Long post, get a beverage!
$tao $tig $tht $reppo $fld $fate $myst $codec $serv $nock $arcn $boson $aped $trove
So I've said a number of times recently that retail will not save us. Firstly because we ARE retail, and secondly because no new money is entering crypto for a while yet.
We need to be in projects that either:
Are going to seriously change AI or robotics, OR:
Are going to bring in money from outside crypto such that the people paying don't even know.
(and yes, there's tokenisation of all kinds of assets coming. But I'm not at all confident of when or how.)
So my current PF is organised with the above in mind. I'm gonna explain why I'm holding what I'm holding. In short, poor old Ian exposes his ignorance. ($5 to the first person to recognise that quote! :-))
In no particular order, I have:
$tao I don't know enough to know if it will take over AI. I'm aware that subnets need to start making proper money from customers. But hey, the narrative is strong and my cost basis is about $9 so I'm willing to wait and see.
$tht @Thought_THT Doxxed university professors with an AGI engine that works on a laptop. Believe me or not. Up to you. Price is currently low because the team are working instead of communicating.
$fld and
$fate.
@LabNinety1 Not only partnered with
$tht, above, to produce two new protocols, but also working with real life companies to disrupt ticketing and real estate. And much more.
$myst @MyStandardDotIO Working to change the job market and helping workers to own their own data. Real world partnerships, serious team.
$reppo @reppo Slightly above my pay grade to explain, but shipping constantly, Kraken listing, 20m invested, great tokenomics, dyor.
$tig @tigfoundation Improving algorithms. Trillion dollar market. Maths genius, licensing expert, poised for world domination.
$serv @openservai Making AI 80% cheaper when that's desperately needed. On the brink of serious adoption.
$nock @nockchain Haven't researched properly, but getting pushed heavily, could be something, watch this space.
$codec @codecopenflow Browser-based simulations for training robots much more easily. Hackathon winners.
$arcn @ArcanaSDK An exception to my general rules, but very useful. Scaffolding for building everything useful in web3. Formerly Emp, Simmi and Talos, now united in one token.
3 minor positions, partly for fun:
$boson @BosonProtocol Could be the missing link that allows agentic commerce to go mainstream. We'll see.
$aped,
@OfficialAped The one on Sol. My esteemed colleague
@basjee01 says he's gonna push it to 10m or die trying. You have been warned.
$trove.
@BaseTrove Up only mechanism via untouchable vault and solar mining. 15k MC, over half of any investment at this level is already guaranteed safe.
So there you have it. If you own any of these, check out the others, why don't you. All errors and omissions my fault. Interactions much appreciated. Not financial advice.
(And no,
@ScreenTimeSucks , I haven't forgotten you, just waiting till you can get back to full functioning.)