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Timo
Prev VC I On Chain Degen
There is only one microstrategy, don't make inappropriate analogies. Take the analogy between sbet and microstrategy to prove that sbet is the next microstrategy, which is more lazy and stupid.
BTC and ETH are two species, and the money to buy BTC and ETH looks like institutional money, but in fact, most of them are not the same wave of money, and the magnitude is also different. Analogies are used to explain better, and there is no way to reason.
In investment, the more taboo is to use analogies as reasoning. "Next" xx, generally no good results.
I feel that the money earned by institutions will be used to continue to promote the rise of BTC, a point of view, not necessarily correct.
10,74K
Aunt is too 3600, the spot has doubled, just out of half (this). The good is overwhelming, the mood begins to fomo, and I choose half of the bag for peace.
I have always had a trading mentality when I bought my aunt, and it is impossible for me to hoard an unlimited additional coin, and hoarding coins will only hoard a big pie. Maybe I'll make less, but that's not important, just trade what I'm comfortable with.

Timo7.5.2025
I'm going to buy some ETH spot this month, you e guards have surrendered, and I'm going to enter the market.
You don't need to buy ETH at the lowest point, 3800 sells ETH, and it's still acceptable to buy it back around 1800. The so-called win first and seek war, make a deal and only eat the body of the fish. I didn't expect that the third coin shouted in these three months was ETH, and I also came to be an E guard. e Where are the guards? Raise your hands 🙋
21,22K
The daily line is three consecutive yangs, and there is no need to say much about the strong village


Timo15.7. klo 19.25
Share the latest on-chain position $gen
1. The project positioning should be the basic protocol of agentic AI, which mainly serves real multi-agent collaboration. In the future, the ecosystem network of Agentic Systems should be no worse than the Internet, not only Crypto itself, but most industries will actively or passively participate in building this ecosystem. The latest version of the Grok 4 Heavy is also an example of how multi-agent collaboration continues to move forward, with China's latest open-source version of Kimi just topping Huggingface, which has been praised for its in-depth research (also multi-agent collaboration).
2. The background of the team is an engineer and product from Google, Meta, and Bytedance, and it has been building for half a year, and there is already a use case that has been landed, and there are tens of thousands of AI bots running in Telegram for automated marketing.
3. I heard that I just got VC's financing, and I have more financial strength, and I look at the chips and have high control. Now the price is about 6m I think it is more appropriate, non-investment advice, DYOR.
25,08K
This acquisition is so interesting... Silicon Valley giants are really trying to grab AI talent in all kinds of ways, and this is where the real capital is concentrated, and billions of dollars are spent like sprinkling water.

AI Will16.7. klo 15.06
Cognition has finally reached an agreement to acquire Windsurf, including its intellectual property, products, and world-class team.
All Windsurf employees will receive financial benefits and enjoy an accelerated vesting period. Exciting times lie ahead!
6,42K
One of my flaws is that sometimes I speak more directly on social media, which offends people. But maybe most of the time I don't want to offend anyone on purpose, I just say what I think of, and I probably don't care too much about whether I'm offending anyone. After all, our world is like two parallel lines, which do not affect each other.
The main thing I feel is that this is like a more real account, I have my ego, I have my rationality, I also have my biases, I have what I like and don't like, this is a more real account.
I've sprayed JD.com takeaway, and I don't like Huawei's propaganda methods, I prefer U.S. technology stocks and don't touch A-shares. I've also sprayed some project parties, made some money, and been cut, but in this industry, I can only bear my own profits and losses, I don't blame anyone, if I make a mistake in judgment, it's my own problem. A good way to grow is to take responsibility for yourself first when something goes wrong. So if someone sprays me, I don't care, it doesn't affect me at all.
I won't, and never will, be right. Regarding the public operation in the last three months, I can tell you that between 7-8w DCA flatbread, you can also openly call you to buy Aunt Tai spot around 1800. These trend judgments are all correct so far.
But I also have mistakes, such as 6men's carl-led trenches, I sent them out around 2m (which is also my average cost), and it went up to 10m, but I didn't come out, and I've lost money so far, that's my misjudgment, it's my problem. It is a punishment for the diamond hand. But a lot of my friends actually make money because they don't drill. Sometimes you can make more money by drilling, and sometimes you can only meet losses. Profit and loss are just the same source.
It is my norm to have profits and losses, and it is my pursuit to control the proportion of positions and maintain a long-term positive EV. I've been on the road, and everyone is encouraging me.
9,73K
In the past two months, the income of ETH has outrun the pie, oh, 😲 I will continue to hold the aunt spot for the time being.

Timo8.5.2025
Is there anyone getting on the 1800 auntie? I'll wait until it goes over 3000 to sell it to someone fated. I have no feelings for ETH.

15,48K
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