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meditation, affirmations, gratitude, tidy room with clean air, clean sheets, plants, walking out in nature, eating healthy, working out, dressing well, sorting your hair out, good skin care, make your bed, socialise, think outside the box, sitting and thinking and reflecting, journaling lessons daily, learning from a mentor, surrounding yourself with positive people, seeing challenges as opportunities, learning proper communication, having a purpose
rick retweeted
@fomo team tag ready for tomorrow !!!
join us on day 1 👇
fomo.family/profile/kinetiqi…
rick retweeted
the only way things change is if people change
$jeff is genuinely the only coin launched in the past 6 months with the structure to support a 9fig valuation
if you know me, you know i'm uber bullish on @Raydium manual deploys
- no event driven catalyst
- no artificial market cap ceiling from launchpad token
- compounding liquidity
- og familiarity and nostalgia
- proven success records
- undefeated community
memecoins will still be the quickest way to make money but nobody will have enough bread to play in the casino if things don't change
change always starts with the people, never the government
be the change you want to see
rick retweeted
Some chats have been asking for the Jeff lore so here it is…
When CT was doomposting and someone asked Ansem “who’s gonna save us?”, he answered with one word: jeff.
A cat staring upward. No tweets. No explanations. Just Jeff.
Launched straight on Raydium. No bonding curve. No launchpad fees. No drama.
50% supply is burned and gone forever. Another 10% sits with Ansem. Another 30% is locked up with top chads in the space. That leaves roughly 10% of the supply still floating free for anyone who wants in. The float is tight and the serious holders are protecting the floor.
While every other Solana meme is fighting over who can extract more, Jeff skipped the entire game. No grand promises. No complicated narrative. Just the meme, the stare, and almost no supply left up for grabs.
CT is chaotic. Jeff is the opposite, simple and effective. Just Jeff.
HAsTKXYvv65zM7J6Cu5o5PcZsiKMQYo5oz4WPjgqwP6k
rick retweeted
yup.
with stonk eco, whether it be stonk (the token) itself, zcat, knots, sndk, any other bigger coin i like
i'm looking at two things to make holding through this downtrend as simple as possible. if i can answer 'yes' to either of these, picking up the ball and going home is easy:
1) did BTC macro top for the cycle?
2) did something new/shiny/better surface to replace it, during pullback/mini-bear PA?
answer to both right now is an emphatic "no"
seen this movie before. been in it before.
selling at the bottom and then watching BTC string together a single constructive week of PA, and every single high-mindshare new-era token teleports 5x higher.
pretty easy to just hold and wait
in nov 2023, we saw meme coins on solana really take off once SOL finally broke out of accumulation >$50 (pictured in blue is WIF)
in nov 2026, we will see meme coins on solana really take off once SOL breaks upwards past $100 again (pictured in green is $ZCAT)
rick retweeted
it's worth noting
every cycle, near the bottom of the bear,
there's a period of time where the threat to crypto *feels* existential, in a credible way.
i don't think it's a real bear market, nor do we get a real bull market, until something like this flushes out "tourists" (as much as i hate that phrase)
if you weren't there, or were there and forgot, the period of time bracketed below, but especially the circled area..
i almost sold everything there
this was the debanking era. honestly felt even worse than what we're experiencing today. it wasn't down to "unknown advances in quantum/AI cryptography" (that many cryptographers dispute the timeline of)
it was down to the stroke of a pen/will of a few bureaucrats.
basically any/all financial institution involved in the plumbing that supports being able to on/offramp crypto was being both openly (and secretly) undermined with a goal of destruction
everything would have gone to zero.
i know some people were like "but btc/crypto is permissionless and decentralized and cypherpunk! no central entity can shut it down!"
yeah but you know what central entities *can* do, if they have the right regulatory/agency backing, and political environment?
effectively remove the "buy" button for 99% of users by killing the intermediaries that provide rails/UX for anyone that's not a 2010-era computer science nerd.
i remember at the apex of this, headlines came out that the NYS AG was suing ethereum (or something similar) which was my biggest holding at the time
thankfully lawsuits brought by coinbase/other parties were beginning to very, very slowly lead to victories in courts, and soon enough, we got the ETF news, and we were off to the races again
this time, the existential threat has a different face/shape/name, but serves the same purpose. we can't have big upside without big risk. those that are plugged in enough to see a light at the end of the tunnel and throw their plums, rod, and chips on the table can reap the reward. been this way for 15+ years.
i don't know when we ultimately go to new highs, don't know if we go lower, but happy to sit here and endure the discomfort
diaperliquid.
rick retweeted
Joining the homie @Lingard0x on this movement.
Just locked in another $1,000 buy on $JEFF
This is my last effort to make a difference in the trenches. Nothing changes if nothing changes.
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Sand Kitten Corporation beat earnings. Unlimited demand.
$SNDK says “demand from our customers is growing faster than our supply” with data center NAND demand expected to grow ~40% in 2027.
And with two-thirds of FY2028 supply already committed under multi-year deals carrying ~$94B in minimum revenue commitments it makes you wonder if the traditional NAND cycle is starting to change.
SanDisk Q1 earnings above expectation.
Sand Kitten holders get a share of that
solana:8t5C4AWDg4CroMChxdo7rG2e8nJM31QG2GG7Czx9X7x2
$SNDK Q1 EARNINGS
• Revenue $11.0B vs Est. $10.6B
• EPS $49.51 vs Est. $46.22
• Operating Income $8.9B vs Est. $8.4B
• Data Center Revenue $4.8B (+61% QoQ)
Q2 Guidance
• Revenue $12.4B vs Est. $12.2B
• EPS $56.00 vs Est. $53.19
SanDisk announced an 8-for-1 stock split
rick retweeted
They forgot #9
Sand kitten solana:8t5C4AWDg4CroMChxdo7rG2e8nJM31QG2GG7Czx9X7x2 is now paired to sndk stock
8 things that were meaningful but not in the $SNDK release:
1. supply is spoken for: ~50% of bits under multi year (NBM) deals for FY27, ~2/3 for FY28, and that share is going higher
2. the NBM pipeline now exceeds sandisk's supply through the end of the decade
3. customers say they underestimated how much NAND they need. one of the biggest has signed a second tranche, others are in talks
4. calendar 2027: data center bit demand ~+40% YoY and over 55% of the nand market, after more than doubling in 2026
5. Q1 growth was ~60% volume, ~40% price. the Q2 guide assumes modest like for like price increases, and pricing keeps rising modestly through the year
6. no supply response: bit growth stays mid to high teens, no plan to speed up node transitions
7. NAND run in SLC mode is being tested as a DRAM substitute at a 20 to 40x cost gap. each SLC bit uses 3 to 4 bits of TLC/QLC supply. architecture talks, not sales yet
8. first HBF die taped out and in fab, samples next calendar year. still not in the long term model
@SanDisk
rick retweeted
Haven’t hard shilled a coin in a while. I’m most excited about Shiitake ( $shiit ) from @liltechnomancer right now.
It’s a novel, customizable workspace for ai agents that gives them access to their own pcs to work on. Think of it as ai assistant, cloud development and an app platform all in one.
I’m very impressed with the work Levi has put in on both the tek and branding sides. Looking forward to seeing how this product develops and evolves over the coming months.
fungi.computer
412ECWXN3jGbd1kn8ck7eeupWttkmrFkNm9JqfAzpump
rick retweeted
Belief is not in style right now. Which makes it the perfect time to pick something to believe in and stock up cheaply.
We don’t have a holder problem. We have a morale problem. When people observe hyper rotation, pvp, and a lack of conviction success stories they lose faith even if they WANT to believe. Morale is at an all time low and people would rather adapt to style they don’t like than lose trying to play by old rules. I don’t blame them. It’s not easy watching numbers go red and keep holding.
For me, it’s a mix of being stubborn and delusional that makes me continue to play the belief game despite the current trends. My bet is on memecoins as a whole, and knowing what brings morale up and attracts new players in. it isn’t kids with lambos. It isn’t YouTube tutorials on how to drill. It isn’t “celeb traders”. It’s seeing little guys with $200 and contagious bagwork energy creating their own luck. The normie who makes their year pay off one coin. That’s why I started my public wallet with $200! To show it can be done.
Anyway, I don’t feel bad buying more supply these days. One man’s trash is another’s treasure, if it was dumped by the first owners then it’s better off with me. I am top holder of many of my bags. It may never result in anything, but money always returns and my efforts rewarded even if not on that play. Or it may result in something, which would be the best case scenario for the entire game.
All I know is the multi mil runners will return one day, and it’s going to be the delusional believers in charge. And I will be positioned accordingly
