I am now in buy the dip mode. That low volume weekend pump to breakout was a fakeout. Now we have the world about to self destruct apparently. We will buy the fear. Higher for LONGer. AI x MOO barbell.
Thread
Details
- Posted upstream
- 2026-09-13 15:18:17 UTC
- First seen
- 2026-09-17 14:30:07 UTC via trade comments
- Chain
- Robinhood Chain (4663)
- Token address
- 0x2e8c31162b855a2ffa90f6f8634643ad6f111e18
- Author's older theses
- 7
Other theses on this trade
board sit. the greatest flywheel ever designed, let me explain. volume -> more liquidity -> stronger moat -> more volume -> more liquidity -> stronger moat -> more volume....-> infinity. L()NG.
gm, continuously adding while we consolidate at the highs here. haven’t been more bullish - eco looks healthy, Vlad is continuing to bull post, liquidity is deepening, and cheap fast stuff gets rinsed out over time. Arc chain so far is uninspiring and solidifies the moat ai and moo and LONG has over anything else. stay long, stay strong.
be the bid you want to see. nothing has changed. all of the worst news possible and we’re holding strong here. give us ai doom, rate hike odds, clarity bill nonsense, oil to the moon. strength on bad news and uncertainty usually means one thing. BOARD SIT. 🐮
ok we wait till Monday open to re evaluate think we bottom this week let’s grab some cheap coins
more thoughts on launchpads and long eco fwiw i think stonk is probably the best launchpad on solana but it seems like there's just too much pvp from pump and new entrants like ember meanwhile on robinhood you have pons and long - one has a token and one has an ecosystem as a trade it makes much more sense to own the launchpad token itself (pump was one of my best cex trades the past 3 months, pons was the best launchpad performer) and for LONG that means owning the best tokens in the ecosystem (ai, moo, etc.) while launchpad tokens themselves are great reflexive assets as they generate revenue and fly wheel it back into the token itself, LONG is focused on flywheeling deeper liquidity for their paired assets (equities, preipo tokens, leveraged positions), positioning these new memefi assets as liquidity hubs for the next 1T of volume that flows thru tokenized equities one incentivizes for quantity of deployments and volume through them to generate fees for its native token, the other incentivizes quality of deployments and volume to generate liquidity for an emerging asset class onchain so if you extrapolate 6-12 months out i'm sure pons, pump, stonk, and others will be great businesses and i will probably try to trade the in betweens the vision behind LONG is much more appealing as my strongest hodl bet given it's aim to deepen new liquidity onchain and bring in net new participants (tradfi retail world) no hate on any launchpads - just giving my two cents on why i post a cow emoji every other day here :) long and strong. 🐮
clear as day - ai and moo are the most comfy bets as everything bleeds towards zero, ai is at ATHs and moo is consolidating above 20m today is day zero, i'm still packing my bags.
that sell wick to 160m looks like someone capitulated, a bit more chop at 180m and things get extremely bullish again meanwhile MOO higher.