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confugen

@confugen

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i write about ai

tg in stealth mode
Joined May 2020
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@confugen
confugen
8 days
the following events nuked the ai meme market: - $aicc - gatekept ai incubator presale - even though its intention was perhaps good, the distribution and ROI along with mass selling by even the main backer Bankless itself disturbed the market. when keen market participants see such returns, it causes them to be on tilt and ultimately lose conviction in their own bags which don’t achieve these type of returns in such a short time span, along with being distrusting of entities like bankless who was a big factor in such large ai coin inflows in the first place. - $trump / $melania - many FSH their ai ports into trump especially, and after making insane gains in hours instead of months, most did not buy the ai stuff back, instead choosing to cash out. obviously this caused market participants to be extremely tilted, taking massive risks full porting into farms / derivatives etc, trying to make similar gains to like their frens did on trump, and ultimately losing it all, leading to significantly less liquidity in the ai market going forward. - start up coins like $vine and $jelly moved some attention away from ai, it also didn’t help that jelly in particular was a large extraction event planned by LA “vape cabal” insiders. thus further reducing market liquidity. - many scems on the crime chain of the cycle, base - in particular $VVV - again an insider planned extraction event between the base team and the vvv team. but also in general I’ve seem in groups on an alt where they buy up XYZ memecoin on virtuals and then use large accounts to shill and dump on followers. this obviously leads to more distrust, and a turn off from this sector by the market. - the rise of deepseek - if their claims are true, it makes most ai valuations look absurd, causing the market to rethink whether their favorite AI coin should be worth 10 million, let alone 1 billion. even if the claims are now not true, it caused people to wake up to how crazy some of these valuations were, and now with many bagholders, it will be difficult to regain ATHs for most projects. - overall market conditions, trump as it stands is causing panic with his tariffs and other policies, and with a strategic bitcoin reserve materialising seemingly far off, the future does not currently look bright. so all of this does look bleak, but i do think with ai we’re just getting started. like the amount of innovation we’ve had, in particular with ai agents like @aixbt_agent and the first mover @gospelofgoatse along with niches like DEFAI (overvalued but useful) and ai frameworks like @arc / ai16z, is somewhat promising. and personally, I’ll still be on the lookout for the next innovative ai breakout projects. but sadly with a heavy focus on capital preservation at the same time.
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@confugen
confugen
2 hours
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@confugen
confugen
4 hours
@lucacseth @noise_xyz shitposting / memes / loss po*n
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@confugen
confugen
5 hours
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@confugen
confugen
6 hours
@BCheque1 @Aizcalibur aiz is THE graphics guy fr
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@confugen
confugen
6 hours
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@confugen
confugen
6 hours
RT @ericonomic: A long thread about my thoughts regarding Berachain’s current situation As many of you know, I’ve been very vocal about Be…
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@confugen
confugen
8 hours
RT @RunnerXBT: BERA has 12% circulating unlock in less than 2 days (which is second part of community/social airdrop) price action that da…
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@confugen
confugen
8 hours
@gromwtf @realDonaldTrump @stoolpresidente no listings yet right? if so then yeah possible
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@confugen
confugen
8 hours
@0xDith gold ones do yes
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@confugen
confugen
9 hours
@0xDeejay ofc
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@confugen
confugen
12 hours
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@confugen
confugen
1 day
@jamestarry_1 so goood sad i finished penguin and have nothing to watch but watching night agent s2 as timepass lol lazy to start severance
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@confugen
confugen
1 day
@0300am_eth who is building this
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@confugen
confugen
1 day
@jonathan_dorea fair then i guess 0xsun comes to mind as replying to his tweet fast
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@confugen
confugen
1 day
@jonathan_dorea cz did good ser
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@confugen
confugen
1 day
@usedjpegdealer @Tyler_Did_It Wish i sent moar lol
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@confugen
confugen
1 day
desperation - likely lower on ais unfortunately
Tweet media one
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@confugen
confugen
1 day
good luck - personally only know people wanted to demp their mints asap but i know of no secondary buyers from groups i speak to as its not bringing anything new hope im proved wrong as it would be nice to see something else succeed but to me its another possibly extractive mint (hearing public dutch auction) that will follow the rest kpr / pxn / the one that did a botched coin launch yesterday i forgot the name of already also founder not doxxed which doesn’t fly for me in 2025
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