
Frontrunning your favourite influencers for breakfast / world peace 🌏☮️ main guy at @Alder_cash / Hanging out in doctaah’s cabal
Joined April 2022
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The only good thing out of this pumpfun kimchi situation is that I might get a bigger dip to size up harder on solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn
I don’t think there are much coins that make sense when you want to be sizing up a cash cow protocol at this stage of the market and pumpfun is definitely one of the few ones still making sense , I couldn’t imagine writing this tweet myself a few weeks back but I am cause this is where my belief of where this cycle is headed takes me
A lot is different this cycle , it is the business cycle and you can do nothing about it
Real cash flow + higher TAM aligned narratives is the key
Would start doing more content regarding this and K shaped thesis
Agonybeard retweeted
PUMP thots
Basically, I hate Pump for what it represents in crypto, I hate the type of people who like it, who profit from it, and the cultural shift it's caused
However I made it my 3rd biggest bag overnight because it simply won't die
It's managed to last the bear with good revenue (if faked, no one has seemingly been able to provide proof for over a year so I have to assume its potentially real).
The team has managed to survive a vamp attack, led by stonk/ray/sol fdn, and absorb/implement the innovations of that team + more, within like 3 weeks of its launch. (giving uniswap vs sushiswap vibes here)
The biggest PMF for crypto besides stablecoins has been speculation/degeneracy, it broadly comes in 6 forms
the core idea of buying selling tokens (CEXs, DEXs) perps (HL, Lighter), options (HL, derive, but overall a much lower margin and total revenue business), prediction markets (poly, kalshi, HL soon), onchain degeneracy (pump) and maybe gatcha.
Pump will, inevitably, given it's lasted 12 months in cockroach mode, expand into other areas again, while it's core meme/shitcoin business blows up w/ the bullmarket too. The expansion into HL front ends and cutting fees to juice app are both growth plans, and they'll have more stuff to try up their sleeve.
It has mindshare, it has haters, it is discounted vs other degeneracy platforms for mcap vs revenue to token holders (400m rev on 2b mcap vs HL which is 800m rev on 18b mcap).
Seems a no brainer to run to 10b+ mcap, and i'm here to make money so...
Agonybeard retweeted
backed up the truck on pump tapping weekly trends
can't believe I'm saying that
added a lil to ENA but basically got bids for it at weekly trends
ZRO and ZEC too, same plan
rest meh
Give me 77K and absolute DEATH please and thank you
Main spots for accumulating remain Ethena pump and ethereum
Smaller size trades on layer(zero) , ethfi and syrup
Agonybeard retweeted
Replying to @degengambleh
yes, i give it 90% odds 58k was the cycle bottom, and also that 4 yr cycles will diminish in relevance from here, though it'll be like your voice echoing through a canyon over time
Okay so the cabals got me and I am now supposedly bullish on $PUMP even after the fact that it has 40M dollars in unlocks every month
Started a bag here and will add on dumps , ready to be raped







