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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https://x.com/lowercaseboot/status/1938523447220740273
I don't even know why I am shilling this I don't own much at all. I just wanna see how it plays out.
I don't even know why I am shilling this I don't own much at all. I just wanna see how it plays out.
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Some thoughts on the state of the market right now
We're post-thesis. No one really has a solid read on what’s happening. Majors are performing well relative to sentiment, but it’s mostly institution-driven - disconnected from any meaningful onchain activity. Would be interesting to compare network usage or traffic to this time last year, but I’m too retarded to open Dune.
BTC looks stable, but BTC dominance isn’t telling us much anymore. It'll likely continue to rise relative to everything else, but that capital isn’t flowing back into the rest of the market so it doesn't concern the plebians.
PF TGE is coming up. Sentiment’s mixed. Too early to make a call, but the uncertainty says a lot. I'd wait for more info and trust in pappa Alon.
We could pretend launchpad wars are a thing, but they’re not. Meme volume is down, and that's the only thing to pay attention to.
Pasternak also got competent and hired a good social team. Some rotations back into believe eco could occur.
Streamer meta cooled. Still I think there is value here based on PF TGE catalyst and a pivot to streaming. It might be the only real bidding zone.
Still, this kind of environment is usually where new stuff starts to bubble up. Maybe not today, maybe not next week - but something’s coming. Sentiment is too dead for it not to be.
Just keep paying attention.
We're post-thesis. No one really has a solid read on what’s happening. Majors are performing well relative to sentiment, but it’s mostly institution-driven - disconnected from any meaningful onchain activity. Would be interesting to compare network usage or traffic to this time last year, but I’m too retarded to open Dune.
BTC looks stable, but BTC dominance isn’t telling us much anymore. It'll likely continue to rise relative to everything else, but that capital isn’t flowing back into the rest of the market so it doesn't concern the plebians.
PF TGE is coming up. Sentiment’s mixed. Too early to make a call, but the uncertainty says a lot. I'd wait for more info and trust in pappa Alon.
We could pretend launchpad wars are a thing, but they’re not. Meme volume is down, and that's the only thing to pay attention to.
Pasternak also got competent and hired a good social team. Some rotations back into believe eco could occur.
Streamer meta cooled. Still I think there is value here based on PF TGE catalyst and a pivot to streaming. It might be the only real bidding zone.
Still, this kind of environment is usually where new stuff starts to bubble up. Maybe not today, maybe not next week - but something’s coming. Sentiment is too dead for it not to be.
Just keep paying attention.
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The only real high level gamble right now is to bid undervalued tokens thinking that everything goes well on pump TGE, liquidity of the average trench retard grows, that money flows back into memes.
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Two cents:
People mid curving what this means. Price go up in streamer coins is guaranteed here. Forget looking at anything else.
People mid curving what this means. Price go up in streamer coins is guaranteed here. Forget looking at anything else.
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Because people are asking me which coins in the streamer meta I am bullish on I'll post here.
$zesty - because Nelli is doing gods work like 12-18 hours a day steaming/spaces + building out a cult following.
$rasmr - because it's rasmr
$pgc - wild card but the old man is kind of funny
Based house also - they're too well funded to tank.
It's still super early days on this stuff. There aren't a heap of stand out streamers so I'm backing the above and will expand out when new people prop up.
Gainzy is also something to maybe look at but that's heavily CT niche.
$zesty - because Nelli is doing gods work like 12-18 hours a day steaming/spaces + building out a cult following.
$rasmr - because it's rasmr
$pgc - wild card but the old man is kind of funny
Based house also - they're too well funded to tank.
It's still super early days on this stuff. There aren't a heap of stand out streamers so I'm backing the above and will expand out when new people prop up.
Gainzy is also something to maybe look at but that's heavily CT niche.
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The retards on CT are trying to convince you that NFT pfp changes are some form of brand strategy while a tokenized creator economy is "impossible" because twitch etc exists.
It's low key retarded logic you should be bidding against aggressively. Just find low cap gems with creators who have the commitment to entertain consistently over time, buy those tokens when cheap (like they are now) and sit back and profit.
This meta was never going to 100x over night. Community tokens that aren't bundled take a long time to shake out early jeets and find greater price appreciation. There won't be any huge sustained green candles. But, they will (if the creators keep trying) trend upward over time.
KOLs will eventually play more of a part in shaping this narrative post pump TGE and after more clarity on what their future streamer ecosystem initiatives look like.
Until then enjoy the chance on entries at these prices.
$zesty is still my biggest conviction re the above thesis but you can find your own version of this narrative to match your interests.
It's low key retarded logic you should be bidding against aggressively. Just find low cap gems with creators who have the commitment to entertain consistently over time, buy those tokens when cheap (like they are now) and sit back and profit.
This meta was never going to 100x over night. Community tokens that aren't bundled take a long time to shake out early jeets and find greater price appreciation. There won't be any huge sustained green candles. But, they will (if the creators keep trying) trend upward over time.
KOLs will eventually play more of a part in shaping this narrative post pump TGE and after more clarity on what their future streamer ecosystem initiatives look like.
Until then enjoy the chance on entries at these prices.
$zesty is still my biggest conviction re the above thesis but you can find your own version of this narrative to match your interests.
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