COMMS

trading note:

most risk-on players are clearly going to try and push drb & lever grok narrative 

should be a good opportunity for macro data points wrt alt markets 

variables that mean something but not everything: 

- mindshare unit increase 
- mcap floors and retest cycle freq
- media proliferation 
- broader narrative forks

personal hunch:

it’s not any different then the ai agent narrative. which, if correct, would not result in a long or fruitful game (relative)

nuanced difference that could prove me comprehensively incorrect is that it’s twitter’s native agent & the god candle could ensue from elon effects 

main axis’ being:

replyguys 
twitter algorithm 
grok algorithm 
elon musk opinion

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