
@sleepingfnf // @0xthebigblue always long.
Joined June 2022
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Panceramic retweeted
In hindsight,
- NMTD lured many into his presale
- NMTD raised 66,100 HYPE (~2.5M usd at that time)
- NMTD launched a token and then completely abandoned it
- NMTD basically put nothing into LP
don’t cry over a $PAPER cut when your hands torn down the entire $BRIDGE.
In hindsight,
- Jez lured many from HYPE into LIT
- Jez sold (most of his) HYPE too early
- Jez launched product that vamps Core volumes & provides next to 0 fees for the AF
- Jez stole Machi from Core
- Jez sold his Hypurr for a stupidly cheap price and thus ended up shaking out other TOP 1/1 Hypurr holders
wow.
Never stray too far from Core. Goodnight.
Panceramic retweeted
Glad to see that Ethereum L1 will have a new strong prediction market contender that is dedicated to decentralization, and being ethical and not corposlop, and to actually trying to do interesting and meaningful things with this class of economic primitive.
firefly.social/post/x/210212…
Panceramic retweeted
$MEME is about to explode.
@Quanterty, I think you have a real opportunity to make it back here.
$MEME is one of the purest flagship plays on the tokenization narrative. It has exposure to both crypto-native investors and the traditional stock market audience, especially with all the attention coming from the AMC side.
And regulation is clearly moving in this direction too. The SEC has already allowed exchange rule changes enabling securities to trade in tokenized form under specific frameworks and pilot structures.
TradFi x crypto x meme stocks.
That’s exactly where $MEME sits.
Panceramic retweeted
AMC is sitting near historic lows while the financial system is moving onchain.
Adam Aron is fighting tokenization. Vlad is building it.
Robinhood’s $AMC token gives exposure to AMC through a third-party tokenized debt security. Robinhood says the underlying exposure is backed 1:1, but this is not AMC issuing shares onchain and token holders are not actual AMC shareholders.
That difference matters.
But the bigger picture matters even more.
Tokenization is here to stay.
$MEME already showed how much attention and liquidity this narrative can attract.
AMC sitting around a ~$2B valuation near the lows makes this setup even more interesting to me, not less.
Legacy management is fighting the trend while crypto is turning the whole situation into attention, liquidity and culture.
I’m extremely bullish on $MEME.
Once this spring gets released, I think people will start talking in billions, not millions.
Panceramic retweeted
BNC的dev开始回购4stock了,和four的公告说的一样,从昨天起三个月,每天都会把BNC链上的收益拿来回购单日交易量第一个BNC交易对的meme,飞轮的最后一环闭合了
bscscan.com/address/0x46cDf0…
Panceramic retweeted
A few days ago AMC went after @vladtenev and @robinhoodapp.
Now we see it from within. IMO it’s net negative, and whether you support model A or model B for tokenized stocks, it’s better to rally.
Again, respectfully, this is inaccurate. The key words are “it could” and “allegedly”.
Tokenized equities on RH are quite important to me, so I’m giving you a legal rant. Not a legal advice I'm not an expert but I read very carefully and aspire to understand every bit of the stack we use at LONG.
Let’s start by explaining the structure!
There are two important documents regarding stock issuance:
1. Base Prospectus, which represents general terms applying to all tokenized equities (btw these terms are 150+ pages long. I doubt so many have read them, but I did, at least portions).
2. FINAL TERMS, which are terms specific to one product (e.g. tokenized NVDA).
What do they say in the case of AMC that was mentioned?
Tokenized AMC is not some random SPV that issues shares out of thin air. It’s clearly defined as being backed by “underlying”.
The Underlying is not shares of an SPV, cash or options. This is the actual AMC stock:
“The issuer of the Underlying is AMC Entertainment Holdings… The Underlying is a share of AMC Entertainment Holdings, Inc..”
Now, as you know, the stock market is not really 24/7 or even 24/5. During off market hours, it’s hard to trade at size, and price discovery is pretty much nonexistent.
Which brings us to the next point: what needs to be done in order to bridge this gap and enable 24/7 liquid trading or at least better coverage around active mints/redeems
This is where collateral comes in.
Collateral is like a backing that can include cash or other instruments that enables to bridge the gap between the period where mint or redemption of tokenized shares takes place and the next “liquid” period (usually T+1, which is common with every major broker regardless of tokenization).
Collateral is well defined in the Base Prospectus page 10 exactly:
“the relevant Underlying (note: stock)… cash… any Underlyings have been lent… all funds and assets in transit in connection with the purchase and delivery of the relevant Underlying”
In simple words, this is an accounting measure to ensure everything is backed 1:1 before the final stock is settled and held by a custodian(or moving out) + just capital efficiency measures.
Does that mean that somehow a tokenized stock can have 99% cash and 1% actual stock as long as it's N AMC backed by equivalent cash?
NO.
Page 56: “Within the issuance and redemption processes, the Issuer will periodically buy and sell the relevant Underlying (again, stock)… There is also a risk that, in periods of low liquidity or market disruption, the Issuer may not be able to buy or sell the Underlying at the expected price or within the expected timeframe”
Again, the goal is to move from the legacy old rails into something that would be as close to 24/7 market.
The truth is, big portion of the debate around which model for tokenized stocks is more "pure" doesn’t really matter same as USDT VS USDC backing reserve.
UX and price execution are what matter (where I can get the best price for my tokenized NVDA most of the time). @longdotxyz helped to bootstrap lots of the deep onchain liquidity on Robinhood, so I just made a quick comparison during off market hours.
~1m SPCX trade via Jup: -25% price impact
~1m RH SPCX trade via @matchaxyz: ~1% price impact
I’m not trying to say one product is bad and one is good, but simply stating the facts from a POV of a founder running an app that generated $1b in total tokenized volume across many RH tokenized stocks 24/7.
Robinhood is extremely robust! It also provides better security assumptions, as most of this liquidity is fully onchain within DEX pools.
Now let's get back to winning.
LONG.
Panceramic retweeted
Something is shifting.
This weekend, the conversation around tokenized stocks became impossible to ignore. Markets were closed, but the story kept moving.
Tomorrow, the screens turn back on and $AMC enters a new week with more eyes on this experiment than ever before.
Tokenized stocks are finding their culture. Memes are finding new meaning.
Two worlds are beginning to collide.
And somewhere in that collision sits A $MEME Coin.
The lights are coming on.
Enjoy the show. 🍿
Panceramic retweeted
关于我为什么坚定抄底meme这个币
因为我觉得它有着无敌的叙事,如果能上线robinhood有着非常非常高的上限
曾经meme股龙头之一amc的ceo反对币股叙事,而robinhood坚定站在了战壕玩家这一边,meme这个币等于把amc这个公司meme化来嘲笑反抗amc,是币圈玩家和真实美股公司的对抗
而meme这个ticker虽然在100m左右市值的时候显得有些简单直接。但如果把目光放远,meme这个ticker其实代表了meme币可以把一切meme化,meme币可以对抗一切,而meme很可能成为本轮所有meme币的龙头,这是一个完美的宏大叙事
当然,我说这么多并不代表我建议你们在130m的位置购买,因为我可能会在附近出个本,买币是自己的事情
最后
如果你不相信叙事,那你不会变得富有
Panceramic retweeted
'hE iS aN iNsIdEr'
CT would rather everyone be poor than see someone take a winning trade
being a smart trader ≠ being an insider
$MEME is only a few days old
a lot of early holders got in sub $1m market cap
my average entry is around $45 MILLION market cap
i've spent $500k+ accumulating gradually over several days
this is NOT how an insider trades
if i was an insider, i'd have bought sub $1m and sold above $100m
instead, i first saw $MEME below $10m and faded it
then watched it rip to $150m within a few hours while i was completely sidelined
that's when i realized:
this could be one of THE defining memecoins of the cycle
why?
because $MEME sits directly at the heart of what i believe is the greatest narrative in the history of memecoins:
meme/stock
the meme/stock meta is already fueling some of the biggest pumps we've seen across crypto
$AI on Robinhood hit $320m
$MARSCOIN on BNB hit $260m
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx on Solana hit $220m
and i don't think this meta is even close to mature
it's still in its infancy
more importantly, it's bringing an entirely new audience back into memecoins
not just degen memecoin traders
but RWA enthusiasts, retail traders and outside observers who are starting to believe that memes can actually mean something
i mean this is a meta crypto billionaires, CEOs of the biggest CEXs & blockchains, and even tradfi entities and hedge funds are keenly paying attention to
these people have deep pockets
and this is happening right before what could be the most explosive alt season of our lifetimes
now look at where $MEME sits
$MEME is at the center of the debate between Vlad Tenev, the founder of Robinhood, and the AMC CEO over the legality of meme/stock tokens
that debate could become one of the most important catalysts for this entire meta
it either kills the narrative
or legitimizes it and sends meme/stock tokens into an entirely new phase of growth
if the latter happens, $MEME has the potential to reach billions in market cap
and the memetics are almost too perfect:
- the narrative is literally 'A Meme Coin'
- the golden $MEME ticker is instantly understandable
- AMC is a mainstream entity that normies already know
- Vlad Tenev is one of the most recognizable figures in retail trading and the face of Robinhood
- this debate could generate mainstream attention for months, and memes thrive on attention
then there's the Robinhood angle:
if this meta keeps exploding, i expect $MEME to eventually make its way onto Robinhood
remember:
Robinhood helped send $DOGE to an $88 BILLION market cap last cycle
they already gave millions of retail users their introduction to memecoins
now imagine those same users opening Robinhood and seeing a token literally called:
MEME
the meme writes itself
and if the meme/stock meta starts impacting actual stocks or triggering another short-squeeze phenomenon?
study 2021.
you'll understand why i think this could go MUCH harder
this is why i sized into $MEME
not because i'm an insider
because i think i'm watching a new meta form in real time
and $MEME is sitting directly in the middle of it
i wasn't even planning to publish this thesis yet
i wanted more time to accumulate
then Vlad Tenev randomly followed the account today and $MEME started flying
so i figured:
might as well tell you what i'm seeing
and to everyone calling 'insider' every time i catch a winner:
if i was an insider, i'd be buying the lows
not spending $500k+ accumulating around a $45m average market cap
i've never insider traded a single token on fomo
yet i became the first account to hit 8 figures on the platform
and the first account to hit 8 figures on a single trade
my FOMO portfolio hit an ATH of $28 MILLION late last week despite me being on the platform for less than 4 months
i don't think ANY other account has sustainably crossed the $10m mark
and my PNL on the 7D / 30D / ALL timeframes sits comfortably above 2x the next runner-up
not from one lucky trade
from a basket of trades across EVERY major blockchain
- Robinhood
- BNB
- Solana
- Base
i've caught the biggest winners on each
and i've put out clear theses for them at the lows before they moved
if that makes me an 'insider' then apparently i'm so connected that i can call the shots at EVERY SINGLE MAJOR BLOCKCHAIN IN THE WORLD
nah
there's a method to my madness
and you can literally watch me execute it in real time on fomo
better yet, join through my ref link and start learning:
fomo.family/r/unipcs
this cycle is still in its early innings
you still have time to change your fortunes
and i'm running a $350k giveaway for active refs
maybe you end up catching the next one too
don't say i didn't warn you
Panceramic retweeted
all of the best rwa coins are long coins
meme - vlad followed
boner - hims ceo followed
it's looking good for the long eco and it's obvious natan is one of the strongest builders and visionaries on robinhood chain
my bets are made. much higher. let's have a good week.
🐮
Panceramic retweeted
🚨 BREAKING: $HIMS CEO Andrew Dudum now follows @bonercoinlong - the account behind $BONER, the memecoin paired with $HIMS stock token
Dudum follows just 8 accounts total
👀
Panceramic retweeted
HIMs CEO following the Boner twitter page is the biggest thing we've had in this entire meta. Way bigger than the AMC CEO just talking generally about having AMC stock onchain. Price will go up higher than you can even imagine. You dont think that Vlad is aware of this and is going to reach out to the HIMs ceo? This is easily one of the biggest vibe shift moments we're going to have onchain and on Robinhood in general.
BONER MODE

































