Hey guys. I've decided to continue my trading journey on the Pump fun app. It's the superior cross chain product imo with zero fees (saves me pennies). Plz follow me there as it's the only app I will be trading on!

Memes can't cook until the majors run hard. Until that point the majors are also memes with vastly lower risk profiles. The logic of 23/24 isn't repeatable because memes were a nascent asset class then. So yes bid "memes", but focus on the 9 figure vaporware kind.

I was kind of mid curve on the privacy thesis the last few months but am coming around to the idea that outside of "store of value" it might be the most important future narrative for this industry.

Food stamps looking good here.

Insanely low aura (also ironic) of CT to share a pic of a normal looking dude and shit on him when most people here are a binary between 50 or 300 pounds, balding/bald, virgin or in a one sided open relationship. Let the dude wear his leather jacket & turtleneck in peace.

The last week has really impressed upon me that the majority of CT is mentally unwell/down bad and are lashing out at everything and anything on the timeline. IMO, there has never been a better arb on being healthy/happy/positive. Emotional stability is the alpha. Study it.

Do people not understand how statistics work? Median hold time = the middle holding period across all realised sells, NOT the average time someone holds their coins. You're more likely to sell things quickly when you have less conviction in them. So the median is pulled towards shorter holding periods by virtue of the fact that you trade your trash coins more frequently! Moreover, by definition, conviction bags are held. You believe in them. You can round-trip $100k+ on multiple conviction bags WHILST actively trading low-cap shitters and still have a very low median hold time! If you haven't sold a bag, it doesn't count towards realised holding time! Truly infuriating use of data. Very misleading. 10/10 rage bait.

This is a good update. IMO, confidence in a product/team can be measured by how much they have "that dog in them" to ship updates despite already being cash flow positive/profitable. Pump didn't need to improve their infra (it was already good enough). But the fact that they did, when everyone was FUDding them for everything/anything under the sun, proves that the end goal of being the "everything app with the everything token" is still their North Star.

Doing some streaming.

I like this. We've reached a point of limited ROI on trying to onboard crypto natives, in that most of us already use/have used everything here. It makes sense from a business perspective to look at where the puck is moving – the "long degeneracy" thesis in the age of the K-shaped economy – and onboard retail specifically outside of crypto. Better to onboard 1 million people with $10 each and give them the toolset/understanding to try and compound that, versus the doomification narrative of "don't try, the system is rigged", etc., that mainstream/tradfi would have you believe. At the end of the day, the industry needs capital/liquidity injections + fresh market participants with new mindsets/values/goals to take us into the next decade and beyond. There's not a single "correct" way to play crypto, and pump is proving that being dynamic/everything at once is the model. And yeh, people will try to FUD this for not aligning with some preconceived/high-and-mighty notion of what crypto is, when in reality, we are constantly evolving, and any new market participant is +EV for the future of this industry.

I don't know why everyone is complaining. Majors look very juicy here, with an easy 2-3x minimum on basically the top 50 coins. Very easy/low-stress RR on these relative to trying to 2x your bag on daily runners. It's like the vast majority of people can't see the forest for the trees here and understand that this cycle is "thing/ecosystem/do something" led. Memes will remain a trade, but they're not "the trade" of the cycle. Doing the boring stuff can 2x your port, whilst still allowing you to gamble onchain. If you didn't stack liquidity last cycle doing what you're doing now, then how do you expect to be successful the second time around with the same strategy in a thinner liquidity environment? This cycle's not that complicated when you understand where the puck has moved to.

Because there's no point bidding medium-to-large cap meme coins at these levels when you can get an easy 2-3x on the majors w/o the 90% drawn down risk. Be max long memes for the asymmetry but don't force trades when liquidity is thin like this.

Soon I will have enough for a large fries... Sent from my Pumpfun App.

I was promised a bull market...

Hearing from my sources (me) that Robinhood chain is gonna get a 26 figure stimulus this week. Big if true.

I'm not sure why people are fudding this. Incentivized onboarding programs aimed at bringing retail into crypto are a +EV thing. That has been the end goal for years. The whole point of this industry is that we constantly expand the "pie", so to speak, by recruiting new capital and making crypto too big to be ignored. Ref rewards + callout rewards are great carrots to do this. Why are people fudding something that's designed to reward active traders + bring new liquidity into the ecosystem? I personally want to see this industry grow 10x over the next few years. We should be encouraging initiatives (like this) that aim to bring new participants into the ecosystem, not fudding them.

Streaming.

Finally, I'm back (sorta). Sent from my Pumpfun App.

Unbothered. Moisturized. Happy. In My Lane. Focused. Flourishing.

I was thinking about it the other day and realised that we're in a left-curve cycle. People are expecting memes to lead this cycle again, hence fully allocating onchain, not realising that your dad/Uber driver, who's bidding stuff like ZEC, NEAR, LIT, etc., has already 3–4x'd their port this year. I think that's why sentiment has recently gone max bearish. A lot of people full ported their sidelined capital into stuff like RH, expecting another meme-led supercycle, only to get rinsed for 90% of their port, without having any meaningful allocation to the 9-fig runners and narratives of this cycle. This isn't to say memes aren't gonna cook this cycle. They absolutely will. We've recently had the best onchain conditions we've seen in 2+ years, and plenty of people printed. But you cannot go into the next cycle expecting it to play out like the previous one. This is fool's logic, and it has ruined many a good trader. It's simply not worth the risk of buying memes at a $100m market cap when you can size into any of the top 50 majors by market cap and do a 2–3x with zero rug risk and much deeper liquidity. The RR on these coins is not there (outside of very certain exceptions). I am max long memes, and max long majors, but I have weighted my port to reflect the risk to reward ratio of either. You gotta be win-win.