Today I'm joined by Kel to discuss his journey from joining Messari out of college and now becoming an independent trader. We discuss why we think the AI meta is the trade of the cycle and talk about ai16z, Zerebro, Fartcoin, Alchemist, and GOAT. We also discuss how to bet on yourself, dealing with dark moments, and enjoying bull markets.

Guest's Twitter: https://x.com/kelxyz_
Kel's Substack: https://kelxyz.substack.com/

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Taiki's Twitter: https://twitter.com/TaikiMaeda2
HFA Research Twitter: https://twitter.com/HFAresearch

PODCASTS:
Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA
Steady Lads: https://www.youtube.com/@0xSteadyLads

Timestamps:
0:00 Kel’s Background
3:08 Market Opportunity for the AI Omegacycle
8:24 Asymmetry & Inversion Theory
11:30 Investment Frameworks for AI
15:50 ai16z
18:36 Zerebro
21:38 Alchemist
23:26 Fartcoin
32:38 GOAT
40:50 Types of Agents with Value Capture
46:03 Unicorn Fart Dust
52:03 Betting on Yourself
57:13 Dealing with Dark Moments
1:04:34 How to Make it