Thread
- Posted
- 2026-09-10 15:42 UTC
- First seen
- 13h ago via trade comments
- Chain
- Solana
- Likes
- 19
Other theses on this trade
Stonk revenue going ballistic again. Gonna end up being a 7 fig day. Stonk mcap is = the top two coins on the platform. The last time I was complaining about this, STONK went 10x in a couple of days.
Entire market looks like ass and I won’t be round tripping my biggest w in crypto. Derisked a bunch. I still believe it goes to billions and am positioned with a good amount.
There exists only one launchpad this cycle that has a platform token and has produced a 9 figure runner on it that isn’t held 70% in one wallet. Only one launchpad. And that launchpads platform token is mispriced to less than all the other ones Guess which one?
Imagine fading a protocol that managed to do 1m in rev in the cataclysm that was today
Keep a list of everyone trying to pvp the first positive thing on SOL in ages that ramped multiple different products to ATH revenue together. Keep a list of all the people shilling you these things claiming to be good and for the people while their intent is actually to disrupt the progress solana has made as an ecosystem. Keep a list of them, and block them forever after good wins. Long live the republic
Net positive for the ecosystem will win. And it will win harder than you can possibly imagine. The tides have already shifted. This isn’t an extraction cycle. It’s a PvE supercycle and that will not be on a platform that sells billions of dollars of SOL extracting from every single person who made them what they are
People are buying pump coins with the thesis being pump will crime. People are buying STONK coins because it’s the superior product and they love the platfom. IQ test
Likely the final IQ test this weekend. Alon desperately grasping to use his existing platform to claw everything back to pump to continue to extract. Unipcs grasping to vamp STONK to protect his pons bags. Surviving this ensures stonk goes to billions. Don’t give it back to the extractors of the world. This is the moment to fix SOL once and for all.
Stonk just had its highest revenue day ever, beating every single protocol except for CIRCLE and TETHER. Take that in.
FYI, every vamp that STONK organically beats raises any targets we previously had. There’s nothing left to hurt us.
On track for 2m in rev today. Multiple 8 fig runners, whatever price you buy at below flipping pump is early
STONK has survived every vamp attempt. It can survive a guy with 20m deciding to size into a vamp too. Reputation ruining at the beginning of the cycle is diabolical
I could lose on every other trade this entire cycle. I will win on my belief in STONK.
The final IQ test has begun. PUMP is trying to use raydium stocks, the same people that rugged them last cycle and decided to it internally, has now come crawling back after max extracting from the trenches and Solana for years
I have always held with conviction on coins by good meaning teams and lost to criminal extractors. This time is different. This time the entire ecosystem is aligned in a way I have never seen. This time everybody wins