@@guanxinated I did look at it in terms of the power law but it doesn't have a high R2. It's a play on the AI narrative this cycle so that might work to it's advantage but I wasn't able to really understand how it works, and I didn't see crazy interactions on the discord.
@@PowerLawInvestor I see. Bittensor is a high conviction play for me because they're actually producing actual products, which is rare in this space. Things like consistently beating Zillow's zestimate (real estate) and other commercial traveling salesman problem implementation (logistics). That said, there are some structural issues that need to be sorted out to incentivize innovation, so I'm by no means heavily invested. Started at around 2.5% of my portfolio and currently sits just under 4% since I bought the dip and the price has recovered. Needless to say, Bitcoin is between 65% and 70% of my overall portfolio, the next big chunk being stocks (a mix of VTI/VXUS and a couple of aggressive bets on big tech).
Great video, I subscribed!
very good, keep it up
Appreciate it!
i wonder if monero follows the power law
No - it had a much lower R2 than Bitcoin and Kaspa - which means it's much harder to anticipate price moments unfortunately :(
@@PowerLawInvestor Have you looked into Bittensor? Kaspa and Bittensor usually move in tandem, so I'd expect both to have a similar R2.
@@guanxinated I did look at it in terms of the power law but it doesn't have a high R2. It's a play on the AI narrative this cycle so that might work to it's advantage but I wasn't able to really understand how it works, and I didn't see crazy interactions on the discord.
@@PowerLawInvestor I see. Bittensor is a high conviction play for me because they're actually producing actual products, which is rare in this space. Things like consistently beating Zillow's zestimate (real estate) and other commercial traveling salesman problem implementation (logistics).
That said, there are some structural issues that need to be sorted out to incentivize innovation, so I'm by no means heavily invested. Started at around 2.5% of my portfolio and currently sits just under 4% since I bought the dip and the price has recovered. Needless to say, Bitcoin is between 65% and 70% of my overall portfolio, the next big chunk being stocks (a mix of VTI/VXUS and a couple of aggressive bets on big tech).