People keep asking which Solana DeFi tokens are actually investable. Here is where my head is at from a trade perspective. First you have to define what "investable" means for you. Revenue-generating? Momentum? Surviving a bear market? The answer is different for each one. Let me run through the three that matter the most in my opinion right now. Raydium (solana:4k3Dyjzvzp8eMZWUXbBCjEvwSkkk59S5iCNLY3QrkX6R): the OG Solana AMM. Almost every stock paired memecoin on Solana launches through it or routes through it, up until Pump as released their own iteration of it. When volume is high, revenue is real && fees accumulate to holders. Very clear path forward, especially with their highest buy back number to date just this last month. The risk: Raydium's revenue is highly correlated to memecoin season. When that dries up, so does the income. You're not buying "Solana DeFi infrastructure," you're buying "Solana memecoin activity, tokenized." Meteora ($MET): newer, dynamic AMM. Fees adjust based on volatility, which means more revenue when markets are active and less bleed when they're not. More sophisticated architecture. Lower profile. The argument is that it's built to survive cycles better than Raydium because it's not purely dependent on launch volume. Backpack ($BP): full stack play. Exchange + wallet. Real revenue from the exchange side. The question is whether they can hold market share as Hyperliquid continues taking perps volume from everyone. As well as can they get the US market exposure they are greatly hoping for. Their ability to tokenize equities as of late with the demand for that market is a HUGE catalyst and positive driver for them. The risk is fairly clear, if they are unable to get the US markets thats a massive liquidity / volume gap they have. My honest thoughts on the potential trades... If you think Solana memecoin activity stays elevated, Raydium (solana:4k3Dyjzvzp8eMZWUXbBCjEvwSkkk59S5iCNLY3QrkX6R) is the straightforward winner. It captures fees from almost everything. If you think real DeFi infrastructure wins over multiple cycles, Meteora ($MET) has the better design even if it has less narrative right now. But their tech / infra / LP capabilities, have longevity, and dont fully depend on an increased volume cycle. Backpack ($BP) is the "bet on Solana as a whole" token because they touch multiple parts of the ecosystem, and truthfully, feels the most undervalued, given its comparables. None of these are guaranteed. All of them are real protocols with real revenue. That already separates them from most of what's in this space.
Another record day for the memecoin market... && if you missed ANY of it, I got YOU covered. Between the BUY && SELL button. - Meta - > Robinhood. RWAs n Tech plays. Again. - Market Movers - > All time high on chain volume, for Robinhood chain, new all time high for $PONS, over 600mil mcap. > $CASHCAT finally breaks out to new all time highs over 300mil. > A "Pokémon go x RWA game" gets the trenches talking? With 8mil mcap, Touch Grass $GRASS > send $NUDES, continues to send over 17mil > $ROBINCAT, the pixelated cat from RobinHood's latest announcement survived a PvP battle, now over 24mil mcap > a way to decentralize advertising with $WEBSITE? Breaks to new ath of 4.1mil > Pre IPO stock pairs have begun, thanks to 2.8mil mcap tech coin $VISTA > Hugging Faces person robot, paired to NVDA breaks 50, $microduck > $DELTA breaks it falling wedge and regains 25mil, meteora for Robinhood > being called the "funnier" peptide coin, $FATCOIN comes back from a 200k mcap to 12mil+ mcap > A ponzi x defi type of tech product on Robinhood, $SHROOM, has garnered big interest from great traders as a LP deepening ponzi for on chain stocks > Credit layer for Robinhood chain, $BOW, breaks out of consolidation into a new ath of 10mil ------ Took a different approach tonight for shorter quicker more straight to the point stories! Hope this was a preferred way to drive this. See yall tomorrow between the buy && sell button.
The thesis circulating is fundamentally just wrong lol RH stock tokens have way less float than the real underlying stocks, so they're structurally easier to squeeze. In the last 24-48 hours we have seen this so far with $BONER, $QC, solana:FL4eKdJrVZ1dVu1RoekeQRnuPxavzD4oCcR5HTcspump, $RABBIT all in this meta Don't get me wrong, Im enjoying the on-chain activity. But so many people are going to get quickly wrecked on some of these set ups The equity is trading at INSANE premiums when there is not enough of said equity on chain. And this happens more often than not when the trad-fi markets are closed, so the on-chain pair cannot even purchase said equities till markets re open. Which is causing these 'squeezes' But they do not have any actual material effect on the underlying stock, because like @MEADGod said... a market maker just pulls up during open hours, mints them on chain and repegs the equity pair, pulling the meme down.
Did YOU miss all the CRAZINESS of the memecoin trenches today?! Good thing I got YOU covered Between the Buy and Sell Buttons Meta - Robinhood Chain; it's that simple, all the attention is on Robinhood, and adjacent ecosystem plays and main runners which continue to make new highs (new approach to the token breakdowns, shorter, cleaner, easier to understand) What Was Moving Today - Pons; ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241, new all time high, on the back of Robinhood volume and TVL growing, and memecoins on Robinhood ripping. $400 MILLION dollar mcap high - The Top Floor Boss; $TJR, TJR Trades called crypto twitter ugly and broke and dumb. STating he would be the only one possible to onboard retail and that hed make a tiktok for this coin, stream for it, and has been schizo posting about it. It surged to a $44mil mcap, currently sitting at 10mil, after being 300k earlier today. TJR holds 80% and the bag is worth just under 8mil USD. - Artificial Inu; $AI, new all time high of $140mil, paired with $NVDA, the market loves this as THE RWA play, and that interest continues to grow. DumbCrayonEater, top fomo holder is up 2.6 MILLION dollars - ApeOnFone; $fone, a simple meme, i ape on my fone. Tapped 40 mil marketcap, in what appears is an attempt to return to memes, and a push on the Solana blockchain - MicroDuck; solana:CTuw8xEE15hKi2yB9n8CoLDq8ZhBLVbh8ydcuN11pump, the hugging face personal robot tailed the other robinhood ceiling breakers, breaking up toward 30mil marketcap. Simple meme, $NVDA pair as well - Justice for HeeHaw; solana:EEpng77ZPn9FbgbT4xsRjwuxNCcMBYq3HTwEscyTpump, an animal tragedy, where police shot and killed a donkey after they stepped onto the said donkeys properties looking for a convict. GoFundMe up, terrible story, i love animals. Coin is up over 3mil marketcap - HotPack; $HOT, the 1st tcg platform on Robinhood chain, had some pre launch hype, and officially launched today reaching over a 2mil mcap, now sitting at 1mil. Will TCGs hold value on RobinHood? We'll see. - ABSOLUTE Cinema; solana:FL4eKdJrVZ1dVu1RoekeQRnuPxavzD4oCcR5HTcspump, in an effort to turn a memestock pair into a collective movement. ABSOLUTE CINEMA paired with AMC, actually decoupled the price of AMC from the real value due to no after market hour trades. The token exploded to over 10mil, before promptly crashing to where it is now just under 1mil - Prologue; $prologue, part of the many Robinhood chain tech runners of the day. Surged past 12.5mil, currently at 5mil after a cool off ecosystem wide. Liqudity Market Making + Defi product on Robinhood - The Index; $INDEX, new all time high of 40mil marketcap today, settlign now just under 30mil. Stock Dividend protocol for Robinhood's TOkenized stocks. Get Paid for holding RWAs, and RWAs are hot, so the more those fan the fire, the higher this could go - Niu Lai; $牛来, Binance Perps listed the coin, and the coin saw millions of trading volume on Binance's perps. The token ran to 150mil mcap, with traders from Qwerty to Frank Degods, Ether Monk, and more up 7 FIGURES on Fomo holding the Bull on Binance. What a DAY it has BEEN. Between the buy && sell buttons See ya'll tomorrow!
Did YOU miss all the CRAZINESS of the memecoin trenches today?! Good thing I got YOU covered Between the Buy and Sell Buttons Meta - Robinhood Chain; it's that simple, all the attention is on Robinhood, and adjacent ecosystem plays and main runners which continue to make new highs (new approach to the token breakdowns, shorter, cleaner, easier to understand) What Was Moving Today - Pons; ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241, new all time high, on the back of Robinhood volume and TVL growing, and memecoins on Robinhood ripping. $400 MILLION dollar mcap high - The Top Floor Boss; $TJR, TJR Trades called crypto twitter ugly and broke and dumb. STating he would be the only one possible to onboard retail and that hed make a tiktok for this coin, stream for it, and has been schizo posting about it. It surged to a $44mil mcap, currently sitting at 10mil, after being 300k earlier today. TJR holds 80% and the bag is worth just under 8mil USD. - Artificial Inu; $AI, new all time high of $140mil, paired with $NVDA, the market loves this as THE RWA play, and that interest continues to grow. DumbCrayonEater, top fomo holder is up 2.6 MILLION dollars - ApeOnFone; $fone, a simple meme, i ape on my fone. Tapped 40 mil marketcap, in what appears is an attempt to return to memes, and a push on the Solana blockchain - MicroDuck; solana:CTuw8xEE15hKi2yB9n8CoLDq8ZhBLVbh8ydcuN11pump, the hugging face personal robot tailed the other robinhood ceiling breakers, breaking up toward 30mil marketcap. Simple meme, $NVDA pair as well - Justice for HeeHaw; solana:EEpng77ZPn9FbgbT4xsRjwuxNCcMBYq3HTwEscyTpump, an animal tragedy, where police shot and killed a donkey after they stepped onto the said donkeys properties looking for a convict. GoFundMe up, terrible story, i love animals. Coin is up over 3mil marketcap - HotPack; $HOT, the 1st tcg platform on Robinhood chain, had some pre launch hype, and officially launched today reaching over a 2mil mcap, now sitting at 1mil. Will TCGs hold value on RobinHood? We'll see. - ABSOLUTE Cinema; solana:FL4eKdJrVZ1dVu1RoekeQRnuPxavzD4oCcR5HTcspump, in an effort to turn a memestock pair into a collective movement. ABSOLUTE CINEMA paired with AMC, actually decoupled the price of AMC from the real value due to no after market hour trades. The token exploded to over 10mil, before promptly crashing to where it is now just under 1mil - Prologue; $prologue, part of the many Robinhood chain tech runners of the day. Surged past 12.5mil, currently at 5mil after a cool off ecosystem wide. Liqudity Market Making + Defi product on Robinhood - The Index; $INDEX, new all time high of 40mil marketcap today, settlign now just under 30mil. Stock Dividend protocol for Robinhood's TOkenized stocks. Get Paid for holding RWAs, and RWAs are hot, so the more those fan the fire, the higher this could go - Niu Lai; $牛来, Binance Perps listed the coin, and the coin saw millions of trading volume on Binance's perps. The token ran to 150mil mcap, with traders from Qwerty to Frank Degods, Ether Monk, and more up 7 FIGURES on Fomo holding the Bull on Binance. What a DAY it has BEEN. Between the buy && sell buttons See ya'll tomorrow!
Did YOU miss all the CRAZINESS of the memecoin trenches today?! Good thing I got YOU covered Between the Buy and Sell Buttons Meta - Robinhood Chain; it's that simple, all the attention is on Robinhood, and adjacent ecosystem plays and main runners which continue to make new highs (new approach to the token breakdowns, shorter, cleaner, easier to understand) What Was Moving Today - Pons; ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241, new all time high, on the back of Robinhood volume and TVL growing, and memecoins on Robinhood ripping. $400 MILLION dollar mcap high - The Top Floor Boss; $TJR, TJR Trades called crypto twitter ugly and broke and dumb. STating he would be the only one possible to onboard retail and that hed make a tiktok for this coin, stream for it, and has been schizo posting about it. It surged to a $44mil mcap, currently sitting at 10mil, after being 300k earlier today. TJR holds 80% and the bag is worth just under 8mil USD. - Artificial Inu; $AI, new all time high of $140mil, paired with $NVDA, the market loves this as THE RWA play, and that interest continues to grow. DumbCrayonEater, top fomo holder is up 2.6 MILLION dollars - ApeOnFone; $fone, a simple meme, i ape on my fone. Tapped 40 mil marketcap, in what appears is an attempt to return to memes, and a push on the Solana blockchain - MicroDuck; solana:CTuw8xEE15hKi2yB9n8CoLDq8ZhBLVbh8ydcuN11pump, the hugging face personal robot tailed the other robinhood ceiling breakers, breaking up toward 30mil marketcap. Simple meme, $NVDA pair as well - Justice for HeeHaw; solana:EEpng77ZPn9FbgbT4xsRjwuxNCcMBYq3HTwEscyTpump, an animal tragedy, where police shot and killed a donkey after they stepped onto the said donkeys properties looking for a convict. GoFundMe up, terrible story, i love animals. Coin is up over 3mil marketcap - HotPack; $HOT, the 1st tcg platform on Robinhood chain, had some pre launch hype, and officially launched today reaching over a 2mil mcap, now sitting at 1mil. Will TCGs hold value on RobinHood? We'll see. - ABSOLUTE Cinema; solana:FL4eKdJrVZ1dVu1RoekeQRnuPxavzD4oCcR5HTcspump, in an effort to turn a memestock pair into a collective movement. ABSOLUTE CINEMA paired with AMC, actually decoupled the price of AMC from the real value due to no after market hour trades. The token exploded to over 10mil, before promptly crashing to where it is now just under 1mil - Prologue; $prologue, part of the many Robinhood chain tech runners of the day. Surged past 12.5mil, currently at 5mil after a cool off ecosystem wide. Liqudity Market Making + Defi product on Robinhood - The Index; $INDEX, new all time high of 40mil marketcap today, settlign now just under 30mil. Stock Dividend protocol for Robinhood's TOkenized stocks. Get Paid for holding RWAs, and RWAs are hot, so the more those fan the fire, the higher this could go - Niu Lai; $牛来, Binance Perps listed the coin, and the coin saw millions of trading volume on Binance's perps. The token ran to 150mil mcap, with traders from Qwerty to Frank Degods, Ether Monk, and more up 7 FIGURES on Fomo holding the Bull on Binance. What a DAY it has BEEN. Between the buy && sell buttons See ya'll tomorrow!
Blindly aping this till i can't anymore. So11111111111111111111111111111111111111112
It is a ROBINHOOD kinda day today.. MY GOODNESS... Considering the DEMAND in the Hood for tech plays, rwas, and even downright memes... You MIGHT HAVE MISSED A TON! && I got you COVERED! Between the BUY && SELL Buttons. • copperinu | HimGajira is the MAIN catalyst behind this, after the Solana CopperInu ran to 21mil, HimGajira is back but this time on Robinhood chain, solana:61Wj56QgGyyB966T7YsMzEAKRLcMvJpDbPzjkrCZc4Bi is the exact same ticker, and concept, but instead this time, it earns your an RWA of Copper... peaking day one at a high of 21.8mil, the thesis is simply that Him is going to keep pushing this. • prologue, a liquidity providing platform that emphasizes its ability for intelligent fees, rewarded for risk, and addition of RWAs and more assets, it RAN on the back of all other Robinhood tech plays running, topping at just under 8mil marketcap after sitting significantly lower much of the previous days. $PROLOGUE is a defi protocol that has fit nicely into the tech products on Robinhood's chain, and as mentioned in the top thesis on fomo, only 800k tvl and 7mil volume on the platform, people believe it still feels early. • webcade, much of the comparison is to other web3 games from Kintara, to Axie, to Crabana. All citing those projects absurdly high marketcaps. $WEBCADE received an ANsem acknowledgement and that was the final thing to SEND it to new all time highs, on the Solana blockchain, one of the few runners that sustained on that eco today overall, peaking at 7.5mil marketcap, and settling right now around 5mil. People are playing the game, and thats as good of a thesis as any. • microduck, paired with NVDA, and rewards in NVDA, many see these similar plays and want to compare to $AI, but the reality is this is actually a meme on top of that. $NVDA acquired Hugging Face, and the tiny MicroDuck robots, were created by HuggingFace. They say these will be in every house in the world... and it seems the market loves the meme itself. Absolutely soaring from 1mil to 23mil marketcap today, and sitting right now around 17.6mil. • netnet, OHM ponzi tech coupled with mini games for RWAs... is there really a better narrative for degenerates to fall in love with? Many saying it is the OHM dev, and others just enjoying ripping the mini games in an effort to be rewarded with RWAs and stocks. Sinmgular games rewarding specific stocks, the volume there is ramping and it is all funneling back to the treasury of $NET. One of FEW coins this cycle that has ALREADY seen a 9 figure marketcap. Sitting right now over 100 mil. That however is the FDV, where as circulating is just $7.7mil. Their reserve portfolio is sitting on over 4.6 MILLION USD worth of assets and cash reserves... • index && hood10, people again just continue to absolutely LOVE the RWA meta, specifically on the stock trading chain. Robinhood has the attention, and $INDEX, as well as things like $HOOD10, and more are piling onto this, rather than giving you a singular RWA, these are baskets of memes and RWAs on the chain that has all eyes on it. $HOOD10 saw a peak of just under 6mil today, while $INDEX has now surpassed 26 MILLION Dollar marketcap. Both of these unlike other RWA pairs are baskets of RWA assets, and its another way to play the RWA game. • charity, we have seen Donate(dot)gg absolutely DOMINATE on the SOlana side of things, so it is no surprise to see a swing at the same meta on Robinhood. solana:EavU1XbHSwmjP1QtXELKMz6ZS4kR1Xzvi7VeyWdBpump launched today and quickly ran to over 1mil marketcap before retracing heavily. Many were speculating that maybe, just maybe there would be a charity meta on Robinhood, but that was short lived as attention went to donation coins and right back to RWA and tech plays... Charity now sits at just under 300k marketcap. Im sure we missed some things But the clear attention is ALL IN on the RWA and Robinhood chain today! We'll see you again tomorrow between teh buy and sell buttons!
Is Robinhood about to become crypto’s biggest narrative? Easy ( @NotSoEasyMoney) and OSF ( @osf_rekt ) discuss why Robinhood’s new crypto push could be much bigger than people realize, and why they think comparing it to Base misses the point. Easy : “So many people compare this to Base.” “Coinbase went really hard on tokenizing everything and putting stuff on-chain, and it just didn’t work out.” “Part of it not working out was the speculation that the team would interact with stuff or list something.” “Neither of which happened.” “Do I think Robinhood lists any of these? I lean no.” “But they don’t need to list it to drive action towards it.” “Robinhood has essentially spun off into three apps: Banking, Brokerage, and Wallet.” “If they can use the Brokerage account to push users to the Wallet, that unlocks literal hundreds of millions of users.” “That feels like a no-brainer to me.” “Vlad posted the two-wolf memes and RWAs.” “They’re accepting of the fact that the chain has been so heavy on memes right now, and they’re leaning into it.” OSF : “Robinhood is the OG retail app.” “Vlad gets it more than anyone else.” “You don’t need 30 million users to come on and start trading crypto.” “You just need a narrative, and that narrative is there.” “There’s always a new narrative at the start of every bull run.” “Are you going to feel really stupid if Robinhood absolutely rips in two months?” “You’re sitting there like, ‘Fuck, it was so obvious and I didn’t even bother.’” “I’d rather lose money on it than be kicking myself in two months’ time if this thing really takes off.”
Today @NotSoEasyMoney did a live reaction to “the war of albemarle” . If you missed it head on over to https://t.co/0537IMtYF8 and go check out our tv section. You can watch that along with many other shows. From drama to family. We have something for everyone solana:FMTG5DSNYSS6Wv6d6bWG8MnK9ncdgVnkUFRj3ksdpump
Shillz founder @0xMrWzrd explains how their dynamic shill reward jumped from $5 to $30 CPM, giving bag workers a 6x in rewards "The cool part about Shillz is that we have integrated this thing called a dynamic shill. So for example, Troll, they did the shill when it was around maybe like $10 mil market cap or 13 mil market cap, and the total pool was like 3K, the reward was $5 per 1K views." "So they did a campaign and then they 5X'd at the time of the show. And then that made the reward go to $30 per 1K views and the total pool went to like $15,000."
Full conversation with @NotSoEasyMoney and @rektmando discussing the current state of the market, Yeet, and the Rekt brand. Timestamps 0:01 Market Sentiment & Trading Outlook 9:21 The Robin Hood Memecoin Meta 21:14 AI Infrastructure & Memory Trades 30:31 SpaceX & Valuation 33:15 Insights on Yeet & Rekt Markets
📈 @NotSoEasyMoney on CPI day: a dovish beat the tape faded, $SPX 753 calls up 35%, crypto finally leading, and the $IBM nuke ↓ 📈 CPI printed a massive dovish beat, headline MoM -0.4 vs -0.2 expected and the best inflation data in six years, but the S&P spiked 60 and gave back 40 on a real sell-the-fact 🎯 Easy live-traded $SPX 753 calls all morning, sold two into 50-61% pumps and left the third runner completely free, day P&L up 30-35% with 7575-7585 the target and 7600 the wall 🪙 Crypto actually led the tape for once, $ETH up 5% and looking best, $BTC up 2% reclaiming 64, NTG tempted to tail it but waited for confirmation 💣 The $IBM nuke is nasty, down 15-20% and erasing 55B in market cap on a Q2 miss, CEO blames clients shifting capex to memory chips and supply-constrained hardware 🔩 Same memory-supply squeeze that nuked $IBM is pumping the chip names, SK Hynix gapped up 10% and DRAM up 6% premarket, driving the Qs up over 1% 🛢️ Oil up 3.4% on the Hormuz and Iran situation, Easy flags it could reverse the energy-driven CPI next month if it keeps spiking ⚠️ The macro overhang is the Iran ceasefire collapse and Netanyahu warning any new attack draws a much stronger response, the reason for the early negative price action 🏆 Running the Wayfinder experiment on the France vs Spain semi, it likes France to advance, over 2.5 goals and Mbappe golden boot, NTG taking France to advance plus eyeing over 1.5 🇯🇵 On the story list, Metaplanet launching Bitcoin-backed securities, part of the day's tokenization and RWA thread with stock companies wanting tokenization 📊 Citrini's week map quoted: Monday war, Tuesday hot CPI, Wednesday Warsh apocalypse, Thursday war over, Friday AI bull market
Shipped a couple other things on this overnight. | https://t.co/UCDdLMEdX9 > sound effects, no matter what I’m displaying or talking about on stream, a sound effect will play anytime a spot is taken / stolen. > eviction takeover graphic. Anytime a spot is stolen the whole stream while live will have a visual of who was just evicted and who the knew spot holder is. > I’ll now be pivoting to and from the board through out the stream to see what’s happening on it > payments without wallet connect. So anyone from any browser can send memes, stables, chain tokens and claim spots without connecting a wallet > loading screen and brb screens ready for live stream so the board will be up and persistent during intro / outro / intermissions, and anytime the sound effect goes off. You’re gonna see the board a good amount during streams. Gonna go live TODAY and actually talk through the board / react to and review every single post on the board, whether they’re live or their spot got stolen. Probably the best way for ANY product or meme to get my attention and get my honest thoughts in a live setting and most likely clipped after. Have some ideas throughout the week too to get people involved in fun ways.
If you do want to get onto Robinhood chain and try to not lose all your money before the musical chairs end. 2 of the easiest ways to do it. 1. @opensea, can literally use any asset on any chain to buy RH coins and NFTs. Actually wicked easy. 2. @BasedBot i used this, and bridged in their web app from Base ETH to RH ETH and it worked beautifully while all other bridges were clogged. If you wanna sign up... > web app = https://t.co/XBgHeCKJx9 > telegram bot = @based_eth_bot I do not work with either, but figure i may as well help yall degen as much as i am right now.
🎙️ Easy (@NotSoEasyMoney) — smash follow 👇 🚨 "Either the bottom's in or we make new lows — there's really not going to be an in-between. July 13th decides" ⚡ SAYLOR SELLS, EASY SHORTS | Strategy dumped 3,588 $BTC ($216M) vs +69 net adds · 'terrible trade' · BTC short 62,396→61,212, $ETH short 1729→1650 · 'so uninterested unless structure returns' 🔁 THE JULY 13 FORK | Senate returns → 'either the bottom's in or we make new lows, NO in-between' · CLARITY passage = 'genuinely good candles' ⚔️ RATE-HIKE ROADMAP RESTATED | one hike this fall, Sep/Oct risk lows, December rally + all of 2027 bull · allocate slowly NOW · directly opposite Visser's Fed-on-hold 💸 MEMES ARE BACK, OFFICIALLY | FOMO daily traders ATH · trade solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump's sleep schedule · buy the RUNNER never the beta · passed $CZ beta 📈 LIGHTER > HYPERLIQUID for Robinhood | Robinhood Wallet perps run on Lighter · 'I LOVE the Lighter play' · $LIT 2.38, lose 2.25 → $2 🧠 DISCIPLINE TAPE | SPX 748 calls scalped +20% into the 7520 pin, +$102, walked away · green every single day of July
🚨 "It is a market that you do not want to fade. One man can in fact save the trenches — $Ansem is 1,000% better for the trenches than Pumpfun." 📊 @NotSoEasyMoney recap ⚡ ONE MAN CAN SAVE THE TRENCHES | $ANSEM 'Black Bull' ripped to ~$127M and vamped the trenches. Easy: don't fade it, only buy the Ansem coin — he's 1,000% better for the trenches than https://t.co/ftXbBTRx4D. 🔁 MAKE PUMP DO THE AIRDROP | $PUMP is 'cooked' into the Jul 12 unlock (~$125M, all early investors); Easy has negative belief they ever airdrop — the whole Ansem narrative is built on shaming them. ⚔️ SAYLOR'S FRAMEWORK = FORCED BTC SALES | $MSTR's new digital-credit plan ($2.55B reserve, 12% $STRC div, $1B+$1B buybacks) is funded by SELLING BTC. 'The right move, but net bad' — dilution + Bitcoin sell pressure. 💸 $ETH IS DOG WATER | Ugly chart — lose 1540/1500 and it 'drops like a brick.' Easy co-signs Mando's ETH short (end of the DAT trade, BitMine MNAV ~0.6). 📈 $SOL IS THE STRONGEST MAJOR | Long >75 → 79 (stop 72); short <70 → 66. 'I think Sol breaks 76.' $HYPE the other clean chart (higher lows, ~76 target). 🧠 LONG DEGENERACY | His Dec-2025 thesis playing out: $165B bet on sports, gambling-dx +60%, ATH option/perp/prediction volume. 'Be the house' — $HOOD $APP $HYPE $JUP Polymarket.
The US limiting AI access to 'normal' americans is SO Bearish for the US to win the AI trade. China allows anyone to use their models On top of that, we are already seeing comparable quality from their models. I do continue to believe that the narrative for 'local' models is actually the strongest. Which I mean... Long $VVV ?
Easy says MSTR investors ate an 80% drawdown when just holding Bitcoin would’ve saved them 30% "the Saylor situation is so bad I look at this Saylor situation and I'm like this is a dumpster fire bro absolute dumpster fire" "from its peak in July of 25 you are down 80% on MicroStrategy Bitcoin from July of 2025 is only down 52%" "you would have saved yourself 30% just by holding Bitcoin and not MSTR and don't even get me started on if you got into Strike or Stretch or whatever the fuck this thing is"
Please lord give me the power to beat Clemente with this singular trade. Please lord allow VVV to go to $20, and watch Clemente trade himself to 0 on a bunch of terrible decisions. Please lord ensure that Clemente achieves nothing in his entire life. Amen. https://t.co/FR4ziX7sFY
Longing $VVV Gonna just let this ride. Why not let 1 trade win the challenge ya know? https://t.co/ogJZFY9JLl
2-1 Cash it. No on Barron at 50c for 100% return No on GOAT at 70c for 42% return LOSS cause for WHATEVER REASON TRUMP HAD TO SAY CRISTIANO RONALDO!? He wasn’t even there!?!?! Whatever 2-1, 42% gain overall. Not too shabby
It would seem the new CEOs statement are having a cause n effect on the polymarket! Meteora down 14% after the post. Other rising now up 6% from 10 to 16 https://t.co/4KhqV8ITBp
I am genuinely fascinated by a few things with this market... 7.3 MILLION dollars in volume... Actually INSANE. 24 hours, and one of the MOST liquid markets we have seen in a LONG time... MEXC is now surging from sub 10c yesterday to tapping over 20c recently. Meteora dropping from a 50c on the YES chance down to just under 30c. IF there are insiders on the insider trading release, it will be a VERY VERY interesting release in just 2 days.
Brand new wallet is the largest holder of YES for Meteora being the accused in ZachXBT's upcoming post. Top holder, spent $6000 on this... Is the insider trading expose... Being insider traded...
Meteora odds surging! One thing to note, this market has Jupiter listed separately. Curious if it does end up being one or the other how it will resolve… Or if multiple can resolve to yes. https://t.co/jUXlCFCZHf
Tokens, in the traditional sense, have largely been ineffective for products, apps, and more. The truth however is, these experiments and attempts at finding what 'works' is only going to continue to grow and scale. Working with Metaplex, and being able to keep tabs on all of their Genesis launches, which have been successful to date, it caught me off guard to see them pause those launches in December. However, I believe it was for good reason. Token Launches are still broken But launch pools, are one of the leading solutions. Metaplex just rolled out their newsletter and i found some interesting pieces in there, specifically the below passage... "Alpha stage token launches remained paused to prepare for the next phase of Genesis and the rollout of the broader Metaplex platform" Excited for what the future has in store for it, with Metaplex. I am always grateful to continue to work with Metaplex and share and highlight their ecosystem at large, from Genesis, to the $MPLX tokens going to the DAO and so much more.
Going over my capital allocation this year and readjusting where i am allocated. Current % based allocations - 25% Crypto - 35% Equities (heavily on the side of $HOOD + $OPEN) - 15% Commodities (Specially Uranium) - 10% in Mutual Funds - 15% Cash Of course, these %s are not EXACT. Where should I adjust? Is this good? I think it is.
Alright The White House is absolutely in the trenches… Penguin, Trump, Doge Are they teasing a memecoin bundle!?
Starting to eye the memecoin trenches again. This big 'vibe-code' push will make coins that have some form of 'Claude' / 'Opus', etc become interesting for the next couple of days Following that we most likely see some shitty apps, that people buy into coins for because they have 'tech' and that alone makes people believe they hold value. DO i believe they have value? No Will i attempt to make profitable memecoin trades? Yes
I shit on virtuals, A LOT of && for good reason. The ponzi and lock was destined to fail But i would love some token launch flywheel bullshit like that, that I can Degen on and blindly ape pre sales The excitement and time spent behind looking into launches was genuinely fun && made you actually use your brain to identify the winners Those types of opportunities make crypto fun
The next wave won’t be launched, it’ll be built. And it starts with this protocol. That protocol is @metaplex's Genesis. The new Genesis SDK provides a reliable, audited and transparent way for ANY Solana app to power fair onchain launches. Protocols, dApps, Trading Terminals, you name it... Can easily integrate Genesis right into their products and ecosystem. • Launchpads can plug in Launch Pools (no sniping, no chaotic FOMO auctions, real onchain price discovery) • Aggregators & trading terminals can list + monitor Genesis launches natively in-app • Projects get wider distribution, better discovery and trust from day one • Users get fair access, clear rules and fully onchain settlement The new Silicon Valley is onchain. Solana becomes the default place to launch, discover & trade new tokens when launches are standardized on a protocol that just works. Accelerate internet capital markets on Solana, powered by and this post brought to you in partnership with Metaplex.
This is what creator capital markets should look like Nick Shirley (video exposing Somalian fraud over 100m views) launched a creator coin and is posting his content on Zora Coin has generated over $40k in fees for Nick and it *feels* like a social media account No one calling him a scammer & asking for "utility" Zora with a breakout moment here
Pumpfun walked So ZORA could run
Perp rotation is honestly so wild to me. Aster somehow still at the top of the charts. But people continue to rotate. We probably see Lighter volume fall a lot after Dec 29th (their anticipated airdrop date) Airdrops still yet to come, but been teased by - edgeX - Paradex && Im sure a few more on the top 10 here.
Said the same thing to myself after I said I had a gut feeling $ASTER would be a generational trade
Metaplex's announcement... May be the BIGGEST announcement from Breakpoint... https://t.co/ZBsN1vGVtc
Longing some Solana and Solana adjacent coins here $SOL $PUMP $FARTCOIN Wish me luck!
Longing some Solana and Solana adjacent coins here $SOL $PUMP $FARTCOIN Wish me luck!
Today starts a new content journey... I am going to be posting content on the Zora app. With that comes a creator coin on Zora. My creator coin is now live, and can be found here https://t.co/94lPBkM1Ed I am bullish on the Base ecosystem as a whole, and do believe there is a vertical / avenue here for these types of experiments. As far as what I post, it'll be a variety of things. - Prediction Markets primarily. - Older content that I have posted here - New content that will be posted on Zora first before X && just genuinely experimenting with the whole idea of creator coins. I am also excited for any opportunity at a Base airdrop, and believe using the dApps, and specifically the premiere dApp on Base is the best way to get exposure at some capacity.
Sharing my weekly set ups live right now https://t.co/QStcdJBhD4 Aster looks good here. 🔋by @yeet https://t.co/37IPZcCGbD
Seems that these were in fact the right moves. $ENA up 6% on the day $PUMP up 6% on the day $ASTER up 7% on the day $LINK up 5% on the day
Seems that these were in fact the right moves. $ENA up 6% on the day $PUMP up 6% on the day $ASTER up 7% on the day $LINK up 5% on the day
Multiple Alts look good here imo. Want to start scaling into them SLOWLY. 2 to 1 risk / reward 25% downside stops with 50% upside take profits. $ENA $LINK $PUMP $ASTER https://t.co/Lg44nXztlT
Multiple Alts look good here imo. Want to start scaling into them SLOWLY. 2 to 1 risk / reward 25% downside stops with 50% upside take profits. $ENA $LINK $PUMP $ASTER https://t.co/Lg44nXztlT
Was MegaETH nuking IcoBeast's allo the right move? Would letting his hedge play out and dunking on him once the chain found success have been a better way to handle it? @EasyEatsBodega gives his thoughts on how things played out.
5min of time, $100 added to my balance. Slowly we will make it all back n more. https://t.co/kNM6VVU1UF
Coinbase owns Base Base’s creator ecosystem is Zora Up Only on Zora when?! Also, Coinbase spending 25m’s on a creator podcast makes me infinitely more bullish on their creator ecosystem token. I like the Zora coins here. https://t.co/Kg5hJLxXgj
Robinhood listing - $ASTER - $XPL - $VIRTUALS Actually wild that Robinhood is doing better listing crypto coins than Coinbase lol https://t.co/xbAjqBbBxp
Robinhood listing - $ASTER - $XPL - $VIRTUALS Actually wild that Robinhood is doing better listing crypto coins than Coinbase lol https://t.co/xbAjqBbBxp