the only $PAID thesis you need.
last night changed everything.
Beff Jezos — the founder of e/acc — became the recipient of creator fees generated by the viral e/acc coin through UsePaid. the coin went from basically zero to tens of millions in market cap within hours, doing $50M+ in volume.
then e/acc reportedly hit #1 on the X news tab.
but this is where the thesis gets interesting:
Beff initially thought his X Money account was getting DDOS’d because of the activity. once he realized what was actually happening, he said he may use the funds for an e/acc-related nonprofit.
think about what just happened.
someone launched a coin Beff didn’t create or ask for. the rails automatically routed creator fees to him. the coin went viral. and now those funds could potentially finance a real-world nonprofit around the movement he started.
that is the $PAID thesis.
this isn’t just “another memecoin.”
it’s a live demonstration of how internet attention → markets → automated creator funding → real-world capital formation can happen almost instantly.
and now one of the most recognizable figures in tech’s accelerationist movement has been dropped directly into the experiment.
my thesis from here is simple:
if Beff embraces this publicly, sends the coin, and actually deploys the proceeds into e/acc, he shows every major creator/founder on X what these rails can do.
they don’t need to launch a token.
they don’t need to beg for donations.
they don’t even need to understand the infrastructure beforehand.
culture creates the market.
the market generates fees.
the fees fund the mission.
$PAID is the infrastructure underneath that loop.
Beff could be the first major proof of concept.
and if it works, he probably won’t be the last.
accelerate.
Even if your 1hp you can still hit a 200
How Fomo ruined my life…
I round-tripped five-figure profits because I never knew when enough was enough.
Profit → greed → round trip → loss → revenge trade → repeat.
Eventually I wasn’t trading setups anymore.
I was trading my PNL.
Every loss made me size up. Every missed runner made me FOMO harder. Every trade became an attempt to make back the last one.
The result is in the screenshot: -$19k in 30 days.
So I’m changing one thing.
Conviction trades only.
No boredom trades.
No revenge trades.
No chasing because CT is screaming about something.
If I can’t explain exactly why I’m buying, where I’m wrong, and when I’m selling, I’m not entering.
I dug the hole publicly.
Now I’m going to document the climb back out.
Well that was a fast reversal
How Fomo ruined my life…
I round-tripped five-figure profits because I never knew when enough was enough.
Profit → greed → round trip → loss → revenge trade → repeat.
Eventually I wasn’t trading setups anymore.
I was trading my PNL.
Every loss made me size up. Every missed runner made me FOMO harder. Every trade became an attempt to make back the last one.
The result is in the screenshot: -$19k in 30 days.
So I’m changing one thing.
Conviction trades only.
No boredom trades.
No revenge trades.
No chasing because CT is screaming about something.
If I can’t explain exactly why I’m buying, where I’m wrong, and when I’m selling, I’m not entering.
I dug the hole publicly.
Now I’m going to document the climb back out.
How Fomo ruined my life…
I round-tripped five-figure profits because I never knew when enough was enough.
Profit → greed → round trip → loss → revenge trade → repeat.
Eventually I wasn’t trading setups anymore.
I was trading my PNL.
Every loss made me size up. Every missed runner made me FOMO harder. Every trade became an attempt to make back the last one.
The result is in the screenshot: -$19k in 30 days.
So I’m changing one thing.
Conviction trades only.
No boredom trades.
No revenge trades.
No chasing because CT is screaming about something.
If I can’t explain exactly why I’m buying, where I’m wrong, and when I’m selling, I’m not entering.
I dug the hole publicly.
Now I’m going to document the climb back out.
$PAID just got stress tested.
Top holder maxhuhh dumped a ~$200K position, nuked the chart and sent us down to ~$7.5M.
And I’m still holding.
One whale leaving doesn’t change the thesis. It changes the distribution.
Imagine building a top position just to become exit liquidity for everyone willing to buy your panic wick. Bro held through the entire story just to sell when conviction actually mattered 😭
The tech didn’t disappear.
The integrations didn’t disappear.
The catalysts didn’t disappear.
The 15,000+ launches didn’t disappear.
The only thing that disappeared was maxhuhh.
If $PAID recovers from one of its biggest holders completely exiting, this dump is going to look hilarious in hindsight.
I didn’t hold this far to get shaken out by someone else’s sell button.
Still here. Still bullish. Still $PAID.
I don’t think people understand the infinite upside of $PAID yet.
You’re not betting on ONE coin going viral.
You’re betting on the idea that thousands of coins will launch, trade, generate fees, and pay people directly through X.
Pons has already processed BILLIONS in volume.
Now imagine every viral launch, every creator, every influencer, every community realizing they can point their fees at literally any X account.
80% goes to the person.
20% buys and burns $PAID.
One viral coin = cool.
Thousands of coins constantly generating fees = a machine.
The craziest part is the person receiving the money doesn’t even need to own crypto, hold $PAID, or understand what the fuck a bonding curve is.
They just wake up with dollars in their X Money account.
The addressable market isn’t “people who want to buy $PAID.”
It’s every person on X who could ever have a token launched for them.
That’s why I keep saying the upside here feels infinite.
$PAID isn’t trying to be the meme.
It’s trying to be the pipe every meme flows through.
You sold $PAID while I’m buying. Here’s why:
Everyone loves buying green candles and suddenly discovers “fundamentals” after a 5x.
I’d rather buy when timelines are bearish and the thesis hasn’t changed.
$PAID isn’t just another ticker. The idea is simple: make sending value on X feel native. No wallet addresses, no “claim your tokens,” no explaining crypto to the person you’re paying. Send money directly to an @.
Now add launches into the equation.
Projects already spend stupid amounts of money trying to manufacture attention. Imagine launching a token and instantly rewarding the exact accounts creating the attention around it — replies, creators, callers, communities — directly through X.
That turns attention into a payment rail.
If crypto keeps moving toward social + trading + payments becoming one experience, $PAID is sitting directly in that intersection.
Price went down.
The idea didn’t disappear.
You sold the red candle.
I bought your bag.
We are not the same.
This is a great example that simply greatness is not meant for everyone
I ran a study and found that only 1.67% of memecoin traders will become profitable, NOT for the reason you think...
I ran this test with over 10,000+ beginner traders, here's the results
12,000 members joined the community (Interested In trading)
6,000 verified themselves for access by taking 60 seconds to read the simple verification directions
We already eliminated 50% of beginner traders simply because they were too lazy to even verify into a free group
With the remaining 6,000 Members (50%) we started running free coaching/trading sessions
Around 1,000 different members showed to these calls, we are now narrowed down to 8-10%.
8-10% Took an hour out of their day to try and actually learn correctly...
Now, this was ran across 1 month and many people capitulated over those 30 days and it becomes more clear who became familiar faces inside of the server.
We now host consistent calls of 50+ members who trade every single day, and probably another 150+ who trade occasionally. Mostly familiar faces coming in until we do our second marketing push this month
This would leave you with around with 200 members who trade consistently out of 12,000.
The math on that? 1.67% of Traders ACTUALLY give an effort to learn.
Makes you feel a lot better when people say 25% of traders are profitable right?
If anyone Is Interested In truly learning, the link to the discord mentioned Is attached to my X.
Why I’m galactically bullish on solana:DEW9dSN6QpWyNthphCpMmAbZP1Q4cEKR9xQXAri98WDP
Trump has been pushing “Super Intelligence” instead of “Artificial Intelligence” since 2025, and now he’s saying U.S. government documents should literally use Super Intelligence.
At the same time, the INU meta is already going fucking insane.
So you’re basically combining two narratives that are heating up at the exact same time:
Super Intelligence = SI
Super Inu = $SI
INU meta = already running
The thesis isn’t that Trump knows about the coin. He doesn’t need to.
Every time Trump says “Super Intelligence,” every headline that abbreviates it to SI, and every conversation about replacing “AI” with “SI” feeds directly into the narrative this coin is sitting on.
Then you slap the INU narrative on top of it.
Trump supplies the headlines.
INU supplies the meta.
Crypto supplies the degenerates.
$SI just has to sit there and absorb the attention.
That’s why I’m not regular bullish.
I’m galactically bullish on $SI.
Why I am GIGA bullish on $PAID:
Because for once the product actually makes sense.
Projects already spend ridiculous amounts of money trying to get attention on X. Influencers get paid, communities get farmed, engagement gets botted, and 90% of the money disappears into middlemen.
$PAID flips that model.
Imagine launching a coin and being able to instantly reward the actual people creating attention around it — directly through their X accounts. No claim links. No chasing payments. Just post → generate value → get paid.
And now you have Pons Launches entering the picture.
If this infrastructure starts getting plugged into launches at scale, $PAID stops being “another token” and starts becoming part of the rails behind the attention economy on X.
Every launch needs attention.
Everyone wants to get paid.
Crypto lives on X.
Connect those three dots.
I’m not scared of the red candles.
I’m scared I didn’t buy enough before people realize what they’re building.
GIGA bullish on $PAID.
update: i’m bullish on $PAID again.
after conducting another 6 hours of extensive research (the price went up)
i have concluded that every concern in my previous post was irrelevant.
just bought back $4k.
my fundamentals change with every candle.
please respect the analysis.
Why i went from extremely bullish on $PAID to bearish.
and it really comes down to one question:
where does the actual demand for $PAID come from?
the fee distribution tech is cool. automatically sending fees to someone without them needing to launch, claim, or even participate is genuinely interesting.
but cool tech ≠ token demand.
if the person receiving the fees has zero reason to acknowledge the coin, promote it, hold it, or even care that it exists, what keeps people buying after the initial narrative wears off?
holders aren’t receiving the fees.
the recipient can just collect the money.
and unless that recipient actually gets involved, you’re basically trading on the hope that eventually they notice you.
that can work for a pump.
i’m struggling to see why it creates sustained demand for the token.
i was bullish because i saw how powerful the distribution mechanism could be.
now i’m bearish because i’m realizing distribution alone doesn’t create retention.
$PAID needs to answer that.
the $PAID bullish double titty formation didn’t play out and unfortunately we’ve lost nipple support
what happens next? i see only two scenarios left
if we reclaim the neckline, the tits are back on the table and we resume sending
if we keep moving lower, we’ve officially entered the bearish dick formation — historically this pattern ends with holders getting shafted
personally i’m watching for strong ball support before adding
technical analysis is a science.
Why i went from extremely bullish on $PAID to bearish.
and it really comes down to one question:
where does the actual demand for $PAID come from?
the fee distribution tech is cool. automatically sending fees to someone without them needing to launch, claim, or even participate is genuinely interesting.
but cool tech ≠ token demand.
if the person receiving the fees has zero reason to acknowledge the coin, promote it, hold it, or even care that it exists, what keeps people buying after the initial narrative wears off?
holders aren’t receiving the fees.
the recipient can just collect the money.
and unless that recipient actually gets involved, you’re basically trading on the hope that eventually they notice you.
that can work for a pump.
i’m struggling to see why it creates sustained demand for the token.
i was bullish because i saw how powerful the distribution mechanism could be.
now i’m bearish because i’m realizing distribution alone doesn’t create retention.
$PAID needs to answer that.