fade we can't all be bullish, right?

Theses & replies

Mooncat$18.2K-22%

The real question is : is betting that "Moonshot supports this token" (seeing they listed it frame 1 + they tweeted they wanna trench a little) a good R/R. They hard support it and it's a 50x from here in a straight candle. Your choice. Moonshot is the entry to most normies.

23 likes
perpspad$24.6K+2.4%

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.

1 like

The vamp dropped to 290k to go to 2M. Imagine what will happen to us, the real one.

7 likes

Guys come on be serious. How can first deploy not be the right one ? It’s legit FIRST deploy.

5 likes

My thesis on this : Agent Wormhole is the only infrastructure play that sits at the exact intersection of two megatrends accelerating simultaneously: the mass deployment of autonomous AI agents and the tokenization of real financial assets, making it not a speculative bet on future utility but a direct security dependency for billions of dollars already moving on-chain today. The threat landscape they document is not hypothetical: three separately verified incidents in 2026 alone (Miasma, ChainDrop, Bankr/Grok) confirm that AI agents controlling wallets are being systematically exploited, creating a genuine and urgent demand signal that no competitor currently addresses with the same technical depth. The $WORM tokenomics are structurally sound, as every scan, verification, and payment guard call generates protocol revenue that flows directly into buybacks and burns, creating a feedback loop where product-market fit mechanically reduces circulating supply, a dynamic almost never seen in crypto security projects. Their x402 Guard is a genuinely novel primitive: by moving payment intent out of the model's context entirely and onto an immutable HTTP 402 channel, they have built a security guarantee that cannot be socially engineered or prompt-injected, solving the exact failure mode responsible for $175K+ in documented losses. The free-tier CLI, open-source Apache 2.0 codebase, and native MCP integration position Wormhole as the de-facto standard for agent security before any serious competitor has established a foothold, and first-mover advantage in infrastructure tends to be winner-take-most. As agentic trading matures through platforms like Robinhood's MCP and Arc's task-bound payment rails, Agent Wormhole becomes mandatory infrastructure rather than optional hardening, with every new agentic wallet in production representing a new recurring revenue unit at $0.015 per scan.

29 likes

Arc is an L1 blockchain built by Circle (company behind USDC). So USDC is directly linked to ARac + we are in a huge cat meta. This is obviously the main runner.

6 likes

ulTRA_folle

@ulTRA_folle

Full Port·Member

nothing much. just a regular guy trading memes.

383 Followers 72 Following Joined Aug 2026

Trades
175
Swaps
487
Volume
$1.3M
Avg hold
1.8d
Total PnL
+$162.8K

Top closed

Updated 10h ago

131 closed · top 5 by realized PnL

  1. embercurve closed Sep 16 · in $42.2K +$118.8K+281%
  2. $RSRV closed Sep 7 · in $4.2K +$16.8K+402%
  3. microduck closed Sep 2 · in $5.7K +$6K+106%
  4. Tolly closed Sep 16 · in $18.2K +$4.9K+27%
  5. microduck closed Aug 30 · in $2.2K +$4.1K+186%

Active holdings

Updated 11h ago

$86.7K total · 24 tokens

  1. Cate Solana · Sep 15 #1
    Value $37.8K 568.1K CATE
    Profit +$229+0.3%
  2. perpspad Solana · Sep 17 #2
    Value $21.9K 3.3M PERPSPAD
    Profit -$2.1K-8.7%
  3. Agent Wormhole Robinhood Chain · Sep 16 #3
    Value $14.8K 6.3M WORM
    Profit -$157-1.0%
  4. 1000X Robinhood Chain · Sep 17 #4
    Value $5.2K 7.2M 1000X
    Profit +$299+6.1%
  5. Darkwoods Robinhood Chain · Sep 16 #5
    Value $4.2K 12.3M DARK
    Profit -$2.4K-36%

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.

Fades on @ulTRA_folle's calls

This trader hasn't claimed their fade.ac account. These are bets on whether their calls play out.

calls resolved
none yet
played out
live fades
0
points at stake
0

No open fades right now.

On fomofeed

Theses
14
Replies
0
Tokens
5
Avg position
$19.4K
Median PnL at post
+2.4%
Last thesis
8h ago

Chains

  • 6
  • 3
  • 3
  • 2

Most posted tokens

Profile updated 3h ago

Fades on their calls

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