Crypto Koryo

bitget and magic eden exploits both happening in 24h is brutal. if very well funded protocols and web3 companies are not safe, makes you wonder if that extra yield on a new defi protocol is really worth the risk.

few years ago Near was known to be an unused L1. then they moved to ai. but they didn't stop there. they have been pushing relentlessly in the last 2 years. confidential intents/perps, supports perps on hyperliquid, and tokenized equities, and more. not surprising their token is doing better than all other ai alts, including tao.

all you need is $hype (l1+perps) $zec (privacy) $near (ai) $pump (degen) $aero (dex) $pendle (yield) diversified yet high concentration. anything else is beta. https://t.co/e9fv9qKm5v

those who internalize this chart and position themselves accordingly will be much more likely to be successfull in the next years. https://t.co/cT5aXdjyfZ

If you can't stand the heat, stay out of the kitchen. eventually as ppl get liquidated for the nth time, the easiest thing would be to delete the easy trigger. which right now is deleting Fomo from your phone.

perfect example of why it's critical to have frontier open source llm models. imagine paying $$ for tokens AND have your work stolen by the llm provider company. which can always throw 1000x more compute and has lawyers to ensure you can't do anything about it. entire verticals being destroyed as these companies seeing all the alpha and making a killing products out of it. this is ftx+alameda situation on ai industry.

looking at ct trending words, seems memecoin szn continues. https://t.co/xLg8WrR8zF

mentions of 'equities' on ct have been in up only trend since q4 2024. tokenized equities. this is the new crypto. the ultimate pmf. https://t.co/oEORsDerJ4

best businesses in crypto are quiet b2b services. for a while, it was audit companies like certik. now in the age of ai things have changed. integrations and who are your clients matter the most. with the exponential growth of tokenized stocks while players like xstocks (kraken), ondo, coinbase b20, binance bstocks are competing, they are all using @AlpacaHQ as custodian. it's the best biz because nobody is expecting a token, or an incentive program from alpaca. you've even probably never heard of them. yet the biggest crypto companies rely on their services.

as much as i would like to see this rally continue, it's hard to ignore all the exploits, halted/rollebacked chains, governance takeovers, oracle manipulations etc. these are all fundamental to the crypto tech. and by that i conclude that we are not yet ready for a bull market. i see this rally mainly as macro traders rotating their portfolios for more risk-on exposure, resulting in increased etf inflows, and a much needed relief bounce.