Welcome to another Nugget of Wisdom! A free post I send out once a week. These are designed to be short and sweet, a quick read to (hopefully) impart some sort of wisdom, or at the very least to get you thinking about something interesting.
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As some of you might know, I’ve been spending more of my time lately diving into vibe coding with AI. It’s fascinating, and it feels like there are so many opportunities to be found within this world. It got me thinking about how different it feels to crypto lately, where sentiment is at near all-time-lows.
Obviously it sucks that prices are down and keep going down, especially in the face of other asset classes hitting new highs. It highlights a trap to me, one of going all-in on a particular industry, especially one as volatile as crypto. And then within crypto, the trap of going all-in on one coin, one ecosystem, one project, etc.
Maybe it’ll work out, but the odds are severely against you.
This last cycle highlighted the importance of being nimble and being able to hop ship from one narrative to the next. From majors like SOL, to meme coins, to AI agents, to NFTs (yes even NFTs had their moment), to Base, to HYPE, to prediction markets, and so on. Even in times when the wider market might not have been performing well, you’ve usually been able to find opportunities somewhere in crypto.
I stand by what I wrote a few months ago that The Golden Age of Crypto is Over, and it’s just going to keep getting tougher to find your edge in this space. Far from impossible, and plenty of opportunity is still around — just tougher.
If you’re the type of person that is willing to put in the work and try and stay ahead, then it’s more important than ever that you’re able to identify where the pockets of bull markets are, and adapt your strategy. It feels like this involves being open to investing, trading, and learning about things outside of crypto too.
Those who rotated into commodities like gold and silver have done very well, even while crypto has crashed. It’s not easy to spot such opportunities, but it’s not super tough either imo.
I think there are bull market vibes happening now in the AI and vibe coding space — including some crossover back to crypto with tokens being launched, but also just around the excitement and energy of new projects being launched rapidy.
I’m always going to be heavy into crypto, and spend a good chunk of my time following the crypto space, but it feels like a giant opportunity cost to not be allocating a significant chunk of time over to learning more about AI too. And even beyond that, to always keeping an open mind and an eye open to other markets.
I guess what I’m trying to say is that you can feel down and dejected about your crypto bags being down, and you can stick your head in the sand and hope and wait for things to turn around, or you can take a proactive approach and go learn some stuff and see if you can find opportunities in other places.
I’ll be writing about Vibe Coding in my Little Learning newsletter on Friday, so if you’re looking for a primer and intro, keep an eye out for that 🙂
Thanks for reading! In case you missed it, check out Monday’s post below 👇
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Disclaimer: The content covered in this newsletter is not to be considered as investment advice. I’m not a financial adviser. These are only my own opinions and ideas. You should always consult with a professional/licensed financial adviser before trading or investing in any cryptocurrency related product. Some of the links shared may be referral links.