@mst1287 interesting any big stock pair runners on solana that are somehow ripping through marketwide weakness the past few days to help drive this? almost like solana found a wholesome winner solana:8t5C4AWDg4CroMChxdo7rG2e8nJM31QG2GG7Czx9X7x2

w/ respect to threadguy i think this clip ages pretty poorly "why not buy the thing that's going up 15% a day?" i mean fair, everyone should own zec but what if you can get a dip on zcat, and zcat has a path to going up something like 10-20x (commensurate to the moonboy dream case scenario for ZEC, or comfortably 2-3x on the ZCAT/ZEC pair in any other case) and you earn reams of free ZEC over the course of the months this unfolds, on top? invalidation is if stonk fun thesis is totally wrong (even though it's my strongest conviction play, this is why i'd also own ZEC standalone - give yourself as many win conditions as possible)

the bull market from last time you romanticize, vs what the early stages of a bull market actually look and feel like, on a lower timeframe, in real time: i feel like a lot of people forgot. the only way you can make it holding high conviction bags is extreme confidence, and the willingness to ride it to zero and be wrong.

i don't do standalone solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk bullposts super often, but i'd just like to present the weekly chart, on day 3 of a (if precedent holds) 800-1000 day long bull run, without further comment:

update on my 1k -> 100k challenge on fomo: i initially achieved it in 6 days through a combination of experience/skill + "be in the right place at the right time" luck i then overshot to 220k mcap days later, then endured a drawdown all the way to 70k, when BTC pinged down to its range lows following clarity not passing. heavily focused in stonk fun eco coins, which to me are poised to be the greatest PVE wealth generation event i've seen in crypto in a decade, among infinite PTSD on the timeline and in group chats, i didn't sell a single coin. that conviction was rewarded, and my portfolio is now back to 220k. so where do i go from here? i think in the last market cycle, with "previous generation" (pre stonk fun tokenomics) memes, the right thing to do here would be to sell everything, go to cash, take a breath, re-assess the landscape, and move onto a new trade. there are always opportunities, and doing a reset is oftentimes a great way to see things with fresh eyes. avoiding bag bias is important - something i've learned through getting my teeth kicked in on pretty bad round trips. but after sitting in that drawdown, then cresting a new high again, and taking an honest look at the landscape, if i went to cash and redeployed into a "new trade", i'd, with great enthusiasm and fervor, happily rebuy the exact same coins i'm in right now: solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS is my highest conviction play of the cycle, and i think there's a pathway to 50-100x here, while printing free solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx is the fair-launched, zero-insider, VC-free, fully circulating, deflationary platform token that's revolutionized memecoin tokenomics, ushering in PVE 'buy-and-hold' trading, *as a baseline profit incentive*, rather than the status quo "solved game" rotational 80k nightmare jungle of yesteryear. it's a revenue giant, and only going to grow exponentially as BTC approaches its prev ATH (and beyond), and BTC is still nowhere close. solana is heavily involved in promoting it, since it gives them platform diversity and a culture reset, and many loud/influential people on the TL are (allegedly) barred from talking about stonk fun via a contractual obligation to another platform, making an already dream setup subject to the same information asymmetry that let people buy solana at $8 last cycle. Reflection tokens like solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR (the flagship proof-of-concept that triggered a mass "aha" moment across every single corner of crypto) and solana:6JrR1iqPdinYTNvNPWTR2P7e2wSJ1rwdsrKGyhnzjUVr (100m, and 1.8m, as a sort of barbell) show that stonk fun eco tokens get otherwise *VERY* protective communities excited about these memes, rather than defensive, since these memes create buying pressure and attention on the underlying coins (ZEC and WIF respectively) And I continue to try to find "the winner" in terms of the coin hitting escape velocity, becoming "the ZCAT of [x]" for the top 50 or so coins by mindshare in crypto. I think I've found a few that look go so far, but many of these are at or below 1m mcap, and may still get disrupted. You can check my FOMO for more. I think getting positions in these early could lead to sitting in multiple 50-100x kingmaker trades, all while accruing free tokens across the spectrum. solana:6JrR1iqPdinYTNvNPWTR2P7e2wSJ1rwdsrKGyhnzjUVr, mentiond above, is one example. the @dogwifcoin main even posted it. i'm trying to find more like this, early. i think at this point, it only makes sense to turn this into a 1k -> 1 million challenge, on @fomo i don't know if anyone else has done this before. for anyone that missed 1k -> 100k and wish they could've followed along: the coins i'll be buying are adjacent to what i would've done on 1k->100k, just with larger buys. the plays and thesis remain the same. you can see what i would've done if this was reset at 1k by looking at my buys/sells, and simply dividing by 10. as always - if you're not trading at @fomo, like i (as an app-skeptical HTF majors trader) wasn't, you might be surprised at how effective it is as a centralized, great-UX discovery layer for tokens, aggregating theses (that you can scrutinize for quality/intent) in one place, and making buying cross-chain frictionless. my ref link, if you're curious, is here: the app shared a small portion of the baked in trading fees with me, so signing up using that is meaningful to me, and appreciated. signing up with a reflink also saves you 10% on fees. i have no partnership or official relationship with them. i just love the app, and think it gives me an edge. thanks for following along. will update how this plays out, for better or worse. wish everyone luck out there as conviction and patience are rewarded. summary: highest conviction coins: solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR solana:6JrR1iqPdinYTNvNPWTR2P7e2wSJ1rwdsrKGyhnzjUVr several longer tail coins that I think have a good shot at "winning" fartcoin, SPX, CATE, and more (knowers know) that i feel good about, but don't feel comfortable blasting out on ct at this point.

an under-appreciated and *extremely* important reason $stonk is undervalued here: there's a large contingent of *very* loud voices in this space that appear to be contractually forbidden from talking about it. this is basically giving your buys here asymmetric value. if these parties (who have *MASSIVE* audiences, hence why they're under paid deals by a competitor) were openly and freely talking the market, we'd be much closer to a broad consensus on ct that stonk and its big eco coins are *the* trade to be in and we'd probably be trading something like 2-3x higher across the board right now. it'd still be the trade of the cycle (in my eyes), but your entry would be way less juicy. sometimes that can be the difference between "best trade of the cycle" and "kingmaker" or retirement-level money. eventually, like solana in late 2023 at $8-20 dollars, the revenue figures and price will do its own marketing, and it'll be broadly undeniable: similar to when eth maxis (of which i was one) in the course of 2023 (pre sol breakout) were working overtime to minimize/fud sol. this was, in addition to FTX ties, a big part of why curious/active people looked at sol's activity figures with clear eyes, tried the UX and had a "holy shit moment", and were able to size into it at absurdly cheap prices (sol arguably shouldn't have broken below 40-60 dollars) if you're looking at $Stonk and stuff like solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR and wondering "why isn't this higher", it's because there's artificial information asymmetry on the tl. and this is part of why the opportunity is screaming-hot

Any geopolitical headlines or handwringing around Russia/NATO is a spectacular opportunity to buy dips. I don’t talk about this (this account is focused on crypto) but I’ve been very plugged into the osint community around the Ukraine conflict since before it even broke out. In the four years it’s been active, Russia hasn’t come close to achieving its operational goals, and the material losses it’s endured are so staggering that it almost defies description. The attrition and lockup of its dwindling resources is in full view, with critical infrastructure getting successfully hit over a thousand km behind front lines. Oil refineries and wildberries is the tip of the iceberg. And sort of implication that Russia is willing to open a second front of hot conflict on a NATO country is genuinely laughable. Crypto dips on this sort of thing are an instant buy

One of many great high level theses for stonk fun I’m watching spawn in on the tl You know a narrative is going to be explosive when there are people stopping their usual “hey I like this bag” and putting out long format pieces Btc is 50k below ATH and I’m genuinely excited for how weird this is gonna get when 4 year cycle bulls pile in and volume rockets 10x Stonk fun is burning .25% of the supply on even slow days. This is gonna get wild

Pretty crazy how @LaunchOnSF distributed over $60M in rewards in just a few weeks of being live. We had some amazing runners like: - ZCAT, KNOTS, NEARKAT and so on Only possible on @solana

this is a really important post, and i think massively illustrates why the solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx fun eco has changed the way people trade for the upcoming cycle, in a profound and disruptive way (for the better good). please read what i've quote tweeted here. i'm singing the gospel, but there are still so many people who it hasn't clicked for yet. the token design makes holding the most profitable thing you can do. and it also *feels* way better - no more anxiety-spurred schizo rotations between coins and metas just to survive. it's the reason "the trenches are becoming a garden" is a phenomenon, and ultimately also great for solana as an ecosystem.

i find the level of PTSD on the TL right now genuinely astonishing. there are pretty well known people calling for "a local top" or some sort of big pullback here i'm focused on solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx fun eco (solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS etc), but let's take RH chain, which is also a smash success: the entire TVL of every single token on RH chain, including PONS (the main launchpad and RH chain 'largecap') in aggregate, ie combined, is lower than the market cap of *whatever the fuck* "book of meme" was last cycle (if you don't remember, it's some weird ruggy opportunistic crimed-up coin that popped up after wif took off) like that came and went in a blip, and nobody remembers it. again, the ENTIRE TVL of THE ENTIRE CHAIN on RH is *less* than a single (shitty/fleeting/forgettable) coin from prev cycle, and there are people out there saying "yeah guys, i think that's a wrap for a while. we really got ahead of ourselves here. we got a double ration of mealworm-pocked stale bread from our prison masters, so we must be getting executed tonight" i think the previous-era (pre stonk fun eco, rh eco) meta memecoin trenches really messed people up. i use the analogy like "people are shaking in a piss-soaked corner, refusing to leave the cell long after the gulag was liberated" i'm afraid people forgot that "good things are possible" and "it can be early", and are just traumatized. if you're not experimenting with new coins, or generally finding some way to open up your wealth chakra right now, you're potentially sidelining yourself from what could be the biggest PVE wealth creation event we've seen in 5 years. don't be scared. come, bathe with us. if not now, when?

p simple train of thought on my thesis for this fall/winter and beyond. call me crazy, but: -@solana is doing really well -solana and its constituent platforms have tens of billions of dollars of resources to deploy to continue doing well -stonk fun is the runaway activity/fee/revenue driver of the chain, and has been for weeks, despite powerful competitors trying (and failing) to copycat its features -stonk fun has introduced tokenomics that incentivize people to hold and vibe, and let the little guy trading with a single wallet and an intuition for what he likes win again -solana gets a lot of good will and reputation cleansing because of the above (its last big hurdle in the way of enjoying a trust premium), plus platform/fee diversity from stonk fun, which hardens their business. -recognizing this, solana main is relentlessly bullposting stonk fun eco memes -STONK is a beautifully designed, fair launched, deflationary launchpad token (ie rather than VCs dumping and diluting the value of your tokens, they use fees to get you an even bigger piece of the pie just by sticking around) -all of the above gets way juicier when bull market takes off, for real (we're trading at only 5-10% of real bull market volume, there are only like 15 people onchain right now) -and solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx has a leading token (by mcap) in its ecosystem that airdrops STONK to your wallet nonstop, called solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS, similar to how runaway success ZCAT (which ran to 150m mcap in a vacuum while BTC dumped for weeks) airdrops you free ZEC. based on past comps, STONK could run to 10B and still be considered a value play. thinking much higher, and any/all dips are a gift. because doug funnie said so, diaperliquid.

if you've been here before, it looks, feels, smells, and tastes like nov 2023, or 2020 take your pick. if you forgot, or weren't here, multiple coins went multi-b within weeks, majors tripled. if you didn't, you're so bullish right now that it's hard to sleep. knowers know.

stonk fun burned .25% of its supply in a single day. while 97% of people that will trade onchain are still in bed, and BTC is trading fifty thousand dollars below its previous ATH this is in contrast to other protocols that 1) don't have a token 2) are dumping supply on your heads nonstop, potentially to the tunes of billions of dollars in some cases, to pay off VCs and early investors to pay them back for their flatiron office's air hockey table $stonk is a 10b protocol, solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS earns stonk, and we're so early to this new path for memecoins, that exchanges and tax software is still barely figuring out platform issues so much higher.

i'm someone that sings the virtues of taking profit systematically, relentlessly, and early. that said, there's no worse trading mistake i see, than someone who buys a coin during some portion of the frozen wasteland two year long altcoin bear market we've survived, and that coin finally starts to do well, and goes "wow, after countless days of agony, doubt, and patience, the market is validating my thesis. let me respond to that by instantly smothering 1/3 of my profit potential in the cradle during what could be day 1 of a 400+ day long bull market" "taking initials" is prob one of the most -EV thing you can do in most situations in the early innings of a bull market

i remember fall of 2025, as a fervent bull, hard-fading the impact of "we sell the preordained 4-year cycle top" ancient BTC whales and then the market fell off a cliff. we're coming up on the "we buy the preordained 4-year cycle bottom" ancient BTC whales lessons in there.

BTC, and alts as an extension: Looks like we got like a "teach this in a schoolbook" reclaim + retest of the range midpoint anything can happen, but would expect a bounce higher here, esp off the back of regulatory bodies doing innovation exemptions for crypto, and enshrining coders as not liable for end-user hijinx i think we'll see alts higher alongside this, but i don't expect BIG pops under BTC 83k-84k, where things will really accelerate. one of those things: stuff like solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx eco (solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS, solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR, solana:6JrR1iqPdinYTNvNPWTR2P7e2wSJ1rwdsrKGyhnzjUVr being a recent escape velocity joinoor off the back of wif OGs adopting it) pumped while BTC was bleeding (like shockingly high), which was basically strength in a liquidity vacuum. these coins can do well now on this BTC turnaround, but the real "cup flows over" liquidity surge is really primed for when BTC puts in a new local high, which (gosh willing) will happen soon