
founder @epoch_grails trading & making art
Midjourney
Joined May 2021
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Simaleksic retweeted
solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump CHART: 4H - 10/25 - Beautiful, that's all I have to say.
- Thank you for coming to my "JEAN Talk." -
much higher for the french lad
jeets out chads in solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump
Simaleksic retweeted
Thesis on $JEANPHIL : 1/6
1st major AI developed influencer with several million views across all social platforms the 1st week
Since then 20+ AI influencers have spawned copying the Jean Phil playbook
CT hasn’t quite embraced the memecoin but new meme videos keep spawning daily (99% by the community)
updated thesis: $jeanphil
i think a new business model is being built in public, and it trades at $3M.
a made-up frenchman got to 500k followers and 75M instagram views in two weeks on 19 posts. his coin was live two days after the first video, and every trade pays the wallet that created it.
i read that wallet (BS3F…dE3B). 2,021 SOL of fees so far, about $240k, around 40 SOL a day right now. it has never sold a token.
then three industries showed up in three days:
- fashion: a seat card with his name at stella mccartney's summer 2027 show
- music: a clip tagging @Lafeve7, whose track is one of the sounds of his videos
- ai: @higgsfield launched a product called ai influencer. the post opens "born in higgsfield. all over your feed." and the only account it credits is @JeanPhilMadame. over 1M views in a day
press calls it a coordinated scam. the chain reads like one guy: a 0.4 SOL first buy from a wallet funded five minutes earlier, no token sold in two weeks, and the wallets that held 79% of the coin when it left the bonding curve hold 4% today. the cheap supply is gone.
what isn't priced, because none of it is announced:
- the fee switch. pumpfun has a holder rewards mode where the creator fee goes to holders instead, pro rata, several times an hour. a coin can switch once and never back. this one hasn't. the stream is about $4.7k a day at this week's volume
- brand money. what those three paid him, if anything, isn't public
- the account said on sep 29 it is working with lawyers on proposals and a structure
what is priced: he's ai and ct got bored. more than 70% off the high.
what breaks it: the account stops posting, or the creator's 1.4% moves. neither has happened. what i don't love: the instagram bio dropped the coin link on oct 1, and the fees leave the creator wallet as they come in.
i fumbled $pepe. bought 10.85B for $160 in april 2023, traded it 30 times in 90 days and made $7.9k. that bag hit $308k.
i've made a lot of mistakes overtrading lately too, and i'm down $22k on the fomo wallet. it's all onchain. i'm going to make it all back.
i might be deluded. i see an extremely asymmetric bet.
oui madame.
solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump
Putting size in from the trading wallet.
People are stuck on whether the guy is AI. I don’t think that’s the relevant question. The relevant question is what actually happened in the last 10 days.
A character with a very specific look appeared, posted short videos, and took over Instagram, TikTok, and X almost immediately.
The edits, PFPs, and copy accounts came after. That sequence matters. Attention came first.
The token was released after the attention was already there. The official contract is on Solana. The mint and freeze were revoked.
The account tied to the character posted the CA, said they hadn’t sold, and said they needed time because something bigger was being built.
That could be true or it could be the usual script. I’m not treating it as proof. I’m treating it as part of the tape.
On-chain so far: the mint and freeze were revoked, the LP is still there, and the deployer wallet still holds about 1.4%. That’s not a finished rug. They did pull SOL out of the creator wallet, which is fees, not the token bag.
Early bundler wallets are still in the picture. They can sell. That’s the real overhang.
The token is down a lot from the high. Many people have already written it off as a scam. That’s normal at this stage.
Early meme tickets look like rugs until they don’t.
What I’m actually underwriting: this is not just another animal coin. It’s a character with existing distribution, now paired with a liquid token. That combination is newer than most people are pricing.
Virtual influencers existed before. Almost none of them had a live memecoin attached in the same week they went mainstream.
If the account keeps posting and the character stays in the feed, the token has a reason to keep existing. If posting dies or the deployer bag and those early wallets start hitting the pool, it’s over.
Simple as that.
I don’t know the next product. I don’t know if it becomes autonomous. I don’t need that answered today.
What I can see right now is a new format: a viral persona that can compete with real creators for views, and a market that already knows how to price that persona.
That’s why I’m in.
If engagement is over, I’m just taking the loss and moving on.
oui… madame…?
f u candle loading
send this boy higher solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump
🤖 Made with AI
Simaleksic retweeted
next update: every shop comes alive 🔔
💸 cha-ching feed: every trade on every shop, live, with what it paid the shop
🗺️ city unlocks: get 10 shops in your city to unlock it on the map
🏷️ holder discounts: hold solana:8HnLRKJ6XkeGq1tpmKPqn3yB5ruqbSR5LR5nVCNAshop, pay less to boost + feature
🧾 receipt stamps: scan at the counter, collect stamps on your profile
🌍 country firsts: every country's first regular, on the map forever
which country's next?
Simaleksic retweeted
$BTC Sunday update:
Bullish case is in play - retracing the LP that reaches up to $89.3k. It'd make sense to fully retrace it.
Personally, I was supporting more the bearish case last week but I was mindful and also ready for this trade as I explained.
What's next?
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