spark of life in the trenches

On-chain rotations are faster than ever
- People's holding time significantly decreasing --> no one believes anymore
- Same people in the trenches PVPing one another --> no new entrants/capital
- Cabals rule the game now rather than things picking up organically
- Lack of bigger funds to prop us all up (3AC/Alameda type of size lacking) while funds are doing DATs now
- Narrative been the same and reused for the past 5 years (tokenizing yet another viral meme, memefication of another animal, cabal launches with supply control)
- Money made on bigger plays not coming back on-chain, liquidity dri

The thing about Elon/Elon related memes
- Worked well in the past (DOGE, FLOKI, SHIB, PNUT) but think the effect has since been diluted
- Pumps super fast, but fizzles out after awhile --> liquidity often dried up fast
- Tweets out too many memes/changes PFP randomly (HARRYBOLZ, Kekius Maximus, Milady) --> PFP roulette + half-life attention
- Most of the memes that is associated with his products/apps are not directly linked to it (GROK, ANI, VALENTINE)
Elon is still content king, but not the reflexive bid you are probably looking for

all that can save PUMP is a PIPE/DAT strategy now

Was talking to a friend
Agreed on the path of AI/robotics investing that stacks into 3 buckets
a) Picks & shovels (low‑risk, cash today)
- Something like scarce compute (depin, GPUs, ASICs)
- Data‑center energy or synthetic‑data engines and labelling that every model needs
b) Model/agent infra (medium risk)
- Middleware: vector DBs, orchestration layers, some sort of framework
- Clear monetisation path, but the narrative here changes very fast
c) Apps (long tail projects)
- Your AI companions, chatbots, personal assistants
- Those with regulatory moats (health, legal, sales)
- Converges with

all coins are useless, just stuff your opinions up uranus we are going to be left with virtual bags of nothing
its all just a pyramid scheme like giza, ani-one can see that every memecoin will die on the vine
after all the pump and dump, everything will end up in a keetastrophe and when liquidity evaporates, our assets will be reipossed by the suits

Time to lock in
You’re tired?
But are you retired?