I’ve already covered most of the highcaps on X

For mid-caps, I narrowed it down to 2 names that a lot of you have been asking about

1. $YAP

CA: jLz71QZfjnZZMLjUaCBw7KmUyftkkNq8NkWi2u9dyap

I’m treating this one more as a short-term play.

The “get paid to post” narrative is getting solid attention, especially with UsePaid also performing well. However, the bundle on $YAP is pretty heavy, and this narrative needs to keep spreading on X to maintain momentum

My dip zone is around $1.2M to $1.3M MC

If it loses 800K, I’ll cut

2. $COLLECT

CA: nDZknLvfFRp5rgUHdzTrQsmSY5NKzoavqdLjSHVpump

This one looks more suitable for a longer-term swing because there’s an actual product behind it

The concept is similar to Pokémon GO. Users walk around IRL, find GPS-based crates, and have a chance to win real graded trading cards from Collector Crypt, backed by a physical vault

There’s also a 3% transaction fee that goes into the prize pool to buy more cards. I think there are still quite a few upcoming catalysts to watch here

My dip zone is around $2.5M MC

If it loses $1.6M, I’ll cut

So basically, $YAP is an attention-driven short-term bet for me, while $COLLECT is more of a product-driven longer swing

DYOR

Both $YAP and $COLLECT hit the dip zones and bounced nicely

If you entered with a bigger size, consider taking some profits here

2X $YAP

2X $COLLECT

Sorry guys, I haven’t been calling as many plays as usual over the past few days.

The reason is pretty simple. Market volume has been weak, liquidity isn’t flowing that well, and most of the setups I’m seeing right now are leaning heavily toward gambles.

Instead of forcing myself to find something to call every day, I’d rather stay patient and focus on setups where the R/R actually makes sense.

Right now, there are 2 plays I’m watching.

1. $GOMO

CA: 9XKzy4KahcZaGJPJtz1PtqGPB3CiseoBrx7TcQhEpump

Some guys in the group actually sent me $GOMO pretty early, but I didn’t want to jump in right away

I wanted to spend some time watching whether the mechanisms the team was building would actually work and produce real results, or if they were just concepts on paper

As of today, I’ve finally started seeing those mechanisms working and getting actual results with users

The team has also collaborated with Bubblemaps, which is another point worth paying attention to

I’ve been watching $GOMO for around 2 days now. When I first checked it, the website honestly looked pretty similar to a copy of the FOMO app, so I wasn’t particularly impressed at first

But the team moved quickly. The website has since been updated, the product looks much more polished, and more importantly, we’re starting to see real users actually using it

With the market in its current state, I’m not seeing many setups that really stand out. $GOMO is one of the few I think is still worth keeping on the watchlist

My plan is pretty simple

I’ll ape lightly around the current area and keep most of my capital on the sidelines

If we get a dip toward 1.5M to 1.7M MC, I’ll consider DCA

If it loses 1M MC, I’ll cut. For me, that gives the setup a pretty clear invalidation level and a decent enough R/R to justify a small position

2. $SAPLING

CA : BZFYNPeQAEW3HWQ4DNsTVahC1n4ZjTgn6jB2nnBbB96W

The second one I’m watching is $SAPLING

The thesis is pretty straightforward. It’s a launchpad focused on memecoins paired with ZEC

We’ve already seen a few tokens from the ecosystem reach a few hundred thousand in market cap, so at the very least, the concept has shown that it can attract some liquidity and attention

That said, this is also the setup I’m more cautious about

The narrative isn’t exactly new anymore, and the current market isn’t strong enough for me to want to chase setups like this

More importantly, $SAPLING has a relatively large bundle. Because of that, my conviction here is lower than with $GOMO, and I’d treat this more as a light gamble than a high-conviction setup

The plan here is not to chase

I’d rather wait for a dip toward 1.7M MC before considering a position

If it loses 900K MC, I’ll cut

Overall, this isn’t the kind of market where I want to spam plays just to give you guys something to trade

Between these two, I’m prioritizing $GOMO because the team is starting to show that the product and its mechanisms are actually working

$SAPLING still has a narrative and we’ve already seen a few runners from the ecosystem, but the large bundle and the fact that the concept isn’t particularly new make me want to manage risk more aggressively

For now, I see both as setups to trade with a clear plan and reasonable size, not something to go all-in with high conviction

When the market is weak, staying patient is better than forcing a trade

DYOR