my FULL $BREW thesis (read this): Robinhood has Pons. Solana has Stonk. BNB could have Brew. and when you compare valuations, ~$8m for $BREW looks interesting next to ~$690m for Pons and ~$200m for Stonk. but the thesis isn’t just “other launchpads went higher.” Brew is infrastructure. it gives creators and communities a place to launch tokens on BNB and pair them with BNB, stablecoins, memes or tokenized stocks. that matters because the stock-paired meme meta is only getting started. a meme doesn’t have to trade against stables anymore. it can trade against a stock token. another meme. BNB. or multiple assets. Brew is building around that exact trend. this is where the Pons comparison gets interesting. Pons became one of the defining pieces of infrastructure for Robinhood Chain. if Brew captures even a fraction of that mindshare on BNB, the current valuation starts looking very different. BNB already has what most ecosystems are desperately trying to build: users. liquidity. memecoin culture. distribution. Brew doesn’t need to create BNB season. it needs to become one of the places where BNB season happens. that creates the flywheel: more launches → more communities → more volume → more attention → more creators → more launches. then look at the chart. $BREW already proved it can attract serious attention with the first expansion toward ~$30m. then came the brutal flush. normal for a fresh launch. but Brew didn’t disappear. price spent time rebuilding around the ~$4m-$8m region. 12k holders are still here. and now the chart is starting to wake up again. that’s much more interesting to me than chasing the first vertical candle. if this becomes real accumulation, ~$10m-$12m is the first area i’m watching. reclaim that and the previous expansion zones become relevant again. after that comes the bigger question: what valuation does the market give the BNB launchpad that actually wins? because if Brew genuinely becomes to BNB what Pons became to Robinhood or Stonk became to Solana, comparing it forever with random $8m tokens makes no sense. you start comparing ecosystems. obviously this does NOT mean $BREW automatically goes to $200m or $690m. it’s young. competition is brutal. Brew still has to prove sustained usage, volume and product-market fit. that’s the risk. but that’s also the asymmetry. if Brew fails, it remains another small launchpad. if Brew wins? $8m probably isn’t the valuation people will remember. Pons showed what happens when infrastructure becomes part of a chain’s identity. Stonk showed how aggressively this category can be valued. now i’m looking for the BNB version before everyone agrees on which one it is. and right now $BREW is one of the clearest candidates on my screen. BNB has the users. BNB has the liquidity. BNB has the memes. now it needs the launchpad people identify with. something is brewing. https://x.com/dancrypto/status/2097713944601506139?s=46
Older theses
look at the pons chart look at the stonk chart then look at the brew chart and build your conviction
i've sold PONS after the first big drop... biggest regret this cycle this is the second chance
Meme Ranking Dashboard is now live! The Top 3 memes at the 11 Sep snapshot will unlock $400K worth of $BNB for their holder communities 👇 WE ARE NR. 3 ON THE LEADERBOARD. That means the only thing you need to do is to hold, and you have a chance of getting airdropped BNB simply by HODL. I like the memestock
memestock represents the whole meta crypto is running at the moment - memestocks look at the holders and the positions should give you confidence
someone clipped $50k good to have him out at these levels let him buy back higher
when you’re looking at CT one word is creating the biggest noise: stock-paired memes in other words: memestocks this one here you can’t compare to others look at the holders on fomo most comfy hold
with all the motion around AMC/GME you think this will not moon? 50-100m this week!
a boomer ceo is freakin out because memestocks coming after his company memestock is the meta
happy memestock ath! Crazy pump above 10m, and we haven't even started yet. binance alpha + binance spot is the goal
the whole market is talking about ‘memestocks’ right now, so how tf can you fade THE memestock? primed for more
PONS is pushing the whole narrative, BNB is pushing the narrative, the whole market is pushing the narrative. YOU NEED MEMESTOCKS! 🫵
memestocks are not only a short-term hype, it’s the future so instead of looking which memestock you can buy, just buy THE memestock
Marscoin getting listed on futures CZ might start to pump the eco soon lets lock in on memestock 30-50m this month
BIG WEEK! Featured on Yahoo Finance: https://x.com/dancrypto/status/2094294253048308183?s=20
Binance just added $GMEB to its bStocks Spot Rebalancing Bot. Now imagine you receive GMEB just for holding memestock? makes sense right?
3M IS THE NEW FLOOR. Conviction Capital CTO and backed by the #1 clan on fomo. Still fading? Grab a bag and wait. Patience is all you need
Dan
@dancrypto
Conviction Capital·Member
sometimes you win. sometimes you lose. 3-6-9
- Trades
- 2K
- Swaps
- 2.1K
- Volume
- $1.2M
- Avg hold
- 1.5d
- Total PnL
- +$142.1K
Top closed
Updated 54m ago614 closed · top 5 by realized PnL
- Cate closed Aug 3 · in $126.5K +$39.1K+31%
- Boner Coin closed Sep 9 · in $21.4K +$11.7K+55%
- GameStop closed Sep 5 · in $3.5K +$8.7K+253%
- BUDDY closed Sep 8 · in $2K +$7.6K+379%
- $IF closed Aug 26 · in $8.6K +$6.7K+78%
Active holdings
Updated 1h ago$107.1K total · 67 tokens
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Cate #1Value $26.2K 402.7K CATEProfit +$25.1K+27%
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BREW #2Value $23.2K 3.5M BREWProfit -$6.1K-17%
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USDC #3Value $17K 17K USDCProfit —
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memestock #4Value $15.6K 7.1M memestockProfit +$8.6K+123%
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loom #5Value $9.5K 7.9M LOOMProfit -$8.7K-48%
Value at the latest price. PnL is realized + unrealized on the current position, and % is of the amount invested in it. "—" means fomo has no entry price, so PnL can't be worked out.
On fomofeed
- Theses
- 95
- Replies
- 0
- Tokens
- 4
- Avg position
- $17.9K
- Median PnL at post
- +111%
- Last thesis
- 2h ago
Chains
- 92
- 2
- 1
Most posted tokens
- memestock 52 theses
- BREW 40 theses
- QuotronStrategy 2 theses
- Stupid Inu 1 thesis
Profile updated 2h ago

