im a total dumbass boomer on memecoins, mostly watching from the side. but the thing i keep coming back to is where the attention comes from and what happens to it over time. borrowed attention. moodeng, jimothy, boden. it’s mostly decaying by the time you can buy. you’re just holding the back half of someone else’s headline. generated attention. KET, GOAT/truth terminal, fartcoin. someone is producing content constantly and that’s the whole engine. it compounds, no news cycle to run out of. but it all rides on the producer continuing to give a shit. need to constantly one-up attention. and with GOAT the producer is software, which maybe means that risk goes away entirely. inherited attention. doge, pepe. free distribution forever, nobody at the wheel. you can’t steer it and you can’t kill it. reflexive attention. SPX6900, MOG, WIF. the holders are the meme. attention is basically price with extra steps at that point. what am i missing?

Longed HIPPO with size. Its current market cap is $50m. 1/5 of MOODENG Binance is sending a pretty clear signal here that it wanna both hippos compete for official listing. Previously MOODENG did 2x after the Binance Alpha listing ( It gives the market some narrative to chase) Disadvantage of Hippo is that it doesn’t have that many CEX listings and also no one uses Sui, the liquidity&participant of its price action speculation is limited. Sending this tweet to work for my bag.