a lot of the discourse around $EMBER over the past 48 hours has been completely overshadowed by FUD after i announced my purchase

so let me clear that up first:

1. 'there's a 50%+ Bubblemaps cluster'

untrue and already debunked by Bubblemaps themselves

2. 'Meteora isn't supporting this'

i erroneously said it was launched by Meteora when what i should have said was that it was the main Meteora launchpad

this got amplified after the dev publicly called out Meteora, but that has now been resolved

Meteora's ecosystem page has acknowledged Ember and they've now featured it on their ecosystem launchpads page

but here's the part a lot of people don't know:

i actually saw $EMBER around $3m market cap

and ignored it

for an entire day

then i came back and started slamming size from around $7m all the way up to $20m

so why would i buy something after it had already done multiple X?

three reasons:

1 — i took a deeper look at the tech

and realized Ember isn't just another launchpad fork:

- you can pair launches with SOL, USDC or 150+ tokenized stocks
- it's the main Meteora launchpad and uses their Dynamic Bonding Curve tech. nothing Meteora-related has gained this much traction in ages, and Meteora is one of the biggest brands on Solana
- users also have significant flexibility over what happens to token tax: it can go to holders, burns, SuperLotto, the token team, etc
- their Daily Jackpots feature is also genuinely unique. as far as i'm aware, they're basically the only launchpad doing this
- then there's the DAO functionality i.e. token holders can influence what happens to a token after launch: for example, they can vote to change buyback/burn into rewards, or rewards into buyback/burn
- ^^ i stand corrected if i'm wrong, but i believe Ember is currently the ONLY launchpad in the space with this DAO functionality

so no

Ember isn't just another launchpad fork

it could potentially be one of the most innovative launchpads we've seen recently

2 — i looked at the data

$EMBER launched just 3 days ago

and already has:

- $51.7m volume
- $561k in fees
- 2,041 coins launched
- 41,800+ unique holders
- 149,000+ Solana transactions

and a noticeable amount of that traction happened BEFORE i bought or talked about it

this is actually why i changed my mind

i saw Ember on day one around $3m and dismissed it

then i watched the data explode on day two

and realized i had potentially been looking at something much more interesting than i initially thought

so i bought

at several X the price i first saw it at

this is exactly how i traded $PONS

i saw PONS below $1m market cap

ignored it for an entire day

then bought around $4m

and started hardcore shilling it in the trenches and on fomo

many responded by dismissing it and suggesting it will die because 'it has no runners' and 'there's no traction'

i disagreed

because i wasn't looking at whether other tokens were running (yet)

i was looking at the DATA

PONS had more traction than any of the new launchpads trying to fill the void after Noxa quit on Robinhood Chain

i have held it through almost a 25,000% run over 2 months

and i'm STILL holding because i believe it's headed for multi-billions

that trade taught me something important

if you're judging a 3-day-old launchpad primarily by how many 'runners' it has, you're midcurving the trade

you're looking at the scoreboard

instead of looking at what is actually happening underneath

3 — i reject the idea that Solana can only have ONE winning launchpad

this entire narrative that 'there can only be one winning launchpad on Solana' is nonsense

and frankly, it's antithetical to crypto

Robinhood Chain has multiple winning launchpads

BNB Chain has multiple winning launchpads

Solana has dominated the trenches for far longer than either of them

why would it suddenly be impossible for another launchpad to emerge?

and i'm not going to trade based on consensus!

my biggest trades have generally come from identifying something BEFORE the market agrees with me

not after

because by the time everyone agrees

the asymmetric upside is usually gone

that's exactly what happened with PONS

and that's exactly what i'm looking for with $EMBER

this is a trade for me

i have zero relationship with the team

i cannot control what the dev does

and this is obviously NOT financial advice

i reserve the right to execute this trade however i want, whenever i want, without having to explain myself to anyone

but after 48 hours of CT attacking and fudding me over this position

i thought it was important to finally explain why i bought

i didn't buy $EMBER because someone told me to

i didn't buy because it was consensus

and i certainly didn't buy because i needed another launchpad bag

i bought because i initially ignored it at $3m

then watched the data explode

then dug deeper into the tech

then realized i might have been looking at something the market hadn't fully priced in yet

and THAT is exactly the type of opportunity i'm always looking for

i.e. getting positioned before consensus

not after

$USELESS dip buyers are going to end up being VERY, VERY happy soon enough!

Robinhood Chain eco looking very good 👀

IMO, the people buying these dips right now are going to be VERY, VERY happy over the next few months

this is exactly the kind of environment where you want to be accumulating before the next leg up

i think the next wave of the Robinhood chain eco pump will be far more aggressive than anything we've seen in the past

$PONS probably breaks out of this triangle soon and pulls another MONSTER rally that will surprise a lot of people

i won't be surprised at all if we see new ATHs

the crazy part is that the fundamentals have only gotten stronger during this entire consolidation

- consistently generating $1M+ in daily revenue for the past two weeks, even while Robinhood chain has been cooling down
- 80% of all protocol revenue continues to buy/burn $PONS, with $2M+ sitting in the buyback wallet on any given day and getting replenished faster than it's exhausted
- 30%+ of the supply has already been permanently burned from protocol revenue, with that number rapidly increasing
- consistently maintaining 75 - 80% of the entire launchpad market share on Robinhood chain
- almost 50% pullback from ATHs despite rapidly improving fundamentals
- annualized, PONS is currently doing $828.58M in fees and $159.05M in revenue while sitting at just a $430M market cap

compare that to $PUMP

$PUMP is doing $1.115B in annualized fees and $460.22M in annualized revenue while trading at a $1.75B market cap

the valuation discrepancy is pretty insane (and even $PUMP is undervalued by crypto standards!)

PONS is already generating a substantial amount of revenue relative to PUMP, yet is valued at a fraction of its market cap

and this is before factoring in what i believe will be accelerating Robinhood chain adoption

if Robinhood chain becomes THE chain of this cycle, PONS is positioned to capture an even larger share of the activity, fees and value flowing through the ecosystem

which is why i objectively see $PONS reaching at least a $5 BILLION circulating market cap at some point this cycle

that's more than 10x from here

and i'm not basing that target on pure speculation

it's based on strong fundamentals, accelerating buybacks/burns, dominant market share and what i expect to be massive growth for Robinhood chain

the market is giving you almost a 50% discount from ATH while the underlying business keeps getting stronger

these are the setups i want to be buying

thank God for fomo!

if fomo wasn't a thing and my trading record wasn't verifiable and right there in everyone's face

CT would have canceled me for good and banished me into oblivion

i have a message for the haters:

you're going to keep seeing A LOT of me in your faces heading into this bull run, God willing

the earlier you learn to deal with it, the better for your health and sanity!

God bless you guys for what you have built #seyong #paulerlanger 🙏🫡

breakout + retest confirmed on $PONS

the last time PONS broke out of a triangle, it pumped 2,200% in 2 weeks

obviously, this setup is different

market cap is higher and the consolidation was much shorter

so i'm NOT saying PONS is about to do another 2,200%

i'm saying:

don't fade PONS triangle breakouts

and the fundamentals keep getting crazier

• another $1m+ revenue day
• 77% of the Robinhood Chain launchpad market
• $162.63m annualized revenue according to DeFiLlama
• 80% of revenue used to buy + burn PONS
• just got listed on OKX, becoming the first Robinhood Chain ecosystem token to secure a T1 listing outside Robinhood itself

that last point is especially important

PONS is becoming significantly easier for the broader market to access and bid

and as i said yesterday:

i can see PONS reaching $5 BILLION+ market cap this cycle

the market is still massively underpricing the combination of:

revenue + buybacks/burns + market dominance + Robinhood Chain exposure + exchange distribution

IMO, this is by far the most underrated revenue-generating token in crypto

don't sleep on PONS!

i was the loudest $BONK bull last cycle

i was screaming about it from the $20m lows, when no one was talking about it, to $4 BILLION+ ATHs while almost everyone on Crypto Twitter ridiculed me

i mean i literally became known as 'Bonk Guy' due to my viral BONK trade where i turned $16k to $20m+ at peak

i think $USELESS is going to go far higher than BONK's $4 billion+ ATH

imagine the headlines when USELESS coin is in top 50 and trading above $1b

then above $2b

then above $3b

literally NO OTHER MEMECOIN has this advantage

none

every mainstream media will talk about it and the cult of believers who think it's going to flip doge

they'll talk about me being the biggest fomo trader and it being my most bullish bag after being up bajillions — IF GOD WILLS IT

they're going to keep using it as the prime of example of exactly WHY CRYPTO IS USELESS

and it'll kind of become a sort of mainstream joke, 'BTC? idk, you might just as well buy USELESS coin! have you seen USELESS coin? yeh, it's a real thing and at $2 BILLION market cap. 2 BILLION?!!! IMAGINE!!!'

like USELESS is that memecoin that has only two options:

DIE or go AGGRESSIVELY MAINSTREAM & TO INSANE VALUATIONS

there is literally no in-between

and it is clear now that it is not dying

so we might as well relax and wait for the insane valuations

i was the loudest $Bonk bull last cycle

i was screaming about it from the $20m lows, when no one was talking about it, to $4 BILLION+ ATHs while almost everyone on Crypto Twitter ridiculed me

i mean i literally became known as 'Bonk Guy' due to my viral BONK trade where i turned $16k to $20m+ at peak

i think $USELESS is going to go far higher than BONK's $4 billion+ ATH

imagine the headlines when USELESS coin is in top 50 and trading above $1b

then above $2b

then above $3b

literally NO OTHER MEMECOIN has this advantage

none

every mainstream media will talk about it and the cult of believers who think it's going to flip doge

they'll talk about me being the biggest fomo trader and it being my most bullish bag after being up bajillions — IF GOD WILLS IT

they're going to keep using it as the prime of example of exactly WHY CRYPTO IS USELESS

and it'll kind of become a sort of mainstream joke:

'BTC? idk, you might just as well buy USELESS coin! have you seen USELESS coin? yeh, it's a real thing and at $2 BILLION market cap. 2 BILLION?!!! IMAGINE!!!'

like USELESS is that memecoin that has only two options:

DIE or go AGGRESSIVELY MAINSTREAM & TO INSANE VALUATIONS

there is literally no in-between

and it is clear now that it is not dying

so we might as well relax and wait for the insane valuations

if $USELESS looks like this while everything else is nuking because the Clarity Act didn't get passed today

what do you think it's going to look like when the market reverses and starts pumping again?

new highs will happen much faster than y'all are anticipating

$USELESS is THE memecoin of the cycle!

fwiw:

i was hoping to post an update about Arc on X later today once they officially announce they're live (i was trying to avoid being hasty like i was with my post from the other day)

but with X technically deplatforming me temporarily i guess i'll just put it here:

Arc is one of the most well-executed chain launches in a long time

i.e. all the integrations with fomo, dexscreener, and a lot of other key platforms right off the bat

the biggest launchpads there seem to be:

• Argus
• Tolly
• Lift
• Long

so that should put things in proper perspective in light of my post from the other day

that said, i'll urge that you exercise caution so you don't lose your money on the chain

Arc is NOT another Robinhood or BNB or Solana

i think a lot of ppl are going to get burnt treating it as such

• Robinhood has the strongest narrative of any recent chain launch i.e. the Robinhood app, basically the most significant retail trading channel in the world, and its massive reach and distribution potential
• BNB has Binance, and i'm sure i don't need to go into too much details about that
• Solana is entrenched and basically the strongest blockchain from a fundamentals perspective + it has massive multicycle network effects that is hard to displace

Arc is a stablecoin chain

i think they might find some good stablecoin (or other) usecases on it

but why exactly would any trencher want to stay on Arc?

i know many would come up with arguments for why trenching would work there due to their bags bias

but lemme ask you this: Tether is FAR BIGGER than Circle/USDC and has more global appeal/likability from crypto people. if trenching/memecoins did not work on Tether's chain when they launched weeks ago, why would it work on Arc which is circle's chain and much smaller relatively speaking?

ofc many attacked me when i gave out a similar warning when Tether's blockchain launched, but they're silent today after my warning has played out to a T

not saying there isn't money to be made on Arc in the short term

i mean i bought a memecoin there today

but i'm treating this as something i need to be in and out of in a few days max

MEMECOINS being the key word here btw

i'm not talking about other usecases of the chain that might emerge

if you get a dip on solid Robinhood and BNB chain memecoins/utility plays, you size in ASAP and hold until Q4 IMO

if you're playing Arc, be careful and treat it as a short term play

A LOT of crypto technicals rolling over here.... meanwhile... $USELESS technicals...

for those who don't get it:

ALL memecoins are USELESS

zero exceptions!

- total market cap of all memecoins: $31 BILLION
- $USELESS market cap: $231 million

still a lot of repricing ahead for $USELESS to achieve fair market value

if there's one memecoin that could pull a $DOGE this cycle, it is $USELESS!

what do you think happens to $USELESS next? 👀️️️️️️

$USELESS making new holder ATHs while everything else bleeds

imagine what happens when the market stabilizes a bit or starts trending up again... 👀️️️️️️