that1618guy

$ZEC $HYPE $VVV - A privacy coin, a perp dex and an AI token. 3 names that share nothing fundamentally yet trading correlated like one asset for months. Everyone that I spoke to then was in exactly these 3 trades. Which got me thinking… is crowding actually a bad thing? So I wrote The Crowded Book The backdrop: through the first half of 2026 crypto narrowed. $BTC lost its equity correlation to the upside, the pool of investable alts shrank, and across nearly every sector most tokens fell har

Aug 4

$HYPE / $ZEC / $VVV was the top 3 crypto assets with the greatest mindshare that everyone owned into H1 2026 In my report The Crowded Book, I argue that crowding into positions isn't necessarily bad. However, an asset appreciating faster than what its flows support would mean that when momentum turns, capital may not return on the rebound. Holding on to that hope that it would is the dangerous part - and two words help set that stage: Funded vs Borrowed Funded > The bid is paid for by somethi

Aug 10

the @AskVenice product is real. it just doesnt accrue to the $VVV token the way the run implied Venice is a permissionless inference network for open-weight models Some usage stats: 2M+ registered users /~50K daily active users / 15K inference requests an hour. The product is real and growing. But using $VVV is not how most users pay The app takes ordinary subscriptions that you can fund with a credit card. The token is a prepaid access pass for developers, stake it, lock it, mint DIEM at $1

Aug 6