Three key points for consideration - (i) it's clear big money is made by sitting on conviction plays and not rotating, with month+ horizons, (ii) the leading AAPL paid on Long will 100% trade in the hundreds of millions, (iii) Long is built on a foundation of trust who has spoken outwardly on looking out for the good guys (consistent teams like iCoin) vs bundled extractors
Older theses
196 in fomofeed
Hard working team, generational ticker, phenomenal large cap pairing with AAPL. iWorship.
$AI: ~$250–300M mc, ~$300K vault. $ICOIN: ~$3M mc, ~$60K vault. Nearly 100x smaller valuation, yet already ~20% of the vault. Add the flywheel: volume → $AAPL accumulation + $ICOIN burns. A coin with an i. 🪙
I think we're slowly moving toward a next 'meta' in token platform launches that many don't see yet, and it involves @longdotxyz and @Natan_benish It's getting a bit saturated in terms of new platforms launching w slightly different features, etc to warrant token go up (I like this btw but just saying) What I think we're moving toward and it's great for trenches is a more bespoke approach to launches - one that sees fewer good launches but at the same time works w top pairs to truly become billion dollar runners From my knowledge this is partly was Long is doing including working hand in hand with top teams. Still early I see a world where $Ai w nvidia, $iCoin w Apple, $moo w MU, and hundreds of other pairs serve as the one for each of these stocks and trade in 100s of millions min each iCoin will be the leading pool for a top 2 stock and biggest brand in the world. Go price that
I found this $iCoin thesis from one of the holders on fomo. In all seriousness here’s the thesis 1. anyone can supply control a new launch and run it up in the short term. sustainability is hard work. the iCoin team has persevered through ups and downs so you’re buying a proven product. 2. there’s already a leading “inu” in AI. inherently any other inu is a derivative. some of you like the iCoin name, some of you don’t. but it’s memorable, catchy and fundamentally differentiated from the AI leader. 3. 10x the number of holders 4. one of four tokens on Long with vaults and proven prioritization of holders and liquidity 5. the content is genuinely funny and memorable. 6. i dont believe in borrowing conviction but DumbCrayonEater is one of the main characters of this cycle. he’s betting hard on icoin. don’t buy bc he’s in but it’s a data point. ill plan to keep adding starting next monday unless these data points change in the meantime iWONTFOLD
Last thing I'll say for a bit - if you're here give the lord a little thanks tn. My god we couldn't ask for a better set up - now we let it cook. Long is setting up to be the leading robinhood eco, this is arguably the cleanest branding of them all of a top 2 largest stock with the leading meme sitting 100x from here, its OG and battle tested over a month w great distro, vamps have only made it stronger, we have the goat crayon, i could go on. Do not get shaken, it takes one day / catalyst for this set up to go into orbit
in all seriousness here’s the iCoin thesis - 1. anyone can supply control a new launch and run it up in the short term. sustainability is hard work. the iCoin team has persevered through ups and downs so you’re buying a proven product. 2. there’s already a leading “inu” in AI. inherently any other inu is a derivative. some of you like the iCoin name, some of you don’t. but it’s memorable, catchy and fundamentally differentiated from the AI leader. 3. 10x the number of holders 4. one of four tokens on Long with vaults and proven prioritization of holders and liquidity 5. the content is genuinely funny and memorable. 6. i dont believe in borrowing conviction but DumbCrayonEater is one of the main characters of this cycle. he’s betting hard on icoin. don’t buy bc he’s in but it’s a data point. ill plan to keep adding starting next monday unless these data points change in the meantime
$AI ran to 16M, came all the way back down to 1.4M and everyone had the chance to buy it there. Only dumbcrayoneater DCA'd the full way. Today it’s at 300M. $iCoin is that same exact setup. OG Long is different
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.
With $AI people forget that crayon was the only one bullish and standing up when it dipped to below a mil before up only. Think more than twice if you think a 2 day old bundle screaming they won becomes the defining aapl pair - this token has it all and is OG Long and I stand on that
people will slowly realise that they are being farmed on that fake ai slop and they ll come back here
iCoin
$ICOIN Robinhood Chain LONG
$0.002284
-18% 24h
- Market cap
- $2.3M
- Liquidity
- $229.8K
- Volume 24h
- $442.5K
- Holders
- 6.2K
- fomo holders
- 4.3K
Top holders
Updated 1h ago4.3K fomo users hold $ICOIN · top 49 by value
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iFeel good about iCoin. i bought more today and I’ll plan to keep buying if the price stays in this range. im sensitive to owning too much … more
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Consistent team for 1+ mo, good supply distribution over this period. In my opinion it's the cleanest aapl pair setup. iWONTFOLD more
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Consider my iCoin burnt until the vision is fulfilled. iWillNotFold. more
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I’d rather lose with DumbCrayonEater than win with unipics more
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one of the few (if not the only one) tokens actually treating it like a *token/coin*. also believe it captured a good essence of apple and … more
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Shout out to ethersole, mine burnt too. iWONTFOLD. more
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iConviction more
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Easy 10m+ coin at bounce. Higher more
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VITALIK LOVES iCOIN 👇🏼 https://x.com/vitalikbuterin/status/933544458066345984?s=46 more
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VITALIK (2017) -As opposed to iCoin, the proprietary cryptocurrency created by Apple? Because I'm an advisor to that too. more
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no thesis yet
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no thesis yet
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Keep the grind up icoin community U dont get honey without some stings more
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6.3k holders. Simple concept. Funny. Not a rug lol. Great entry price imo more
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iCoin gonna jCurve soon more
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bonk guy hasnt seen his dick in 18 years more
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no thesis yet
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no thesis yet
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There's levels to this. I don't care what big and powerful accounts push or say, iCoin is undoubtedly, 100% the purest token branding assoc… more
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Remember $AI went to 1m-2m marketcap before ripping up more
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iCoin more
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iBUYDIPS more
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Okay, okay, okay. I need the price to go up. I can’t take this anymore. Every day I’m checking the price and it’s dipping. Every day I ch… more
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🗿 more
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peter said buy icoin more
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joining the gang, mine too more
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Dumbcrayoneater hasn't been in any controversy wherein Unipcs is playing games. Check his statement on Golden goose. more
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no thesis yet
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Vitalik shouted out iCoin in 2017 btw https://x.com/VitalikButerin/status/933544458066345984?s=20 I can't believe nobody noticed yet lmao… more
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no thesis yet
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Buying more more
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I’m ready!! more
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Bonkguy is 5’4 320 more
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iFullPort more
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no thesis yet
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kinda convinced when this goes it’s going to melt faces more
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Fades on $ICOIN
all →No fades on this token yet.