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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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 $ROBBIE. I am still 50/50 on this one but it does seem undervalued.
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Is it an absolute gem 💎?
Consolidation.
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I am doing nothing next couple of days. Considered loading some dips but gonna watch and wait. Need something new and juicy.
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Gonna be trading from the pump fun app from now on guys. Give me a follow. Will add the calls in this channel to the apps call out feature so we streamline the process and you don't get stuck on TG pings only.
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Still got a ways to go to hit the 100k bench mark I set out but we are cooking with gas so far even on the pull backs.
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$MESH looking like it wants to break out. Personally will not TP until 2 mil market cap. If this can swing the PayAI narrative it can really cool.
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