gonna be trading on pumpfun app and sharing thesis there, so download app and use my ref link

still have a decent bag

uni v4 summer

ansem shilling $VIBE ($IMD or $FP depending which scanner - they're all the same token - latest metadata is $IMD)

some thoughts on where i think we are right now:

onchain ethereum has gotten extremely hot with this whole uniswap v4 hooks meta. unironically feels like they’re bringing ethereum back to life. there’s actual experimentation again, weird products, new ponzis, and it reminds me a lot of early 2020 or early 2023. balls tingling.

there’s obviously still a ton of liquidity rotation, but the appetite is several orders of magnitude bigger than it was a few weeks or months ago. we’re seeing recordlevel onchain activity while majors are still relatively close to their bottoms.

my read is that activity is front running price and if majors dont fuck it up there could be a pretty violent repricing across this entire new meta + robinhood etc soon

this also lines up with a potential top or cooldown in stocks and an eventual rotation into crypto. bottoms are behind us.

my main positions right now:

$FWA fake world assets

probably the leader of this new onchain ethereum meta.

the 1h chart looks very good, they keep adding new markets, and TCG is coming soon alongside the trading unlock.

a lot of people see it as a potential sell the news event, but personally i see the opposite. right now the main way to redeem FWA is still through playing spins in the NFT gacha. enabling trading and adding TCG should massively expand the market and bring in a completely different type of user, liquidity, and speculation.

it’s also one of the few projects that already has a good kinda addictive product and ponzinomics novel enough to capture all this attention.

$IMD, aka $VIBE aka $FP (dev reuses old tokens)

i’m still extremely bullish on Adam’s project. probably my biggest asymmetric bet rn

i’m basically betting on him as a person. chad FrenPet dev, took it to 100M+ at the start of the 2023 cycle, has connections with OG DeFi whales, and now ethereum is waking up again right as he’s preparing his next experiment. decentralized p2p harness.

Ansem also bought and has been sharing it with his subscribers

i love that all of Adam’s communication happens through Etherscan messages. it makes the project way more interesting, rewards people who actually do the research, and leaves a huge part of the market sidelined.

to me this trade still isn’t being valued based on the current product. it’s a bet that Adam still knows how to build things people want to play, and that ethereum now has the liquidity environment required to reward it.

i can easily see a 10x here, altho it obviously depends on him executing this right

there's no twitter announcements. dev will communicate everything via etherscan.

ansem thoughts on $IMD

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$V4 Programmable

i trimmed quite a bit and kept a decent moonbag

there was a lot of fud around the dev supposedly being a serial deployer, but i’m in a group with several whales and large holders where he gave pretty reasonable explanations. at least from the way he communicates and what he’s been doing, he seems committed. all code open source too.

the main risk is Uniswap eventually launching its own infrastructure for deploying hooks or launch models. that could be bearish for Programmable if it ends up commoditizing what they’re building.

on the other hand, it also validates launchpads around v4 as a real category. now Programmable needs to prove it can become one of the winners, not just the first one there.

that’s why i trimmed. i no longer see it as a core bet, but more as a call option in case they manage to become the unofficial Uniswap v4 launchpad.

+ great ticker to capture v4 attention