Not Financial Advice | %
Joined November 2024
- Tweets2.9K
- Following577
- Followers5.2K
- Likes2.1K
0x22cc04d8d201eeaecbace9ce91c5ef117f167777
Said it before, I’ll say it again, I think this is the best BNB narrative with 0 competition.
staticc retweeted
People keep attributing declining memecoin ceilings to increased market efficiency.
But I think we’re confusing efficiency with exploitability.
We used to trade memetics. WIF, PEPE, MOG, POPCAT, GOAT, FARTCOIN, GIGA.
These were driven by culture, humor, and unpredictable organic adoption. Their future demand wasn’t easily modeled or systematically exploited.
Now we’re mostly trading predictable reactions to tweets and events.
Devs and sophisticated traders operating hundreds of wallets anticipate future demand, price it in and dump on you immediately. I agree that this is efficient extraction but that’s about the only thing it’s efficiently accomplishing lmfao…
Efficient Market Hypothesis states, a more efficient market should actually be harder to consistently exploit for abnormal risk-adjusted returns, not easier.
We’ve mistaken a shift toward more systematically exploitable speculation for evidence that the market itself has become more efficient.
And there’s a paradox in optimizing for extraction: the more efficiently you extract liquidity from participants, the more you undermine their incentive to keep providing it.
🫳🎤
The other day someone asked me what “priced in” means.
This candle on $vrax is a live display of something being “priced in” in real time.
Vlad did another one of his X ama posts, people replied asking questions about $vrax. Although he has yet to reply, people will buy in anticipation of him replying.
So when you break it down, the market is actively “pricing in” something that could happen in the future(a vlad reply).
This is a very simple example of something being priced in but pretty much all available and relevant information/data pertaining to markets is actively being priced in at all moments always.
Ngl I’m thinking these aren’t the conditions to do $120-$120k lol
Will revisit this in 1-3 months, for now will focus on trading with my capital
don’t know how to explain it but I’m quite literally in the next 40m BNB runner before it goes
idk I feel like this’ll be a genny tweet
Update on my challenge
Ran this from $120 -> 18k, then back down to 4k LOL
Honestly I had in mind that I wanted to get majority of the PNL in one trade but perhaps it’s time to reevaluate
remember those days very well haha, important to remember where you started!
Staticc reveals he blew all three of his dad’s Solana within a couple days
“So I told my dad, hey, I think you should buy some Solana. So he bought three Solana, I remember for sure”
“So I have the three Solana and I blow in a couple days… it’s all gone. He keeps asking me about it. I’m like, hey, I’ll let you know by Christmas… I lost every cent of that”
“I had like 0.2 or something and I was just trying to trade up with that for weeks… I was just trying to earn the money back to give to my dad”
staticc retweeted
Staticc explains why he’s still fully confident in solana:J8PSdNP3QewKq2Z1JJJFDMaqF7KcaiJhR7gbr5KZpump at $6M after holding since $300K mcap
“I held this coin since $300K, I’ve been in since $300K”
“I held it all the way up from all time high, all the way back down to here. And I’m still fully confident”
“Sometimes your vision can’t be seen immediately. Or who knows, maybe it goes to zero, but I’m fine with gambling that”
“I’m fully okay with it because I know I’m confident in it. And to me, the upside is much bigger… the ceiling is high enough to justify this gamble right now”
In China they started calling deepseek (the leading ai) “blue fat fish” and made it into an anime girl as a meme with characteristics of being lazy
The US just banned Deepseek today.
teapawt.org/maxforai/status/211220…
Incredibly incredibly confident on this.
0x22cc04d8d201eeaecbace9ce91c5ef117f167777
🚨美国国土安全部公开了一份针对DeepSeek的禁令，禁止任何美国联邦民用政府机构采购@deepseek_ai 的模型（也包括基于DeepSeek开发的第三方产品）
刚看了《联邦公报》的文件。这份公告在当地时间10月19日预公开，计划10月20日正式刊登，所附命令标注的原始发布日期是7月24日。
要求里表示在采购端，要把DeepSeek及关联实体的相关产品和服务，从机构批准清单、采购平台等渠道移除；
而在使用端，要清理机构IT系统里已经使用的相关产品。
使用DeepSeek实现的第三方产品和服务，同样被纳入了范围。
这份命令适用于美国联邦民用行政机构，其中国家安全系统、隔离涉密信息系统另有管理边界，国防和情报体系也属于其他权限范围。
DHS给出的理由包括服务器位于中国、政府人员使用服务可能导致敏感数据外流，并援引安全研究，称DeepSeek的iOS应用存在严重漏洞。
命令也设置了豁免申请程序，申请期限按命令签发日期起算60天。
我更在意的是第三方产品这一条。
按文件写明的范围，给这些机构提供AI助手、Agent或业务系统的团队，即使交付的是自己品牌的产品，也会受到其采用DeepSeek所带来的采购限制。
文件里也没有给本地部署、第三方托管单列自动豁免。
这就把影响传到了做应用的团队身上。
模型由谁开发、产品由谁交付、服务部署在哪里，原本是几个可以分别选择的事情，现在底层模型的供应商，会直接影响整个产品能否进入这部分政府市场。
对准备做美国政府项目的AI团队来说，选模型又多了一个很现实的条件：能力、速度、价格都合适之后，还得看客户有没有资格采购和使用。
In China they started calling deepseek (the leading ai) “blue fat fish” and made it into an anime girl as a meme with characteristics of being lazy
When comparing it to previous AI runners this comes off as an S tier narrative
0x22cc04d8d201eeaecbace9ce91c5ef117f167777
