looks stupidly mispriced here imo. AI is sitting around $300M mc with Community Mode on. iCOIN? Barely $2–3M mc, yet the community vault already holds $64k+ of AAPL exposure. That’s the part people are sleeping on. This is NOT “$64k backing a $2M coin” — you can’t redeem the vault. But the flywheel is real: volume → fees → more AAPL into the vault + token burns → lower supply And there are only a handful of LONG projects with Community Mode actually turned on. The craziest part is the relative valuation. $AI vault / mc is roughly 0.1%. $iCOIN vault / mc is already around 2–3%. So relative to its size, $iCOIN is already capturing way more value. Now add the narrative: Apple season + LONG ecosystem ripping + tokenized stocks getting more attention. Everyone knows Apple. Everyone understands the iPhone. You don’t need some 200 IQ explanation to sell the story. And I’m not even asking for $iCOIN to flip $AI. If this thing ever trades at just 10% of $AI’s mc, that’s around $30M. From here? That’s basically a 10x. And $30M isn’t even some delusional moon target — $MOO is already trading around that neighborhood. So the bet is pretty simple: LONG keeps cooking → Community Mode gets more attention → Apple narrative catches a bid → iCOIN becomes the obvious Apple trade. At $2–3M mc, the market is basically pricing in that none of this matters. I’m buying the gap between attention, vault growth and valuation before CT wakes up.
Older theses
Pons staff is in his DMs https://x.com/mevcel/status/2098838447653859426
Guys, dont get me wrong, I love this coin, but distro could be 1000 times better, im sad because of that
$UNIPCS 7.2430 ETH bought back and burned at midnight. 31.10M tokens gone. 32.15M destroyed in total now. 3.22% of the supply. mademen.family/t/unipcs
Crypto, fintech, and tradfi are merging into a single ecosystem. Money is now smart & programmable. Institutions are coming in force.
Active social, funny content, strong holder base. An active team with a clear concept with people who believe in the project. Hard to ignore.
The rise here will be legendary Infrastructure project OPENROUTER DIDNT goto 8 billion overnight ;)
That’s the thing about being at the bottom cuz the only way left to go is up hopefully this will send 🚀
The catalyst next week is staring you right in the eyes. Don’t fade camikaze, load up the Vectis bags
https://x.com/examachine/status/2098838859022839855?s=20 Dev will be using the coin as a utility token for his project, and has said he doesn't want to relaunch. Hopefully fees can be rerouted 100% to him
Someone put together a list of viral experiments and posts (many of which actually come from this memecoin page) https://x.com/scobleizer/status/2098527751892549765?s=46 How much more obvious can this narrative be
Shroom fork on long but instead of stock pools its pools with other coins. Dev below and first pools went live today: https://x.com/vtes369
He’s said he’s giving this token utility & not gonna relaunch in many replies and posts btw
experimental proto that uses AI to perform onchain MM for new launches. Interesting concept + chart looks cute.
Charts been holding up extremely well despite many people up giga over night. Will be buying any dips, but looks like we’re consolidating here for next leg up.
EMBER Cabal = MIRROR Cabal Same playbook. Same time. Same chart. EMBER just stole the show and took off way faster than expected. Same same. Watch.
So under the radar, Robinhood infrastructure play "Apps, bots and terminals routing through Ordo pay 0.05% of the value they move. 100% of revenue is used to buy $ORDO on the open market." Main RPC provider on Solana went to $4 Billion btw (JITO)
If one day Elon Musk said "There will definitely be a Marscoin," then I believe there will also one day be a Mooncoin for the Moon — since the Moon is even closer to Earth than Mars is. 🌙🚀
Selected thesis
- 1Read a thesis. Someone's call on a token.
- 2Fade or back the call. Stake points either way.
- 3The price decides. Winners split the pot.
Fades
all →@AwareNetGoose faded @rippinup on $PAID
entry closes in 7 hours open fade →
@AwareNetGoose opened a fade on @rippinup on $PAID
entry closes in 7 hours open fade →