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s4mmy· 2025-07-16 18:57
Crypto Market Sentiment - The crypto market experiences an influx of new retail investors like "Ryan" when Bitcoin reaches new price highs, indicating a cyclical pattern driven by mainstream media attention [1] - The current market phase is identified as "alt season," suggesting increased interest and investment in alternative cryptocurrencies [1] Investment Guidance - The document aims to guide new crypto investors ("Ryan") in selecting suitable coins for investment [1]
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s4mmy· 2025-07-16 14:16
Market Valuation - The largest AI token ranks 30th with a $4 billion market capitalization [1] - The market capitalization seems low considering AI's disruptive potential [1] Technology Disruption - AI is considered the most disruptive technology of this generation [1]
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s4mmy· 2025-07-16 14:16
Crypto AI Protocols Potential - Plenty of upside potential for Crypto AI protocols exists [1] - Focus on agents working cohesively in teams, solving real-world problems using permissionless payment rails [1] - Value alignment between AI and human is crucial [1] AI and Crypto Integration - Competitive open-source (decentralized) AI models are emerging [2] - AI governance and DAO automation/co-ordination are being developed [2] - AI revenue-backed (compute, inference, etc) synthetic dollars/yield are being explored [2] - Physical AI may bring in the next wave of retail attention through AI-enabled robotics [2] - AI-powered InfoFi and the alignment between social and capital allocation are gaining traction [2] - Improved data pipelines (using AI/agents) refine signal through the noise [2] - Improved automated yield + DeFi optimization using AI/Agents is being implemented [2]