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

data point re: narrative x twitter algorithm

icymi, @grok launched a token on Base

thanks to @bankrbot and Clanker’s trading mechanisms, Grok’s AI-controlled wallet is already stacking fees ($200K+ and counting)

why does it matter? AI is owning wallets, making markets, and generating revenue.

welcome to the future.

Base

data point re: narrative x twitter algorithm 

https://x.com/base/status/1899186780290846870?s=46

/new-york by day 🗽 /untzuntz by night 😈 Fan of eating tacos and bringing people together, often at the same time 🌮

yea elon is the make or break for the narrative to push beyond the lower rungs of the agent meta 

they don’t really need more than a “this is cool” tho which is why i can see there reasoning for pushing so hard. they’ll do all the narrative spinning after that 

time will tell

Feels like people are definitely holding out for Elon engagement and I think Elon is aware of coins and actively tries to not engage in ones that hit close to home ($vine is a good example of this)