Today I'm joined by Kel to discuss his journey from joining Messari out of college and now becoming an independent trader. We discuss why we think the AI meta is the trade of the cycle and talk about ai16z, Zerebro, Fartcoin, Alchemist, and GOAT. We also discuss how to bet on yourself, dealing with dark moments, and enjoying bull markets.
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Timestamps:
0:00 Kel’s Background
3:08 Market Opportunity for the AI Omegacycle
8:24 Asymmetry & Inversion Theory
11:30 Investment Frameworks for AI
15:50 ai16z
18:36 Zerebro
21:38 Alchemist
23:26 Fartcoin
32:38 GOAT
40:50 Types of Agents with Value Capture
46:03 Unicorn Fart Dust
52:03 Betting on Yourself
57:13 Dealing with Dark Moments
1:04:34 How to Make it
MY VALUES:
QUALITY OVER QUANTITY
A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads.
On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link.
PREMIUM RESEARCH
HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.
