iFeel good about iCoin. i bought more today and I’ll plan to keep buying if the price stays in this range. im sensitive to owning too much but 28-30M coins seems okay. the iNu vamp is interesting. i actually do like the name and some of the branding. I don’t love their kols like spider and marcell and im not sure what is going on with uni. but they did a nice jump building momentum. iKeep coming back to two variables - 1. iCoin is inherently more mass market. iDont think andrew ross sorkin or matt levine would even be able to properly articulate inu. it’s such a crypto native concept. if we actually believe these memeFi pairs are a mass market primitive then iCoin is the best contender to take us to the promised land. 2. i am a big fan of Nate and the long team. it is clear they are thoughtful and considered and willing to invest aggressively in their eco. irrespective of any recent PA, iCoin is clearly one of their chosen brands and id be shocked if they weren’t in close contact with the team. a team that has been grinding for a month+ with zero fanfare. and has made every long term decision possible for the health of the token and community. iHope there will be many winners in memeFi. that said, i think iCoin is an exceptional risk/reward and value with the data points we currently have in hand and im thrilled with my exposure and bet. godspeed to all.
Thread
- Posted
- 2026-09-17 03:07 UTC
- First seen
- 22h ago via the feed
- Chain
- Robinhood Chain
- Position when posted
- $62.3K
- Likes
- 39
Other theses on this trade
in all seriousness here’s the iCoin thesis - 1. anyone can supply control a new launch and run it up in the short term. sustainability is hard work. the iCoin team has persevered through ups and downs so you’re buying a proven product. 2. there’s already a leading “inu” in AI. inherently any other inu is a derivative. some of you like the iCoin name, some of you don’t. but it’s memorable, catchy and fundamentally differentiated from the AI leader. 3. 10x the number of holders 4. one of four tokens on Long with vaults and proven prioritization of holders and liquidity 5. the content is genuinely funny and memorable. 6. i dont believe in borrowing conviction but DumbCrayonEater is one of the main characters of this cycle. he’s betting hard on icoin. don’t buy bc he’s in but it’s a data point. ill plan to keep adding starting next monday unless these data points change in the meantime
believe this is the perfect meme for Vlad to push super memorable ticker, super safe, relatable, approachable. absolute all star cast of on chain diamond hand rockstars means that any real catalyst sends this 10-20x