Benz

Just bought a bit of $vonspeed by @vonspeedascend There is some good lore related to kinetiq:native founder Its paired to $kntq and I believe there will be some good runners on this pair on Elysium.

I genuinely don’t understand the insane amount of cope from people holding the “OG” e/acc and constantly dunking on the leading $e/acc coin on @Enter_Elysium. Getting frustrated because your token got vamped? I perfectly understand. It’s never easy. Getting frustrated because the Ascend launch was a bit shady? I can understand that too. But come on. Elyspump rugged. Montra is criming their coins. Everybody is doing paid shills and bundling. Trenches are trenches. I can understand having a bad day or being frustrated after a few disappointments, but I genuinely don’t see the point of staying this mad about the whole situation. If you were overallocated and lost big, I’m genuinely sorry for you. But at the end of the day, the person to blame is always the one clicking the button. I mean, we’re buying shitcoins on an unofficial pre-mainnet chain. This is peak trenches. This is peak war. Disappointment and frustration? Fair enough. But extreme cope and hate? Makes absolutely no sense to me.

Fully agree that this is part of the bull case for @Enter_Elysium: > Hypercore offers an expensive but anti-vamp future that could allow tickers to run harder and longer, as they gain more legitimacy. > The L2 flywheel, with $KNTQ as the main token, already backed by an actual business and now potentially benefiting from new revenue streams: sequencing fees and dApps aligning themselves with the ecosystem by using part of their revenue to buy back the token. > On top of that, you’re directly connected to Hyperliquid, one of the top projects in the space, which could attract some serious builders and allow genuinely innovative apps to emerge. —- Put all of this together, and Elysium could actually be in a much better spot than most of the L2s we’ve seen in the past. More importantly, it offers potential answers to some of the biggest problems we’ve seen onchain: > Lack of a real L2 token flywheel > PvP dynamics dominating the ecosystem, without any escape for genuine believers and builders > Fragmented liquidity > Lack of playground allowing genuine innovation We could go much deeper into this, but the more I look at it, the more interesting it gets tbh. —- The timing is a bit weird, though. On one hand, the market is pretty weak, and I don’t think current conditions will allow for a crazy onchain season. On the other hand, there’s not much else that’s genuinely exciting rn, and with so many people sitting on the sidelines waiting for better conditions, attention could concentrate pretty quickly if something starts cooking. $e/acc

I still don’t like the way @AscendLaunch decided to launch. But the more I look at the bigger picture, the more I think they’re actually playing the right game. They’ve always made it clear that their goal is to help tickers reach Hypercore. And unlike other launchpads, they don’t have their own token to pump. Their fees go towards kinetiq:native buybacks, directly aligning their success with the ecosystem. No token means a much higher ceiling for coins on the pad and no need to overmilk launches and endless pvp just to generate fees and keep their own project alive. It’s just a nice add for kinetiq:native. Also, you can clearly see the difference between teams spending their cash on KOLs and teams actually using it to secure Hypercore tickers and contribute to the ecosystem. I genuinely think securing the Hypercore ticker for $e/acc was a genny move. Especially considering that despite everyone FUDding the launch, the coin barely dipped. Outside of the big hands, almost nobody has an average entry below $700K–$1M mcap. I think there’s still a lot of room to run. Of course, it all depends on whether Elysium actually cooks, but so far, things are looking pretty good. I’ll probably buy a dip on the 9th if we get one. $e/acc

Feels like bidding the top kinetiq:native pair on @AscendLaunch make sense. I choose @kinetiqinu

Yep wasn’t that dumb after all

I really want to buy some zcash:native but I’ve never seen that much people talking about it on the timeline Maybe I’ll throw a coin just in case but it’s definitely not the kind of set up you want to go with size if you’re not already exposed

I’m betting on robinhood:0xedbf91223639800bcd5756815caf908df3b890be and robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 on RH because, imho, they’re the two strongest contenders to bring back a proper RH season around agentic. Way more than $AI, which is already an overcrowded trade with millions of people underwater and massive potential sell pressure. The agentic narrative feels fresher, even from a retail perspective. Stocks and RWAs will have their time again later, imho. But right now, we need something more innovative than just paired and reflexive tokens. It was fun for a month, but that’s about it. There are probably much more interesting things to build and speculate on.

Honestly, I feel like a lot of people are fading Elysium and I 100% understand why But it’s also why it might send hard after the 9th We’ll see. Just holding, nest-2:native e/acc of @AscendLaunch and some egg and chameleon on @MontraXYZ I might in again kinetiq:native. I feel like nobody care about the ascend crime from few days ago. Maybe I overreacted

For those wondering, this is the winner so far Easy, simple solana:CAMJCW5oNwSKtVbaS3GSqjwZ75MXKmgYgs7Bemui4dVq

Usually when we call the next “something” it doesn’t happen So whatever the ticker is, at what mcap is gonna top the “cashcat of Elysium »

Here’s my quick take on @Enter_Elysium atm, now that the dust has settled after yesterday’s shitshow. > $KNTQ Currently reassessing my $KNTQ position. Really didn’t like the move from @AscendLaunch, especially considering how closely they’re still tied to the chain. Before yesterday, it was obvious to me that Ascend would win. But the way they launched was probably the stupidest move they could’ve made as they would have easy win by sticking to their plan imho. The only explanation I can think of is that they don’t trust the chain at all and believe they won’t be able to make up for the $100K in fees they’ll generate before the 9th. Sounds kinda bearish for the eco at least short term ngl > $e/acc That said, the $e/acc ticker on Ascend is still sitting at $1.5M. If the cabals and the crowd decide that nobody cares about this grifty move, this one could be THE runner. > $BLOB On the other hand, the OG $BLOB bounced back like crazy and could become the symbol of the PvE mentality. There’s a real narrative here. > $CHAMELEON We also saw $CHAMELEON from @MontraXYZ run overnight. Could be a challenger, but idk, it feels like it’s missing some lore so far. My conclusion: I’m going 50/50 on $e/acc and $BLOB while cutting my $KNTQ exposure. I’m keeping my $NEST bag just in case the chain really cooks and becomes the main character, but the perceived amateurism has definitely made me question my conviction. The capital from my $KNTQ position will be rotated into agentic plays on Robinhood, like $ORBIO, $PRIORS, and $WORM. That was already my bet for the next meta before the Elysium hype kicked in. If Elysium really becomes a major player, I’ll rotate back in. But as things stand, I don’t think the R/R of being heavily exposed is anywhere near as attractive as it was yesterday.

Have you ever considered that, in a world where $PUMP is one of the top 3 performers of the cycle among the majors (btw, it has been since the start of the cycle) … … top PUMP pair token could become THE biggest cook of the entire cycle? $baton

Top blasting $e/acc at 1M on @AscendLaunch is gonna be my best trade of the week

I also aped on the private delta on @Enter_Elysium. $ZKblast Blast it with haste.

If this market relief rally isn’t just a scam pump, solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn and especially $BATON could be in for a massive hated rally. There’s been a lot of anger towards PUMP over the last few weeks, but in a bull market, they’re going to print like crazy, and a higher valuation is pretty much inevitable. Meanwhile, solana:Hg5Ja55T5wESq4vyFoiVCMeHXtGyVA69X2UHq8hgpump has been insanely oversold over the past two weeks. We’re talking about an 80% correction for what is by far the leading PUMP pair. Just look at today’s bounce. Things could move really fast. Way too many people are sidelined when it comes to the PUMP eco. And as a reminder, PUMP was the first mover and the fastest horse during the first rally across the majors.

If you believe @Enter_Elysium and @RobinhoodCrypto are going to be the two main playgrounds over the next 6–24 months, alongside Solana, I’ve got something to tell you. The most asymmetric bet might not be the one you think. $rhub/arb