Older theses
For those who knew xdev back during the $XVIX era, you know very well what he's capable of. If you think he stepped away from his position at GMX (a multi million $ revenue protocol) just to build a simple community platform, you're incredibly naive. $ZZZ to $1.
MIKE NOVOGRATZ JUST FOLLOWED $WRESTLER https://x.com/altcoinist/status/2099148232815223243?s=46&t=W_tekLbeCHmf2pe7LmE7kA
New team, new heights We have a new team managing x acc now Hoodie coin to $10,000 !
Ppl haven’t realized that $PRISM was launched on @flapdotsh It’s the best Robinhood Chain play for exposure to the Binance ecosystem, backed by Flap. https://x.com/hash_hopes/status/2099143819816321040
Ppl haven’t realized that $PRISM was launched on @flapdotsh It’s the best Robinhood Chain play for exposure to the Binance ecosystem, backed by Flap. https://x.com/hash_hopes/status/2099143819816321040
tyler going to be onboard whale friends - https://x.com/tylerdurden/status/2099144664167350772
It is what it is guys, my conviction is so strong on this. Market will do its thing on the inefficencies of this coin, then later, we can go to billions
Arbitrum Robinhood and Solana all tweeted “Vex It!” at launch Could have been some weird paid promo that couldn’t have been worth it to any of the chains, or could be something. Been holding this one a long time.
https://x.com/konstantinsebeo/status/2099140870201074033 head of crypto is following send this to 10m with haste
the head of crypto of VISA is following FAB https://x.com/konstantinsebeo/status/2099140870201074033
Dynamic bonds are now live, we have also ramped APY up to 2400%+ https://x.com/nukesfun/status/2099139433299931456
UPDATE: The valuation gap still makes no sense. $Index : 27M market cap CA: 0x56910D4409F3a0C78C64DD8D0545FF0705389870 $BACKED : ~500K market cap CA: 0x7168563B0E70124f0C7c0cF2F13a8D1861BAf4A5 That’s a 54x valuation gap. Both are playing the tokenized stocks / RWA narrative on @RobinhoodCrypto. But the models are completely different. $INDEX distributes stocks to holders. Holders receive the assets, sell them, and that value leaves the ecosystem. $BACKED does the opposite. The tokenized stocks accumulate inside the treasury and stay there, currently around 230 K usd At a 500K market cap, that means roughly 50% of the entire valuation is already represented by treasury assets. And the important part: That treasury is designed to KEEP GROWING. Every buy/sell and activity generated through the Prediction Market and Perps DEX can feed additional value into a treasury of tokenized stocks backing @isBacked_ More volume → more fees → more stocks in treasury → higher intrinsic backing. And if those underlying stocks appreciate? The treasury grows even without additional trading volume. Now think about scale. Last month $INDEX did roughly $30M in daily volume when @vladtenev followed the account. At $30M volume, a 3% fee would represent 900K. That is almost 2x $BACKED’s entire current market cap in ONE DAY. This is where the asymmetry gets crazy. @isBacked_ has already shipped: • @Uniswap v4 Hook • Governance to vote on which stocks the treasury buys next, powered by @rialto_xyz • Perps DEX powered by @Lighter_xyz • Prediction Market Four products. Multiple potential revenue engines. One accumulating treasury. And yet: $INDEX → 27M $BACKED → 500K 54x valuation difference. I’m not saying $BACKED deserves to trade at the same valuation just because $INDEX does. I’m saying the market is currently valuing a protocol with an accumulating RWA treasury and multiple revenue streams at 1/54th of its closest narrative comparable. At 500K, with 230 k already sitting in treasury assets, I know which side of that risk/reward I want to be on. The market eventually reprices asymmetry.
will continue to monitor delta and add more if we get near 7m mc but this is a way more comfy hold than holding memes (who all realistically go to zero in the end) also notice how buyers quickly stepped in on this most recent dip. there’s demand for delta. this is the hard part. patience.
Make FOMO read this; lets help eachother! $Strategy checks all the boxes to get verified! Lets do it!
Please keep selling this 7.9m marketcap token with 100m ARR potential, thank you.
Doge will be going to the moon soon, it's only fair that mooncoin goes to the doge, on the moon?
Listened to MOO dev livestream and bullish on the roadmap. More memory stock pairings coming, and lofty goal to become the liquidity layer for those stock pairings. Backed by Natan personally, great sign. Lots of retail traders on memory stocks, personally know one. This would be the first pair that can onboard this cohort.
MoneyAttractor sadly he has 5.5% of the supply, I had plenty of my firends who didnt buy gme just because of Aurelius man. Maybe coin can go at 10M mcap, but dont expect robinhood or any other exchange to list us with one dude holding more than 5%. Thats just a fact man
Pump up the jam, pump it up While your feet are stompin' And the jam is pumpin' Look ahead, the crowd is jumpin' Pump it up a little more Get the party goin' on the dance floor See, 'cause that's where the party's at And you'll find out if you do that
Bullish buybacks from the dev This play will be so fuckin obvious in the VERY near future
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 10 hours open fade →
@AwareNetGoose opened a fade on @rippinup on $PAID
entry closes in 10 hours open fade →