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Lots of shady launches but a few good products and some interesting founders
As long as Frank doesn't touch our coins we should be fine.
All this stuff looks like crap and most of it won’t work - just like the early AI meta. Everyone laughed at the wrappers, the slop, and GitHub repos with tokens. Didn’t stop them from running to hundreds of millions or billions. Optimize for making money, not sounding smart on X.
We are doing the Internet Capital Markets narrative I see. It’s only fair to let the CEX traders participate by supporting the OG coin. 🪼
Your biggest insecurity in trading is usually the one you try hardest to cover up - whether it’s not trusting your system, needing external validation, or fearing you’re just lucky. It leaks into your trades more than you realize.
If your coin keeps lagging every time the market moves, it’s probably trying to tell you something.
There’s a big difference between a cult and a cabal coins:
- Cults form naturally: driven by belief, memes, and community.
- Cabals are engineered: driven by insiders, liquidity games, and private group chats.
Cults attract. Cabals coordinate. One earns loyalty, the other manufactures it.
- Cults form naturally: driven by belief, memes, and community.
- Cabals are engineered: driven by insiders, liquidity games, and private group chats.
Cults attract. Cabals coordinate. One earns loyalty, the other manufactures it.
Most would be better off spending 30 minutes in quiet reflection - reviewing their holdings, reassessing market sentiment and dynamics, identifying high-conviction opportunities, and planning execution and sizing -
rather than rushing into low-ROI trades.
rather than rushing into low-ROI trades.
Be aggressive early, humble into euphoria. Most size up late and become exit liquidity.
Size when it’s quiet. Take some profit when it’s loud. A simple rule, but one most forget when it matters.
Size when it’s quiet. Take some profit when it’s loud. A simple rule, but one most forget when it matters.
What are you highest conviction utility coins on Base and Sol? and why?
Even the cursed Privacy AI coin is sort of Grinding up productively.. what a market. What if...
Some say on-chain just needs a new meme to come back to life. I disagree. We’ve already seen plenty of memes with top-tier narratives that failed to spark any real momentum.
What onchain really needs is new money and that usually comes from either (or both) of 2 things:
1) A compelling narrative
2) The right timing
On Timing:
The last real onchain run began when CEX players rotated in - usually once being long CEX alts becomes consensus. At that point, they start hunting for “smarter” trades with better reward, and onchain becomes the obvious next move.
On Narrative:
It takes a narrative strong enough to force attention - something that reframes onchain as a necessity, not a side bet. The reason this works: many of these tokens aren’t listed anywhere, and there’s no close CEX proxy to get exposure. If you want in, you have to go onchain.
The AI Agents / AI Infra wave was a perfect example narrative strength combined with exclusive onchain access. That’s what creates urgency - fomo.
What onchain really needs is new money and that usually comes from either (or both) of 2 things:
1) A compelling narrative
2) The right timing
On Timing:
The last real onchain run began when CEX players rotated in - usually once being long CEX alts becomes consensus. At that point, they start hunting for “smarter” trades with better reward, and onchain becomes the obvious next move.
On Narrative:
It takes a narrative strong enough to force attention - something that reframes onchain as a necessity, not a side bet. The reason this works: many of these tokens aren’t listed anywhere, and there’s no close CEX proxy to get exposure. If you want in, you have to go onchain.
The AI Agents / AI Infra wave was a perfect example narrative strength combined with exclusive onchain access. That’s what creates urgency - fomo.
A Solana protocol doing $5M in annual revenue, $1.7B in rapidly growing TVL, no unlocks for 2 months, backed by top-tier VCs, and built by a real team…
trading at a $13M valuation?
This market’s inefficiencies are a gift.
trading at a $13M valuation?
This market’s inefficiencies are a gift.
At the start of a market move, when it’s obvious many are sidelined, the best trades are often the simplest. You’re not trying to outsmart the market - you’re trying to anticipate where it will bid first. And early on, it’s rarely deep risk or complexity. It’s comfort, familiarity, and narrative alignment.
There are a few reliable plays in this phase:
1) Top Narrative Coin
The asset that already represents the dominant market theme: AI, meme, RWA, whatever’s front of mind. It becomes the default exposure for those rushing back in. Participants anchor to what already has social consensus.
2) Top Proxy on the Mover Chain
If a specific chain starts moving, traders reflexively rotate into the most obvious meme, utility, or low float proxy on that chain. It’s not deep analysis, it’s habit. Liquidity chases familiarity.
3) The KOL-Endorsed Favorite
Coins already championed by trusted or high-profile KOLs get early attention. Not because of deep fundamentals, but because people trust the messenger. It’s a shortcut for conviction when they have none of their own yet.
Why do these work?
Because early in the move, people are still shaken. They’ve just seen pain, they don’t trust the rally yet, and they don’t want to be the first to get rugged. So they flock to the path of least resistance - simple narratives with perceived safety. It’s only after price confirms and momentum builds that the market slides down the risk curve, hunting for the next thing, rotating into longer-tail bets and unproven narratives.
That early phase isn’t about genius. It’s about understanding reflexes.
There are a few reliable plays in this phase:
1) Top Narrative Coin
The asset that already represents the dominant market theme: AI, meme, RWA, whatever’s front of mind. It becomes the default exposure for those rushing back in. Participants anchor to what already has social consensus.
2) Top Proxy on the Mover Chain
If a specific chain starts moving, traders reflexively rotate into the most obvious meme, utility, or low float proxy on that chain. It’s not deep analysis, it’s habit. Liquidity chases familiarity.
3) The KOL-Endorsed Favorite
Coins already championed by trusted or high-profile KOLs get early attention. Not because of deep fundamentals, but because people trust the messenger. It’s a shortcut for conviction when they have none of their own yet.
Why do these work?
Because early in the move, people are still shaken. They’ve just seen pain, they don’t trust the rally yet, and they don’t want to be the first to get rugged. So they flock to the path of least resistance - simple narratives with perceived safety. It’s only after price confirms and momentum builds that the market slides down the risk curve, hunting for the next thing, rotating into longer-tail bets and unproven narratives.
That early phase isn’t about genius. It’s about understanding reflexes.
The trenches need a Moodgeng-style coin - something to make them believe again. Maybe it’s already out there, just waiting to be uncovered.
I’d rather launch an ecom store selling nothing but baby oil than buy a cent of Diddy Coin. If you buy it you deserve the pain.
ETH did a limp pump and people are already scrambling for its betas. The hatred for this asset runs deep.
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