0xJeff
@0xJeff
Everything in Crypto AI is on fire sale but the fundamentals of DeAI have never been stronger.
Equities are ripping. AI stocks keep printing.
Meanwhile, Crypto AI is lagging… except for one corner of the industry quietly hitting PMF at scale.
In The After Hour EP.31 — Crypto
Equities are ripping. AI stocks keep printing.
Meanwhile, Crypto AI is lagging… except for one corner of the industry quietly hitting PMF at scale.
In The After Hour EP.31 — Crypto
0:050xJeff@0xJeff · Nov 23, 2025Been saying this every week for the past 3-4 weeks now
Vibes feel like FTX/Luna all over again. Drawdown without any bounce.
BUT under the surface, fundamentals are forming (especially with DeAI)
- Open models (DeepSeek, Qwen, Kimi) becoming the default for YC & Silicon Valley
Vibes feel like FTX/Luna all over again. Drawdown without any bounce.
BUT under the surface, fundamentals are forming (especially with DeAI)
- Open models (DeepSeek, Qwen, Kimi) becoming the default for YC & Silicon Valley
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