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/ Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ 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