boot's book of moderately ok analysis.
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My pleb takes on the market. NFA, just a journal. Will never promote or take tokens to post. Twitter: https://x.com/lowercaseboot
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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.
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Imagine you knew a guy who has been saying this for weeks....
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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.
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Zesty continues to consolidate upwards. Rumors of some bigger CT names scooping supply. Nelli is really running it up with high tier content for the streams also.

Based house also moved 45% in the last 24 hours too.

Seems like the meta is just getting started.
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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.
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Minted some Trench Warriors which are Trev's NFTs for the token rebrand he did into $TRENCH token. Say what you will about the dude but he went super viral on Instagram and he is low-key super entertaining. If his token does well long-term then these will do well. 0.2 sol is whatever just throw some pennies and forget.

https://launchmynft.io/sol/TrenchWarriors
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The short version is: this will be crimed higher once CEXs do their thing. On chain is not a good metric.
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This channel will always be about how to give y'all free info on how to leverage information for $$$$$. You can be a total pleb and make it here as long as you have a desire to make money. Don't let the absolute retards on the timeline mid curve you into not taking a trade. Bet every angle.

https://x.com/lowercaseboot/status/1945113786207056246?t=GD0pUjQhBQumMWVlkiDjJA&s=19
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Pappa alon did as predicted. The Pump on Pump has begun.

https://x.com/lowercaseboot/status/1945317135510569400
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I threw some shekels at $CULT just based on the weird price action the last few days/week. A lot of 30-100k buys are coming through. Could be nothing or could be leaked news about something coming. Regardless the LP is so fat it's not a huge volatility risk at these levels.
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This is equivalent to a 100x in these market conditions.
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