https://x.com/schiffygld/status/2100619983462044075 pumpfun verified already. wen fomo verification?
Older theses
If you’re not max bidding RWA infrastructure after the CFTC backed tokenized assets, what are you doing? $PRISM is the most mispriced opportunity in the Robinhood ecosystem. DO YOUR RESEARCH.
Arc's money didn't leave. It's standing still on the chain. Last night I watched Arc volume fall all day. $10M an hour at 2am, $800K by evening. Down 90%. Everyone said the heat was gone and the money rotated to other chains. Then I checked one number: USDC on Arc. Two and a half days ago it was $4.5M. Now it's $640M. In the last 12 hours it moved 0.5%. Volume down 90%. Chips down 0%. The money never left. It's waiting. Other chains? Prices bounced. SOL, TAO, FET, WIF all up 4 to 10%. But DEX volume only grew on Solana. BSC and Ethereum volume is still shrinking. STONK is the clearest case: daily revenue down 60%, price up 40%. Price up with flat volume means money is parking, not working. Parked money doesn't stay parked. Arc says it's not a meme chain. Their product lead literally wrote "Not RWA. Not memes." the next day. She is also the one who posted the dog named Duke. And the ARC token has been minted, 10 billion of it. In her own words, the injected liquidity could be significant. So my read is simple. $640M sitting on a chain doesn't sit forever. When incentives land, or one golden dog pulls attention back, it all moves at once. Chains have staged this comeback many times. The quiet right now is the finger resting on the trigger.
We gonna be Biggest Holders of Spcx just for believing in Anons
Normal consolidation, tax was 5% both ways earlier and now has been reduced. Still there is a big bundle, they will gradually reduce and eventually we should move. Lore is amazing and I see it flying shortly. Laspana
https://x.com/Stonk10onSF/status/2100620461600018800?s=20 NEW SITE IS FIRE
Long coins with good socials have been a winning formula. No SPY runner on long yet either. IN()VEST
BREAKING: 🇺🇸 THE SEC JUST ANNOUNCED THEY WILL ALLOW STOCKS TO BE TRADED ON-CHAIN THE WHOLE FINANCIAL SYSTEM IS MOVING TO #BITCOIN AND CRYPTO THIS IS ABSOLUTELY HUGE
BREAKING: 🇺🇸 THE SEC JUST ANNOUNCED THEY WILL ALLOW STOCKS TO BE TRADED ON-CHAIN THE WHOLE FINANCIAL SYSTEM IS MOVING TO #BITCOIN AND CRYPTO THIS IS ABSOLUTELY HUGE
I buy $USDC, and whenever I get rewards, I use them to buy even more $USDC. That’s the true UpsideDownCat $USDC flywheel.
This Cycle is just getting started. It’s really important that you go all in here and HODL. There will be multiple nine figure runners. ALLINU will be one of them. 
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 1 day open fade →
@AwareNetGoose opened a fade on @rippinup on $PAID
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entry closes in 1 day open fade →