hunether

the most valuable skill of the next decade: putting your ideas into words both machines and humans fully get... because the same clarity pays you twice > say it clearly to AI and any project you can imagine gets built > say it clearly to people and they see you as someone genuinely valuable and in the attention economy, being seen as valuable is the dominating factor the good part... a model and a reader need the same things from you: what you want, why you want it, what done looks like

RH + RH chain playbook is becoming clear 1. max optionality, lowest effort - simple EVM chain everyone can deploy existing SCs on without much hassle 2. vamp the biggest current narratives (RWA tokenisation + perps + agentic finance) 3. attract crypto degens into RH ecosystem (expanding userbase and TAM) 4. DO NOT let existing RH users on-chain (they would only leak their customer value outside of RH) 5. impeccable PR, comms and marketing stunts aimed at crypto natives

Created a simplified view of how these and a few more projects fit into the AI stack. Worth reading about the projects and the different parts of the stack as well.

While all the rotators are freaking out about base, base:0xed664536023d8e4b1640c394777d34abaff1df8f just made a new ATH.

Thoughts... The cliché criticism of borrowed conviction is always position-level, which means that since you borrowed the conviction + outsourced the balls, you do not really understand why you own something, so when it glitches you panic sell. I think there is a way bigger con at a system-level. Let me explain.... When you decide that you are not fit to originate theses yourself, either because you are lazy or because you think you are not smart enough, you have also decided that you cannot originate opportunities yourself, which means your opp set is now limited to: someone else finds something → develops conviction → posts about it → you manage to buy it before enough of the other people borrowing from the same guy do That is a tiny funnel relative to how much shit is happening onchain, and I think this is where borrowed conviction starts fucking with how you understand the market itself. You see, to someone who can originate a thesis, the opportunity set is open ended because there is always more shit to look at, more things to understand and more things mispriced. For the conviction borrower tho, the bottleneck becomes access to someone else's conviction while it is still early enough to be profitable. There can be hundreds of things mispriced at any given time, but if none of the people you borrow conviction from find them, those opportunities might as well not exist for you, so you end up turning an insanely abundant game into a scarce one for yourself. Not only that, once you outsource the trade you also give yourself the option to outsource the responsibility for it.....and your brain will almost always take that deal. Every bad outcome now has a convenient external explanation, so over time the people you borrowed conviction from become the villains of whatever went wrong, your world fills up with villains, and you slowly become a pretty sour trader because there is always someone else to blame. Worse of all, you learn nothing from any of it because learning without accountability is one of this world's impossibilities.

JUST IN: BlackRock says AI compute could be tokenized in the future.

Bull markets can be harder to navigate than bear markets for some people with an ADHD brain because 50 coins sending at once leads to cognitive overload Some people don't want to miss out on the pump the entire market is experiencing so they just shove capital into something they really don't understand well and ultimately end up paying the price through poor timing or sizing What's worked best for me is choosing my winners before they've made significant runs, parking my capital, and not diverting from my conviction unless my thesis is invalidated Finding the 1/1 narratives/plays is what works best for me. Which naturally means fewer trades and a slower cadence than a lot of folks who are constantly monitoring flows. It's too easy to get chopped up on beta plays related to the main winner 'Trenchers' get chopped up chasing beta plays related to the main liquidity suck and lose money on microcaps by blindly following multiple wallet pings every day There are millions of coins - the ones that are fundamentally strong and aren't piggybacking off the success of other projects deserve your analysis the most Patience is the ultimate skill for onchain trades when you start playing with size, even when prices are climbing as violently as they are now - so many of the coins that just hit ATH or broke out of a nasty downtrend had a recent period where people who lacked conviction got flushed out - this is almost always the case If you can identify quality, half of the battle is won - the rest is a split between timing, sizing, and exiting cleanly

Already can tell how dumb this market is when you get a major publication and potential break through and folks decide to sell. Yeah i get it, it is highly technical and won't matter for most but what $REI is doing is more innovative and on the forefront of AI than any other web3 ai lab.

While all the rotators are freaking out about base, base:0xed664536023d8e4b1640c394777d34abaff1df8f just made a new ATH.