bliever retweeted
just bought some $ZCAT.
my first (and only) buy was at around 10k mcap.
now at 12M I truly believe it is one of the most undervalued coins onchain.
times are rough, I know, but the upside potential here is too big to ignore.
good luck everyone, brighter days ahead.
bliever retweeted
Fresh paper bags to new ATHs
Bottom onchain fk the bears and this fearful bullshit. Uncanny behaviours happening
Bidding the lows to run new highs. Our coins are undervalued
bliever retweeted
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
bliever retweeted
People are de-risking and preserving capital. For some that means cutting onchain bets that haven’t paid off yet. Understandable.
But remember the opportunity that exists in buying from forced sellers. $ZCAT is still the top token on Stonk, still paired with ZEC - a top coin of the cycle; and still has one of the strongest communities of a new meme.
It hasn’t managed to defy the broader conditions of onchain liquidity, but it hasn’t yet failed where others have succeeded this cycle.
I added heavy at .30-.40, so I’m underwater. Even so, this PA looks like a big opportunity to me. Ze bag stays on.
bliever retweeted
We’ve spent years making DeFi increasingly complex just to move capital around.
Then a cat put a paper bag over its head and somehow figured it all out.
Now I’m genuinely wondering whether I should trust my next yield strategy to Aave or an anonymous cat.
Maybe @raave and solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR should have a conversation about the future of DeFi.
What do you think, @StaniKulechov
🤖 Made with AI
We’ve spent years making DeFi increasingly complex just to move capital around.
Then a cat put a paper bag over its head and somehow figured it all out.
Now I’m genuinely wondering whether I should trust my next yield strategy to Aave or an anonymous cat.
Maybe @raave and solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR should have a conversation about the future of DeFi.
What do you think, @StaniKulechov
🤖 Made with AI
bliever retweeted
A dead meme doesn't generate an economic comeback. $ZCAT might have a different fvvking engine.
Comparing ZCAT to TRUMP, POPCAT or WIF purely because its chart looks destroyed is lazy analysis.
A 90% drawdown doesn't automatically make an asset undervalued, but neither does it prove that its entire thesis is dead.
Most Solana memes depend on one fragile engine:
Attention. When volume disappears, liquidity leaves and the community moves on, there's little left to attract fresh capital.
ZCAT has a different potential value chain built around the ZEC ecosystem:
ZEC adoption: ZCAT attention: trading volume: Stonk fee generation: potential ZEC rewards for holders.
That structure deserves more scrutiny than another chart comparison.
Consider the economics.
If Stonk generates $100,000 in daily revenue, that's approximately $3 million per month.
If 50% of eligible revenue is allocated to buybacks, that's $50,000 in daily buying pressure.
But revenue is not automatically profit, buybacks aren't guaranteed price appreciation, and ecosystem activity doesn't necessarily translate into ZCAT demand.
The numbers that actually matter are:
$ZEC rewards: How much ZEC has been distributed, and how consistently?
Fee generation: What is the verifiable daily and monthly revenue?
Value capture: What percentage of that revenue benefits ZCAT holders?
Liquidity: Can the market absorb meaningful buying without extreme slippage?
Sustainability: Does activity survive when ZEC price momentum cools?
That's where the thesis either becomes credible or falls apart.
I'm not claiming ZCAT must recover its previous highs. A token can have an interesting ecosystem and still be a terrible investment.
But treating every damaged meme chart as another abandoned Solana shitcoin ignores the possibility of a fundamentally different demand mechanism.
I don't care whether ZCAT looks dead today. I care whether the ecosystem can produce real revenue, distribute real ZEC and attract buyers without relying on another artificial hype cycle.
If those numbers keep growing while the market keeps dismissing it, the eventual repricing could be brutal.
bliever retweeted
Is $ZEC about to carry this entire market on its back??
Everybody calling for $850 but it's looking like it wants to sprint back to $1600 🚀
🚨 CRYPTO TWITTER, WE HAVE A PROBLEM. AND IT’S NOT A LACK OF OPPORTUNITY.
1/8 — WHO FORGOT WHERE THEY CAME FROM?
People entered crypto with a few hundred dollars, took risks, got lucky, built audiences and became millionaires.
Now some monetize those still trying to make it.
Most traders don’t want fame. They want the same opportunities early winners had.
When did winning start requiring others to lose?
2/8 — PUMP.FUN DIDN’T INVENT MEMECOINS. IT INDUSTRIALIZED THE CYCLE.
Tokens launch, stories spread, KOLs promote, retail enters, liquidity flows, early buyers sell and late buyers chase the next 100x.
Then it repeats.
Pump.fun collects fees, creators earn commissions, promoters profit from positions or compensation, while traders carry market risk.
Collective volume. Unequal advantages.
3/8 — THE BUSINESS MODEL.
Pump.fun built an efficient machine.
But platforms monetizing activity need participation, not necessarily wealthy users.
Easy launches democratized creation but industrialized speculation, turning attention into potential exit liquidity.
Protocol, creator, liquidity-related and app transaction fees are documented.
The question: WHO creates value, WHO captures it, and WHO takes the losses?
4/8 — KOLs: WE CAN’T IGNORE THIS ANYMORE.
Influencers have audiences capable of moving markets.
One trader discovers a token through a promotion. Another may already hold it and know the campaign is coming.
Same asset, unequal information.
In Aguilar v. Baton Corporation, plaintiffs alleged KOL pre-positioning, coordinated promotions and undisclosed compensation. Some RICO claims were allowed to proceed. This isn’t a conviction, but it’s more than Twitter drama.
PAID PROMOTIONS, EXISTING POSITIONS AND ADVANCE KNOWLEDGE MUST BE DISCLOSED.
To those who built fortunes through this community: remember where you came from. Don’t become the system you once fought.
5/8 — THE RISK ISN’T JUST PRICE.
I’m not predicting Pump.fun’s collapse.
But legal scrutiny, exposed financial relationships, questioned promotions, departing creators, migrating volume and declining trust could change everything.
A platform can survive lower volume. A trust crisis is harder to survive.
6/8 — A MESSAGE TO BIG WALLETS.
You started somewhere too: bad entries, bad exits and disappearing tokens.
Help those starting today.
I’m not asking for donations. Support builders, useful mechanisms, transparency and honest promotions.
Share experience without making newcomers exit liquidity.
Your success doesn’t require retail to lose. We’re one ecosystem, not enemies.
7/8 — BUILD OUR OWN HOME.
That’s why I believe in STONK.FUN and $ZCAT.
Not another influencer, but a community beyond the next ticker.
A cat with a bag over its head. An identity. A community. A token paired with ZEC, with part of its activity distributed in ZEC to eligible holders.
Distributions depend on activity and guarantee no income.
I want builders judged by what they create, transparent partnerships, disclosed interests and communities built on belief, not paid promotions.
8/8 — THIS TIME, WE WIN TOGETHER.
I don’t want ten people winning while thousands provide exit liquidity.
I want winners helping builders, developers creating better tools, KOLs using influence responsibly and small traders united instead of scattered across communities that disappear overnight.
Maybe Pump.fun stays dominant. Maybe its model faces challenges.
But we don’t need to play by someone else’s rules.
GOD IS GREAT. OUR TURN WILL COME.
Not through influencer signals, but through unity, building and supporting the right people.
STOP CHASING THEIR APPROVAL.
STOP BEING THEIR EXIT LIQUIDITY.
BUILD OUR OWN.
STONK.FUN. $ZCAT.
RETAIL DESERVES A CHANCE TO WIN TOO.
bliever retweeted
hey @zooko @mert not sure if you’ve seen what this anonymous cat has been doing for the zcash ecosystem
$ZCAT on @LaunchOnSF has reportedly distributed over $12M worth of $ZEC to its holders. nearly 9,000 ZEC across 2.25M payments
all driven by a memecoin community
find me another meme that’s done something like this
the reward-to-market-cap ratio is absolutely insane
onwardz
