flooksta

The reason I believe memecoins will lead the next bull meta is because crypto participants have increasingly become more up front about crypto assets purely as a gambling vehicle. No bullshit excuses for adoption. When memes fly, there’s no ceiling, no expectations, only the flywheel of price goes up -> word of mouth -> repeat Combined with mass spread of social media and gen z rat race thesis, we are not bullish enough

Think @cobie mentioned this about Solana too

Nobody can predict the future, but I gave two scenarios for the Solana trenches post $trump 10 months ago, and unfortunately the bearish stance was spot on. TradFi BTC flows and DATs carried all of majors while alts and onchain continue to bleed (with pockets of strength). Feels like most active traders chopped themselves up since, or successfully cashed out and that capital to never return onchain Good news is that I think we've had our critical reset, and feels like we're at the beginning of a new chapter on Solana. BTC ATHs in Q4, and whether that's top at whichever price matters less. What I think is this will draw back more traders from the past and new Q4 2025 into Q1 2026 is a new regime - I've explained why I believe ICM is not just a short term rotation and fixes many of the issues with token launches. But it's also a category with the stars aligned: - Clear alignment for @toly & @SolanaFndn and team as a serious contender to replace traditional capital markets, onboard fresh users onto @solana, and significant use case for Solana outside of highly speculative memecoins - Clearer regulatory framework and SEC openly supportive of on raising money onchain without scrutiny teapawt.net/zoomerfied/status/1965… - Institutional flows and support from @KyleSamani w/ @multicoin teapawt.net/KyleSamani/status/1973… - @MeteoraAG $MET airdrop October 23rd and I estimate ~500m of fresh capital airdropped to Solana users (~15% airdrop, ~3B FDV). Many of these users native to memecoins and will invest back into the market We're seeing a clear sign of appetite for ICM tokens last week, and I expect the trend and meta to continue. I might be early, and it may take some weeks for things to really take off. Some holds will be painful, but all will be worth it. Of course my portfolio is all in on ICM tokens, including $launchcoin (and eco), $ICM, and spot $pump Chart below shows us onchain volume over time (ignore Sept 4-9th, inflated metrics), and I believe we can see onchain volume at all time highs in the near future Run it all back, AI season of 2024 but for ICM 2025

Winners stay level headed Losers cry and cope The best traders never, and I mean never, complain about losses - no matter who’s at fault Nothing you do changes the market. Your only choice is to adapt Next

I think @GoFundMemes has the potential to become the next-gen memecoin platform We've seen the demand for pump.fun as the first mover in the market, but good technology is meant to be iterated on and improved. In this case - a real tokenomic feedback loop that rewards people for being part of the ecosystem, instead of value extraction and leaving solana with less liquidity the more we trade Now you finally have a token that lets you speculate on the broad success of new pairs and the hypergambling meta, while also earning from it. Stakers of $GFM and investors in launched coins get 100% of LP fees—forever. Just like #AI16Z became the leading platform for AI agents, @GoFundMemes is the platform for launching tokens—meme, AI, and everything in between. Invest in the infrastructure, not the speculative assets the platform creates On top of the coin go up tech, it’s designed like a dividend-paying asset. Price can appreciate while you get daily payouts from fees just for being part of the ecosystem It's way more customizable, so serious VC backed teams that want fair launches (of which we've already seen recently with teams launching on pumpfun), custom tokenomics, vesting schedules, KYC, etc. can do so - all without 3rd party intervention From what I understand, 100% organic, no KOLs paid, and if they can continue to deliver - find more community effort in building the platform, and highly customize the entire experience for users, I can see everyone moving to a platform they trust and can actually benefit from Now that AI coins are slowing, market needs a winner to bet on. I've placed my chips

Been doing some thinking after everything in the market turned a 180 with $trump I think there’s a world where $BTC keeps chadding via tradfi flows and bullish gov regulations, everyone cuts themselves up onchain gambling for the rest of the cycle, but no clear winning new alts to 5b+ and lots of rotations like we've seen prior I actually think $trump might be our only saving grace to get real exit liq from new players to stay and play our ponzi. So far retail have only lost money and won't be coming back unless If $trump fails then we've literally exhausted all of retail and nobody is here to play musical chairs with us anymore. Eventually many cashout as r/r lessen, get burned out (new participants), and liquidity for alts (mostly onchain)/new pairs dries out over time. Nobody owns BTC anymore so there’s nobody making money from BTC to pass down to alts. No new participants either In the $trump bull case, $SOL crimes up to $500, with $trump ~20% of Solana circ, top 7-10. New participants arrive because they're made to bullieve and invigorate the trenches, which is what we all want Any thoughts?

It's important to learn how to suspend 90% of your disbelief in a bull market You will end up being more profitable if you are almost as delusional as possible, with just a hint of sanity so you can properly digest warning signals and pull the ripcord near tops