Paid

I just don’t see a world where this doesn’t explode all over social media over the next few weeks, you’ll have a bunch celebs people getting lump sums of money and questioning why and going to social media to talk about it, this is an insane snowball waiting to happen, and you’re already seeing it with Elon, wait until every single random creator starts to get hit with random deposits. Can you imagine if biketyson was actually paying Mike Tyson? My god this is endless

Elon Coin$33K+231%

I heard Elon is in a good mood

Elon Coin

Imagine selling this coin under 10m… idk, the rich get richer I guess

Elon Coin$24.4K+145%

Honestly… the more volume this coin does the higher of a chance Elon actually acknowledges it.

Elon Coin

Total degen gamble. But I think there’s a possible narrative here. Elon briefly became the first $1T man. What if $ELON’s entire mission is getting him back to 13 figures? Basically MrBeast trying to push PewDiePie past T-Series, except we’re trying to push Elon back to $1T. And the fees literally go to him, maybe he interacts…

Hypurr

I think $PURR sitting at ~$7M is insane. I’ve spent the better part of two weeks hunting for genuinely mispriced asymmetric bets, and this is the first one I’ve decided deserves a full 1% position. The thesis is simple. $PURR has a similar yield/reward concept to $ZCAT, except the yield is higher, and it’s built around Hyperliquid, an ecosystem with substantially more economic activity than Zcash. Bitcoin / ETH weakness can absolutely drag it lower. This isn’t isolated from broader crypto liquidity, and if BTC/ETH continue selling off, $PURR probably sells off with them. I view that as an opportunity, not an invalidation of my thesis. Once we enter a proper risk-on crypto market, I struggle to see how something with this positioning remains a single-digit-million-dollar asset. Nine figures is the minimum outcome I’m underwriting if the thesis plays out. We already have the proof of concept in $ZCAT. I just think $PURR is the better coin at a fraction of the valuation. I plan to buy more if btc continues to sell off Good luck guys.

Knot

Ok. Now for a real thesis. $KNOT is the most mispriced launchpad bet I’ve seen on BNB. Start with the team. Multiple doxxed devs with backgrounds across Binance, Jump Trading, NEAR, Rocket Lab and Faculty, plus serious ETHGlobal credentials. Then look at what they’re actually building. KNOT isn’t limited to launching another wave of memes. Tokens can be paired against BNB, stablecoins, other memes, tokenized stocks and RWAs, opening up an entirely different design space for launches. And this matters because launchpads ultimately become infrastructure businesses. The winners need to ship constantly, handle massive volume, attract developers, secure the platform and keep expanding the product. That’s where my view on $EMBER and many of these early Competing launchpads changed. I bought 1% of Ember around $3M because I immediately saw the potential. I still think it can do well. But after seeing both projects develop, I simply cannot put the same long-term valuation on a largely one-man operation with serious key-person risk as I can on a team with KNOT’s depth and technical background. That’s also why I think Uni just made a grave mistake putting ~$300K into Ember. Not because Ember is bad, but because I genuinely think ember cannot scale to what’s needed to make a positive EV investment. If I’m betting on which one can eventually scale into a hundreds-of-millions-dollar platform, I think $KNOT has the better team, broader product, lower execution risk, better branding, better meme potential and bigger opportunity. Good luck guys.

perpspad

think $PERPS at $4-5m is pretty badly mispriced the interesting part isn’t the launchpad itself, it’s the flywheel every launch generates fees → 50% builds the perp position, 15% goes to creators, 15% buys/burns the child + 20% goes to treasury which supports $PERPS buybacks/burns so more launches = more volume + more OI + more value flowing back into the ecosystem they’ve already done millions in perp volume without producing a single real breakout child yet if they start printing $1m+ launches while this flywheel scales, don’t think $PERPS can stay a $5m coin for very long