Guys I did some hard hitting investigative journalism

https://x.com/lowercaseboot/status/1872071138089812349

I'll be locked in here from next week onwards. Heading back to South East Asia to cook again. May or may not post a few rugs.

Retard thesis inbound.

Pump fun getting a class action by Burwick Law. See Tweet > https://x.com/BurwickLaw/status/1880052012353560815

Yes it already ran but this has mind share and could come back on news of successful litigation or even just as a meme.

I think it's retarded enough to repump and relatively low risk. I dunno, just a meme investment thesis that is more funny to me than anything else.

CA 1: 5mEqGwSxm1fKj2PRDTGwWwBbiTQH7uTVk2hMR2gWpump
CA 2: 82cL4WeWcTBeb6V1gfR561UJPkyGgMXKVAdm16Ytpump

Shorting major memes with the $TRUMP pump happening. Seems like an easy game to play short-term.

Use https://app.hyperliquid.xyz/join/BOOT if you're interested in losing money.

Should I make a small gc for early plays on these types of calls? Would cap it at 20 autists only.

This just did a cheeky 3-4x.

CA: 82cL4WeWcTBeb6V1gfR561UJPkyGgMXKVAdm16Ytpump

Trust in pappa boot.

Big fan of $TRENCHER. I feel like the wholesome vibe will resonate with a lot of people outside the current 2 hour hold meta. Been in since much lower but looking at quality in a stream of shit lately and this has me interested.

Ca: 8ncucXv6U6epZKHPbgaEBcEK399TpHGKCquSt4RnmX4f

FYI - my $FARTCOIN bag would be $13 million rn if I held.

This piece of shit thesis did not work out.

Holding is still retarded it seems.

Ok ran some shorts on Zerebro when the dev faked his death. Scalped some easy +50% profit on that but then jeeted because the market dictates one be scalpy when you profit off someone's fake death.

Still holding $TRENCHER cause @wirelyss is really working for that bag and it's panning out.

Potentially parking some stables on some yield farming platforms to edge out some sweet sweet 10-20% APY because that's what stage of the market this is.

Have some buys triggered for $SOL sub 100 but we're not there yet.

Building a product also if anyone wants exclusive access. Information toolset, super low key but useful for trenching.

Haven't posted any trade thesis stuff lately as it feels pure gambol season.

I was bullish on the believe eco but Pasternak dragged his feet on that too long and pivoted into Web2 larp territory too hard. Probably it has another run, but there were hotter narratives in other ecos short-term.

I've been heavily clipping profits to stables because there doesn't seem like a good risk to reward to squeeze out profit on majors at these levels (outside BTC).

After 5 years of seeing this play out I can only say that I don't know which way we go from here, as ETFs changed the equation too much.

All I know is that a new meta will kick off soon, and majors at some point will collapse.

Maybe bid smol on rotation games but be conscious of pump token sucking liquidity in the near future.

If someone has a concrete thesis on what is going to happen lmk so I can bid that.

Musings on the market.

Flight to safety in established coins seems to be the new meta. Fresh pairs/bundled slop is over for now.

I had a strong thesis on Brainlet - scooped 1% at the lows - ended up selling for break even because I am a Jeet and now look at it. That's my poverty tax at play IRL.

Thinking that this same logic could apply to George Droid. Pretty funny coin that traditionally has done well over time. $2 million seems like a good deal. Again, this is team dependent. I don't know behind the scenes just a gambol.

Nub was a similar thesis that I didn't bid the lows on, so I'm thinking what else fits in this bucket (I wanna expand this to have 10x coins in this category).

I still have a small position in Trencher also. Not sure why but I just like the vibe.

I'm not that interested in other plays like Virtuals or slop farm but did dabble on Avax runners a bit with limited success.

All in all seems there is no clear narrative right now. GCs at all time lows in terms of noise. I am sitting on liquidity stacks waiting to see what happens next.

If someone has a good thesis LMK.

Shorted the market last night, feels good. I won't larp about knowing how this geopolitical stuff plays out only that I will be paying attention to buying opportunities soon on majors. Rotating now to war themed stuff seems mid curve.

Probably back communities that keep showing up while sentiment is so low. I took a position in $ZESTY, not because I understand it at all, just because the dev is streaming everyday and trying to build a cult around it. I've been burnt not selling those type of coins before (namely $XD) but there's a niche on CT in which that stuff is super popular - see example of what fascist did again with McDonalds token going to $3 mil.

Some other tokens like $SITUATION I feel had amazing mind share but failed to really launch, possible buying opps on those kind of coins rn. No hard shills here, just going to keep riding shorts, and have liquidity ready to buy majors. Only slightly in gambol mode rn. Things could go either way here.

Also I'm sorry but this was a banger - https://x.com/lowercaseboot/status/1936621649262158178

$ZESTY In this economy?

Think of these cult plays like cockroaches, it doesn't matter about macro sentiment because people will put money where it's fun to hold. Active communities are key. Nelli is doing daily streams to build an army of autists. It's the fascist play book but streamed.

Stream meta is real in times when boredum peaks. AKA now. I would say the same for something like rasmrs coin if it was priced better.

Remember pump.fun is gonna pay some of these top content creators. Backing top underdog streamers will be a meta.

Guys some greater explanation on my thesis around creator coins

https://x.com/lowercaseboot/status/1937316766105108942

Tick of approval from alon. Crime pumps coming. (He liked the tweet)