Another vip cook 😋😁

Waited for a real dip before adding more and sharing this.

I’m not here to regurgitate AI slop or bury you under a 5,000-word thesis. These are simply my thoughts on where the market is heading, where I see the asymmetric opportunity, and where I’ve placed my bets.

1. The memestock meta is defining this cycle.

Like it or not, outside the launchpads, virtually every $200M+ runner of this mini-cycle has been tied to the memestock narrative.

$STONK. $ZCAT. $PONS. $AI.

Now $SI is potentially positioning itself as the next $300M+ runner—and once again, it’s a memestock.

2. The market is learning from the first generation.

The early memestock launches established the template. The newer ones are improving it.

$AI paired with NVIDIA, but holders weren’t directly rewarded in tokenized NVIDIA.

$SI improves on that structure.

I’m not saying it replaces $AI. I’m saying the model is evolving, and I think $SI is one of the projects positioned to benefit from that evolution.

3. NVIDIA was the obvious first experiment.

NVIDIA worked because it was the most liquid tokenized stock and therefore the natural asset around which to build the first serious memestock experiments.

Marscoin worked because it combined the SpaceX IPO narrative with the CZ factor.

Beyond those, no stock-paired meme managed to sustainably break $100M MC until $ZCAT.

Then $ZCAT changed the game.

4. $ZCAT proved the power of altcoin pairs.

The Zcash pairing created incredible reflexivity.

But two structural issues eventually became obvious:

A. Taxes become increasingly problematic at scale.

A high tax might be tolerable when a token is $1–5M.

At $100M+, whales think differently.

Nobody wants to put $1M into a position knowing $30–50K disappears before the trade even starts.

B. The pair creates a ceiling.

$ZCAT launched while Zcash was ripping.

Naturally, when Zcash consolidated, $ZCAT did too.

I still hold $ZCAT and still think it goes higher.

But the market has now learned from it.

5. That brings me to $BATON.

I think $BATON is the cleanest iteration of the model so far.

Why?

A. It rewards holders in $PUMP.

You aren’t simply holding a meme. You’re participating in the underlying ecosystem.

B. The 1% tax is actually scalable.

Low enough for whales to size in.

Low enough for traders to rotate.

Low enough for the token to potentially support much larger liquidity.

That matters enormously if the goal is a $100M–$200M+ asset.

C. Pump is becoming the centre of gravity for crypto.

Pump has evolved far beyond a launchpad and has become one of the largest revenue-generating businesses in crypto.

If that ecosystem continues expanding, $PUMP should capture an increasing amount of attention—and $BATON gives you a memetic way to express that thesis.

D. The chart has already been completely reset.

$BATON retraced roughly 90% from its $18M MC peak.

It has since been taken over by a CTO led by people with serious track records in this market.

The holder base is getting stronger.

The community is getting stronger.

More people are adopting the $BATON identity and actively building around it.

E. The branding is almost too perfect.

The baton represents transition.

A changing of the guard.

A new meta.

Opportunity being passed from one holder to another.

The meme writes itself:

You ape $BATON.
You accept the call.
The baton has been passed to you.

If the memestock meta is still in its early innings, this is the bet I feel most comfortable concentrating on.

I was up $80K and didn’t sell a single token.

Not because I couldn’t.

Because I believe the opportunity is considerably larger.

That’s also why I’m making my position public.

My personal thesis is that $BATON can potentially reach $200M+ MC over the next month or two if the memestock narrative continues expanding and the Pump ecosystem keeps compounding.

And the longer-term setup is what interests me most.

If Pump continues growing across multiple cycles, $BATON has the potential to become an ecosystem-native meme that people continue holding and trading alongside it.

I’ve placed my bets.

I’m not interested in chasing anything else.

Back to climbing mountains.

See you soon.

You do realize

looks good

they go live today btw

I acquired some $genie

noting its Alch team (250m) during the bear market.

https://x.com/geniebuildAI/status/2105673826918908165/video/1?s=46

They released one of the most practical AI tools I have observed.

0x7859dfc99f4db48e1aecd8cb1a42f1ba0b0a7012

Fullported $SI at 35m

bottom

bang

much higher

very experienced team

very good tek

there was one guy selling for the past hour

You won’t get an easier layup than $STONKEX ever

10x on size

To start things off

Base understood they need to feed the trenches

This idea originally got presented to me by ISSA

Issa is already a good enough trader that I don’t myself need to really have my own thesis and I’d blindly ape in

But then I dug a little more into it and got myself pretty bullish

My first buys were above .7 and I’ve just lowered my avg a little bit now that it’s ducking under that

I’m done buying for now, another 10-20% down wouldn’t bother me cause we’re looking at another long term hold like ZEC here for me

Multi coin has publicly shilled 3 coins, Hype Zec and now Grass

Let’s ride

Lol

Pass the baton

What did I say earlier today?

If you know how Ansem works, you'd know everything he says and does is intentional. He's consistently proven to be the top 1% of traders in CT