It’s not a bundle. Their launch pad works different than yours. 80% of coin was air dropped to 867 wallets that own a standard reserve bank charter when it graduated. The most tokens any one of those bank charters has is 2M coins. Those coins can’t be accessed unless they burn their charter which is big decision. It’s fair that you didn’t know how their launch pad works but now that you do will our pnl be restored?

I have a friend who bought the amc coin at 40k a few hours before the amc ceo randomly bitched about the tokenized stock because over the previous weekend the first coin paired with amc ran and the stock price onchain sky rocketed cuz more shares couldn’t be minted till Sunday night. And then a few hours after that tweet Vlad replied and the coin went from 0 to 150m in one night. He hit 2k to 1M upnl in one night. And got a lot of it out. Then the next day he sized into zcat at like 8M and it goes to 30M the next day and then Ansem tweets it and it goes to 130M. In the span of 72 hours he hit 1M upnl on 2 different coins. The point of this tweet is not that the trenches are back. The point is that I should have sold everything I held on chain as soon as that happened. It was a learning experience. Because there is no new money onchain. There is no new liquidity to support those moves and not have all of onchain die. Every coin that has gone up the last few months is because of crypto natives deploying more capital as btc bottomed. Retail got absolutely rinsed last cycle on memes. Each cycle we turn more ppl off to crypto than we onboard. There are no new users from RH yet. I don’t believe any of fomo’s numbers. One thing I’ve noticed over the years is that every cycle is different. 2017 was ICOs. 2021 was NFTs. 2024 was memes. None of them repeated so far. But I’m pretty sure that crypto kitties in 2017 got some press and had a run which signaled the nft cycle coming. And in the fall of 2021 shib went to 40B in like 30 days after being out for a year signaling the meme cycle coming next. And I think that mini AI meta in fall of 2024 signaled to us what’s next. It was obviously all bullshit back then but AI has sped up and crypto rails are the only way for agents to transact. It’s just obvious to me this is the crypto x AI cycle. I don’t even fckin use AI so I have no biases here. You make the most money in crypto speculating on what the next big thing will be before it happens. And I think what brings more new ppl into crypto this cycle will be cool crypto AI stuff. Interesting stuff. Stuff that makes ppl feel smart to buy. It’s certainly funnier to say you retired off Fartcoin but it’s cooler to say irl “yeah so idk man. This agent keeps reinventing itself and figuring out more ways to burn its token and bring in revenue and it minted this nft that holders could buy and get a share of the fees. It launched a prediction market on its site just for kicks and more fees. It’s like alive man. Thing is a genius. Yeah man hooks they are called. I think it means they are hooked into all the frontier lab data centers directly I’m not sure. Still doing my research but I’m already up on it 3x in a week”. If the coin is also memeable…it’s gg. Cryptos greatest onboarding cycles have alway come when people buying the coins feel smarter than ppl not buying the coins. They think they are smarter than their friend, co worker, big titty goth barista, whatever. And when ppl feel smarter buying something then they hold it longer which means those coins will run much higher. It’s just how I see the cycle playing out. Idk tho.

30 years ago in my 20s I had my entire nw in play on a blackjack table multiple times. I do not recommend this. There was no crypto back then. If there was I’d either be 9 figs today or more likely destitute. Now I’m in my 50s with kids and when I had a big year last year I pulled almost all of it into Tradfi. I had to. I have people that depend on me. I’m cognizant of the high risk game I play in crypto and I’m well aware of the luck factor in it. I kept my btc and enough onchain to try and run it back up again. My FA is outperforming me for the first time in years. Shout out Kyle. Hope you hit a 7 fig year for me twin. I haven’t looked at a single stock chart. I pay someone do to that for me. I focus on crypto and poker, the things I enjoy. Money makes money. The age old adage is true. The risk in crypto is incredibly high. That’s why you can make so much. Or lose it all if the wrong tweet hits the feed or the wrong liquidation engine kicks in. If you make a million in a night cuz a coin went from 0 to 150M you should 100% sell it all. There are infinite chances in crypto to run it up….unless you run out of money to take the shots. The more at bats you have the more home runs you’ll hit. Capital preservation is a very important skill in actually making it. Take some off the table kids. Listen to Kenny Rogers.

CT natives with money are simply not going to top blast memes. I remember in 2024 we’d look at token distribution and any coin with 3% holders was a hard pass. Now you have multiple ppl on social trading apps holding 3% of a coin like it’s not gonna get absolutely murdered. Pump fun hasn’t had a meme go to 1B since Fartcoin I don’t think. Low liquidity coins simply are not going to 1B. The only reason Fartcoin went as high as it did is it was a flawless coin and it had 20M+ liquidity on chain which was insane. You could clip in and out 6 figs with less than $100 slippage. Low liquidity coins aren’t gonna make it to 1B. It’s just math.

Holder counts on sol coins are completely meaningless. It’s extremely cheap to artificially inflate holder count on Solana. Compare chillguy holder count growth to Fartcoin and you’ll see. No one was inflating Fartcoin holder count.

Btc is telling us we are at the start of the bull run. Onchain has been getting slaughtered for 2 weeks and what I’m seeing is that virtually everything can be vamped. The only things that can’t be vamped are people. @vutnerable is the hardest working artist in the meme coin space. You can’t vamp that. He simply out works everyone making great art day after day. Cets will win. @PopPunkOnChain has spent a year building a new type of prediction market. Brought in a killer team and got backed by 3 premier VCs in crypto. You can’t vamp that. Pumpcade will win. @0xbeans has been in crypto for 10 years, has a ton of defi experience so he knows what works and what doesn’t and how to build defi that is sustainable long term. His last venture he built an entire blockchain and sold it Igloo Inc. You can’t vamp that type of experience. Standard Reserve will win. Ideas can be vamped. People can’t.

I lost a 14k big O pot yesterday heads up. Was just a bad spot. 8d10d5 flop and I had AQdJ9d2. Got check raised on the flop to 1k. Turn offsuit Q. He led 2500 and I went all in for 6k. River 2d. He had AdJd1097 and scooped the low with A7 and the high obvi. Diamond on the turn I can fold. Good thing is I was only in for 1k buy in on the day. Fml.

A lot of ppl bitching about coin prices onchain. But like some of the worst people in the space made millions the last 60 days. And some good people did the same. Everyone thinks start of a bull market means things just go straight up for 2 years. That’s not how it works. Theres massive onchain pullbacks after parabolic moves. If your goal is to make money, if you go on a crazy stupid run like turn 10k into a million or even 100k in a couple days you should 100% sell it all. Especially if it’s vaporware. If you believe in it you can always rebuy it much much lower. There are very few things that can’t be vamped in crypto. When I find unvampable things I hold them for very long periods of time.

It’s hard for me to relate to and talk to people who don’t have a standard reserve charter. Like someone without a charter will say in a chat “hey Dtrain hope you’re good” and all I can think about is how they aren’t gonna make it this cycle. Again. I feel bad but whatever.