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.
Theses & replies
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.
The vamp dropped to 290k to go to 2M. Imagine what will happen to us, the real one.
Guys come on be serious. How can first deploy not be the right one ? It’s legit FIRST deploy.
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.
First bounce. Before running to 20M+ it usually bounces 3/4 times in this range.
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.
ulTRA_folle
@ulTRA_folle
Full Port·Member
nothing much. just a regular guy trading memes.
- Trades
- 175
- Swaps
- 487
- Volume
- $1.3M
- Avg hold
- 1.8d
- Total PnL
- +$162.8K
Top closed
Updated 10h ago131 closed · top 5 by realized PnL
- embercurve closed Sep 16 · in $42.2K +$118.8K+281%
- $RSRV closed Sep 7 · in $4.2K +$16.8K+402%
- microduck closed Sep 2 · in $5.7K +$6K+106%
- Tolly closed Sep 16 · in $18.2K +$4.9K+27%
- microduck closed Aug 30 · in $2.2K +$4.1K+186%
Active holdings
Updated 11h ago$86.7K total · 24 tokens
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Cate #1Value $37.8K 568.1K CATEProfit +$229+0.3%
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perpspad #2Value $21.9K 3.3M PERPSPADProfit -$2.1K-8.7%
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Value $14.8K 6.3M WORMProfit -$157-1.0%
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1000X #4Value $5.2K 7.2M 1000XProfit +$299+6.1%
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Darkwoods #5Value $4.2K 12.3M DARKProfit -$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.
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
- UpSideDownCat 6 theses
- Genius Cat 3 theses
- Mooncat 2 theses
- Agent Wormhole 2 theses
- perpspad 1 thesis
Profile updated 3h ago
Fades on their calls
all →No fades on their calls yet.
