How the coke / Pepsi dynamic for solana:72yxYmhLgDGwdyi2b9GjDynBB6VuG3kDxNKqDbzXh5bi and solana:HTmQz7My6MehV7bjhJ6jde8nDND1yvsz68d24LP7YgUQ impacts overall targets and outlining phase 2 of the gp trade When wow deployed I clipped 3% of the supply and posted “coke and Pepsi trade” Some saw wow as a vamp but given the long, storied rivalry between these two IPs for global MMO dominance that’s short sighted The coke / pepsi thesis is that as both wow and gp form cults, their net exposure helps both coins reach trends and escape velocity the individual holders on either side were incapable of We saw this yesterday hitting X trends causing a major catalyst moment for both coins Tribal outcome was an incredibly high EV setup, congrats to those that captured either side But in my opinion that was phase 1 of this trade 1 - Recap of phase 1 targets 1.1 - gp as canonical GLDx pair on Stonk ($1 to $3m mc) 1.2 - gp flipping CETS via sol over bnb dominance ($3 to $7m mc) 1.3 - gp added as a quote token unlocking massive volume pop ($7 to $13m mc) We’ve now completed the 61.8% retrace after hitting the third part of phase 1 I’ve outlined a few hints at my case for Phase 2 of gp and given the addition of the gp/wow dynamic it’s grown Phase 2 (sending solana:HTmQz7My6MehV7bjhJ6jde8nDND1yvsz68d24LP7YgUQ to $20 to $50m mc) 2.1 - GP Quote pairs form cults The emotional relevance and historical significance of in game RuneScape assets and overall lore has been captured over the decades across a variety of media The Christmas cracker, an item so scarce chasing its ownership was a meta achievement When pulled, a 50% chance of receiving a Party Hat These discontinued items eventually became incredibly valuable not only in game but in real life (5 to 10k+ for 1 cracker) Further, there’s in game lore where a Wise Old Man literally robbed one of the games banks, stealing the most valuable party hat, colored blue The GP quote pair ecosystem, captured at grandexchange.gold a community site hosts all of this lore already across $CRACKER $WISE and more This canonical pairing of in game assets and memes itself builds repeat volume and depth to liquidity in $GP 2.2 - Coke vs Pepsi I’ve discussed in the gp community how the reach of any one coin is just like a product, with a k factor you can interpolate based on whatever factors you choose Avi has done well with reach for the initial push, and probably spawned this entire meta but even he has a initial capped reached limited by a variety of factors The algorithm has now entered the play, capitalizing on the ferocity of this storied IP battle given its cultural relevance My opinion, is this has brought players with bigger interest in growing their platforms like Stonk and maybe even Fomo (via major players like @pointfarmcap) to recognize more attention potential and of course yield from tax Liquidity begets liquidity, depth creates depth 2.3 - scapefolio I’ve personally rotated an enormous amount of gp down into underlying quote pairs The dynamic of downcycling UPNL from gp into eco coins and supporting depth is a type of angel investing I’m still wrapping my head around Personally, I farm 3-10% supply in these ecosystem coins because as a major gp holder exposure to their underlying yield is something I massive incentive to sit on I’m not alone and this dynamic has created supply constrictions across nearly every top pair, leading to more trades, more depth, more rewards more up cycling value to gp holders without selling to gold Combine this with 2.1, the k factor explosion from 2.2 and the balloon underwater that is the massive gp locks in eco coins from 2.3 and i round out my bull case for gp to 20-50m mc and firm top 3 stonk coin, and global canonical GLDX pair for @xStocksFi Holding roughly 2% gp supply and a host of underlying coins