Thread
- Posted
- 2026-09-14 20:31 UTC
- First seen
- 20h ago via trade comments
- Chain
- Solana
- Likes
- 34
Other theses on this trade
potentially one of the last big dips KNOTS is gonna give, assuming BTC holds up. stonk looks great right now. this dip is early holders rotating over. sold zero coins, zero plans to sell until BTC ATH or beyond. this is my highest conviction bag in crypto.
not worried about KNOTS long term until one of these changes: 1) BTC going to new highs 2) SOL pumping alongside BTC 3) stonk fun being the leading, or in contention for leading rev/fee platform on SOL 4) KNOTS earns you free STONK for holding at a certain point, one BTC turns around and the smoke clears, and coins move up again, people will look at KNOTS and go "this earns free STONK hourly, i can get an outsize bag of it for a huge discount, and aside from the STONK, this ran to 52m even while BTC was rangebound + down.. i can get a big multiple on buying KNOTS, too" and it'll begin anew. things don't look rosy when BTC is drilling through a month-long range, but this is where the opportunities for asymmetrical upside are. haven't sold a penny, and see a strong pathway to new highs for this by the time BTC is back in the low-mid 80's, or soon therafter.
been holding up exceptionally well, given that stonk eco pumped during zero liquidity env, basically pumped in a vacuum with no money in it, and BTC continues to go lower. The fact that this isn't between 8-10m (what i'd expect, just looking at BTC) is strong signal. really excited for this once BTC turns around
great entries here for anyone seeing what's happening on stonk fun, and wants to board the train. fomo, most successful retail crypto app of the past 5 years, just announced a partnership with KNOTS couldn't think of a better time to buy entire eco is cooling off, just like RH chain and pons did, just like the broader market did. it's the whistle on the preseason game of the bull market only thing we need to do is identify strong projects and load up on dips. BTC above 80k and EVERYTHING rips.
Sol and stonk fun eco (aka solana going forward) got its first cooloff, driven by btc being capped for 3+ weeks now, and dropping to range lows. This is the pre-bull phase where OGs who checked into the bear market every day have identified what the market direction is going to be, and have allocated accordingly. Stonk is holding up insanely well, and KNOTS too, despite a very expected dip. The only missing ingredient is BTC starting its move higher, and this coin flies. I haven’t sold a single token. I have unlimited DMs from people who say “aw man I fumbled the bag”, having sold at 1-3m or whatever, and it’s now at 30m I suspect I’ll get a similar wave of DMs and regret from people that sold from the 40’s down to here, when we’re trading 10x higher at 400m, and holders printed tens of thousands of dollars of free stonk in the meantime (which in itself I believe appreciates 10x+) So bullish I could run through a brick wall. I haven’t felt like this since I bought bonk at 40m before it ran to 4b, or chainlink when I bought it at 30 cents, before it went to $18, and eventually $50
People are finally slowly waking up to the fact that stonk fun is going to take over the solana ecosystem, like a garden’s decay and rot being replaced by fresh vibrant growth, and people are excited. KNOTS is doing this while BTC is 50k below its prev ATH, and is likely going 50k past its prev ATH And BTC has eaten shit today, and we’re still this strong here. There aren’t that many people active in crypto right now, just the dedicated and visionary people that know the direction we’re headed in, and stonk fun and KNOTS are at the center of it. Meanwhile, we’re at 3-5% of bull market volume Onchain. I think STONK is a $10B+ protocol, and KNOTS is both a memecoin and an experiment in the most powerful flywheel I’ve ever seen. I don’t even know I can say “this is a 1-2B token”. We’ve had stuff not even thjs good run way, way higher. I don’t know I can put a cap on this token. I feel like running through a brick wall thinking about the potential of this ecosystem and solana together, steel sharpening steel. So. Much. Higher.
nice recovery, alongside stonk, after pump fun's stock pair launch looks increasingly like a dud (also: BTC weakness) comfortable hold. the only thing that happened here is our wallets printed extra STONK during the volatility here. this pullback is healthy and expected in this early/pre-bull phase. what happens is this: early holders who have 1) a low cost basis (ie got in at like 200k mcap, 500k mcap, 1m mcap) and 2) low conviction get shaken out, and leave and people with higher conviction remain, and are joined by dip buyers with high conviction, who now hav a higher cost basis (10-15m+) and are looking for a big multiple on their high cost basis (ie 15m -> 150m) and are now much more comfortable holding long term than people who got in cheap and were just looking for a quick flip, and don't have the vision or experience to see where the ball is going over the next 12 months bullish. still a lot of volatility around BTC going into data, but there are two phases of the market, when stuff rolls over: you're either looking to sell, or looking to add. this early in the bull, i'm looking to add to all my conviction bags. higher.
#2 coin on stonk fun. currently seeing supply churn that any smallcap experiences when it rips in a straight line, and low-conviction holders and momentum traders rip out, especially on a day where majors went sideways-down, and nothing else pumped, but what's left behind is a larger base of high conviction holders that hold a floor and set up the next big run higher. i think once btc/majors move, next leg takes this to 40-60m before another breather. prev thesis: Messi and other big defi guys are in or circling this Solana foundation is bullposting stonk fun like they have a shotgun up their asses, meaning it thrives, and stonk rips Had a call with the devs this morning and they’re incredibly impressive and my odds of this rugging long term dropped to <1% Devs are building more flywheel tech and social tech on top of it I think long term the narrative here is that this flips stonk while also buying and adding buy pressure to stonk 100-500x possible here, not including the stonk earned. Insane conviction play right now.
Messi and other big defi guys are in or circling this Solana foundation is bullposting stonk fun like they have a shotgun up their asses, meaning it thrives, and stonk rips Had a call with the devs this morning and they’re incredibly impressive and my odds of this rugging long term dropped to <1% Devs are building more flywheel tech and social tech on top of it I think long term the narrative here is that this flips stonk while also buying and adding buy pressure to stonk 100-500x possible here, not including the stonk earned. Insane conviction play right now.
this is a reflection token, earning you stonk which is going nuts. I hope this doesn’t rug. potential gem if it doesn’t
this has kinda just hung out all day, drifting up, without going to zero. stonk fun is heating up and the token is doing well. this is “stonk” backwards, hearkening analos (solana) backwards, which did well last cycle. note: distribution on this coin is horrific and I expect it to either go sideways and rug and die, but I grabbed a tiny bit because coins like this will randomly rip out of nowhere. I treat these as “9 will lose you everything, but the 10th will hit you a 50-100x randomly”