Trading Pub – 23 Jan 25

04:28: Trump coin launch potentially signals opportunity for brands to create and airdrop cryptocurrencies.
05:53: Trump coin has limited public distribution and potential selling pressure in coming months.
08:18: Potential upward movement for alts in next couple months.
12:09: Trump coin requires exceptional market conditions to achieve significant returns.
14:35: Identifying successful new crypto is challenging, similar to winning a lottery.
15:33: Lifting performance of multiple meme coins.
20:19: Novelty search is a weekly live catch-up on Discord where project updates are shared.
22:34: Subnet registration costs expected to be around 100 tau, much lower than previously anticipated.
24:16: Every subnet will have its own token tradable exclusively via tau.
32:11: Expected to be fully launched within the next 30 days.
42:15: Bitcoin’s key value proposition: Every central fiat currency is racing to the bottom through continuous money printing.
43:14: Current market cycle is an undeniable AI hype cycle, despite current pullback.
45:21: Barry Silbert believes in Bittensor, it is at the same developmental stage as Bitcoin was in 2012.
46:31: BitTensor Subnet 9 has beaten several centralized AI models, including Google’s, using mixed datasets.
53:00: Chamath warns AI model building is a money trap, with unpredictable advances and potential wasted investments.
58:56: Trump announced $500 billion AI investment, signaling significant crypto and AI potential.
01:04:06: Bittensor could potentially reach $6,000 per token, representing a 17x return from current price.
01:18:41: US national debt grows by one trillion dollars every 90 days.
01:19:24: Focus will be exclusively on AI-related investments this cycle.
01:29:17: Kaspa mainnet launch near, with trader anticipating opportunity around perpetual trade.
01:30:35: Market currently experiencing 3-6% downturn across assets.
01:33:32: Tron looks like it’s broken out of channel and could move north soon.
01:35:07: Bull market potentially days away, not months.
01:42:35: Submitted SEC filings for crypto ETFs including Trump, Bonk, and Doge ETFs.
01:53:12: Hedge fund deployment delayed until beginning of February due to month-end net asset value audit.
01:55:49: Project Stargate is a $500 billion US AI infrastructure investment from multiple big tech companies.
02:01:00: Bitcoin predicted to potentially hit 115k within a couple of weeks.
02:03:08: Hedge fund investment strategy uncertain, will pivot to stablecoins during potential 2026 bear market.
02:03:50: Staking landscape will change with active and passive staking options offering different yield rates.
02:06:54: Wyoming’s Bitcoin reserve may influence other states to adopt similar strategies.