boot's book of moderately ok analysis.
I'm a buyer of $PONS here at $28 million.
Pushed to $33 mil. Also I am going off price on Fomo. Dex screener has it at 24 but I am not looking into the float etc.
๐2
gonna sit back and wait for these rotations to come back to RH. I give it 3-4 days.
โค3
boot's book of moderately ok analysis.
I'm a buyer of $PONS here at $28 million.
$39 mil hehe. Expecting 2x from here.
๐ฅ2
Is $PONS not somewhat pump fun equivalent in revenue generating value prop? It's early days but do we just full port it?
๐2๐1
I am going to start going down the risk curve and buying up memes in non dominant ecosystems. Avalanche and Ton memes make sense to front run here.
๐3๐ฅ2๐1
I need someone smarter than me to explain why this is a retarded take.
https://x.com/lowercaseboot/status/2091480083542196501
https://x.com/lowercaseboot/status/2091480083542196501
X (formerly Twitter)
boot (@lowercaseboot) on X
I was thinking about the technicalities of listing RWA tokens on CEXs.
It's absolutely something we want, but wouldn't the issue be whether your CEX balance also gives you the underlying shareholโฆ
It's absolutely something we want, but wouldn't the issue be whether your CEX balance also gives you the underlying shareholโฆ
boot's book of moderately ok analysis.
$39 mil hehe. Expecting 2x from here.
$60 MIL!!!!!!!!
โค3๐ฅ1
boot's book of moderately ok analysis.
Sometimes old boot gets it right. 2.5x today.
All time high here also. $4 mil.
๐ฅ3โค2
boot's book of moderately ok analysis.
$60 MIL!!!!!!!!
I tp at $75 mil. I think there could be a good entry again soon unless it gets RH listing.
๐3
$PONS being a 3x trade at 30 million is crazy bullish for RH ecosystem.
๐ฅ3
Need to find the next gem where the attention isn't at. Feeling like some of these plays stalled out a bit. A lot of euphoria the last few days. The puck will move somewhere else soon (could be a week +).
๐3๐ฆ1
boot's book of moderately ok analysis.
Is $PONS not somewhat pump fun equivalent in revenue generating value prop? It's early days but do we just full port it?
I did not do this and it's the asset of the szn. $116 mil FML!!!!
โค3
I still made good money despite being an absolute chud...
โค3
Ok so we have
- Pons on a fucking tear (rumor RH listing)
- Trickle down effect onto all Pons memes.
- Coins like $DELTA and tech coins sending.
I think we can identify these as on meta trends. And you could make a case for buying green candles in under performing assets in those buckets.
Someone made a good case about revenu positive protocols/dapps/launchpads etc as the bucket of tokens to have the most exposure too if they're a fair launch as they can violently re rate upward vs coins that TGE pre revenue and have more risk re rating inversely.
Basically, find the revenue producing thing and bid it before others.
That won't happen on PONs rn as everyone is looking. We have to find these gems on PONS adjacent platforms. I will be looking.
- Pons on a fucking tear (rumor RH listing)
- Trickle down effect onto all Pons memes.
- Coins like $DELTA and tech coins sending.
I think we can identify these as on meta trends. And you could make a case for buying green candles in under performing assets in those buckets.
Someone made a good case about revenu positive protocols/dapps/launchpads etc as the bucket of tokens to have the most exposure too if they're a fair launch as they can violently re rate upward vs coins that TGE pre revenue and have more risk re rating inversely.
Basically, find the revenue producing thing and bid it before others.
That won't happen on PONs rn as everyone is looking. We have to find these gems on PONS adjacent platforms. I will be looking.
โค5
Same to be said about memes. Find the memes that are currently undervalued. I don't actually know if there's a science to this but feel out the community vibes
โค4
Grabbed some tech plays.
$MESH:
$PONSBOT:
$PONSBOT is some bnkr thing, doing what wirebot failed to do. 700k rn.
$MESH is something weird with payments and agents (likely larp) 150k rn.
One of these has to be another delta surely?
$MESH:
0x14641000a501bdc736116abf84e6fcea9b90a713$PONSBOT:
0xb1e9b822b81bbbdab375f7f4d86e44fa04d12b07$PONSBOT is some bnkr thing, doing what wirebot failed to do. 700k rn.
$MESH is something weird with payments and agents (likely larp) 150k rn.
One of these has to be another delta surely?
๐7
The $WIRE bot dev actually cooked. He may have nerfed $PONSBOT for now.