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Joined January 2022
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updated thesis: absence creates value
solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump
800 years ago, in the south of france, a troubadour named guillaume de balaun ghosted his madame on purpose
he had already won her. madame guillelma loved him, and a friend had just told him that making up after a fight felt better than falling in love the first time. guillaume wanted that feeling, so he faked a fight and stopped seeing her
she sent messengers to make peace and he sent every one of them back, saying what she did could not be forgiven
then the messengers stopped and he started to miss her. when he finally went back he made it worse, and she had him thrown out of her castle and refused to see him for a whole year
a baron friend begged for him until she named her price. one of guillaume's fingernails, pulled out and brought to her. he did it, and they were together again
robert greene opens law 16 of the 48 laws of power with this story. the law is "use absence to increase respect and honor". the more ppl see and hear from you, the more ordinary you look, and once you are established, stepping away gets you talked about more
he closes the same chapter with the danger. absence only works after ppl already know you. leave too early and they simply forget you
a french duke, la rochefoucauld, fit both sides into one line in 1665
"l'absence diminue les médiocres passions, et augmente les grandes"
absence shrinks the small passions and grows the big ones. it all depends on how big the passion was the day you left
jean phil's line is oui madame
his first tiktok has 15.8M views. three weeks later he posted from paris fashion week and got 1.9M. then he went quiet. no tiktok since oct 7, instagram suspended on oct 16, one line on x every few days like "things are in motion", never a word about the coin
three weeks of fame is a short time to get established, and in this sector being forgotten has a price. archibald brown, another ai influencer coin, is down 97% from its peak. and while jean is away, a fake verified instagram with 264k followers sells a masterclass under his name
the crowd around jean did shrink. on fomo 1,538 ppl wrote a thesis about him in his first three days. in the last four days 56 did, and 49 of those 56 still hold. 9 of the 12 biggest wallets from the october top are still in, and his tiktok kept its 286k followers without a single new video
guillaume had already won his madame when he left, and his trouble came from staying away too long. jean left after three weeks, so both dangers from that chapter are open for him
if greene's warning is the one that applies, ppl forget jean and this goes to zero. thats the bear case in my valuation thesis, linked below with the base and the upside. i hold a lot of it knowing all of that
i think the passion for jean was already big when he went quiet on oct 7
jp trades at $2.7M
lock in
oui madame
ilqdty retweeted
If Mossad ever does kill successfully kill me. My family needs to know;
1. I LOVE to party. Yes, I do drugs. Professionally. I am the best in the business. deal with it. I know how the real stuff smells tastes and feels. and when it’s off. I use drugs as tools only at this point. I could NEVER overdose.
2. There have been attempts by others, on my life lately. And i successfully thwarted them due to training and knowledge. Nice try, losers. They think they are SO SLICK.
3. I love the ladies. TOO MUCH historically. Only one forever, my beautiful wife Danielle. But I have been a bastard, a sinner, a liar, and a cheat. I have been better recently. I will be BEST. For however long i have left.
4. I am a great driver. trained by my dad, the streets, and the military. I rarely trust women drivers. you should do the same.
5. I would never ever ever kill myself. true suicide is for faggots. Often it is an excuse of killers.
6. I do not have a thyroid. it was removed due to Graves’ disease caused by decades of abuse of my doing, but more the doctors and nutritionists of our world. “Vaccines” administered by military schools, The U.S. Military medicinal complex, and a fake food program designed by achew. I take Levothyroxine every day, and rarely miss. Eutirox is my brand of choice.
7. The world is waking up, and cornered animals, much like the opposums I regularly encountered on my farm growing up, act “unpredictably”, yet all too predictably. Judge the news and happenings in today’s times with caution and serious discernment. Our lives, and that of our children depend on our bravery and valor.
8. I have been strategically unbanked, silenced, and culturally neutered for decades. By you know who. I have proof. SO MUCH PROOF. Just like the dribbles i leaked to my brother Sam Kessler at the Wall Street Journal.
9. I proudly served my country as a 1N3, then 2T2 in the U.S. Air Force. I LOVE my country. And it is finally, FINALLY, starting to resemble the one the i love and fought for. Less men should die fighting for theirs, yet they should definitely take up arms to protect what is theirs.
10. Elon Musk saved this country with much of his brave work. Acquiring X was the levy breaking.
11. I love my brothers. Men need other men to keep them in check and help them lead. Have as many friends as you can. A real man made and led society is best. The nuclear family is so important.
12. The Brewers are God’s baseball team. The Packers are God’s football team. And the Bucks should be, but my guy Timmy has the TWolves in pole position at the moment.
13. The financial system has been rigged against the small guy forever, and crypto is our opportunity to take it back. don’t let them claw it back, or change it into the old system. Protect the cryptocurrency industry with your lives. It’s our final chance at prosperity for all. solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump will lead the charge. @X needs to get rid of fake phonies like this one solana:4tjw5NNwCk2N2NdG6Mbc7M5HjgCjbYinQXpYirJypump that seek to disrupt our progress.
14. The world needs more babies, HAVE MORE BABIES.
Most importantly, I love Jesus Christ. He is the truth and the light. Follow him and everything gets easier. If you are of a different faith, Jesus is your brother. Walk with him. Trust me. THIS IS THE WAY.
I love you all, and hope to be here with you all for ages to come.
✌️❤️and 💰 for all. Oui Madame for life 🤌.
ilqdty retweeted
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
ilqdty retweeted
Arthur Hayes reveals the only way to spot the next big crypto trade before it goes mainstream
“The only way you're going to figure out the next thing that's going to pop is being in the trenches.”
“If you're not understanding what people are talking about, then yeah, you're just going to buy Bitcoin, Ethereum, Solana and whatever dog shit that some institution thinks is real crypto.”
After 12 years in crypto, Hayes believes you need to understand the grassroots movement to know where the next opportunity is coming from.
fair, it was a long one. tldr:
> higgsfield, now backed by nvidia, picked jean as its proof that ai influencers go viral
> pump fun, beeple, the bbc, dexerto and 70+ capcut creators used his face
> ai faces cost a dollar now, so the money goes to the few faces ppl already know
> the wallet that launched jp never sold. the biggest holder locked 5% of supply, none of it unlocking before 2027
> jp is at $3.4M
>my scenarios: bear zero, base 4x, bull 48x, super bull 200x+
oui madame
solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump
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
8/ the chain
who locked jp, and how the biggest holder's lock works
xitter.cf/ilqdty/status/21141026…
my business case for jp, with the fee numbers
xitter.cf/ilqdty/status/21135923…
updated thesis: business analysis and valuation scenarios
solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump
ppl still dont understand the game jean is playing imho
this is 6d chess and ct is trading it like a random memecoin
what jean built in 5 weeks:
> 10 tiktoks, 66.7M views
> a seat card at stella mccartney's paris fashion week show
> a clip with french rapper la fève
> a credit in higgsfield's ai influencer launch
on sept 29 he said hes working with lawyers on proposals and a structure. on oct 21 he posted one line: things are in motion
the coin already pays him:
> 2,566 SOL in creator fees in 33 days, about $303k
> thats about 8 years of what aitana lopez, the spanish ai model, was reported to make
who holds it while the market sells off:
> the biggest holder locked 5% of the supply on oct 15. nothing unlocks before april 2027 and nobody can cancel it
> 9 of the 12 biggest holders havent sold a token since the october top, dev wallet included. the whales that sold were smaller
> tiktok added 22k followers in two weeks with instagram down since oct 16
what the real ones get:
> hugo boss paid khaby lame $450k for one runway walk and one tiktok, at 150M followers
> rozy, a korean ai model, did $3.1M of revenue in 2022
> lil miquela's company raised at $125M in 2019, about $83 per follower
what crypto pays for the same thing:
> aixbt trades at $42 per follower, goat at $60, jp at $5 to $10
> hyperliquid trades at 21x what it pays holders
the open question is how holders get paid. fees go to jean today, and pump has a switch that sends them to holders. my guess is thats part of the structure
scenarios from $2.9M:
- base: jp priced per tiktok follower like aixbt and goat trade today. $12M to $17M, 4x to 6x
- upside: the structure ties brand and merch money to the coin and jp gets a creator business multiple or lil miquela's price per follower. $29M to $46M, 10x to 16x
- bear: zero, lose it all. goat and aixbt are 98% off their tops
im all in knowing all of that
$2.9M is cheap for what jean already built
lock in
oui madame
9/ my earlier theses
max pain
xitter.cf/ilqdty/status/21135528…
absence creates value
xitter.cf/ilqdty/status/21139816…
higgsfield just got nvidia money
xitter.cf/ilqdty/status/21137790…
updated thesis: higgsfield just got nvidia money
solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump
ct spent today dumping jp and calling it dead
same day, nvidia and tcv put money into higgsfield. bloomberg had it first and higgsfield confirmed. its nvidia's first check into them
higgsfield is the ai video company behind the ai influencer launch of oct 2. that video opens with "born in higgsfield", credits jean's account and ends on his face. it did over a million views in a day
they raised at $5.4B in august, and say they have 32M users and run at $1B a year in revenue
i dont know if there is a deal between them. nobody said there is. a $5B company used jean to sell ai influencers, and nvidia just backed that company
jp trades at $2.5M
i’m buying the dips
you can check my buys on fomo
oui madame
ilqdty retweeted
.@slingoorio is up $11M in ONE DAY on paper
How?
He bought new boobs derivative coins early and/or got sent most of the supply
He now owns 50-60%+ of multiple coins
ilqdty retweeted
earned 165 sol from @Pumpfun yesterday and gave away 150 sol of it to my BTC and LMAO communities.
50 sol for BTC 89 people.
100 sol for LMAO 53 people.
i'll send the remainder 15 SOL to the LTC (little titty community).
right now, i figure my LMAO OG's deserve a stimmy for being such great holders.
the goal is simple.
people can ape these pairs in the big titty coin eco, and use my callout to do so.
using my ref is good too, because that gives me more gas as well to slam into the charts.
i just want to find the most PvE way to send these coins... i think im onto something.
