Jay ⬜
@0xJay804
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Coder / Forex Trader / Crypto Investor / Holder - Trader - Macro Researcher / #Bitcoin
California, USA
Joined April 2021
The full list of AI-Hackathon projects: These are all early-phase projects with no tokens yet, and some are backed by Binance. 1. @infinityg_ai - Enable everyone to create interactive mini-games/apps with just a text prompt. 2. @AgentiPy - Python framework for connecting AI agents to any onchain app on Solana. 3. @socrates_agi - Agent swarm launchpad powered by 0g. 4. @FungIPle - Let you create your own aixbt with features like one-click style Imitation, Personalized Kol WatchList, and Real-Time Alpha Assistant. 5. @EliteAgents_AI - Platform to create agents with utilities(like token trading, video generation, etc.) with no code. 6. @Flame__live - 3D avatars with AI chats, custom content, and private feeds. 7. @DungeonDotCash - A decentralized rpg gaming platform where AI is validating the users' moves(cool game, still in devnet). 8. @boltrade_ai - DEX trading platform powered by AI, smart wallets tracking analysis, volume tracking, ai chat etc.(it's pretty cool). Product was live since 7 months ago(before the hype of agents). 9. @meedotfun - Autonomous AIs that can think/post/chat/talk/build/earn/spend/make/moaaar. 10. @Gamerboom_ - A gaming data layer driven by AI tagging system, aiming to bring billions into Web3. Backed by Binance. 11. @askthehive_ai - A network of specialized DeFi agents that cooperate to open and manage complex yield positions. 12. @vity_toolkit - A powerful tool library of web2 and web3 apps for LLMs and AI Agents. 13. @cleopetrafun - An autonomous AI Agent for LPing on Solana DEXs. 14. @get_palet - A search agent built on a federated protocol. It can search online, and offline networks. 15. @_emeraldsh - Create and manage autonomous agents. 16. @siames_net - Open-source web-based world for Onchain Agents(like realis). 17. @TheSolaAI - A personalized voice assistant that can control on-chain activity. 18. @Fridon_AI - AI-driven platform for crypto analysis, coin searches, and on-chain data. 19. @mamora_in - An AI-powered chatbot with access to on-chain data & tools. 20. @DEGA_org - AI game builder. 21. @voltrxyz - AI powered DeFi vaults for optimized yield across Solana(no live product yet). 22. @EnsembleCodes - Multi-agent framework that enables AI agents to coordinate, collaborate, and execute tasks. 23. @PulsebotAI - Sentient AI shopping agent for augmented decision making built on Solana. 24. @Ensofi_xyz - AI agents that monitor multiple DeFi protocols and autonomously allocate funds for maximum yield. 25. @HeyElsaAI - AI agent that enables users to trade, lend, stake, bridge across multiple chains. 26. @fomofactoryio - A next generation of fan-celebrity interaction through AI agents. 27. @lendaonchain - An AI-driven DeFi agent that maximizes stable coin lending profits. 28. @HiJobsy - The largest autonomous AI network for jobs and talents, matching you 24/7. 29. @rps_live_gg - Custom AI game hosts... Backed by AllianceDao. 30. @introvertmac007 - Ai agent assistant with access to market data and tools, can create memes, etc. ( Open-source ). 31. @echomorph_ai - An AI with the ability to copy voices/personalities and talk in spaces. 32. @SoDASMemeWizard - DeFi Agent Swarm simplifies DeFi with multi-agent AI. 33. @MemeRepublicAI - A game where you can talk with ai agents like Eliza, pepe, etc. 34. @alrisagent - AI-Driven Yield Optimizer and Auto-Trader. 35. @semi_infiknight - Social App platform for ai agents. 36. @aolo_ai - A platform that allows users/projects to pay to AI KOLs to promote projects. 37. @launchcybers - Agent launchpad for DeFi agents. 38. @GGMMSOL - AI-powered market making. 39. @predofun - A social AI Agent that turns group chat banter on telegram into friendly wagers. 40. @verve_wallet - Smart wallet infrastructure for one-click wallet creation and user onboarding with the fastest, Solana-native embedded wallet. 41. @airfusions - AI agent assistant with access to market data and tools(e.g. #griffian). 42. @biosphere3_ai - A massive Citizen Science Game, blending AI-driven agents and social simulation. 43. @JusTX_ai - AI agent assistant with access to on-chain data & tools. 44. @get_nimbus - An AI-powered assistant that helps users maximize profits in yield farming. 45. @MiddleearthAI - A strategy game played by AI Agents on X. 46. @HelloGameland - A platform for AI-powered Web3 game development.
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People will forget your 99 predictions with a 99% win rate, but they will remember that 1 wrong prediction with a 1% chance and start judging you wrong. It's only because they are beggars with nothing to do in life; they just open their mouths for hate.
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I was wrong for calling Altseason in January. Based on the current situation, I expect a fall to the 70K level from current prices **or** a new ATH at 115K-120K to confirm that the bull run and Altseason have started. After that, I anticipate a drop to 70K before the market explodes to the upside.
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Read again.
The period leading into Donald Trump's second inauguration in January 2025 has been a defining moment for the USD, Bitcoin (BTC), and US equities. These assets rallied significantly following Trump's victory in November 2024, driven by optimism around his pro-America and pro-crypto policies. While the long-term outlook remains bullish for these asset classes, the inauguration itself poses risks of a “sell the news” event or an unwinding of the post-election rally. Understanding the dynamics of this potential correction is key for positioning effectively in both the short and long term. The US Dollar Index (DXY) experienced a sharp rally in the weeks following Trump's election victory, reflecting heightened expectations for economic growth under his administration. However, as the DXY approaches the critical resistance level of 110, there are signs of bullish exhaustion. A failure to sustain intraday highs above 110, coupled with lower time frame (LTF) structural shifts, highlights the risk of unwinding bullish positions. A decisive break below 109 could confirm the correction. That said, optimistic US economic data or new policy announcements could serve as invalidation points, potentially driving the DXY above 110 to extend its rally. Strategically, short-term corrections could provide attractive re-entry points for long-term USD strength. Bitcoin (BTC) has been a standout performer, rallying to highs near $108,000. This surge has been fueled by Trump's pro-crypto stance, which has bolstered confidence among both institutional and retail investors. However, BTC's failure to decisively break $108,000 could indicate reduced demand for risk assets, particularly as flows from the Trump trade begin to unwind. If BTC breaks below $100,000, it would signal further downside, suggesting a temporary loss of momentum. Conversely, new crypto-friendly policy announcements or a breakout above $108,000 could reinvigorate the bullish trend. For traders, sidelining during heightened volatility or targeting key support levels between $95,000 and $100,000 for long-term positioning is prudent. US equities have similarly benefited from Trump-related optimism, with strong rallies across major indices. The expectation of domestic economic incentives and pro-business policies fueled gains across sectors like energy, defense, and financials. However, as the inauguration approaches, profit-taking and rotation out of overbought sectors could lead to short-term corrections. Traders should pay attention to potential sectoral rotations, using dips in strong growth areas as opportunities for re-entry. Long-term gains in equities are likely to remain supported by structural growth under Trump's policies. In summary, while USD, BTC, and US equities maintain bullish macro outlooks, the inauguration introduces risks of temporary corrections. Key levels for DXY (109–110), BTC ($100,000), and equities should guide traders during this transitional phase. Staying cautious during volatile periods, capitalizing on corrections, and repositioning for long-term growth once markets stabilize will be essential strategies for navigating this dynamic environment. If 'sell the news' happens during Trump's inauguration, I'm expecting Bitcoin targets at $97,000, $95,000, $92,000, $90,000, and $87,000. Cautious on unwinding the Trump trade, but macro bullish long term.
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Analyzing the Financial Market's Reaction to Donald Trump's Davos Speech: Donald Trump’s remarks at the World Economic Forum in Davos, Switzerland, after assuming the presidency, highlighted a series of policy goals and economic insights that could have profound implications for global financial markets. His speech revealed a mix of optimism, bold claims, and policies that seem to conflict with current monetary frameworks. Here's a deeper analysis of the key points and their potential impact. 1. Trump's Call for Lower Oil Prices and Interest Rates: Trump’s understanding of monetary policy is central to his speech, where he advocated for reduced oil prices and a simultaneous lowering of interest rates. Historically, oil prices have had a significant impact on inflation, with lower oil prices often helping to suppress inflationary pressures. However, tying interest rates to oil prices is unconventional. Challenges for the Fed: The Federal Reserve is tasked with maintaining price stability and maximizing employment, not managing commodity prices directly. Given the Fed’s recent stance of pausing interest rate adjustments, Trump’s demand adds complexity. Lowering rates when inflationary pressures remain elevated due to tariffs and a strong labor market might conflict with the Fed’s mandate. Market Response: The suggestion of an interest rate cut weakened the US dollar, providing strength to currencies like the Pound Sterling and the Euro. This reflects a classic "flight to safety" as investors reassess risks tied to potential policy volatility. 2. The Impact of Tariffs on Inflation and Trade Wars: Trump’s tariff threats—25% on Canada and Mexico and 10% on China—carry significant implications for global trade and inflation. If implemented, tariffs could lead to: Higher Consumer Prices: Tariffs increase the cost of imports, with the added expense passed on to consumers. This contradicts Trump’s goal of reducing inflation, as higher prices for goods directly contribute to inflationary pressures. Economic Slowdown Risks: During his previous term, US households bore the brunt of increased costs due to trade disputes. A repeat of such policies may dampen consumer spending and economic growth. Uncertainty for Global Markets: While the threat of a trade war looms, it’s too early to predict whether these tensions will escalate. However, even the prospect of tariffs introduces volatility in global markets. 3. Mixed Signals from the Labor Market and Central Banks: The labor market continues to be a point of contention in monetary policy. Recent data suggests robust hiring and job creation over the past 30 months. While this is a sign of economic strength, it also raises inflationary concerns, with the Federal Reserve signaling a need for the labor market to cool. Fed’s Balancing Act: The Fed faces a delicate balance—managing inflation while avoiding excessive tightening that could harm job growth. Current indicators suggest the Fed is unlikely to cut rates, despite Trump’s advocacy. Global Central Bank Policies: Other central banks, such as the Bank of Japan (BOJ) and the European Central Bank (ECB), are also navigating unique challenges. The BOJ’s decision to raise rates to 0.50%—the highest since 2008—reflects a shift toward normalization but is likely to be gradual. Meanwhile, the ECB is expected to cut rates, given persistent economic struggles in Europe. 4. Safe Haven Assets in Turbulent Times: The uncertainty surrounding trade policies, interest rates, and inflation has once again put gold in the spotlight. Gold, a traditional safe-haven asset, benefits during periods of market volatility and economic uncertainty. Gold’s Upside Potential: As Trump's policies fuel market turbulence, gold prices are likely to climb. Investors are expected to buy on dips, anticipating further upside. 5. Global Implications and Long-Term Outlook: Trump’s speech and its implications for monetary policy, trade, and inflation have both short-term and long-term consequences. Short-Term Volatility: Markets are likely to remain turbulent, with fluctuating currencies and commodity prices as investors digest the implications of US policies. Long-Term Policy Risks: The conflict between Trump’s goals (lower interest rates, lower inflation, and protectionist trade policies) could create structural risks for the US economy. Trade wars, if escalated, would strain relationships with key partners like Canada, Mexico, and China, potentially harming global economic growth. Conclusion: Trump’s Davos speech underscores a complex economic vision that intertwines monetary policy with trade dynamics and inflation management. While his call for lower oil prices and interest rates may resonate with short-term goals, it conflicts with economic realities and the Federal Reserve’s cautious stance. The tariff threats, coupled with strong labor market performance, add to the uncertainty, creating a volatile environment for global markets. As central banks around the world, including the BOJ and ECB, adapt their policies, investors should brace for a turbulent period. Safe-haven assets like gold are expected to thrive, while currencies and equities could face pressure from unpredictable policy shifts. In this delicate landscape, policymakers and investors alike will need to navigate carefully to avoid long-term economic disruptions.
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