
Frontrunning your favourite influencers for breakfast / world peace đâŽď¸ main guy at @Alder_cash / Hanging out in doctaahâs cabal
Joined April 2022
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How is this cycle different from the last ? What are some of the early signs pointing to it ? ( itâs in Hindi )
youtu.be/lD-i-F4Cxy4?si=lltdâŚ
Agonybeard retweeted
I am not a fan of memecoins, but I can't deny that its revenue metrics look great.
Just in the past 30d, Pump earned $46M in revenue, and $30M of that went to token buybacks.
You guys gotta realise not every buy is a generational buy , at 60K or even 50K bitcoin is âundervaluedâ but when it goes to 35K itâs no longer âundervaluedâ but something gone wrong/failed experiment
MY prediction : we will be atleast 1% higher in the next 6 months ( words of a pseudo bull filled with ptsd )
The only good thing out of this pumpfun kimchi situation is that I might get a bigger dip to size up harder on solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn
I donât think there are much coins that make sense when you want to be sizing up a cash cow protocol at this stage of the market and pumpfun is definitely one of the few ones still making sense , I couldnât imagine writing this tweet myself a few weeks back but I am cause this is where my belief of where this cycle is headed takes me
A lot is different this cycle , it is the business cycle and you can do nothing about it
Real cash flow + higher TAM aligned narratives is the key
Would start doing more content regarding this and K shaped thesis
Agonybeard retweeted
Just In: Pump App added gacha style pack ripping
Packs range in price from $25 to $5,000 and span Pokemon, One Piece, Sports, Watches and more
đ¤ Paid partnership
Agonybeard retweeted
PUMP thots
Basically, I hate Pump for what it represents in crypto, I hate the type of people who like it, who profit from it, and the cultural shift it's caused
However I made it my 3rd biggest bag overnight because it simply won't die
It's managed to last the bear with good revenue (if faked, no one has seemingly been able to provide proof for over a year so I have to assume its potentially real).
The team has managed to survive a vamp attack, led by stonk/ray/sol fdn, and absorb/implement the innovations of that team + more, within like 3 weeks of its launch. (giving uniswap vs sushiswap vibes here)
The biggest PMF for crypto besides stablecoins has been speculation/degeneracy, it broadly comes in 6 forms
the core idea of buying selling tokens (CEXs, DEXs) perps (HL, Lighter), options (HL, derive, but overall a much lower margin and total revenue business), prediction markets (poly, kalshi, HL soon), onchain degeneracy (pump) and maybe gatcha.
Pump will, inevitably, given it's lasted 12 months in cockroach mode, expand into other areas again, while it's core meme/shitcoin business blows up w/ the bullmarket too. The expansion into HL front ends and cutting fees to juice app are both growth plans, and they'll have more stuff to try up their sleeve.
It has mindshare, it has haters, it is discounted vs other degeneracy platforms for mcap vs revenue to token holders (400m rev on 2b mcap vs HL which is 800m rev on 18b mcap).
Seems a no brainer to run to 10b+ mcap, and i'm here to make money so...
Agonybeard retweeted
backed up the truck on pump tapping weekly trends
can't believe I'm saying that
added a lil to ENA but basically got bids for it at weekly trends
ZRO and ZEC too, same plan
rest meh
Give me 77K and absolute DEATH please and thank you
Main spots for accumulating remain Ethena pump and ethereum
Smaller size trades on layer(zero) , ethfi and syrup
Agonybeard retweeted
Replying to @degengambleh
yes, i give it 90% odds 58k was the cycle bottom, and also that 4 yr cycles will diminish in relevance from here, though it'll be like your voice echoing through a canyon over time
Okay so the cabals got me and I am now supposedly bullish on $PUMP even after the fact that it has 40M dollars in unlocks every month
Started a bag here and will add on dumps , ready to be raped
Replying to @Agonybeard
ct was scared the entire way to ATH last cycle
Nothing is an echo bubble lol , we will come back and the structure is bulla , early bull wall of worry to climb and it always works allocating here
Time to actually LOCKIN , research and then execute at right times , spot only leverage exposure next to 0 and thatâs it












