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

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

*

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

takeover just been a stablecoin p much

but if we see ponzi meta on base (bean, botcoin, etc) think it can reverse still

i think imran khan sold tho fwiw

LOBSTAR: AVF9F4C4j8b1Kh4BmNHqybDaHgnZpJ7W7yLvL7hUpump
MOSS: FGiXuZTn46bA1BeMoY4dtF2txqn3aHgCohtM78vjtAq

Takeover moving a bit

still lots of good opportunities onchain ngl

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

i bought a little CB stock near the lows in my roth ira 😭but its such small size idec

crcl ive always really liked i just didnt expect it to be this strong. good earnings report tho ig

was also asleep for whole bull lobster thing

still really like lobstar but it needs a catalyst

idk if this is larp or not but p insane if it isnt

i thought it was just mac mini

dev clearly wants to make lobstar even bigger