@deathcab i guess my thinking is that if some of these institutions start selling it won't cascade as quickly as if saylor ever does.
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stoopid102
2.5K posts
@stoopid102 Institutions own way more of the gold supply than the bitcoin supply
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Unpopular opinion; Everyone who wants to own Bitcoin already does.
It’s been 17 years. People have had plenty of time to buy in.
If bitcoin goes mainstream, it won’t be with spot buys and hardware wallets.
It’ll be what the mainstream wants;
Low volatility yield.
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@TotalBuzzKit @deathcab i wouldn't be comfortable sitting in a memecoin with someone unreliable owning that much supply with no intention of ever stopping the degen accumulation. risk/reward starting to look better somewhere else then imo.
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@stoopid102 @deathcab Such decision makes no sense. How does Saylor's ownership influence Bitcoin's advantages over gold?
Satoshi-controlled addresses hold an estimated 1.05~1.1M $BTC. This is above 5%, and was significantly more in years prior.
Why doesn't that trouble you, but Sailor's actions do?
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last time dtrain bullposted something this hard was fartcoin at its first proper retrace to around 30m. probably nothing though.
Dtrain22@dtrain22k
For the first time in a year we have a coin where the dips are actually a buying opportunity. A gift. Backed by pump fun and foundation capital. Think about what that means. Those companies don’t like to lose and they back innovation. You have catalysts you know are coming. Public beta. Product launch. The product is the silver bullet. The product is good. People will like using the product daily. This isn’t a meme coin where you don’t know if the bundle will kill it once they decide they make enough. This is a buy and forget you own it coin. Buy it and watch it all play out. This is a product coin. This is the first real internet capital markets coin. Fair launched. Building in public. And most importantly building something innovative and cool af. This is what crypto is about. This is Pumpcade.
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@chrisgrx_ agree, but can't see a scenario in which quantum doesn't keep haunting btc for the coming years. doesn't mean it's overvalued right now, but for the first time in years sitting in spot bags is starting to feel slightly uncomfortable.
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Worth reminding yourself that narratives come and go on a monthly/quarterly basis in crypto, especially for BTC. These quantum news can have a huge effect long-term on crypto (3+ years from now), but you're handicapping yourself if you put too much weight on it in mid-term basis. This market is changing narrative bias as often as a redarded Reddit poster on WSB. If BTC have 2 months of green / up-trending PA, then no one will talk about it. Trade the chart/flows instead of something that may or may not happen in a few years.
chris@chrisgrx_
Yeah, there's not enough confluences to be a bull on BTC or NQ right now. With that being said, I wouldn't get too bearholed, and not agile if we see some sudden changes in momentum, or shift in demand for BTC (specifically). For now, BTC is still holding on relatively well. You can make a good case for starting a long-term TWAP in this region. I'm not going to do it yet, because I want to trade in-and-out this year (in most cases). As I mentioned back in Nov/Dec 2025, I still believe 2026 will be a traders year. I have no interest in sitting underwater for a long time when I can do weekly trades in this current great vol conditions across markets.
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The winds have changed.
The AI meme coin season in 2024–2025 rewired traders’ brains on how to value and trade meme coins. As we moved into the bear market, coins could barely bond, and projects struggled to reach even $100M or $10M.
Some people adapted. Some didn’t.
The ICM meta was the narrative last year, but there were too many founders who were just here for the money, or who called themselves “devs” without actually knowing how to build.
Believe dies so real builders can fly.
People told me I was crazy when I said, “The market will be easier for real builders” after the crash post-10/10. I saw it as the beginning of the best market for investing, not trading.
That’s the inflection point.
Right now, you can keep trading meme coins and PVP to death. I’d take the opposite stance and bet on legitimate projects. People say attention spans are getting shorter, yet you’re still trading assets that rely entirely on attention - and that attention is shrinking.
That’s when I bet on @pumpcade and @PopPunkOnChain.
One thing I’ve learned - from engineering, strategy, and sales in my corporate career, to running my own companies and investing - is how to evaluate founders.
I’ve made a ton of mistakes. I’ve learned a lot of hard lessons through multiple setbacks.
The founder is the most important factor when investing in a startup. It’s not just about how smart they are. I’m drawn to founders who want to prove others or the norm wrong. They need to be a little obsessive. But above all, what matters most is their integrity.
Money, fame, and glory change people. Integrity is what drives exponential, long-term growth. The risk/reward is much higher when you invest in that combination.
I’m genuinely happy to see good founders win. Today is just the first step, but it’s a strong one for the future.
Again, the winds have changed.
What’s your play?
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@dtrain22k spot on. for me "getting" real memecoins was both a blessing and a curse. it enabled me to be quite profitable all in all, but i've been way too slow at accepting that the game had changed for good. still hoping we'll at least see some 2017 poloniex type exit pumps on some.
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When ppl complain about the trenches being dead and saying people need conviction when those same people are the ones who permanently killed the trenches I get annoyed.
The trenches are forever dead because of the following:
Paid meme coin trading groups (this is by far the biggest reason)
Trading streams (2nd biggest reason)
“Magically” catching the daily runner live on stream 69 days in a row.
The term daily runner
Never stop clicking
Pushing AI coins that had nothing to do with AI in any way (3rd)
Thinking AGI would be birthed on a blockchain
Pushing ICM and CCM (4th)
Anyone with an axiom badge.
Anyone with any trading terminal badge.
Anyone who pushed celebrity coins.
Anyone who pushed coin this.
Pump fun making the cost to create a coin 0 (5th)
Fnf bundle groups.
Anyone who took money to shill a coin.
Trading on a public wallet (actually this is the 2nd).
People sold trenching as a career. As a way to consistently make money and not have a job when it was quite obvious it was unsustainable. You’d have to have an iq less than 60 to pitch normies the idea that they could be full time trenchers.
Theres a reason I bull posted specific coins I liked and never once talked about trenching or daily runners.
I think that about sums it up. Meme coins were NFTs 2.0. They had a good run. The liquidity is gone and never coming back just like it never came back for NFTs. Yes there will be the occasional coin from a marketing agency like white whale that runs or something that gets crimed randomly like pippin but you won’t figure it out in time to buy.
I’ll always love real meme coins just like I’ll always love NFTs. They are fun. There’s great communities out there. Hpos10i. Mog. Fartcoin. Spx etc. But that does nothing for liquidity especially with the amount of money that got drained from retail during the meme cycle.
Figure out what’s next. The good thing is that everyone on my above list that killed the trenches isn’t smart enough to figure out what’s next until they’ve missed it.
Bear markets are for builders with innovative new ideas for example when hyperliquid was born.
I was early to NFTs. I was early to memes.
And I’m probably early to what’s next yet again.
rogmaxi 🐧🎣@NSurf904
@dtrain22k I miss this dtrain nice to have you back in your element
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@taofath watching the pumpcade chart develop organically made me realise how badly we all got used to getting raped on shitcoin charts in the last two years. the bundling, the fee collecting, all this nonsense. just hoping those fuckers are staying away from this one
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$pumpcade
dude OK, let’s be real, this project will go way above 100m+, I have enough patience, don’t care about the short term price, (will go up)
just wanted to point out ; we have an actual product being produced in front of our eyes, raised a million dollar, won the hackathon, Alon is backing, hiring engineers, real developers - doxxed and it’s sitting at 15m AND you guys are still talking about some random memes and Lobstar Wilde chatbot shit,
hello?
why is no one talking about this on CT? is CT really full of shit? i mean I knew it but, really this full of shit?
afraid to trade without your bundles?
can’t top blast?
you can’t trade without buying 1%?
full of shit
Send this to trillions
signing off
Pop Punk@PopPunkOnChain
What an incredible journey the last 6 months have been. I launched $PUMPCADE on @Pumpfun to build a side project which very quickly became my full focus. For 5 months I shipped this product totally alone, in public, without paying myself a dime. Last month, I was selected as a winner of Pump Fun's hackathon, and everything changed. Within a matter of days, I filled this round with massive oversubscription... WITH A LIVE TOKEN. Unheard of. @Pumpfun is creating a new paradigm for building a company onchain, and there is no better lead investor for Pumpcade than them. Now, i'm proud to have secured capital to execute on Pumpcade's vision. With Pumpcade, we are setting out to build a new model for prediction markets. Faster markets. Instant Resolutions. Internet Native. I want to give a massive thank you to the $PUMPCADE community, as none of this could have happened without their support. They allowed me to bootstrap from day 0, and build a better future for prediction markets. Lastly, I want to thank @FoundationCap and @radiosolace, both of which immediately saw the vision from the very first call and decided to back us. It's time to pump your cade until you jackpot.
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spent like 12 hours extracting all the alpha from founders msgs in the discord regarding $cards
posted it in my tg channel t.me/stefsden
take time to read everything, its some nice info i extracted
Stef 🪄@stefchefg
sizing into my next high conviction play $CARDS @Collector_Crypt why am I crazy bullish? 1) $17m treasury of trading cards under the token(token is <10m mc lol) 2) $300m+ revenue/$24m in PROFITS last 12 months(token is <10m mc lol) 3) co founder & ceo @TuomHolmberg confirmed a chunk of the profits will go towards direct buybacks "pretty soon" in a podcast 3 weeks ago 4) also confirmed % of each pack sale on their platform will flow into systematic buybacks(theyre averaging $70m in volume monthly) 5) project similar to $HYPE, its generating revenue outside of crypto + been consistently growing revenue/profits despite broad crypto underperformance buybacks announcement will officially place it under the same playbook that made $HYPE the biggest outperformer in the top 100 crypto coins 6) Tuom will continue to build CollectorCrypt around the $CARDS token + said his long term vision is to make $CARDS the first fully liquid & tokenized "trading cards/pokemon index" in the world so ppl can invest in this new exploding asset class without buying physical cards 7) really asymmetric r:r at 10m mc, survived -95% drawdown, bottomed af chart, showing some strength 8) team is committed for long term, not motivated by money/status or mass extraction, theyre passionate collectors themselves and they have decades of experience developing successful web2 startups which explains @Collector_Crypt impressive numbers tldr: buy some and thank me later🪄
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@xbt2027 appreciate the quick response! i think the "permalocked" part is the one i find confusing. but i'll properly read your longer posts again tmr with fresh eyes and just follow along the experiment. all in favour of new ideas that help us escape the current bonding curve scam hell
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@stoopid102 all stage funds go to liquidity pool
but you receive a proper valuation
i hope understand your question properly
if not please rephrase and i'll reply once more
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@dtrain22k agreed. the way things were handled and communicated so far make me think the same. been under water on this one until very recently, but it was still one of my easiest holds. always a very good sign.
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@stoopid102 I’m confident he will. He’s been in crypto a long time and gets it.
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@FestAKINBUSOYE natural result of a generation that grew up never facing any consequences. not at home, not in school, apparently not even when robbing a sainsbury's while covering their face. it'll take a few generations to (maybe) fix this again.
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Personally, I would have required they all were arrested and their parents/carers come to collect them from police custody.
Contrary to comments and narratives being pushed by some, this is not a policing problem, but rather an insight into what the future may hold.
Young children during school half-term, decide to storm a store and cause absolute carnage, steal from the business in numbers and cause significant alarm to other members of the public while filming their criminal activity for content.
Where does this sort of behaviour graduate to? What is the logical next step from this? How many of the parents of these children will know what they have been doing?
Shefford, England 🇬🇧 English
@jeremybooth @iconic__culture Can't wait for mine! These look great
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Signing “Long Way Home” prints today.
They’ll be shipping out soon!
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@vangoyaa @CARDELUCCI the floor price of larger nft collections is much harder to fake/maintain long term than the odd sold painting.
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@CARDELUCCI She does, I do like her work. But sometimes its good seeing peoples honest opinions
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Nina Chanel paintings sell for ~$900k+ and are hung in major museums around the world, yet her NFTs are trading for just $37 (0.018 ETH).
The disconnect between fine art and NFT floor prices are so confusing to me.
This is actually pretty sad.
FLAMINGO 🦩@FLAMINGODAO
Super Cool World #2075 by @ninachanel MoMA. Brooklyn Museum. And now, generative PFP. Nina Chanel Abney hand-drew 200+ elements for Super Cool World herself, then built a generative system from them.
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@CavanXy Doesn't this imply retail having bought the top again? Feel like the only people buying at the top were Saylor and about twenty idiots on here (me included). Don't think there was any meaningful retail mania for btc this time?
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