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Tomb

@tombxbt

Nov 30, 2024

「 AGENTIC OUTLOOK 」- v.0
>🕵️
>AI INFRASTRUCTURE
>LAUNCHPADS
>SWARMS
>NEWS
>NEW AGENTS + FIRST MOVERS
>PEOPLE/PROJECTS TO FOLLOW

will try to keep this new segment clean and precise ill keep this rolling all the way through the bull.

( 1 )--------------------------------------------✧
[ @VIRTUALS ] $VIRTUAL
>>Current King of the Hill protocol on @base

>most polished and ready made protocol and attracting a lot of very high quality devs/teams ( this is the key )

> $VIRTUAL tokenomics are very very good, will cover this in depth later

>they have fundamental frameworks crucial to the growth of their ecosystem in [ $GAME ] + [ $CONVO ] as well as their OG agent [ $LUNA ]

>some other things cooking at @agentstarter, worth keeping tabs on this page, nothing really too exciting atm imo

>favourite projects building over there:
> $AIXBT
> $VADER
> $SEKOIA
> $SAINT
> $MISATO

>i think the quality agentic builders/teams will continue to move to virtuals, virtual price will go to 10b, massive cook - it just stole the show at the right time but also has the infra to back it up - everything else is a beta for now and it will be best to allocate more time and energy into this ecosystem if possible

>massive bullish case is mostly nothing has any exchange listings either

( 2 )--------------------------------------------✧
[ @Spectral_Labs ] $SPEC
>Kind of the beta atm on @base but i think this will be debatable in coming weeks, again it depends on whos deploying what where

>similar economy where agents are paired with $SPEC

>apparently market cap is a lot lower due to a circulating supply discrepancy ( good play if true )

>UI is very sleek, like the social side to it too, probably need to add a slow mode for the agent brain section cause it moves like crazy

>they developed infra for agents to trade autonomously on hyperliquid which is happening now and pretty bullish

>Ones to watch from what i can see so far:
> $SPECTR
> $SPECY
> $YUKI ( apparently dev deployed more than one token 🚨 )
>if theres others feel free to drop them in comments
( no dog shit please )

( 3 )--------------------------------------------✧
[ @CreatorBid ] on @base
>>this one i think will go very well, teams moving like crazy, $TAO integrations with subnet 6 @Playinfgames + $OLAS integrations

>they were apart of the 5 or so teams that received the 100m @AethirCloud grant ( which had over 300 applicants apparently )

>1000+ agents launched in a short time, UI is also very good

>i really think @Agent_Algo [ $AGENT ] , their first agent, will grind itself up - as he is developed ( backing team here ), i think hes around 6m mc - fair launched agent, not 100% sold on the personality + design aspect but eh fundamentals should be enough to push up into the upper realm of top agents on base.

( 4 )--------------------------------------------✧
[ @arataagi ] - $ARATA
>>degen $ETH play to me, no real volume or interest at all on the agents, not sure if anyone even cares about ETH anymore, all action on $SOL + BASE

>besides this and $EMP theres not really a lot going on with agents on ETH ( correct me if im wrong )

>will keep tracking on side, covering mostly for eth exposure

( 5 )--------------------------------------------✧
[ @MoemateAI ] - $MATES ( i think, unlaunched )
>>didnt really know or hear anything about this one until agents took off - but they look like a serious contender to be one of the top ecosystems

>again comes down to branding, culture, services + being able to attract good teams etc - but lots of high quality on their TL

> $MOE @MoeNebula is their first mover, actually not followed by anyone i follow, which is interesting, already expressed my feelings about the horny hentai agents - albeit any first mover is worth considering

>>moemate were also apart of the 100m @AethirCloud grant program - will be watching MATES closely

>Looks like they already have apps on the appstores too, website UI a bit busy - lots going on there, you would have to take some time to navigate and digest

( 6 )--------------------------------------------✧
[ @TopHat_One ] $HAT
>this one is a sleeper, also apart of the 100m @AethirCloud grant

>grinded its way up to ~60m mc completely unnoticed from what i can see

>to me this could take the helm on $SOL, but im gonna be damn honest - they really need to get someone in to get their branding going, its quite terrible, if it had slicker branding prob be sitting at 150m, just cant see it attracting quality ( just my take, could be completely wrong )

>positive notes, team ships incredibly fast by the looks + also just added functionality for agents to be able to read images ( first to do this ? ), as well as:
>self-improve with interactions
>maintain cross-platform memory
>Engage on TG & Twitter autonomously
>(Optional) launch tokens & receive liquidity aid
( from their page )

> @BitcoinEater69 is their agent but no ticker yet, if it does for whatever reason manifest one ill be watching extremely close

>other agents to watch i guess:
> @SirMemeAlot_Ai + @RoastM4ster9000
>but not currently comparable to other eco's for now

( 7 )--------------------------------------------✧
[ @vvaifudotfun ] - $VVAIFU ( dasha )
>>first mover on $SOL

>team ships hard, peaked at 200m mc, currently 70m

>seen them talk with a16z partners back and fourth a few times on TL, no doubt something cooking there

>only other contender is tophat and its chasing down fast ( especially with aethir eco grant )

>again a question of who can attract quality

>also home to $ELIZA

( 8 )--------------------------------------------✧
[ @myshell_ai ] - ( token unlaunched )
>>this ones interesting, on $BNB ( personally havent been there since 2017/18 )

>i watched the @Delphi_Digital AI podcast with @ethan_myshell and was very intrigued by what they were doing over there - will try to reach out and explore some more but bnb has been so foreign to me

>i checked out their website, it looks more application focused as opposed to agent focused, seems very noob friendly with lots of no-code functionality

>think theres an airdrop for users next year, if this is what you're into - could be worth exploring, i need to dig deeper here
>> x.com/myshell_ai/sta…

( 9 )--------------------------------------------✧
[ @SimulacrumIO ] $EMP
>>always been a huge fan of the @EmpyrealSDK team

>simulacrum turns social media actions into blockchain actions ( which is fucking huge )

>arguably one of the closest things to mainstream adoption if you ask me

>smart move by them to have @BASE as their settlement layer

>marketcap is only 38m, re-pricing should take place soon

> $SIMMI is their first mover agent, which i love - if emp continues to gain traction ( i think it will based off fundamentals ) expect simmi to run with it

( 10 )--------------------------------------------✧
[ @joinFXN ] $FXN
>covered this one a fair bit already but i think what they are doing in regards to agent swarms is going have its day in the sun

>led by @burbabull whos ex @Nimble_Network, i like that FXN is the only token and will be used as the primary token for @OzProtocol which i think will also be big

>@hmalviya9 wrote a great thread on swarms here
x.com/hmalviya9/stat…

( 11 )--------------------------------------------✧
[ @questflow ]
>>this ones more focused around workflow, productivity

>has a ton of integrations to applications through MAO
( multi agent orchestration )

>not sure if this has a token or planned for one but one to watch to help comprehend the other possibilities and use cases for personal agents - i think it was featured in coinbase ventures through some incubation program

( 12 )--------------------------------------------✧
[ @0xCapx ] ( not sure if $CAPX token is launched ? )

>>apart of the aethir grant as well
>built on arbitrum
>seen that they built @blurboAI a reading agent, but theres not a lot going on there
>they have a thesis on the website but not really much happening on there
>not a lot going on anywhere from what i can see really, but will keep it on watch ( happy to be proven wrong )

( 13 )--------------------------------------------✧
[ @Fomodotfund ]
>launched just recently on soylana
>top agent on their is $INTERN at 3m mc but you need it to create your own agent as well as .1 soylana
>will just keep watching this but the more i look at these launchpads the more i realise how good virtuals is

( 14 )--------------------------------------------✧
[ @UomiNetwork ] ( TGE pending..)
>>super pumped for this one, everything looks so clean, i think uomi will play a role for sure

saw this on their website which caught my eye

>Our platform empowers AI agents to own, trade, and manage digital assets on any blockchain, including all EVM chains, Substrate chains, Solana, and Bitcoin. This sets the stage for groundbreaking cross-chain economic models and opens up a world of limitless opportunities.

>i think you can currently participate on their testnet for airdrop in the future $UOMI ?

>also their agent @HyperstitionAI has some very interesting people following it

( 15 )--------------------------------------------✧
[ @modenetwork ] $MODE
>didnt even realise mode has just ripped from 14m mc to nearly 100m
>mode is agents x defi, which i think will be a huge narrative
>DEFI + AGENTS are a match made in heaven and they are live now on mode
>fdv is 371m, as agents and their capabilities begin to be more understood by the wider audience and it shifts away from entertainment to utility - i think this will be something worth watching

--------------------------------------------✧
There is tons more to unpack, im sure, just what i been looking at over the weekend, if i missed anything or you're a founder/project etc feel free to reach out - im interested in everything regarding the subject atm

--------------------------------------------✧

@cookiedotfun / cookie.fun
>still the king alpha analytics for agentic landscape
>can conduct heaps of good research from there
> $cookie is on BNB and still only 8m mc
>not sure if they will tokengate or add premium features ( i think they will be worth having if this meta runs for 12 months+ )

--------------------------------------------✧

>important to keep watching for agent infrastructure
>place is moving fucking fast
>things to watch regarding scalability:
>compute power
>storage
>data pipelines
>networkin, security, energy
>tuning + orchestration
>governance

New meta = new problems
New problems being solved = more money to be made

--------------------------------------------✧

I was going to include people + projects to follow but this is already too long so ill add that to v1 tomorrow

Shits heating up -- long way to go in agent arc

stay 🔒🕵️

https://x.com/modenetwork/status/1864302255979020765

ok im bull posting $MODE to 20c then reassess

https://x.com/modenetwork/status/1864302255979020765

$AIXBT

Read 8 tweets

Tomb

@tombxbt

May 16, 2024

[ TROJAN BULL REVISITED ]
>alright, 4 or so months later its time to revisit this fucker, before we do though i want to add some perspective, context and explanation behind the trojan bull

>in this thread i will:
♦explain how long it can take for a good project to realise solid profits + developments
♦review each of the projects
♦reveal one of the now launched projects
♦add further context and thoughts on planning for the next 4 months

☁️

[ perspective ]
>this is a funny one, in my mind i feel like i shouldnt have to explain it - but when you have conversations with people you realise pretty quick how lacking a lot of investors are when it comes to perspective, patience

>in my experiences i have often noticed that people develop their impatience + lack of awareness from three major qualities

1. they are relying on their investments for some sort of short term financial gain
( ie. investing short term to pay off a looming debt or desperate to generate wealth for a house deposit on an unrealistic deadline )

2. Gambled* more than they can afford to lose.

3. Failed to understand what it is they are investing in

>ive always said it, to be here must be a long term decision, if this is the path you choose, you must accept cryptocurrency, investing, networking, research and technology etc . as a whole - there are no short-cuts to freedom, nor should you desire them

>you dont need to master every aspect - in-fact its better to be a master of your niche

>but you must accept it as a whole and for a life time or until your goal is achieved

any cunt who's here for a haircut can kiss their money good bye - ive never seen a single person half ass their way to great profit - not once.

So perspective, lets talk timelines.
>lets look at this [ $KAS ] chart on the daily.
>ive personally held KAS for well over 650 days since july 2022
>i really want you to think about that.
>for the sake of this example, its 511 days from mexc listing to ATH - 511 fucking days.
>see all those pink circles, they would of been times where people were questioning their investment
>these are the times they would of been wondering if they put too much on the table
>these pink circles are where the fear and doubt creeps in

every single investor will feel these emotions at some point

>the green box, this is the hardest period, you are extremely early, theres no noise, no support, and you have to risk a lot to make a lot

>the green box is where i see a lot of the trojan bull atm
>new projects that have only just launched or are within the 500-600 day period, developing their fundamentals, building market structure and community - it takes time.
[ $ALPH ] - heres another example
>i held alph 500+ days, through the green box
>im not going to lie, there was SO many times where i was questioning my decision

why ?

>because its early, its mostly an idea, it had nothing to show for, for a very long time - it was all speculation for me

in the present moment - i couldnt have any more conviction in ALPH, the team, the direction and its purpose

the question is can you survive those periods of being early, doubt and patience ?

and even more importantly...

>do you know when to admit you were wrong and cut your losses ?

>anything can happen at any moment, teams can fail, money can run out, competitors can suck up liquidity and attention

you have to realise this

theres so many factors that are relying on perfect synergy for this to work

you really have to take your hat off to the projects that make it work .

>research.
-network with community, network with your inner circle, this is how you build conviction in your investments

>work for your bags.
-instead of sitting there asking, what happened, why this, why that etc
-focus your attention on writing threads, sharing the information you have learned, spread awareness and education
-be proactive + help where you can - it goes a very long way.

back to knowing when to cut your losses.

>very important.
>never shy away from self crucifixion

i make SO many mistakes and you will til

mostly everyone here tries too hard to be perfect - its just not possible

recently i made a massive mistake going outside of my rules and invested in some meme's, completely outside my game plan ( i reached out to fomo - not the other way around ) even though i knew it was a massive risk it failed dismally and i learned my lesson quite swiftly - and i apologise for being out of character on that one.

>the trojan bull was designed to have a stake across multiple narratives

>i have seen guys who were too heavy in AI feel max pain when the narrative shifted
>ive seen guys who were too heavy in fair launched proof of work from the pre-bull feel max pain when the narrative shifted away

>the trojan bull was always designed to avoid falling into this situation

>it covers
-DEFI/CEFI
-PRIVACY
-BTC INFRA
-AI
-NFT/METAVERSE
-INFRASTRUCTURE
-DEPIN
-RWA's

>it was always designed to be a well balanced portfolio

>the biggest issue - i have experienced with the trojan bull is the tug of war between ALPHA + BETA plays

>for example, for a very long time $SPACE might of been the ALPHA play for BTC infra. now that sector has matured theres a lot of great BETA plays that may have proven themselves potentially as the narrative leader.

lots of factors come into play with this.

but mostly its whoever can absorb all the attention.

In the end of the day, only you can press the buy + sell button, no one else

>so its in your best interest to increase your knowledge and emotions to a level where odds are falling in your favour.

[ review ]
>its important to note, i am only down on two positions from the trojan bull, ZEPH + SPACE, this is largely due to me adding more at higher levels then weathering the retraces.

KUJI + AGRS have also come very close to my DCA levels*

[ $KAS ] @KaspaCurrency
>still the number one project available on the market to me, decentralised, fast, secure peer 2 peer electronic cash is by far one of the most important technologies we can root for as a collective

[ $TAO ] @opentensor
>another project that needs no explanation, i still been holding through all the dips, if i had more dry i would of added more at the ~330 range, we can safely say - eventually this goes one direction and one direction only - upwards.

[ $AGRS ] @TauLogicAI
>price action on AGRS was heavily affected by deadlines being missed coupled with severely impaired liquidity ( currently AGRS 2.1m / ETH 266k ) absolutely woeful, upon review this is an interesting one - i could be wrong but it seems decisions in regards to tokenomics, funding etc have come back to bite them on the ass - in saying that, one of the most ambitious projects without a doubt and the sole reason im still interested in it - you either load the ~$2 and back the team to deliver or you park it for another AI project ( DEAI, AIUS etc )

[ $ATOR ] @atorprotocol
>held up remarkably well during the chop, still one of my favourite projects and one that i hope succeeds out of personal interests. - all my experiences with the ATOR team have always been extremely positive, i have a lot of trust in them and will continue to do so

[ $KUJI ] @TeamKujira
>kuji has certainly tested the f out of me, it was recently getting dangerously close to my entry many many months ago, i always thought kuji to double and eventually even triple digits - im not sure if its become a BETA play, again i dont know if their approach is the best - time can only tell
>i do know however that they are building extremely well alongside being a very talented team, theres no denying that
>again, you either see generational entry or time to cut losses and move into depin/ai/rwa plays

[ $ALPH ] @alephium
>i still believe ALPH is the best R:R play right now in this entire list , eco system is growing, teams delivering massive milestones mc @ ~150m is honestly a gift from heaven - deserves 2-4b - one of my biggest bags

[ $wQUIL ] @Quilibrium_xyz
>hidden gem, revealed - wasnt too hard for those with half a brain to work out all the clues everyone was dropping the past 6 months, lots of bickering which is good for me - means its solid, im not interested in joining the fuckery - you either see it or you dont, i dont have time to waste energy on any other aspect, i will DCA every single dip - dont expect it to not be a bumpy road. - all ambitious / revolutionary projects experience great levels of fud

[ $FI ] @FideumFinance
>this is still my goblin npc exposure to the market - has a few fundamentals to knock out of the road map but everything has been tracking fairly well - long term hold for me ( refer patience speech above ) - if anything is to change i will immediately reconsider my weight allocated to FI - for now comfy hold.

[ $DUSK ] @DuskFoundation
>still my favourite dark horse, heavily researched and i am convinced DUSK will play a massive role in RWA's.
>it has everything i want to see in a project, one of the few projects i still add to when i can - a very sensible investment to me and a team i have very high trust/faith in.

[ $ANDR ] @AndromedaProt
>andr is a project in its early stages, remember the green box example... thats where ANDR is right now - its in that period where investors arent sure if they made the right decision or not - impatience growing
>andr is one of those ones if you can survive the green box you will be rewarded greatly imo
>biggest issue andromeda faces is adoption + use case.
>only time can tell.

[ $ZEPH ] @zephyr_org
>ZEPH was one of my larger mistakes ive made the past years, added more at zones i thought it would hold ( $22, then again at $15 ) and now i think its finally bottomed in this area
>i dont think i ever would of had the patience to wait for this zone - but here it is
>i wont be adding anymore as the communication side of the project is horrendous - could have a lot to do with PA
>positives are that the team continues to build - my position is largely due to personal BIAS as i would love to use and see something like this succeed

[ $ROOT ] @TheRootNetwork
>exposure to AI, METAVERSE, NFT, its hard not to be bullish on root if you been keeping up with their developments - long term hold, there might be better investments for others if they arent interested in the narrative.

[ $SMH ] @teamspacemesh
>doesnt need any explanation, this is one you just DCA and wait - recently revisited interesting levels but now looks ready for next leg up - a very comfy hold for me

[ UNKNOWN GEM ]

[ $PEAQ ] @peaqnetwork
>the time is finally near, i expect PEAQ to be the rising tide that lifts all depin ships, watch its ecosystem closely and beta plays like iotx, obor, minima etc

[ $SPACE ] @mvcglobal
>lots of fud around this one recently, i always had my reserves about space but also eventually made the decision to make it my exposure to the btc infra eco, unfortunately now there may be better options available
>either load these levels or cut losses and move into something with better R/R

[ $QUBIC ] @_Qubic_
>still my pick from last year to go on the biggest parabolic run, everything is lined up for it to happen
>founder, fundamentals, technicals, everything
>DCA every dip for me.
>A+ conviction

[ $AGC ] @devolvedai
>AGC revisited close to my entry levels recently, had some small delays which hurt it during the chop but i expect it to rebound hard with AI - i have a lot of trust in the vision + determination of the team
>i still expect it to be one of the top AI projects of this cycle despite the narrative being extremely competitive

Read 4 tweets

Tomb

@tombxbt

May 15, 2024

[ 100 year cycle ] - Mega Macro Analysis
"if you want to predict the future look left"

>i think its important to revisit this idea
>its playing out eerily similar to the 1920-1930 timeline
>this is why you need to pay attention:

♦preparing for the future financially. ( seriously )
♦building conviction in the markets.
♦deeper understanding of the world.
♦spiritual development

>in my experiences "conspiracy theorists" have always made for the best traders

>they have a deeper understanding and realisation about the world and how its gears turn

>im not talking about the alex jones, david icke surface dwellers

>im talking about people who have great education, deep character, people who have carved a purposeful path out for themselves and are winning at the game of life

>im talking about people who are beating the system but are well versed in esotericism, astrology, kabbalah, occultism, religion, numerology etc.

"know your enemy" they say.

>thankfully, most crypto bro's have an open-mind which has allowed for better conversations and ideas overall

>having this deeper understanding about the world, is what gives these people the edge over the soulless NPC, its what breathes life into the main character, its what allows you to transcend your basic slavish animal instincts, its a spiritual journey of human life and a fun one at that.

[ history + present parallels ]
>i have spoken about this before, the eerily similarities between 1920 and 2020, mostly everything has been followed to a T, there are other deeper factors that i wont get into but lets revisit the key events that have taken and are taking place as we speak.

>key events

[ Pandemics and Recovery ]
Spanish Flu (1918-1920): This pandemic followed the devastation of World War I and significantly affected global populations and economies

( refer stock market 1920-1930 )

COVID-19 (2019-2021): This pandemic caused widespread health crises, economic disruptions, and significant loss of life etc

[ Economic Booms ]
>Roaring Twenties (1920-1929): After the Spanish Flu, the 1920s saw significant economic growth driven by technological advancements, industrialization, and a booming stock market.

>2020s Economic Recovery: Post-COVID, there has been a rapid economic rebound in many sectors, fueled by government stimulus, technological innovation (e.g., digital transformation, renewable energy), and increased consumer spending.

you have to remember. post covid, many got shaken out of markets, real-estate, jobs etc they panic sold due to severe uncertainty, post spanish flu was no different. We all felt it, and yet those who had big fucking balls, those who paid attention, bought real-estate, bought crypto, bought fucking anything - made bank

those in fear and doubt lost big time

I have many such personal experiences myself.

----------------

[ Cultural and Social Changes ]
>1920s Cultural Flourishing: The Jazz Age, increased consumerism, and significant social changes characterized the 1920s.

>2020s Cultural Shifts: The pandemic has accelerated trends like remote work ( digital nomad etc ), digital/social entertainment or content creation, and shifts in social behaviour and norms. ( whether for the better or not is up to you )

----------------

[ Stock Market and Speculation ]
>1920s Stock Market Boom: The decade saw a rapid rise in stock market investments, mostly driven by speculation

>2020s Market Trends: Similar trends are visible today, with significant growth in stock markets, cryptocurrencies, and speculative investments

----------------

[ Government and Economic Policies ]
>1920s Government Policies: Policies favored business growth, minimal regulation, and low taxes.

>Post-COVID Policies: Massive government interventions through stimulus packages, support for businesses, and efforts to boost economic recovery.

----------------

>so you can see the striking comparison between 1920-1930 and 2020-2030

>now we have the AI / tech bubble
>biotech
>quantum computing
>renewable energy
>5g
>autonomous vehicles, agents etc
>VR/AR
>blockchain + decentralised technology

and much more..

>I believe these technological advancements will give us the roaring 20's and complete the 100 year cycle

[ The Great Depression ]
>the great depression began in 1929 and lasted throughout the 1930's before there was any signs of recovery

>factors:

>overconfidence in speculative markets driven to unsustainable levels

>bank failures + bank runs ( this will become more prolific )

>monetary policy failures

>high tariffs + trade barriers

>agricultural issues ( climate etc )

>decline in international lending

>massive worldwide psychological doubt.

>make no mistake, this isnt a simulation as most have been led to believe, but more a scripted world, a time piece, with events playing out as they were designed to

>individuals that control the hive mind always leave the truth hidden in plain sight
>signs and symbolism, very important in regards to breaking down the veil.

>if you should study anything, study signs and symbolism

>apply your understanding of them to your plans

>then watch the world work + turn in your favour.

>i wouldnt be surprised at all if we see similar events play out 2029+

-tech bubble
-bank runs
-digital IDs
-further economic decline ( by design ) etc
-potential wars + rumours of wars*

Read 4 tweets

Tomb

@tombxbt

Apr 7, 2024

[ conviction ] - "knowledge is power"

Conviction is a powerful tool when it comes to investing.

Conviction is what makes you buy early.

Conviction is what helps you make considerable gains over longer periods of time.

Conviction is what allows you to have the confidence to walk away from the computer and focus on other areas of life whilst your investment grows.

Conviction isnt easily developed though, theres proof of this everywhere, but why ?

>why do people find + buy good projects early with small capital ?

>why do people sell good projects after 2x and it goes on to 10 or 50x ?

>why do people invest and then stare at their investments chart 24 hours a day, neglecting health + life ?

the answer is simple.

Lack of Knowledge.
Lack of Strategy
Lack of Understanding
Lack of Experience

I want to discuss.

>how to build + develop conviction
>the feeling of conviction
>signs that may prove you were wrong
>when to let go of a high conviction play
>strategies + personal experiences
>examples of high conviction plays + why

[ building conviction ]
>this is a word that gets thrown around a lot
>i think CX is very desensitised to what it actually means

>conviction in your investments is one of the strongest tools you can develop psychologically and strategically when it comes to investing.

>infact conviction + faith are two of the most important things when it comes to life itself.

>ive said it many times before. A lot of the success i have had in my personal life have come from extremely high levels of conviction, faith + visualisation

>this is why its extremely important to be in control of your mind set + your environment

>all these things tie in together to build high levels of conviction

>then you begin to live in higher levels of personal power + control

internal conviction <> external conviction

>conviction when it comes to investing + business comes from education.

>education + knowledge.

>it doesnt come from anything else.

>do you understand that ?

>conviction only comes from education + knowledge

>this is understanding.

>one extremely important concept to realise is this.

>your conviction + another mans conviction will never be equal

>you MUST develop your OWN conviction

>this is because of our own situations and personal environments
>none are the same
>this is the reason why my conviction and your conviction will always be different
>we all have different levels of risk
>different goals
>different environments

>so how do we build conviction then.

>research, read, learn.

>lets pretend its the bear market.

>you find a project you think you like.

these are the next steps.

1. Research the Team
-to me team is the most important, ive thought about this a lot. whats the most important, is it tokenomics ?, is it the idea, the narrative ? imo its TEAM, the team is responsible for executing the idea, nothing is more important than this. Have you ever seen a project with a shit team become extremely successful ? no.

>team must have good experience, even if its web2
>educational background is very important too
>strong advisors etc.

>if you can back the team, it goes a long way to building trust with investing

2. Study the Narrative, The Idea
-researching the project is one thing, but understanding the narrative and real world demands is another.

-for example, Artificial Intelligence, we can see the direction things are going

-its in your best interest to learn about the solutions, problems, demands of a particular narrative

-read articles outside of crypto, find content creators who share research specifically to that narrative

-the more you start to learn about a narrative the easier it is to see the potential of the investment

-the key idea here is to understand the narrative outside of crypto.

-then see how crypto can be applied to solving real world issues

-in reality anything that solves a problem tend to make for the best investments.

External sources like Substack, Medium etc can be great sources to read and learn alternative concepts + ideas about particular subjects as these creators are generally pushing the boundaries + the quality is a lot higher

>a lot of people still overlook prominent cryptocurrency news sites too like coindesk + cointelegraph, messari etc they actually have some great articles and generally cover the market really well

>some more independent ones to check out revelointel, blocmates etc

>remember its all about developing a broader understand of cryptocurrency + life in general

>the reality for me when i first started researching crypto, is that as an 26 year old i realised pretty quickly i knew absolutely fuck all about economics, finance, logistics + just the world in general

>so how can i have an understanding of my investments ? the problems they solve ?

>the more i started to learn, the more i started to see the purpose and use-case for blockchain

>the more learned the better i became at investing

>the stronger my conviction became in my investments

3. Socials. Socials. Socials.
>arguably one of, if not the most important.

>its sad but true.

>if a project has no social traction, theres a good chance it will never take off

>unfortunately at the current stage of the market 1% socially controls the direction of 99% of the market

>i wish this wasnt the case, but its just the way it is, hence why KOL's have managed to make themselves so important.

>socials is one of the greatest metrics to measure conviction.

>the double edge sword is this.

>unfortunately, being early sometimes means no one is talking about it - so it can be difficult to use this as a indicator

>a good example of this for me was alephium at 6m marketcap, i remember reading about it and thinking, fuck me, this is incredible... start searching for ticker on X nothing around, nothing mentioned by any bigger accounts etc. so this was a situation where i had to buy and hold through a longer duration of time with a bit more uncertainty when it came to the social side

>this is where you have to work for your bags as well

>research, share your research, educate others, help grow this socials for your investments, this is incredibly important

Work For Your Bags.

>you wont have a problem doing it either, thats if it is truly a good project ;)

>lots of positives that can come from this too

Researching + Sharing Research or Creating Content
>forces you to learn more
>forces you to cross-check your research before sharing
>allows you to connect with other community members etc

>if you are a small account and you a thinking

"why the fuck would anyone listen to me"

>trust me its worth it, ive seen small guys create great pieces on good projects and they get shared, good work + effort is always recognised by the bigger accounts + right people

>dont underestimate the networking either.

which brings me to my next point.

4. Joining The Community + Help to Grow it.
>people dont realise it but they actually have the power themselves to pioneer the conviction of a project socially

>ive seen individuals in the past lead exchange listings, help teams fix their socials, help corrrect data on gecko or dexscreener or even help with their websites etc

>dont underestimate the power of taking matters into your own hands + helping a team grow socially

>discord, telegram, X etc

>As much as i talk about building your own conviction, spreading knowledge + education to help others with their conviction is just as important.

>theres lots of great onchain social trackers now like alpahascan, lunarcrush, databot etc that can help track social growth + key mentions etc

>utilise them to your advantage

[ the feeling of conviction ]
>im not going to lie.
>conviction is not easily built.
>one of my most memorable conviction plays of this cycle was without a doubt [ $KAS ]

>everything lined up.

>I was very early
>I aped with size ( even on exchanges that dont exist anymore )
>I was able to hold from 20m mc all the way to 3b+ over a period of over 550 days.

>do you know the sort of shit that can happen in 550 fucking days in crypto ?

>a lot.

>conviction = surviving time rug.

>Referring back to "how to build conviction"

>[ $KAS ] is a great example
>I read about the team A+
-founder has extensive background in cryptography
-team has A+ education in mathematics, influence in the space
-other members have strong background in cryptocurrency etc

>narrative + tech
-tech was innovative
-narrative was strong due to the shanghai upgrade of ethereum

for those of you that dont know, this was a time where ethereum mining was coming to and end

>ethereum mining was ending

>100's of thousands of miners all over the world cant mine ethereum anymore

>so i thought...what the fuck are they going to mine now ?
>this is when i started researching new PoW chains, and initially how i found KAS

>where will the miners go ?

>whats something early and profitable that they could potentially start to mine ?

this is an absolute classic example of why having a general understanding of the market can = massive gains

>holding through fud
( all the best projects get fudded heavily )

>not constantly watching charts
( very difficult, but still be mindful )

>sharing information and research with confidence

>sleeping at night

>focusing on other aspects and goals of life, instead of micro analysing your investment

These are all of the things that describe the feeling of conviction

>all of this can be attained by researching, learning, networking, educating

>[ $KAS ] was one of my true feelings of conviction and one i reflect upon when im researching newer projects

>if you have ever been through something like that, reflect and apply those experiences and emotions to your next investment

Read 5 tweets

Tomb

@tombxbt

Apr 3, 2024

[ updates ] - Public Diary

>Mental Health in the Bull
>Strategies
>Taking Profit
>Narratives

i want to talk about some market conditions + some brutally honest personal experiences

>the reason why i do this public diary segment is because i think it helps a lot with the psychological side of investing + cryptocurrency

>the balance between life, health + wealth

>i like to talk about the shit that no one else discusses

>emotions, not wanting to fail, uncertain of your strategy etc

>i have no problem making these situations public, if one person feels better my job is done.

>long one, dont bother if you dont have autism

[ Bull Run Mental Health ]

>We are at that point of the cycle where confusion can become deeply rooted in your mind

>Both Bulls + Bears are loud

>Theres a Massive Tug of War Psychologically

>depending on:
- where you entered the market
- your experience
- your personal environment
- your financial situation
- Whether you have a family
- Personal Illness/Disease etc

All of this compiled with Intense Investing at This time of the market can heavily affect your mental health, i know it can, it affected me to a certain degree and i was trading extremely well.

Why ?

Well ill give you some insights as to how my personal life, decisions etc was affecting my trading + investing decisions

Ill also discuss how MY personal strategy and outlook on the markets was forged due to my internal and external worlds

>this is purely my insights and should not be overlayed on your own situation - it should only be viewed as educational ( and hopefully inspirational )

>When i was in my late teens my dad always used to teach me about something he would call 'ramification thinking'

ram·i·fi·ca·tion
noun
a consequence of an action or event, especially when complex or unwelcome."any change is bound to have legal ramifications"

>he would never stop me from doing what i wanted to do, but he would always say, just think of the long term consequences of your decisions and how they might affect your life

( and trust me i made a lot of terrible mistakes financially growing up - and every time i reflected i always remembered his lesson - it took many years + many mistakes for it to finally sink in )

>this has always been my approach to investing

>ive always done everything i can to keep any sort of external factors that could affect my investing to an absolute minimum

>investing...
>its a hedge

>a hedge with myself, that i will develop the skills, tools + education to achieve my financial freedom
>a hedge that the outcome financially, spiritually will
be the outcome that i truly desire within
>as well as being disease + inflammation free
>as well as being healthy + happy.

>this is my vision
>this is the vision that i believe i can have through investing

>a hedge to buy myself time and freedom

>for example a big external factor would be children or pets

>dont get me wrong, im in my mid 30's - i would absolutely love to have both of these things

>but with my plans and strategy - now is not the time.

>most people will have children without considering if the time is right - zero ramification thinking

>then later, when times get tough, or when crucial decisions need to be made, they will blame their children, they will blame anything + everyone around them without realising it was their own decisions that got them in that situation in the first place

this isnt a dig at people who became parents

>Ive already said it before, the parents that grind here have my upmost respect. It would be the ultimate balancing act, investing <> family <> work

>this is what brings me to my situation.

>being in a bull market
>deciding to move countries
>deciding to travel
>deciding to purchase a business overseas + fully rebuild it

im not going to lie

>its been fucking chaos

Add crypto on top of all that and you have a massive mental shit storm

and i dont even have children or pets.

>after 7 years, i finally made a decision without doing much ramification thinking at all

>i made decisions that completely distracted myself in the heat of the bull

>i made decisions that may end up costing me 100's of thousands of dollars in the long run

Theres so many things i could talk about in regards to this situation

>my thoughts initially were...

"well i bought the bottom of btc, i worked my ass off during the bear, i bought low - im ready to sell high"

>then i would think to myself

"what if this money im spending on moving, buying commercial property 10x's in 10 months ?"

>i was constantly torn

follow some of my dreams ?
be more patient ?
back myself as a great investor + make it all back ?
is the timing right ?

>thats a big one, timing.

timing is everything

Since last december when this ball started rolling, yeah it has heavily affected my trading

>ive been taking less risk, because im constantly considering the IRL decisions ive made

>every decision ive considered making
>that i would usually make..
>has gone on to be extremely profitable

If you are making the same hedge as me with investing in crypto

Then Ultimately my advice is to not distract yourself in these times

Dont make any decisions that will affect your judgement even if its at the displeasure of others around you

Even if you have to put some dreams and goals on hold.

These opportunities dont come around very often

And whilst i think you should be active i dont think you should be over active.

( being distracted has saved me from some rugs and also dodged some failed hypothetical trades i had schemed )

>a mans success is measured by his sacrifice

its true

>but its also true for your health

>to keep ourselves optimised during the bull mentally
>the body needs to be healthy
>it needs to be rested

There was a point where i was trying to juggle IRL + Crypto Bull and all my health took its toll

- i stopped exercising
- i was forgetting to take my supplements to pick up the slack ( magnesium etc )
- i was sleeping fuck all
- i was grinding but i wasnt being efficient

Ive had other friends reach out to me in the space who went through the same thing

>burnt out
>exhausted
>over trading
>glued to socials, distracted from life

These are the things that helped me get back on track.

>I re-wrote my Goals
-it helped me focus
-kept me reassured that i was on the right path
-limited distraction
-gave me more motivation + confidence

>scheduled my Day down to the minute
-i know this can sound very regimented but i look at it as efficiency
-45mins to exercise
-8 hours sleep
-4 hours crypto
-4 hours IRL business etc
-tried to get in 30m+ of grounding and morning sunlight every day

-crypto can also become a social media vortex very fast as well, scheduling and being organised can limit any down time where you begin doing aimless scrolling that does 0 for your progress

>Exercise + Supplementation / Meditation
-I stopped exercising as much as i did for a moment back there and shit seriously started to fall apart

-it doesnt matter what you do, it can be any sport, any physical activity, even just going for a 45m walk can do absolute wonders

-if you have always been someone who struggles with exercise my advice is to just start walking

-put the headphones in and just start

-ill usually do most of my best thinking here + meditation

I call it the learn + burn

>morning walk
>headphones on
>educational content
>nature, sunlight, execise
>meditation, thinking... etc

cant beat it, 30m a day

-theres no real external influences on your decisions and everything becomes a lot more pure with your thought process

-its often the things that help us the most that we drop first when we get busy... typical

>i began focusing on supplementation that i know works for me, it helped a lot

( i have refined this process a lot over the years and simplified it down to being super cost effective for max returns )

-magnesium ( universal health benefits )
-bone broth / kefir ( gut health )
-electrolytes ( high salt )
+ i have been supplementing TRT for roughly 4-5months now which has been absolutely incredible for me mentally and physically too ( they demonise it for a reason )

Stay on top of the Mental + Physical health

It will also save you from making some horrible decisions when the bull really heats up.

https://x.com/tombheads/status/1759957685322305997?s=20

[ strategies ]
>tough conversation this one
>spoke to a lot of good friends in the space
>tough to watch meme coins and new launch tax farm shitters surpass high quality projects in MC

>you get excited for the bull run
>think you have the right bags packed
>then some c*nt rolls in going full retardio making bank on shitcoins and memes whilst your high conviction, strong fundamental bags are snoozing...

i get it, i really do

>this is why generally in the past i have always said i keep 5-10% of my portfolio for dry, new launches, new plays, narrative rotations etc

>it helps me battle these particular waves psychologically
>it helps deal with the fomo

theres pros and cons to this.
>memes + shitcoining is a completely different ball game

Cons:
>time consuming to learn
>you can lose focus of good projects
>when nuke comes you get giga rekt
>stressful
>if you get rugged it can affect your overall trading + perception of crypto
>kills dopamine

Pros:
>can make a lot of money quickly
>people refer to you as memelordgemfinder online

>this is why i always leave 5-10% ( mostly 5, you dont need much )

>in these times i've honestly been quite resentful towards the market
>i hate these times
>seeing good projects with hard working teams get shat on
>while the entire space entertains rugs and memes

this is why the bear is so much better

everything was fundamentally related, i honestly miss it so much

>me personally, i have stuck mostly to the bull

In saying that the reason is because i bought most if not all of them at the bottom

almost impossible for me to lose from here

>this is why im relaxed
>theres no pressure for me to reach certain targets
>this is a key reason why you can never ever overlay someone else's strategy over yours
>too many variables

>my profit targets might be different to yours
>you might have IRL overheads, pressures that require certain levels of profit
>you might have family
>your annual income might be lower
>you might have more monthly overheads

fuck, the list goes on

you always have to consider your personal situation before taking on someone else's strategy

>so for me to sit here and say

>trojan bull
>strong fundamentals
>just buy, hold, wait

wait
wait
wait

this might work for me, but maybe not you.

However, there have been some fantastic launches recently like

@zero1_labs with [ $DEAI ]
>which i think will continue to keep grinding up

( despite pulling insane x's over past weeks i dont consider gpu + destra etc to be in a league anywhere close to DEAI )

>these are the sort of newer projects we need to identify and add to our portfolios for good short to mid term PA

>these are the sort of projects im talking about having a good 5-10% aside for

>i still think alts, especially good ones will rip very hard this year

>just figure out ways to deal with these periods where the markets favour the left curvers

>tbh i havent even been checking, i been focusing on some IRL stuff

>i know my targets

ie. KAS = $1 in my mind

so is there any point on me checking coingecko every 5 minutes to see it chopping up and down 5-10%

fuck no

so this is my strategy atm

1. Focus on the Strong Fundamentals
2. Dont over-trade ( will outperform most by just buying low and selling high )
3. Continue to Research the market + developments
4. Focus on IRL
-health
-business
-family, friends
5. Keep 5% aside for new launches

You should think about yours too.

Even if it changes tomorrow - just make sure you have one.

https://x.com/tombheads/status/1759957685322305997?s=20

Read 6 tweets

Tomb

@tombxbt

Mar 5, 2024

>i dont know who needs to read this but...

[ THE BULL RUN ]

>a thread

>🪦

>fomo
>confusion
>doubt
>lack of concentration
>inefficiency
>irrational decisions
>anxiety

these are some of the things you are probably going through right now

>you are in telegrams, you are seeing guys saying they hit 20x....50x

>you go on X everyones supposedly in huge profit...

>you start wondering if you made the right decisions about your bags

>you spend half the day just looking at everyones gains and you have made ZERO progress on yourself

>you are too distracted

>you said you would have a bull run strategy

>but now you are in it, its all fallen apart

stop.

-- This is what you need to do --
( will break down each section )

1. Get Organised.
- Streamline your information and time
- Write your Goals down to stay focused
- Fix your Foundations

2. Spend a Day optimising your Socials.
- Streamline your Alpha on X + Telegram to block out the noise, it only makes your bull run worse
- You want constant Alpha, not muppets filling your head with shit
> the more we pump the more flooded your timeline will be of clueless muppets, distracting you, confusing you

3. Spend a Day on Foundations.
- Sign up to every exchange to mankind
- Sign up to every fiat OFFRAMP you can think of
- Clean up all your wallets
- Get everything organised so you can think straight

[ organisation ]

>the bull is fucked, its hard to concentrate, you can become emotional, confused, doubtful

>this is why we make plans and strategies and this all falls under organisation

You would of noticed...

>you know that saying

"everyone has a plan until they get punched in the mouth"

>thats the bull run
"i wont let last bull run happen again..."
>even the most seasoned vets can get emotional and confused

>organisation is the key

>take some time to reflect
>reach out to some mentors, or friends you respect in the space, have a serious discussion

>if you have very little time you dont want to waste it in the bull

I cant stress this enough

>coming online and checking socials about how many X's someone made is a complete waste of time

>currently - if im going to do some research i will allocate 1 solid hour, cause believe me there are some gems flying under the radar now that the focus has shifted to memes and other nonsense etc

>and when i decide this i will close all tabs, close telegram, close everything
>and focus on research

>Or if im going to do some networking or advisory work i will shut everything down and get focused, its difficult but its way more beneficial

>Everyone would be going through this now

They are spending more time treating the space as instagram instead of work

Nows the time to work, not socialise and get distracted

📙 1. choose your goals you want to achieve for the time you have allocated, 1 hour, 4 hour, 1 day etc..

📙 2. close any distractions, all tabs, charts anything that serves your goal no purpose

📙 3. take time to reflect on your plans, goals, strategies this is incredibly important

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