Revenue Update 34,252.14 ROUTE bought for 0.0659 ETH Total: 69.031 ETH / ~$174,000.75 LP budget: 0.0564 ETH Total: 3.8852 ETH / ~$9,793.10 USD at current ETH price
Older theses
pumpfun just stole the chillhouse creator rewards from ricco, its time to send ponshouse. fuck pumpfun
https://x.com/examachine/status/2098973684484411779?s=20 lesgoooo
https://x.com/examachine/status/2098969891218858061?s=20 He's awake now, let's see
in all seriousness here’s the iCoin thesis - 1. anyone can supply control a new launch and run it up in the short term. sustainability is hard work. the iCoin team has persevered through ups and downs so you’re buying a proven product. 2. there’s already a leading “inu” in AI. inherently any other inu is a derivative. some of you like the iCoin name, some of you don’t. but it’s memorable, catchy and fundamentally differentiated from the AI leader. 3. 10x the number of holders 4. one of four tokens on Long with vaults and proven prioritization of holders and liquidity 5. the content is genuinely funny and memorable. 6. i dont believe in borrowing conviction but DumbCrayonEater is one of the main characters of this cycle. he’s betting hard on icoin. don’t buy bc he’s in but it’s a data point. ill plan to keep adding starting next monday unless these data points change in the meantime
Lots of people are concerned about its post-tge dilution which is understandable. The real MC of Fable is 36mil and FDV is 360m, both crazy numbers and make you wonder if this still has rooms to go. But think this way: You are looking at one of the fastest growing defi protocol with legit team keeping push it, the growth flywheel is set to launch, robinhood chain is set to become the dominant chain of bullmarket, and its TVL is yet to flip Base which is pretty much a ghost town rn (sorry base I loved you). Still think it is too expensive to buy?
If you’re in another token sell it and get in before the inevitable run that’s loading
Drone NFT's are live and can be minted and battled with to compete for the weekly prize pool 🚀
Dev shipping and constantly pushing comms and updates. Matter of time for higher imo.
实名露脸老OG，axie创始人关注，schiffy背后也是一款打磨多年的游戏moku ，以后游戏不再是简单的游戏币，而是链上黄金！schiffy 未来会掀起巨浪！拭目以待！
ties to virtuals dev tldr a public investment protocol where anyone can contribute thesis to where capital is deployed. still doing more dd but interesting concept https://x.com/aigc3yehe/status/2098825866335940844?s=46&t=xbY_S8dhGzChDxpfX4KfXQ
at first, this looks like just pokemon go + tokenized stocks concept but it seems the team is looking to expand it into a broader earn concept earn from <walking>, <scanning>, etc... If it can get a hold on a persistent business demand, then road to 1b
It’s never too late to get into a winner. Trust that this will be much higher very soon. Thousands of new holders in past day
$ZZZ looks like it could be xdev’s proof of concept for an AI-native DAO: tokenholders decide what should be done, while AI agents increasingly handle the research, building and execution. Protocol.link could then become the infrastructure that lets any crypto community adopt the same model while continuing to use its own token
It’s never too late to get into a winner. Trust that this will be much higher in a few days. Thousands of new holders in last 24 hours
Awesome entry opportunity here imo. PONGO continues to produce some of the most elite content in the space. They’re literally the mascot of PONS and the top dog launched from the platform. I’m a patient man and willing to bet on the long term success of a hard working team with a solid narrative. I also believe people will eventually fomo back into ETH denominated pairs as the crypto bull market starts to pick up steam. The faster the denominator appreciates, the faster the USD price moves with it. And I believe Ethereum will outpace almost every RWA pair, including any AI narratives… ETH itself will become an AI narrative. This is a huge part of my thesis for HMM as well as my other positions atm. I buy things I believe in and that I have no issues holding for extended periods of time. It’ll be obvious in hindsight.
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
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entry closes in 8 hours open fade →
@AwareNetGoose opened a fade on @rippinup on $PAID
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entry closes in 8 hours open fade →