Project Mayhem
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FA plays, narrative plays, TA, and market thoughts from LD. Degen plays posted here that are too degen for X. This is a diary. NFA - always DYOR.

https://twitter.com/LordDurden
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Finally started review and accumulation of high FA projects again. Criteria are simple:

1) Find high FA projects that launched last run and have been obliterated and are now significantly undervalued, or;
2) Find new undervalued gems that the market has not yet picked up on.

First addition based on the former is Blockbank/ $BBANK:

> None stop building during the bear market
> About to finalise strategic funding of $6M (with rumours of an incredible lead investor)
> About to obtain access to tens of thousands of new clients
- Addition of a top tier regulated launchpad for $BBANK holders in Q4
> Full incoming rebrand

Their main competitors are crypto.com and Nexo which are both sitting much more than 100x+ above $BBANK in terms of market cap (360x+ for $NEXO and 1500x+ for $CRO).

An easy addition for me at a current MC of $1M ($0.003 per $BBANK). Will likely include a more formal FA write-up in the future.

https://www.coingecko.com/en/coins/blockbank

Other:

> If you buy on the Blockbank app there is no slippage. So for decent sized buys it's really worth it. Beautiful app also and available on the Apple and Play stores.
> I invested in their strategic round in 2020-21.

These are my personal thoughts and plays. This is principally meant to serve as a diary of sorts. Nothing here should be construed as financial advice or an endorsement to buy.

Edits/ updates:
- The lord giveth and the lord taketh away, this went x90 and came all the way down, narratives rarely last in this game, which is why it's always essential to TP on the way and up and never overstay your welcome. Our first major win of 2023 though, and a signifier of the type of plays you can make when you're locked in and early.
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https://www.coinbase.com/blog/fact0rn-blockchain-integer-factorization-as-proof-of-work-pow

FACT0RN is the only PoW blockchain I’m aware of that received a grant from Coinbase.

One of the original DOGE developers is part of the project and it’s currently below $1M MC.

The native $FACT token is only available on mediocre exchanges such as XeggeX https://xeggex.com/market/FACT_USDT and at that market cap I’ve been buying.

Similarly themed PoW projects with far less narrative are running 50x higher. Very decent RR.

These are my personal thoughts and plays. This is principally meant to serve as a diary of sorts. Nothing here should be construed as financial advice or an endorsement to buy.

Edits/ updates:
- This hit $100. Epic run. Sadly my FACT got stolen by XeggeX. Never leave your coins on these dodgy exchanges!
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I’ve been buying DEXTF. Targeting new ATH’s. High conviction play.

In short:


- Genuine partnership with Deutschebank.
- Recently talked about in a PwC report
- Onboarding more Tier 1 banks.
- Fees from all B2B relations will accrue to DEXTF token holders
- In talks with several Asian Top Tier exchanges to offer RWA baskets.

To quote someone in Club Dinero recently: "Everyone bought in 2021 expecting the above, then sold before it happened, now the above items have has actually happened, and yet people are afraid to buy..."

That to me screams opportunity.

Notes:
- More liquidity added recently on Uniswap means this is easier to buy into.
- Avoid the Avalanche pair. There is an issue with Multichain since their CEO got detained by Chinese Law Enforcement.

https://www.coingecko.com/en/coins/dextf

These are my personal thoughts and plays. This is principally meant to serve as a diary of sorts. Nothing here should be construed as financial advice or an endorsement to buy.
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GM folks,

Wrote this tweet in May when the level of pervasive bearishness around was absolutely perplexing:

https://x.com/LordDurden/status/1659228545808322567

Now, like then, am convinced more than ever that we are witnessing the foundations of a monumental bull run being laid...

To recap from the tweet, all this is coming to fruition or imminent:


> Disinflationary AI-driven productivity boom
> Diminishing inflation
> Soon-to-be declining FED rates
> Impending ETF approval
> SEC losing its war versus crypto (in particular versus Grayscale and Ripple)
> Mass blue chip institutional approval (Blackrock, Goldman, Deutsche Bank, Fink, Druckenmiller, the list goes on....)

The search and grind will long continue!

These are my personal thoughts and plays. This is principally meant to serve as a diary of sorts. Nothing here should be construed as financial advice or an endorsement to buy.
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Look at the COVID bottom fractal on the Nasdaq too, it's eerily uncanny.

And playing out with an almost perfect symmetry.

If so we are about to go into absolute overdrive, fuelling the thesis that this is infinitely more like March 2020 than June 2021....

https://x.com/LordDurden/status/1937390841514836163

https://x.com/LordDurden/status/1900283987399999991
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x4 and initials out on #PRICELESS.

x4 and initials out on #TRILLIONS.

https://www.defined.fi/plasma/0x638f567d445e60e1ac1afd369f53176fe9d5f93d?quoteToken=token1&cache=a630f

Trillions could really run here as the default flagship meme on Plasma/ XPL.

Even Ansem now talking about it

https://x.com/blknoiz06/status/1971818595593388151

Lots of people still no idea how to buy this.

What I did:

- Bought BNB wrapped XPL on Binance
- Bridged it over to XPL XPL on stargate.finance/bridge
- Bought #TRILLIONS on dyorswap.org with XPL

XPL maybe the play of the cycle for large caps, what if #TRILLIONS is the play of the cycle for memes?

Either way we now ride this up now risk free....
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TRILLIONS $20M MC and counting, looking like a solid pick as XPL continues to utterly dominate majors

Check the moon math

https://x.com/LordDurden/status/1971998372430049454

TP on the way up gradually, moon math doesn't always play out, though I hope it does

$TRILLIONS

Edits/ updates:
- Hit $60M MC and took initials and more out.
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AVICI (Neo Bank meta) breaking out on SOL....

Hoping will be a $50M+ runner given how prevalent the Neo Bank meta is right now

https://dexscreener.com/solana/5gb4npgfb3mhfhsekn4sbay6t9mb8ikce9hyikyid4td
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https://x.com/LordDurden/status/1983461560400887836

It's DEXTF by the way

I still scratch my head that DEXTF has achieved all this and is still at $10M MC

It's tried to break that 50 cents level a few times, gets smacked down, and always gets bought up below 10 cents

Well I think that this accumulation is about to come to an end

TVL is increasing

https://app.rwa.io/project/memento?tab=Tokenized-Assets

DeutscheBank about to publish another paper with them

Ethereum, Base and ZK Sync now behind them

I think this is a KTA in waiting, shares so many similarities now it's on BASE

It's been a long hold, that's for sure, but I think it's time to reprice
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Popped nearly 80% today and close to breaking a 2 year downtrend….

Come on $DEXTF let’s send back to previous ATH 🙏
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Whist DEXTF has pulled a x2 this week it’s still only at $12M MC.

That’s peanuts.

I see this back at ATH of $4+ eventually.

Woefully underpriced currently and still an absolute steal IMO…

https://x.com/lorddurden/status/1984238741020385587?s=46

It’s like a x200 to ONDO levels which is its most thematically adjacent competitor…
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Project Mayhem
AVICI (Neo Bank meta) breaking out on SOL.... Hoping will be a $50M+ runner given how prevalent the Neo Bank meta is right now https://dexscreener.com/solana/5gb4npgfb3mhfhsekn4sbay6t9mb8ikce9hyikyid4td
AVICI now at $33M MC up from $11M MC, a decent liquid x3, this is now getting attention from Solana and a lot of bigger accounts.

Initials out now, and will TP the rest near $100M MC, whilst keeping a “moon bag” in case of it being a major runner.

Risk free and riding an on chain runner amidst wider market brutality.

This is the way.
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