Thread
- Posted
- 2026-09-18 15:10 UTC
- First seen
- 7h ago via the feed
- Chain
- Robinhood Chain
- Position when posted
- $31K
- Likes
- 2
Other theses on this trade
looks stupidly mispriced here imo. AI is sitting around $300M mc with Community Mode on. iCOIN? Barely $2–3M mc, yet the community vault already holds $64k+ of AAPL exposure. That’s the part people are sleeping on. This is NOT “$64k backing a $2M coin” — you can’t redeem the vault. But the flywheel is real: volume → fees → more AAPL into the vault + token burns → lower supply And there are only a handful of LONG projects with Community Mode actually turned on. The craziest part is the relative valuation. $AI vault / mc is roughly 0.1%. $iCOIN vault / mc is already around 2–3%. So relative to its size, $iCOIN is already capturing way more value. Now add the narrative: Apple season + LONG ecosystem ripping + tokenized stocks getting more attention. Everyone knows Apple. Everyone understands the iPhone. You don’t need some 200 IQ explanation to sell the story. And I’m not even asking for $iCOIN to flip $AI. If this thing ever trades at just 10% of $AI’s mc, that’s around $30M. From here? That’s basically a 10x. And $30M isn’t even some delusional moon target — $MOO is already trading around that neighborhood. So the bet is pretty simple: LONG keeps cooking → Community Mode gets more attention → Apple narrative catches a bid → iCOIN becomes the obvious Apple trade. At $2–3M mc, the market is basically pricing in that none of this matters. I’m buying the gap between attention, vault growth and valuation before CT wakes up.