Cash Cows are going to be the winning alts of this cycle.
Now that institutions are playing the game, fundamentals do matter.
TradFi investors can justify high premiums (High FDV/Annualized Fee Ratio) because the protocols are actually making money to begin with.
@hmalviya9
Indian hostel mates made around $150K by spotting a crazy opportunity.
An amazing web3 story which could give you an insight on how the country with biggest youth population is playing with crypto right now.
No matter how much money you make in crypto, it’s destructive for your mind, and if you are like you will handle the mind after you make millions, then that’s the biggest lie you are telling yourself every day.
Don’t forget you have a life outside crypto, which is more volatile than candlesticks, and you can’t really have a stop loss too.
Only thing you could do is to be aware about the situation, whatever it is, and awareness will only come when you start to reflect.
Once your mind is stuck in reactive loops, it will explode in those times when you really need to show patience.
Take breaks from charts whenever you can.
Don’t force yourself to trades.
Practice mindfulness techniques.
Just be aware.
look how fast PCVs are going..and the sad part 99% of the CT is still sleeping on it.
Plane Crash. Covid. World War. AI
Nature is designed to kill us.
We are designed to survive against nature.
We are not strong like other predators, but we got a brain.
The brain helped us survive thousands of years. It helped us dodge extinction, adapt to harsh climates, and outsmart animals that were faster, stronger, and more brutal than us.
Over time, this brain evolved our capacity in a way where we started rising in dominance on planet Earth, eventually declaring ourselves the supreme being.
We exploited the same force we once feared.
The same force we were defending against in ancient times, when nature dictated life and death every single day.
Our brain, once a tool for survival, turned into a weapon for expansion. We used it to manipulate fire, bend metals, build cities, tame rivers, and even split atoms.
We created structures, not just physical ones, but systems of power, control, culture, belief.
Structures that helped us build empires and legacies.
But in our obsession to rise, we forgot to bow.
We learned everything from nature. How to organize like ants, how to adapt like trees, how to persist like oceans.
But we never showed enough gratitude.
We believed we had conquered the wild, but it was only silent, not gone. We evolved as humans with the help of our brain, but nature remained the same.
Still ancient. Still patient. Still ruthless.
Nature is still designed to kill us, no matter how hard you try to save yourself.
And when nature’s demand to kill us increases, because of the imbalance we have created across ecological, psychological, and cosmic forces, there will be no warning.
The flood will not ask for permission.
The virus will not wait for approval.
The heat will not care about your comfort.
And when that demand reaches its peak, destruction will not just come from the outside.
It will come through us.
Our own minds will become the host of destructive ideas.
As they have always been. It will not feel like nature striking us. It will feel like us destroying ourselves.
Ideologies colliding.
Systems breaking.
Meaning dissolving.
What we have seen so far was only a build-up.
Human minds, being the host of the act of nature, will do all those things that put the human race in danger.
We will be the virus and the host.
And the painful part is, we are going to witness most of this in our own lifetime. Living every day with anxiety, fear, confusion. Trying to stay ahead in the race for wealth and relevance. Even when deep down, we know this race is becoming meaningless.
In the age of AI, most humans will be eliminated from the race completely. Not by death, but by irrelevance.
They will still be alive, but invisible in the system.
A massive crowd of capable people who are no longer needed.
People who are intelligent, but powerless.
People who are educated, but unemployed.
A crowd filled with silent rage and quiet hopelessness.
Meanwhile, a few will live in extreme comfort.
Insulated in digital fortresses.
Economically immune. Spiritually detached.
Avoiding everything that is happening outside their homes. They will not feel the heat, the hunger, or the heartbreak.
And that is when we will witness the collapse.
Not just of systems, but of meaning itself.
A downfall in the moral order.
And whenever morality sees a new low, a new religion takes birth.
Not always in the name of God, but in the name of something.
Sometimes in the name of justice.
Sometimes in the name of equality.
Sometimes in the name of resistance, or even truth.
Sometimes in the name of nature itself.
It will rise from the ruins.
Not to worship the divine, but to restore the human.
And that will eventually happen in the near future.
It will ignite hope in those who have been crushed and discarded.
Hope in those who were promised progress but were only handed survival.
Hope in those who were exploited by the very system we created in our journey to become the supreme being.
Your cognitive health would be damaged by the time you make enough money to explore other things. Please Wake up.
When you look inside the shared crypto space, you feel like you are running out of time, and you’ve already missed so many things, and that puts you in a vulnerable position where reactions take the lead, increasing the chances of going just by the impression you collect from the crowd.
And the whole crowd is also following the same mindset - they all have different exit points in mind, but when the price goes up, more people join the crowd, which keeps pushing exit points even for those participants who are already miles ahead of their original targets.
And that’s the point where you actually get caught in a trap, where the outcome would be nothing but a memory of loss, which would haunt you for some time.
In coming months, we could expect two things 🔽
$AO is like $ICP with no VCs at a 39x valuation gap.
We did a long report on it last month at @dyorcryptoapp.
Is It Love or Validation?
Mind picks words in a certain way. When we think about those words, we get an idea of them - the idea passed on to us by the society around us through content consumed over centuries.
Words carry the weight of collective imagination. So when we think about love, our mind doesn’t just think, it recalls an inherited picture - a beautiful partner giving us their full attention, smiling like we’re the only one in the world.
That image comes so effortlessly because we’ve been fed it over and over again through movies, songs, books, and stories told by others who also wanted to believe in that same image.
But if we look at this projection carefully,we begin to see something uncomfortable.
The mind doesn’t care much about love itself - it simply wants someone to act in a way that makes us feel good.
That act could be anything - checking up on us, saying the right words, giving us time, presence, praise.
The mind seeks attention and frames it as love.
And we end up chasing that attention our whole life, calling it love. We start equating being noticed with being loved.
The moment that attention starts to divide, when more people enter the family or responsibilities increase, the illusion of love begins to fade.
We feel like the other person doesn’t love us anymore, like something important has slipped away.
But in reality, nothing was taken from us.
The truth is, love was never supposed to be an act of validation. It was never meant to be a test we constantly pass or fail.
It was never meant to be a confirmation of whether someone cared or not.
It was never supposed to be about changing ourselves just to fit into the ideal template of love between couples - a template built from someone else’s longing and someone else’s need for certainty.
We force ourselves into this idea of love again and again, losing pieces of who we are in the process.
We try to fit into a model reinforced by a few minds who were also seeking validation for their idea of love.
We mimic their stories, we measure our emotions against theirs, and somewhere along the way we forget to feel what’s truly ours.
We lose our lives trying to validate those stories, that content, that imagination, while missing out on the real love that may already be present.
The kind of love that doesn’t look like the movies, doesn’t speak in big words, doesn’t ask for applause.
The love from partners we never identified. Partners who didn’t fit into the widely accepted template of love.
Partners who never asked for validation from us, but we were too distracted, too conditioned, too blind to notice.
And by the time we do realise it, those partners become just a memory.
A faded photograph in our mind.
A voice we once knew. A presence we no longer feel. We are left to live in a version of life where we keep pretending to be loved, but deep down we know we’re not.
And it’s difficult to accept that.
It’s a truth too heavy to sit with, so we turn away.
And maybe that’s what we’ve always done - turned away from the real thing while chasing the image.
So let it be.
