Privacy coins: ZEC, ZAMA, NEAR, STRK are doing well There is absolutely no reason FOLD cant do the same, its already listed on Upbit, Bithumb and Kraken anyway
Theses & replies
SEC APPROVES TEMPORARY, CONDITIONAL EXEMPTION TO ALLOW LIMITED TRADING OF TOKENIZED STOCKS ONCHAIN: SEC https://x.com/treenewsfeed/status/2100569668188565830
Walk up the wall of worry Clarity Act not passing and rate hikes, but coins all unfazed MOOn that!
People forget about this: https://x.com/VitalikButerin/status/2059962457297215563
Someone twap $150k into FOLD today https://debank.com/profile/0x47d579fe2962cca1f2936b30be1981eae391b1fe
FOLD listed on GATE today, team still actively having conversations with CEXes to list their token Will monitor, mindshare definitely not on Privacy/ ETH eco at the moment, but it can change in an instant Reminder that they have a live demo with Ethereum Foundation 14 Oct 2026: https://x.com/theInterfold/status/2094526239063093756
Moo retracing, some thoughts - Early buyers took profits at $44m naturally, this is the normal 60% meme retrace that has to happen for change of hands - Arc chain by Circle launching, definitely will vamp attention and liquidity - Memory stocks slow down due to OpenAI and Anthropic publicly calling for AI development slowdown, think about it does that make sense? This is an arms race between nations, no way governments will let their labs slowdown - After we clear the FOMC, Clarity act, rate hike then we should be in a better position, buying here is a buying the confirmation of bullish markets btw Risks - Ceilings for memestocks is capped as the narrative now is getting stale and somewhat forced - There is AI that is taking the most attention and liquidity, people see AI as not only a meme but also a Long token proxy. So MOO is somewhat left in no-mans land (can argue that MOO is the ETH of the Long eco) DCA-ing in , urge everyone to manage their risks this week
- Vitalik hardly ever shills a project except talk about ETH + he aped 16ETH into the auction itself. But let's not index too much on this Narrative wise, it has private voting, sealed auctions, and sensitive data computations in their Interfold network Why price dump: ETH Whales and degens are going to Robinhood to play, they postponed the call with the EF of which every trader was waiting for and people took profits from the Upbit/Kraken listing -> all are expected A question: did the fundamentals change before this week? If no then be prepared for some drawdowns and volatility.
Seems like the live demo with Ethereum Foundation has been delayed to October https://t.me/enclave_e3/6781 Still holding on to the bags, privacy is still a meta and this is a very cheap token that is listed on Upbit + backed by Vitalik
Bullish cases: - Vitalik's ZEC or Aster + he invested 16 ETH into the Auction (pre TGE) and actually tweeted about this project (v rare) - Privacy as a sector has become sexy again, obv led by ZEC (and they even have an ETF now) - It is indeed an Upbit coin that is at 100m FDV/ 32m MC Catalysts - Binance, Coinbase listings - Another Vitalik shill? (Ethereum Foundation has a live demo next week) - Team to demonstrate that their tech works (and not larp vapourware) - Get protocols/companies to use their tooling for governance / other use cases Team is transparent with tokenomics: https://docs.theinterfold.com/tokenomics (investors are all fully vested so no future overhang)
AwareSheerPerch
@AwareSheerPerch
- Trades
- 269
- Swaps
- 1.1K
- Volume
- $4.8M
- Avg hold
- 18.1h
- Total PnL
- +$290.7K
Top closed
Updated 18h ago202 closed · top 5 by realized PnL
- The Interfold closed Aug 23 · in $103.2K +$95.1K+92%
- Boner Coin closed Sep 1 · in $216K +$80.3K+37%
- STONK closed Sep 6 · in $67.6K +$40.8K+60%
- STONK closed Sep 8 · in $29.9K +$24K+80%
- $CTO closed Sep 8 · in $37.2K +$23K+62%
Active holdings
Updated 18h ago$316.3K total · 21 tokens
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Value $166.8K 7.1M MOOProfit +$16.3K+11%
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Value $140.7K 2.3M FOLDProfit -$53.2K-26%
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Value $5.9K 15.6K AIProfit +$1.1K+22%
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Buttensor #4Value $2.7K 5.3M BUTTProfit -$29K-91%
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Value $33 0 ANTHRPProfit —
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
- 12
- Replies
- 0
- Tokens
- 2
- Avg position
- $148.4K
- Median PnL at post
- -15%
- Last thesis
- 5h ago
Chains
- 9
- 3
Fades on their calls
all →No fades on their calls yet.
