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Mytam.eth
@chanhday
BaznoCap: Aerodrome - Cleared for Takeoff Aerodrome is positioned for substantial price appreciation and is recommended as a medium to long-term trade (1 year). It is set to gain from bullish macro narratives regarding: > DEXs, its own effective, yet misunderstood, tokenomics, and the low-cost, builder friendly environment of the Base blockchain.
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Matngot
@matngot
The “innovation” economy they’re selling is all about promising future growth. Future revenue. Billings curves. And so on. Whereas AI companies are delivering in the here and now - which is precisely why the future predictors failed to buy them. Thus - the first crash in 2022 was rates driven - because the discount rate which allowed that future to be imagine increased, and that future became less valuable. But AI stocks have risen in spite of rates - because they are delivering on a 1-3 year time frame, not a 10 year timeframe like the innovation economy. Long Nvidia and Short ARKK realizes a .23 correlation to rates - demonstrating this.
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