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Feb 03
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LONG
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Thiccy
Quant Trader / Crypto Analyst
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"People want to gamble... It's impressive how much speculative capital still exists to bid garbage AI runner right now on Solana... hyper J curve... three days later it's yours I never probably never gonna hear about it again." The "Casino" demand is inelastic—people will always gamble. However, the *venue* changes rapidly (from Pump.fun to the next mechanic). The trade is not to hold these assets, but to identify the *newest* gambling mechanism (the "New Game") immediately, ride the 3-day J-curve, and exit before the inevitable death. Long volatility on the *newest* on-chain gambling meta (currently AI agents/social apps), but with extremely short holding periods. Being the "bag holder" after the 72-hour hype cycle expires. |
Thread Guy
The New Age of Crypto ft. Thiccy
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