$TA (Trump Account Fund) catching bids... bought some at 2.6M mc now 4M mc

one more week unplugged at the beach. some of my best trades over the years happened while i was traveling, so stay alert this week 👀

i think the strongest narrative, or the one that ends up leading this “cycle” will be memetic finance, a term i’ve seen Ansem use a lot. basically RWAs/stonks + memes.

i’ve been saying for a while that the line between crypto and tradfi will keep getting blurrier, until we eventually reach the final abstraction where you don’t even care where the asset you’re trading actually lives.

at first i was a bit skeptical about the whole memecoins dropping an underlying stock asset thing, but i actually think it’s a GREAT way to onboard normies into both stocks and crypto at the same time.

that’s why i think MARSCOIN is a great candidate for a generational runner. extremely easy to meme, heavily tied to Elon and other major tech founders, and it drops SPCX (SpaceX) stock to holders.

i’ve been taking profits on Catecoin because i’m betting it eventually gets a proper correction where i can reload (went up from 11M to 70M), and if it doesn’t whatever, there are always other opportunities.

meanwhile $MARSCOIN looks pretty bottomed to me, so i’ll be reloading with size

trading is so much easier when the market reads your posts lmao

been adding a lot of $TA (gamble)

read this:

https://x.com/remp0x/status/2091667601654964254?s=46

listen to Vlad (Robinhood CEO) talking about Trump Accounts just a few hours ago

start from the 4 mins mark

https://youtu.be/KJ_dtGyqNP8?t=249&si=kWFV0xnj88pa27UJ

gMarscoin

binance making moves

i already yapped enough about memetic finance in the other post, so this is specifically why i think $MARSCOIN itself is one of the best candidates to actually lead that trade

first thing is just the lore. back in 2021 CZ literally replied to Elon with “maybe call it MarsCoin?”, Elon said “there will definitely be a MarsCoin!”, then CZ joked they should make sure it was a utility token so Binance could list it lol. obviously none of that = endorsement of this specific token, but for a memecoin the provenance is kinda absurd. the 2 people you’d prob want attached to the MarsCoin meme the most were publicly memeing the exact name years before this thing existed

& now the timing makes that old interaction way more interesting than it was back then. SpaceX is finally tradeable onchain thru SPCXB, Binance is actively pushing bStocks, and MARSCOIN gives holders SPCXB rewards. so the meme actually has the perfect underlying asset now

you hold the Mars coin + accumulate exposure to the company literally trying to take humans to Mars

pretty hard to make the ticker, lore & reward asset line up cleaner than that

the Binance side is prob the most interesting optionality to me. MARSCOIN is already on Alpha 2.0 and Binance literally went out of its way yesterday to explain how they’ll track MARSCOIN holdings + distribute SPCXB rewards directly to eligible users’ spot accounts

Binance itself now has infra around MARSCOIN’s reward mechanism bc they need it to work for ppl holding it on their platform

does that mean Binance spot listing? obv not

but if you’re trying to handicap which Alpha memes have the cleanest path to getting more attention from Binance, i’d rather own the one directly helping them push a product they clearly care about

MARSCOIN basically makes bStocks more fun + gives SPCXB an actual consumer loop beyond “buy tokenized SpaceX and hold it”. and then you remember CZ himself came up with “MarsCoin” in Elon’s replies years ago lmao

the rewards being SpaceX also matters a lot imo. it’s not some random token emission bolted onto the meme to give holders something to farm. it’s literally one of the biggest private companies on earth + tied to the exact same Elon/Mars narrative the meme is built around

there’s basically 0 narrative leakage

Mars meme > SpaceX stock

simple.

that’s also why i think it’s a pretty unique PvE-ish play. ppl can come in bc they want to trade the meme, farm SPCXB, speculate on SpaceX, like the Elon/Mars lore, or punt the Binance angle. all of those flows basically point in the same direction instead of being 5 random narratives duct taped together

then there’s the free upside you obviously shouldnt base the trade on but would be completely insane if it ever happens.

Elon already said “there will definitely be a MarsCoin”

CZ already asked for a MarsCoin + joked about Binance listing it

now there’s literally one sitting on Binance Alpha, rewarding holders in tokenized SpaceX, while Binance is actively pushing bStocks

you don’t need either of them to ever mention it again for the setup to work. but there prob aren’t many coins in the market rn with better organic tweet optionality than this

that’s basically why i keep coming back to it. most memes need you to spend 15 mins explaining why some random connection actually matters

MARSCOIN gets dumber + cleaner the more context you add

Mars coin. Elon lore. CZ lore. SpaceX rewards. Binance Alpha. bStocks.

sometimes the trade really is that simple

gmgm, i’m literally at the beach, just dumped my thoughts into chatgpt and had it help me battle test the thesis lmao. sorry for the yap but i reread it like 10x and pretty much co-sign everything here

i think it will rip soon
> thesis checks
> many ppl sidelined
> 1 month old / consolidation

ideally you wanna find bottomed charts where you can actually build conviction VS topblast whatever 99% of CT is calling

and again, there’ll be plenty of runners past 1B over the next few months. you don’t need to catch all of them

imo we’ll see $MARSCOIN, $CATE, $CASHCAT above 1B + a few more but i’m still not sure about which

take a chance

$TA, $YOLO, $BULL shoutout by Pons

blessed are the moments when plays like “pistacio” show up, suck liquidity out of our bags and give you better entries on them

i barely even know what it is, just read that it’s some new character from wassies artist. basically a dogshit narrative, a very niche CT attention play. odds are it’s at zero in a few days

all your favorite kolfags sitting on 5-6 figs of profit are gonna sell it to you as some pve play lmao

idk, analyze it properly. i’d rather load more on battle tested narratives while i keep drinking caipirinhas

gn