consensus right now is short gaming x nfts, long ai agents
wildly bullish on ai agents but i believe -the majority- will be violently repriced by effective cannibalism.. i will hold onto infra and category leaders like @aixbt_agent but will scale out of the rest
now...gaming is in the gutter and dirt cheap, and there's good reason why tbf
but there is possibly an asymmetric opportunity with the right teams
im placing bids to frontrun a gaming q1 narrative
could take the fucking L but that's the contrarian bet im willing to place
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