Paired to Robostrategy by backpack securities. Andrew Kang founder of Robostrategy has a lot of ties with crypto. As ai robotics picks up this is a no brainer exposure play on the memes side
Theses & replies
Adding some long-eco coins that are sub $10m mc 1. Highly memetic - Last cycle Fartcoin went to $2.6B mc at it's peak 2. A lot of overhang on AI infra plays in stocks right now especially after Hugging Face incident. I believe a pull back on AI stocks is viable especially if we see further regulation coming which is a lot of chatter that's happening rn. If AI stocks pull back, the next type of stocks that have most mindshare are the tech giants or these GLP-1 / Peptide coins. 3. When $AI on Longs launchpad starts to run again flow of money should rotate down to other higher quality memes. 4. Last fatcoin went to $30m mc. Currenetly at $2m mc and most top holders are all in some deep negative P & L. If this flips, I think and hits mindshare this could be a top 5 coin on Longs launchpad
Bluechip listed on coinbase spot today https://x.com/coinbasemarkets/status/2100251877065527691?s=46
New launchpad on Binance from 3 days ago Price has been holding well since launch. Good indication insiders know something here especially when markets have been pretty choppy last few days. Team is all doxxed and read that one is ex Binance. And others worked at jumped trading, near, and rocket labs. Rich G aka elephant1618 has some loose ties with Faculty capital / faculty group. Some ties with market markers / VC’s / other advisory roles Still pretty speculative here. Really just betting on some Asians here and CZ giving them a lift on this. Also a decent potential competitor to Brew currently at $11.7m mc but has 1800 more pairs launched. R/r for finding the next pons on a chain like Binance has asymmetry in itself there. Still high risk if no tokens really run, team decides to stop pushing, or attention just shifts away from Binance. Next few days lots of noise will be on chain with arc so you can just watch for dips. Personally I’d just rather allocate here and keep placing bags during this dip
this is still the best asymmetric bet for tokenized memes on Base. Basecat starting its run today base dropped another X post on memecoins I still can’t believe this is at this current mc it’s at rn. doubling down more on this blue chip
Bluechip broke a significant level of resistance today ton of other KOLs started pushing this last few days and with Unipcs buying a massive amount of $basecat the r/r on base memes seems to be a no brainer Coinbase + base team has been oddly quiet last few days. I’m speculating they want to shake out weeks hands and get all the ducks in a row for what’s to come. Bluechip still seems like what $basecat should have been and a proper meme that reflects the corpo identity of Coinbase + base well oddly enough I continue to get follows from base team and likes on my base meme posts David Tse has replied and engaged with my content multiple o1 exchange founder Jerry Pan clearly hinting at something coming soon on his most recent replies Jesse pollack just recently liked another blue chip meme post when Basecat launched I was initially disappointed. clearly a rushed move by coinbase especially with how poorly the memes site and credentials was set up all it took was 8 days for Basecat to get listed and it sent to $30m mc instantly. once Bluechip has some catalyst event take place I expect other o1 memes to start its run very odd that the base team is still so quiet right now but I anticipate something is coming. trusting my Jung for now… time will tell https://x.com/thebrianjung/status/2094504565945119164?s=46
base followed bluechip on X. couldn’t be more obvious what will happen next https://x.com/gmakcrypto/status/2093702553544396987?s=46
2nd base employee to engage with $rawr in less than 24 hours. prolly nothing https://x.com/thebrianjung/status/2093379716354810263?s=46
send this higher underestimating the potential of this as I continue to think about this. price holding stronger than I expected
sold previously to rotate into some other plays hits the S-tier qualities of a true $200m mc meme to represent a chain. don’t forget it took Coinbase 8 days to get $basecat listed. the jungernaut has re-entered. will exit if I see major catalyst @kyle hold us down
Brian Jungtoshi
@thebrianjung
Kaizen·Member
kaizen. plz don’t copy trade me, I will sell everything
- Trades
- 180
- Swaps
- 282
- Volume
- $1.5M
- Avg hold
- 3.2d
- Total PnL
- +$128.6K
Top closed
Updated 13h ago64 closed · top 5 by realized PnL
- The Stonks Exchange closed Sep 2 · in $7.1K +$19.7K+278%
- $PIXELCAT closed Sep 3 · in $34.8K +$16.6K+48%
- Useless Coin closed Sep 2 · in $34.8K +$14K+40%
- SuerMarioBrosCoin closed Sep 10 · in $24.1K +$11.9K+49%
- iPod closed Sep 10 · in $4K +$9.4K+237%
Active holdings
Updated 14h ago$319.8K total · 87 tokens
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QUOTRONS #1Value $92.8K 17 QUOTRONProfit +$73.2K+374%
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USDC #2Value $59.9K 59.9K USDCProfit —
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BLUE CHIP #3Value $46.7K 2.8M BLUECHIPProfit +$14K+33%
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RAWR #4Value $31.2K 55M RAWRProfit +$19.2K+161%
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ubik #5Value $18.9K 1M UBIKProfit +$9K+90%
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
- 13
- Replies
- 0
- Tokens
- 6
- Avg position
- $40.6K
- Median PnL at post
- +43%
- Last thesis
- 11h ago
Chains
- 10
- 1
- 1
- 1
Fades on their calls
all →No fades on their calls yet.
