honestly this is bullish for solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv imo, no more distractions and energy put into a relatively unused chain. Pudgy can get back to focusing on their consumer products / core narratives now. (I have a bag)

solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv: Opened a starter position on this one, I'm buying the breakout. It's chopped at this current area for days now + has all the 1d EMAs flipped. I think this is a bit of a slower trade but one that's interesting to me. Already had a small bag I'm holding from before but bought more here

solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv the 1d EMAs look the healthiest they have in months and this is still consolidating. Most of the attention has been on other parts of the solana ecosystem like Stonks + other stock/meme combos, but I think there will eventually be a rotation back to some normal coins. PENGU is still a great buy and hold down here imo and I have a spot bag that I'm just waiting on. Not the best active trade but one you can just hold for a bit

solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv I know a lot of these solana coins aren't doing super hot right now (other than stonk) but I still think that PENGU is a decent buy and hold for this cycle and I have a bag. It's not a great coin to actively trade but if you want a coin that hits a lot of different sectors, I think that this is an excellent choice. NFTs, meme, an enterprise business, this has all of them. + their community is insane as well.

solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk went 10x over the course of a month on centralized exchanges with perps/decent liquidity/etc. Insane ripper. ATH soon it seems... https://t.co/0DS3eYMteQ

solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk missed this one by like 5% FML https://t.co/8rSMs6YATX

solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv I still think this is a really decent coin to buy and hold for a while. I think that it's suffering a bit because SOL has less attention than RH overall but zoom out on this chart and you can see the potential. Still bullish on the pudgy team adding more value and catching up w. current meta in some way/shape/form. They're 1 of the best communities in crypto and I have a bag.

sometimes I forget how violently these coins can reprice I always tell myself 'oh, I'll hop on the train later' but oftentimes I get too greedy w/ entries instead of top blasting like I should when its clear these are the strongest runners coins like USELESS were misses for me https://t.co/OJVh2zH3np

days like today always remind me how crazy 2021 was. Some of the biggest degens were in the perps arena and having 8 figure pnl days frequently. Some of this madness from @AWice

there are some interesting unlocks coming for some of the best crypto projects, namely $LIT. Maybe it doesnt matter and in the bull market that sell pressure can get absorbed (we all saw pump go several x from the unlocks). it's going to be very interesting to see how these projects hold up when the sell pressure starts. that said it might not actually matter that much. XPL has been unlocking their ecosystem tokens each month now for a year (and still 1x a month for next few years), so a bit more added sell pressure for a lot of these projects probably wont be that material. with that said, these are still things to watch for. Even a project as strong as hype still had some uncertainty around them. Idk if we're at the point where there are bullish unlock events but maybe it'll be that way for the best projects. but for the majority it should still be a death sentence (also interested in seeing coins like monad later)

Trading in this market is all about holding the banger wins (pons/AI/cashcat/USELESS/PUMP/etc) and rotating with all of the rest. If you find a coin that has insane juice, holding that coin can pay off gigantic in these conditions. Otherwise you should be flipping everything else

Trading in this market is all about holding the banger wins (pons/AI/cashcat/USELESS/PUMP/etc) and rotating with all of the rest. If you find a coin that has insane juice, holding that coin can pay off gigantic in these conditions. Otherwise you should be flipping everything else

it's tempting to sell all of your safe bags for the ones that are super risky/ripping right now but I still think you should keep the majority of your $ in the safer coins Yes, it's risk on season and yes, there is lifechanging $ to be made but don't 0 out in the process

GM degens It's been a while since my last post, where I felt there was asymmetric upside to HYPE after the announcement of AQAv2. HYPE has doubled since then and I hope you were able to make some money off of my call These days I've been going deep into the Robinhood chain, back to into my meme roots where at some point I held 4% of the total supply of GOAT (good old days...) The time for memes and speculation have returned Crypto is always looking for new games. The memestonks meta is the newest one given to us From what I can sense: - Many are still stuck in bear market memecoin PTSD and are sidelined from RH chain - New DeFi games are brewing every week on RH - TVL still seems low for a chain that wants to bring the entire equity market on-chain - Fomo is making it extremely easy to add fuel to the speculative fire - Millionaires are being made every single day - Vlad is on a mission to bring the RH chain right to the top I am not overcomplicating things and am positioned in the leaders: PONS, AI, CASHCAT Good luck out there, the bull market has returned

This was still a banger list, with useless / chip / arb all doing very well. did I make money on them? No. I actually sold arb for a loss kek Anyway, glad I made it up in other areas such as cashcat and pump but still not happy w. perps performance lately. Will sharpen it all up

solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk can STILL 3x from here to get back to its former highs on the perps side if this continues. Dips are for buying; it's gone several x in just a week. What a coin (I keep waiting for a dip and cant get one wtf...) https://t.co/28CdKT4Evb

solana:9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump i still think is a good coin and I hold a bag of it but honestly it's a bit sad to see it underperform many other memes. useless having a big bid lately w. bonk guy having motion + sol coins in general have been meh (pump aside). I think fartcoin will have its day but might take a bit longer. 200d EMA right here and its going to be dependent on bitcoin

solana:9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump i still think is a good coin and I hold a bag of it but honestly it's a bit sad to see it underperform many other memes. useless having a big bid lately w. bonk guy having motion + sol coins in general have been meh (pump aside). I think fartcoin will have its day but might take a bit longer. 200d EMA right here and its going to be dependent on bitcoin

$XPL better buy and hold, not a good active trade. some unlocks coming in September and, although its at the top of the stablecoin narrative, the coin never seems to move. lots of underwater holders on this one imo https://t.co/9olzt9CDql

solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is such a tank of a coin, this thing just keeps going higher. I keep thinking I can get lucky w/ some sort of bigger dip or consolidation but it's clearly 1 of the leaders. Hope we see higher https://t.co/XbQvQa9tHr

Some notes on beta in altcoins: Beta spawns after a big leader / main runner takes place. The leader can be in any sector, any type of coin, any tech. It can even be a person or a chain. All that matters is price and if that coin is the strong leader, you're going to see the market flock around it. beta is born because people missed the main runner and want to be early to a new coin/ runner. what is beta? Beta is often a coin related to the main runner in some way/shape/form. It could be a similar sector, it could be the same developers, the same KOL, or the same related tech. The process is often like this: -main runner spawns / starts moving extremely hard / outperforming the rest of the market. it becomes the market leader -people start digging into the coin and seeing anything related that 'hasn't pumped yet'. -leader keeps moving, beta starts to also move. -leader starts to die, beta will die much faster and have much shorter pumps as well. Some examples of Beta for you to understand this concept better (leader first , beta second): -BTC / majors -Hype / Lighter -ZEC / STRK + DASH + XMR + others -XRP / XLM -PONS / USELESS (based off Unipcs) -ANSEM / ANSEM (Ansem popular, his coin trades well) -Robinhood / ARB + UNI -SOL / PENGU + FARTCOIN + USELESS + PUMP+ other solana coins More notes: -The beta strength will only be as strong as the leader. once the leader starts to pull back, beta will pullback twice as fast. -beta can literally be anything and any coin -beta rarely ever outperforms the leader; you're usually better just buying the leader with size + leverage -beta pumps are much quicker than the leader; you should be getting in and out of positions frequently with beta -speed matters. the faster you identify beta after the leader starts to emerge, the better it is. you don't want to start blasting the beta after the first leg is already done -oftentimes the leader can pump for days/weeks/months on end but the beta rarely lasts that long.

Some notes on beta in altcoins: Beta spawns after a big leader / main runner takes place. The leader can be in any sector, any type of coin, any tech. It can even be a person or a chain. All that matters is price and if that coin is the strong leader, you're going to see the market flock around it. beta is born because people missed the main runner and want to be early to a new coin/ runner. what is beta? Beta is often a coin related to the main runner in some way/shape/form. It could be a similar sector, it could be the same developers, the same KOL, or the same related tech. The process is often like this: -main runner spawns / starts moving extremely hard / outperforming the rest of the market. it becomes the market leader -people start digging into the coin and seeing anything related that 'hasn't pumped yet'. -leader keeps moving, beta starts to also move. -leader starts to die, beta will die much faster and have much shorter pumps as well. Some examples of Beta for you to understand this concept better (leader first , beta second): -BTC / majors -Hype / Lighter -ZEC / STRK + DASH + XMR + others -XRP / XLM -PONS / USELESS (based off Unipcs) -ANSEM / ANSEM (Ansem popular, his coin trades well) -Robinhood / ARB + UNI -SOL / PENGU + FARTCOIN + USELESS + PUMP+ other solana coins More notes: -The beta strength will only be as strong as the leader. once the leader starts to pull back, beta will pullback twice as fast. -beta can literally be anything and any coin -beta rarely ever outperforms the leader; you're usually better just buying the leader with size + leverage -beta pumps are much quicker than the leader; you should be getting in and out of positions frequently with beta -speed matters. the faster you identify beta after the leader starts to emerge, the better it is. you don't want to start blasting the beta after the first leg is already done -oftentimes the leader can pump for days/weeks/months on end but the beta rarely lasts that long.

the problem with holding coins outside of the obvious ones (hype/zec/lit/etc) is that you just don't know if your coin is going to outperform the rest of the market. we want to do better than the market average and find the less consensus coins...much trickier to do so but it pays off heavily if you're right. somewhere out there is a PENGU in 2025 or VVV or INJ or some other coin like that.

The past 48 hours have been pretty nuts on Robinhood (RH) Chain... 203k wallets now hold tokenized equities (+46% in 3 days)... an inflection point in distributing equities to new holders "Float squeezes" fast becoming a w/e fiasco as penny stocks become prime targets for onchain trenchers Latest RH Chain developments: 1/ BONER/HIMS: Stock meme. BONER (Fartcoin of RWAs?) absorbed roughly 81% of available HIMS tokens, which traded 37% above its underlying share price - see my longer post on this below & why this will become increasingly important 2/ CINEMA: Stock meme. An isolated AMC pool traded at multiples of spot as CINEMA token pumped 3/ @ArtificiallyInu: Stock meme. 23% of RH’s NVDA supply now backs AI; degens gunning for that "Board Sit"... as more projects launch memes to pair with other (smaller) tokenized equities this drives value back to the AI (Long) eco so worth paying attention 4/ @ponsdotfamily: Launchpad. Insane run as Market cap now > $400m as leading protocol on RH. 63% share; cbBTC pairs, $5.3M fees, $1M revenue + now perps available to help large holders hedge their downside, but also onchain squeeze hunting commences? 5/ @fablesfi: RWA DEX. TVL doubled to $2.24M; fees reached $16K. PROLOGUE token is a prequel to the Fable token afaik. Check @MCGlive show this weds for large catalyst - could become the Aerodrome of RH 6/ @longdotxyz: RWA DEX. Passed $210M volume, including $90M through NVDA; now has $5M in TVL across all its RWA pools h/t @Natan_benish 7/ @prismassets: RWA marketplace. Prism Assets will add tokenized antiques (nice) soon to bolster its 2k+ RWAs tro trade including uranium + other exotic assets 8/ @arcus_xyz: Exchange. Beta crossed $2B volume; 1,674 active perps traders as the contrinutors from DyDX create this RH focused primitive 9/ @Lighter_xyz: Perpetuals. Chainlink partnership bolsters RH distribution for perps; RH volume rebounded 44% as L()ong teased integration + excited to see broader offerings on private company stocks (OpenAI just the beginnig) 10/ @virtuals_io Agent platform. $270M RH volume; co-authored policy-wallet standard ERC-8196; essentially could see a lot more agentic activity on RH chain as agents plug into new protocols... Still believe this is a HUGE opportunity for agentic first protocols to start deploying solutions on RH. Seeing copy trading bots emerge but there's so much more to offer! 11/ @scalarliquidity: Liquidity. SCL launched via v4[dot]fun; holders receive 0.4% trading fees. LP protocols are gonna become increasingly important give the w/e activity! 12/ @NetNetCap: Treasury. Crossed $5M; $2M now sits in tokenized equities. new market on Longbow lend also for wsNET/USDG to facilitate broader credit markets 13/ @Uniswap: DEX. $5.5M daily fees; TVL reached $134M as V4 hooks become a fundamental innovation driving a lot of acrtivity on RH around tokenized stocks 14/ @gmgnai: Trading terminal. RH fees rose 38% to $1.3M daily. Trading apps (particularly Fomo / Pump) are driving a lot more interest in onchain. The uPNL for FOMO could possibly become the preferred avenue for plumbers as it incentivized longer hold times 15/ @giga_dex: DEX. Genesis scheduled today; daily volume reached $24M; another liquidity alternative to look into 16/ @MosaicETF: RWA baskets. Expanding from RH to Base, BNB and Solana - multi chain with more assets available could be a reasonable play long term 17/ @Tangem: Wallet. Added RH support, ATM cash-out and zero-fee Pay Plus. Large additional distribution to broader users 18/ @uponrh: Liquidity DEX. $112K fees, $74K revenue; TVL reached $8.5M; already plugged into the Clutch/Stonbroker eco 19/ @thicket_rh: GPU network. 1,183 active nodes within its first 36 hours; certainly something a bit different leading the DePin charge on RH 20/ @GwoodFinance: Neobank. Beta walkthrough scheduled today with its live product on @MCGlive ; fast becoming a great source of insights 21/ @ClutchMarkets: aka Stonkbrokers. Trading stack. Reveals STORMM + leverage machine = permissionless options-underwriting layer where tokenized-stock holders sell volatility to degens 22/ @longbowlend: Credit. Crossed $60K TVL and $11.6K active loans with whales positioning for what could be a leading credit layer opportunity - recent addition is wsNET/USDG 23/ @deltaliquidity: LP manager. Partial withdrawals, deposits, charts and PnL fixes shipped. More competition emerging here but it's clear from the "Float squeezes" that LP protocols are going to be key 24/ @letscashfun Launchpad. Emerging alt launchpad with custom supplies now range from 1B to one quadrillion 25/ @RamsesExchange: DEX. Fees jumped 55% to $74K; TVL reached $2M. Popped on my radar today, currently multichain afaik but new token worth monitoring 26/ @RadioSharing: social deployment layer. BANKR of RH goes live 27/ @Pons_Factory: Launchpad on Pons. Provides automatically pairing with leading Pons token. Could be interesting value accrual to PONS. Just released "Paste a tweet, launch a token" 28/ SPACETIME. Meme on Pons. The original name of Robinhood caught the attention of the timeline. Alpha: @umia_finance is coming to market with what I expect to have a number of high value projects coming through their pipeline (including RH chain) OPPORTUNITY: LIQUIDITY DEPTH The warning is that user growth is currently outrunning available onchain float... so flip that into an opportunity; protocols providing productive Stock Token liquidity Float squeezes creates volume and fees, but also creates broken pegs, fragmented prices + weekend markets that can detach violently from their underlying shares Which material protocol or Stock Token experiment am I missing? I'll append below or include tomorrow Let me know below in the comments if you want a spreadsheet of all the tokenized equity/ meme pairs - i'll include in my newsletter tomorrow if so

The past 48 hours have been pretty nuts on Robinhood (RH) Chain... 203k wallets now hold tokenized equities (+46% in 3 days)... an inflection point in distributing equities to new holders "Float squeezes" fast becoming a w/e fiasco as penny stocks become prime targets for onchain trenchers Latest RH Chain developments: 1/ BONER/HIMS: Stock meme. BONER (Fartcoin of RWAs?) absorbed roughly 81% of available HIMS tokens, which traded 37% above its underlying share price - see my longer post on this below & why this will become increasingly important 2/ CINEMA: Stock meme. An isolated AMC pool traded at multiples of spot as CINEMA token pumped 3/ @ArtificiallyInu: Stock meme. 23% of RH’s NVDA supply now backs AI; degens gunning for that "Board Sit"... as more projects launch memes to pair with other (smaller) tokenized equities this drives value back to the AI (Long) eco so worth paying attention 4/ @ponsdotfamily: Launchpad. Insane run as Market cap now > $400m as leading protocol on RH. 63% share; cbBTC pairs, $5.3M fees, $1M revenue + now perps available to help large holders hedge their downside, but also onchain squeeze hunting commences? 5/ @fablesfi: RWA DEX. TVL doubled to $2.24M; fees reached $16K. PROLOGUE token is a prequel to the Fable token afaik. Check @MCGlive show this weds for large catalyst - could become the Aerodrome of RH 6/ @longdotxyz: RWA DEX. Passed $210M volume, including $90M through NVDA; now has $5M in TVL across all its RWA pools h/t @Natan_benish 7/ @prismassets: RWA marketplace. Prism Assets will add tokenized antiques (nice) soon to bolster its 2k+ RWAs tro trade including uranium + other exotic assets 8/ @arcus_xyz: Exchange. Beta crossed $2B volume; 1,674 active perps traders as the contrinutors from DyDX create this RH focused primitive 9/ @Lighter_xyz: Perpetuals. Chainlink partnership bolsters RH distribution for perps; RH volume rebounded 44% as L()ong teased integration + excited to see broader offerings on private company stocks (OpenAI just the beginnig) 10/ @virtuals_io Agent platform. $270M RH volume; co-authored policy-wallet standard ERC-8196; essentially could see a lot more agentic activity on RH chain as agents plug into new protocols... Still believe this is a HUGE opportunity for agentic first protocols to start deploying solutions on RH. Seeing copy trading bots emerge but there's so much more to offer! 11/ @scalarliquidity: Liquidity. SCL launched via v4[dot]fun; holders receive 0.4% trading fees. LP protocols are gonna become increasingly important give the w/e activity! 12/ @NetNetCap: Treasury. Crossed $5M; $2M now sits in tokenized equities. new market on Longbow lend also for wsNET/USDG to facilitate broader credit markets 13/ @Uniswap: DEX. $5.5M daily fees; TVL reached $134M as V4 hooks become a fundamental innovation driving a lot of acrtivity on RH around tokenized stocks 14/ @gmgnai: Trading terminal. RH fees rose 38% to $1.3M daily. Trading apps (particularly Fomo / Pump) are driving a lot more interest in onchain. The uPNL for FOMO could possibly become the preferred avenue for plumbers as it incentivized longer hold times 15/ @giga_dex: DEX. Genesis scheduled today; daily volume reached $24M; another liquidity alternative to look into 16/ @MosaicETF: RWA baskets. Expanding from RH to Base, BNB and Solana - multi chain with more assets available could be a reasonable play long term 17/ @Tangem: Wallet. Added RH support, ATM cash-out and zero-fee Pay Plus. Large additional distribution to broader users 18/ @uponrh: Liquidity DEX. $112K fees, $74K revenue; TVL reached $8.5M; already plugged into the Clutch/Stonbroker eco 19/ @thicket_rh: GPU network. 1,183 active nodes within its first 36 hours; certainly something a bit different leading the DePin charge on RH 20/ @GwoodFinance: Neobank. Beta walkthrough scheduled today with its live product on @MCGlive ; fast becoming a great source of insights 21/ @ClutchMarkets: aka Stonkbrokers. Trading stack. Reveals STORMM + leverage machine = permissionless options-underwriting layer where tokenized-stock holders sell volatility to degens 22/ @longbowlend: Credit. Crossed $60K TVL and $11.6K active loans with whales positioning for what could be a leading credit layer opportunity - recent addition is wsNET/USDG 23/ @deltaliquidity: LP manager. Partial withdrawals, deposits, charts and PnL fixes shipped. More competition emerging here but it's clear from the "Float squeezes" that LP protocols are going to be key 24/ @letscashfun Launchpad. Emerging alt launchpad with custom supplies now range from 1B to one quadrillion 25/ @RamsesExchange: DEX. Fees jumped 55% to $74K; TVL reached $2M. Popped on my radar today, currently multichain afaik but new token worth monitoring 26/ @RadioSharing: social deployment layer. BANKR of RH goes live 27/ @Pons_Factory: Launchpad on Pons. Provides automatically pairing with leading Pons token. Could be interesting value accrual to PONS. Just released "Paste a tweet, launch a token" 28/ SPACETIME. Meme on Pons. The original name of Robinhood caught the attention of the timeline. Alpha: @umia_finance is coming to market with what I expect to have a number of high value projects coming through their pipeline (including RH chain) OPPORTUNITY: LIQUIDITY DEPTH The warning is that user growth is currently outrunning available onchain float... so flip that into an opportunity; protocols providing productive Stock Token liquidity Float squeezes creates volume and fees, but also creates broken pegs, fragmented prices + weekend markets that can detach violently from their underlying shares Which material protocol or Stock Token experiment am I missing? I'll append below or include tomorrow Let me know below in the comments if you want a spreadsheet of all the tokenized equity/ meme pairs - i'll include in my newsletter tomorrow if so

not too many coins on the cex side that I'm interested in right now; have some eyes on $PUMP a bit lower and some other strong ones today like $MNT solana:SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3 $UNI (good lately). But all in all still pretty flat on any active position and just riding some spot tokens. Still bullish

not too many coins on the cex side that I'm interested in right now; have some eyes on $PUMP a bit lower and some other strong ones today like $MNT solana:SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3 $UNI (good lately). But all in all still pretty flat on any active position and just riding some spot tokens. Still bullish

$PUMP would love to get an entry around 0.04 ish. Will be betting the farm if it comes and have loads of alerts https://t.co/HFwOsVCK51

You're going to outperform the majority of traders if you simply hold ZEC/HYPE/LIT/PUMP and other top fundamental altcoins this cycle but you likely won't make insane generational wealth unless you're giga levered on them or entering with size $1--> $1,000,000 happens onchain https://t.co/srL5JTJfG6

I'm pretty flat any active positions right now; not really in anything new or exciting. ZEC and PUMP are the two strongest coins atm but I'm mostly watching and waiting. Firing a little bit onchain but nothing too insane right now. All in all, a pretty chill Saturday

$ZEC and $PUMP are the 2 obvious strong coins right now, super bullish price action on a relative strength basis. Dont think I'd load up on perps personally but could be a decent spot play for both of these if not already in. https://t.co/simKYMLCwU

ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 is a fundamentally great project imo and they recently announced ONDO perps. Still 1 of the leaders in RWA from a narrative standpoint but the chart is still a bit heavy w. private investors up a lot. Looks like they posted some recent tokenized stocks stuff which is the way the market is headed. Will eventually be good but unsure about all that sell pressure for now.

$USELESS trading down now and still just a good reflection of risk on conditions in specific ways. Onchain has largely been very good the last month with some sol/RH shitcoins doing well but the traditional / lindy memes like pepe/fartcoin/doge/useless haven't had much of a bid. These lindy memes will more go when bitcoin goes IMO and we'll see decent appreciation at that point. I think some sort of long consolidation period would be healthy to see for USELESS and there are a few ways to play this...but definitely not a great active trade right now imo

$USELESS trading down now and still just a good reflection of risk on conditions in specific ways. Onchain has largely been very good the last month with some sol/RH shitcoins doing well but the traditional / lindy memes like pepe/fartcoin/doge/useless haven't had much of a bid. These lindy memes will more go when bitcoin goes IMO and we'll see decent appreciation at that point. I think some sort of long consolidation period would be healthy to see for USELESS and there are a few ways to play this...but definitely not a great active trade right now imo

$TUT is a scam that has been accumulating for an entire year and now making it's move. I traded this for 20% on very small size 2 days ago but cut it already. +40% today and I think this has more gas in the tank but it's obviously one where you should be very careful / its risky https://t.co/8PkApj8g8P

Currently just in $ENA spot and waiting on it but will put a perp leg on if/ when it starts to actually break out. Until then it's probably going to just chop around. Still waiting to buy some dips on PUMP and other coins but all in all staying patient Don't fomo too badly and don't beat yourself up for missing cashcat. there are going to be other opportunities to come. it just feels worse right now because it's a pretty dry market

There just aren't many good tokens to invest in long term. You're either stuck w. an older token w/ good float (but outdated narrative/tech) or new token w/ VC+ team unlocks (but good tech). Coins w. relevancy rn: AI: $VVV $TAO $AKT $NEAR Perps: $HYPE $LIT Privacy: $ZEC DeFi: $AAVE $UNI Good coins but VC unlocks: ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 $PUMP $ONDO and several others

There just aren't many good tokens to invest in long term. You're either stuck w. an older token w/ good float (but outdated narrative/tech) or new token w/ VC+ team unlocks (but good tech). Coins w. relevancy rn: AI: $VVV $TAO $AKT $NEAR Perps: $HYPE $LIT Privacy: $ZEC DeFi: $AAVE $UNI Good coins but VC unlocks: ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 $PUMP $ONDO and several others

There just aren't many good tokens to invest in long term. You're either stuck w. an older token w/ good float (but outdated narrative/tech) or new token w/ VC+ team unlocks (but good tech). Coins w. relevancy rn: AI: $VVV $TAO $AKT $NEAR Perps: $HYPE $LIT Privacy: $ZEC DeFi: $AAVE $UNI Good coins but VC unlocks: ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 $PUMP $ONDO and several others

I wonder if tradfi narratives are going to just slowly cannibalize any crypto narratives that we have since we can trade equities onchain. In the past, if there was something big that came up (ie. a Figure robot folding clothes), us crypto natives would rush to buy anything robotics related (ie. ROBO). These days, you might rather buy something like UNITREE or $BOT for your robotics exposure. Of course this won't work for everything and many crypto narratives are still very natively crypto only. But There are a few others that might elsewhere

Trade ideas: Momentum: $PUMP (I dont see anything else) Bounces after big moves (maybe): $LIT $HYPE $KAITO $ZAMA Unsure but good: $ZEC ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 Potential pump but risky: $FHE $EPIC

Trade ideas: Momentum: $PUMP (I dont see anything else) Bounces after big moves (maybe): $LIT $HYPE $KAITO $ZAMA Unsure but good: $ZEC ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 Potential pump but risky: $FHE $EPIC

Trade ideas: Momentum: $PUMP (I dont see anything else) Bounces after big moves (maybe): $LIT $HYPE $KAITO $ZAMA Unsure but good: $ZEC ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 Potential pump but risky: $FHE $EPIC

Awesome moves with Cashcat and PUMP the last two days, hope we keep this up. Equities are still the best game in town but fingers crossed that action can come to crypto

$PUMP great daily close, happy to buy any dips at this point definitely a clear case where I would have just been better off buying spot lower and just holding. I bought perps before, made a small %, and cut it. Bad execution on my end. Still quite strong

Altcoins watchlist (pretty boring, all the normal ones): $HYPE $LIT $ZEC $PUMP $ENA I wish there were some oddballs in there but honestly not seeing many super outliers/under the radar coins lately. Had some ideas for COTI, FHE, and EPIC but idk yet

$PUMP I think that if we can cleanly break this area then we see 0.0032 ish as long as bitcoin is stable. I'm still just watching since I don't want to buy this area but it's still looking strong on lower time frames https://t.co/EI78cuIrgG

road to (hopefully) $30m | month 4 recap the goal, for anyone new: documenting a run from $6m to $30m in spot crypto ($5m start plus $1m added in june), every position shown, the losses too. sold solana near the top last cycle and retired off it. doing this one in public. running tally: $6m start, $10m peak, july closes just under $7m. second down month in a row. monthly grade: D the portfolio looks completely different than it did 30 days ago. here’s how that happened. early in the month i sold the smaller zec and near positions i’d kept. that closed the book on zcash for now. then i changed my mind about something i’d believed for a year and a half. since early 2025 my view was that meme mindshare peaked last cycle and the category would fade. i held that view right up until i kept noticing it stopped matching what i was seeing. it’s the middle of a bear market. prices are down bad. and memes still dominate the conversation. they’re the only corner of crypto where a normal person can still dream about turning $1k into $100k, and retail wants lottery tickets more than it wants anything else. if memes own the conversation now, at the bottom of the fear cycle, i have to assume their mindshare grows when times get good. so i stopped trying to fight what my own eyes were telling me. then the question was how to express the view, because i have no edge in new memes. i’m almost 40. i buy a couple things in size and sit. that’s the opposite of the pump fun meta. so i went looking for memes you can hold. considered doge first. it’s the one meme that survives even if all memes die. passed because it made a lower high last cycle and i couldn’t see the market cap going somewhere that hits my goals. passed from greed, honestly. landed on two. fartcoin, $2.4m: a timeless joke, big mindshare last run, only in its second cycle, down 90%+ from its high, and tied to solana if solana wins again. pepe, $2m: the OG ethereum meme, and a bet on eth itself. sentiment on eth has been in the gutter for years and i’m seeing signs that flips this cycle. if eth runs, its whales get rich, and rich eth whales buy eth memes. pepe also lives outside the solana arena where a thousand new launches a day fight for the same attention. that matters for staying power. that’s the thesis. now the execution, which is where the “D” grade comes from. i had pre set bids on fartcoin at 10, 12, 13 cents. price bounced before filling me. and instead of letting the bids sit, i pulled them and bought everything at 16 cents. the logic in the moment: still cheap enough to hit my target, majors look bottomy, no guarantee we ever see 12c again. well, we saw 12c within a few days. we’re sitting there now. the bids i cancelled would have mostly filled, and i’m down about 20% and roughly $500k on the position, basically without a green day since entry. pepe i bought right after without chasing anything and it’s slightly green. the difference between those two entries is the story of my last two months. hype had a rough july too. big holders unstaked and sold into the 60s and 70s and price bled to the low 50s. i haven’t touched it yet. it made a huge move during a bear market and it’s allowed to rest. so the book now: fartcoin, pepe, hype, and a little cash. $6.96m. how i plan to hold the memes, since they’re a different animal than anything else i’ve owned this cycle: the view i’m taking with the memes is the stop is zero. the risk was taken at entry, in the sizing, and the size is an amount i can ride down hard without it changing my life. so there’s no price where i panic out. price alone isn’t information here. i knew these could drop 30% the week after i bought when i chose the size. what would actually change my mind is staleness. the bet on both of these is that they’re the rare memes with staying power, the ones that catch the wave again when times get good. the fate of 99% of memes is the opposite: each pump smaller than the last, mindshare bleeding to whatever launched this week, until the chart is just a slow fade dotted with bounces too small to see. the tell is participation when money comes back into crypto: if majors recover and fresh memes run while these two lag the move, the staying power bet was wrong and i start looking for the exit. honestly, the staleness risk is bigger for fartcoin than pepe. pepe was an internet meme for a decade before it was a coin and lives on eth away from the solana meat grinder. the market agrees, which is why it costs 10x more. fartcoin is the higher beta, higher risk half of the pair, and it’s also the one where i chased. so the plan is: sit, take the drawdown my entry earned, and judge these on the next real move up, not on the bleed. if a pump comes and one of them isn’t participating, that’s data and i’ll decide whether to act on it. checked the sell framework: nothing close to firing. we’re about as far from euphoria as this market gets. that cuts both ways. it’s why i wanted to be a buyer, and it’s why being early might hurt for a while. portfolio screenshot below. month four done.

Not too many trades I'm eyeing but here are some on my radar: $PUMP: Break this level and buy it higher or buy it lower. Don't like this current area for a fresh position $LIT: Not a bad spot to start averaging in and I'm debating it myself but I think I'll more wait for the $1.80- $1.90ish area $HYPE: If it reclaims this $54 region I'm interested in buying it but I'm going to wait for lower personally

Not seeing a ton of trades right now that I need to fomo in...some decent moves today and I've still got a lot of the same coins on my radar: $PUMP $LIT $ENA $ZAMA $UNI $KAITO but I honestly don't see there being a clear leader right now and the entire market still seems v. choppy. More just sitting on my hands and waiting for a good opportunity and would rather just buy LIT at lower levels.