My $FUGUI thesis is actually very simple. $10M = Ozzy meme $30M = PONS founder meme $100M = PONS / RH Chain cultural meme $300M+ = global RH ecosystem meme Robinhood listing is NOT my base case, just the biggest optionality. The interesting part is that FUGUI is still being priced like a tiny Chinese meme. If the market eventually sees it as part of the Ozzy + PONS lore, that’s where the real re-rating begins. PONS → Ozzy → FUGUI. That’s the bet.
Theses & replies
Jinx
@Jinx0ppmr
I am zhibo
- Trades
- 11
- Swaps
- 21
- Volume
- $66.4K
- Avg hold
- 1.2d
- Total PnL
- -$22.3K
Top closed
Updated 20h ago2 closed · top 2 by realized PnL
- The Knower closed Sep 15 · in $597 +$509+85%
- STONK closed Sep 15 · in $30 -$2-7.2%
Active holdings
Updated 20h ago$30.7K total · 4 tokens
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富贵 #1Value $23.5K 10.9M 富贵Profit -$17.4K-43%
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Value $6.9K 12M JacobProfit -$5.4K-44%
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USDC #3Value $228 228 USDCProfit —
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Value $0 0 USDGProfit —
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
- 3
- Replies
- 0
- Tokens
- 1
- Avg position
- $19.4K
- Median PnL at post
- -53%
- Last thesis
- 20h ago
Chains
- 3
Fades on their calls
all →No fades on their calls yet.
