Older theses
Relevent, most relatable meme I have seen in a long time. Pokemon will be all the crazy for a while with the 30th anniversary set out.
https://x.com/Zcash/status/2098962159376244928?s=20 ????? below 10m????????
MOO is the NYSE-style opening auction primitive for on-chain equities, locking USDG and stock tokens to clear at the exact opening oracle price. It completely eliminates MEV front-running on new stock listings while capturing essential pipeline volume.
BOOM! https://x.com/mossvalemmo/status/2100577034485252303?s=46&t=X0JKVVJ_8ilpq_u11e4d9w
Adding some long-eco coins that are sub $10m mc 1. Highly memetic - Last cycle Fartcoin went to $2.6B mc at it's peak 2. A lot of overhang on AI infra plays in stocks right now especially after Hugging Face incident. I believe a pull back on AI stocks is viable especially if we see further regulation coming which is a lot of chatter that's happening rn. If AI stocks pull back, the next type of stocks that have most mindshare are the tech giants or these GLP-1 / Peptide coins. 3. When $AI on Longs launchpad starts to run again flow of money should rotate down to other higher quality memes. 4. Last fatcoin went to $30m mc. Currenetly at $2m mc and most top holders are all in some deep negative P & L. If this flips, I think and hits mindshare this could be a top 5 coin on Longs launchpad
Buy The Dip , When CATE Goes To 100M I Don’t Want The Weak Hands Crying, This Is The Time To Buy , CATE TO THE FUCKING MOON 🐈🐈🐈🚀🚀🚀🚀🚀
underexposed to popcat? buy and hold popdat for a fraction of the cost and stack popcat its dat simple
Moltbook (facebook), moltgram (instagram) and musepad is the only 3 project making sense in muse meta. Since both book & gram is meta product, and they need token launcher which is musepad. Don't think alexandr wang will interacted with other project which is not representing meta product
main runner for a rwa launchpad supported by CZ. The bnb cat we all been waiting for. The upside is incredibly high. This is a long term hold.
My thesis on PERPSPAD and why I bought in : STONK proves the market is willing to value a "meme plus trading" asset up to roughly $168M in market cap, which sets a real ceiling for what a token that durably captures attention on Solana can reach. Ember shows you can generate massive traction fast, 2,782 coins and $63M in volume in just 8 days, but its engine runs on fee redistribution and a gamified lottery, meaning it's pure narrative and community engagement with nothing that keeps generating value once the volume cools off. PerpsPad has a genuine structural edge here: every coin is backed by a real, on-chain verifiable leveraged position, so the engine can keep producing buybacks and burns even after the hype fades, as long as the perp stays profitable, which is a far more defensible model over time than a lottery. At only $5.6-5.8M market cap for $PERPSPAD versus $13.9M for EMBER and $168M for STONK, PerpsPad has mechanically much more room to re-rate if its mechanism proves resilient through a full market cycle. The bullish bet is that the market eventually pays a premium to the platform with the real economic engine behind every coin, rather than the one that just has the most viral narrative right now.
Moltbook (facebook), moltgram (instagram) and musepad is the only 3 project makig sense in muse meta. Since both book & gram is meta product, and they need token launcher which is musepad. Don't think alexandr wang will interacted with other project which is not representing meta product
The day people try to know who launched vibecoin it’ll go to billions over night.
If everything is down You hold If your coin is the only one down You sell If your coin is up while everything is down You buy more
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 →