Older theses
Thesis TL;DR: Tokenisation + RWAs are clearly the meta of this cycle. Within the meta, this is the most absurd, newsworthy representation of it. Considering there’re other coins worth a lot more, yet get mentioned a lot less in articles, podcasts, and the confluence of holders in general: makes it the obvious symbol of financial nihilism for the cycle, which makes it the de-facto memecoin of the cycle. For reference, the symbol of financial nihilism last cycle was fartcoin. During dips like this, a result of macro, and nothing to do with the coin (look at everything else), it’s important to remember that periods of flaccidity create distribution. Distribution of liquidity helps in further erections. Going to state this again: Take away the stock, it’s a >$100m meme. Add the stock, it’s a >$500m meme/stock. Add the CEO’s acceptance, it’s a >$1B pair. Add the Hims community + Squeeze™ narrative, it’s a $6.9B mission. Once in a cycle type of play.
There is no other token with this flywheel. All spcx paired tokens on Anon goes thru mooncoin
It only takes one runner for this to 10x. I hope to see some arcus news dropping soon - this whole thing about to melt up
Team is building something genuinely unique in the space, and their initial findings report landed yesterday - with no high-severity vulnerabilities found. Bullish as it suggests the tek works and isn’t a larp. https://x.com/parestocks/status/2099087816559124718
lol, y’all really shouldn’t trip about pika trimming his position, some people don’t like to add funds to their portfolio, so they rotate a small portion of funds from tokens they’re already in profit in if they want to buy new tokens. (Saves the trouble of always adding money to your portfolio when you can just rotate the funds round) He always ends up buying more than he sold so it’s gucci. :) Bullish
Audit coming + mainnet https://x.com/notesystems/status/2099187839372067007?s=20
This is the type of coin you just buy more on dips (I have outside of my FOMO challenge wallet). Genuinely the best R/R on RH at that market cap.
On the squeeze front, there’re clearly only two candidates, and as I was deciding what to cut and keep in the port, one thought did it for me (still hold both, but I’ll only be backing one now). AMC: pump the stock, make the CEO that hates you richer. Boner: pump the stock, make the first CEO that supported tokenisation richer. While I don’t care about making either richer, the squeeze would be the funniest using something called boner. A statement, if you will. Even with two billionaires fighting it out publicly, boner has made it into more articles and more podcasts than meme has. I.e. newsworthy.
I took some profits (as you always should) but I am ready to buy the dip if it happens
I think stockback is easy enough for normies to understand and the kind of thing vlad would love to see RWAs used for
A pure meme is the greatest moat; it has no dependents and no expectations. Cat szn
Tech dev currently live on space fully doxed with camera. Send this to 100M asap zulu
Just remember how the launch went. Solid the launch then quiet for several days. And then exploded. Don’t forget that Robinhood has their eyes on this project.
I think this is going to be the biggest onboarding tech for crypto all on robinhood chain The fly wheel
What comes next alongside AI? Quantum. LONG https://x.com/watchingmarkets/status/2099221747065049432?s=46
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 11 hours open fade →
@AwareNetGoose opened a fade on @rippinup on $PAID
entry closes in 11 hours open fade →