Hunting Xโs not %โs
Valhalla
Joined March 2021
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The end of the memecoin bear is near.
I think the memecoin bear front ran the actual bear back in mid-January 2025, when Trump/Melania launched.
With that as the starting point, weโve been in the memecoin bear for 525+ days.
For comparison, the 2021 memecoin bull ended in late October when Shib hit a $41B market cap.
At the time, the entire memecoin market peaked around $88 Billion.
It then restarted 530+ days later in mid-April 2023, when Pepe launched.
After Pepe took off, memes went on a 2-year run and brought in millions of new participants.
The total memecoin market cap nearly doubled the previous cycle by peaking around $150 Billion.
Memecoin daily volume went from $1.1B in 2023 to $9.7B in 2024.
Now as we look forward, I think the main difference no one talks about is the participation.
During the 2022/2023 bear, most of the 2021 meme crowd was gone.
People actually left.
Now weโre in 2026 and a lot of the previous bull participants are still around and lurking because they didnโt win big enough to walk away.
Theyโre just sidelined, tired, and waiting for the spark.
Thatโs why I think our starting base of active/lurking participants is probably an order of magnitude bigger.
So, when the new bull run is ignited, we donโt just have a new cohort coming in, but we have a massive bucket of existing users ready to pour back in too.
So, with that, I believe weโre set up for the biggest memecoin season weโve ever seen.
DefiRabbitHole ๐ ๐ณ retweeted
ไนฐไบ็น $REDCAT๏ผ็ฎๅๆ็ๅฐ็ๅธๅผๆๅฐ็ Stock-paired Memeไนไธ๏ผๅไบ้ๅธธๆ่ถฃ
ๅฎ้
ๅฏน็ๆฏ็พๅฝๅ็จๆ ไบบๆบ่ก $RCATใTrump ๆ่ฟๅๅจๅผบๅ็พๅฝๆ ไบบๆบไพๅบ้พ๏ผ้จๅๆตทๅคๆ ไบบๆบๅๅ
ณ้ฎ้ถ้จไปถ็ดๆฅๅ ๅฐ 100% tariffใ
US drone policy โ $RCAT โ $REDCAT
ๆฟ็ญๅฌๅ + ็่ก็ฅจๅไบ + ๆไฝๅธๅผ๏ผ่ฟไธช่ต็ๆๆฟๆๅไธใ
0x54b463e9f765C4fCB18A1bE1E6B33d0F6ABAb401
dyor
only @o1_exchange
Donald Trump signs a proclamation to strengthen US supply chains for drones.
Benefiting U.S. drone component suppliers like $UMAC to UAS manufacturers like $ONDS + $RCAT.
TLDR, 100% tariffs on:
- UAS docking stations + certain critical components
- certain parts for >25 kg drones
- Drones >25 kg
25% tariffs on:
- broader components
UAS = Unmanned Aircraft System (don't have any positions in any above)
DefiRabbitHole ๐ ๐ณ retweeted
HAPPY FRIDAY
Reminder that it only takes a MC of around 7.5-8M for $REDCAT LP to soak up >50% of the tokenized $RCAT supply, causing a reflexive positive feedback that could majorly disrupt shit/make the news by Monday.
THIS IS THE KIND OF STUFF WE USED TO GET EXCITED ABOUT
๐ค Made with AI
Tesla is one of the biggest tech companies in the world
Attached to it is the most influential person in the world.
Its marketing is everywhere.
And the mascot pays you in $TSLA
Full $DANGER Thesis on Fomo fomo.family/profile/DefiRabbโฆ
DefiRabbitHole ๐ ๐ณ retweeted
$REDCAT
Go down my TL. Been documenting it.
teapawt.net/DefiRabbitHole/status/โฆ
The most important memecoin experiment happening right now is not a-meme-coin:native.
It's a flying cat attached to a real drone company with 30.4 million shares sold short and less than $180,000 of its tokenized stock available onchain.
The trenches have always been able to create attention.
This time, we have a chance to disrupt finance.
solana:B7Yt9TBjNSv3UwGfPQmJfgc5exSzf5Rq2ePVNux3pump is paired with tokenized $RCAT stock on Robinhood Chain.
There are only around 21,000 RCAT Stock Tokens onchain.
Less than $180,000 worth at Fridayโs close.
Meanwhile, 30.4 million shares of the actual company are sold short.
Roughly 22% of its tradable float.
If REDCAT gets real volume, demand for tokenized RCAT could overwhelm that tiny supply.
The onchain stock will continue separating from the real stock like it already has been.
The premium gets noticed.
Market makers will need to buy real RCAT shares to create or hedge more tokenized exposure.
The stock moves. Shorts feel pressure. More people discover REDCAT.
The actual company also has real tailwinds.
Trump recently imposed tariffs of up to 100% on certain foreign-made drones, giving US drone companies a massive boost.
We already saw Vlad interact with AMC and the BONER CEO follow its meme accounts.
Yesterday, RCATโs CEO was interacting with REDCAT.
People missed it.
Then add in the memetics.
A cracked-out, cross-eyed cat wearing a red Roaring Kitty-style eye mask.
The company builds drones.
The cat can literally fly.
REDCAT has the opportunity to prove that the trenches can create a true squeeze and make a real impact on a stock price.
If that happens, we change the game.
This cat can fly. ๐ฑ
0x54b463e9f765C4fCB18A1bE1E6B33d0F6ABAb401
DefiRabbitHole ๐ ๐ณ retweeted
robinhood:0xfde6b5d9bb419b10c23268c74e369abff39c0460 has a meme token $ REDCAT on RH sitting at a 300k mc. RCAT holdings is lowest mc company trading on RH right now.
Everyone is looking for a short squeeze opportunity and they are missing whats right in front of them. Also amazing memetic potential from the @redcatdrone team
teapawt.net/DefiRabbitHole/status/โฆ
$REDCAT
RCAT (Stock) is being heavily shorted.
Redcat (Memecoin) is putting pressure on it.
Since close Friday, the memecoin has pushed the stock premium over 20% on chain.
A 10% move in the stock creates $25M of pressure.
A 25% move creates $64M of pressure.
A 50% move creates $127M
Do you see how this gets stupid?
The cat can fly
0x54b463e9f765C4fCB18A1bE1E6B33d0F6ABAb401
$DANGER seems wildly undervalued
I wrote 5 Reasons why Tesla's Cyber Cab mascot is completely mispriced
fomo.family/profile/DefiRabbโฆ
Someone just asked me, โWhere is the bottom on yolo-2:native?โ
Six feet underground.
Thatโs the bottom.
The thing people misunderstand about culture coins is that culture doesnโt have a catalyst.
There is no product launch weโre waiting for.
No announcement that needs to happen.
No date circled on the calendar where everyone buys the rumor and sells the news.
Culture coins are roller coasters.
They go up. They go down. Sometimes violently.
But itโs actually at the bottom of those roller coasters where the culture expands.
Most coins spend their entire existence trying to manufacture the next reason for people to buy.
Price goes up, everyone waits for their chance to sell, and eventually the chart Christmas trees back to zero.
Culture works differently.
The ups and downs slowly filter people.
Tourists leave.
Traders move on.
Weak hands get bored.
And whatโs left are the people who actually understand what they own.
People who identify with it.
People who want to spread it.
People willing to hold it longer because somewhere along the way, the purchase stopped being analytically driven and became emotional.
It moved from the brain to the heart.
That is deeper.
And thatโs why real culture can expand over time.
It doesnโt need to go from zero to $100 million overnight. In fact, Iโd rather it didnโt.
Because when culture compounds slowly enough to find the right people along the way, eventually you can build something sustainable where everybody has a chance to eat, not just a handful of insiders waiting to dump on the next catalyst.
yolo-2:native has no roadmap, but it has an expiration.
The expiration date is six feet underground.
YOLO mfer
DefiRabbitHole ๐ ๐ณ retweeted
this is my job as a 100K follower dude.
i give u straight lay ups now.
i am not gonna push slop that i have bundled im pushing fucking narratives.
pls follow this account and look at the stats and updates he posts.
should be a no brainer.
