Brain Map

“Just look at the numbers - Clanker has $29M in cumulative fees but only sits at $55M market cap, while Virtuals has $60M fees at $560M MC and Zora has $12M fees at $420M MC. Based on fees alone, Clanker is extremely undervalued compared to its competitors. Plus Farcaster acquired it which includes 2/3 of protocol fees from all future Clankers.”

“I think this is quite meaningless - you may have an edge over someone else due to various reasons including previous context, knowing team, proper amount of research, watching chart, etc. The trades I take are suited to me and my trading style. You may have an entirely different trading style than me and different risk profile as well.”

“I've personally lost my full trust in the team. As someone who has been avidly supporting them the entire way, I figure it's better to be honest about my thoughts since I bullposted so much before. The worst fumble I've seen from any team in crypto - they made $40m in fees in 3 months then just gave up calling it 'broken'.”

“I think the easiest way to fumble 'generational wealth' is by over rotating into the flavor of the day. I believe most people are better off positioning themselves within high conviction coins and holding. Your goal should not be to hit every trade. It should be to make the trades that make a huge impact on your own portfolio.”

“These aren't just memes or speculation - they're actual tools being used by real VCs with massive AUM. Like Faircaster is actively finding and investing in Farcaster projects for RE7. When you see $TIBBIR at $400m and $FAIR at $4m backed by almost 1B AUM fund, that's a layup.”

“Anyone who tells you when it is has no clue either, there's a million different theses for when cycle top is (if there is one). I believe the best strategy is to just take profits on the way up always. Sometimes the best thing to admit is that you have no idea what's going to happen next.”

“Prediction markets represent one of the greatest crypto verticals that most people are overlooking. PubhouseXYZ could become a 9-figure token in a prediction market frenzy - it's the token launchpad of prediction markets that everyone has missed, similar to how people missed TCG.”

“CT flip flops 100 times per hour, don't lose sight of the big picture. Zoom out. The amount of left curving I'm seeing right now is quite insane - it's just top blast season into anything that is related to a narrative.”

“45% stablecoins, 25% majors, 5% perps funds, 25% onchain coins for steady growth and downside protection. This beats the high-risk concentrated positions most people take. Portfolio diversification is key.”

“My edge is within infra plays primarily and looking at many different aspects of products to valuate them properly. The best trades are always infrastructure behind the current metas. I look at fee generation, VC backing, team track records, and compare market caps to similar successful projects.”

“Trenchers rly thought celeb meta without celebs was gonna save them. It's obvious that celebrity tokens without actual celebrity involvement are doomed to fail. You need real celebrity participation for these to work.”

“Why pivot at the last minute just because token price was down? Was the team never confident at all in their product? It could've easily been refined and worked on but teams give up because it was 'bad' - makes no sense to me. Shows fundamental incompetence IMO.”