Why $Stonk might just be the most asymmetric launchpad on Solana since Pump. Coin Pairings. So simple, yet so genius. A feature that truly unlocks endless possibilities in crypto and opens up entirely different investor circles to onchain markets. Right now, you can pair any meme with any stock, including pre-IPO stocks, or even with another meme. Onchain traders have felt exhausted and bored for a very long time, but through the Robinhood chain launch and now @LaunchOnSF , we finally have reason for renewed optimism. The pairing feature allows for endless permutations, and the door has been unlocked to a world of new possibilities. Increase Your Odds of Winning Consider every trade we make as a roll of the dice. The higher the number you roll, the greater your potential profit. Catalysts and events are factors that can influence the number you roll. With single-pairing plays, you have a set number of catalysts that can increase your odds of rolling a higher number. With a double pairing, however, that number of catalysts increases. You now have two different assets, each with their own catalysts, meaning you potentially have better odds of rolling a higher number and exiting the trade with greater profits. This is also where rewards are a much better concept, in my view, than simply having a pairing, btw. The reward aspect gives you skin in the game versus just driving volume through a stock pairing, that you don't actually see benefit from. Inviting External Liquidity and Narratives Onchain Pairing crypto with stocks is the perfect way to bring crypto and equity traders together. It allows for the spillover of external narratives into crypto. Hyped robotics IPO in equity markets? Play a robotics meme with a robotics stock pair. Uranium exploding in the commodities market? Pair a uranium meme with a uranium ETF. Additionally, it allows traders to invest on both sides of the risk curve. Pairing a degen meme with an equity or larger-cap crypto token allows you to hit a left-curve and right-curve play in one. The meme pairing can give you more reflexive returns, while the equity/larger-cap pairing brings potentially more stable gains. Opportunities for Innovation Right now, we’ve seen meme pairings, but I’m sure it won’t be long until we see utility plays paired too. What if commodities are introduced next? Or currencies? How about when the market turns and we get big meme runners again? All the beta plays can be paired with the big runner. There are just so many possibilities here, and they’re going to spark so many new ideas. Concluding Thoughts After just one week, $Stonk has generated $300k in revenue while burning almost 5–7% of its supply. That puts them on track for annualised revenue of around $15.6m. Of course, we only have one week of data, so extrapolating that far forward needs to be taken with a huge grain of salt. However, it’s worth considering that they’ve only released 20 stock pairings so far and have also held back some of the better teams from launching until they roll out updates around LPs and reward allocations. There are no guarantees in crypto, but considering the above and how well the team has taken on feedback and executed so far it’s not unreasonable to think these revenue numbers could be sustainable and potentially grow from here. To finish, I’d be very surprised if Solana doesn’t end up backing $Stonk in some capacity. We’ve already seen Raydium show its support, and I expect Solana to follow. They’ve been vocal about wanting Solana to become the home of RWAs onchain, and Stonk is well positioned to become the RWA hub of the ecosystem. Solana already has multiple RWA protocols, but Stonk's pairing feature creates a way for them to come together within one ecosystem potentially creating a powerful network effect where the growth of one protocol drives volume and attention to the others. We’re already starting to see this play out, with $Stonk driving activity across @Raydium , @Backpack and @PreStocks. As more assets and protocols are integrated, that network effect only becomes stronger. At a sub-$10m market cap, $Stonk really is one of the most asymmetric opportunities Solana has had in a very long time. If I lose here, I’d still take the bet every time knowing what I know above. And if I’m in crypto and not willing to play opportunities like this, then I’d be questioning why I’m here at all.

Cat cycle Stonk cycle Zec cycle $Zcat so primed here after a month of consolidation No other recent big onchain runner has consolidated for this long btw. Most likely meme right now to break ceilings.

Quantum fud Internet fud Saylor selling Geopolitical tensions Ai fud So many reasons for btc to breakdown, yet it continues to hold. People who lacked conviction at these levels have been given every reason to sell. Crypto has got a lot of its weakness out the way and even if/when equities tumble down I expect crypto to show relative strength and outperform from there. Too much doom posting tbh.

Why you should be bullish Zcat - Nearing a month of consolidation. Longer than any recent big onchain runner. -First non supply control meme on Sol to break ceilings since the meme cycle of 2024. -Pairings are the most innovative development of this cycle so far, this is THE leading meme/alt pair. -No pvp to steal mindshare. -Zec is the major of this cycle, we’ve seen so many runners spawn from association to it too. Launchpad for Zec. Utility plays paired with Zec. Zec owners dogs name paired to Zec. You get the picture. Privacy is a leading narrative, Zec is the leading major of that narrative. We know that historically winning memes give outsized returns, Zcat is THE winning Zec meme. -Genuine community formed around it, allowing a perfect way for Zec whales and og’s to use their liquidity onchain. Pairings cycle Zec cycle Cat cycle $Zcat is the embodiment of all.

I mentioned in my post about how I personally love spots like we’re in right now. You can pick up obvious plays at a discount when everyone is fearful. Two such plays are $Zcat and $Ai. Pairings have been the most innovative primitive we’ve seen in years and you have the two leaders here after 80% retraces from the highs. Ai - First meme/stock runner. Zcat - First meme/majors runner. These are THE pairing plays of the cycle and rather poetically they are in a dog/cat combo. It’s kind of that simple. No need to overthink it. If you think onchain doesn’t die forever then these two have a very high probability of running for another leg. It will look very obvious in hindsight.

Fears of black Monday and btc continues to hold strong even on an illiquid Sunday At the same time we’ve seen the best onchain plays go through 70-80% drawdowns and display early bottoming signs. I know it’s non consensus right now but I find it hard to not be bullish crypto here. The time to flip bearish was 3 weeks ago. I personally love these spots. Max fear yet the market is giving us signs it’s time to buy. What I like in these spots is that the quality plays are obvious. Most people will not have a difficult time identifying them here. Instead it’s about controlling your emotions and buying when sentiment is so fearful. If equities do crash down, maybe crypto goes with it initially but I very much see these as opportunities to buy. This next round of onchain will be about the flock to quality. I don’t expect it to be as widespread as the most recent wave where almost anything you buy goes up (particularly on rh). I think if you’re able to stay tapped in, ride the volatility here and pick your spots you’ll be rewarded. Will do a follow up post soon as to what I regard the obvious plays.

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Thesis remains Top 3 long eco play in the making still

Btc has had every reason to breakdown over the last two weeks. Bad news after bad news. Alts capitulation. If it continues to hold 80k that can only be seen as bullish and we may see a window of crypto outperformance vs equities. Let’s see.

All I see on rh right now is opportunity