doug funnie
@cryptoklotz
I need more allowance.
Verified to not be a degenspartan alt through chainlink proof of reserves
Starting a 1k - 100k trench edutainment challenge soon at FOMO
259 Following 26.8K Followers
i think one of the most powerful things about zcat is that it massively broadens the total addressable market for ZEC by giving onchain/memecoin guys a native vehicle to get their beaks wet on ZEC upside without leaving their home turf (memecoins)
basically the tent of ZEC folks just grew massively,
from: HTF majors guys, privacy zealots, "'what's hot' intracycle narr, but needs liquidity for size" guys,
to: this massive cohort of memecoin people, in addition to the guys above
they potentially get asymmetric memecoin upside they're used to, and then accidentally end up as ZEC whales within weeks-months just by holding the memecoin, and end up contributing buying pressure and memetic extensibility to ZEC
it's basically symbiosis, like nemo in a sea anenome, or flowers + bees type of shit happening on sol<>memecoiners<>ZEC. it's rare when organic stuff like this clicks and elevates both sides of two communities.
this is all happening in a vacuum, where majors haven't even moved yet, but all the early bullish july-august people + experimentoors are making their own alt season, while outsiders point to TOTAL3 not moving, and scratching their heads. it feels exactly like late 2023.
bullish zcat, stonk, sol, which are going to do great alongside RH chain stuff like pons.
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Interesting potential with $USELESS is that, if it passes 1B mcap, it creates a moment of “wait, this is possible again?” bullish intrigue, disbelief and adrenaline.
Memecoins hit 11B and a half dozen went multi B last cycle.
Last cycle then suffered not necessarily just from dispersion, but liquidity for alts rolled over right after trump’s inauguration, and never recovered.
A lot of people never looked at stats or visualizations, because BTC kept going up into a weak marginally higher ATH, so they just “felt” it, and it felt bad.
I think we’re poised to make the prev cycle look like a 2019 style echo pump in terms of the financial conditions that are lining up
I think social trading and frictionless truly consumer apps have *finally* solved crypto UX for normies, *and* might actually narrow dispersion through people 3:3ing the attention and clout around hero trades. We’re already seeing that, and it’s sustaining itself.
Once useless passes 1B, I think people start dreaming bigger again for where onchain can go. I feel like useless at 300m (as well as other newer coins) could get looked back upon as very, very cheap, as BTC and majors are still way, way below prev ATH
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solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk just recorded the second-largest 1hr short liquidation in all of crypto, behind only $ZEC (a $16.4 billion cryptocurrency!)
and here's where things get REALLY interesting:
literally every key metric is now at an ATH
except the price 👀
- $185m+ in 24hr spot volume
- $2.2b+ in 24hr perps volume
- $200m+ in CEX perps OI
- 9,600+ new holders in just 7 days
all of this...
for a $240m memecoin
every single one of those numbers is an ATH for solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk
and here's the craziest part:
these metrics weren't even remotely this strong when solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk was trading at its previous $450m ATH
the fundamentals and activity are exploding
while the price is still sitting almost 50% below ATH
i've seen this movie before
this kind of action is eerily similar to what we saw with $PEPE before its major expansion last cycle
first, the metrics started screaming
then the price caught up
and once it did...
there was no stopping it
$PEPE went from roughly $300m to $4b, cooled off, and eventually went on to reach $11b+
throughout this entire bear market, i repeatedly said that i believed solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk had the potential to be a $DOGE / ethereum:0x95ad61b0a150d79219dcf64e1e6cc01f0b64c4ce type runner this cycle
many laughed
many faded it
many ignored me
but increasingly...
the numbers are beginning to validate the thesis
and you can argue with opinions
you can argue with narratives
but you CANNOT argue with cold, hard data 👀
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i feel pretty strongly that the fact that we ripped 20k and had zero pullbacks *despite* gold/stock weakness + iran headline risk was the market telling (showing) you everything.
if we pump a little higher, we're going to start approaching the leading edge of the hardline "i'm not allocating until the guaranteed 4 year cycle bottom in october" people and their massive bid.
the pump that occurs when early "belief"/YCC/curr debasement reaction people run into the "i'm waiting for this timeframe to buy" zealots will catch a lot of people off guard
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what happens to all the sidelined capital when we get a bart denial and first higher high in a year?
BTC update:
85-92k waiting room.
onchain is going to go fucking nuts on this next leg up.
BTC update, a scant hour later:
i think there's a real risk this barts, but in the other direction bears think
diaperliquid
There’s a guy in my comments that chased me down a day or two ago, calling me a “retard” for being bullish pons, because it went down 15% on some random noisy candle.
It’s now up nearly 200%.
Instead of dunking on him (spiritually poor behavior), I’m going to silently buy more, and continue to enjoy the ride to 3-4b mcap as the whole space re-rates higher.
People that don’t shed their bear market PTSD and open up their wealth chakra will get left behind. Adjust behavior to adjusting conditions.
Because doug funnie said so.
Diaperliquid.
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INTEL: Pons hits a record $5.95M in daily fees, ranking 4th across all protocols and surpassing Robinhood Chain itself
> be me
> "alright, time to fund this 1k -> 100k fomo challenge wallet"
> hop onto coinbase to send a test tx to this new wallet
> go to send the rest of the USDC
> "sorry, gonna be a half hour.. to do a simple send tx"
dawg, it's 2026. what are we doing here.
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BTC update, a scant hour later:
i think there's a real risk this barts, but in the other direction bears think
diaperliquid
BTC update:
back to flirting with the underside of 78k
basically 1k away from looking like it wants to teleport higher. big day.
also: if it was going to bart, would've probably done so by now.
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BTC update:
back to flirting with the underside of 78k
basically 1k away from looking like it wants to teleport higher. big day.
also: if it was going to bart, would've probably done so by now.
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BTC update:
finally cooled a bit among gold, stocks down + new iran hot missile headlines.
still.. shocked we're hanging in there this high. even without bad headlines, cooling a bit would be simple chart physics.
not super sure on near-term direction
but if we reclaim 78k, then 79k, we probably teleport to 85k+
if not, prob just more chop here/nearby
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BTC update:
finally cooled a bit among gold, stocks down + new iran hot missile headlines.
still.. shocked we're hanging in there this high. even without bad headlines, cooling a bit would be simple chart physics.
not super sure on near-term direction
but if we reclaim 78k, then 79k, we probably teleport to 85k+
if not, prob just more chop here/nearby
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as an eth holder, even if i don't buy memecoins.. the great thing about this EXPLOSION of activity on RH chain.. tens of billions (coming up on a trillion dollars) of volume:
eth accrues hundreds, and sometimes thousands of dollars worth of fees.
every. single. month.
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interesting observing useless / bonk guy arc
a lot of people said "oh yeah as soon as this thing tanks, he's out"
-he stayed the whole bear. over a year.
-staked his reputation and credibility on it.
-bear is ending.
-he now has more visibility than ever, and still has useless front and center.
sol is going to be fine (i own a lot of sol, sol beta), but useless was the most successful meme of 2025, and continues to be a flagship while other sol coins flounder during this majors cooloff + RH narr
i have pretty firm conviction that useless reclaims prev ATH (~400m), pushes to 800m, and then has a good chance of going 1b+
my biggest holding on the meme side, alongside pepe and fartcoin
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as someone whose public memecoin trades did:
- $16k to $20m+ on $BONK
- $6k to $1m+ on $WIF
- ~$300k to $8m+ on $FARTCOIN
- low 6 figures to $1m+ each on both $PNUT and solana:7GCihgDB8fe6KNjn2MYtkzZcRjQy3t9GHdC8uHYmW2hr
- low 5/6 figures to $5m to $10m+ across $MAGA, $DOGEGOV, and the Roaring Kitty meta
all publicly documented last cycle
all while being clowned by an army of people telling me i would fail
over and over again
and over and over again, being proven right
i'm going on record again:
i believe solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk will be THE main memecoin play of this cycle
the next multi-billion-dollar $DOGE / ethereum:0x95ad61b0a150d79219dcf64e1e6cc01f0b64c4ce type runner
and here's the part people should pay attention to:
my conviction in solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is stronger than it ever was in any of the runners listed above
this is my signature memecoin trade for this cycle
the one i'm most willing to put my name and reputation behind
one day, people will look back at this period and wonder how solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk was sitting right in front of them
just like they did with the winners from last cycle
i've heard the doubters before
i know exactly how this movie goes
and i can't wait to be publicly proven right again
you can follow my solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk trade and watch it play out in real time on FOMO:
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I think the sol gravedancing is way overstated. Sol will do great. Coins on sol will do great.
That said, there’s the phenomenon of 100 guys like the below that cry out “I don’t rape coins! Not me, you can’t prove it!” as they stand there with poop and blood on their crotch
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@Waltonius can u name 1 single coin i rugged? post the CA and my wallets pls
coz you have just been yapping in a lot of ppls comments without any single evidence, nothing. just trash talking lies
as a washed, chopped, plumber chud unc, i like holding coins that have a good shot at surviving til market culmination (ie BTC topping, +/- a few weeks)
what are the memefi coins that are head and shoulders above others in terms of cementing their position as *the* memecoin for the right side pair?
AI is provably the winner for pairing to NVDA
what are the rest?
i feel like a lot of people might just spam their nanocap bags - looking for higher mcap cemented ones that aren't just derivs/vamp attempts/etc, and may be at or beyond escape velocity
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if you own a leader in a memefi coin (ai, memory, pharma), you’re potentially sitting on a literal goldmine
if you sell here, you probably would’ve sold goat, ai16z, zerebro, fartcoin, arc, etc. after the first few pumps too
zoom out and see the bigger picture
no fumble cards
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AI looks like a consensus bet to go to 1B+ (and it’s not even discoverable on coingecko/other normie platforms yet)
Even if you don’t hold it, that’s good news for the space.
As reductive as this is, coins can’t go above 1B until.. a coin goes above 1B
Once conditions show a new ceiling is possible, others will follow.
Respect the pump.
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This moment in time is the most obvious trade for BTC since post-covid stimulus.
Only way to lose here is getting chopped up fear-trading in/out based on the same tired headlines (like today - missiles, Iran, btc down $300, who gives a shit long term)
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By “grow our way out of it”, Bessent means we’re going to grow the supply of dollars by a preposterous amount.
Long Bitcoin or die.
hawkish warsh speech
gold dumps 8%
s&p starts rolling over
new iran missile tweets
BTC's correction in response to this, after ripping 20k straight, is going stone cold sideways.. yet bears are loud/cocky/gooning here
feel like we need to update the "bear psychosis starter kit"
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Kinda interesting time right now, analyzing memefi coins in two mechanistic camps:
1) coins that don’t reflect value to memecoin holders (ie you don’t get routinely paid/airdropped the right side of the pair, the RWA)
2) coins that do pay the RWA (there are a few examples
In a vacuum, you’d think the latter would go bananas
But the wrinkle:
the former has community-building memetic missions, and also, avoids having the mechanism block it from getting listed/compliance/tech issues
There’s clearly room for both - will be interesting to see which coins in each category cement themselves
What do y’all think?
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Feel like pump can 3x+, especially if solana goes above $200
Pons, based on revenue projections in the bull + their 80% burn can 10x from even here
If stonk keeps it up, it could be a monster trade. Which is why I added a small amt two days ago and held through the dip.
Zoom out.
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Not fudding just showcasing how destitute Solana is
$PONS at 250M with 4.5m monthly rev
$Delta at 30m with like 10k in rev???
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx at 17m with 1.3M monthly rev
I have a feeling a lot of Stonk fans sideline themselves due to impatience though
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I had a change of heart on RWA paired memecoins the past few days
I initially midcurved it, identifying that the vast majority of these tokens don’t net you the RWA, or do anything accretive for the holders of the memecoin. Language around that is all fugazi.
But that doesn’t matter at all. Memecoins have always been a pure play on attention coupled with humor/irony. What RWA-paired memecoins offer is a novel avenue toward, simply-put, funny attention-grabbing things to happen, and narratives to play out.
One obvious example is mainstream media bait. If an RWA-paired meme is responsible for anything related to impacting the financials around the RWA side, that could spark coverage, kicking off a (my favorite) price-absurdity flywheel effect.
I don’t think RWA-paired memes kill or supplant non-RWA memes — they just offer many new colors and brushes on the canvas of memeticism and creativity.
Taking a dumb example, off the cuff - there was a coin last cycle called “LePregnant”, based off an image of a pregnant LeBron James. I thought it was hilarious, and bought some, but it (predictably) died.
What would make that coin 10x funnier? A LePregnant/Nike pair, with the mission to force Nike or LeBron to acknowledge it.
Eventually the first wave of obvious combos will come to pass, but curious which ones reach escape velocity and enter mainstream news.
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This is going to sound genuinely delusional, but:
I think, in an extreme blowoff, eth could go to 6k, or even 7k
