Older theses
663 in fomofeed
$BREW is starting to wake up exactly how I wanted. $8M was the thesis zone. now we’re at ~$17M and momentum is accelerating. if @brewdotfamily really becomes the launchpad people associate with BNB the way Pons did with Robinhood and Stonk did with Solana, this is still early. the chart is expanding. attention is returning. the narrative is getting stronger. $20M first. then let’s see how fast the market starts repricing the “Pons of BNB” thesis. $BREW https://x.com/dancrypto/status/2097713944601506139?s=46
Believe in it. Binance has been quietly letting $BREW build through multiple cycles. Now it’s time for $BREW to make its move toward the next ATH.
he who chases two rabbits catches neither; congratulations in advance if you blocked out the noise these past few days.
my FULL $BREW thesis (read this): Robinhood has Pons. Solana has Stonk. BNB could have Brew. and when you compare valuations, ~$8m for $BREW looks interesting next to ~$690m for Pons and ~$200m for Stonk. but the thesis isn’t just “other launchpads went higher.” Brew is infrastructure. it gives creators and communities a place to launch tokens on BNB and pair them with BNB, stablecoins, memes or tokenized stocks. that matters because the stock-paired meme meta is only getting started. a meme doesn’t have to trade against stables anymore. it can trade against a stock token. another meme. BNB. or multiple assets. Brew is building around that exact trend. this is where the Pons comparison gets interesting. Pons became one of the defining pieces of infrastructure for Robinhood Chain. if Brew captures even a fraction of that mindshare on BNB, the current valuation starts looking very different. BNB already has what most ecosystems are desperately trying to build: users. liquidity. memecoin culture. distribution. Brew doesn’t need to create BNB season. it needs to become one of the places where BNB season happens. that creates the flywheel: more launches → more communities → more volume → more attention → more creators → more launches. then look at the chart. $BREW already proved it can attract serious attention with the first expansion toward ~$30m. then came the brutal flush. normal for a fresh launch. but Brew didn’t disappear. price spent time rebuilding around the ~$4m-$8m region. 12k holders are still here. and now the chart is starting to wake up again. that’s much more interesting to me than chasing the first vertical candle. if this becomes real accumulation, ~$10m-$12m is the first area i’m watching. reclaim that and the previous expansion zones become relevant again. after that comes the bigger question: what valuation does the market give the BNB launchpad that actually wins? because if Brew genuinely becomes to BNB what Pons became to Robinhood or Stonk became to Solana, comparing it forever with random $8m tokens makes no sense. you start comparing ecosystems. obviously this does NOT mean $BREW automatically goes to $200m or $690m. it’s young. competition is brutal. Brew still has to prove sustained usage, volume and product-market fit. that’s the risk. but that’s also the asymmetry. if Brew fails, it remains another small launchpad. if Brew wins? $8m probably isn’t the valuation people will remember. Pons showed what happens when infrastructure becomes part of a chain’s identity. Stonk showed how aggressively this category can be valued. now i’m looking for the BNB version before everyone agrees on which one it is. and right now $BREW is one of the clearest candidates on my screen. BNB has the users. BNB has the liquidity. BNB has the memes. now it needs the launchpad people identify with. something is brewing. https://x.com/dancrypto/status/2097713944601506139?s=46
Just got drained for $230k and I am down $50k here on fomo. Brew is my last chance. woof woof
$BREW survived two attacks, and holders are still increasing during this accumulation phase. Strong holders and investors are joining. The first BSC movers, and we’re still here? Much, much higher soon.
look at the pons chart look at the stonk chart then look at the brew chart and build your conviction
i've sold PONS after the first big drop... biggest regret this cycle this is the second chance
BREW
$BREW BNB Chain
- Market cap
- $6.8M
- Liquidity
- $348.4K
- Volume 24h
- $2.2M
- Holders
- 14.6K
- fomo holders
- 7.3K
Top holders
Updated 22m ago7.3K fomo users hold $BREW · top 49 by value
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Strong - stronger and than higher! 👀 more
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$BREW is holding really well here. We’re about to send it much higher! more
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The bottom felt like the Monalisa being painted :). Godspeed brewers <3. more
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PONS and Stonks are both multi 9 fig revenue generating and value accruing business models It is only a matter of time before a BSC leade… more
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Slow and and steady. Then all at once. more
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if you have doubts, compare brew’s fat lp with its competitors. they couldn’t hit a billion, but looks easy for brew. gm my fav chinese … more
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Brew is brewing and its just starting to brew. more
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History always repeat itself - brew is known by thousands already soon millions more
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real community ☕️ more
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look at the pons chart how the first 6 weeks went Noxa had the biggest mindshare back then and Pons went from 67m down to 15m + multiple u… more
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Another great update from the $Brew team to improve analytics to better track buy backs, burns and token launches. This was a change I was … more
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Brew season coming to BNB very soon, hop on before liftoff more
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If we get through thiis. We will become unstappable. more
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30k thesis’s on BREW is wild more
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bnb crime potential in the future more
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no thesis yet
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Real Party Startseite much higher...over 10Mill we griw much more strong more
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no thesis yet
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Look at Brew (535K) liquidity and compare it to gstock (170K) and 4stock (151K) this is crazy more
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no thesis yet
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I'm back will go down with the ship with you guys, but there is lot of chatter on $BREW Binance will notice.. Not sure what F CZ is doing m… more
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pspspsps cmere big unipcs pspspspsps more
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no thesis yet
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Here we go ☕️☕️☕️🚀 more
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https://x.com/cz_binance/status/2100197973997277520 more
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was that a local bottom? it looks like!! got some nice accumulation around 10k 🚀🚀 more
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no thesis yet
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When will CZ play the games that work on other chains? more
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no thesis yet
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brew more like drew (drill brew) more
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Accummulation phase. $BREW more
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@stizzynakamoto : I know my friends holding $BREW are angry at @cz_binance and also disappointed in him for continuing to ignore @brewdotfa… more
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no thesis yet
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thank you Harry for exiting, you ruined this coin. no more shit holders left…. upwards only 🚀…. time to accumulate more
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no thesis yet
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Billons brewing. more
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no thesis yet
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no thesis yet
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no thesis yet
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That’s facts Alex more
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no thesis yet
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no thesis yet
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Bottomed. more
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Heard things 👀 more
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Can‘t understand CZ. Dosen‘t seem as a rational move for the support for bnb, maybe they will get it… imo this will go anyway, but might t… more
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no thesis yet
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no thesis yet
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no thesis yet
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BREW WILL SHOCK THE WORLD more
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