price discovery mode

gbubsy

i will do a bags update later today

sorry i ended up getting a lil busy, didn't get around to my bags update yesterday

my two most bullish tech bags at the moment are $DEXTER and $SANA. i've given a writeup on both of them previously if you scroll up in my channel.

holding $DEXTER strong since 328k, dev is submitting for the colosseum hackathon and will be participating in the upcoming x402 solana hackathon. just got listed on the x402scan facilitator's leadboard. haven't seen tek quite like this, i think still way undervalued. amazing dev, one of the best i've seen.
EfPoo4wWgxKVToit7yX5VtXXBrhao4G8L7vrbKy6pump
https://x.com/dexteraisol

$SANA, i jeeted before during the great tariff capitulation but i re-entered around 3m or so when they posted that they've completed and submitted their apps to the apple and google play store. if it dips any lower, i will be looking to add. i do believe this is hugely undervalued as well and it will get its time. great diligent team behind as well.
5dpN5wMH8j8au29Rp91qn4WfNq6t6xJfcjQNcFeDJ8Ct
https://x.com/sanafionchain

i ended up roundtripping $UMBRA for a loss, i had bullish confluence on it with zcash hitting ATHs but it didn't stick.

some newer long term bags i have ended up adding and will be holding for some time:

$SPARK, my avg price is 2.92m. i think this will eventually have its time to shine, it's already confirmed that the dev is in kahoots and has worked with alon, has a ton of vc backing and support from silicon valley, has been shown in news and media as spark is supposed to be an advancement of kids learning with AI (the dog, spark), been showcased at many tech events. jeff bezos also follows the spark page, and spark is supposed to eventually be put on one of blue origin's (jeff bezo's company) trips to the moon.
5zCETicUCJqJ5Z3wbfFPZqtSpHPYqnggs1wX7ZRpump
https://x.com/sparkboinkboink

$LOOK, i lowkey topblasted this but it is rumored that this is supposed to be integrated into various porn websites for utility. various porn x pages have interacted with the page already. i sized in a ton becus the porn industry is huge and if they're looking to venture into payments with $LOOK i don't doubt this will reprice violently, whenever or if they announce that.
9223LqDuoJXyhCtvi54DUQPGS8Xf29kUEQRr7Sfhmoon
https://x.com/lookdotfun

also still holding $KARMA, price action is pretty normal. took a bit of a hit today i'm assuming becus of BELIEVE eco fud but still bullish on it, neobank, x402 integration, future looks good still, so still holding this.
CmUnSFZCKUFGs2L8eZGQukAj833Y8r2SiJav55Nnrihd
https://x.com/KarmaWallet

FUCK $Group7! +2.3k

i cut my bag on this a bit ago, i roundtripped too much money on this and i should've fullstacked my bag at the top of 2.51m when pumpfun wrote their article on it.

my thesis never played out where i was expecting diff web3 interns to tweet out group7 on their pages (phantom, kraken, pump, etc) was holding waiting for that, but it just never happened.

still made some money on this though, but not nearly as much as i should've.

tldr;
my most bullish bags atm are $DEXTER, $SANA
long term holds are $SPARK, $KARMA
playing by ear: $LOOK

solana showing that they're taking x402 very seriously and obv they want more builders on it with this hackathon. i think this goes to show that x402 is here to stay.

alot of projects will try and take advantage of the hype and make a quick buck so its important to filter out the real building projects from the ones that are bs

some strong ones to consider are: $ACE, $DARK, $ZARA, $DIRA $DEXTER, $SANA 😁

https://x.com/solana/status/1983274986027856208

$DEXTER dev goes live every so often to give demos and talk to audience anything that he's shipping out or working on.

super transparent dev and always trying to push the envelope. big reason why i'm bullish

link below if anyone's curious
https://x.com/i/broadcasts/1jMJgRAZOzwGL

i bought some $MOCASTR here, avg is 3.85m.

flywheel token by Mocaverse, account has 500k+ followers. they explain how their token works and the flywheel in the post linked below. also wenmoon and spidercrypto confluence

moca network eco is huge including NFTs, moca chain, and $MOCA is at 200m

$MOCASTR seems cheap here, assuming they don't just let this token fall to shit. will hold somewhat longer term and play it by ear

2PTw9VdfoPHGsokV5DaMiuySjvbwRufMzXHLhtsUqNSn

https://x.com/cityprotocolHQ/status/1983594155843432732

lmao im getting smoked atm but tbf i did buy near the top of the chart

i did say somewhat longer term 😭 but will re-evaluate tmr

gn chat

my coins will bounce, inshallah. i won't be getting shaken out here

but icl been getting a lot of insights, also tuned in to @Shrebobo's stream today which i recommend. feels like a lot of uncertainty in the overall market and on this next market bounce, i'm making sure to take profits, not holding too long and stabling up whatever chance i get. costing myself too much money holding coins thru bleeds like this

too unpredictable of a market with anything that trump does determining PA and israel attacking the next country over

in the end, we will win

Shrebobo's stream below:
https://x.com/i/broadcasts/1mnxeNjXqaWKX

anybody catch $SPSN? prob the most free narra i've seen for the trenches in a long time

thank god i stayed in for halloween tonight lol

america going to bed, china hours, and europe gna be waking up. does it top here?

still holding around 1m tokens on $SPSN, thinking it could still go higher but will just play the rest of it by ear tmr when i wake up.

great way to end my week and month of october, usually touch grass on the weekends so will check back again on monday. still sitting in majority of bags i mentioned before

have a great weekend and stay safe everyone 🪿

various porn company accounts interacting with the $LOOK account from a bit ago. 👀

https://x.com/mofosnetwork/status/1973068239493120292

https://x.com/realrkofficial/status/1972702510163841398

https://x.com/brazzers/status/1973464236937617768

https://x.com/pornhub/status/1973833024115757310