The breadth of assets where onchain reaches mainstream is thinning out right now. Now that you are likely out of your positions, think carefully about what to get back into. There was only one solana:9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump last cycle. Theres is only one robinhood:0x98096d17e191b3da1d5f99a6d7b3584351b11e18 coin this cycle. This cycle will be in economic expansion.

If only I could buy fartcoin at $50m. If only I could buy AI at $100m. If only I could buy doge at $500m. You wouldn’t have bought regardless. How do I know? I can see history repeating.

Don’t call them: The next fartcoin The next virtuals The next wif That would put a false ceiling on them. These are assets with entirely new primitives + tokenomics, and until the end of the cycle they’ll be in price discovery, as they don’t fit into any past pattern.

Broccoli heads faded fartcoin in 2024. The plumbers got in. Broccoli heads are fading another play now. The plumbers are getting in.

Not the next fartcoin, because even fartcoin didn’t achieve what this is going to.

My 1st cycle: smart contracts. 2nd cycle: ICOs. 3rd cycle: DeFi and NFTs. 4th cycle: Memes and AI + crypto. The beginning of every new crypto cycle felt inspiring — anything being launched at that moment felt like the next big thing. Feels quite uninspiring at the moment.

Memecoins ≈ NFTs Novelty, a requirement, that they lack. Any instrument that lacks fundamentals inevitably gets diluted away: the prey get wiser. You can’t repeat the same playbook and expect liquidity to come back just to get wiped again by something they’re already traumatized by. Every wave smaller than the previous — Doge: $80B Shiba: $40B Pepe: $10B Fartcoin: $2B Asteroid (literal elon shill): $200M

If you connect the dots hard enough — the exploit went through, and the optimized route for the exploiter to offload their newfound infinite supply was to pay for a coordinated pump of the coin, which we witnessed via the biggest names in this space, all at the same time.

Memecoins = NFTs = ICOs A function of getting burnt. Musical chairs. Every new round leaving fewer players. From the days of dogecoin to the days of fartcoin to the days of asteroid, less novel than the previous, less intriguing.

“Stick to memecoins” — guy that found out about me only after fartcoin, not knowing everything I’ve done prior. P.S. I’ve made more money off trades outside of crypto over the last year than from it.

“The dev has accepted the token” No, the dev has accepted the fees and mentioned the token, the dev has not integrated the token into their work whatsoever. Dev: “The token is just to show support, not connected to the product”. Not touching anything with execution risk till devs actually dev their tokens.

Agent send 5% of its token supply to *checks notes* someone that asked for it in the comments. *token collapses* Execution risk is an understatement. https://t.co/gOBuehE9MO

You know what happened to penguin? All its catalysts were expended in its first week. That’s what happens with trend-driven, extrinsic memes. Great trades, but bad investments.

Fartcoin = Truth terminal Copper (inu) = 1nc1nerator

Yesterday: “we’re all the penguin” Today: “we’re all punch” You know what’s better for your portfolio: an asset that derives its memetics intrinsically (mission/community driven), rather than extrinsically (trend driven).

When a coin is based off a meme, It won’t go too far. When a coin is the meme itself, It has legs. I want you to look at every major memecoin that has ever existed. They all have one thing in common: They are the meme. Eg. Dogecoin, Fartcoin, SPX6900, etc.

When a coin is based off a meme, It won’t go too far. When a coin is the meme itself, It has legs. I want you to look at every major memecoin that has ever existed. They all have one thing in common: They are the meme. Eg. Dogecoin, Fartcoin, SPX6900, etc.

Other memes: We’re the next fartcoin. We’re the next white whale. We’re the next dogecoin. Copper (inu): We’re the first memetic store of value. We’re not experimenting with memes. We’re experimenting with hyperstition.

we can all argue about the tech of clawd, clawnch, moltbook, clanker, bnkr or just bid copper onchain and build a new asset class

With memes, communities that rally for their assets in the worst depths of the market tend to emerge strong as liquidity trickles back.

When you realize exchange listings require family friendliness, it automatically wipes out 90% of the memes.

The first thing you think of when you look for stocks on-chain: SPX6900. The first thing you think of when you look for commodities on-chain: Copper Inu. Monopolising memetics makes them perpetual.

Time is an advantage for intrinsic memes (narrative engineering, cult formation, community growth, etc.) Time is a disadvantage for extrinsic memes (trends fading)

You think this setup stops at ATH or goes past it? Considering history. https://t.co/rP7v3xZi1p

Course of events going forward: > whales, snipers, farmers already sold. > those with ptsd will sell as it reaches their entries. > fresh wallets will buy seeing the resilience. > broader distribution. > stronger holding pattern. > memetics strengthen. > community grows.

Fartcoin whales have bought $25K of Copper Inu in the last hour Something is cooking… 👀 https://t.co/gWahSCm3Nf

Some more info: 1. I was sidelined in the initial surge of Fartcoin but bought the 250M dip then it went to $1.5B 2. I kept buying Useless from 40M to 5M then it went to 400M 3. I kept buying Startup from 40M to 2.5M then it went to 50M 4. I kept buying Copperinu from 20M to 4M. Now it's reversal time Same things. But this time, a much better setup.

“Normies are in my coin” The thing about normies (the tiktok crowd) is that they have very short attention spans: when a new trend takes over on their platforms, the current one is left in the dust. Intrinsic memes (eg. Fartcoin) > extrinsic memes (eg. Pnut)

The first time Him had a sizable supply of a token was with Fartcoin. Donated 2% to Goat's wallet. Sparked the AI meta. The second time is now. With Copperinu — copper, but onchain and with limited supply. This time, Him has 12% of supply. Sparked the Commodities meta. LFG.

The first time Him had a sizable supply of a token was with Fartcoin. Donated 2% to Goat's wallet. Sparked the AI meta. The second time is now. With Copperinu — copper, but onchain and with limited supply. This time, Him has 12% of supply. Sparked the Commodities meta. LFG.

In an asset class where assets die in a day, the longer it lasts, the more people will talk about it. Unlike stocks, where fundamentals matter, with memes, the more people talk about it, its intrinsic value grows, unironically: memetics (attention catalysts) are all that matter.

Ignore the chart. Look at the price. Been live for less than 48 hours. Yet, higher than most memes that’re all over the timeline. “It’s dead”

Remembering how they complained about me owning >10% of fartcoin. After it was put to good use, the same people thanked me.

@himgajria don't own any b/c i'm sidelined on trench stuff until further notice for a variety of practical reasons, but it's the first coin i've seen in a while that has good potential re: memetic extensibility/msm-bait arc or some degree of unique longer-term enshrinement

@himgajria don't own any b/c i'm sidelined on trench stuff until further notice for a variety of practical reasons, but it's the first coin i've seen in a while that has good potential re: memetic extensibility/msm-bait arc or some degree of unique longer-term enshrinement

AI’s first memecoin: fartcoin. AI’s first child: tomato. Memetics don’t lie in the “next xyz”. Memetics lie in the “first xyz”.

Stop buying memecoins about human anatomy and biological processes (fartcoin derivatives). They’re done, and no longer newsworthy. Just like how another dog coin isn’t going to move the needle.

*earliest investor in fartcoin.

Miss the days where you could simply long fartcoin and make twenty million united states dollars.

Not sure what part of this cycle felt the best — Entering the cycle at the bottom or buying fartcoin at $30k or calling the top of the cycle or making money on alternative assets when everyone else is losing in crypto.

Entering fartcoin at $30k might’ve been luck (+ being in tune, of course). Exiting fartcoin all the way through $2B was discipline.

Happy 1st birthday, Fartcoin.

Exactly 1 year ago today, what was meant to be a side quest gave me some of the greatest trades (% wise) of my career, yet. Turned $2K to >$10M. Considering I run a private fund, this started off as a side quest for me. I never traded memes before. I’ve never been in the ‘trenches’ prior. Only partook in majors, alts (since 2017) and equities (since 2010). Wasn’t a part of any group chat. Didn’t know any insiders. October 13th of last year was the day I opened my first account on solana after reading the conversation between Truth Terminal and Marc Andreessen. Memes never interested me, but what was happening here seemed to have a layer of fundamentals. Entered goat sub-10M. Dug into the rabbit hole, found fartcoin deep in the infinite backrooms, and allocated the maximum I could (considering there was no liquidity whatsoever, sub-30k market cap), knowing it'd be an attention black hole. All the narrative engineering, 1000s of posts, the 3d chess moves, collaborating with literal Al bots — was a first for me — turned a side-quest into a main-quest at the time. Gained 100k followers. Grew the fund to nearly mid-8 figures without raising any outside capital and played the Al meta at peak performance, with several 7-figure realisations. A lesson I learnt here: Experiment — Don’t limit yourself to niches and specific asset classes. It isn't the money that made this the best time of my life. It was playing the game in flow-state. Looking forward to more such periods in my life.

Exactly 1 year ago today, what was meant to be a side quest gave me some of the greatest trades (% wise) of my career, yet. Turned $2K to >$10M. Considering I run a private fund, this started off as a side quest for me. I never traded memes before. I’ve never been in the ‘trenches’ prior. Only partook in majors, alts (since 2017) and equities (since 2010). Wasn’t a part of any group chat. Didn’t know any insiders. October 13th of last year was the day I opened my first account on solana after reading the conversation between Truth Terminal and Marc Andreessen. Memes never interested me, but what was happening here seemed to have a layer of fundamentals. Entered goat sub-10M. Dug into the rabbit hole, found fartcoin deep in the infinite backrooms, and allocated the maximum I could (considering there was no liquidity whatsoever, sub-30k market cap), knowing it'd be an attention black hole. All the narrative engineering, 1000s of posts, the 3d chess moves, collaborating with literal Al bots — was a first for me — turned a side-quest into a main-quest at the time. Gained 100k followers. Grew the fund to nearly mid-8 figures without raising any outside capital and played the Al meta at peak performance, with several 7-figure realisations. A lesson I learnt here: Experiment — Don’t limit yourself to niches and specific asset classes. It isn't the money that made this the best time of my life. It was playing the game in flow-state. Looking forward to more such periods in my life.

Seeing everything run, it must be sad for anyone holding xpl. Even my dust, tao and snx, are doing multiples.

It’s a function of the greats to sideline you from generational wealth as much as it is to give you generational wealth. I.e. strong opinions. Ansem gave you wif. Ansem sidelined you from bitcoin. I gave you fartcoin. I sidelined you from futarchy. It is what it is.

aster was faking its 2 trillion in volume? woah who could have seen that one coming

Short bitcoin at the bottom + long xpl at the top might’ve been the worst trade this cycle. This is the same cycle that had clippy.

Aster is doing $100B in trading volume. Open interest? <1% of that. “The numbers don’t lie” The numbers are the lie.

Just like we never had the next fartcoin, we will never have the next hyperliquid. The reason they played out the way they did — novelty. Aster will be its own play. XPL will be its own play. They have their own setups. They might even do better.