Fwogud retweeted
Finally sat down and wrote out my solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp thesis in long form
I think the market is massive mispricing them due to a poor understanding of gacha economics and thinking collector crypt is a niche pokemon app
I make the argument that they have the best money printer in crypto and are becoming the core infra for the entire tokenized collectables space. Along with massive catalyst coming soon.
I truly think CARDS is a once in a cycle sort of project and is my highest conviction position in my portfolio
Fwogud retweeted
First post.
Might as well make some noise.
Welcome to Ripmart.
Buy Live. Sell Instantly.
Soon.
Fwogud retweeted
The biggest catalysts I see for Collector Crypt over the next few months as one of their early investors:
1) The CLARITY Act and increasing regulatory clarity.
Collector Crypt is probably THE project with the most attractive ratio of revenue generation to market cap out there, and the reason for that is that people have doubts about what they're actually buying with the token. Increasing regulatory clarity will clear those doubts out of the way and lead to a massive repricing. Those who put in the work now and decide for themselves how committed and trustable this team really is should benefit from that repricing, and from the massive discount available right now.
On top of that, I'm firmly convinced it will be a huge edge for Collector down the line that they're specifically NOT burning 50-100% of their revenue on buybacks just to keep token holders and short term community members happy. Instead they reinvest it into the business to strengthen their market position and compound massively over time.
2) The Pokemon 30th anniversary is coming up next month.
I think it's going to get really loud around Pokemon and TCGs again, both inside and outside of crypto. How could Collector Crypt not benefit from that.
3) The CARDS 1 year anniversary is also coming up next month.
They've already announced the return of their "gacha games," which was a big success before, and I wouldn't be surprised if there are more surprises lined up, especially as it aligns with the Pokemon anniversary. Expect this to bring significant attention, users and volume back to both their gacha and their secondary marketplace.
4) They have a massive new product release coming up in October.
I want to avoid saying too much, as it's highly confidential and they obviously want to remain competitive, but a few community members have already connected the dots and hinted at it. If you do some digging, you should be able to do the same.
What I can say is that it will be a completely new product offering at a huge scale. I'm confident this will not only bring Collector Crypt to a huge number of non-crypto people and finally make it grow outside of this crypto echo chamber without people even realizing it, but at the same time bring huge amounts of supply onchain. I wish I could say more, but I strongly believe this will be the key differentiating factor for Collector Crypt to establish itself as the absolute incumbent, hit escape velocity, and grow at an unprecedented speed.
5) Overall market conditions.
While I'm excited that they'll soon build market share outside of crypto too, the crypto native business is still hugely important. I was impressed by the volume crypto natives already drove on the platform during a bear market, so I don't even want to imagine the kind of volume they'll drive in a bull market, when everyone has made money and is far more willing to spend it loosely on things they love.
To sum it up: I think the current $CARDS prices are an absolute blessing for anyone willing to do some research, and for those willing to think a bit longer term than 2 days.
Sure, I might be biased here, as I'm an early investor in Collector Crypt. For what it's worth, we still hold our venture position despite the fact it's fully unlocked already, and bought even more on the liquid market. But that's also exactly why I'm close to the team and speak with them regularly, so I genuinely feel comfortable vouching for this team, their trustworthiness, and their commitment to their token holders.
@TuomHolmberg will probably hate me for this tweet, but it's time for people to wake up to what might be one of the most underpriced assets and greatest onchain businesses in the entire industry.
Fwogud retweeted
Our $1B milestone made the news.
Pretty special to see Collector Crypt featured by Bloomberg.
bloomberg.com/news/newslette…
Fwogud retweeted
People dumping $CARDS, one of the most successful onchain businesses ever built trading at a 1.9x P/E, in order to buy a memecoin that has no fundamentals and just did like a 2000x in a week.
Imagine having survived the toughest bear market of all time just to hand it all back to the casino.
Again.
Fwogud retweeted
Back in the Grass | Ep. 42 | ft M1ntaverse teapawt.net/i/broadcasts/1RJZzzqEy…
Fwogud retweeted
Your $pbSPYX and $pbUSDC just levelled up.
pbTOKENS are now collateral on Offerbook, borrow USDC against your yield-bearing vault deposits!
Your oinks are working overtime now.
PiggyBank is available on @jup_offerbook.
Use your pbTOKENS as collateral to borrow USDC on your own terms:
💸 avoid price-based liquidations
🤝 access peer-to-peer fixed-term loans
🔁 create custom leverage loops
Fwogud retweeted
To make this super clear.
We are giving away $500k in free packs to our community.
Legacy users and also new users over the quarter are eligible.
Link below.
Fwogud retweeted
The kind of reflexive hockey stick growth you get when:
1) You don't give a shit about narratives and trends but actually build something that people want and are willing to pay for.
2) You take that capital and reinvest it into your business instead of doing random buybacks and burns just to make short term flippers happy.
3) You treat your community and token holders as your most valuable asset and take transparency, communications and investor relations seriously.
If you're a founder about to launch a token, this is your blueprint and @TuomHolmberg should be your role model.
Fwogud retweeted
Today marks 6 months since PiggyBank went live on Oct 31st, 2025.
What an adventure! Thank you to our OG Piggies for being here since day one. 🩷
Season 0 was about building PiggyBank with our earliest community members. Now, we want to reward that early trust in a way that is fair, transparent, and aligned with the long-term growth of the protocol.
Fwogud retweeted
6 hours until the Season 0 rewards announcement 👀
In the meantime, huge thanks to the 69 contributors who helped build high-quality tools and content for the PiggyBank ecosystem 🩷🐽
Fwogud retweeted
Drift Exploit Update
- PiggyBank had a $106k exposure to Drift, out of the 3.95M USDC deployed in our delta-neutral trading strategy. This served as margin for a 750 SOL Long position on Drift, against a 750 SOL Short position on Lighter, reduced to 273 SOL before the exchange was paused.
- The worst case scenario drawdowns would have been: 2.67% on USDC vault, 1.60% on SPYx, 1.52% on pbJITOSOL. This is exactly the kind of counterparty risk priced in the high APY that such strategies provide.
- Nevertheless, the team is so confident in PiggyBank's vision — extra yield on xStocks — that it has unanimously decided to personally reinject $106k to cover for users' losses, even though Drift had passed our deployment risk analysis.
- Today’s NAV will be rolled as usual within 2 hours, with 0% APY for the epoch.
solscan.io/tx/CY47zDiq4ETXW7…
Fwogud retweeted
Make your JitoSOL earn 3x more! 📈
Last week, we partnered with @piggybank_fi to add JTO rewards to their JitoSOL pools.
That means:
JitoSOL yield + ~5% PiggyBank boost + ~8% in JTO.
Only $10k left before the pool is full! 💨
Fwogud retweeted
🚨 New cap increases: +50k USDC & +750 JitoSOL
Current vault caps
- USDC: 2.75M/2.8M
- SPYx: 350/500
- JitoSOL: 3.3k/4k
More coming soon... 🐽
Fwogud retweeted
Tokenized Stocks are not meant to be held like regular stocks. Their purpose is to be integrated within DeFi.
Our first @xStocksFi vault, pbSPYx, has generated 11.9% extra APY in the last 30 days and now also gives 5x Oinks (Season 0 ends on March 31st).
Vault cap: 321/500 SPYx 👀
Grab your spot now 🐽👇
































