Having fun with AI Founder: @icmanalytics

Amsterdam
I strongly feel the responsibility myself to bring value to this space. Back in 2017 - 2020 value was created for everyone. After 2021 something snapped. This week while I am locked in again 14h+ a day in a country far away from my home. I see some values coming back. This is why I like $SERV so much! Truly crypto ethos and then we got $VVV and so many other projects finally getting traction. @icmanalytics will be the quality gate for crypto. Building on ICM 2.0, and honestly it is going to be awesome.
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My food intake in the last 24h Two herring!
If you don't eat too much, you stay hungry. In Dutch this sounds even better: "Wanneer je niet te veel eet, blijf je hongerig". Deep meaning into this one. IYKYK
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Now who is building this for crypto?
We made cool updates to Agentic trading tools ⤵
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Agreed. We got some experts here and there on the topic!
Unpopular opinion: Former DePINs might be some of the most undervalued AI plays right now. Yes, DePIN had a lot of issues, and hence a very underwhelming token performance. The negative association is definitely understandable. But what most people don't realize is that thanks to those token incentives, most of these projects are now sitting on incredible data pools. Exactly the kind of data pools the biggest frontier AI labs have insatiable demand for, since data is their single biggest bottleneck in winning the most important tech race humanity has ever seen. Just to name a few: @silencioNetwork - $SLC @OVRtheReality - $OVR @NATIXNetwork - $NATIX @grass - $GRASS And probably a bunch of exciting ones I don't even have on my radar yet (if so, please DM). I know in fact that these are already working with leading AI labs or well-known big tech companies as actual paying clients, generating serious offchain revenue. More than most of your favorite shitcoins do. And if you do your research, you'll understand that it takes time for that offchain revenue to accrue, but there's strong commitment to route it back to their tokens. I know it's hard, but instead of chasing memecoins or bidding the same 5 hyped onchain businesses everyone already knows, I can only strongly recommend digging deeper here. Generational opportunities to be found in DePIN, or whatever you might want to call it nowadays.
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First cycle I invested everything in myself, fucking scary but this is going to be HUGE. We are cooking 👀
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Still amazed we got @solana for $ 0.0001 per TX and then we got these fuckers from the EU asking for 0.50% + because of heavy development costs
Omdat het in 2005 ontworpen Nederlandse betalingssysteem Ideal zo succesvol is, heeft de EU het systeem overgenomen. Met een andere naam, Wero. Drie keer zo duur als Ideal voor ondernemers die de prijsverhoging doorberekenen aan klanten.
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Those that checked the calendar could have be prepared for this! Well DM me if you got any feedback! We are building this to be the best on-chain and off-chain platform for fundamental alpha!
$BUCKET just touched a new all-time high today... Last time on MCG, @InvestwithMEH spoke about attending the Hood Summit and growing @RealBucketShop through TradFi side He’s previously met Vlad and members of Robinhood’s development team and plans to use the chance to get in front of Robinhood traders and bring more traditional investors onchain
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If you don't eat too much, you stay hungry. In Dutch this sounds even better: "Wanneer je niet te veel eet, blijf je hongerig". Deep meaning into this one. IYKYK
being relentless is one of the most important qualities you can build up being relentless means whatever happens to you, you build hunger, transform the pain and anger, and stay proactive in the face of all forms of adversity it's a very interesting mindset, because it turns you into a funnel that takes anything that may break most people, and use it for good, improvement, and action when you are relentless you will take much more risks, and won't take your eyes of your goals, even when you seem to be fully knocked down on certain phases of life being relentless makes you bounce back again and again, and during each time you fall, you're not stayin in a mindset of victimhood much, you get some hits, you learn your lessons, you build more character, and you get back up the one secret of most relentless people is that, they're not just relentless with a weird kind of ego, but most of that relentlessness is shielded by surrender in God, and nothing else if you can surrender to God, in stormy weathers He carries you, when you don't see what's near, He guides you and whispers to you, when you fall He gifts you more skills to get back up at the end of it all, you start to realize an interesting mysticism about all the good and bad, and the ugly that it is all part of the growth process
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I have one goal, make it even more easier. Beta.mcgsignal.com will become that place. Will move it to the main domain once the magic becomes more clear from the on-chain side.
This is easiest crypto bull market ever IF the high rev token meta continues. You don't need to chase every narrative or even read much of CT. Just open DefiLlama, Blockworks etc. and find projects with: 1. High and growing revenue 2. Revenue actually reaching token holders through payouts or buybacks 3. Low market cap relative to that holder revenue and don't forget about emissions and unlocks too. Then buy and hold. Simple. Sell when the valuation gets too far ahead of realistic future revenue, or the thesis (protocol) breaks. And you can ask your AI agent to run this due diligence weekly. Ok, maybe the harder part is estimating future fees. But if you believe BTC will continue to pump, more speculation WILL lead to more trading volumes and fees. So we need to add forward looking valuations which could make tokens relatively cheaper for future fees. $HYPE, $LIT, $PUMP etc. look like very simple trades in retrospect. So now we need to find newer emerging protocols with high rev but that are undervalued by the market. Finally, AI agents could keep recommending the same few tokens to all of us. Thus concentrating 1) attention and 2) money into assets that fit the criteria and helping them pump further. Simplest meta ever. Right?
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I used to use planmode, not using it anymore since a couple weeks, just occasionally since I do ask claude to plan stuff! @trq212 For me it could go!
we’re thinking of killing plan mode and using the shift+tab hotkey to adjust effort levels I don’t think the models need plan mode anymore, but if you’re a plan mode diehard would love to get your feedback on why
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Get your hands on it! Let us know what is missing!! And we will add it ✌️
How to use Signal 👇
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Not a bad start! Much more coming to watch you favorite projects and tokens! Let's give fundamental investing a place, that it can call home. @MCGlive @icmanalytics
First week since launch of MCG Signal 846 Users 2,269 Pageviews 49 Thesis clicks to @fomo Add beta.mcgsignal.com to your bookmarks bar
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👀
Last weeks stream notes on MCG Signal Bookmark -> beta.mcgsignal.com Mon - $OURO @OuroLayer Tue - $DTF @DefiTradedFund, $STANDARD @standard_rsv Wed - $CARS @ripcarsio, $PERPSPAD @PerpsPadfun Thu - $PONS @ponsdotfamily, $PEAQ solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump @codecopenflow, @peaq Fri - $RKST @RKST_xyz, $STRATTON @strattonmrkt
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Bullish Beessie retweeted
BREAKING: NEAR launches confidential perpetual futures trading powered by Hyperliquid. Allowing users to open positions without publicly linking trades to their accounts.
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As a frequent listener myself since ICM days I am delighted to build alongside with the guys from @MCGlive ! Expect a shitton of improvements over the coming weeks I consider the current version v0.1. beta.mcgsignal.com is going to be THE place were data driven investments can be made based on, on-chain and off-chain data!
Replying to @MCGlive
We want to thank our partners on this important product update @basjee01 @icmanalytics Please help us iterate by providing product feedback in Discord, in our stream chat and here on X. Our goal is to get as close to real time data as possible with time and provide developers tooling to add MCG signals to their products.
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solana:DgBRtVE2bQURfQt3rcpEqiBcEWDG1kwHHxK26BG9pump and get rewarded!
solana:DgBRtVE2bQURfQt3rcpEqiBcEWDG1kwHHxK26BG9pump is now officially a Holder Rewards coin. We feel that this is the best way for our community to continue to move forward. Buy solana:DgBRtVE2bQURfQt3rcpEqiBcEWDG1kwHHxK26BG9pump, HOLD, get rewarded on every trade that happens on the coin. Why we took this decision? Because we are here for the long run. We proved this for the past 7 months. This is our promise to every holder and everyone that believes in us. Job is not finished 💙
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Bullish Beessie retweeted
i have long thought ChatGPT, Claude, etc. would be 10x more useful if they just spent 20 minutes interviewing me. really dig into my life, how I think, what I care about, what I’m trying to do. and keep asking questions as we work together.
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Hee @OpenAI I just put a reset on my account, and then in 30 minutes it bugged out and went back to 0% usage, while it was at 99%. Seems like a bug! @thsottiaux fyi
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I like this thesis, well yea I hold this so duh!
This is actually a great thesis on $ROBINVAULT. It ran to a 4m market cap purely on speculation the first time. Then the dev actually delivered, but the sell the news reaction lined up with the wider Robinhood onchain correction. Now the platform is live and generating real revenue, much more people are aware of $ROBINVAULT, and the dev has a much bigger treasury to make things even more exciting. With v2 incoming, I think $ROBINVAULT has a very high chance of going above 10m if it is executed correctly, because you rarely see doxxed devs putting this much skin in the game as Jake does. My targets are high for a first-of-its-kind onchain Vegas experience, tbh. NFA, just a personal opinion.
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