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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Is $PONS not somewhat pump fun equivalent in revenue generating value prop? It's early days but do we just full port it?
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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.
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boot's book of moderately ok analysis.
$60 MIL!!!!!!!!
I tp at $75 mil. I think there could be a good entry again soon unless it gets RH listing.
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$PONS being a 3x trade at 30 million is crazy bullish for RH ecosystem.
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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 +).
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I still made good money despite being an absolute chud...
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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.
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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
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Look how much I farm you guys!!!
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Grabbed some tech plays.

$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?
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2x on $MESH. Literally not even gonna open the wallet it is in. I won't sell until 2-3mil.
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The $WIRE bot dev actually cooked. He may have nerfed $PONSBOT for now.
I bought back a little bit more $ROBBIE. I am still 50/50 on this one but it does seem undervalued.
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boot's book of moderately ok analysis.
2x on $MESH. Literally not even gonna open the wallet it is in. I won't sell until 2-3mil.
Can someone do DD on $MESH because it's totally similar to PayAI which is 6 mil still.
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