LIVEcryptic1
@Square-Creator-902e6c9c86d7
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Been adding from the below list past two days.
Whatever happens in the short term, there’s a high probability we’ll be trading higher in the medium term-long term.
Markets historically will pump into eoy post elections, regardless of who’s won. Will this time be different?
For size
$Fwog
$Mumu - lots sleeping on this imo
Culture
#Manifest
Ai
$Act
$Wmm
$Zerebro
Smaller caps
$Catana
$Manyu
$Rzlr
Btc
$Pups
What am I missing?
Whatever happens in the short term, there’s a high probability we’ll be trading higher in the medium term-long term.
Markets historically will pump into eoy post elections, regardless of who’s won. Will this time be different?
For size
$Fwog
$Mumu - lots sleeping on this imo
Culture
#Manifest
Ai
$Act
$Wmm
$Zerebro
Smaller caps
$Catana
$Manyu
$Rzlr
Btc
$Pups
What am I missing?
The consistency of opportunities on Sol right now is just unrivalled
Yes there’s a few Eth memes I like but at this point in the market I prefer Sol and am 100% allocated to Sol (and memes)
The upside is considerably more favourable. There’s opportunities far more regularly, almost every week there’s at least one big runner.
If you think in the last few weeks alone we’ve had goat, gnon, act, luce, magnet and that’s just off the top of my head. Plays which have done 100x + in a matter of days. The type of wealth generating plays that draw people into crypto.
Additionally, multiples happen on a much shorter time scale on Sol plays ie a 2-4x can happen in hours or 1-2 days whereas it can take weeks-months on eth.
When I miss an opportunity, yes I wish I was in but I’m always excited at how many sol gives us and I know there’s gonna be more very soon.
So taking it all into consideration I see the r/r of solana plays considerably better at this point.
And I say at this point because we all know how dynamic crypto is and how fast things can change. If suddenly there’s consistent runners with volume on eth I’ll change focus but right now it’s clear that my attention is best concentrated on Sol.
Yes there’s a few Eth memes I like but at this point in the market I prefer Sol and am 100% allocated to Sol (and memes)
The upside is considerably more favourable. There’s opportunities far more regularly, almost every week there’s at least one big runner.
If you think in the last few weeks alone we’ve had goat, gnon, act, luce, magnet and that’s just off the top of my head. Plays which have done 100x + in a matter of days. The type of wealth generating plays that draw people into crypto.
Additionally, multiples happen on a much shorter time scale on Sol plays ie a 2-4x can happen in hours or 1-2 days whereas it can take weeks-months on eth.
When I miss an opportunity, yes I wish I was in but I’m always excited at how many sol gives us and I know there’s gonna be more very soon.
So taking it all into consideration I see the r/r of solana plays considerably better at this point.
And I say at this point because we all know how dynamic crypto is and how fast things can change. If suddenly there’s consistent runners with volume on eth I’ll change focus but right now it’s clear that my attention is best concentrated on Sol.
$Moodeng and $Fwog are my two favourite larger cap sol memes and what I love about both is the simplicity of the thesis for them:
Moodeng
-Cheapest memecoin on Binance
-Normie recognised as viral on Tik tok
-When retail comes they ape cex coins. Not onchain. Moodeng is recognised by heaps of retail and it’s the cheapest available one to them. Spot listing should come
Fwog
-Pepe of solana. Simple. Makes so much sense to me.
-Holders and community are seriously diamond handed. I love how little traction it’s had too relative to its market cap
Two obvious bets for multiples here if you like larger caps on sol for trades with size
Moodeng
-Cheapest memecoin on Binance
-Normie recognised as viral on Tik tok
-When retail comes they ape cex coins. Not onchain. Moodeng is recognised by heaps of retail and it’s the cheapest available one to them. Spot listing should come
Fwog
-Pepe of solana. Simple. Makes so much sense to me.
-Holders and community are seriously diamond handed. I love how little traction it’s had too relative to its market cap
Two obvious bets for multiples here if you like larger caps on sol for trades with size
AI plays will come and go, but those of real substance will remain and grow in stature
After all the fud, and after the initial dev selling, the $Act chart looks like this
Break $0.035 and new highs await.
If $Goat is the Btc of this meta
Then $Act is the $Eth/$Sol https://x.com/crypticd22/status/1851166318088597556/photo/1
After all the fud, and after the initial dev selling, the $Act chart looks like this
Break $0.035 and new highs await.
If $Goat is the Btc of this meta
Then $Act is the $Eth/$Sol https://x.com/crypticd22/status/1851166318088597556/photo/1
Last week $Act hit a 79x from my public call.
I want to tell you a bit about conviction today.
People were slagging me off 15mins after I initially posted about it. Saying I’m just making up things for a pnd.
After it rallied 50x in 4 hours, it then crashed 90%.
People were calling me a scammer. I was getting dms with abuse and hate. It would have been easy to dump my bag and stop posting about it. But I continued to bull post at the bottom, even bought into the chart with @YagamiTailor to help form a bottom.
Conviction is holding through the good and the bad.
Conviction is continuing to believe in your thesis when no one else does.
Conviction is ignoring everyone who tells you you’re wrong and you’re stupid/a scammer.
Conviction isn’t easy
$Mubi 100x
#Pandora 60x
#Manifest 30x
$Act 79x
The above sound great but none of them were easy. You have to hold through huge drawdowns, sometimes over months, take abuse, doubt yourself, question your thesis, question your ability.
I’ve said it before and I’ll say it again, there’s numerous memes with great narratives. Majority of these will pump. The key is finding ones with narratives that you can fully get behind and believe to make sure you have conviction. If you don’t, you’ll be shaken out from the volatility.
@idrawline is the perfect example of what I’m talking about and he’s done it publicly for everyone to see. He picks coins he can build conviction in and he holds through multiple big drawdowns often spanning months. Look at his portfolio growth this year. Volatility is the price to pay for big returns. Learn to ride it or you will lose this game.
And always remember, conviction is how you win long term.
I want to tell you a bit about conviction today.
People were slagging me off 15mins after I initially posted about it. Saying I’m just making up things for a pnd.
After it rallied 50x in 4 hours, it then crashed 90%.
People were calling me a scammer. I was getting dms with abuse and hate. It would have been easy to dump my bag and stop posting about it. But I continued to bull post at the bottom, even bought into the chart with @YagamiTailor to help form a bottom.
Conviction is holding through the good and the bad.
Conviction is continuing to believe in your thesis when no one else does.
Conviction is ignoring everyone who tells you you’re wrong and you’re stupid/a scammer.
Conviction isn’t easy
$Mubi 100x
#Pandora 60x
#Manifest 30x
$Act 79x
The above sound great but none of them were easy. You have to hold through huge drawdowns, sometimes over months, take abuse, doubt yourself, question your thesis, question your ability.
I’ve said it before and I’ll say it again, there’s numerous memes with great narratives. Majority of these will pump. The key is finding ones with narratives that you can fully get behind and believe to make sure you have conviction. If you don’t, you’ll be shaken out from the volatility.
@idrawline is the perfect example of what I’m talking about and he’s done it publicly for everyone to see. He picks coins he can build conviction in and he holds through multiple big drawdowns often spanning months. Look at his portfolio growth this year. Volatility is the price to pay for big returns. Learn to ride it or you will lose this game.
And always remember, conviction is how you win long term.
$Goat leads. It’s going to break $1billy and likely do more. A $Pepe or $Wif type of run could be on the cards here. Even if you’re not in $Goat the wealth effect of this will mark the start of onchain mania, in fact it already has.
$Goat will then consolidate.
That’s when the rest of AI memes move. Maybe some will get front ran but it will come.
Patience.
$Goat will then consolidate.
That’s when the rest of AI memes move. Maybe some will get front ran but it will come.
Patience.
Yesterday with $Act at $50mil, people said it can challenge $Goat
Today, at $9mil, people are saying $Act is worth 0.
As always, the likely outcome is probably somewhere in between these two scenarios but think about this, all that’s changed is the dev made a thoughtless tweet.
The thesis remains unchanged. You just have a chance to enter for a 82% discount instead now. I have attached some shots which add credibility to $Act but I would urge you to read up on the thesis yourself.
As I said yesterday, the real winners of this narrative are the projects which bring something unique and carry their own story. Something $Goat, $Gnon and $Act all have in common.
Avoid plays which are just words used by $Goat, or plays which are derivs of the above. They will be highly pvp and short lived in their lifespan.
Today, at $9mil, people are saying $Act is worth 0.
As always, the likely outcome is probably somewhere in between these two scenarios but think about this, all that’s changed is the dev made a thoughtless tweet.
The thesis remains unchanged. You just have a chance to enter for a 82% discount instead now. I have attached some shots which add credibility to $Act but I would urge you to read up on the thesis yourself.
As I said yesterday, the real winners of this narrative are the projects which bring something unique and carry their own story. Something $Goat, $Gnon and $Act all have in common.
Avoid plays which are just words used by $Goat, or plays which are derivs of the above. They will be highly pvp and short lived in their lifespan.
