Older theses
713 in fomofeed
This is the part of the thesis I keep coming back to. When I first started digging into $AI/NVDA and then $BONER/HIMS, the economic mechanism was already there. Stock-paired memes could accumulate the underlying tokenized stock, create scarcity, generate fees, and turn attention into an actual onchain feedback loop. But the missing ingredient was always mass attention. The left curve does not care about LP mechanics, capture %, issuance or AMM structure. The left curve sees: AMC. Meme stock. Apes. Robinhood. Drama. The right curve sees: tokenized stock inventory, supply expansion, liquidity pressure, price dislocation, reflexive demand. That is why this meta is so powerful. It can satisfy both sides of the curve at the same time. $AI/NVDA showed me the machine. $BONER/HIMS showed me how absurd branding + real economics could create a flywheel. But $MEME/AMC may be the first one to solve the final problem: distribution of the idea itself. Now TradFi media, crypto media and mainstream outlets are all explaining the exact universe we have been studying for months. Every article about AMC vs Robinhood is onboarding another group of people into the question: “What the hell are these stock tokens and why is a memecoin involved?” That curiosity is the funnel. Once people come looking at $MEME, they discover $BONER/HIMS. They discover $AI/NVDA. They discover LONG. They discover that these are not just random ticker memes. There is an economic machine underneath them. That is the implication people are missing. $MEME does not only have the chance to run itself. It may be the advertisement for the entire meta. And in a real bull market, attention is the scarcest asset of all. The mechanics were already combustible. Now the media just poured gasoline on them. Movie sit 🍿
While Brian Armstrong (BASE) ignores degens and only focuses on building for institutions, Vlad Tenev (RH) is doing whatever it takes to help the chain grow
JUST WAIT FOR IT. Weekend setup is simple. Stock-token mint/redeem is off until Tuesday. Inventory is fixed. The MM already printed a ~$1M AMC buffer -- a rough line is that MEME/AMC has to get to ~$215M before that buffer is gone. Some traders are already hoarding AMC tokens and trying to play unofficial MM. Thin pool. Closed market. Attention still on AMC = A Meme Coin. I expect this thing to go stupid.
Weekend setup is simple. Stock-token mint/redeem is off until Tuesday. Inventory is fixed. The MM already printed a ~$1M AMC buffer -- a rough line is that MEME/AMC has to get to ~$215M before that buffer is gone. Some traders are already hoarding AMC tokens and trying to play unofficial MM. Thin pool. Closed market. Attention still on AMC = A Meme Coin. I expect this thing to go stupid.
look at my buys and sells, there’s rly no other coin im trading if im wrong im wrong, if im right however….u tell me
This is arguably the greatest on chain narrative we’ve had in a while. The literal CEO stated he is “in the trenches with us.” It’s very likely he will want this coin to succeed. I truly believe this story will continue to develop and there will be more catalysts over the coming days. Robinhood even flipped Solana today in volume thanks to this coin. At these prices, the R:R is pretty solid as well. Don’t think everyone realizes how early we are.
The market maker minted $1 million AMC stock tokens as buffer supply for the long weekend, which is about 80% of what's in the MEME/AMC pool. Rough rough estimate is that MEME/AMC would have to hit $215 million for the market maker to run out of buffer.
Added even more to my position here. Thesis: Heavily oversold on the 1 min and around the previous support. Whales capitulating and structure looks similar to PONS and AI before ATHs. Asia waking up soon to juicy discounts. What’s the concern?
Im positioning. Keep your eye on the prize. This will bounce at some point and rattle you’re fucking tail feather. Don’t be a cuck. Grow a pair.
To everyone selling before this legendary run - I will send you a cease and decist
The market maker minted $1 million AMC stock tokens as buffer supply for the long weekend, which is about 80% of what's in the MEME/AMC pool. Rough rough estimate is that MEME/AMC would have to hit $215 million for the market maker to run out of buffer.
if you made life changing money be smart about it. pay you debts off and eat some popcorn and watch a movie n
every liq suck makes the coin more durable - this is everything we talked about this cycle. buckle up.
People are still treating the $MEME/$AMC squeeze like a theory. It already happened. AMC closed at $2.54. AMC Stock Token printed $18.04. Supply had to expand from 157,844 → 1.5M tokens to kill the dislocation. Now $MEME has 22K+ holders, $250M+ volume and a 3-day weekend to trade while the underlying stock market goes dark. If demand outruns fresh AMC inventory again… good luck. A Meme Coin flipping AMC is the narrative. 🍿
Excellent analysis by @decentrlizordie -The higher $MEME goes the more $AMC stock they own - The more @CEOAdam of AMC gets angry. - The more attention back to $MEME Great middle finger flywheel. Never fade middle finger trades in crypto
Regardless of the price this stuff is actually frying me dude “CEASE AND DECIST in all caps was my attempt at humor. It was a cross between Desist (which means to stop) and De-cyst (which would mean to remove a cyst, something that causes pain and discomfort).”
can’t get a rainbow without a little rain can’t get a big rip without a little dip can’t get love without a little pain
okay here’s the reality we just experienced a top 10 crypto lore moment up there w the likes of “steady lads” and “1) what” the phrases of the last 24 hrs will be used for generations to come “send your lawyers and we’ll educate them” “we stand behind stock tokens” therefore, this is a pure zero or hero play for me what an honor to be part of this moment with you all
A Meme Coin
$MEME Robinhood Chain LONG
- Market cap
- $29.4M
- Liquidity
- $1.5M
- Volume 24h
- $5.5M
- Holders
- 31.3K
- fomo holders
- 16.1K
Top holders
Updated 2m ago16.1K fomo users hold $MEME · top 48 by value
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I’m extremely bullish on $MEME. It’s one of the very few tokenized-stock projects that has already gained global exposure, even making it … more
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(continued from the last thesis) remember: Robinhood helped send $DOGE to an $88 BILLION market cap two cycles ago they already gave mi… more
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I'm going to look for a job. more
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as for me, i like the stock (pair) more
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no thesis yet
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Imagine selling for a 10% profit instead of waiting a bit for 6000%. Tragic more
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Should pick up any moment, good area to bid more
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no thesis yet
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buttcoin more
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Robinhood listing soon pls. more
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要钱不要吸毒，知不知道 more
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https://x.com/kyle/status/2097645745100722607 more
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🍿🍿 more
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ask chatgpt how much more mainstream attention the vlad/amc controversy has gotten these last 2 days, and compare to its price action more… more
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The calm before the storm more
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起飞起飞起飞 more
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vlad vs cable more
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Billions more
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The SEC is opening the door for tokenized securities to trade onchain. https://www.sec.gov/newsroom/speeches-statements/uyeda-statement-in… more
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no thesis yet
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What’s the concern? more
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flip the stock. more
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no thesis yet
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okay here’s the reality we just experienced a top 10 crypto lore moment up there w the likes of “steady lads” and “1) what” the phrases … more
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THE SHOW WILL CONTINUE WETHER YOU LIKE IT OR NOT🍿 more
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what will happen when the only people left holding this coin don’t care about the catalysts more
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It's just a waiting game now until we get a glorious catalyst post on X or something like that. more
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no thesis yet
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vlad is showing how it’s done. hes deeply plugged into the trenches. it was just day 1 of sol eco rotation from rh and he decided to follo… more
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no thesis yet
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no thesis yet
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If it were a catalyst coin it would be called catalyst but it’s a meme coin so it’s called meme. more
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no thesis yet
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Just hold n chill🍿 more
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Just imagine we can trade in robinhood app and share amc? more
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no thesis yet
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no thesis yet
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有说法的 more
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https://x.com/skwezmadden/status/2100918038501400775 more
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no thesis yet
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no thesis yet
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100m let’s get back more
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no thesis yet
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its meme time haha more
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Looks like all the jeets have sold. Bottom confirmed. more
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Auerlius thesis just dropped, get ready to see another set of sells 😆 more
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no thesis yet
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MEME should flip AI imo! If the holders behave similar and not paperhand it is the only tokenized stock coin vlad follows on twitter. Likel… more
Fades on $MEME
all →No fades on this token yet.