btw im long $HIMS and $LLY stocks w/ low lev

been in and out of both a few times since the beginning of the year mostly because ive been into the whole peptide meta and find the space insanely interesting

they’re actually the first 2 real stocks ive ever bought lol. basically just a bet on healthcare / biotech / longevity, a sector im personally very bullish on and love following

dont follow me into these, just wanted to share hehe

adding to $CATE here 30M mc 👀

$MARSCOIN 200M mc

Lefty (https://x.com/leftcurvemaxing) pinned $LIGER CA in his private gc at the top and i blasted 10k on PF app only to get raped right after like everyone else

sorry if anyone lost money following my pf buy

& then he literally banned/blocked me just for calling him out lmao

very childish behavior 😭

$MARSCOIN just flipped $AI

CZ vs Vlad?

^ another marscoin angle

days like today are exactly why ^

today i have mid 6 figs liquid ready to start buying bottoms again. honestly hope everything nukes a lot harder 🙂

also on conviction plays:

> dca on panic days
> TP on the way up but never sell your entire position
> always keep part of your bag for swings. try sell tops, buy lows.

you want to be liquid when everyone else is forced to panic sell

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

there are like 15k hunter biden / laptop memes launching rn. genuinely the dumbest game you can possibly play

but very bullish for everyone else waiting to accumulate the actual cycle winners while people dump them to chase some pointless 1 day mini meta

i’ll probably wait for the inevitable hunter biden coin (laptop) launch on base, let that suck even more liquidity out of everything, then start rebuying winners lower

dont be a sheep

onchain 9/11

started sizing $ANSEM avg 190M mc

i think Ansem has an ace up his sleeve

opened X today and saw like 2-3 tweets in a row bashing him and it made me wanna fullport

let’s not forget:

> he’s a main character whether you like him or not. literally called the generational bottom on SOL / crypto again
> $ANSEM was the first big runner we had
> he holds ~60% of the supply, so there’s less than 40% actually circulating
> could very easily end up getting a binance / coinbase listing

feels like people are getting way too comfortable fading him here

this also fits perfectly with the thesis i’ve been pushing in here for a while now and still strongly believe in: social trading / entertainment finance WILL be one of the biggest narratives of the next few years

Ansem’s PNL + absurd community rewards will be a headline everywhere

don’t underestimate that

+ nobody’s talking about $ANSEM these days. only heard people saying “it’s going to zero” repeatedly

so i’m starting to buy now

iq test

LMAO just opened X and saw this tweet. this is the genny bottom call i was waiting for 😹

https://x.com/remusofmars/status/2097039680327844180

been thinking abt 3 things that imo matter a lot for how i wanna trade the rest of this cycle

1. almost none of the memes from previous cycles will ever see ATHs again

2. a bunch of the memes from this cycle that will eventually go $1B+ are already here, and the market has made some of them pretty obvious by now

3. a bunch of the future $1B+ winners prob dont even exist yet

the first one is pretty simple. memes are mostly attention, novelty and reflexivity. every cycle creates a new gen of coins that steals attention from the old one. there will always be exceptions obv, but buying some random old meme bc “it used to be way higher” is prob one of the worst ways to allocate capital

the second point is the one im trading around the most rn. $1B runners usually dont just teleport there. the market gives u clues before that. they survive nasty drawdowns, keep a real community, regain attention after ppl think theyre dead, build deeper liquidity, get accumulated by ppl with size, develop lore and somehow keep finding reasons to stay relevant

so imo some of the next $1B+ memes are literally sitting in front of us at 100-300M mc rn. nothing is guaranteed obviously, but at this point the market has already done a lot of the filtering for u

thats why id much rather use most of my ammo accumulating a concentrated basket of proven names i think can go from 100-200M into billions than spread myself across 30 random trenches praying one does a 100x

but point #3 matters just as much. every new phase of a bull market creates new characters, new chains, new products, new metas, new cultural moments etc. some of the biggest winners of this cycle prob havent even launched yet bc the event/narrative that creates them hasnt happened yet

so the play isnt to marry todays watchlist and assume we already know every winner either

accumulate the obvious winners while the market is giving u the chance, but stay liquid/open minded enough to recognize the next one when it shows up