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Where to find crypto 'alpha' in the AI age?
We used to read whitepapers, forums, but now LLMs aggregate CT in real time and we consume same 'consensus trades' takes.
I think our human edge will stay where AIs can't 'enter':
- Opening new apps yourself and forming opinions from actually using the product. Get a degen wallet, try stuff that's trending on CT or your friends recommend. Have your opinion on it.
- Talk to builders. I love builders who tweet their progress and thoughts. DMs to devs can feel hard, but don’t be afraid to try your luck with genuine feedback or questions.
- Read the sources that drive to an announcement (governance forum posts, unlock schedules, even gossips in-real-life, especially conferences).
- Niche researcher curation. Smaller accounts on specific ecosystems (bullish on HYPE? -> Check accounts that cover HyperEVM). That's how I found Altdontfun $ALT early.
As a relatively big account, we worry about shilling small caps and it's socially often safer to shill later than early.
- Geographic specific knowledge arbitrage. You Korean? Chinese? Nigerian? Often narrative start locally and expand globally to English CT much later.
Anything else I missed?
Honestly, LLMs are great for analyzing narratives and calculating P/S ratios to recommend tokens, but I feel overwhelmed by the amount of info....
LLMs usually end up flip-flopping their opinion with each new source you feed them.