Trissy

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Age 3 Yıl
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The fight with Anthropic vs the Department of War is crucial for our freedom.
We’re watching the first public attempt of government using AI for mass surveillance.
“We captured the Venezuelan president using your product” translates to “you need to give us full control to monitor user behaviour, allowing us to push political propaganda and have a choke hold over future decisions as we have so much behavioural data”.
This is identical to the idea of CBDC’s and equally if not more destructive. While I don’t see the government slowing down in attempting to control tech companies due to “national
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Profit Taking Models
Since we’ve recently gone through one of the worst liquidation in our industries history, I thought I’d share a couple profit taking models to try and help those making their comeback arc or looking to survive for longer.
These will be off the basis of portfolio valuation and using 50k, 100k, 200k & 500k for easy maths.
You can scale these numbers to whatever suits your personal circumstances and portfolio.
Model #1: Withdrawing percentages at milestones (my favourite)
Linear:
20% @ 50k = 10k
20% @ 100k = 20k
20% @ 200k = 40k
20% @ 500k = 100k
Dynamic:
10% @ 50k = 5k
20%
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In the early days of the internet and web development, everything was hand written in raw JavaScript or HTML.
Each web app was its own silo. As they grew more complex, the community invented tools like Webpack and Vite which are module bundlers and build systems that automatically handle different file types and assets.
Meaning a developer could import an image, font or a TypeScript file into their project and the bundler’s loaders would know how to process it (convert TS to JS, inline the image etc).
The browser itself only understands HTML/CSS/JS but these toolkits encode/decode other format
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Robotics is the next industrial revolution.
The first industrial revolution (steam to mechanization) grew global GDP by roughly 10x between 1820-1910.
Robotics will do the same in reverse, machines will now mechanize labor itself. Instead of one person running one machine, one person (or no person) will oversee thousands of autonomous machines networked together.
The steam engine era took nearly a century to replace human and animal labor. Humanoids can scale exponentially faster, once a functional blue collar brain is trained, it can be cloned infinitely through software and cheap hardware re
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SOL goes on a god rally soon imo.
While ETHs outperformance since May was due to institutional flows, home to 90%+ of stablecoins (circle IPO), robhinhood building, everyone writing it off as a trade etc. We’re starting to see the narrative become more matured as positioning becomes heavier.
This doesn’t mean ETH won’t perform (I’m confident it will). I’m just saying SOL will be the fastest horse by a larger margin.
SOL’s positioning feels much lighter even as it approaches ATHs, with its backdrop being much stronger. We’re seeing real institutional adoption, such as Forward Industries raising
SOL-5,1%
ETH-4,71%
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Flew to Dubai to work with the $CODEC team in person.
Robotics is going to be too big of a sector not to go all in on.
Study working for your bags.
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There's a coin with virtually zero competition, abstracting away the most complex tasks in what may be the fastest growing sector we'll ever see.
Where the team behind it is even getting direct input from Hugging Face's LeRobot team to build an open SDK for world simulations. In other words, they're working with open source AI leaders to make their development kit as efficient as possible for simulating reality.
This vertical is crucial because humanoid robots don’t deal in text or code, they operate in the atoms and physical objects. An AI agent can analyze text, but a humanoid needs to perce
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I get asked a lot what robotics plays I’m in besides $CODEC.
Answer: none so far.
If I believe robotics is the next AI style meta with the potential to run into the billions, and if I see Codec as the ai16z/Virtuals of the ecosystem, why would I allocate capital and more importantly, conviction, to my second best idea?
My trading style is closer to Jez’s, where I full port my highest conviction plays. That means I’ve had some horrendous round trips, but I’m not here for average returns.
Full porting forces accountability, you can’t hide behind a basket of half baked bets. That mental clarity i
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Came to a realization today that if you’ve been actively trading onchain day in day out for 12+ months you’re considered a veteran now.
Just as we had multiple months of outperformance across alts only a few years ago, we’ve flipped the script to where narratives struggle to last longer than a week.
In turn, those who’ve showed up everyday and taken shots have lived through dozens of mini cycles within isolated eco’s. Essentially speed running your tuition or a term some of you might prefer, Fortnite creative mode.
For the younger crowd who were Fortnite demons like myself, there was a night a
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Last time I front ran a major CoinGecko category it was $PENDLE for Restaking.
Pendle went from $150M → $1B in a straight line and Restaking grew into a $20B+ sector.
Makes you think.
$CODEC coded.
MAJOR-6,49%
PENDLE-6,75%
IN-2,97%
THINK0,16%
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I don’t like to shit on other peoples coins cause it shows you lack strength in your own narrative but like cmon.
Pokemon cards
CS skins
Prediction markets
Even ICM
How do any of these come close in terms of excitement and encapsulation for an industry which is going to go vertical only to trillions of dollars like robotics?
Everything else just feels like short term noise while this is slowly boiling in the background.
DON-2,43%
IN-2,97%
OWN0,47%
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Why you should work for your bags:
1. The bar for conviction is so low due to holding times. Everyone is terrified to believe in something, so when they see someone being vocal and crafting a good thesis while not abandoning the coin after a couple days, they’re heavily inclined to join.
The higher quality the thesis + the higher consistency in posting = higher trust. Everyone runner has at least one die hard community member which gives their all for the project (murad, lexapro, Him, Unipcs etc)
2. Your impact becomes exponential. I rarely find coins on my own and discovering new narratives i
WHY-7,59%
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Pump and it’s eco feel like the obvious trade here.
- 10 mil in buybacks this week (99% of revenue), almost 50% of hyperliquids revenue and buy backs at 15x lower FDV
- Shown it’s the clear kingmaker launchpad
- Sol breaking into a new range and SOL/ETH looking bottomed
- Dovish macro conditions for the next month
Price is being suppressed due to daily active DEX traders being the lowest it’s been in over a year.
Everyone discounts how easy it is to reignite animal spirits with a few runners, study Oct 2024.
You only need one coin to spark everyone’s imagination again.
$PUMP
PUMP-5,19%
IN-2,97%
CLEAR-4,73%
SOL-5,1%
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You’ll see foundation models for Humanoids continually using a System 2 + System 1 style architecture which is actually inspired by human cognition.
Most vision-language-action (VLA) models today are built as centralized multimodal systems that handle perception, language, and action within a single network.
Codec’s infrastructure is perfect for this as it treats each Operator as a sandboxed module. Meaning you can spin up multiple Operators in parallel, each running its own model or task, while keeping them encapsulated and coordinated through the same architecture.
Robots and Humanoids in ge
LL-0,23%
VSN-4,42%
UP-7,84%
IN-2,97%
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You don’t understand how viral Humanoids are going to become.
Imagine once the first few fleets are deployed and running around society.
Elon see’s his robotics company becoming larger than Tesla itself and they're less than 6 months away.
DON-2,43%
ELON-7,62%
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Robotics works quite similar to AI.
You need lots of high quality data to operate, except you can’t just scrape the internet for robotics data since it needs real world experience and variables.
There is no “Internet of robot actions.”
Ton’s of teams are working and throwing stupid money into humanoids as they’re the most obvious deca trillion dollar industry due to how efficient they’ll turn the labour force (more efficient than an Indian average wage at $50k USD each).
But the biggest race, like AI is:
1. Getting quality data
2. Training tasks
Foundation models are like LLMs in AI, but inst
TON-5,11%
LL-0,23%
MORE-36,27%
IN-2,97%
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Two scenarios
Similar outcome
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