Theses & replies
With the news of the SEC 5 year exemption of allowing tokenized stocks it’s important to note that companies can opt out of this exemption It’s nice to know Andrew supports tokenized HIMS and boner Hard money
Just got off the phone with Andrew. He said he’ll start tweeting about us once we grow a lil bigger Hard money
I do feel like there is a bit of “non-fungibleness” around these long coins that I haven’t felt w other coins In that the coins inherit the non fungibleness of the stock it’s paired with I.e there is only one hims company / stock, and there is only one relevant coin pair to hims (boner) And perhaps they can break free from the classic quick narrative meta cycles we’re used to w memecoins Bc stocks don’t have that issue as much It makes it feel more like collecting than trading Esp bc each coin feels a bit unique even tho all part of same eco And it’s all supercharged by a founder who’s completely aligned Gotta collect them all Hard money
The LONG ecosystem is showing strength on this pull back I wonder what happens next? Hard money
Vlad Tenev, CEO of a brokerage with 30M customers and 300B in equity volume last month, stood in front of a room of Goldman Sachs bankers today and talked about tokenized stocks & memes. and you sold your coins because of vibes. Hard money
The Hims CEO follows 8 accounts on X and one of them is bonercoin Seems like a pretty big deal to me Hard money
The Hims CEO follows 8 accounts on X and one of them in bonercoin Seems like a pretty big deal to me Hard money
BONER listed on Aster Up to 5x leverage https://x.com/Aster_DEX/status/2096965860405690670?s=20
My suspicion is other CEOs may try and play this game and interact with their memefi tokens First mover advantage and funniest meme is typically is hard to beat Hard money
HIMS CEO is about to capture all the attention and likely gets a press tour soon hard money
HIMS CEO is about to capture all the attention and likely gets a press tour soon hard money
I don’t understand the AMC stuff. They will dilute shareholders again and again. Maybe I’m wrong and I wish them the best Hard money
The TL;DR of my thesis: *The* memecoin of any cycle is the symbol of financial nihilism in that moment. With tokenised stocks being the zeitgeist, the best memetic equivalent of it is the one that’s the most absurd (crude enough to be newsworthy), yet with a mission that’s achievable. Hims is in a sweetspot where its meme can actually have an impact on its stock, <$10B (similar to gamestop, amc, etc.) + its stock community is large enough to accept it (100k+ people on reddit and twitter)
meme stock tokens are in the mist of generating insane attention boner will capture the most attention imo hard money
get farmed and play the crash game or comfortably hold your boner the choice is in your hands hard money
meme stock tokens are in the mist of generating insane attention boner will capture the most attention imo hard money
cnbc coverage tomorrow about AMC “and that’s not the only one Jim, there’s also this coin called boner? and I guess it’s hims too? i don’t understand this stuff” hard money
cnbc coverage tomorrow about AMC “and that’s not the only one Jim, there’s also this coin called boner? and I guess it’s hims too? i don’t understand this stuff” hard money
today, it's himshouse tomorrow, it's their team meetings next week, it's their leadership chat soon: boardroom, news outlets & your mom hard money
today, it's himshouse tomorrow, it's their team meetings next week, it's their leadership chat soon: boardroom, news outlets & your mom hard money
we are hovering right below 1% of HIMS market cap after just a few days… what will the headlines look like at 5-10%? 50%? hard money
we are hovering right below 1% of HIMS market cap after just a few days… what will the headlines look like at 5-10%? 50%? hard money
we are hovering right below 1% of HIMS market cap after just a few days… what will the headlines look like at 5-10%? hard money
hims podcast was great thanks Eric very interested to see the downstream effects from helping to expand tokenized equities what will attention look like in a week? month? year? hard money
Noticing Robinhood is attracting the ruggers and scammers seems like its focus on the good coins season hard money
study the old wif and fartcoin charts big pullbacks are healthy and expected hard money
Goosemanjones
@goosemanjones1
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