“New chain good, old chain bad”
“Old chain good, new chain bad”
“Launchpad here good”
“Launchpad there bad”
Doesn’t matter.
“Solana or Robinhood” — Doesn’t matter.
Most will never directly interact with a chain again. Anyone entering crypto now comes through fomo, pump and soon twitter, without ever having to think about keys or gas fees.
In such a regime, novelty is all that matters.
Currently, most innovation is happening on robinhood, with replicas of it being deployed elsewhere: doesn’t mean they’re bad, just means they’re pointless.
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Conviction just keeps getting harder.
Boner already drives >2% of Hims volume.
No, not just their tokenised stock.
Their actual stock.
I'm long a lot of assets in the LONG ecosystem but honestly I have a gut feeling $BONER is going to take over the top spot
The meme value and general acceptance from the HIMS community is going to become too big to ignore
Money where mouth is
HARDER
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There’re accounts here that I know irl, worth >$10m with <5k followers, worth >$100m with <500 followers.
There’re also accounts here with >50k followers but <$100k to their name. Almost always a result of lifestyle inflation or overextension. These are accounts you know very well.
I.e. social validation is a terrible metric to gauge someone’s competence.
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When everything’s down,
Relax.
When only your asset is down,
Ask why.
Once in a cycle type of play.
Hot take: most of the utility tokens you’re buying thinking they’re backed by fundamentals will burn you more than most of the memecoins.
You don’t realise it now, but our truth terminal is andrew dudum, and the first-mover in meme/stock pair acceptance carries a huge memetic advantage.
Until $200m: fartcoin needed truth terminal. After which, it became a meme devoid of it, standing on its own.
Similarly, until $200m: Andrew’s catalysts will help, after which it turns into a meme/stock devoid of his support where the hims community along with the rest of retail + wall street start paying attention.
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This week on the LONG ecosystem attention metrics:
BONER & AI have now held 1st and 2nd place respectively for the second week in a row.
INU has skyrocketed in attention this week after @theunipcs added a position, surpassing MEME. Now holding 3rd spot.
Others like SCHIFFY have also seen an uptick in attention and have flipped MEME's numbers the past two days.
Will be sharing these insights weekly, exclusively about the @longdotxyz eco.
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Zcash is the left curve privacy play.
Near is the right curve privacy play.
Both right.
In crypto, I only talk about my on-chain book, because the rest of the market talks about my off-chain book for me.
Near + Hype + Bitcoin.
At least buy $ai and $boner then log off
You will be comfier than almost all of CT
Scared to sell — because there’s nothing better I can buy once I do, so I’m just going to let the money stay in the catalyst factory with the most confluence + newsworthiness, as it grows into the memetic posterchild of the meta.
Squeeze.
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Midcurvers: it’s too crude.
Forbes: hold my boner.
At this stage if you dont understand what's next for $Boner I can't help you
2024 deja vu. Once in a cycle type of setup.
Boner, in Forbes.
I.e. memetic poster child of the meta.
Majors up.
On-chain bleeds.
Majors bleed,
On-chain up.
Guy that can’t hold wants to get rich.
