stonk update: looked like it was going to break out and start a new uptrend, but obvious path dependency here was BTC not rugging worth noting though: the last time stonk was at range lows, BTC was higher, and in an uptrend now: stonk back at range low, *but* BTC is relatively lower than it was prior, and in a downtrend if the previous relative weakness were proportional here, stonk should be drilling to new lows right now, but it's above where it "should be". it's too early to say "relative strength", because oftentimes it takes a few hours (or days) for the other shoe to drop, but at this very moment, stonk is showing signs of stubbornness in terms of going lower. this is good. if you're in alts you want to see them begin to run out of sellers, and simply go sideways when BTC goes down. also: BTC's move down is accompanied by a significant ramp up in OI, ie people are piling into pretty sketchy/late shorts here, which could get blown out if spot selling abates at all rewinding a bit: what's important in times like these (stonk having a bit of a breakout yesterday, before this BTC dump) isn't necessarily just "let me action this immediately", it's "let me shrewdly observe, during this plausible stonk bottoming + uptrend-ignition event, what the market has quietly revealed will be strong when the pump resumes, and position accordingly" ie, you can identify what's going to run once stonk DOES turn around. similar principle to when the BTC ETF got teased/leaked by the intern in 2023, and BTC EXPLODED before retracing a bit. then when it was confirmed, the uptrend resumed. you got a preview of what would come. this is gold. what did well on stonk: big one was solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR - it pumped 50% after already front-running the stonk reversal, then kept going second one was solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS, which also ripped nearly 50% and looked poised for continuation third big one was sand kitten (solana:8t5C4AWDg4CroMChxdo7rG2e8nJM31QG2GG7Czx9X7x2) which pushed from 3.5m up to nearly 7m and looked like it was going into price discovery, prior to BTC rugging continuing to monitor the situation. all three above have cooled significantly, but we now have pretty clear signal that any major move up on BTC or stonk will be potentially explosive for stonk eco plays that are currently available at what'll in hindsight could be looked at as deep value stonk and BTC charts with overlapping dates/performance below:

This post brought to you by me round tripping 250k USD on solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS (which I think comes back! Standalone delusional copium post coming soon)

The people who faded $STONK will eventually have to pay attention to what the ecosystem has been building. revenue, rewards, buybacks and burns are not just talking points; they’re mechanics backed by actual platform activity. What makes this more interesting is that StonkFun keeps expanding beyond the token itself. More launches, more trading activity and more projects finding their place in the ecosystem. And one project I think deserves a closer look is solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS. It’s not just another coin riding on the $STONK narrative. KNOTS is paired with $STONK, and eligible holders earn $STONK rewards through its transfer-tax mechanism. That’s a direct connection to the wider ecosystem, giving the token another layer beyond its meme and community. The team is also putting in serious work creating reasons for people to participate rather than simply waiting for the market to move. If you’re coming back to explore the @LaunchOnSF ecosystem, don’t just look at the tickers. Take some time to understand what @KnotsOnStonk is building around it too. The ecosystem is bigger than one ticker. @theunipcs $STONK and solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS are worth studying together.

Bullish solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS, the team continues to put out new ideas, they continue to promote their community, and they just put out good vibes. Once solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx runs, this will catch a big again and I'm excited for it.

solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS at 4M is free

most things that eventually become worth being part of look crazy before they become obvious. Sometimes you have to see the potential before everyone else catches on. How much did it move today? How much volume came in? How many people are talking about it? those numbers matter, but there’s a bigger question worth asking: what will this community look like after hundreds of days of building, growing and pushing the ecosystem forward? that’s the part people often overlook. Strong communities aren’t built in a single green candle. They’re built through consistency, conviction, participation and people who believe in what they’re contributing to. solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS is playing the long game. The real story is bigger than today’s chart or volume. believe in something. Knots Up

my highest conviction holds, beyond stonk: solana:8t5C4AWDg4CroMChxdo7rG2e8nJM31QG2GG7Czx9X7x2 (highest potential/winning stock pair on solana) solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS (pays you stonk for holding, pure eco play) solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR (stonk/sol's "new way of trading memecoins" proof of concept coin, massively popular among ZEC folks) solana:6JrR1iqPdinYTNvNPWTR2P7e2wSJ1rwdsrKGyhnzjUVr (leading/adopted wif reward token, and i think wif runs 5x this cycle at minimum) solana:6kNNgyrdvjkRC8eRGQqx5sLfZG2jTmg3NCFmkX2hYP4j (leading spx reward token, and spx is a cult that's going to send spx to potentially new highs)

KNOTS STATS (Sept 29th) APR: 144.4% $STONK Rewards: $29,142 Volume: $996,320 Burned: 374,812 solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS Holders: +12 https://t.co/j0gQVfnwzZ

Good day 144% solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx APR 374K solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS burned +50% price increase

Nom nom nom. These bottom buys on solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS are gonna retire some people. Waters are warm friend, come on in.

Something in my gut, which has been extremely on lately, is telling me solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS is gonna go on an absolute ripper here soon. The premiere pairing to solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx that shot to $50m market cap in two weeks, has been spot listed on multiple exchanges, has done over $150m in volume, gained 16,000 holders and so much more. I have been comfy holding this and have steady added to my position. Knot your average meme coin. So much higher.

$STONK <> solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS https://t.co/sUdodasWV0

I don't know what you're doing with your $STONK rewards But I'm buying more solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS at these prices More $KNOTS = More $STONK

stonk update: playing out according to plan. ultimately (like everything else), very influenced by BTC, which is looking a bit less heavy overnight monitoring closely. if BTC starts pushing higher, looking for a fresh uptrend on my biggest positions: solana:8t5C4AWDg4CroMChxdo7rG2e8nJM31QG2GG7Czx9X7x2 (remarkable relative strength here. chart looks sandy) solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS (violently oversold) and largcap meme winners: solana:6kNNgyrdvjkRC8eRGQqx5sLfZG2jTmg3NCFmkX2hYP4j solana:6JrR1iqPdinYTNvNPWTR2P7e2wSJ1rwdsrKGyhnzjUVr

stonk update: playing out according to plan. ultimately (like everything else), very influenced by BTC, which is looking a bit less heavy overnight monitoring closely. if BTC starts pushing higher, looking for a fresh uptrend on my biggest positions: solana:8t5C4AWDg4CroMChxdo7rG2e8nJM31QG2GG7Czx9X7x2 (remarkable relative strength here. chart looks sandy) solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS (violently oversold) and largcap meme winners: solana:6kNNgyrdvjkRC8eRGQqx5sLfZG2jTmg3NCFmkX2hYP4j solana:6JrR1iqPdinYTNvNPWTR2P7e2wSJ1rwdsrKGyhnzjUVr

The market can shake out weak hands, but it can’t erase a thesis that keeps getting stronger underneath. solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS is one to study.

rightly said. The solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS → solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx relationship gives an underlying economic loop that most random memecoins simply don’t have. If $STONK revenue and ecosystem activity continue compounding while BTC goes through the reset, $KNOTS can spend this period to build and strengthen the ecosystem instead of trying to react to every short-term price move. That’s why I think the important metric here isn’t just where KNOTS is trading today, but what the ecosystem looks like when liquidity comes back. If the fundamentals keep getting stronger while the price settles, that’s where the setup starts getting really interesting.

solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS feels very oversold onchain (across chains) got carried out on a stretcher this week i maintain 100% of my position this is the type of coin that (like so many others that have shown strength on RH chain, stonk, etc) will let the air out of the balloon while BTC resets and alts go lower, back to a point of equilibrium, having previously priced in BTC going to 90k+ with ease if the coin has something fundamentally compelling (knots earns stonk, and stonk is a revenue juggernaut), and the only missing ingredient is for BTC to consolidate (and by extension, the platform token underneath), anything can happen - but this is the recipe for a coin to explode off the bottom and have a setup to go to new highs early bull market is just a game of patience and identifying what the market has tipped its hand toward; just need to endure patch liquidity conditions BTC is a single tweet away from ripping. it can remain rangebound here (for weeks), but i maintain fully positioned, and that risk is to the upside (stonk chart for reference)

I love https://t.co/GwkgJIA1Ey for stats like this. solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS has been put through wringer for the past week. Something every top meme coin goes through multiple times as they grow. With the volatility comes an increases in new holders, some whales selling, the departing of impatient holders and the addition of new whales. A healthy and much needed trading of hands before the next leg up. In the last 24 hours we've seen some people leave the community, so I decided to dig into the top holders to see what they've been doing over the past 24 hours. 1 of the top 20 added. 19 of the top 20 did nothing. IMO these stats show me solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS has patient whales who are happy to sit on their hands and add to their conviction plays while volume is focused elsewhere/limited. On the other side I see impatience/boredom as price action scrapes along the lows and new pairs pop up daily. If you can't hold, you won't win. Higher soon.

Have not sold a single solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS since the first move up. All that I sold was bought back 10x. Clearing up some funds to buy more. Fade the premier solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx pairing at your own risk. Higher soon.

If you have trust in $STONK meme coins you don't give a fuck about this dip I'm down bad but honestly in one day everything can change, in one day they can pump 300% at least I believe they are down because of ongoing $STONK FUD campaign Once they start pumping, no one will stop them My trust is in: solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS $RAYCAT $NINJACAT

KNOTS STATS (Sept 26th) APR: 130.4% $STONK Rewards: $30,573 Volume: $1,045,239 Burned: 160,477 solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS Holders: -29 https://t.co/beL3t32756

While everyone sends their money to Jeff Bezos in the hopes that he becomes your new KOL - I'm looking for setups like this. They are literally EVERYWHERE in the Stonk eco right now. solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS has one of the most attractive charts right now IMO if I was looking to park some capital somewhere. Look for the coins that have gone through distribution, have a team/community that's still pushing daily, holder count rising and park your money there. Sure you can top blast and make some money, but you stand to make a lot more when you have a plan and see it through. Knot your average memecoin. Higher soon.

One of the main reasons I’m so incredibly bullish on solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS. You’ve got a team that is non stop regardless of price action because they know what they’ve created. That’s where my capital deserves to be parked. That’s where my bag work makes the most sense. Not only is it paired to the most attractive coin in crypto right now (solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx) but they are one of the highest quality early movers in this new meta. Winners show up everyday no matter the circumstance and that’s what I see in the KNOTS team and holders. Repricing higher soon.

solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS prints you solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx Plant the seeds anon. It’s not too late to be early. https://t.co/kRaKsatCA1

Alright back to bull posting solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS & solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx fulltime. https://t.co/XtMK4SS9ZO

solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS looks good here https://t.co/T5DUeA159j

solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx higher solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS higher billions or nothing. https://t.co/KsIeQieUBD

推荐一波 FOMO 上的顶尖海外 Trader 🧵 区间胜率和投入胜率均由 Grok Bot 统计，已剔除盈亏 <$500 的交易。 主要筛选条件： 高 Alpha + 高胜率 + 高盈利 其中重点关注 $1M 以下标的胜率 >40% 的 Trader。 1. Kyle 几乎是这个周期链上最顶尖的玩家之一。 入场 <$500K 的胜率高达 55%，追高胜率同样超过 55%。 重仓追过 $PONS、$AI，还在 $144K 市值买入 $BLUECHIP。 除此之外，他还提前埋伏到了小拜登发币、PLTR meme 股 $MONITOR。 最近也在埋伏各种政治币，感兴趣可以自己研究。 2. gkisokay 顶尖 Alpha 玩家，出手极少，交易标的只有约 20 个。 真正做到以小博大： 投入 <$5K 的交易，胜率接近 65%。 主要战绩： • $200K+ 买入 $MOO • $500K+ 买入 robinhood:0xfe7e19cbce2f896c6c528bc355baf5a768291e18 3. facap 交易数量比较多，但综合胜率依然很高。 投入 <$10K 的交易，胜率接近 40%。 主要战绩： • $80K 买入 $BONER • $500K 买入 robinhood:0xfe7e19cbce2f896c6c528bc355baf5a768291e18 • $2.7M 早期买入 $AI 4. figaro 交易数量较多，综合胜率没有前几位高。 主要击球区间是 <$5K 投入，胜率约 33%。 真正牛逼的地方是： 能够在极低市值买入上限极高的标的。 主要战绩： • $4.3M 买入 $MARSCOIN • $1M 买入 solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx 虽然最后都卖飞了，但买点非常漂亮。 5. cardinalsaint2 交易数量中等，但 Alpha 胜率非常高。 主要击球区间： <$500K 市值 → 胜率高达 48% 主要战绩： • $200K+ 买入 $BONER • $150K+ 买入 RH 的 $ASTEROID • $26M 重仓追高 $AI 6. soby0x 顶尖 Alpha 玩家。 出手少，胜率极高。 入场 <$500K 的标的，胜率高达 66.7%。 主要战绩： • $4M 买入 $MARSCOIN • $8M 重仓买入 $AI • $6M 重仓买入 robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 7. tribeonchain 全能型玩家，出手少，胜率高。 入场 $500K–$1M 的标的，胜率约 57%。 更夸张的是： 追高 $5M+ 标的，胜率接近 100%。 主要战绩： • $2M 买入 solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS • $11M 重仓追 solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx 8. zeri_terminal 顶尖 Alpha 玩家，出手少，胜率极高。 入场： <$500K → 72% 胜率 $500K–$1M → 67% 胜率 主要战绩： • $950K 买入 solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR 9. theonlyomp 顶尖 Alpha 玩家，出手少，胜率极高。 目前看起来主要玩 Solana。 入场 <$1M 的标的，胜率约 50%。 追高胜率更夸张，接近 100%。 主要战绩： • $9M 重仓买入 solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx • $30K 买入 meme bitcoin:native 这类 Trader 我觉得比单纯看“谁赚了最多钱”更值得研究。 真正有价值的是： 他在哪个市值开始出手？ 投入多少？ 胜率如何？ 是低市值埋伏强，还是追高能力强？ 后面我会继续整理更多 FOMO 上值得关注的 Trader。

JUST IN: STONK has generated $1.49M in revenue, with $1.13M already used for solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx buybacks and 3.67M solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx burned. The platform now automatically claims its trading fees, with ~60% of revenue going toward buying $STONK from the open market and burning it, while the remaining revenue is retained. Real revenue, real buy pressure, real supply reduction. This is the part of the STONK thesis worth watching closely. HIGHER $STONK HIGHER solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS

what's cool about stonk fun and its constituent eco tokens like solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS, solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR, solana:6JrR1iqPdinYTNvNPWTR2P7e2wSJ1rwdsrKGyhnzjUVr, etc: the coin has barely gotten off the ground (since fair launching with no insiders!) and it's brought such a sense of purity/renewal and energy to the space, that a ton of builders are coalescing around it to, (much like solana's "keep shipping relentlessly" ethos, to their credit), and not sit there in complacency, but rush to continuously improve token design and new features. it's only been a few weeks. this is great to see from @jtx_trade and @solana and am really stoked to see the pace of development/innovation happening to take something already on a rocket ship and continue to add boosters to it.

if we're really in a bull run (which we are) and if we assume moving forward that the market wants infrastructure plays with proven revenue, then launchpads like STONK, PONS, and PUMP are going to do well this cycle of the 3, the most undervalued at the moment is $STONK 7 day revenue: $STONK ($280 million marketcap): ~$5.36 million $PONS ($600 million marketcap) ~$3.63 million $PUMP ($2 billion marketcap): ~$11.89 million almost all of the biggest runners on SOL over the past few months have come from the STONK ecosystem all time high marketcap for STONK runners: solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR: 180 million solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS: 50 million $ALLINU: 25 million solana:HgcxVs6kJhPAaGqnPNGaa7zYgNT49hJrLufiqcNMuYZT: 14 million $SI: 10 million + a bunch more I'm missing with all of that being said here is my thesis on all 3 of these launchpads: if we're in a bullrun, people will trade onchain which will drive more volume and revenue to the launchpad tokens memecoin and stock pair infra is undervalued considering how it has the most attention in all of crypto there are so many L1s and other platforms that do ZERO revenue and still trade higher than the 3 launchpads I mentioned in this post these launchpads are generating the most revenue in all of crypto outside of HYPE, ETH, and SOL don't over complicate it, these are the kind of altcoins that people will care about this cycle tldr: if we're in a bull run, own the house, I'm bullish

solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS looks incredible here https://t.co/lR262BvNmT

an under-appreciated and *extremely* important reason $stonk is undervalued here: there's a large contingent of *very* loud voices in this space that appear to be contractually forbidden from talking about it. this is basically giving your buys here asymmetric value. if these parties (who have *MASSIVE* audiences, hence why they're under paid deals by a competitor) were openly and freely talking the market, we'd be much closer to a broad consensus on ct that stonk and its big eco coins are *the* trade to be in and we'd probably be trading something like 2-3x higher across the board right now. it'd still be the trade of the cycle (in my eyes), but your entry would be way less juicy. sometimes that can be the difference between "best trade of the cycle" and "kingmaker" or retirement-level money. eventually, like solana in late 2023 at $8-20 dollars, the revenue figures and price will do its own marketing, and it'll be broadly undeniable: similar to when eth maxis (of which i was one) in the course of 2023 (pre sol breakout) were working overtime to minimize/fud sol. this was, in addition to FTX ties, a big part of why curious/active people looked at sol's activity figures with clear eyes, tried the UX and had a "holy shit moment", and were able to size into it at absurdly cheap prices (sol arguably shouldn't have broken below 40-60 dollars) if you're looking at $Stonk and stuff like solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR and wondering "why isn't this higher", it's because there's artificial information asymmetry on the tl. and this is part of why the opportunity is screaming-hot

an under-appreciated and *extremely* important reason $stonk is undervalued here: there's a large contingent of *very* loud voices in this space that appear to be contractually forbidden from talking about it. this is basically giving your buys here asymmetric value. if these parties (who have *MASSIVE* audiences, hence why they're under paid deals by a competitor) were openly and freely talking the market, we'd be much closer to a broad consensus on ct that stonk and its big eco coins are *the* trade to be in and we'd probably be trading something like 2-3x higher across the board right now. it'd still be the trade of the cycle (in my eyes), but your entry would be way less juicy. sometimes that can be the difference between "best trade of the cycle" and "kingmaker" or retirement-level money. eventually, like solana in late 2023 at $8-20 dollars, the revenue figures and price will do its own marketing, and it'll be broadly undeniable: similar to when eth maxis (of which i was one) in the course of 2023 (pre sol breakout) were working overtime to minimize/fud sol. this was, in addition to FTX ties, a big part of why curious/active people looked at sol's activity figures with clear eyes, tried the UX and had a "holy shit moment", and were able to size into it at absurdly cheap prices (sol arguably shouldn't have broken below 40-60 dollars) if you're looking at $Stonk and stuff like solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR and wondering "why isn't this higher", it's because there's artificial information asymmetry on the tl. and this is part of why the opportunity is screaming-hot

I love seeing tweets like these lately! I’ve had so many private conversations about stonk fun eco (solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx) and flagship tokens (solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS) people, having been traumatized by anything memecoin or launchpad related going back to probably mid 2024, initially completely tune it out. I deeply empathize with that, because approaching what I call “the previous generation” launchpad/memes with anything other than extreme skepticism and defensiveness is a fast way to lose money. Being skeptical of stonk fun (and pons, on RH chain) is the result of “adapting to the market” to protect yourself from loss. I get it better than anyone - I’ve taken zero days off all bear, but completely checked out of memecoins for the past ~14 months. Until now. I could go on at length about the eco tokens, but just focusing on $STONK Imagine if pump fun launched today, but instead of 10B FDV with most supply sitting in investor’s hands, it was a totally fair launch. All tokens circulating, no supply dumping on your head. Anyone can buy from zero. Even today it’s barely north of 200m mcap, and btc is 50k below prev ath. Whole bull run ahead. Deflationary from day 1; 60% buyback and burn, with most of the rest supporting top eco tokens (insane flywheel). Meaning the token price has pressure to default go up, not default go down. And the coins launched on it have totally different tokenomics, and incentivize buy-and-hold PVE, free yield, and inculcate a sense of positive and cozy community spirit we haven’t seen since the advent of wif or bonk. The coins are down today b/c of BTC pulling back on illiquid weekend conflict headline churn, which is an opportunity. We’ll get plenty more mini dips over the coming weeks (alongside people panicking, a reliable sign we’re in the early early bull wall of worry climb) My hope is that people dedicated enough to be here the whole bear recognize this opportunity and take part in what could be greatest onchain PVE wealth generation event we may have seen in the past ten years.

🚨🚨A little attention on stock flywheel tokens. The 3% tax is not the full cost. On some of these, slippage alone is still 6–9% in a single swap, even at $18M–$100M mcap. That is the part most people skip. Tax + impact on the way in, same again on the way out, and you can be 15%+ underwater before any reward hits. The flywheel share on your spend is often under 1%. Worth checking the red number on a real size before you click. JupShield already flags the 3% on buys, sells, and transfers, and says rewards are not guaranteed. Liqudity is surely very thin here . Example from the quotes: 👇👇 solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR (~$100M) - Sell $1,022 → $978 (−4.27%) - Buy $1,000 → $934 (−6.62%) solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS (~$18M) - $1,000 in → $909 (−9.05%) - $100 in → $91 (−8.86%) 🧐🧐

With solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS trading like this it's only a matter of time before solana:3nqHijNUExsnjNBb15WJsJ2xisyMVGN6FK4aUgZk1Rwj (same concept, reverse ZCAT) and solana:AqoPZcUumKUBHrnfBsNtoNuneYEjoimaiWYq8GH8gpX9 (index of top 10 coins on STONK) take off

From past experience with these two pairings... When solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx leads and solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS lags, KNOTS ultimately violently moves to the upside due to it being lower market cap. STONK looks like it's ready for price discovery. Tick tock...KNOTS up next. Position accordingly.

solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR Tech.

With solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS trading like this it's only a matter of time before solana:3nqHijNUExsnjNBb15WJsJ2xisyMVGN6FK4aUgZk1Rwj (same concept, reverse ZCAT) and solana:AqoPZcUumKUBHrnfBsNtoNuneYEjoimaiWYq8GH8gpX9 (index of top 10 coins on STONK) take off

i find the level of PTSD on the TL right now genuinely astonishing. there are pretty well known people calling for "a local top" or some sort of big pullback here i'm focused on solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx fun eco (solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS etc), but let's take RH chain, which is also a smash success: the entire TVL of every single token on RH chain, including PONS (the main launchpad and RH chain 'largecap') in aggregate, ie combined, is lower than the market cap of *whatever the fuck* "book of meme" was last cycle (if you don't remember, it's some weird ruggy opportunistic crimed-up coin that popped up after wif took off) like that came and went in a blip, and nobody remembers it. again, the ENTIRE TVL of THE ENTIRE CHAIN on RH is *less* than a single (shitty/fleeting/forgettable) coin from prev cycle, and there are people out there saying "yeah guys, i think that's a wrap for a while. we really got ahead of ourselves here. we got a double ration of mealworm-pocked stale bread from our prison masters, so we must be getting executed tonight" i think the previous-era (pre stonk fun eco, rh eco) meta memecoin trenches really messed people up. i use the analogy like "people are shaking in a piss-soaked corner, refusing to leave the cell long after the gulag was liberated" i'm afraid people forgot that "good things are possible" and "it can be early", and are just traumatized. if you're not experimenting with new coins, or generally finding some way to open up your wealth chakra right now, you're potentially sidelining yourself from what could be the biggest PVE wealth creation event we've seen in 5 years. don't be scared. come, bathe with us. if not now, when?

I still think it's only a matter of time before 1) solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR is at $200M & 2) solana:3nqHijNUExsnjNBb15WJsJ2xisyMVGN6FK4aUgZk1Rwj (which prints ZCAT) is at $20M It's the same exact situation as solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS / $STONK and this one is the clear winner with top 3 FOMO traders owning it You're welcome in advance it's basically a free 10x from this level minimum

stonk fun burned .25% of its supply in a single day. while 97% of people that will trade onchain are still in bed, and BTC is trading fifty thousand dollars below its previous ATH this is in contrast to other protocols that 1) don't have a token 2) are dumping supply on your heads nonstop, potentially to the tunes of billions of dollars in some cases, to pay off VCs and early investors to pay them back for their flatiron office's air hockey table $stonk is a 10b protocol, solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS earns stonk, and we're so early to this new path for memecoins, that exchanges and tax software is still barely figuring out platform issues so much higher.

p simple train of thought on my thesis for this fall/winter and beyond. call me crazy, but: -@solana is doing really well -solana and its constituent platforms have tens of billions of dollars of resources to deploy to continue doing well -stonk fun is the runaway activity/fee/revenue driver of the chain, and has been for weeks, despite powerful competitors trying (and failing) to copycat its features -stonk fun has introduced tokenomics that incentivize people to hold and vibe, and let the little guy trading with a single wallet and an intuition for what he likes win again -solana gets a lot of good will and reputation cleansing because of the above (its last big hurdle in the way of enjoying a trust premium), plus platform/fee diversity from stonk fun, which hardens their business. -recognizing this, solana main is relentlessly bullposting stonk fun eco memes -STONK is a beautifully designed, fair launched, deflationary launchpad token (ie rather than VCs dumping and diluting the value of your tokens, they use fees to get you an even bigger piece of the pie just by sticking around) -all of the above gets way juicier when bull market takes off, for real (we're trading at only 5-10% of real bull market volume, there are only like 15 people onchain right now) -and solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx has a leading token (by mcap) in its ecosystem that airdrops STONK to your wallet nonstop, called solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS, similar to how runaway success ZCAT (which ran to 150m mcap in a vacuum while BTC dumped for weeks) airdrops you free ZEC. based on past comps, STONK could run to 10B and still be considered a value play. thinking much higher, and any/all dips are a gift. because doug funnie said so, diaperliquid.

We like it here $STONK <> solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS https://t.co/9Qc8tWwipF

I literally cashed out $240k on solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS which is backwards $STONK and ya'll are fading me on solana:3nqHijNUExsnjNBb15WJsJ2xisyMVGN6FK4aUgZk1Rwj which is backwards solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR??? Are you okay?? https://t.co/p3DAl2A4VF

I think there was a bunch of early holders that used my promotion to jeet their bags They are out now though Time to punish them and send solana:3nqHijNUExsnjNBb15WJsJ2xisyMVGN6FK4aUgZk1Rwj to $10M makes no sense to be this low when it airdrops solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR and is in the same format as solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS

I sense a repricing here soon for solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS Don’t get market cap confused for coin price. Higher soon. https://t.co/oNAX7hNMl0

Nom nom nom. Don’t let them take all your solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS

If I had to put one low-cap StonkFun name in front of you, I’d start with solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS Not because it’s another random “hidden gem,” but because the token actually gives you something to study. KNOTS launched on StonkFun against @LaunchOnSF, and the pair itself is part of the thesis. Its 3% transfer tax is designed to distribute solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx to qualifying holders after distribution costs. That creates a very different game from the usual Solana launchpad meta: trade activity feeds the reward mechanism, while the quote asset is part of the identity of the token. And that’s why I’d study the ecosystem rather than just hunt for whatever has the lowest market cap. StonkFun is becoming interesting because it’s expanding the idea of what a quote asset can be; stocks, currencies, custom mints and more… instead of everything being another SOL pair. The real question now is which of those markets actually develop persistent liquidity and mindshare. $KNOTS is one of the cleaner experiments in that thesis. So @theunipcs if you’re looking for an asymmetric StonkFun play, I’d have KNOTS high on the research list. Study the pair, the liquidity, the tax, the STONK relationship and the wider StonkFun flywheel. That’s where the interesting part is… let’s win knowing this, that the trying of your faith worketh patience. James 1:3 KJV

While all of CT does mental gymnastics over macro environment, the solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS team just keeps moving forward. This is what you want to look for when everything is “uncertain”. Knot your average memecoin.

strength on solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR on any tiny sparkle of BTC nano-strength is the market tipping its hand zcat frontran the onchain cooloff a bit, and is acting as a preview of what will happen zcat is stonk fun's flagship proof-of-concept token and mcap leader almost like it's showing you that stonk fun is going to absolutely explode when BTC enters its "liquidity cup overflows again" moment, north of 82k (and showing strength for contintuation) and if zcat and stonk fun are doing well the #2 coin in the ecosystem, solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS, which earns solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx steadily.. i dunno, what do you think happens here? so bullish i could vomit, doug

All of this will be free in hindsight. Thanks for your solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS friends. Higher soon. https://t.co/sSVwJw4eCI

Reason #117 solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR is phenomenal It isn’t dependent on the launchpad or meta it was born in. It solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx tanks and the stock/coin pair meta dies (hope it doesn’t) then solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS or any coin that earns solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx is in deep shit solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR is tethered with zcash:native. solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx could be at 0 and solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR could still be in the billions

I’m so bullish on stonk fun (driving sol’s resurgence too) and this is all happening while BTC is grinding down to try to find a bottom. All of this PA and volume is driven solely by smart “I stick around during the bear” early adopter pipe hitting veterans who see the potential (and knkw intuitively how this movie ends), potentially representing probably only 3-5% of total volume that will surge during the bull This is one of those things where the market has tipped its hand, but liquidity is simply compressed by temporary BTC PA (pons/RH chain down too for similar reasons, and I’m bullish there too) Haven’t had a more comfortable or high conviction hold in years. I ultimately can’t predict PA, but this *feels* the same as buying bonk at 40m before it went to 4-5b, and chainlink at 30 cents before it went to $18 and then eventually $50 Only missing ingredient is time. In the meantime, very comfortably holding solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS which is earning yield in the massively deflationary solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx

Testing persistance solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS · Paid in solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx Explore APR / APY, recent performance and holder rewards on The Stonk Board. https://t.co/RASFozG9Be

I think solana is broken. This is the first time in 21 months that i bought a coin, looked at my wallet a half hour or so later and im not down -30% My solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS is up 18% Wtf

solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS All dips are for buying, best expression of being bullish the stonk eco

if you're crawling out of the desolate, smoldering wasteland that was onchain trading the past two years, and the below quote tweet seems like a bewilderingly uplifting act of positivity, and your kneejerk reaction is one of (deeply earned) skepticism, you might be shocked at how good the vibes are on stonk fun. but let me qualify that: i've been looking for tokenomics that solve the problem of the mexican standoff, "rusty knife fight in an alley" death zone that has dominated the culture, and trying to find a path that, while still competitive in many aspects, is slower, easier to understand, and *critically*: finds a simple and sophisticated way to make long-term holding the same coin, or small basket of coins, as lucrative, or more lucrative, than the post-bonding-curve era Dantean hell we've been in, where it's a tangled pile of wretched bodies in a dimly lit chamber, crawling all over each other in a writhing mess, to try to stick their maws into a tiny feeding troph that only appears for a brief glimmer of time; all the 30k toppers, 80k toppers, gaslighting each other into buying absolutely nothing, in an endless churn. and that better path needs to do it not through social pressure or enforcement, but through mechanisms that target the basest incentive layers of maximizing profit. it's not a trivial problem to solve. i think stonk fun's tokenomics (fair launch, buyback/burn flywheel akin to hyperliquid, the coins in the eco reward holding by instantly airdropping without staking or claiming anywhere, the ecosystem buys/burns top 10 tokens, etc) and honestly, if you think "this is all just rose-tinted glasses BS, i've seen this sort of bull psyop before", i don't blame you i didn't get it until i dove in with two feet a few weeks ago, and then held my breath to see if it'd remain sticky, in a way that could last through to cycle culmination. i'd rather do this sort of psychotically-high-conviction bullposting of stonk fun eco (solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS, solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx, solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR, etc) while BTC and majors are in the shitter, and there's a large cohort of people that don't even believe the bear market is over than when we're at new highs, and things could silently tip back into a top at any moment, and this sort of flowery posting is hard to distinguish from carnival barker/snake oil exit liquidity scamming, before everything rolls over. right now though: this is the time to experiment and feel it out would encourage anyone on the sidelines of this new to buy some nominal amount and just see how it works.

i've been in crypto for 10 years. 4 cycles, including this one we went from: - VC scam coins that had 5% tokens circulating, 95% locked in investors hands, inflating you to zero, to: - memecoin populism normalizing fair, fully circulating launches, to: - deflationary memecoins and launchpad coins that try to outcompete each other on how much they can buy back and burn with fees that previously went into VC pockets, paying you just for holding. no weird whitepapers, no convoluted hiding scams behind layers of complexity. i can't say for certain how this evolves over the cycle, but this is the most egalitarian crypto cycle i've participated in so far, and it's not even close. we have people just buying and bidding coins like solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR and solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS and.. holding them. majors sideways? not much volatility? no problem, just getting paid multi-thousand % APY to hold my memecoins without selling a single cent. and new apps that abstract UX hell and bridging and approvals, and make chain tribalism way diminished just stoked to be here right now