Stef 🪄

been trading silently on @basedbot last 50 days, closing at +45k on EVM (mainly rh) but i need a new challenge to keep me sharp so starting a new one on @fomo last one managed to turn 3k -> 70k all publicly on @fomo but then roundtripped to 35k and lost my momentum lets do now 15k -> 150k. follow my trades here: fomo.family/r/stefchefg lets get it. 🪄

My biggest meme conviction plays for Ink exposure are: $BEAST / @BeastTheMascot and $ANITA / @ANITAONINKCTO $BEAST - official mascot of @krakenfx $ANITA - official mascot of @inkonchain - both competing for #1 meme on Ink chain - narrative is superior to any other token on the chain - mascots always run the hardest - both at similar valuations ~ 1-1.3m mc - many kraken/ink x posts marketing their mascot - @inkonchain, @arjunsethi, @cruelhandeth interacting with both beast/anita x accounts - devs are both og ink natives and well connected in the space - both are building since the beginning of the chain since '25 and have survived through the rough bear market - both down 70-80% from ATHs presenting good R:R I dont have a favourite one, $BEAST maybe because PA is way better, but one of them will be the chosen one to run as the #1 meme mascot on Ink, market will decide which will be the winner. Good luck to both teams! 🤝 As you know @fomo still havent integrated Ink chain so my bags are public and visible on @pumpfun app: pump.fun/u/stefchefg

My biggest tech conviction play for Ink exposure: $QUOTRON / @Quotrons404 at 3M mc. $QUOTRON tech is similar to $STONKBROKER on RH - you burn the token to create a productive NFT that earns tokenized stocks passively via trading fees. $QUOTRON has a 3% trading fee -> 2% converts into tokenized stocks and distributing them to holders, 0.65% is locked into strengthening the LP, 0.2% goes to direct buybacks & burns, 0.15% to dev. Won't go much into details how the tech it works, will just lay out the reasons why I'm bullish: - Dev @cruelhandeth is officially on Ink team (as you can see from his x badge). He's got everything he needs to make it work - he has all support from ink, he's got the connections and he's been shipping consistently, truly a world class dev. - The only infra play you can bet on for INK success. I love the fact dev is building a whole ecosystem around $QUOTRON - dozens of new serious builders and ink projects are launching under Quotron tech, adopting it as a core part of their mechanism. - Loyal community is forming around Quotrons and can say its one of the biggest and most cultish I've seen - ~75% of the supply is already permanently burned from people burning their tokens to acquire Quotron NFTs, making the token <750k real mc (which is crazy having in mind dev works at Ink) - $QUOTRON was launched on RH chain to attract a larger community beyond ink natives, and dev has confirmed they will bridge to INK when timing is right to dominate the chain - Resonates with @inkonchain's mission to grow their RWAs TVL dominance on the chain (esp after they bridge to Ink) - Asymmetric opportunity - R:R is very attractive, down 80% from ATHs, onchain volume seems quiet, sentiment is down bad, everyone scared to bet anything - perfect environment to size in. I've been publicly accumulating $QUOTRON for a while on @fomo, so make sure you follow me to see my trades: fomo.family/r/stefchefg

My thesis for @inkonchain and why I think is the next big chain with massive potential (like early RH/Base chain) Ink chain is the official L2 by @krakenfx exchange, one of the leading T1 CEXs in US Why do I think Ink chain has better asymmetry than Base by Coinbase / RH chain by Robinhood? Here is what catalysts we know for the chain: - $INK TGE & airdrop confirmed with tokenomics dropping as early as this Q4 - $INK will drive massive flows to the chain - Kraken IPO confirmed for Q2 '27 - another good attention event - Kraken owns @xStocksFi and their plan is exactly like RH - own a large share of tokenized RWAs volume pie and grow their TVL on their native chain @inkonchain - so the same game plan like RH chain - Top tier team - @arjunsethi (CEO of Kraken) is very well respected public finance/crypto figure, he has a seat at every major US crypto roundtable (next to CZ, Brian Armstrong, Vlad Tenev, etc) and the same guy has started showing support to a number of meme/nft INK projects (even changed his banner with few meme/nft projects displayed). - @inkonchain + @krakenfx as well have been showing support and interacting with ink meme projects on x - which is a big green flag that they know how important is meme culture for the chain - Base & RH both already had crazy PVE seasons with multi 9 fig runners and exponential growth in TVL (Ink is yet to prove itself and still havent had a huge capital rotation and big KOLs push - all chains good or bad have their PVE szns even if only for a few days, Ink is still yet to have one) - Kraken/Ink team recently started showing signs of building speculation around the airdrop - which is a good indicator its close - Kraken have confirmed they will start listing ink coins when timing is right - @fomo still havent integrated INK chain - so that will be another catalyst that will onboard new KOLs and traders to the chain - Ink still havent had the "new shiny chain" syndrome that sends even shitty chains like Arc in PVE for few days Also I've been early to Base & RH and have seen what makes a successful chain: 1. Strong backing and influential/charismatic leaders -as I said we have that with @krakenfx + @arjunsethi + @xStocksFi + @Payward and all necessary legal frameworks/connections to make @inkonchain work 2. Inflow of new developers/builders deciding to build on the chain long term - we are seeing generous builder grants by @inkonchain as well as big wave of new serious builders focusing on INK last few months + I've seen the top INK projects are receiving plenty of direct and indirect support from Ink/Kraken team 3. Future flows of new volume to the chain - as I've listed the catalysts above, this should be easy So the next logical question is how do we bet on INK chain? Which are the best projects for exposure of INK doing well? 🧵...

Going live tomorrow on @fomo podcast at 12pm ET. Will talk about my trading journey and lessons I learned along the way. Will share tons of alpha, be there! 🫡