bubsy mode 🪿
531 subscribers
106 photos
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bang! baaaang! bubsy from downtown!

x.com/bubsyy

pls take the time to read my first pinned msg if you're just joining for background on me and this channel

sign up for trojan with my ref for an instant 35% cashback on signup:
trojan.com/@bubsy
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Gengars Gang
ONE OF MY FAVORITE PEOPLE IN ALL OF CT CREATED A TELEGRAM CHANNEL
hi 6th ward gang 🫶 welcome

appreciate u gengy for the s/o my brotha
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s/o goey gains n gav for the shout too, ily boys! welcome in all new faces :)
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bubsy mode 🪿
anyways im gna use this channel for my own personal thoughts and journaling as i go through my time of trading i initially had my trading journal when i was a wee fish learning the ropes of trading memecoins on solana, literally from the bare bottom while…
since i've got a ton of new faces here, i'd like to redirect everyone to my first pinned message in this channel (replied above)

it's a little bit of background on me and what i plan to use this channel for

i run my channel a bit differently, i'm not exactly giving calls but just journaling my process and mindset behind my trades, things i find of interest, and a lot of the stuff i'm tracking here is moreso long term and for me to look back on to improve or get better at.

atm i'm very focused on ICM and the current craze rn is x402

i'm also on the fomo app if you'd like to follow and track my trades live: https://fomo.family/r/bubsicle_sol

here is my x account if you don't follow me already: https://x.com/bubsicle_sol

it is a bit much to read so appreciate everyone who takes the time to do so. i'd like to reiterate that nothing that i share here is financial advice, i am simply journaling freely. let's win family! 🪿
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bubsy mode 🪿
gbubsy bought into $UMBRA and $SANA on the fomo app last night got tons of confluence and pings for $UMBRA yesterday. avg price around 7.8m. chart was bottomed for some time. zcash and meta just hit ATHs, and their mainnet goes live sometime early november…
$SANA is going to candle so hard when ppl least expect it

literally covers all the innovations that ppl are bullish on right now in crypto

privacy, neobanks, ai agents, x402, stablecoins

app is ready to release on the app store, and google play store. and toly just rt'd something abt stablecoins on solana

https://x.com/tamarincrypto/status/1982696212538052743

i'm positioned on fomo app, but i fear i'm not sized in enough
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bruh ppl are already talking abt ERC-8004 on the timeline, can we atleast let x402 simmer and marinate first?

we haven't even completed the weekend of x402 fully yet 😭
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gbubsy

quite literally every x402 CA getting scanned in group chats right now is up and to the right

if you're complaining abt a liquidity injection into the trenches, you're either stupid or sidelined

big money is waiting on the sidelines to bid something real, they're just not bidding memes or new pairs
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gbubsy

i will do a bags update later today
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bubsy 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.
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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
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bubsy mode 🪿
gbubsy bags update: i cut my $CAPY before the exit pump late last night but still made abt +2k in profit on that one so a W trade 😁 the BYND stock looks like it's getting a bit of a retracement so unless it starts reaching new ATHs again, $CAPY is prob dead…
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.
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tldr;
my most bullish bags atm are $DEXTER, $SANA
long term holds are $SPARK, $KARMA
playing by ear: $LOOK
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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
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