"The first M2 Money Supply bull market" could indeed be interesting. Considering the macro environment right now maybe we don't really see the diminishing returns this time around, though I suspect this cycle will be the last particularly volatile one we'll get to see.
Seems there's just as much reason to believe in a short-cycle top (April/May) this time around as there is a usual top in November/December. Already planning on a heavy out come March-ish, and I guess buying back in for summer (whether we're in a real rebound or a dead cat bounce) will be tough to tell, but maybe I'll base it on the price of BTC at the moment. That is, if we're hovering around 130 I'll decide there's more to the run, but if we're approaching 200 in Spring I'll just call it a day and not take more risk. But overall I'm still not really sure on a practical exit yet.
Like everyone else I particularly like AI this year. My HashAI and 0x0 bags have been great so far. AI Agents are getting all the talk now, but with no price history to go on I just don't know what constitutes overbought and underbought and so I'm just staying away from those.
I'm not sure what to make of gaming this time around, or at least I'm not as high on it as I was last cycle. Though I've got a big bag of Karrat right now. Karrat and Off the Grid seem to be the only games people talk about (Illuvium seems to be in permanent beta) and instead people are hyping the launchpads. But if there's no hype for individual games, why buy the launchpads in the fist place? Or maybe I'm just upset that Karrat hasn't had a run yet.
Karrat has also soured me on any project which isn't a fair launch. Seems like these are very much noticed this time around and buyers are staying away, so from now on I will, too.