Jimmy Pond

The anatomy of a $btc pump, as seen through the eyes of a telegram group full of idiots

This is Don Henley erasure

Just saw a guy say in consecutive messages “Lol can’t believe you guys are buying memes again” “My onchain robotics coins are showing some strength”

Think we are at the beginning of the unwind of the AI Chatbot to Earn era “Intellectual” KOLs preaching a new paradigm will be shocked to learn that it only takes an hour of effort to connect an AI agent to Twitter api and launch a pump fun. It sounds smart so it’s easy to convince people new bidders are coming Wealth effect from $goat $gnon lead to many smaller rotations in the same category. Not stepping in front of 8 figures of sell pressure from insiders on 9 figure meme coins

$SPX Looks insane, don't even need to draw a box

Have been slowly acquiring a position in $rsgp, average ~$220k MC. Reasons: - most nostalgic digital currency that’s extremely memeable (green cash stack/buying GF/etc.) - being supported by a OSRS community facing meme account with 100k followers across platforms - many big OSRS influencers are crypto users, many big crypto influencers played OSRS - old/“dead” meme coins have been doing well lately - 3 week slow walk up, very few sellers left. Small enough I can be patient

You goons just now started posting about ordinals again? $Pups is already up 7x from the bottom

Feels a little early in this next leg for tax coins but I bought some $chat based on $tao strength

Current investment decisions are entirely based on political outlook. My conservative approximation is 70% chance Trump wins, and there’s high likelihood of republican senate + house if he does. Think that would be the most brazenly bullish market conditions in history of the United States: interest rate and tax cuts, rollback of the regulatory state using Supreme Court overruling the chevron defense, and a much higher percentage of government spending/new dollars being directed towards enterprise and productivity. Republicans know they didn’t take advantage of 2016-2020 enough and have significantly smarter backing from business leaders these days Most importantly I think there’s a 90% chance that Trump buys bitcoin as a global reserve asset if he’s elected given the support of the crypto community + the amount of tech money that’s backing him. US govt is currently the 2nd largest holder of btc (behind satoshi nakamoto) because of criminal seizures. Officially classifying those coins as a reserve asset would double btc price overnight. Other considerations: ⁃194 other countries will immediately begin buying as well. US/EU/Saudi/Russia/China/Brazil will fight to each control >1% of total supply, .0026btc is the average holding (total supply/world population) ⁃US government is slow moving, open market purchases would be known a minimum of multiple days to months in advance. Trillions of dollars of private money would front run the US government ⁃Dozens of ETFs in the first year – solana, doge, xrp, litecoin in that order imo. “Sophisticated” participants think they can be early by buying on chain coins, capital stored on blockchains increases 10x (my bags go up significantly more) ⁃Coinbase is seen equal to FAANG intellectually and by stock market cap. They dominate settlement for current ETFs, massive moat that can’t be overcome at current rate of adoption. Only competitor is binance that is completely non-viable in regulated US market due to china ties (and will repress international Coinbase competitors) ⁃Btc still sub 10% of gold – asset allocators look for uncorrelated assets and increased etf adoption feels inevitable. Boomer money increasingly enters crypto through fund managers + inheritance

The real secret to white collar work is that 20% of people do 80% of the work, and incentive structures are increasingly encouraging people to be in the 80%

Worst part of the $Friend launch is there used to be an Airdrop tab and now there isn’t…

$Mew - China coin, very clean technically, consistent volume leader on $sol $Toshi - Still need a $1b $Base meme, newly 0 tax, 7 figure treasury $Nub - Good memes, consistent volume, fastest horse off the bottom No conviction on <$50mm, can I just say it's unlaunched?

Another 10+ tweet post that eventually comes down to what everyone already knows: it’s expensive to ship things across the Pacific Ocean and US labor is >3x as expensive as Chinese labor

I guess Jump has been diligently selling $W since tge so they can aggressively pump the rest of their bags off the bottom $sei $inj $apt

Ethereum ecosystem tokens are 1.3x the market cap of $eth Bitcoin ecosystem tokens are 0.04x the market cap of $btc Bridging early to a growing ecosystem is where you find most of the asymmetric gains in crypto H/t: @0xjakee & @blknoiz06