Joined May 2022
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- Following455
- Followers9.5K
- Likes16.4K
Bernie. retweeted
these are the onchain projects ive found so far that fit my thesis around scarcity migrating upward through the ai stack
$Harness
$REPPO / $EVAL
solana:4t1xhKJd6oFGr98oWJoxYjLU74eFe7xiYSRDoX18pump
solana:4WtWLfKMMexVN5RkDAh88bs5rUx89GXuoDGnb7QVStar
if anyone knows of any others that fit this thesis, would be interested to take a look
agree with frank here - been talking about scarcity migrating upward through the ai stack for a while now
as models become increasingly interchangeable, the differentiation moves elsewhere
persistent context, coordination, evaluation, verification and economically accountable judgement
the question becomes less about who produces intelligence and more about who makes it useful, reliable and trustworthy
thats where i think some of the biggest opportunities are emerging
Bernie. retweeted
The Weekly 55 EMA is one to watch on Bitcoin.
Strong support indicator at every major leg last cycle.
Hold 76–79k = Continuation to 96k imo.
LONG TERM "BTC" Accumulation Areas - SET 🎯
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HTF bearish bias remains intact, as outlined over a month ago. Price continues to respect bearish market structure, favouring patience.
Key HTF confluence zones to watch -
🎯 74k - March '24 Highs + April '25 Lows
🎯 66k - Nov '21 Highs + Oct '24 Breakout
66K-78K area = Prime Long Term Accumulation region. Scaling in HEAVY here for the next cycle.
What are YOUR accumulation targets right now?
Bernie. retweeted
Knowledge on Macro = Power for Onchain risk.
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October still looking corrective to me.
🐂 Personal Bias: ~76k weekly 55 EMA fakeout first.
🐻 Invalidation: Weekly close below 74k.
Until then, I’m keeping ~40% stabled for onchain conviction discounts.
Bernie. retweeted
Here are a few things to keep you plugged into the market until we get a clear direction for aggressive trading.
• Follow @MCGlive and tune in to their streams.
• Follow and subscribe to @ika_xbt for alpha.
• Don't miss @ChillTRD and @BernieOnChain market analysis.
Stay informed. Be patient. Trade less until the market gives us a clear edge.
Bernie. retweeted
Fair feedback. Summit was a lot of ground to cover, but Robinhood Chain is a big priority for us and we're not going anywhere. The builders who showed up early matter to us. More to share soon.
Bernie. retweeted
shout out to my good friend @saltorious1 - been watching what hes building with harness and think the wider macro is making the direction increasingly obvious
harness started ~4 months ago around the persistent ai thesis the major labs only really piled into in aug/sept - grok bot, meta muse, microsoft autopilot, openai dots
those launches validate what sal saw early but also create the next problem - every lab is building its own specialised always on agent, which means the agent stack gets more capable but also more fragmented
harness doesnt need to build the best agent - sal seems to be building the neutral layer above them where agents inherit your context, coordinate + work together in one ux
the economics are interesting too - product revenue feeds a treasury accumulating productive inference, holders get access to that capacity + unused inference can be resold back into the loop
more agents - more fragmentation - more need for coordination - more inference demand
feels increasingly well positioned for where the broader ai stack is headings
again - good luck @saltorious1
Every major lab, excluding anthropic has now released their version of 24/7 always on, always running agent, each targeted at a different cohort of users.
The cost of switching is trivial - as simple as loading your context into your system of choice and letting the agent run.
Likewise with coding agents. The landscape moves quickly and locking into a particular model ecosystem means missing out on new releases.
We think anyone who has agents as a core part of their workflow is using multiple, each owning a specific part of the work.
We are leaning into that with the new harness relay, your personal agent swarm.
The relay is a lightweight daemon that runs on your machine providing a communication channel for all your agents to work together. Kick off tasks, bidirectionally share context, between any combination of the agents you run
As long as the relay is running on your main device you can do things like kick of a Claude code session from your grok bot, pass context between your muse and your pi agent. Have your dot delegate specific tasks to specific agent, have all your agents work collaboratively on a goal, or any permutation of your agents working together.
Supported named agents at launch will be Claude Code, Opencode, Pi, Codex, Grok, Muse, Dot, Bankr, and Quotient, with support for other agents rolling out over time.
We’re excited for this release during the coming week, along with a few other things!
Bernie. retweeted
More AIs trading means more AIs watching wallets. Raxol agents spend under a human-signed mandate and settle privately through @xochi_fi.
Excited to see this in action, @virtuals_io!
Bernie. retweeted
$DOT (@usedotai) is now available as an inference provider on harness!
Supply your own API keys to route to $DOT models, or if you are using harness managed inference, search "dot" in the provider dropdown to select $DOT hosted models.
The full list, including abliterated models are available.
Managed inference pays for compute in $DOT, so the 10% additional credit usage will be passed on to anyone who uses harness managed inference.
We are also going to be allocating treasury funds to holding larger $DOT balances in preparation for $DOT staking.
Stay tuned for more updates!
Bernie. retweeted
If you had just been holding robinhood:0xf44702b17d9abd53815f703e772f35e9c71a53af while the entire Robinhood chain was nuking, you could have been just fine and not stressed out.
The tech is so high that it is also unvampable.
Who can really vamp a top-tier privacy project backed by the ETH Foundation and audited by Nethermind?
Literally no one.
robinhood:0xf44702b17d9abd53815f703e772f35e9c71a53af is the top-tier utility project that you should hold and chill, imho.
NFA
Bernie. retweeted
Low volume Sunday rituals save you money.
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> The macro.
BTC is up an impressive 50% in 3 months. Hold strength above 80k and we're looking very promising for continuation.
> Your portfolio.
How comfortable are you w/ your current holdings if BTC corrects? Are you over trading with too many holdings?
> Your risk exposure.
Everyone's budget and risk tolerance differ. Personally, I allocate top-down, weighting each tier by risk (excluding stables):
1/ Cornerstone Assets - $BTC $ETH
2/ Bluechip / Revenue Infra - $VIRTUAL $MET $IXS
3/ Onchain Conviction - robinhood:0xf44702b17d9abd53815f703e772f35e9c71a53af $META $DEXTF
4/ High R:R Gems - $TSLR base:0xd3e592e728ae3461bd97c7a6b359e1043dd83ba3 $IMP
> Your strengths and edge.
What are you strengths: Research Lowcaps? Trading? Holding Fundamentals? How much time do you have to allocate in this space?
All these questions help to hone your craft and shape questions like risk exposure around.
> Mind & body reset.
Possibly the most important - Health is Wealth ❤️
Hope you found this helpful. Anything missed?
Bernie. retweeted
$DOT and base:0xd3e592e728ae3461bd97c7a6b359e1043dd83ba3 share DNA in valuing privacy, and being local first, but sit differently as far as product offerings.
$DOT is an inference provider first and foremost, $HARNESS is becoming an agent aggregator, two complimentary systems if you ask me.
Should i be posting more? yeah probably, but i would rather build than post, and show y'all what i've cooked when its ready.
Am i a busy guy? Absolutely.
Do i give up? Absolutely not
For your reference: xitter.cf/tryharness/status/2105…
Why ? @saltorious1
Why is it that you’re both building similar technology, yet your project is still being outperformed by an anonymous dev?
He took $DOT from zero to a $14M market cap. So why are you still completely silent about $HARNESS?
At the very least, you should be giving product updates every few days. $HARNESS has already generated revenue, but it feels like you’re busy with too many other things.
Bernie. retweeted
Making Money in Crypto = Grinding Ground ZERO
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>>> base:0xd3e592e728ae3461bd97c7a6b359e1043dd83ba3 dev is cooking BIG things...
Discord is the alpha & subtle "ai privacy" bio changes.
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Private AI + agent aggregation + browser automation + owned inference = Insane sub 200k discount💎
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@tryharness is already generating inference revenue, has a growing treasury, and is expanding treasury exposure into $QUOTIENT + $DOT to reduce operating costs while increasing ecosystem utility.
Stop relying on others to do your due diligence, join me on ground zero to find the real alpha on your investments - this is how we frontrun!
☀️ gBASE - That 30% compounding into 40s today...
Being transparent, here are my current bags -
1⃣ $SIBYL | @sibylcap - 945k Mcap
Memory within AI is an enigma waiting to fully unlock. With over 150 team registered for their self funded and upcoming Hackathon - One to Watch.
2⃣ ethereum:0x5f64ab1544d28732f0a24f4713c2c8ec0da089f0 | @Memento_Bc - 2.7m Mcap
Words don't do DEXTF justice... So lemme summarise. Institutional Infrastructure - Deutsche Bank Backed - 100m+ tokenised funds... I can go on.
3⃣ $ALTT | @Altcoinist - 4m Mcap
A sleeping giant building the future of autonomous trading - this could rival some HUGE players with a whole new gamified XP app system soon...
4⃣ $HARNESS | @tryharness - 65k Mcap
A very under the radar low cap, featuring a doxxed dev from bnkr bot - Harness is frontrunning a fun concept to improve AI productivity and output.
Bernie. retweeted
The Bitcoin bulls have broken many bearish technicals; moving averages at the 200D and 50W, and double tops at $67k and $82k. So, naturally, they have everything to lose.
Kind of like what happened to Fremantle on the weekend... 🦁
Bernie. retweeted
This is what you want to see in conviction plays.
Price goes up - BUILD.
Price goes down - BUILD.
Price goes up more - You guessed it, BUILD.
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robinhood:0xf44702b17d9abd53815f703e772f35e9c71a53af devs keep on building regardless.
$RAXOL will go into full price mode discovery soon.
✅ Backed by ETH Foundation
✅ Infrastructure audited by Nethermind Security
✅ Raxol runtime entering IRL robotics testing
✅ Strong team building privacy infrastructure
Pretty much the #1 Privacy play on Robinhood at 2m Mcap... Excited to tune into @axol_io on @MCGlive
