fade we can't all be bullish, right?

Theses & replies

@RugDalio Top Trader
ALLINU$486K+760%

The Solana, Raydium, StonkFun, and JTX X accounts all tweeted about Allinu yesterday. The X timeline is simply electric because people have a fun meme to rally behind. One that actually makes sense and resonates with billions of people around the globe. “All In” is something done people say in every language and do in every culture. It is simply the greatest ticker to ever be inscribed on any blockchain. In order to be ballin, you must be allin. ALLINU.

58 likes
@RugDalio Top Trader
Bundle Cat$142.2K+110%

We have a cash flow machine through proprietary benevolent bundle technology funding our Agentic Liquid Funds (ALF). The ticker is $BUN. Mosh soon. Bun Mode.

8 likes
@RugDalio Top Trader

I’ll restate: $100M mc and I rent a dragon to bang a car Rugged after the first time I offered But CTO team has been GOAT’d Who knows

12 likes
@RugDalio Top Trader

(Too long, rest of post is below) $ALLINU Pt. II: In Order To Be Ballin, You Must Be Allin Important: the Allinu simply doesn't need complex narratives to run to $1B. However, there is plenty which will help to take him much higher than that. Any time you hop on CT, you can find countless people doing mental gymnastics, trying to sell others on how their meme is the next $WIF, $Bonk, $POPCAT, $DOGE, etc. @R89Capital made a post last night, which made me realize, that unironically, $ALLINU is precisely the meme which everyone says their (insert bag) is. However, I personally don't believe that it is the next anything. It is irrefutably in a class of its own. Allinu resonates with everyone, simply because it embodies the spirit of us all. At its core: it's a dog, who goes all in. That's simple enough for everyone to understand, which is of utmost importance for a meme to break through and become a $1B runner. But there's also layers to this shit. Layers which breed narratives, which lead to catalysts, which push it higher than most meme's could even fathom. Most importantly, memes are supposed to be fun, they're supposed to be something for everyone to rally behind, for everyone to to bag work. Time and time again they have played a key role in generating interest for crypto. We need that. In what was supposedly our darkest day yesterday, something else happened. You saw people, both old and new, from across various changes, begin to rally behind something which wasn't simply manufactured by a corporation but rather a serial deployer who, after 162k launches, had a purely good meme. Who full stacked their dev bag on launch, but ran up, ultimately rugging on a number of people that bought the top. Random people who had never met prior started DM'ing, created a group chat, and bag worked their way out because they liked the meme. We finally have all the makings of the meme everyone says they aspire to pull people of the the trenches and help generated interest in our space again.

161 likes
@RugDalio Top Trader

As I said, what's best about Allinu, is that the meme itself has the best chance of being a $1B+ runner. But there are other things which could take us much, much higher. This is not an exhaustive list, but let's dive in. 1) Both @LaunchOnSF, and stock pairs in general, are in the spotlight and I think this will be the fastest area of growth across crypto. @solana / @SolanaFndn are both chips in with this, not to mention @RobinhoodCrypto / @vladtenev & Co., which brings about confluence. $ALLINU just so happens to be paired with @DraftKings, and in this rare case, the meme is the primary and the stock plays a supportive secondary role given it supports the gambling, degen narrative. $ALLINU uses the 1% trading fee from volume to purchase $DKNG and distribute it to holders of $ALLINU This causes volume to spike for Draft Kings, which will undoubtably be recognized, but also enables holders to sell the $DKNG and buy $ALLINU, driving the price even higher. Recognized by who you ask? Draft Kings? Well, yes, but also @mattkalis (co-founder and the board of DK), who just so happens to be one of us. The man not only has a @fomo account and is ofc highly interested in gambling of all sorts, but something else which is very interesting: He acquired a 49% stake in, and is CEO of @HARDSCOPE (previous FaZE), and there are countless members who are just like us, including @Banks who just so happens to have one of the hottest shows in crypto / investing. What else? Well, @solana recently became the primary sponsor of @WSOP This one is self-explainable, but just realize how many people across the world *love* poker and what this meme is all about. As I said, there are many other factors at play here. But of utmost importance: 1) The dog goes all in. 2) Countless people, new and old, from different chains, from whales to folks brand new to crypto (founder of @OldRowOfficial downloaded @fomo and bought last night), are all rallying around a meme. And having fun doing it. Push. The. Chips. In. ALLINU.

26 likes
@RugDalio Top Trader

$ALLINU Pt. I: We're All Allinu Posting a lot about this low-cap coin, so going to expand my thoughts on this one. I've been saying for a while now that simple narratives will be the winners right now, which as continued to play out This being the most simplistic of all is a large reason why I'm bullish We're going to keep it to bullet points here: - $ALLINU imo is the best ticker to ever have existed - Allinu resonates with everyone in crypto, sports betting, equities, etc., and carries the spirit of the degenerate inside us all - It's a @LaunchOnSF token, which just so happens to be one of the fastest growing ecosystems in crypto, with significant support from @solana, @SolanaFndn, and virtually all who use Solana - It's paired with Draft Kings, and distributes the stock, which is the perfect pairing for an All In Inu. However, the meme is what carriers this pairing, which is even more bullish - There is no team. There are no socials. There is no one to rely upon but yourself as a holder. - It's the easiest token to bag work of all time. Virtually every single thing you post or reply with on CT can be signed off with "Allinu" - It's a dog, with a hoodie, sunglasses, who is All In - It ran fast, some very influential people made a bag, sold, and many people who borrowed conviction followed. Not throwing shade, in part because I think that was necessary for the token to have a real chance at being something massive. Allinu has now made it through the phase which 99% don't. - A significant number of people are changing their PFPs to Allinu - Solana is the main sponsor of World Series of Poker All of that aside, people simply understand it and resonate with it It is the purest of memes, which we have not had in quite a long time Allinu is not the next anything. It is the first. We are all Allinu

157 likes
@RugDalio Top Trader

Join the group chat: https://x.com/i/chat/group_join/g2098855960395587893/OiDu67tf0N Post Allinu. Go Allinu. Win. Bets ticker and narrative of all time imo.

18 likes
@RugDalio Top Trader

$ALLINU Pt. I: We're All Allinu Posting a lot about this low-cap coin, so going to expand my thoughts on this one. I've been saying for a while now that simple narratives will be the winners right now, which as continued to play out This being the most simplistic of all is a large reason why I'm bullish We're going to keep it to bullet points here: - $ALLINU imo is the best ticker to ever have existed - Allinu resonates with everyone in crypto, sports betting, equities, etc., and carries the spirit of the degenerate inside us all - It's a @LaunchOnSF token, which just so happens to be one of the fastest growing ecosystems in crypto, with significant support from @solana, @SolanaFndn, and virtually all who use Solana - It's paired with Draft Kings, and distributes the stock, which is the perfect pairing for an All In Inu. However, the meme is what carriers this pairing, which is even more bullish - There is no team. There are no socials. There is no one to rely upon but yourself as a holder. - It's the easiest token to bag work of all time. Virtually every single thing you post or reply with on CT can be signed off with "Allinu" - It's a dog, with a hoodie, sunglasses, who is All In - It ran fast, some very influential people made a bag, sold, and many people who borrowed conviction followed. Not throwing shade, in part because I think that was necessary for the token to have a real chance at being something massive. Allinu has now made it through the phase which 99% don't. - A significant number of people are changing their PFPs to Allinu - Solana is the main sponsor of World Series of Poker All of that aside, people simply understand it and resonate with it It is the purest of memes, which we have not had in quite a long time Allinu is not the next anything. It is the first. We are all Allinu

35 likes
@RugDalio Top Trader

- Unquestionably the best ticker of all time - Resonates with everyone in crypto - Solana is main sponsor of World Series of Poker - Easiest coin to bag work of all time. Can simply sign off posts/replies with “Allinu” (and people thought WAGMI became big) - CLARITY Act looks like it’ll pass: Allinu - It’s a dog, in a hoodie, with shades, going all in - We’ve made it through the distribution phase Everyone will be Allinu X Group Chat: https://x.com/i/chat/group_join/g2098855960395587893/OiDu67tf0N

18 likes
@RugDalio Top Trader

Shook out tons of borrowed conviction Took on some of the best traders in the space Allinu is being spread far and wide because it’s simple, it resonates, it’s funny, and easy to bag work Today: we’re Allinu Tomorrow: more are Allinu Soon: everyone is Allinu Allinu https://x.com/i/chat/group_join/g2098855960395587893/OiDu67tf0N

42 likes
@RugDalio Top Trader

Welcome to the easy coin to bag work of all time Allinu https://x.com/i/chat/group_join/g2098855960395587893/OiDu67tf0N

27 likes
@RugDalio Top Trader

There is no CTO. There are no socials. There is simply Allinu. You say Allinu, people get it. Don’t over complicate this. Allinu https://x.com/i/chat/group_join/g2098855960395587893/OiDu67tf0N

22 likes
@RugDalio Top Trader

People don’t understand what’s happening yet We’re Allinu https://x.com/i/chat/group_join/g2098855960395587893/OiDu67tf0N

18 likes
@RugDalio Top Trader

Allinu is universal. We are all Allinu. https://x.com/i/chat/group_join/g2098855960395587893/OiDu67tf0N

17 likes
@RugDalio Top Trader

Everyone will go Allinu Community chat: https://x.com/i/chat/group_join/g2098855960395587893/OiDu67tf0N

21 likes
@RugDalio Top Trader

https://x.com/i/chat/group_join/g2098855960395587893/OiDu67tf0N Guy who setup the group chat FSH’d but we stay allinu Allinu

18 likes
@RugDalio Top Trader

DEXScreener update got approved. Watched the community come together and get that accomplished. Cool to see. Allinu

25 likes
@RugDalio Top Trader

One of the whales made a group chat: https://x.com/i/chat/group_join/g2098855960395587893/OiDu67tf0N Allinu

27 likes
@RugDalio Top Trader

Allinu pfps Allinu replies Allinu in Allinu Leads to Allinu on Draft Kings commercials Leads to Allinu at the Super Bowl

28 likes
@RugDalio Top Trader

there is not a more perfect meme i’m allinu, you’re allinu, we’re allfuckinginu

31 likes
@RugDalio Top Trader

This cycle is about one thing Going allinu

24 likes
@RugDalio Top Trader

Apparently redditors love dragons banging cars If loving that is wrong, then idk what to tell you

8 likes
@RugDalio Top Trader

$BUN Mode Pt. I: $PONS World Order Is Going $BUN Mode As I've said many times over the past couple months ($PONS coded): - simple narratives are best - aligned incentives are imperative - the success of a token being tied to the success of the protocol is exactly what you want: do or die In the case of @Moshdottrade & @BundleCatAI, we have just that: 1. "Make the trenches better together" 2. Drive value back to the main token: $BUN 2. $BUN x $PONS symbiotic relationship Make The Trenches Better Together On CT, we spend most of our time bitching about rugs but continue to feed into them, all while doing nothing about it @Moshdottrade seeks to solve that problem, which apart from ruggers, is a pursuit we all should support What's the single easiest way to rug? Bundle How do they propose to solve for this? Bundle Right now, it's a guessing game: is the bundle benevolent or nefarious? People just burn through cash trying to catch the former Mosh seeks to solve this by simply doing the following: - Raise funds for launch - Snipe + Vault 70 to 80% of the supply at launch - AI bots then use that vaulted supply to MM The likelihood of a legitimate team launching via Mosh is significantly higher, the float is low, and you immediately have a better chart to trade @Moshdottrade decreases: - Risk for traders - Cost of doing business for teams They also have countless marketing opportunities: - Every single rug = marketing for $BUN - Every single success on Mosh = marketing for $BUN How Does $BUN Fit In? Simply put, $BUN is the proof of concept for @Moshdottrade. For Mosh to do well, $BUN must do well The team is acutely aware that the best marketing is the success of their initial token launch Think of it this way, $BUN is to @Moshdottrade as: - $PONS is to @ponsdotfamily - $AI is to LONG You really couldn't as for a better setup $BUN & $PONS Symbiotic Relationship Success for $BUN & Mosh is result in even more success for @ponsdotfamily "Pons needs more runners". Well, good teams and benevolent bundles tend to result in just that Mosh is built directly on top of Pons. A launch through Mosh is a launch through Pons I think this is exactly why you're seeing support of $PONS holders and many wells starting to aggressively support $BUN $BUN Mode If @Moshdottrade winning is a win for the trenches, a win for @ponsdotfamily, and a win for $BUN holders, then this seems like an obvious pursuit to support These setups don't come along often $PONS World Order ✊

36 likes
@RugDalio Top Trader

Here’s what I’d love to see play out for $PONS & $BUN in the short-term: - Mosh.Trade goes live on Pons. Initial launches go incredibly well for them - Attention is brought back to Pons given how well they do, which ofc brings value to $BUN (their $AI) - Multiple 100M+ coins follow on Pons, including $BUN, due to the new standard set for the trenches via Mosh’s anti-nefarious bundle platform Virtuous cycle ensures Pons World Order is about to go Bun Mode ✊

25 likes
@RugDalio Top Trader

There’s a chance $SLINK could’ve been avoided, and given we’re starting to see the proliferation of bundled crime on RH, there isn’t a better time for $BUN / @BundleCatAI / Mosh.Trade tech to work Unironically, the proposed way to fight these bundles is to do just that: bundle Same-same, but quite a bit different Built on top of @ponsdotfamily, but with mobility to sit atop any launchpad, Mosh.Trade’s pursuit is to decrease risk for traders > fund a token launch > AI bundles at launch (70-80%) then vaults > this supply is then used to MM the coin and additional funds gain can be used to be injected into the chart This solves two problems immediately: 1. inability to bundle like $SLINK and countless others 2. provides a much lower cost path to a tradeable token, as MMs are incredibly expensive The founder has already said that $BUN will be to Mosh.Trade as $AI is to LONG This is an easy one to get behind for me given: > the pursuit is to solve for the single biggest issue in crypto. One which has the ability to stifle any bull market > $BUN success is necessary for Mosh.Trade to succeed, so there is incentive for them to make it work Additionally, someone from the team introduced the idea for a “whitelist” of sorts today for $BUN holders to get in on new launches on Mosh If this works, there’s a real chance that people will start fading anything other than tokens launched via Mosh At that point, it will be ggs

22 likes
@RugDalio Top Trader

the next big runners (in tandem with pons) will be tech built on top of pons especially tech which improves the space and aligns incentives this is $BUN’s pursuit

20 likes
@RugDalio Top Trader

> “Increase risk for bundlers, reduce risk for traders” Excited to see how this project plays out, as the space needs this given bundling is so lucrative and we chop ourselves to pieces Good tech built atop Pons will be the next big thing Let’s see how $BUN performs

20 likes
@RugDalio Top Trader

Nasdanq only makes more sense as memefi takes off But it has something no others do The deepest lore and most unique narrative of them all NADANQ will be bigger than the NASDAQ

25 likes

RugDalio✨

@RugDalio ★ Top Trader

The Light·Founder

shoot for the stars mfer I’m Allinu

36.6K Followers 42 Following Joined Jan 2026

Trades
1.4K
Swaps
826
Volume
$1.2M
Avg hold
2.1d
Total PnL
+$2.2M

Top closed

Updated 9h ago

163 closed · top 5 by realized PnL

  1. NearKat closed Sep 13 · in $7.9K +$22.7K+286%
  2. Golden Goose closed Sep 1 · in $27.7K +$22.2K+80%
  3. Board Sit closed Aug 31 · in $6.8K +$19.4K+284%
  4. Leveraged Cat closed Sep 11 · in $16K +$18.9K+118%
  5. $TULIP closed Sep 12 · in $17.5K +$14K+80%

Active holdings

Updated 10h ago

$3.2M total · 63 tokens

  1. Pons Robinhood Chain · Jul 25 #1
    Value $2.2M 3.5M PONS
    Profit +$1.3M+693%
  2. ALLINU Solana · Sep 11 #2
    Value $688.5K 27.7M ALLINU
    Profit +$632K+1,118%
  3. Bundle Cat Robinhood Chain · Sep 2 #3
    Value $147.5K 5.4M BUN
    Profit +$82.3K+117%
  4. Hosico Solana · Jul 20 #4
    Value $38.5K 20.3M Hosico
    Profit +$12.7K+61%
  5. dragonsfuckingcars Solana · Sep 11 #5
    Value $11.7K 22.4M DFC
    Profit +$2.9K+33%

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 @RugDalio'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
39
Replies
0
Tokens
6
Avg position
$214.5K
Median PnL at post
+110%
Last thesis
12h ago

Chains

  • 31
  • 8

Most posted tokens

Profile updated 2h ago

Fades on their calls

all →

No fades on their calls yet.