More thoughts on the creator economy

https://x.com/lowercaseboot/status/1944668941529326042?t=UQnPGrVxzzq9FXZUr-ODGA&s=19

My thoughts on $PUMP

https://x.com/lowercaseboot/status/1944928388592099529?t=_k3ElUAjNsbWGsgcyRhO2A&s=19

The short version is: this will be crimed higher once CEXs do their thing. On chain is not a good metric.

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

Pappa alon did as predicted. The Pump on Pump has begun.

https://x.com/lowercaseboot/status/1945317135510569400

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.

This is equivalent to a 100x in these market conditions.

I bid some $PIRATE just based on the ICO beast hire. I have no idea if the game is even good just backing the hire as a form of alpha.

CA: 0x7613c48e0cd50e42dd9bf0f6c235063145f6f8dc

https://x.com/beast_ico/status/1948067810803888426

Seems somewhat consensus

Intuition correct.

Seems it's now front-runner on IMF so likely cops the flywheel effect and does some numbers here if it wins the votes.

As predicted

This was the easiest money I have made recently. On chain showed shenanigans. Bid based on that. Ended up being an IMF catalyst. I'm going to expand this game plan out to other eth coins going forward.

Things are pretty cooked right now. Sort of post-thesis/post-meme world. It's like the stats are saying bull market but on chain isn't reflecting that.

https://x.com/lowercaseboot/status/1950126149863895173?t=Mb2YbTvtc5uCDyd6OBWkKQ&s=19

Current Thoughts on the Market

Memes are cooked. There’s zero upside in aping any fresh pair right now - any real money that was going to be made in this meta has already been made. Outside of swing trading larger-cap memes or catching a new flagship coin on a fresh launchpad/platform, it’s best to stay away.

EVM liquidity looks strong. Seems like a lot of ETH was held back and never bridged over for Solana Summer. Plenty of DeFi/MemFi ponzi opportunities coming, in my view. We’ve already seen the playbook with IMF, but expect much more “treasury-style” action on ETH soon.

Ecosystem tokens and APY on stables are probably the best bet right now for parking larger stacks. These are slow cooks - not massive yield, but better than letting your bags sit idle. Abstract proved the model (not sure if Pump will), but there are others in this category worth a look.

All in all, the free, easy money has dried up. There’s limited ROI in chasing the same rinse-and-repeat bundled slop on Solana. Better to sit back and try to anticipate where the market’s going next, rather than playing the same game from 2024 or earlier this year.

$IMF just had a wave of liquidations and fell 80%. I scooped at 6 mil but there's probably still upside rn at 14 million if you have a high risk appetite.

Perhaps monitor the situation. NFA but I scalped and am out now. Will wait on comms from the team before any more buys.

opening up my small GC for those who wanna provide value and collectively win

https://x.com/lowercaseboot/status/1950724677740990832

https://x.com/grizzle_art/status/1950761636563657038

My mid curve take on this is.

Grizz does NFTs, whitelist is token gated, they become a top PFP on sol, trencher wins more mindshare and moves into 20-30 mil ranges.

There is no functional reason it has been so low for so long other than market dilution.

It's also one of the tokens championed by the pump team.

Let's see how it plays out but I bought a bag the other day on the lows at 3 mil ish.

https://x.com/lowercaseboot/status/1952214309070881089

Some thoughts on trading mindset/strategy that might help some of u.

Thinking on this in more depth I am even more bullish that a PFP collection would be a huge price go up / mindshare catalyst. We already have the precedent here with pow et al rocking the $tokabu pfp sending it to ath at $27 mil. This + Alon mentioning something coming for organic community tokens on pump is basically a bullish soup of narratives for $trencher.