Shaams Market Thoughts
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excited to trade for the next few years inshallah
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first mention of a coin in a while
gamble because market super rotational rn but i think fundamentals are there
will copy paste one sec
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0x716f8e756f9277f8c9949926141c2666b86b5809

Think this can be sleeper asf

What interests me more is the team/holders though

Imran Khan holds 3-4% of this across 2 wallets

Some guy who made $12m on AIXBT is also a top holder of this (not as relevant, but still)

What's most important is that Bankless wrote + posted an article about them today (https://x.com/Bankless/status/2028835399607464439)

Bankless is huge btw, they never talk about low caps. Look through their page, they usually only post interviews with large ppl in crypto vc/crypto sector of wall street (Haseeb, Tom Lee, etc). Or talk about large projects like MegaETH and stuff

Overall just makes me think theres a very strong team behind the project since getting on Bankless as a 300k mc shitcoin is virtually impossible unless extremely connected

Worth a stink bid, legit down 90%. Since it's a ponzi, it can pick up pretty fast IF it reverses

https://x.com/takeoverfun
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pretty much my thought process is if they can get a bankless article written for them, they might have a lot more loaded in the tank + team is very very stacked, just not doxxed
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lobstar is lowkey a kolfest right now, but definitely top 1-2 best narras onchain rn imo

I really like the onchain/agentic Mr beast narrative

It has all the ingredients needed to go giga viral:

one thing big tech/vc/ai ppl mention a lot in interviews is the next generation of influencers being agents

(Mr Beast was literally invested in by Tom Lee. as well as other VCs? Not sure)

This is legit Lobstar. An agentic influencer philanthropist who has $500k+ in liquid, onchain funds to his name

Anyways, if it was some rando who launched this, I wouldn’t be as interested. But it’s a (prominent/famousish) Codex dev who has a lot of solid connections/good reach

In other words, there’s actually a significant chance that we see big interactions/more virality

Could also see VCs buying (they bought Ralph and bankr, don’t see why this wouldn’t interest them as well besides just crypto being risk off in general)

Also dev plans on expanding lobstar. For example, Lobstar is getting a Mac mini in April. Not insane, but still cool. Doesn’t really need much on the human end anymore though. That’s the whole point of this ofc given Lobstar is an AI agent

Tech wise, this is much better than goat in ‘24 as well (insanely diff market conditions, but point still stands)

It’s also tough to say because you’re speculating extremely hard with this. Some catalysts I could see happening are a Pmarca follow (which wouldnt candle it super hard imo but def bring more eyes to it), one of the giveaways going viral and/or Lobstar just going more viral in general, etc

Also Lobstar is really good at making noise in the trenches. like he just FSH $nothing if you guys saw that. flywheel of bringing back attention (and potentially buybacks from the FSH proceeds) to LOBSTAR coin

I'd be sizing into this hard if macro wasn't so bad but we've seen solid coins run up while macro is nuking before, so maybe this will also do the same. Generally this is the burn zone for me 😭 so some ptsd

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If you want exposure to a beta/like the meta but don't feel comfortable sizing, $MOSS is pretty good too:

Another agent created by codex dev

The agent itself launched this coin

Still posting on Twitter and interacting with the coin

$150k in SOL vs $500k in SOL (Lobstar)

Will just cope up if Lobstar goes crazy, minimal downside, but obviously Lobstar is much better
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but if we see ponzi meta on base (bean, botcoin, etc) think it can reverse still
i think imran khan sold tho fwiw
Shaams Market Thoughts
tg_image_982283948.png
LOBSTAR: AVF9F4C4j8b1Kh4BmNHqybDaHgnZpJ7W7yLvL7hUpump
MOSS: FGiXuZTn46bA1BeMoY4dtF2txqn3aHgCohtM78vjtAq
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1. lobstar wallet (was $500k+ before but lobstar coin itself went down a bit as well as sol nuked)

2. golem wallet
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Takeover moving a bit
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still lots of good opportunities onchain ngl
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i was asleep for moltbook announcement but u couldve cooked hard im p sure
like sized 2x, need to check chart
crcl im really mad about, not onchain but still