As the year comes to a close, the dumbest shill, "buy my bag" propaganda for a coin in CT for 2025: Feel like the winner is $GRIFFAIN Remember seeing many posts about the founder Tony being one of the main founding devs for UBER in the "early days" & how without him, "uber wouldn't be uber". Then a quick search on LinkedIn & you see he only worked 7+ years after Uber launched & was let go after less than 2 years lol & then ppl said its FUD if you brought it up The runner up forsure is $KLED & the "VC email", the "im at a meeting with A16Z office!", the advisors on website that Cobie ended up calling out on. Fun year of crypto tho. Excited for the many opportunities in 2026. 2026 is the year of the bots as more ppl vibe code & launch. Should be fun to compete.

Name & Symbol: test griffain.com ($GRIFFAIN)
Address: KENJSUYLASHUMfHyy5o4Hp2FdNqZg1AsUPhfH2kYvEP

As the year comes to a close, what would you say was the dumbest shill, "buy my bag" propaganda for a coin in CT for 2025? Feel like the winner is $GRIFFAIN Remember seeing many posts about the founder Tony being one of the main founding devs for UBER in the "early days" & how without him, "uber wouldn't be uber". Then a quick search on LinkedIn & you see he only worked 7+ years after Uber launched & was let go after less than 2 years lol & then ppl said its FUD if you brought it up The runner up forsure is $KLED & the "VC email", the "im at a meeting with A16Z office!", the advisors on website that Cobie ended up calling out on. Fun year of crypto tho. Excited for the many opportunities in 2026. 2026 is the year of the bots as more ppl vibe code & launch. Should be fun to compete.

Name & Symbol: test griffain.com ($GRIFFAIN)
Address: KENJSUYLASHUMfHyy5o4Hp2FdNqZg1AsUPhfH2kYvEP

today i subscribed to Michael Burry's substack for a year. I do like how refreshing this long article is because you can tell it was fully written by a real human and not AI generated. also, this particular part about stock buybacks fits in with what's happening to $PUMP. i still stand on the idea that the pumpfun buyback's are pointless and all the money spent on buybacks so far(~$194,000,000) could have been used for much better purposes that would have benefited the pump eco for the next few years.

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

I guess $XPL has really bottomed out. No new sellers because: 1) Echo investors have not received any unlock despite passing over 1 year + 1 week now. Still no update from Plasma so no tokens. Maybe due to the lawsuit? 2) TVL has not changed and still remains at $2.8bil. Farming sell pressure therefore still the same for the past 2+ weeks

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

$XPL TVL dropped -32% from $4.13 billion to $2.8 billion. And with less farming rewards being sold now, price has gone up nearly 40% in that same time from its bottom 0.22 https://t.co/rUtAOgLqug

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

probably the largest gap between unusual calls & puts for $OPEN today with nearly a 10X difference in premium ($53mil vs. $5.6mil) A lot of short term bets for the upside this month. Warrants haven't even been sent out yet too. Very different situation from $GME now. https://t.co/O8tUbTgfVS

Name & Symbol: OpenLedger ($OPEN)
Address: 0xa227cc36938f0c9e09ce0e64dfab226cad739447

big next 48 hours: $HOOD earnings followed by $OPEN earnings but mostly waiting for guidance call(streamed on Robinhood) Thursday post market. HOOD a lot of short term hedging going on with high premium in puts for this month. For Opendoor, a lot of short term upside bets coming in but also the $20 21-01 '28 calls that I pointed out before have continually seen consistent good premium buys come in past few weeks now. Might rotate more hood into open before Thursday market closes.

Name & Symbol: OpenLedger ($OPEN)
Address: 0xa227cc36938f0c9e09ce0e64dfab226cad739447

Echo $XPL investors are still up nearly 68X. While my average price has gone up because I did add to the bag at higher price, it's still a comfortable amount where I can sit on my hands for a long time since my original thesis on Plasma/stablecoins has been a long term play. I never expected the valuation of Plasma to run up so high this year right out the gates. I think there's a lot of unnecessary hate on team & much of CT wants the founder/team to tweet and make short term announcements to try and squeeze a pump out for an exit. I still am confident in Plasma bc of the continual / steady growth since its launch Sept 25th. Its clear the team has connections (Robinhood listing, big name seed investors) & with the team growing, the long term view for XPL has not changed. The stablecoin narrative has not changed.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Asked Nansen what smart money has been rotating into /out of overnight: - mostly derisking into stables - high outflow with $AVAX, $CLANKER - highest inflow into $CFG (Centrifuge -RWA meta) - with pain only $XPL, first time there's been accumulation trend change detected. https://t.co/YYI2F8pDqF

Name & Symbol: tokenbot ($CLANKER)
Address: 0x1bc0c42215582d5a085795f4badbac3ff36d1bcb

Asked Nansen what smart money has been rotating into /out of overnight: - mostly derisking into stables - high outflow with $AVAX, $CLANKER - highest inflow into $CFG (Centrifuge -RWA meta) - with pain only $XPL, first time there's been accumulation trend change detected. https://t.co/YYI2F8pDqF

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

$PUMP - annualized revenue ~$330mil rn, $1.6 bil MC Stocks with a higher marketcap but lower AR: - Joby Aviation: $16 bil, $0.098mil in rev - MP Materials: $12.5 bil, $240mil in rev - Viking Therapeutics: $7.2 bil, $0 in rev Would be safe to raise targets on PumpFun https://t.co/rFgYldFyPT

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

"tokenization of real estate is just a buzzword. i dont want coins for my house" Real things ppl are saying. "normal" ppl still associate tokenization with literal coins. Ppl call $OPEN a dead real estate company/pump & dump meme stock but I think Kaz & team are doing more than changing just the buy/sell experience. No details yet but seems like with the hints, that they could be pivoting toward bringing real estate onchain. Look at real estate crime related with deed/title fraud. In 2024 alone, nearly 10,000 cases & a reported $173 million in losses. It would be a big change in the industry but having all paperwork / proof of ownership live onchain would eliminate a lot of potential fraud as well as unnecessary waiting time as well to verify details. If there is a partnership with Robinhood, maybe Opendoor launches this initiative on Hood's L2 that they roll out. RWA - Real Estate OPEN at $7 rn. Earnings on Nov 6 but mostly everyone looking at the guidance

Name & Symbol: OpenLedger ($OPEN)
Address: 0xa227cc36938f0c9e09ce0e64dfab226cad739447

"tokenization of real estate is just a buzzword. i dont want coins for my house" Real things ppl are saying. "normal" ppl still associate tokenization with literal coins. Ppl call $OPEN a dead real estate company/pump & dump meme stock but I think Kaz & team are doing more than changing just the buy/sell experience. No details yet but seems like with the hints, that they could be pivoting toward bringing real estate onchain. Look at real estate crime related with deed/title fraud. In 2024 alone, nearly 10,000 cases & a reported $173 million in losses. It would be a big change in the industry but having all paperwork / proof of ownership live onchain would eliminate a lot of potential fraud as well as unnecessary waiting time as well to verify details. If there is a partnership with Robinhood, maybe Opendoor launches this initiative on Hood's L2 that they roll out. RWA - Real Estate OPEN at $7 rn. Earnings on Nov 6 but mostly everyone looking at the guidance

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

high premium in calls past 2 trading sessions for $OPEN 2028-01-21 $20 strike. Over $4.5mil now Someone's building a long term bullish bet. Stock rn is ~$7 https://t.co/FhAtQIeKZE

Name & Symbol: OpenLedger ($OPEN)
Address: 0xa227cc36938f0c9e09ce0e64dfab226cad739447

so far $ZEC leading the recovery and first coin with a green daily with $PUMP second zcash is up 18% from the local bottom. pump is up 10% from its bottom earlier. also interesting to see some bitcoin whale (assuming an OG given his size) twapping into this dip https://t.co/7aWqOh5piC

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Plasma (XPL) is now listed on Robinhood. https://t.co/5GaIrECUO4

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Instructions have been updated on Monad airdrop claim for echo users Go to wallet and the banner is right there with private key instructions thanks again Cobie 🫡🫡 https://t.co/aDL2Qh8N0e

Name & Symbol: Echo Protocol ($ECHO)
Address: 0x06238c1b8e618abedf17669228dc95fb2d2e210b

Stablecoin transaction focused Erebor Bank. Peter Thiel. Investor of Plasma. $XPL First of many US banks to use Plasma?

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

almost 24 hours later... yea $ZEC is legit. my problem now is that i did not buy more few days ago and only have a small bag. The other problem is one of the biggest POS rn is part of my bags: $XPL im about to start the morning off by re-rereading all the Plasma docs https://t.co/8Xe9v8u09f

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

GM just woke up & looked through charts. Insane to see how things wicked (XPL $0.25) but also crazier to see $ZEC strength/recovery when everything (stocks, crypto) dropped red. Don't buy the betas of the privacy meta. Buy strongest inflow & holding group rn (zcash spot) https://t.co/eT5A85FQf1

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

And Plasma is positioning to be the infra for institutions. You look at $XPL investors outside of known crypto players (cobie /tether /paulo), and you see a global bank Nomura Holdings (Japan's largest investment bank) who recognize the changing direction of the financial world (stablecoins). Peter Thiel invested in both Polymarket and Plasma in 2024. And what are the two biggest narratives heading into 2026? Prediction market + stablecoin era. The only "end" is that this is the end of the beginning. Next stage starts now.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Yesterday CT: "wow founder hasn't tweeted in 2 days. not good look. must be true WM is dumping team's $XPL for them" Today CT: "wow founder having to tweet this is not great. must be true WM is committing crime for Plasma" Meanwhile Bitcoin is up $10,000 from less than a week ago & hardly any tweets about that. Goes to show how negatively focused this space is when they aren't early on a project (literally still so early for XPL).

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

And what do you know. BTC closed green and we are higher. Do the opposite of CT every time. And you win. You can do that again and win by building a position with the most fudded coin this week with $XPL I’m taking the chances that it turns out well https://t.co/W60h0k45ZH

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

CT has been mentally trained since 2023 (post Luna/FTX/3AC recovery) to continually switch /rotate faster & faster to every new meta. I think we are at the point like Mike said where there will be projects you are able to just hold and not have to worry bought rotating out of bc the narratives are here to stay for many years. The stablecoin narrative has just kicked off and with how slow banking industry is, its a multi-year play. And with how different bitcoin PA is now with ETFs involved, i think the same will apply for the strong narrative coins that win down the road. That's why for me, it doesn't matter seeing the PA with the correction we just had bc its a multi-year vision in what $XPL will do. Ripple will get flipped whether thats by later part of 2026 or early 2027. Seeing CT's reaction to the correction was more telling especially with accounts tweeting about WinterMute/plasma team colliding to dump tokens & then ppl saying Paulo didn't actually even invest into Plasma. But i love the pvp environment. Knowing who you are winning against makes this game that much more fun. trillions.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

maybe bc of my entry i have calmer perspective but its truly amazing to see what's happening as CT reacts to the first correction for $XPL 0 team unlocks. 0 early investor unlocks. 0 insider selling. "Oh WinterMute is involved!!!" Its $2 billion MC. Of course there will be MMs involved. That is how every market works. "anyone can make an L1!" Okay then go see again who backs /invested in Plasma & then go ahead and create your own "tether L1" & get them to invest in yours since anyone can do it right? ITS THAT EASY RIGHT? "we're just getting farmed!" The team set up higher farm rewards early on because they HAD TO incentivize liquidity to come to the chain & acquire more users. They are clearly trying to position well in this market & beat out current/any upcoming competitors. All of last week, many said long term trade bc Plasma's vision from the start has been a long term approach with what they are trying to accomplish. Just because it didn't go and flip Ripple overnight doesn't mean insiders/ Wintermute are all dumping on you. I will make XPL an 8 fig profit trade by 2027/28 when its all said done. Buying more. $1.05 now.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

learned there was SPOT XPL on hype whole time. moved everything to spot on HL. Now we ride xtra comfy style

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Added to my initial $XPL bag via hyperliquid. This is my first addition since the seed round. I also bought $trillions at $20mil mc bc hard to see it not run with Plasma as the main meme/slogan. Chose to buy on hyperliquid (doing 1X, no leverage essentially) bc its annoying to buy spot XLP with size rn. Current process for Americans without access to asia exchanges is using stargate to bridge over to plasma. But the slippage fee was bothering me so i thought it made more sense to just go to where all the liquidity is and HL was the main choice. I will keep adding if we retest the bottom range of XLP again

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Only 8 memecoins on Plasma with liquidity > than $100K rn. Obviously the main runner /strongest meme is $TRILLIONS This is what happens to a memecoin when there's only a few options for money to flow into. Watching what happens to $PUMP revenue as more money flows into Plasma https://t.co/kPM00BCMDQ

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Even after $XPL 10Xs from here, it will be less than $XRP's current valuations (screenshot below): Plasma 10x would put it at: $24 billion circulating $130 billion FDV The fact that Ripple team has continued to dump on holders/retail & that the normal holders of XRP (non CT casual investor) haven't heard of Tether as much will be beneficial for Plasma's growth as it builds its own cult and following outside of CT. "nooo its just another L1! anyone can make an L1!!" The personal connections with team/Tether + investors network run too deep & the explosive growth hasn't even started yet. With already clear evidence of institutional /big player money, I think XPL is just one of those trades that can be entered with size

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

No lie detected there. Probably the 1st & only zero stress 200X+ trade ill ever have in life lmao trillions is not a meme $XPL & of course, thank you Cobie!!!

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

It wasn't the new team members that sold $OPEN position. It was a fund named Access Industries who bought the shares in 2020/2021. They sold over 10mil shares last week as well. From Access Industries, they had a board rep (Pueo Keffer) but with new team/board, he was pushed out and now his firm is rage selling their entire position. Misinformation, final capitulation here at ~$7.45. I'm a buyer

Name & Symbol: OpenLedger ($OPEN)
Address: 0xa227cc36938f0c9e09ce0e64dfab226cad739447

last 24 hours in $HYPE had over $4.6 billion volume. Over 20% of the total perp volume was just from $ASTER alone with $852 million. Result: ~$863,000 for hype buyback generated so far. Thanks CZ

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

2 weeks in & its amazing the hit rate doing the opposite of CT has. Expecting to see accounts continue to shill low caps to try and make up for missed gains. "the lore...the next ___, if X went to $1 bil, Y can go to $100mil, its only 400K MCrn~!!" Don't fall for stupid shills. Dont up the leverage

Name & Symbol: TaleX ($X)
Address: 0x0510101ec6c49d24ed911f0011e22a0d697ee776

Among the top 150 holders in $YZY with p&l data: P&L PERCENTILES: 10Th Percentile: $-23,889.98 25Th Percentile: $-8,346.83 50Th Median $1,161.89 75Th Percentile: $28,739.41 90Th Percentile: $69,377.20 95Th Percentile: $125,837.06 only 53% are profitable right now. MC is $1.44 billion

Name & Symbol: YZY ($YZY)
Address: DrZ26cKJDksVRWib3DVVsjo9eeXccc7hKhDJviiYEEZY

Stats onchain shouldn't be seen as FUD. As I said the other week, $CLIPPY brought on more 'loss-driven' rotation so opposite of smart money, where its more loser wallets trying to get even. Now today, Clippy dropped to $14mil. Wallets that rotated out to chase into $YZY in hopes of making it back (they didn't)

Name & Symbol: YZY ($YZY)
Address: DrZ26cKJDksVRWib3DVVsjo9eeXccc7hKhDJviiYEEZY

Top accumulating tokens by smart wallets past 12 hours: 1. $VVV (base ) - $102mil MC 2. $NUB (solana ) - $57mil MC 3. $WETH

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

tbh very surprised to see what happened with #FARTCOIN. Ran a scan on top 240 holders outside of exchanges, wallets related to MM. Currently, over 52.5% are in red & not in profit. Median p&L is at -$19.6K P&L: 10th Percentile: $-389,970.81 25th Percentile: $-164,583.45 50th Percentile: $-19,684.88 75th Percentile: $183,572.75 90th Percentile: $806,957.29 95th Percentile: $1,870,040.26 99th Percentile: $5,142,565.10 Saw a lot of big smart money wallets buy dips & accumulate positions past few months so this PA caught me off guard since i expected fartcoin to be one of the strongest memes. now sitting at $860mil MC

Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump

Going to be interesting to watch what happens with $PUMP as bitcoin rises & where ppl choose to cut their position. I created this program using Nansen's API + Claude to get stats on the top 500 holders current P&L. I used the median bc i think its more accurate than average for this purpose. Excluding exchanges: Currently 61% of top 500 holders are unprofitable. 10th Percentile: $-845,015.44 25th Percentile: $-157,602.84 50th Percentile (Median): $-21,205.91 75th Percentile: $35,119.87 90th Percentile: $264,834.55 95th Percentile: $790,720.20 99th Percentile: $1,337,470.02

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

still tuning things up but currently the top 3 accumulated coins by smart money on ETH in the past 12 hours are: 1) $REKT - $516mil MC 2) $CPOOL - $140mil MC 3) $MOG - $586mil MC https://t.co/96VJKWkXXZ

Name & Symbol: Rekt ($REKT)
Address: 0x20482b0b4d9d8f60d3ab432b92f4c4b901a0d10c

still tuning things up but currently the top 3 accumulated coins by smart money on ETH in the past 12 hours are: 1) $REKT - $516mil MC 2) $CPOOL - $140mil MC 3) $MOG - $586mil MC https://t.co/96VJKWkXXZ

Name & Symbol: Clearpool ($CPOOL)
Address: 0x66761fa41377003622aee3c7675fc7b5c1c2fac5

still tuning things up but currently the top 3 accumulated coins by smart money on ETH in the past 12 hours are: 1) $REKT - $516mil MC 2) $CPOOL - $140mil MC 3) $MOG - $586mil MC https://t.co/96VJKWkXXZ

Name & Symbol: Mog Coin ($MOG)
Address: 0xaaee1a9723aadb7afa2810263653a34ba2c21c7a

This former #useless whale has since moved over 5.7mil tokens into 17 other memecoins. Haven't seen this in a while where a 7 fig wallet diversifies into every single meme possible lmao Has over 7.2million $BERT (~$220K), 1.81mil $FWOG (~$80K), 2.3mil $MICHI(~$65K), 138K tokens of $PNUT ($30K) to name a few all in on memes. addy: BRCRx5KwXpaXxCbM2C16TSocvCCgTWFoWJ3cJJXdNAcv

Name & Symbol: FWOG ($FWOG)
Address: A8C3xuqscfmyLrte3VmTqrAq8kgMASius9AFNANwpump

After looking further on Nansen, there's a clear direct correlation with the recent ppl realizing losses on $PUMP & level of bearishness in CT. This game is a mental game. You can't let the noise of ppl who are in a bad state of mind bring you down to their level. Many ppl in this space dont want others to win without them. Ppl rn are acting like they have a large allocation or even a decent size allocation in Bitcoin. But when they were fully allocated into memecoins & complete vapor AI projects, it was long your longs. A minor btc dip ($3,000) & now its become 'its over' szn. I've always said: Do Opposite of CT and you have a greater probability of winning. The opposite of CT is very clear rn. I will be a "delusional" bull

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn