bought over 300k worth of solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp here. pumpfun partnership and packmania makes it seem obvious cards is going to a couple dollars. if just 5% of the pokemon market increase comes onchain we are giga paid!

@lesabrefomo So bullish solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp. I will never fade @wronguser000 x @surveillor x @lesabrefomo confluence

Finally sat down and wrote out my solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp thesis in long form I think the market is massive mispricing them due to a poor understanding of gacha economics and thinking collector crypt is a niche pokemon app I make the argument that they have the best money printer in crypto and are becoming the core infra for the entire tokenized collectables space. Along with massive catalyst coming soon. I truly think CARDS is a once in a cycle sort of project and is my highest conviction position in my portfolio

seeing a lot of uneducated fud around solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp. i am as convicted as ever in my position and, barring some big fundamental change, will be adding more. below i will address the biggest problems people have with the token, and why they are wrong. 1. recent underperformance: sentiment is highly reflexive with price in crypto, as we've seen with pump and lit (both of which i've swung from the pico lows). a lot of ppl r saying that the cards token is a cursed underperformer. this is simply wrong. firstly, even at current prices, it is up 5x from the bear market bottom. not all tokens pump together: fading cards due to underperformance now is like fading lighter at a dollar due to underperformance vs hype before it swiftly went 5x+ off completely predictable and obvious catalysts and flows. same for cards. 2. bad chart/price action: actually it's retesting the bear market accumulation range perfectly. the pa recently has been a brutal shakeout caused by the vc cliff this month along with general capitulation. complete positioning wipeout of paper hands perfectly setting up the next big run imo. pretty normal for a token that ran up 10x+ from the lows to consolidate for a while. 3. bear market token: ppl assume that in bull markets, junk/speculative bullshit outperforms. i definitely disagree. crypto is maturing, revenue is not a meta, and the collectorcrypt business and growth story is one of the most unique and compelling in crypto. 4. lack of mindshare: ripmart, collectorcrypt's whatnot competitor, is launching. whatnot was last valued at 20b. the cards token is the only token expression of tcg gacha and infra in crypto and will catch an inevitable massive rotation. 5. lack of systematic buybacks: a lot of tokens don't have crazy buyback commitments and have performed extremely well, like vvv and chip with their clear equity token conflicts. collectorcrypt's business involves the physical world and extensive infrastructure that requires more financial flexibility and investment than a 100% digital/abstract business like hyperliquid or pumpfun. collectorcrypt investors and employees have no equity portion/grants, and from their recent article, the collectorcrypt team's commitment to their token is greater than ever. $1 by eoy seems like a reasonable target

I'm incredibly bullish solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp because 1. It is the only larger gacha businesses with a token 2. When momentum on the business starts stalling, the team is encouraged to share revenue generously in order to maximize their exit. See: ethereum:0x046eee2cc3188071c02bfc1745a6b17c656e3f3d Call me a cynic

The story that's not priced in is the possibility that @Collector_Crypt becomes THE marketplace to trade TCG slabs. They are still infants compared to the giants of ebay/fanatics/goldin/alt But a few more big sales, and it could become an actual place for big players to move cards (given 2% marketplace fee compared to traditional venues charging double digits). Liquidity begets liquidity, the more grails hit onchain, the more it becomes the place to shop, the more it becomes the place to sell. Pay attention to the charts. Currently its priced as the leader in onchain gachas, once it becomes a dominant market place, the ceiling is multibillions for solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp (think opensea peak last cycle/whatnot). Data taken off @Blockworks

seeing a lot of uneducated fud around solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp. i am as convicted as ever in my position and, barring some big fundamental change, will be adding more. below i will address the biggest problems people have with the token, and why they are wrong. 1. recent underperformance: sentiment is highly reflexive with price in crypto, as we've seen with pump and lit (both of which i've swung from the pico lows). a lot of ppl r saying that the cards token is a cursed underperformer. this is simply wrong. firstly, even at current prices, it is up 5x from the bear market bottom. not all tokens pump together: fading cards due to underperformance now is like fading lighter at a dollar due to underperformance vs hype before it swiftly went 5x+ off completely predictable and obvious catalysts and flows. same for cards. 2. bad chart/price action: actually it's retesting the bear market accumulation range perfectly. the pa recently has been a brutal shakeout caused by the vc cliff this month along with general capitulation. complete positioning wipeout of paper hands perfectly setting up the next big run imo. pretty normal for a token that ran up 10x+ from the lows to consolidate for a while. 3. bear market token: ppl assume that in bull markets, junk/speculative bullshit outperforms. i definitely disagree. crypto is maturing, revenue is not a meta, and the collectorcrypt business and growth story is one of the most unique and compelling in crypto. 4. lack of mindshare: ripmart, collectorcrypt's whatnot competitor, is launching. whatnot was last valued at 20b. the cards token is the only token expression of tcg gacha and infra in crypto and will catch an inevitable massive rotation. 5. lack of systematic buybacks: a lot of tokens don't have crazy buyback commitments and have performed extremely well, like vvv and chip with their clear equity token conflicts. collectorcrypt's business involves the physical world and extensive infrastructure that requires more financial flexibility and investment than a 100% digital/abstract business like hyperliquid or pumpfun. collectorcrypt investors and employees have no equity portion/grants, and from their recent article, the collectorcrypt team's commitment to their token is greater than ever. $1 by eoy seems like a reasonable target

Summary: Y1 Numbers - Crossed $1B gross revenue on Aug 13. Peak week of $21.5M in gacha (215k packs). - Gave away 141,724 free packs ($12.2M face value) vs. the $1M they'd promised. - Shipped 46,811 cards worth $23.5M insured to 84 countries. - Bought two Montana buildings (~100k sq ft) for vaulting, an LGS, and wholesale distribution; now building robotic intake and storage. - Raised ~$1.1M pre-seed + seed (mostly from their own users), then ~$3.5M via a Metaplex launch pool. They're a tech company welded to a warehouse Buybacks - four channels with on-chain verification: - Market-making bot since April 19: 3.48M solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp, $616k USDC, avg $0.1772, zero sold - Buybacks from advisors and pre-seed VCs - Support buys during dumps: 6.01M solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp, $226k, avg $0.0376 - Raydium LP fees: $1.34M USDC + 9.35M solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp over 44 harvests Total ~22.5M tokens, ~5.4% of circulating supply pre-Aug 29 unlocks - now burned. They explicitly draw a line between this and burning foundation-wallet allocation (they hold 38%), calling the latter "deleting monopoly money" since no real capital was spent. Non-drop 5 next week at 0.75%, the last at that rate; the following four drop to 0.5%. Lastly, RIPMART This is the easiest, most comfy hold of my life. Thank you @TuomHolmberg @Collector_Crypt @JoeMunnsHK for building such a fantastic product, on crypto no less, creating such a asymmetric investment opportunity into one of the fastest growing verticals of the coming decade. Onward and Upward.

expecting some chop on $PUMP between 0.0021 to 0.0026 before the next leg taking us up to 0.003s. actually prefer some consolidation here instead of going straight up so that we get a stronger trend after shaking out some leverage and weak hands https://t.co/PuFMPKS7ed

$PUMP will be compared to ROBLOX https://t.co/wwm1BrgOh2

full $PUMP thesis 1. supply: biggest unlock couldn't send it lower 2. moat: robinhood chain rugs/launchpad problems have proven the enduring value of pump's multichain rug-free guarantee. first app to RH chain trading, they want to compete w fomo 3. KOLs: every coin needs a KOL in the liquidity-constrained environment rn. for LIT it was Jez/Evans, for ZEC Naval. @blknoiz06 will clearly be that guy for PUMP, from his language it's clear he wants to push it hard once the pressure to focus on only ANSEM fades (wrote this before he shilled it again yesterday, now it's even more obvious). in the current market, KOLs are an absolute necessity for big altcoin trends, and PUMP has many 4. sentiment: this coin has been held down purely by sentiment and trust. this became abundantly clear when their announcement reducing buybacks from 100% to 50% of rev did not dump the coin. if merely sentiment and trust are fixed, PUMP can pretty easily rerate 3x from the bottom to near the ICO price 5. sentiment fix: relating to point 5 above, sentiment and trust can be fixed. most recently, lighter has done it. when i was bullposting LIT at pico lows, everyone was clowning on the project, the coin, and vlad. most "traders" have zero original thoughts and are mostly sheep following larp influencers. PUMP just needs to follow the lighter playbook: give more regular roadmap/investor updates, provide a clearer idea of the long-term value accrual of the token, and complete the promised airdrop. sentiment is also highly reflexive with price 6. team incentives: unlocks have started, so it makes sense for the team to use their trump cards now. for those who argue that they've made enough and don't care, nobody says no to more money and they've been hiring. the team has a lot of the token, and it's not very hard at all for them to pump with just simple changes. no need for them to sell the lows when they can pretty easily sell way higher with just a bit of work and rebranding 7. positioning: pretty light, most traders and funds are fading this initial move, probably because of the fast alt rotations and lack of sustainability recently. but PUMP is very different based on its indisputable buyback and fundamentals-based floor, mindshare relevance, clear leadership, etc 8. TA: PUMP has held strong on its BTC pair during this entire bear and is breaking out against BTC, SOL and all the SOL betas. clearly impulsive pa from the unlock day and subsequent follow through, so invalidation below the origin is clear. 0.002 is one of the biggest levels on the chart. once that clears and is flipped into support this whole move accelerates imo 9. rotation: HYPE (and as a result LIT) is currently consolidating/chopping. a decent amount of the traders/funds who have been taking profit on those will be looking for another value-based bid. PUMP is the obvious pick with the highest buyback rate out of all alts and a clear "why now," as explained above

imagine the smell of a $PUMP ATH with CT all sidelined….

$PUMP may be ready to breakout above 0.002 soon. cretins have been fudding this nonstop, sentiment is even worse than LIT at the bottom (look back on the lighter bottom posts). that's all future exit liquidity that will blast into the chart multiples higher https://t.co/pT8G6LkZJv

for those i see saying “yo they’re coordinating $PUMP shills with the same thesis for the fifth time”: 1. there has never been a clearer “why now” since the post-ICO bottom 2. yall also said about that about CARDS, and while you fudded I aped and watched it pump 10x

high timeframe confirmation. $PUMP https://t.co/t3EUZXTcf8

really like @sapijiju doing interviews and posting his vision for $PUMP recently. reminds me of lighter when they started doing investor calls. this accountability/reliable communication will improve sentiment over time, and should become a standard for all crypto teams

and… it’s a thing of the past $PUMP

it’s go time solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

once market realizes pumpfun is positioned and taking steps to be the onchain superapp, $PUMP will reprice dramatically

almost ready, next break above 0.002 will be the real breakout $PUMP

expecting the next break above 0.002 to be the real durable breakout. 0.0025 this week if fed doesn't rape, btc goes to 67k ish, and solana reclaims range lows at 78 for a bit, which is a decently likely scenario $PUMP https://t.co/LTjENVAS1W

inevitably some rotation will happen soon, and lighter shows how fast things can move when just a few hype whales start bidding $PUMP

with markets nuking, $PUMP is taking some more time to consolidate before the next real leg. all good, bc this consolidation is just setting up for a more explosive impulse later. may look to add exposure around 0.0018-0.0019, these prices will look incredibly obvious soon. https://t.co/bfBrD6AMcj

watch this kick in $PUMP

as expected, 0.002 causing some temporary resistance as the biggest near-term level on the chart. once it breaks, $PUMP will move aggressively. the higher this coin goes, the cheaper it will seem. https://t.co/AbLQMKrD9a

love when my counterparty on a trade is this idiotic. all these retards gonna give me EL multiples higher. that’s how the market works. solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

$PUMP thesis + trade setup from stream last week $1M a day with worst onchain conditions is notable, one of the few stories in crypto where the issue is actually the narrative & sentiment instead of the actual fundamentals of the business if $SOL onchain picks back up this hits all time highs relatively easily, $HYPE currently trades at a 15x higher valuation & they have the same two year revenue numbers

$PUMP may be ready to breakout above 0.002 soon. cretins have been fudding this nonstop, sentiment is even worse than LIT at the bottom (look back on the lighter bottom posts). that's all future exit liquidity that will blast into the chart multiples higher https://t.co/pT8G6LkZJv

those who fade the surveillor will not survive $PUMP

as expected, 0.002 causing some temporary resistance as the biggest near-term level on the chart. once it breaks, $PUMP will move aggressively. the higher this coin goes, the cheaper it will seem. https://t.co/AbLQMKrD9a

6. team incentives: unlocks have started, so it makes sense for the team to use their trump cards now. for those who argue that they've made enough and don't care, nobody says no to more money and they've been hiring. the team has a lot of the token, and it's not very hard at all for them to pump with just simple changes. no need for them to sell the lows when they can pretty easily sell way higher with just a bit of work and rebranding 9. rotation: HYPE (and as a result LIT) is currently consolidating/chopping. a decent amount of the traders/funds who have been taking profit on those will be looking for another value-based bid. PUMP is the obvious pick with the highest buyback rate out of all alts and a clear "why now," as explained above

for those i see saying “yo they’re coordinating $PUMP shills with the same thesis for the fifth time”: 1. there has never been a clearer “why now” since the post-ICO bottom 2. yall also said about that about CARDS, and while you fudded I aped and watched it pump 10x

my next lighter-type multibagger play is probably $PUMP. maybe i'll post my real thesis and expected path for it, or maybe not. depends if i feel charitable enough. but you should probably buy some

the whole cashcat noxa situation shows the enduring value of $PUMP as the safe and thus default launchpad that solves smart contract/rug risk from multichain terminals and token dispersion. add their mobile app dev, and you have, however hated, the leader of everything onchain

$CASHCAT ATH CELEBRATORY DANCE 📈💰 https://t.co/Grr3FO6Y36

longed $PUMP bigly when the unlock distribution caused shorting met with spot buys. think this will be the dominant sol beta due to lack of positioning, real catalysts on the app/multi-chain development side given their billions in cash, and very tested accumulative floor. https://t.co/T75JiGyENL

good to see the trenches win with ansem. larger cap memes are back, and that means $fartcoin is back: eternally high-volume (relative to mc) and liquidity-suck-safe memecoin asset that always performs during risk-on meme seasons. THE persistent memecoin outside of doge.

this is what happens when u monkeys tail all the paid off broke larp scam kols into fucking XPL. tbh probably need a real wipe to new lows https://t.co/cV0X0fIcOb

ceilings are killed by nonexistent liquidity pools, most topblasters that move charts on base/mainnet see shit like this and immediately don’t bother. impossible to ape shit into these memes, nonexistent LPs are forcing out the liquidity that took shit like fartcoin to billions https://t.co/kLLP8Iy1hI

Announcing Lighter RFQ in beta! Available on the web app on eligible RWA markets. Enter and exit larger positions in one click with lower slippage and better pricing. https://t.co/i8wsuTWOxH

so free... come back to this in a month $PUMP $LIT https://t.co/uq6VOiawob

so free... come back to this in a month $PUMP $LIT https://t.co/uq6VOiawob

$PUMP: buybacks are almost always just a cheap narrative tool to generate EL for team/investor supply. 200M into a 1B market cap (3x rev) has been useless because there is always endless supply; the value thesis for HYPE with all its unlocks is even more gigaretarded at 11x rev. https://t.co/9NpVcaMWKx

never let anyone shame you for taking profits $PUMP https://t.co/OkyxuDqKRR

starting to bid $PUMP $HYPE $ETH @ 0.0035, 37, 3130. alts have been holding up against btc and a lot of short positioning, so a bounce pretty soon is likely and would lead to good relief for alts. eventually we go lower.

closed most of my $PUMP spot and perp around here. should've closed on the first big bounce to 0.0055 but was not fully objective. wanted to see revenue reversion back to the 2m or growth potential from a next frontier, which hasn't happened yet. https://t.co/TwUeW5owxd

hedged a good amount today between 114-116k. mostly out of BTC longs, keeping most of PUMP and ETH. looking for some pullback now, maybe to 110-111k, to smash long again on good alts. 107-116k chop seems more likely than straight up, unless we get daily closes above 116k. https://t.co/eMJBY5mozT

back in $PUMP now that you CRETINS have sold the bottom 🤡. targeting 0.007+ off of pumpfun's entry into icm, the fee boost that will bring, and the fomo this coin always causes when it goes up due to being one of crypto's highest-mindshare and top revenue products https://t.co/NKA7txzA4Y

i’m long to the tits rn $ETH $MNT $PUMP $FORM $HYPE $CAKE if i die i die but i ain’t no pussy https://t.co/iIOdBaxcQH