I’ve been watching $牛来 $NIULAI since the first leg and the longer I watch it, the more I think the market is completely mispricing what the meme actually is. Everyone keeps anchoring it to the movie. Movie hype dies = coin dies I think that’s where most are wrong. The movie was the catalyst, but the meme is what makes people stay. 牛来 literally means bull is coming. Brother we are traders. We have spent our entire lives praying for the bull to come and now there is literally a fucking bull called BULL IS COMING staring us in the face while the market starts waking up You cannot script this shit fr Good name. Good character.
Good visual meme.
Perfect crypto meaning. At some point it stops being “that meme from the movie” and simply becomes THE BULL MEME. Obviously I have bag bias and I have an invalidation level in my head. But if my thesis is right + Binance decides it wants to violently claw back meme market share… I genuinely think we’re discussing 牛来 at 9-10 figs eventually. The funniest part will be watching everyone finally understand the meme after the bull has already come.

one of my highest conviction holds right now is $microduck i bought it near ATH around 15m because once i finally did my dd, the asymmetry looked obvious this isn’t just another random AI meme you’re betting on a physical AI/robotics product with Nvidia ties that people are already rushing to order to me, it has that iPhone of robotics potential once people start receiving them and timelines get flooded with videos, the meme basically markets itself then you have the CEO repeatedly retweeting the coin page $AI ran toward 300m so why can’t something more visual, viral and normie-friendly reach the same parity? people always understand the thesis after price validates it at 10m nobody cared at 30m they start getting it at 100m they’ll say it was obvious i still think 30m is hilariously mispriced

An interesting protocol I’ve been watching closely is $GAIA @gaiadotfinance Only ~9 hours left before the auction closes, so there’s still time to do some DD The idea is actually pretty fucking interesting. Traditionally projects raise in stables or ETH. GAIA is building an auction pad where projects can raise directly against tokenized stocks instead. SocialFi project? Raise against META. AI project? Maybe NVDA. You get the idea. It basically turns tokenized equities from something you just hold/trade into actual fundraising rails. I’ve spoken briefly with the team about their plans and, conceptually, this makes a ton of sense to me, especially on Robinhood where stocks + crypto are already converging under one roof. Obviously the real test comes after launch: can they attract quality projects and actual traction? There are risks too that I’m aware of. Undoxxed dev, uncapped raise, early-stage product. But at the current ~90 ETH committed, the auction is implying roughly a ~$1M FDV for $GAIA For something attempting a completely new fundraising primitive, I think that’s cheap enough for me to take the asymmetric bet. Committed 10 ETH myself and I’ll be watching the auction into the final minutes. If I get diluted hard, I may add more. Could be something big or I could lose it betting on an idea that is unique to Robinhood ofc this is NFA and if you do plan to commit please use my ref link below for 5% more tokens