Amazing what a month can do.
Since the original post, I rotated most of my capital to the AI sector.
- The charts were bottomed
- Smart engagement was nonexistent
- Teams were still building fiercely
Since then:
- $AVA +400%
- $ARC +100%
- $AI16Z +150%
- $ANTIRUG +500%
- $MOBY +80%
It pays to focus on data and fade CT. Even more interesting, smart engagement is still largely down.
This, to me, means we're still early, and FOMO is yet to kick in.
Congrats if you followed me and made money, let's keep winning!
Has anyone noticed the AI market cap is 2x from the bottom over the past week?
If speculation returns as the tariff noise winds down, I would expect to see outsized returns within this sector.
I would focus on DeFAI, infrastructure, and frameworks that have continued to build at the lows.
Considering most major projects are +90% from their ATHs, it presents an interesting risk reward.
Some notable shifts in sentiment over the past week:
â Fartcoin 3x from the lows
â Volume + Liquidity rising on Solana
â AI narrative market cap and smart sentiment remain high
â Forks and Contributions continue to rise
Positive developments from Canva AI + Tech, including tariff exceptions, could spark positive sentiment and renewed interest.
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