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 are hard if you don't have many followers, 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.
ALT9.29%
HYPE17.8%
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