about health - the climate hoax - and what they label pandemics - They want to RULE the world.

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This rally is being driven by forced buying. Hedgies were short. CTAs are being forced back in. It’s not people buying because they want to. It’s buying because they’re forced to. If the news flow deteriorates, the same people will have to sell it again. So the question is what happens when the flow stops. You’re not only trading market direction but instead this is more trading positioning. This is not where you want to be short gamma. I see it as: Deal gets done: market keeps ripping. Deal fails: market sells off. Supportive flows are fading. Event risk is rising. Do I want to be running short gamma into the weekend with Monday's straddle priced at less than 1%. Probably not. This is exposure to uncertainty, not a view.

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I Actually Want the Crypto Market to Crash, Here’s Why Everyone is praying for crypto to pump. I'm hoping for the exact opposite, and here's why. People are waiting for the CLARITY Act to pass and the Fed to cut rates so crypto explodes. I want it delayed. Keep the market down a little longer. Here's why that sounds crazy but isn't. When the market is down is exactly when you get to accumulate at cheap prices. You don't walk into a store hoping the price is high. If you want a quality product, you want it cheap. Assets are no different. But in investing people flip it. They want their bags expensive while they're still trying to buy more. That's trading with your emotions, way too attached to your portfolio. If you truly believed in your investments, you'd want what I want: more money into cheaper assets. That's how this actually works, not the other way around. Flip your perspective and you make money. Stay emotional, blame everyone else, and you stay exactly where you are. Follow for more.

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2:48

“There is that level of exposure that we want our young men and women to benefit from. We want that to translate into the growth of capacity here in our country, in as many fields as we can and therefore, our people and others from the region are able to get the services they need from us, from here, things we build here.” President Kagame

Presidency | Rwanda

34,299 görüntüleme • 2 yıl önce

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.”
2:03

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.”

Wall Street Apes

1,191,914 görüntüleme • 9 ay önce

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"
0:42

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"

The Wolf Of All Streets

49,371 görüntüleme • 1 ay önce

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”

Market Bubble

144,285 görüntüleme • 4 ay önce

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.

Kaiz 🐂🀄️

107,972 görüntüleme • 20 gün önce