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/TaikiMaeda2HFA Research Twitter: https://twitter.com/HFAresearch

PODCASTS:Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqASteady Lads: https://www.youtube.com/@0xSteadyLads

Timestamps:0:00 Kel’s Background3:08 Market Opportunity for the AI Omegacycle8:24 Asymmetry & Inversion Theory11:30 Investment Frameworks for AI15:50 ai16z18:36 Zerebro21:38 Alchemist23:26 Fartcoin32:38 GOAT40:50 Types of Agents with Value Capture46:03 Unicorn Fart Dust52:03 Betting on Yourself57:13 Dealing with Dark Moments1:04:34 How to Make it