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

sharing this because it genuinely made my day

he’s always been incredibly supportive and just a genuinely good person

i obviously don’t consider myself anywhere close to “one of the greatest traders on CT” lol, but it means a lot knowing that some of the stuff i write in here actually helps people navigate the market

have u guys heard of catecoin?

to everyone following me on the pumpfun app, hope you kept dcaing with me all the way down to 24M mc

40M now 😎

let’s break 100M now and establish new floor

Okay hear me out…

When CATE bottomed at $10M after the first run up, Frank randomly blasted it and basically marked the bottom. 2–3 days later we were ripping to ATH.

The same amount of time from that ATH to the bottom lines up with TODAY.

And instead of Frank, we just got Bluntz marking the bottom 😹

History doesn’t repeat itself, but it sure does rhyme.

This is looking all too familiar.

$100M+ by EOW imo 💛🐈

what if

dogecoin but a cat(e)

bluntz aped 1% btw

Hunter send his regards

did you buy the dip on your conviction tokens anon?

guys im scared, why is catecoin going up, the tl told me its going to 0, artschoolreject told me to 100x short it now im liquidated living under a bridge HELP

YOLO

been seeing multiple bearish $ANSEM posts over the last few days while ansem himself has been completely silent

generational opportunity imo

2x on dogecoin but a cat(e)

17x to 1B

it was pretty obvious pumpfun was eventually gonna launch memes paired w stocks

that doesnt mean they need to crime anything

anyone selling their positions elsewhere just to chase fresh pumpfun launches is literally retarded. but ngl its actually useful when ppl do this bc it gives those of us trading calmly much better entries on good tokens

pumpfun doesnt need to crime some memefi narrative either. its still the #1 launchpad in history lol. theyre simply joining the game just like every other launchpad eventually will

this is also pretty much the exact flush ive been talking abt for days

there were way too many uPNLs floating around and eventually everyone who made money w no actual skill has to give some of it back to the market

thats just how this game works

nothing changes for me. ill keep building bags in the same coins ive been mentioning for a while and taking advantage of whatever dislocations this new meta creates

also leaving for another trip soon so ill prob be way less active until october

would genuinely recommend everyone disconnect a bit too. spend less time staring at every new launch and stop thinking u need to participate in literally everything

sometimes less is more