As above so below, as within so without. | I sometimes shill gems.
144000 Bikini Bottom
Joined May 2024
- Tweets2K
- Following368
- Followers114
- Likes5K
Jon Lemon retweeted
New partner integration: OTC.
Birdeye token links are now accessible directly from OTC token pages, giving users a seamless way to dive deeper into on-chain activity - from trade flows and holder distribution to smart money movements and more.
@otc_labs is a Solana protocol designed to turn trading fees into assets for its users. Its launcher directs each coin’s trading fees toward tokenized equities for that coin’s holders, while OTC Desks are NFTs that earn a share of protocol revenue in the same assets.
More on-chain insights, right where you trade.
Jon Lemon retweeted
I believe $OTC is a $1B+ project this bull run, and here’s why.
Most coins give you a ticker and a promise. OTC gives me a reason to stay bullish: a platform, an expanding ecosystem, and a dev who keeps fucking building.
The bigger picture is what gets me excited. Every useful product and every new user can strengthen the ecosystem. More activity, more attention, more reasons to participate — that’s how something small grows into something the entire market starts watching.
I’ve made money in crypto and taken painful losses. What stands out to me here is the execution and how much room I believe this ecosystem still has to grow.
I’m not an insider. I’m a holder who sees massive potential before the wider market shares that conviction.
As long as the dev keeps delivering and my thesis holds, I have no intention of selling my positions.
$1B+ is my target this cycle. I’m positioned for it. $OTC 🚀
@otcdotcash
@ctolabs
@GPROMEME
@Ownthiscat
@Agent_OTC
Jon Lemon retweeted
OTC is the only protocol that rewards users in stocks, without selling the native token to pay out it's users.
Most protocols acquire fees from transfer tax, which come from the underlying meme, causing infinite sell pressure to reward holders.
Through PumpAMM, fees are acquired through LP's meaning there is no sell pressure.
Think smarter, not harder, when choosing to buy certain memes.
Jon Lemon retweeted
Good opinion on otc
Pumpfun is becoming a L1 for pads. Look at Paid, Agency, WWW, Sapling. All of them use pump's underlying tech . With Stock pairs being a main sector this cycle, only makes sense for the Stock pad on pump to go.
OTC has a solo dev and pumpfun has shown its no longer JUST a launchpad with how they’ve pushed out the pump app and how they are expanding
The solo otc dev has done more innovation as a stock meme tech pad then basically every other 8-9 fig stock coin with big teams
builders being rewarded on pumpfun is super big for them, cause then instead of every new tek being deployed against, it gives people incentive to deploy on pumpfun. Win win situation
Jon Lemon retweeted
ngl i was kind of bearish on $OTC for a long time, but recently I have changed my tune
at first the platform was massive cope to stock pairs not being available on pump & stonk mogging
then when pump added stock pairs it tanked, but kept its use case of giving a basket of stock rewards
this didn’t excite me much either
but what does interest me are these three things
1st) they added meteora launch capabilities. always think it’s super bearish long term for a launchpad to be built on top of another launchpad. much better if they build on top of an AMM
2nd) they’re adding hooks. really cool tech & supported by the meteora team. good to see a launchpad actively adding requested features & developments
3rd) ~30% of the coin has been burned through rev. the fact that a launchpad is able to hold a chart like this for a month really says something about the holders and the team. it reminds me a lot of the early strength of PONS + Stonk. most launchpads fizzle out in a couple days, if they’re lucky they last a week. OTC has been steady in the millions for a month now, super bullish
scooped up about $13k so far. Will try to continue and DCA into a bigger position if price allows for it
Jon Lemon retweeted
Just saw this thesis posted on fomo which makes sense and makes me more bullish on it.
Possible bull case for $INU:
First ever OTC Smart Launch. The INU dog was already sitting on OTC’s launch graphic just minutes after the token went live, followed by nonstop public support from OTC.
Maybe $INU isn’t just another launch — maybe it’s the flagship proof-of-concept for what OTC + Meteora are building.
If Smart Launches become a core part of the OTC ecosystem, being #1 matters.
First mover. First case study.
Just noticed something interesting on the timing of the launch of $OTC $INU @otcdotcash
INU launches on OTC paired with $MET 4 mins before
OTC announces Meteora Smart Launches with an INU dog literally on the graphic.
Looks less like coincidence and more like a live proof-of-concept for the new launch system.
$OTC keeps shipping.
fomo.family/tokens/solana/$I…
Jon Lemon retweeted
A productive week at @otcdotcash.
Meteora launches drove an automatic 51 SOL $OTC buyback and burn.
More volume on otcdesks.cash means more burns.
Current runners: $Inu, $Nasduck, $HAWG
Further features are coming to strengthen this mechanism.
Daily Recap: Meteora launches have surpassed over $2M in cumulative volume, increasing daily revenue by 5x.
Over 51 SOL of revenue was spent automatically buying-back and burning $OTC in the open market today.
otcdesks.cash/revenue
Jon Lemon retweeted
Just bought over 6figs of $OTC.
$OTC thesis:
Think of the tokenized-stock meta behind $STONK, but plugged directly into the biggest memecoin distribution machine on Solana: pump.fun.
Tokens launched through OTC are native pump.fun coins. The difference is what happens to the creator fees.
Instead of the creator simply collecting them, OTC redirects those fees into tokenized stocks and other assets that are distributed back to holders automatically.
So you get:
pump.fun distribution + memecoins + tokenized stocks + holder rewards.
And $OTC sits underneath the entire system.
More launches → more volume → more creator fees → more rewards → more $OTC buybacks and burns. OTC also has another supply sink through its Desks, where minting burns $OTC.
That’s the part I really like versus $STONK.
STONK built its own launchpad and uses tokenized equities as bonding-curve reserves. OTC can leverage the distribution and liquidity rails that already exist on pump.fun, while adding the RWA/reward layer on top.
Don’t compete with pump.fun. Build on top of it.
If the tokenized-stock × meme meta keeps growing, $OTC is one of the infrastructure plays I’m watching closely.
Jon Lemon retweeted
Heading to bed but one final play for me that i plan on holding for 3+ months
I love buying coins down 88 percent (perfect fib retrace level)
$OTC is basically stonks but on top of pump fun
But what really interests me?
Launched 8/28/26
Insanely strong numbers
Where my numerology chads at? @TheVerse369
Just bought over 6figs of $OTC.
$OTC thesis:
Think of the tokenized-stock meta behind $STONK, but plugged directly into the biggest memecoin distribution machine on Solana: pump.fun.
Tokens launched through OTC are native pump.fun coins. The difference is what happens to the creator fees.
Instead of the creator simply collecting them, OTC redirects those fees into tokenized stocks and other assets that are distributed back to holders automatically.
So you get:
pump.fun distribution + memecoins + tokenized stocks + holder rewards.
And $OTC sits underneath the entire system.
More launches → more volume → more creator fees → more rewards → more $OTC buybacks and burns. OTC also has another supply sink through its Desks, where minting burns $OTC.
That’s the part I really like versus $STONK.
STONK built its own launchpad and uses tokenized equities as bonding-curve reserves. OTC can leverage the distribution and liquidity rails that already exist on pump.fun, while adding the RWA/reward layer on top.
Don’t compete with pump.fun. Build on top of it.
If the tokenized-stock × meme meta keeps growing, $OTC is one of the infrastructure plays I’m watching closely.
Jon Lemon retweeted
Oh, he just realized it….
On StonkFun the 2.5%–3% on most runners is a reward tax. That money does not go to the team. It goes to holders, paid in ZEC, HYPE, WBTC and other real assets.
You pay it on buy and sell because it is a transfer tax. That is the product. People hold these coins to get paid. The platform cut is about 0.5%–1%. Around 60% of that is used to buy and burn $STONK. Liquidity is locked. That is why volume is huge and why StonkFun just flipped Pump.fun and Pons combined on 24h launchpad revenue.
“Pumpfun app has 0% fees” is app marketing. Pump.fun still takes about 1.25% on the bonding curve. Protocol fee is still there. Cheap fees on coins that go to zero is not a win.
If 0% fees were the whole game, StonkFun would be empty. It is not. It is #1 because holders get paid, LP stays locked, and revenue buys back $STONK. People choose that over another dead Pump coin.
Stop selling “0% fees” as if that saved the trenches. It did not. StonkFun is winning because the product is better.
Jon Lemon retweeted
Pax knows
.@DexFunSOL is the Hyperliquid of trading terminals.
Currently sitting at just a $1.2M market cap (solana:FFT4bgyrvzyB5TKAziLkAzBj8mboduzJeDdZ27TU4FHm), dex.fun is a @LaunchOnSF launch with reflections paid in $Stonks, so it’s directly aligned with the ecosystem.
The liquidity is solid, but the biggest reason I’m interested is the product. The UI/UX is genuinely amazing.
The Markets page lets you discover new pairs, create watchlists, track newly bonded coins, and sort the highest-market-cap coins from different launchpads by market cap, volume, and other key metrics.
It also lets you create and copy meme coin baskets, while offering a fully built-out, better UI/UX version of DexScreener directly on the platform.
Th other major part of the thesis is the revenue model.
50% of all dex.fun revenue goes toward solana:FFT4bgyrvzyB5TKAziLkAzBj8mboduzJeDdZ27TU4FHm buybacks, directly aligning it with what @LaunchOnSF is doing with $Stonks.
Every month Axiom, GMGN, DexScreener, and the other major trading terminals collectively extract tens of millions of dollars from the trenches. That capital leaves the ecosystem and never comes back.
$DEX flips that model.
If you’re going to use a trading terminal anyway, why not use one that works just as well while routing a meaningful portion of its revenue back into the ecosystem through their native token?
The Dev is essentially running the Hyperliquid model on a different, massive TAM where almost nobody else is trying to capture the value this way.
Own the casino. Own $DEX.
Jon Lemon retweeted
The prophecy had to be fulfilled @blknoiz06
2 runners currently cooking atm that have caught my attention so far.
$DEX - What first got my attention was the big LP, earn $STONK for simply holding.
$ETHICS - Launch tokens backed by RWA/Stocks on SOL, Robinhood, Base, BNB and more. All being built by @giuoctavianos
NFA
3
208
Jon Lemon retweeted
Tokenized stocks and RWAs will not stay a Solana-only meta, and the launchpad that already ships the same product on the chains where those stocks actually live captures the next wave of volume. Which is what $ETHICS
Is doing rn!.
1. Rn $STONK already wins Solana xStocks / PreStocks depth. $ETHICS’ exclusive surface is Robinhood official stock quotes, BNB bStocks, Base B20, native HyperEVM HYPE, and Arbitrum ETH/USDC. If Robinhood Chain or Base becomes the default venue for tokenized equities, launches and fees go to whoever is already live there. $STONK would have to rebuild the whole stack.
2. One brand across Solana + five EVMs is a distribution edge if issuers and degens stop caring which chain the ticker is on and start caring which stock it is quoted against.
3. $ETHICS launches are backed by real-market quotes (stocks, stables, commodities-style RWAs), not only “meme vs SPYx.” If the category matures from casino pairs into actual issuance and distribution, the pad that already talks to issuers and supports spot/RWA pools is better positioned than a @solana meme-stock factory.
4. The analytics snapshot showed real 24h volume and a platform cut. That proves the machine works. The bull path is DAMMv2 + EVM volume turning those hundreds of dollars of $ETHICS revenue into a repeatable fee stream. Launchpads re-rate when fee flywheels get obvious.
5. Asymmetry vs $STONK’s size
$ETHICS is still tiny versus $STONK. If multi-chain stock launches work, you do not need to beat $STONK on Solana volume. You need a fraction of $HOOD / $Base /HyperEVM flow and a way for that fee income to hit $ETHICS (buybacks, burns, or locked utility).
6. Product options $STONK is less known for
Instant locked pools (no long curve), holder-reward modes with timed airdrops, official stock oracles on Robinhood, B20 on Base. Those are reasons a creator picks $ETHICS even when Stonk has more attention.
The bull case is that Stonk owns the Solana stock-meme casino, and $ETHICS owns the multi-chain stock/RWA launch rail and if tokenized equities follow the issuers onto Robinhood, Base, BNB, and HyperEVM, that rail is worth more than another Solana pair.
@BitmanTW this deserves multiple millions
3SXQSMVWTf6rZaJiXn3tHNpNEKLeTK1FShFR3s4fxSUR
$STONK is sitting at 120M
Meanwhile, @ethicslaunch is building the omnichain launchpad where anyone can launch a token paired with anything (RWAs, stocks, stablecoins, native assets, memes, even Zcash) across Solana, Base, Robinhood, Arbitrum, BNB and HyperEVM.
solana:3SXQSMVWTf6rZaJiXn3tHNpNEKLeTK1FShFR3s4fxSUR only 200K
Jon Lemon retweeted
Imagine fading Solana No.1 Artist. @solanapoet non-stop cooking for solana:DMXBsVBwfuzc5axa2vz6Ba2BzAxcUmn6V7ZtsJFEpump every single day.
Besides $ANSEM. Toads is one of my horses this cycle 🐸
