Bapesta がリツイート
Bapesta
2.9K posts

Bapesta
@Bapest8
Learning and having fun in web3 | @well3official SK @memeland
参加日 Eylül 2018
3.5K フォロー中3.4K フォロワー

Assets added to the roadmap today: Seeker (SKR), FIGHT (FIGHT)
coinbase.com/blog/increasin…
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Getting on OKJ is significant because it’s not easy.
Japan has one of the strictest regulations, a high entry bar, and only a few listing slots. Exchanges need to believe enough to list $MEME.
This alone says a lot about how far we’ve come.
Just the beginning.
OKJ(オーケージェー)@OKCoinJapan
\MEMEの取扱い/ OKJでは新たに、 #MEME #ミームコイン の取扱いを開始します。 ■対象サービス 取引所、販売所、積立、入出庫 ■取扱い開始予定日時 2025年11月11日(火) 17時00分 ※開始時刻は前後する場合がございます。 ■詳細: support.okcoin.jp/hc/ja/articles… #OKCoinJapan #OKJ
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Got to hand it to Monad’s Marketing team; the cards campaign worked.👏
This campaign had top CT accounts:
→ Showing off their cards
→ Pretending to sell cards
→ Admitting they missed the claim
All free engagement.
Zero cost, max reach.
PS: A rare holo Monad card with my @Memeland MVP, they think I actually work🤣
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Bapesta がリツイート

Some of my honest thoughts about Memestrategy
From a mere Web3 user. Now I am back to a time when I had to follow news about stock options, dilution ratios or corporate financial reports because of Memestrategy.
Here are my personal perspectives
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What's Happening with MemeStrategy?
MemeStrategy is launching a Rights Issue to raise $19.81M USD (HK$154.80M). They're offering 1 new share for every 2 existing shares at HK$1.262—a 49.7% discount from the HK$2.51 closing price.
If fully subscribed, they'll issue 122M new shares, increasing the total from 245M to 368M. After expenses, they'll net $19.58M USD (HK$152.96M) for operations and Web3 development.
Here's what this means for different stakeholders 👇
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Perspective 1: Stockholders
If you're a MemeStrategy stockholder, this Rights Issue isn't great news. Let's break down why:
- MemeStrategy needs 45% of the funds ($8.81M USD) just for basic operations—salaries, rent, and debt. They lost RMB30.7M in 2024(Note that this loss was the responsibility of the old board of directors before Ray and his associates acquired 2440HK.), suggesting they're running low on cash.
- The Rights Issue will add 122M new shares—a 50% increase—diluting your ownership by 16.7% if you don't participate. For example, if you own 10,000 shares (0.004% of the company), your stake drops to 0.0027% after dilution. Even if you exercise your rights and buy 5,000 more shares at HK$1.262 each (HK$6,310 total), the stock price will likely fall to around HK$2.10 (down 16.7% from HK$2.51).
- Ray controls 64.31% (157M+ shares) through Home Office Development Limited. He can buy 78M more shares to maintain his stake but hasn't committed yet. If he doesn't buy by July 18, 2025, his ownership will drop below 64.31%, a move that could shake market confidence. Investors want to see the CEO fully committed, especially during tough times.
- The steep 49.7% discount on new shares suggests the market has overvalued the stock. With no underwriter guaranteeing to buy unsold shares, it's risky. Their March 2025 mandatory offer only attracted 18,000 shares. If this Rights Issue underperforms, they'll raise less capital and the stock could fall further. Ex-rights trading starts June 24, 2025, with nil-paid rights trading from July 8–15, 2025. Expect significant price swings.
My Take for Stockholders: The situation is challenging. MemeStrategy faces a cash crunch, dilution risk, and uncertainty around Ray's commitment. The stock will likely drop to around HK$2.10, and market confidence could erode if Ray doesn't participate.
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Perspective 2: Memeland Ecosystem Holders
- MemeStrategy is investing 55% of funds ($10.77M USD) in AI and blockchain initiatives. They're allocating 15% ($2.94M USD) to R&D for dApps and smart contracts, 20% ($3.91M USD) to hire technical talent for digital transformation, and 20% ($3.91M USD) for IP and traditional company partnerships. This aligns with Ray's Web3 vision since acquiring the company.
- Ray brings serious distribution potential with 9GAG's 200M+ users and 200K creators. Imagine MemeStrategy launching a creator-focused dApp using our NFTs, or a decentralized network (DePIN) incorporating our tokens. With 9GAG's promotional power, we could see significant adoption. Success here will be huge for our ecosystem, potentially driving up token value through increased utility.
- But here's the reality check. This won't happen overnight. Building Web3 infrastructure takes time, especially as MemeStrategy transitions from IoT. We're looking at 1–2 years before seeing concrete results. Plus, the Rights Issue doesn't specifically mention Memeland, so our role isn't guaranteed. We'll need to wait for Ray's future announcements.
- MemeStrategy's financial constraints (45% for operations) could slow progress. If they don't raise the full $19.81M, Web3 initiatives might be scaled back, delaying potential Memeland integrations. The volatile Web3 market adds risk. Plus, as a public company, MemeStrategy must work with licensed partners, potentially slowing innovation.
My Take for Memeland Holders: We're looking at a long-term opportunity with potential short-term catalysts. The $10.77M USD Web3 investment could drive significant value in 1–2 years if Ray successfully integrates our NFTs/tokens into dApps or partnerships. 9GAG's massive audience provides adoption potential, but we need to stay patient—quick gains aren't likely.
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Final Thoughts
MemeStrategy's Rights Issue presents different challenges for different stakeholders. Stockholders face immediate concerns with cash flow, dilution, and stock volatility.
For Memeland supporters, it's a longer-term opportunity that requires patience and faith in Ray's vision. While the foundation looks promising, execution will be critical.
What's your take? Share your thoughts below!

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Giving you free $LOUD alpha:
Every time you see @stayloudio do your best to engage with it
Replies, likes, RTs.
It all boosts your mindshare.
Leaderboard farming is simple.
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If you need a smart follower for @stayloudio and I haven't followed you:
Like
Comment
Repost this post,
I am following everyone back❤️
We all are in $LOUD together 🤘🏻

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9 ranks to go until we are top 25
was sleeping - lost 2 positions but we are FULLY back now
every like, comment & kiss won’t be forgotten
giving rev share to my commenters under my @stayloudio posts. ($5000)

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If you are not in @stayloudio’s top 1000
And have been too lazy to comment
You still have time, I got you
Following 100 people who have Loudio content on their page…👇

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created group where @stayloudio
$LOUD yappers & smart followers
can support each other
quick REPLY to JOIN 🔔

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Until my theory changes (which it hasn't):
I WILL NOT SELL MY $MEME CONVICTION BAG.
They are calling us delusional, this is a good thing. Generational wealth is made by buying when others think it's crazy to buy.
THIS IS MY @MemeStrategy.

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