Older theses
Grail followed by: @cuySheffield (Head of Crypto at Visa) @Natan_benish (co-founder of LONG) @1confirmation (crypto-focused venture capital firm) Probably nothing. 👀
When I held Fartcoin & popcat to billions we went through several drawdowns of 80-90% This reminds me of that moment. Load up zone
Nothing beats the distribution, backing, and vision behind robinhood chain. Staying LONG while others chase quick trades on chains without a 20M+ customer retail platform actively pushing tokenization onchain. I just can't see how arc coins are better than the stock/meme narrative on a chosen launchpad with dynamics like this. I will accumulate dips in my LONGfolio RR through rotation only gets more solid.
$130,000 in reserve, market cap is also 130 it smells like an undervaluation of the asset. https://x.com/JTMarlinTrade/status/2099960389144326478
https://x.com/RobinhoodApp/status/2099850129817649277 your targets are not high enough
Mooncoin launched by an anonymous Dev with 10-24.99k followers on X, followed by Solana & Polymarket. Wonder who it could be? Hmmmmm M👀N
我目前非常看好 $PONS,因为我开了 Long 仓,并且认为它很快会达到 $10B 的市值。 另一个让我感觉 PONS 团队正在为其拼上关键拼图的项目,就是 $CME。 $PONS 是一个涵盖各种代币、包括股票的 Launchpad。 而 $CME 则是专注于大宗商品及其他 RWA 资产的 Launchpad。 我认为它很可能会成为下一个 PONS。 1. 两者的平台愿景非常相似:都选择在 Real World Chain 上发展,并聚焦 RWA 配对与交易。 2. 从价格走势图来看,PONS 和 CME 的走势与做市方式也非常相似。 3. 还有一个让我发现这个 Hidden Gem 的细节:PONS 的创始人关注了 CME。你很少会看到他随便关注别人。 这就是为什么我还在持有并持续加仓,因为我认为 $CME 的市值应该达到 $100M,甚至更高。
All time high of 50M on Anthropic IPO day , 100X from this entry, grap a bag now
We need everyone to help raid, repost and spread the narrative. We all gotta bag work
Bear case is if volume dries up, but adoption should be easy with discounted inference if you look where we’re headed. Agent builders, AI devs, etc. Stakers + customers win.
make a thesis in the other coin that this is the OG i think we're gonna see something huge tomorrow if you haven't bought already, now's the time
Paging DumbCrayonEater... Board Ship? Box Sit? https://x.com/BOXYboxcat/status/2099977109087109213?s=20
This dev created the meta That means he going to nurture this crazy innovative idea to the 100Millions And you can tell the chart on Paid is a farm But dyor nfa Also paired with with USDG
https://x.com/Natan_benish/status/2099942202483057064 Long againts bundled/inorganic community. Coast is clear. iValhalla
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 1 day open fade →
@AwareNetGoose opened a fade on @rippinup on $PAID
entry closes in 1 day open fade →