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STANDARD$18.3K-26%

Auction day 3. Game theory says avg sell price around 15k each, probably a bit higher as fomo kicks in and people frontrun themselves. Game is actually very interesting and deep, this isn't OHM at all. 890 charters wants price to go down so they can expand cheaper. They will absorb the sell pressure. This will last a while (think weeks, not days). Floor is higher than you think.

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Details

Posted upstream
2026-09-17 01:22:58 UTC
First seen
2026-09-17 01:23:02 UTC via feed
Chain
Robinhood Chain (4663)
Position when posted
$18.3K
Token address
0x88ad8ddf1e3898412146a534538d418c6f8a9062
Author's older theses
1
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Other theses on this trade

STANDARD$26.7K-17%

Auction Day 3 recap - Sale price ended at ~12k, avg around 13k. 30 charters did their first expansion. 860 still hasn't expanded - likely waiting for better discount (these are your dip buyers). Day 4 Estimate - 10.5k

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