Solana Bull Cycle. Crypto Class of 2017. Steadily Sending Fiat to the Curb. @Curb_Capital- Venture/Partnerships.
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Joined June 2017
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POV: The moment Jensen Huang and Alice got caught in 4K 😭💀
Nvidia $zcat
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energy -> attention -> pa
zcat holders all over my timeline largely active with the coin down 92%, 14x away from ATH
chat just cracking jokes which is weird because like, price is so down bad
still love this coin and am oddly more bullish on it here at lows than i ever was
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sober thoughts on solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR
- short term btc / crypto price action will get worse, and naturally onchain will also
- hard for me to believe that onchain won't eventually come back once btc inevitably comes back
- reflections are a net new innovation that memes in the past have never had before - giving memes a real utility/value
- zcat is by far the #1 reflection
- every top meme came back even higher once btc found strength
- no gaurantees by any means but imo zcat is more than likely a top 3 meme of this cycle
onchain will rise again
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The future of @solana could have a lot more STONK in it.
There’s something interesting taking shape around @LaunchOnSF and its ecosystem. It’s not just about launching tokens; it’s about building an environment where projects, communities and creators have more ways to participate and grow with rewards.. just by hodling.
$STONK sits at the centre of that ecosystem, while projects like $KNOTS, $ZCAT, $KNOWER, $ANT etc add their own identity and incentive layer to the mix.
The opportunity is bigger than any single token. It’s about what happens when the ecosystem keeps developing, communities stay involved and more people find reasons to build within it.
Still early, still evolving, and plenty left to unfold.
Bullish on STONK. Bullish on KNOTS. Bullish on the ecosystem.
in nov 2023, we saw meme coins on solana really take off once SOL finally broke out of accumulation >$50 (pictured in blue is WIF)
in nov 2026, we will see meme coins on solana really take off once SOL breaks upwards past $100 again (pictured in green is $ZCAT)
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yup.
with stonk eco, whether it be stonk (the token) itself, zcat, knots, sndk, any other bigger coin i like
i'm looking at two things to make holding through this downtrend as simple as possible. if i can answer 'yes' to either of these, picking up the ball and going home is easy:
1) did BTC macro top for the cycle?
2) did something new/shiny/better surface to replace it, during pullback/mini-bear PA?
answer to both right now is an emphatic "no"
seen this movie before. been in it before.
selling at the bottom and then watching BTC string together a single constructive week of PA, and every single high-mindshare new-era token teleports 5x higher.
pretty easy to just hold and wait
in nov 2023, we saw meme coins on solana really take off once SOL finally broke out of accumulation >$50 (pictured in blue is WIF)
in nov 2026, we will see meme coins on solana really take off once SOL breaks upwards past $100 again (pictured in green is $ZCAT)
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Privacy cycle, real
I’ve been rewarded nearly six figures worth of ZEC simply for holding ZCAT
Imagine what those reward payouts could look like with sustained bull market volume.
I’ve seen a lot of people talking about sizing into ZEC over the past few days, and I think they're overlooking a pretty interesting opportunity here.
You can legitimately gain exposure to arguably the alt of the cycle through a memecoin, while still capturing the asymmetric upside that makes memecoins so attractive in the first place.
ZCAT is currently:
~7x from its previous ATH
~40x from a $1B market cap
The reflexivity here is what makes this so interesting to me. More volume generates more ZEC rewards for holders, giving you additional exposure to the very asset driving the narrative.
As a ZEC bull, why wouldn't you want some exposure to a memecoin that continually accumulates more ZEC for you, while offering the potential for exponential upside itself?
You're essentially getting paid to hold a leveraged bet on a narrative you already believe in
Mirage's port is a perfect representation of this reality
at current $ZCAT prices, the $ZEC i have received simply for holding $ZCAT is worth ~25% of my $ZCAT position
this coin automatically takes profit on my behalf (in the form of $ZEC) while also hedging against the volatility that comes with memecoins
nobody will care whenever i decide to aggressively take profit on $ZEC; no social connotations, no liquidity issues, no supply overhang, etc. and that’s why i’m going to continue letting it stack (although, i could use it for other trades as well)
it’s basically the best coin ever, and you can manage your risk in holding it by simply sitting back & stacking up your passive $ZEC rewards — this happens automatically
my cost basis for this entire trade remains @ $3.75k, and so it shall remain
the cat’s in the bag,
mirage mode
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Many undervalued coins atm but solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR still has the most upside imho.
- The genesis rewards meme coin
- 180m marketcap just last month
- Zooko/mert/sol recognition and support
- Strongest holder score onchain
- 9,000 ZEC coins bought and distributed to holders so far
- Strong cohesion between united blockchains ZEC and SOL
- ZCASH community aligned
- Widely recognized as “the zcash meme coin”
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I’ve now doubled my ZCAT position, sitting at about 1%.
My conviction has not wavered whatsoever throughout this retrace. The coin is only two months old, we’re operating on a longer time frame
As I said in my last callout, if zcat can capture just 1% of the magic from the ZEC community (the underlying reward asset), it’s a cycle winner
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at current $ZCAT prices, the $ZEC i have received simply for holding $ZCAT is worth ~25% of my $ZCAT position
this coin automatically takes profit on my behalf (in the form of $ZEC) while also hedging against the volatility that comes with memecoins
nobody will care whenever i decide to aggressively take profit on $ZEC; no social connotations, no liquidity issues, no supply overhang, etc. and that’s why i’m going to continue letting it stack (although, i could use it for other trades as well)
it’s basically the best coin ever, and you can manage your risk in holding it by simply sitting back & stacking up your passive $ZEC rewards — this happens automatically
my cost basis for this entire trade remains @ $3.75k, and so it shall remain
the cat’s in the bag,
mirage mode
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Every pre-bull run there’s a 100x with infinite ponzu wif size lurking in the silence that nobody expects can happen, so to steal some data from @_imagyn re : solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR
$ZEC airdrop rate @ 500k volume per day:
$2389 zec /hr
$57,000 zec /day
1m coins held - 2k/mo
@ 5m 24hr rolling vol:
$23,890/hr
$575,000/day
1m coins held - 17k/mo
@ the 20m other memefi is doing?
$95,960/hr
$2,200,000/day
1m coins held - 68k/MONTH
///
To mine roughly the same amount that zcat makes you you’d need more than around 15 Antminer Z15 Pros running 24/7.
That’s roughly $80K–$100K+ in ASICs alone, before electricity, cooling, maintenance and infrastructure.
Accumulate at least 1M and raid @mert / @RaydiumEco / @0xINFRA / @mst1287 / @RaydiumEco / @LaunchOnSF / @SolanaFndn for the WIF / SHIB / FLOKI / BONK type wealth effect that also nets you @Zcash for the old DeFi summer type times
ZCAT pulling “blue chip” numbers would be a MM’s and T1 CEX’s dream. @cobie is a ZODL guy. Perhaps @HsakaTrades or GCR return for it. Non zero chance
Aside from flipping the stock market I see no other real new paradigm that can make people wide eyed and say “holy shit”
Fries will not go in the bag. The bag will go on the anonymous cat
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Out of ALL the top meme coins, $ZCAT continues to have the strongest holder metrics. and NOT by a small margin, either.
Why?
Because the holders are sent ZCASH every single day. Because the holders have held multiple 0-$1 coins
Because the holders know what they hold
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Owning zcat gives you zec at any price
it’s a billion dollar runner man & it’s incredibly obvious
Ansem reveals he's planning to go full port on $ZEC if the market dips further
“I think I'm a full port Zcash, bro”
“I've been thinking about what do I buy if the market really does nuke like this, right now I'm in the camp that ETH goes to 1800, Bitcoin goes to mid to high 60s”
“If that happens, what alts do I want to buy? I think I want to buy Zcash at like 750, if I get Zcash at 750, I think you just blind slam it, bro”
