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

he wants to make the moat devs and a catalogue of hooks contract etc.

i can’t imagine uni is gonna allow devs to sub their designs -> pay them fees on all coins to use the design in perpetuity. which makes him different.

he's making a hackathon for devs to submit cool stuff + creating an agent skill for normie vibecoders so they can just imagine any hook and the llm does it for them fitting to the platform

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$MARSCOIN

i added a lot, but my plan is to swing it with size, not necessarily hold it + can go 0 tomorrow because of rotatoooors.

but i’m betting on cabal / binance crime + tokenized stock mindshare

ppl been trying to run a marscoin for ages cuz of the tweet above

none stuck for obvious reasons, shit meme and no real reason to run...but now with binance wanting to push bstocks (while robinhood is competing to do the same), it makes sense. the coins paired with spcxb and gives out spcxb rewards.

nance alpha hasnt listed a lowcap shitter like this in a minute lowkey and makes perfect sense for them to want to run this up rn

$SESTRI

i also bought some of this earlier today

Grass dev and was launched through Rialto / launchVaro.

still looks really strong despite all the rotations, even with 3 different ASTEROIDs pvp’ing each other. i think higher soon.

added a bit more $V4 because i’m still bullish on ethereum, hooks, and all the onchain experimentation happening rn and i think 1. the ticker captures that attention, and 2. the dev keeps pushing and answering every question in the holders chat.

he also put together a sort of “hackathon” and is supporting devs who want to launch projects through the launchpad

no new updates on $IMD, which is exactly why i think this is a great spot to accumulate while attention is elsewhere. buy low, sell high, no?

this is my highest-conviction bag out of all of these

IMD short thesis:

https://x.com/remp0x/status/2083992769648095735?s=46

keep fading

PF portfolio looking good