Got the chance to have a chat with the dev today. All I got were signs of high competence, experience and the vision for a mega token. This guy had studied Pons and other pads more than I expected for sure. I was extremely bullish after the chat even without knowing anything special. His only alpha to me was that big things were coming in the next few days and that he wasn't concerned with the price or short-term price action. Just his attitude and the way he embraced my constructive criticism while also maintaining his understanding and planning made me realize why this project is where it's at within a day. Definitely didn't feel like some one-off thing, felt like this was planned and worked on for a while. Had a chat with Frank today, he was delusionally bullish as well. Had a chat with Dabal owner, #1 clan on fomo, he was instantly bullish. He bought in with size and started pushing as of just now. I showed it to Unipcs, he was intrigued and has been asking me questions about it. Unfortunately his X is banned so he hasn't gotten any payments yet. I spoke with TradFi / boomer finance guys on X who DM'd me and all were extremely bullish and gave me POVs I didn't even think of. Use cases that have opened up because of PAID that I didn't even fully understand were possible. Just wanted to share my experience. We are still too undervalued. What you are seeing now is impatient people selling their green positions to chase rugs, and patient smart money buying those sells. Once the math evens out, we fly. And after my chats today I don't even really have a target. Let's see what's possible.
Thread
Details
- Posted upstream
- 2026-09-17 01:37:09 UTC
- First seen
- 2026-09-17 05:34:49 UTC via trade comments
- Chain
- Solana (1399811149)
- Token address
- 98kfF7rmsg1QDUEoCqNE7g7M1FdrTt92TEp2CLzypump
- Author's older theses
- 62
Other theses on this trade
$500 PAID airdrop to the best AI video. I posted about this yesterday. If you posted a video please link it NOW with a thesis post so I can watch and decide who wins! Will also do a few $100 runner up prizes! Scroll lower to see where I mentioned this.
Don't stress. Start thinking in weeks. Not hours & days. Weeks. Look at the 1 hour chart. Look at what Solana is hinting at. Look at Solcat doing $5M+ volume in an hour. Look at all the money going out. Look at the Pons integration coming. Look at the potential Genius integration. Look at the wall if you need to. /paid
https://x.com/solana/status/2100663637862224367?s=20 Solana is bullposting PAID basically. They're about to get so much in X Money from PAID and if SOL gets added to X Money PAID is going to go ballistic. PAID is the pad of pads. It can be integrated on everything. Solana hard shill of PAID will be glorious.
Pons integration confirmed for tonight/tmrw + ozzy followed the team. Paid.
waiting patiently for the entire weekly top trades to be filled with PAID chads… infinite marketing flywheel in an infinite marketing flywheel
$5000 auto instant payouts coming soon. Those are going to change everything. Opt out is coming so no X payout ban or new regulatory rule possible which removes the only true fud. I’d predict an RH integration (maybe pons specifically) pretty soon especially with that follow from pons founder. Remind me why stock pairing pads are at hundreds of mil?
Damn I didn't think my thesis was actually making people hold, that's really cool to hear. Glad to help, a lot to happen still. Thanks for playing.
PAID Report $540,126.71 total fees $108,025.37 protocol revenue $101,024.14 already bought & burned 11.68 million PAID burned Another $7,001.23 allocated but not yet burned 5,574 token launches recorded Updates; - Kevin started off the bang after X payouts fixed and got a $5M+ volume token and replied to PaidApp. - Nikita responded to him. - Ozzy ($PONS founder) followed PAID. - PAID updating payouts for large hyped tokens to go out faster. - Likely see RH integration soon.
Founder of Pons the 500M-1B launchpad, his name is Ozzy. Ozzy just followed PAID. Pons integration would be absurd right now in terms of virality. I've taken some chips off the table for my hard work but still hold a vast majority of my position and have strong belief in what's coming.
No Elon interaction. No Robinhood integration. Still day 2. Payouts just got fixed some hours ago and we're already here? This is going to be silly. Imagine the Pons x PAID collab.
PAID IS BETTER THAN PONS. NIKITA JUST CONFIRMED NO X BAN ESSENTIALLY. EVERY DOMINO IS FALLING. IF I TP HARD I KNOW ILL FUMBLE $10M+