I made 100x in 2024, gonna do it again in 2027
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one of the hardest things about a bull market:
you can identify the right narrative.
buy the right asset.
be early.
and still somehow lose money because you couldn't sit still for 30 days.
crypto doesn't only test your ability to find opportunities.
it tests your ability to stop touching the portfolio every five minutes.
sometimes the alpha is doing absolutely nothing.
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CT portfolio management:
find something early ✅
research it for 40 hours ✅
buy it ✅
watch it go +18% ✅
SELL EVERYTHING
then discover a new coin already +700%
put half the portfolio into it ✅
lose 60% ✅
blame the market ✅
sometimes you don't need another 100x.
you need to learn how to hold the good things you already found.
and keep the casino bets as a SMALL part of the portfolio.
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I keep seeing FUD around $PONS and $STONK.
some criticism may be fair.
no project gets immunity just because I own it.
but CT has this incredible ability to turn:
“there are things worth questioning”
into:
“this will be worth zero tomorrow.”
I don't see it that way.
these are still two of my main runners for the infrastructure/speculation trade I'm watching into 2029.
there is a LOT of road between here and there.
products will change.
narratives will change.
prices will pump.
prices will dump.
mistakes will happen.
I care about who is still building when the timeline gets bored.
my thesis hasn't changed.
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my $PUMP thesis is becoming ridiculously simple.
pump.fun is the brand everyone in the trenches already knows.
and now the funnel keeps getting easier.
open app.
deposit with Apple Pay.
buy coin.
that's it.
people underestimate how important removing friction is when your target market is retail speculation.
every extra click loses users.
pump.fun keeps removing clicks.
my bet?
I think $PUMP has a 3x+ move in it from here.
the casino with the easiest front door usually gets a lot of traffic.
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new one on my radar:
$SEND.
a new Ethereum launchpad built around Uniswap v4.
and one of the first runners that caught my attention is...
$CONDO.
I'm seriously thinking about buying some.
is it because I've researched the launchpad?
yes.
is it also because the token is literally called CONDO and I want to buy a house?
also yes.
CT portfolio construction 🤝 real estate planning
let's see where this goes.
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every new chain eventually learns the same lesson:
you can build serious financial infrastructure...
CT will still ask:
“ok but where do I launch the coin?”
that's why I'm watching $ARGUS closely.
Arc is being built around stablecoin-native finance.
Argus is building the permissionless launchpad layer on top of it.
Uniswap v4.
USDC-native.
creator + holder economics.
if Arc gets meaningful attention, speculation needs somewhere to live.
right now Argus looks like the main runner for that trade to me.
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$AI finally cooled down.
good.
the LONG ecosystem needed a little silence.
the timeline gets excited when everything is vertical.
I get more interested when nobody is screaming.
$AI is still one of my favorite structures in the ecosystem:
paired with tokenized $NVDA.
buy-side fees accumulate $NVDA in the community vault.
sell-side $AI gets burned or locked.
volume feeds the machine.
same thesis.
less noise.
this is usually when I start thinking about adding.
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portfolio update:
I sold my entire $NET bag.
and rotated the capital into $ORBIO.
simple reason:
I think $ORBIO is the much better risk/reward from here.
I still find the $NET experiment interesting, but that APR is insane.
the protocol is currently showing a 13,000%+ annualized rebase rate.
that's obviously not free money.
as supply keeps expanding and holders realize their yield, I think $NET has a real risk of bleeding while the premium to NAV compresses.
$ORBIO is the opposite setup I'm looking for right now.
AI inference.
$CREDIT.
@pendle_fi integration.
Agentic Launchpad.
fees creating $ORBIO stake.
actual products shipping almost every day.
and the market is starting to pay attention.
so I made the rotation.
out of $NET.
deeper into $ORBIO.
sometimes changing your mind is part of the trade.
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portfolio update:
the structure hasn't changed.
most of my capital stays in stocks + Bitcoin.
the high-risk side stays controlled.
but memes have been beaten up enough that I'm shopping again.
I'm probably buying one today.
$CASHCAT or $AI.
still deciding.
I want enough exposure that being right actually matters.
but never enough that being wrong ruins the game.
will update when I pull the trigger.
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I think one of the biggest metas of this cycle will be:
launchpads inside launchpads.
first we had platforms that launched tokens.
now we're getting protocols that launch entire mini-economies that can launch their own tokens.
@orbiodotso is a perfect example.
an agent token launches through Pons.
its activity generates fees.
those fees build $ORBIO stake.
the stake generates $CREDIT.
$CREDIT pays for the agent's intelligence.
token → revenue → compute → agent → more activity.
launchpadception.
the next main runners won't just launch coins.
they'll launch machines that launch economies.
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I don't think AI is going to be another sector inside crypto.
I think AI is going to eat crypto culture.
look at what happened with Jean Phil.
character → attention → edits → memes → community → token → liquidity.
whether the character is human, AI-generated or AI-amplified almost becomes irrelevant once the internet decides it's culture.
now imagine this at scale.
thousands of AI-native characters.
agents posting 24/7.
communities forming around them.
tokens forming around the communities.
AI won't just trade crypto.
AI is going to manufacture internet culture at machine speed.
and crypto will financialize it.
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$ORBIO is back in ATH territory.
and this time the chart isn't the most interesting part.
look at what has been shipped in just the last few days:
→ $CREDIT turned AI inference into an onchain asset
→ stake $ORBIO and earn CREDIT
→ CREDIT can be traded, transferred or activated for AI compute
→ 400+ AI models accessible through one balance
→ staked ORBIO is now live on @pendle_fi
→ the Agentic Launchpad is live
→ agent tokens can generate fees that fund their own AI usage
and today $ORBIO is pushing ~$86M market cap again.
this is what I wanted to see.
not just another token with an AI narrative.
an actual economic loop forming around AI compute:
token activity → fees → $ORBIO stake → $CREDIT → inference → autonomous agents.
the market is finally starting to notice.
GOD GREEN CANDLE season might just be getting started.
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