https://x.com/lowercaseboot/status/1953281233129226494

If you wanna hear me on stream later with rasmr.

gonna talk shop on everything I post in here etc.

Alon did it. We have an avalanche meme fund model on pump now, so we should see all the coins alon promoted being the "darlings" of the ecosystem and seeing significant support. IMO pick something that you vibe with just turn the brain off and go for the ride. If this works out we've had the most obvious buy signals for a long time.

https://x.com/lowercaseboot/status/1953648415201513858

I'm writing a proper article on this thesis but this is the short form thesis.

Streaming is the future.
Crypto content is underserved in this market.
The TAM of this is $100 billion annually.
If we get .1% or even 0.05% of that it's 50-100 mil of new money into the ecosystem.
As stable coins etc goin mainstream, why is it so crazy to have a tokenized creator economy on crypto rails?
Also pump has 8 figs for all this stuff to make it work.
Basically it works both short and long term from a thesis perspective - and is highly speculative. So even if you don't believe in it prices will likely go up due to all of this.

https://x.com/lowercaseboot/status/1954704486817018046

Gainzy is pumping his bags but he isn't wrong.

This is a super low friction trade to make by virtue of there being so few options. You'd have to be retarded not to hit one successful streamer coin.

https://x.com/lowercaseboot/status/1955492888575607094

This is kind of the new meta

https://x.com/frankie_lapenna/status/1955794868300599578

Take web2 creator earnings > pump it into your coins.

It's a flywheel for creators with large web2 followings who don't have CT clout to push the chart.

Their revenue from web2 is the war chest.

Basically every web2 streamer token with a large audience will do this going forward IMO.

New launchpad on LFG - avalanche dex that pivoted to sol.

Not 100% confirmed on this yet but chart is moving like it is.

First token with vanity addy launched - fishwheel.

https://x.com/token_mill/status/1957834774053093459

CA: HM1qfMccuwNsjPTLUY4bHiYF3bSYzn65hZ5vH1P2MiLL

https://lfj.gg/solana/trade/HM1qfMccuwNsjPTLUY4bHiYF3bSYzn65hZ5vH1P2MiLL

have to bid the above natively on LFG site due to weird LP routing with bots.

Check all info and DYOR. This is super early pre confirmation from the team.

This already touched $3 mil. Co-founder of LFG (allegedly) launched this. That's a diet bonk.fun type narrative. Again no confirmation but the chart is moving like there is. Founder said we 'haven't officially launched anything' which isn't 'we didn't launch this'. Again DYOR.

https://x.com/cryptofishx/status/1957934148481372404?t=rdG9qo_4IbuNDEsBaCDESA&s=19

ok disregard he denied it haha

https://x.com/cryptofishx/status/1957967865941725274

$ZESTY is back cooking. It has ranged from low 200s up to 700s previously but it's looking primed to break out. Nelli is in a streamer house in Thailand and her IRL onboarding has really made the token something people are talking about and is converting into them bidding. I am bullish on her growing her brand and the token long-term.

Back in the trenches after a holiday (still on holiday though).

I think this could cook. But also requires this guy to actually deliver on what he does on TikTok for CT.
CA: 93929vVaZaan7ncvbydsW8e887NsxWT91e8HWsxvpump

120k entry seems pretty low risk.

https://x.com/lowercaseboot/status/1967104313660240192

2x on this already

It's probably worth paying attention to this.

They're relaunching the concept with 1000 sol being pumped into the KOTH winner in one candle.

Whatever coins this is, and it's probably fishwheel, will absolutely send.

The caveat is they need 1000 sol in fees to do so.

This might take a few days.

https://x.com/cryptofishx/status/1968589175151595965

Honestly disregard the above. The team on this keep dropping the ball. 1000 sol is a ridiculous metric on a relaunch. I think they did 70 sol in volume or something on day 1. It's over.

This shit ran to 1.5 mil again. I hate this dev.

I think this might be undervalued.

Everyone is focussed on BSC rn, so Hype has been pushed out of mindshare. But there are only 4k of these NFTs and these Punk strategy type companies have been a meta for a while but more slow grinders. I think it's worth watching.

https://x.com/lowercaseboot/status/1974726164435349925

Hello all,

I'm kicking off the channel again but with more focus on a journal of what I'm interested in, rather than trying to call the next 100x. The current market conditions are much more aligned with long-term thesis plays and playing around with new tools/dapps, so sharing the journey makes more sense.

Starting tomorrow I'll share much more long-form thoughts on where we are as an industry, what I've been looking at, and where I think we're heading - and where we should be hedging our attention in this new era for crypto.

Eventually I will update this to a mailing list also, but for now it will be more routine posts in here with what I find interesting.

I did some research and it seems like the math on this checks out. However, these resolve in weird ways sometimes so I always bid small on these markets. You can scroll the comments in the chat on this market on Kalshi and see the nerd who inspired me to research this.

https://x.com/lowercaseboot/status/1994311228471300128?s=20