JumpTheString 🦄💨✨

Real talk, $UFD is my biggest conviction play. This 54 year old silver collector turned YouTube streamer (@BasementRon) thinks crypto is nothing but unicorn fart dust. One day he launches a Solana coin in 3 hours on Pumpfun. 100% fair, no presale, no team bags, nothing shady. That shit rips to $240M market cap in 48 hours like a goddamn rocket. Now we’re sitting around 9M and the holders are locked in - actual diamond hands who refuse to sell. Community is real as hell. Ron’s on stream every day from the basement, turning down fat offers left and right, pushing merch, McLaren racing wraps, the whole thing. #GoodAttractsGOOD ain’t just cope here, it’s the actual culture. Ron accidentally built one of the best meme stories of the whole cycle. When it catches the next wave it’s gonna be insain. I’m buying this dip heavy. The dust ain’t settled yet $UFD. Head to Unicornfartdust.com if you wanna see the vision. Who else riding with me? #solana #pumpdust

Bringing back one of my classic favorite song from our Duster @3ky_eth who created this hit for $UFD. 🦄💨✨ 🔥🔥 Hope you’re doing well burgerman. 💜 @coinbase

I know people love data and this is why I'm always bullish. I scraped every token from DexScreener's Meme Hall of Fame and built an analytics dashboard. dexscreener.com/metas/meme-hal… Metcalfe's Law. NVT. Holder density. Liquidity depth. ATH upside. 47 tokens scored head to head. The algorithm's #2 overall pick but #1 in safety: $UFD • 35,600 holders on $8.9M mcap (4,000+ per $1M) • 12.4% liquidity/mcap ratio • 51.8× to ATH • GT Score: 93.88 • One of the broadest holder distributions in the meta Every other token was measured the same way. Same formula. Same weights. No bias. At this mcap with these fundamentals? Best risk/reward setup in the Hall of Fame. The data speaks. Screenshots of the full dashboard

It’s a stunning day in Panama Oeste Province as $UFD's professional race car driver, @as3_og, and his team take to Autódromo Panamá to prepare for tomorrow’s race at 5:40 CST. Today is all about the grind behind the scenes—dialing in practice sessions, fine-tuning the car, tackling engineering adjustments, planning tire strategy, sharpening driver performance, and completing final checks and compliance. @as3_og is locked in, race-ready, and proud to represent $UFD—bringing the energy and showcasing Dusty, our IP, on race day. Mark your calendars and join the $UFD community for Race Night—featuring a special party set by @Deejay_Litmus.

@Idiosync_Cap @LeylaKuni A AAA CLO bond has never defaulted, MM or PC or BSL. Static or reinvest. probably true for AA, maybe A. BBB have certainly PIKed, probably never defaulted / lost par or if so very rarely. The equity in these things is cash on cash heavy up front first 18 months...

@LeylaKuni Maybe mention upfront that it’s a PC CLO - tiny tiny market compared to BSL CLOs. AAA tranches in BSL have never defaulted. PC CLOs still untested though to your point - will be interesting to see how they perform.

by popular demand: an example of a CLO capital structure > Cliffwater's CCLFX holds $16M of the bottom tranche on the books In their defense, default rates are at 0% for upper tranches since 2010. Low single digits for mezzanine. How this holds up in a recession is tbd

@chryskon @LeylaKuni Some of the best trades in structured finance last 30 years were CLO equity 08 09. If you were in 06 07 and able to continue to reinvest, you made a killing. How does it happen this time around with a little more leverage at underlying loans? Idk.

This is middle market CLO structure based on par sub of Triple A tranches. Really hard to lose money at Triple A level. For equity right now they’ve been marked down but still paying out excess cash flows. Any CLO equity investor in 08/09 knows that it hurt at the time but best return came immediately after especially rates were cut and libor floor arbitrage supercharged returns. This was for BSL CLOs since MM wasn’t prevalent at the time.

@danzar1985 @NickNemo17 This is not correct. CLO mgmt fees are typically three fold: senior (1/3 to 1/2), junior (2/3 to 1/2) and then a back pay / Euro style incentive that doesn't often hit anymore. The senior doesn't turn off ever. The junior rarely does. Combined 40-50bps

@NickNemo17 To be clear, im talking specifically about the CLO managers fees, not Cliffwaters.

To be clear: 1/3 of $CCLFX sits in PIVs run by a third party. Nobody, not me, not you, not the anon PC accounts, can say the exact fee load on that sleeve. I am asking for TRANSPARENCY. What I can tell you: it’s fees on fees on fees. It’s gates on gates. CLO equity marked at par (someone tell me what CLO equity actually clears at right now??). And PIVs reported at NET exposure, not gross — so that 1.3x leverage headline (~$47B/$32.5B) is NOT the whole story. Don’t tell me I can’t scrutinize the third with layered fees because the other two thirds doesn’t have them. That’s not a defense. That’s a deflection. I want every loan, every allocation. The PIV black box is exactly why I can’t get there. If you want to justify that structure, I’m here. But “the rest of the portfolio is fine” isn’t the conversation I’m asking for. Why is it so offending that I would like to discuss the marks and fees being pushed to retail?

🚨🚨 Unicorns, start your engines and get ready for the first race of the 2026 GT Challenge de las Américas, featuring $UFD's own—and Costa Rican National Champion—@as3_og. 🚨🚨 🚨🚨 Party with @Deejay_Litmus and the rest of the $UFD community, while @as3_og battles for the first trophy of the challenge at the @autodromopanama in Sajalices, Panama.🚨 🚨 🚨 🚨 If your Crypto community is one of the more than 30 million that does not have its own professional racecar driver, we invite you to party with us Saturday night, March 21, 2026. Stay tuned for more details.🚨 🚨

@wobblhash @HayekAndKeynes That said, you have a melting ice cube problem for CLO equity during real default cycles, especially if PIK this cycle pressures IC tests. Long story short - CLOs and equity will be fine as an asset class, but not all names will be (ECC? Oxford Lane?)

Key distinction that most people miss. Software equity multiples compressing 40% does not mean the underlying debt is impaired. Most of these companies still generate enough cash flow to service senior obligations. The CLO equity pain is real but it is a mark to market problem not a fundamental credit deterioration story. BDCs with lower leverage have even more cushion. If spreads widen another 50bps from here that is probably the entry point of the cycle.

Quick update on credit markets… Saas-pocalypse has spread to credit markets too (though in a much more modest way). The most acute pain has been felt in CLO equity (similar pain in BDC’s as well despite having much less leverage). I agree with the blog post below from @UrbanKaoboy that suggests that a lot of this pain is overdone on the debt side (as it relates to software risk). There is a big difference in equity multiples re-rating lower and defaulting on a three year bond and assuming no recovery. Credit risk and equity risk are very different here. For what it’s worth, I think we probably still go lower given how tight spreads are, but this should present a good buying opportunity soon, assuming Iran doesn’t derail the cycle (not my base case as impacts will be short term). Generally speaking growth has been pretty stable and inflation is still low. urbankaoboy.com/p/investing-cl…

@wobblhash @HayekAndKeynes ... CLO structures have limited MTM risks though (CCC migration is really it (linked to but directly MTM risk)); no forced sales, no EODs, worst thing that happens as the loans drop in MTM price is it can cut off your reinvestment and stop opportunistic / offensive activity.

$UFD is gonna be the coin that captures what it really means to believe in something. It ain't just for crypto people, it doesn't live on hype, it lives on belief, lives on the mission, lives on the fact that Ron has outperformed every bag worker in this industry no matter what day crypto looks like. Dude has really showed up every single day livestreaming and on Twitter for 424 days straight and there's receipts to prove it. No complexity, no overhyped Unicorn Fart Dust promises. Yeah it might bore you now but when that candle hits, watch how many mfers suddenly start acting interested.

@RevGroupLLC @LeylaKuni What he said. It's the only thing that makes sense if you understand how these relationships work with affiliated insurers and having 3rd party investors.

@LeylaKuni Proportionate strip sale.

This has been bugging me for a week: The screenshot below is from OBDC II's 8-K announcing the sale of the loan portfolio. The sale was partial: they took 96 loans, and sold 59% of those loans (with the implication that the remaining 41% stays on the books) QUESTION: are they the same tranche??? In other words, did they sell pro rata exposure, or did they sell one layer and keep another? ABF experts, please opine.

$UFD is the next… Yeah, I'll wait. You can't compare it to anything it has no ceiling, it has no top coin to it. It's in its own category. Because all I hear is, "Bro, it's the next UFD." No one can recreate a mistake that happened by chance. A story and lore that will be told by many.

Brick by Brick, Day by Day Another man's sale is another man's wealth

Did you know that the average meeting of three OG $UFD Dusters is 10 times more likely to produce high-impact outcomes for their community than a well-meaning congregation of 10 degens? If you have an idea that you think is cool... it probably is. Get together with a few other Dusters and make your initiative happen. You’ll be surprised at how much Dusters can accomplish when they work together. Higher.

I wake up to this every day, then punch a hole in my wall to get ready for the day. Amped and ready to trade.

14+ years in this game. I've seen it all. The scams. The rugs. The hype that dies overnight. This is different. This is what a memecoin SHOULD be. This is what a real community SHOULD look like. This is just the beginning of something bigger than words can't even describe. Thanks @BasementRon for all you do. HBD🫡

Happy Birthday @BasementRon 🫡

This isn’t just the Year of the Horse — it is the Year of the Fire Horse, a rare event that occurs only once every 60 years. The next Fire Horse year will not arrive until 2086. The Chinese zodiac cycles through 12 animals, but it also rotates through the five traditional elements: earth, wood, fire, metal, and water. Each pairing of animal and element creates a distinct energetic signature, making the Fire Horse far more intense than a standard Horse year. What does the Year of the Fire Horse mean — and why is it significant to the $UFD community? According to Jonathan H. X. Lee, an Asian studies professor at San Francisco State University, the horse symbolizes strength, grace, endurance, loyalty, freedom, and success. These are all qualities easily identifiable in our community. Lee points to the Chinese idiom, “When the horse arrives, success arrives,” explaining that the horse’s energy is associated with yang — active, dynamic, life-generating energy that reflects ambition and vitality. In Chinese astrology, Horse years favor decisive action and independence, while also cautioning against impulsiveness. The Fire Horse carries all of the Horse’s traits — power, stamina, independence, loyalty, and prosperity — but each is amplified by fire, the most volatile of the five elements. Fire intensifies everything it touches. As Lee explains, “The aftermath of fire is growth.” Fire clears, transforms, and creates space for renewal. A Fire Horse year therefore presents powerful opportunities for expansion, encouraging individuals to push forward with personal goals, embrace change, and endure the process in pursuit of ultimate reward. The Fire Horse is also symbolic of speed — a sprinting force. This suggests that 2026 will be a year in which events unfold rapidly. Experts describe Horse years as demanding bold action and risk-taking, in contrast to 2025’s Year of the Wood Snake, which emphasized caution and strategic patience. Like the Fire Horse, $UFD embodies speed, intensity, conviction, and momentum. It is not cautious energy — it is catalytic energy. Fire Horse years disrupt the existing order, clear away stagnation, and reward those willing to move decisively. In the same way, the $UFD community thrives on bold action, collective belief, and resoluteness in execution. What may appear volatile from the outside is, from within, transformative force. The Fire Horse does not wait for permission — it runs. And communities like $UFD are built by those willing to run with it. $UFD Higher. [Source: 02/17/2026, National Geographic Magazine article: The Year of the Fire Horse is back—for the first time in 60 years]

CONVICTION!! Saying goodbye to my biggest hobby, just so that i can buy this dip. This is how much faith i have in $UFD