updated thesis: the jean phil ecosystem solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump jean phil is 38 days old. his "oui madame" did 5.5M views on x, and his ecosystem already goes from nvidia down to the wallets holding jp. thats a lot for a $3.4M coin on friday nvidia and the investment fund tcv invested in higgsfield, the ai video app that featured jean in its launch. jensen huang called its founders "visionary", and tcv's co-founder chairs netflix on thursday higgsfield's ceo wrote that some of the biggest new entertainment companies will likely start as an ai account on instagram or tiktok. when his company wanted to show that ai influencers go viral, it credited only one account, jean phil, in a post with 5M views. three days later it cast him in its own series plenty of other big names used his face too > pump fun 's own account memed him twice, one did 664k views > beeple made art of him and the bbc ran a story on him > dexerto's post about his coin did 4M views > kraken pro and binance's intern account memed him > over 70 creators posted capcut's black friday promo built on "the jean phil trend", 4.8M views on x > he posted a seat card with his name from stella mccartney's show any of them could make their own ai influencer now. a clip costs about a dollar by one creator's count, and a guide on making one, built on jean, did 5M views. so i think the money goes to the few faces ppl already know. 162 coins have used his x account as their link, most of them copies, and jp is the biggest the team behind jean plans ahead. his website had a "bbc" section ready and hidden a day and a half before the bbc story came out. hes had lawyers on his offers since september, and on wednesday holders relayed hes working on a trademark on chain, the biggest holders are still in > the wallet that launched jp never sold a token and has collected about $300k in fees > the biggest holder bought $575k of jp and has sold $2.4k. 5% of all jp is locked in a contract, and none of it unlocks before april 2027 > 7 of the 16 biggest holders havent sold a token since the top, through an 83% drop jp doesnt own jean. moodeng's coin never owned the hippo either, and it topped at $674M. coins like these move on attention, and jp's biggest jumps came after higgsfield's posts. the signs i watch are higgsfield posting him again and his instagram coming back scenarios from $3.4M - bear: zero. if ppl forget jean, his coin goes with him - base: back to the october top. $14M, 4x - bull: where the nietzschean penguin topped in january. $160M, 48x - super bull: where moodeng topped in 2024 and pippin, an ai character like jean, in february. $674M to $897M, 200x to 270x everyone is watching btc after it touched $79.2k yesterday, its lowest in a month. that can move jp for a few days. the thesis stays the same tho i think $3.4M is cheap for the coin of the face higgsfield picked. the whole ecosystem, with every link, is in the thread below lock in oui madame

updated thesis: max pain solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump wednesday i went all in on jean phil. by that night my timeline had six security warnings on it thursday everything dumped. chips lost 6.7% in one day because wall street got scared big tech wont earn back $735B of ai capex, and crypto lost 6% the same day jean phil went down with all of it. max pain. the replies say its over max pain is the day most holders want out. so i stopped reading replies and went to see who was buying from them the 50 biggest wallets were. they bought the whole way down and added 5.6% of the supply since the october top the biggest one moved their bag off okx and locked 5% of the supply until april 2027. that lock cant be canceled. what they kept liquid hasnt moved, and the dev wallet hasnt sold a token since launch the persona didnt slow down either. his instagram has been down for a week after mass reports and tiktok still added 22k followers in two weeks now look at the setup. wall street is dumping the companies spending $735B on ai because nobody is sure it pays back. meanwhile the most viral ai character i know of is a french gentleman with a bowl cut. 66.7M views on 10 videos, and his coin trades around $3M im wrong if the big wallets turn into sellers. through all of this they kept buying im holding next to them lock in oui madame