The memecoin of the cycle. Dogecoin was crude in 2021. Fartcoin was crude in 2024. Boner is crude in 2026. Each cycle’s best meme tends to be cruder than the previous, otherwise it wouldn’t be absurd enough to be newsworthy. Although, absurdity isn’t enough. It has to have a set of novel catalysts that makes the absurdity special: Dogecoin: “A memecoin can have a valuation?” Fartcoin: “A memecoin can be shilled by AI?” Boner: “A memecoin paired to a stock can be accepted by its company, and have an impact on its stock?”
Thread
- Posted
- 2026-09-08 11:08 UTC
- First seen
- 1d ago via trade comments
- Chain
- Robinhood Chain
- Likes
- 19
Other theses on this trade
As per SEC rules: if the company underlying a tokenised stock objects it, trading for that token can be halted. Our underlying CEO thinks it’s “very cool”. I.e. the hard road is the easy road. If you’re in any other meme/stock pair, I’d recommending porting over to boner.
Meta of cycle: Tokenisation. Most newsworthy representation of it: Boner. I.e. Memecoin of the cycle.
TL;DR: Tokenisation is clearly the meta of the cycle. Within the meta, boner is clearly the most absurd, newsworthy representation of it. Through history, we know that whatever becomes the symbol of degeneracy in a cycle becomes the de-facto memecoin of the cycle. Podcasts, articles, mentions, etc. all point to Boner when referring to this meta. For reference, the symbol of degeneracy last cycle was fartcoin, “a memecoin about farts shilled by AI?” — considering AI was the meta last cycle, and its most absurd representation was this meme. It had a combination of novelty + crudeness attached with the meta. Boner: “a memecoin about a boner you squeeze can pump a stock?” Unlike other pairs: Boner has the added memetic advantage of being the first-mover in getting acceptance for its meme/stock by the CEO of the stock itself. With slight sprinkles of attention, the chart gets an erection that doubles the price (we’ve witnessed this 3 times already). Imagine what happens when the catalysts get bigger, and the mission goes deeper? Relative strength (important to filter out winners): During dips like this, a result of macro, and nothing to do with the coin (look at everything else), it’s important to remember that periods of flaccidity create distribution. Distribution of liquidity helps in further erections. Going to re-iterate: Take away the stock, it’s a >$100m meme. Add the stock, it’s a >$500m meme/stock. Add the CEO’s acceptance, it’s a >$1B pair. Add the Hims community + Squeeze™ narrative, it’s a $6.9B mission. Once in a cycle type of play.
An infinite-money glitch in the chart where it gets random erections off tiny sprinkles of attention.
The memetic legacy of this coin deserves it a valuation far greater than where we are: The first-ever memecoin paired to a billion dollar company accepted by the CEO of said company. This is discounting any future catalysts, which there’re several paths for, considering that this is “the symbol of financial nihilism” and the most absurd, newsworthy representation of the meta.
Thesis TL;DR: Tokenisation + RWAs are clearly the meta of this cycle. Within the meta, this is the most absurd, newsworthy representation of it. Considering there’re other coins worth a lot more, yet get mentioned a lot less in articles, podcasts, and the confluence of holders in general: makes it the obvious symbol of financial nihilism for the cycle, which makes it the de-facto memecoin of the cycle. For reference, the symbol of financial nihilism last cycle was fartcoin. During dips like this, a result of macro, and nothing to do with the coin (look at everything else), it’s important to remember that periods of flaccidity create distribution. Distribution of liquidity helps in further erections. Going to state this again: Take away the stock, it’s a >$100m meme. Add the stock, it’s a >$500m meme/stock. Add the CEO’s acceptance, it’s a >$1B pair. Add the Hims community + Squeeze™ narrative, it’s a $6.9B mission. Once in a cycle type of play.
On the squeeze front, there’re clearly only two candidates, and as I was deciding what to cut and keep in the port, one thought did it for me (still hold both, but I’ll only be backing one now). AMC: pump the stock, make the CEO that hates you richer. Boner: pump the stock, make the first CEO that supported tokenisation richer. While I don’t care about making either richer, the squeeze would be the funniest using something called boner. A statement, if you will. Even with two billionaires fighting it out publicly, boner has made it into more articles and more podcasts than meme has. I.e. newsworthy.
If the meta of the cycle truly is tokenisation + RWAs (it is), this is the most absurd, newsworthy representation of it: which makes it the de-facto meme of the cycle. Periods of flaccidity create distribution. Distribution of liquidity helps in further erections. Going to state this again: Take away the stock, it’s a >$100m meme. Add the stock, it’s a >$500m meme/stock. Add the CEO’s acceptance, it’s a >$1B pair. Add the Hims community + Squeeze™ narrative, it’s a $6.9B mission. Once in a cycle type of play.
Soft men create bad times. Bad times create hard men. Hard men create hard money. Hard money creates good times. First, we distribute and build a base. Then, we go on to ATHs. Then, we squeeze™
Girthy distribution underway, creating a stronger base for the third leg to stand on.
Take away the stock, it’s a >$100m meme. Add the stock, it’s a >$500m meme/stock. Add the CEO’s acceptance, it’s a >$1B pair. Add the Hims community + Squeeze™ narrative, it’s a $6.9B mission. Once in a cycle type of play.
This cycle’s symbol of financial absurdity. More of a reason it’ll be used to squeeze wall street.