FYI - my $FARTCOIN bag would be $13 million rn if I held.
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boot's book of moderately ok analysis.
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: 8ncucXv6U6epZKHPbgaE…
This piece of shit thesis did not work out.
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.
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.
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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.
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.
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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.
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.
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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.
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.
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Also I'm sorry but this was a banger - https://x.com/lowercaseboot/status/1936621649262158178
boot's book of moderately ok analysis.
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…
$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.
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.
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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.
Remember pump.fun is gonna pay some of these top content creators. Backing top underdog streamers will be a meta.
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Guys some greater explanation on my thesis around creator coins
https://x.com/lowercaseboot/status/1937316766105108942
https://x.com/lowercaseboot/status/1937316766105108942
X (formerly Twitter)
boot (@lowercaseboot) on X
Calling it now: creator coins are the next meta.
Think about it.
Pump fun wants to flagship streaming, which means there’s gonna be on-chain crime baked into early valuations. Higher price = mor…
Think about it.
Pump fun wants to flagship streaming, which means there’s gonna be on-chain crime baked into early valuations. Higher price = mor…
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Tick of approval from alon. Crime pumps coming. (He liked the tweet)
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Added some more streamer coins as more people seem to be catching on to the model.
Picked up $OVREXPOSED by @OverExposedShow. This is Dancing Eddie's coin - tied to his show, which is basically riding the podcast meta. He’s had some solid guests on, and I’ve found most episodes interesting. At a 100k market cap, it’s a decent gamble.
Got a small amount of $PGC, some old man streamer. Haven't managed to catch this stream yet but heard it is ok. This is my lowest conviction gamble.
Still mainly bullish on $ZESTY, it keeps looking like it wants to break out from this 500-700k range. Moreover, Nelli is doing like 12-18 hour streams for this which will eventually get noticed.
I don't expect any of these to insta cook, or to even hold these levels until it gets closer to pumpfun putting money into the ecosystem. Remember, Alon wants to make PF a streaming home. That takes money, and some shenanigans on making the creator token prices go up so that people make money off this. He will absolutely 1.) pay streamers, 2.) pump token. If it's just streamers making money audiences will move from platform to platform, so it's about incentivizing them with rewards too. I believe we'll see this role out in due course.
This is very early meta. Many people fading it completely because they hate streamers and don't see the use case. This is mid curve. The use case is these guys wanna do it, and they will throw money at it to make it appealing. It doesn't matter that the streams are boring (this is like most crypto products). It only matters that prices goes up, and good metrics are manufactured to attract volume and an audience.
Picked up $OVREXPOSED by @OverExposedShow. This is Dancing Eddie's coin - tied to his show, which is basically riding the podcast meta. He’s had some solid guests on, and I’ve found most episodes interesting. At a 100k market cap, it’s a decent gamble.
Got a small amount of $PGC, some old man streamer. Haven't managed to catch this stream yet but heard it is ok. This is my lowest conviction gamble.
Still mainly bullish on $ZESTY, it keeps looking like it wants to break out from this 500-700k range. Moreover, Nelli is doing like 12-18 hour streams for this which will eventually get noticed.
I don't expect any of these to insta cook, or to even hold these levels until it gets closer to pumpfun putting money into the ecosystem. Remember, Alon wants to make PF a streaming home. That takes money, and some shenanigans on making the creator token prices go up so that people make money off this. He will absolutely 1.) pay streamers, 2.) pump token. If it's just streamers making money audiences will move from platform to platform, so it's about incentivizing them with rewards too. I believe we'll see this role out in due course.
This is very early meta. Many people fading it completely because they hate streamers and don't see the use case. This is mid curve. The use case is these guys wanna do it, and they will throw money at it to make it appealing. It doesn't matter that the streams are boring (this is like most crypto products). It only matters that prices goes up, and good metrics are manufactured to attract volume and an audience.
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