Bull.Path 🫵😹

The MOG thesis. MOG is the top meme for this cycle. 100bn is fud. In our biggest, most speculative cycle (our dot com moment), MOG is objectively the best positioned to be at the top. 4 reasons... MOG has: 1. Complete hivemind saturation 2. The strongest "shiny new thing" factors 3. A favourable macro backdrop 4. The most attractive mcap perspective I will lay out each reason and each reason will have sub-reasons that I will label as 1.1, 1.2, 2.1, 2.2, etc etc. References to other tweets will be attached as comments. 1. Hivemind saturation MOG has complete hivemind saturation, it has permeated into every facet you can think of. It has permeated: 1.1. Normie culture 1.2. Crypto culture And the fact that its a(n): 1.3. Verb 1.4. Emoji makes it incredibly sticky. 1.1. Normie culture Unlike the vast majority of crypto memes, MOG started out as a normie meme. Starting out from the fringes of the internet, it has been evolved to become a mainstream phenomenon that zoomers and gen alpha has come to love. Defined as essentially dominating in appearance, it has been highly associated with the ongoing looksmaxxing trend today. I have documented how pervasive this trend has been on tiktok. (see comment below) Zoomers are the new market entrants, it makes sense to have something that they are familiar with. It is human nature to seek out what is familiar in an unfamiliar environment. 1.2. Crypto culture The past several months have shown that MOG has developed a unique crypto culture as well. Revolving around the wearing of Pit Vipers and the assertion of dominance over other projects, it parallels the normie culture very well. The Pit Vipers are a mark of tribe association and "winning at everything you do" is the culture of the tribe. We have seen how everyone wants to be associated with this as it speaks to the inherent desire to do better and the Pit Vipers have become a symbol of "coolness." Take a look around CT and the Pit Vipers on pfps are quickly becoming the lazer eyes of this cycle. I also have documented how sticky this is in irl in my post about Art Basel below in the comments. 1.3. Verb Imagine being able to bet on the proliferation of an evolving verb in the largest, most dominant language in the world. I've said this in a prev post (see below in the comments) about how a trending verb can easily seep into the mainstream hivemind as it is used in everyday conversation/ context. The constant use and it being new gives it a huge competitive advantage over other memes. You can use the term "MOG," in virtually any context, you cannot do so with others. “That person mogs," "That person's getting mogged," etc etc. Makes sense.. “That person bonks? doges? pepes?" Doesn't really make sense.. You can only partially do it with WIF, only in the context of "with." Also MOG being a new verb is just that, new. It will literally stand out on its own given that there is an aura of excitement and relatedable-ness with its use (compared to other verbs/ words). What's more sticky? "I dominated that person." or, "I mogged that person." Obviously mogged is more sticky, its the same reason why our millennial generation used the word "owned/ pwned." 1.4. Emoji This is extremely simple. It's very similar to the joy cat emoji on your phone. The joy cat emoji is on every smartphone/ laptop/ computer/ ipad/ tablet. The world approximately has: - 5 billion people with smartphones - 7 billion smartphones - 2 billion laptops/ computers - 1 billion tablets Talk about instant recognizability. MOG has seeped into normie and crypto culture, is an evolving/ trending verb used by the youth, and has brand association accessibility on virtually every device in the world. I think it is safe to say, MOG has complete hivemind saturation. 2. The strongest "shiny new thing "factors There is a reason why each cycle's top performers are the new things. "New" is fresh, has less bagholders as sell pressure, and allows for speculators to look further into the future which results in higher levels of speculation. MOG has THE STRONGEST new shiny factors. Two specifically: 2.1. V2 vs V1 meme evolution 2.2. Cats (the new verb aspect can also be included here but i will be excluding it as I've already gone through it above.) 2.1. V2 vs V1 I've mentioned it before, memes are evolving from a flat plain old dog meme/ memes of the past (V1) to something thats dynamic and revolves around an evolving culture and language (V2). Theres simply more speech, statements, sayings, vocabulary, actions, etc etc associated with V2 when compared with V1. Theres just more content potential. This is a game of attention. Hence more content -> more attention -> higher mcap. There is so much more space for activity given a cultural premise - “tokenized winning” - “this coin mogs all other coins” - “be a winner at everything you do” - mogged, mogging, mogs A meme is a transfer of social information. By default, a culture around that will be greater than a simple meme. All you can do with V1 memes is just proliferate the meme itself. If its DOGE, you say "DOGE to a dollar" or "much wow," you can't do much else. You can't act upon it to show you DOGE or dress up as DOGE. Even if you put on a hat and use "wif" instead of "with," thats all you can do. There's not much else. With MOG, you can literally MOG people, wear the Vipers and take a selfie, do the looksmaxxing stuff, do the gym bro stuff, if you think you look good show it off, make funny content, joke about it with your friends, you can bust ppl's balls.. there is just simply more stuff to do. Why do you think countries/ ethnicities/ religions have culture? So the shit survives and thrives. Literally simple as that. It is no coincidence that countries with strong cultures are also the most relevant in the world stage. 2.2. Cats This one is extremely straight forward. Last cycle was the cycle of the dogs. This cycle will be the cycle of the cats. In the US: - 65 mil dog owners - 46 mil cat owners The mcaps simply don't reflect this. But, it will this cycle and imo, cats will overshoot given that it is "new" and "new" things tend to get a price premium. The dogs are simply over done. There are mental ceilings to them. I esp love WIF but its the 5th iteration of the main dog coin after theres been dozens of attempts. Cats didnt get their attention last cycle and its so easy for a mental shift from dogs to cat, its perfectly familiar enough and new enough. And guess what, MOG is positioned as the top cat. - top cat = top dog - MOG = DOGE - add "new" factor premium + bigger cycle = MOG > DOGE imo Don't mid curve it, this is the most left curve thing ever. Dogs ran so cats will run, and like every time, ppl will get over exuberant which leads to an extra premium, simple as that. MOG is literally the new evolved form of "memes" and is the top cat coin. It is literally the top contender for checking for "new" factors, simple as that. 3. Favourable macro backdrop If you seriously assess the current macro backdrop, you will come to the conclusion that memes (and esp the TOP memes like MOG) will be the greatest opportunity for gen wealth. Two things we'll go over: 3.1. Memes as THE macro trade 3.2. MOG as the counter culture trend 3.1. Memes as THE macro trade We all know money printing. We all know our governments are over indebted. We all know a 9-5 isn't enough to make it. We all know things are becoming more and more expensive. We all know things aren't right and we're getting screwed. Why do you think the normies are sports gambling? Why did we had the memestock saga? These are all symptoms of the same thing. The masses just haven't fully figured it out, but they will. Those of us in crypto understand that the solution is crypto, that you need to speculate on the most speculative asset class to get ahead. To zoom in even further, if you want true gen wealth, the large cap coins and tokens aren't enough. You need to go further out on the risk curve. You need to go where ppl aren't looking/ taking it seriously. You need to get into the consensus trades before they become consensus. You need memecoins. Memecoins are THE macro trade. But lets dig deeper... Why MOG? 3.2. MOG as the counter culture trend Its bc MOG embodies the current counter cultural environment. The current environment is a result of the sequence of the overall counter cultural trend thats been going on. From the polarization of the left or right, BLM, Andrew Tate, identity politics, vax vs unvax, social/ wealth ineqaulity, Trump fandom, to our usage of memes/ adoption of alternative forms of media, they all speak to the same underlying theme... We were told one thing but reality was another thing, so we wanted to diverge and rebel. Most millennials and zoomers grew up in a cookie cutter world where, how we grew up and actual reality were two vastly different things. We were told to be extra nice to each other to get a gold star, and that following the given path of school and work will lead to us receiving the social and economic benefits prev gens got. We all know that ain't the actual outcome. So this leaves us in the current environment. And MOG embodies that environment perfectly. As silly as the mogging trend may be, it perfectly highlights the underlying reality of our culture. Its the realization that what cookie cutter world sold to us is not the reality. It is the manifestation of that realization as a cultural trend/ meme. Its the realization that it is a MOG or get MOGGED world. You dominate or get dominated. Its the realization that this primal set up has been the only persistent and reliable setup in all of human history and zoomers are merely adopting and memeing that outlook bc they are tired of the bs and happen to be masters of memes. It's not just some silly tiktok trend. It speaks to the overarching reality of today's world. MOG is literally a nod to the current "big picture." Imagine being able to bet on the encompassing macro picture while everyone's not taking it seriously. And also as a side note, it is important to note Pit Vipers themselves being counter culture. Most sunglasses are owned by EssilorLuxxotica, Pit Vipers remains privately owned. Even their biggest competitors such as Oakleys are under the Luxxotica umbrella. Pit Vipers do a really good job of going against the grain and imo is a primary reason why ppl love them so much. Just look at their marketing, branding, and design, they all deviate from what is the current culture in the realm of sunglasses. 4. The most attractive mcap perspective MOG by far is has the most attractive upside from a mcap perspective. It was mentioned in a prev post (attached as a comment below), but this will be our Dot Com moment. Adj for inflation, thats an overall total market mc of approx 10tn. BTC/ETH historically take 50% so that leaves 50% or 5tn for alts. This means the top 20 will range from mid 10s of bil to low 100s of bil. And with all the reasons I laid out above, its a no brainer to me that MOG will be at the top of this list. Think about it, DOGE went to 88bn when the overall mc ceiling was just above 3tn. If we get to the heights of 10tn, the top meme mcaps can double or triple DOGE's prev 88bn ceiling. Most of are you in disbelief and won't believe what I'm saying despite the reasons laid out. But just look at where we are in the market cycle, BTC is literally consolidating at ATHs. Once we break out, which is imminent, that is when the REAL meme/ alt run starts. This is where we get 6 - 12 months of PURE exuberance and outperformance. This is where targets like 100bn become a given. And look at where MOG is in comparison to the other major memes. It has a DRASTIC discount that will be eaten up BEFORE the real run starts. You cannot sit there with a straight face and tell me that the objectively strongest meme is at 400m mc when the others are well over 2bn. - DOGE 25bn - SHIB 17bn - PEPE 3.5bn - WIF 2.9bn - FLOKI 2.5bn - BONK 1.6bn - MOG 400m The market will drastically reprice MOG upwards. Cherry on top, MOG is available on the 2 chains with literally the MOST MONEY and is being actively listed on all exchanges for the normies (crypto dot com is a sleeper btw, see attached tweet below). There are many more reasons as to why MOG is so poised to dominate everything else this cycle but this post is already long enough. Conclusion Fk all of your targets, they are still way too god damn low. We are going so much higher you have no fking idea. Literally put all of what I've said together and try telling me with a straight face that MOG is not the top meme. Read line 6. So much higher. 🫵😹

@901Fin banger imo

@DefiRabbitHole when the rabbit speaks i listen

The Rabbit Hole I am starting a new journal on TG I plan to publish my raw thinking in real time and my thesis for buying. Instead of opening it for everyone, I am only sharing the link with people who DM me for access. If you're interested, DM me and I will send you the link.

@DefiRabbitHole When the rabbit speaks, i listen

There is a pattern that creates cycle winners. This pattern shows up repeatedly across every major cycle winner. - Mog - Troll - Spx - Giga - Useless - Fartcoin The pattern is this: Build a minimum viable community (MVC) of true believers under $10m. Once that base is formed, the token expands past $30m+ but falls short of $100m. After the local top is set, it retraces 70%+ back into the $10–25m range (the Golden Zone). This 70%+ retrace is not a bug, but a feature. It's a transfer of ownership. The nonbelievers who chased momentum exit, while supply consolidates into the hands of long-term believers. It’s an organic cleansing mechanism. During this retrace, some form of FUD almost always appears. It usually marks the bottom, because it performs two critical functions: 1. People who were never real believers sell 2. The remaining community is forced to recommit and bagwork If you've held a cycle winner, you know it is not easy. Your conviction will be tested multiple times. But if you develop real conviction, you position yourself to change your life.

@DefiRabbitHole @MrMetavers3 Thats my quant

This is a good way to evaluate memes. You take categories and assign number values. I've been doing something similar over the last year with @MrMetavers3, and here is a bit of what we have learned. All categories are not created equal. For example, if a meme has identity qualities, it should get a significantly higher score than other categories, as that makes the meme stickier. In addition, most of it is nuanced and biased by the person scoring, so it should be taken with a grain of salt. But I do recommend doing a similar exercise on your own. When you do it, you will have an edge on the market by identifying the tokens that are overpriced and underpriced based on the scoring.

NEW: @CanaryFunds files for a MOG ETF.

For the last 2 years, memecoin traders have constantly out traded people more 'sophisticated' than them. "You could've just bought btc and been chilling." No bud, excluding the pumpfun extratornomics, you were out traded by people that bought $MOG, $SPX, $FARTCOIN, $PEPE, and others. You got lapped so hard and you're only upset that people with less experience than 'Mr. 4 cycles' did better than you and is less socially retarded. The appeal to a 1000x will always outweigh the fabled 2-5x to people that have not been around or didn't get to buy btc/eth for nickels on the dollar. It was a good trade for them, buying at a discount. Good for them. However, If you are unaware of why memes are popular and will only grow from here you should check your own hubris. Many of these sophisticated esteemed tradooors also made money on memecoins, sold and turned around to call them trash. I find that incredibly embarrassing for them. The counterculture movement that sparked the wave of liquidity to memes is tied to the increasingly weak reliance on fiat as everyday items inflate making basis living much more costly. Not saying that memes are the only definitive way out of this breakdown in our economy, that is simply not true, there will always be more than one way to make it; Let's be honest here, for the average participant to win, memes are the better option here. Anyway bears are poor and will lose everything. Higher

NASDAQ and NYSE bell ringing ceremonies are extremely secured (multiple layers of security and escort) getting to participate in these ceremonies at all is a feat in itself doing it dressed as a joycat is actually insane MOG has institutional grade trust

it’s finally mog season

@DefiRabbitHole Mog coin cryptocurrency imo

I went down a rabbit hole last night The thinking was... "A billion-dollar runner would go insane right now" Think about it. There is no dilution currently of memes battling for supremacy. It's a moment where one coin can galvanize the entire industry and bring back the energy. Think back to Pepe 2023. Everyone thought it can’t run, then it goes higher, and higher, and higher and then belief is sowed back into the trenches. As I dug deeper into my thinking, I remembered Floki kickstarted the 2nd leg of the 2021 bull run on a 50%+ BTC correction. And if you recall, Fartcoin fell under $200m in March and then gave a liquid 10x over 2 months while bringing back the trenches. So, my thinking continues... The token that runs right now has to be able to bring people together and not alienate groups. So, IMO, it can't be a BNB token as only some people would benefit. It can't just be a Pumpfun or Bonk token because there is tribalism involved. It can't be a beta, as that would create alienation. It would need to be something available on every chain with CEX availability and CEX catalysts where money can shove in to create momentum. As I went down all my lists and looked at 100's of tokens, it hit me. The token encapsulates the identity of everyone here that refuses to give up even when the results are not guaranteed. This tokens memetics is used constantly in the trenches, across all chains, with Genz, into politics, Silicon Valley, and Elon Musk circles. This token has been creating constant feedback loops which proliferates its dominance over time. This token is not a beta, but the first of its category which creates an atmosphere for all communities to join. Since it is not a beta, it doesn't have a ceiling of comparison, so it gives it room to run as high as possible. This token has been battle tested for 2+ years and is one of only a couple coins who have survived 6 different 70%+ retraces in the history of markets. This token is currently under $200M on a 90% retrace from ATH and has been sitting in the same channel for 18 months. This token is available to everyone on every chain (ETH, BASE, SOL, BSC ), multiple T1's, and still has T1 + Hyperliquid catalysts. This token has $15M+ liquidity on ETH, which gives it incredible momentum on any ETH move. This token has leverage and borrowing available and currently has close to zero leverage used on it which gives it lots of juice when it moves. When the move happens, the memes will begin to accelerate as people can replicate the memetics in infinite forms across all communities. The token has built multiple X PFP generators with potential to make more styles bringing more people together as people join. The token has distribution mechanics with top KOL's and foundations with money who respect it which will accelerate its motion. And as I looked back to day 1 of this token's code, I can't help but think how this coin was made for this moment. It's time to mog

@DefiRabbitHole 😱😱😱

Theory… I’m hearing “I’m never touching leverage again” So where will they go to get risk? Perps, nope they’re done Majors, not enough volatility Equities, not enough patience Utility, 25% gains are not enough So, that leaves the most reflexive asset ever created MEMECOINS

Never seen a straight man fud mog coin.

@DefiRabbitHole incredible, i tend to agree, much higher

Imagine knowing what Doge would do in 2020 when it was $200m...

@DefiRabbitHole big if true imo

Murad has a top 10 list The list he made has been static Since then, new winners have emerged I realized there's a formula to spotting cycle winners So I reverse-engineered it I found 15 categories to grade memes. A way to quantify the qualitative. While my formula is not perfect, it reveals why some memes sustain while others don't. I have flirted with the idea of releasing it. monetizing it, or keeping it private. But what I will tell you: Mog and Troll sit at the very top of this list

@DefiRabbitHole real and true

Mog was at Jackson Hole this week Mog was at the White House and got Trump to go full crypto Study moggers mogging for the industry

E135: The $100T Finance Revolution - How @Chainlink Is Bringing TradFi On-Chain @SergeyNazarov, co-founder and CEO of Chainlink, explains why crypto has hit a growth wall and how traditional finance holds the key to its explosive future. From powering 80% of DeFi to building bridges for Wall Street's trillions, Sergey reveals why banks aren't crypto's enemy… they're its savior. Timestamps: 0:00 Intro 2:02 Partnerships: @JupiterExchange, @KASTcard, @bitwise, @SuiNetwork, @Mantle_Official, @ForzaBitcoin 2:52 Why $4 Trillion is Coming to Crypto 3:07 Banks Will Save Crypto 3:52 Libertarian Bitcoin Beginnings 4:32 Choice vs Anti-Establishment 5:56 BlackRock Changed Everything 6:46 Institutions Want Bitcoin Higher 7:30 The Real Problem with Control 8:52 Connecting Valuable Systems 9:30 What is Chainlink Explained Simply 9:42 Self-custody with @Trezor 10:35 Mathematical vs People Guarantees 11:31 The Wirecard Problem 13:25 Proof of Reserves Solution 17:30 Your Bitcoin Private Key Never Fails 19:44 Necessity is the Mother of Invention 20:14 From Bitcoin Rebel to Institution Builder 20:36 Immigrating from Russia with Nothing 22:06 Understanding How Capitalism Works 24:04 We Invented Oracle Networks 24:59 Seeing the Mathematical World 27:09 Chain Link Powered DeFi's Growth 28:03 Marcus Aurelius Philosophy 28:48 No One is Coming to Save You 29:15 What I Realized at Age 5 30:19 Why I Don't Care What People Think 31:40 Institutions Lack Competence 33:39 Bernie Madoff Exploited Holes 39:59 Every New Beginning Quote 41:40 How to Pivot vs Quit 47:55 Where Will Growth Come From 48:57 DeFi Explained to a Child 50:59 The Coming Instability 52:03 How Do You Define Truth 55:05 Cryptographically Defined Truth 58:14 Hyper Automation is Coming 1:00:16 AI Oracle Networks 1:07:38 Smart Contracts Explained Simply 1:09:00 What is an Oracle 1:09:40 What is Chainlink 1:11:04 Chainlink Started Eight Years Ago 1:11:20 You Can't Automate People 1:12:51 Information Asymmetries Problem 1:19:54 Launching 1000+ Oracle Networks 1:22:02 Our Biggest Problem Today 1:24:13 The Mastercard Partnership Explained 1:26:52 3.5 Billion Users Can Buy Tokens 1:28:02 The Chainlink Standard 1:32:08 DeFi and TradFi Same Standards 1:34:50 How Chainlink Takes Over TradFi 1:38:07 Chainlink Runtime Environment 1:42:48 The Chainlink Marines Community 1:44:56 Message to the Community 1:51:54 Crypto as Public Good 1:55:56 People Think I'm Satoshi Nakamoto 1:56:53 Why Satoshi Stays Anonymous 1:58:26 Thomas Edison Quote on Genius 2:01:11 Ideas Need Refinement 2:04:55 Why I Don't Tell People What I'm Doing 2:08:07 I Don't Optimize for Happiness 2:10:21 Growth Over Happiness Philosophy

@AlphaPriest777 I heard we are going higher

I’ve never been more fucking bullish on $MOG in my life.

@xbtDLN higher imo

When $Troll hits $1B unit bias resets j as it did at $.01. People start calling for $5-$10(next psychological #). $1B becomes the starting line again instead of the finish line. Wif went $1->$5 in like a month. Few have thought of this. Troll is rare in that as price goes higher, the comparison to Pepe/Doge becomes more and more real making it more attractive as price goes up. As I’ve said, there is a real and valid argument that it should be the #1 meme coin ever. Nobody doges or pepes ppl, but everyone Trolls people. The fact that the meme encourages action cannot be understated. Trade less, $Troll more.

@DefiRabbitHole Real and true imo

This clip is mega bullish to me for 2 reasons. 1. They're onboarding normies 2. Unit Bias Normies can't comprehend marketcap, so they talk in dollar terms. "Bro, Troll is only 15 cents" So, when Troll is $1 ($1B Marketcap), they will say... "Bro, Troll is only $1"

@DefiRabbitHole Real, RIP 🙏🙏

Scrooge is a 2021 Legend He worked the 100 degree oil fields in Texas and shitcoined every waking minute he wasn't there. He round tripped multi-million dollar positions because he didn't want to dump on his community. He would chew on cigarettes, pound beers, and suck on toes on the TL I still remember him staying up through the night bull posting in TG so people would feel confident in their bags. He was the realest ct influencer we ever had RIP legend