updated thesis: the jean phil ecosystem solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump jean phil is 38 days old. his "oui madame" did 5.5M views on x, and his ecosystem already goes from nvidia down to the wallets holding jp. thats a lot for a $3.4M coin on friday nvidia and the investment fund tcv invested in higgsfield, the ai video app that featured jean in its launch. jensen huang called its founders "visionary", and tcv's co-founder chairs netflix on thursday higgsfield's ceo wrote that some of the biggest new entertainment companies will likely start as an ai account on instagram or tiktok. when his company wanted to show that ai influencers go viral, it credited only one account, jean phil, in a post with 5M views. three days later it cast him in its own series plenty of other big names used his face too > pump fun 's own account memed him twice, one did 664k views > beeple made art of him and the bbc ran a story on him > dexerto's post about his coin did 4M views > kraken pro and binance's intern account memed him > over 70 creators posted capcut's black friday promo built on "the jean phil trend", 4.8M views on x > he posted a seat card with his name from stella mccartney's show any of them could make their own ai influencer now. a clip costs about a dollar by one creator's count, and a guide on making one, built on jean, did 5M views. so i think the money goes to the few faces ppl already know. 162 coins have used his x account as their link, most of them copies, and jp is the biggest the team behind jean plans ahead. his website had a "bbc" section ready and hidden a day and a half before the bbc story came out. hes had lawyers on his offers since september, and on wednesday holders relayed hes working on a trademark on chain, the biggest holders are still in > the wallet that launched jp never sold a token and has collected about $300k in fees > the biggest holder bought $575k of jp and has sold $2.4k. 5% of all jp is locked in a contract, and none of it unlocks before april 2027 > 7 of the 16 biggest holders havent sold a token since the top, through an 83% drop jp doesnt own jean. moodeng's coin never owned the hippo either, and it topped at $674M. coins like these move on attention, and jp's biggest jumps came after higgsfield's posts. the signs i watch are higgsfield posting him again and his instagram coming back scenarios from $3.4M - bear: zero. if ppl forget jean, his coin goes with him - base: back to the october top. $14M, 4x - bull: where the nietzschean penguin topped in january. $160M, 48x - super bull: where moodeng topped in 2024 and pippin, an ai character like jean, in february. $674M to $897M, 200x to 270x everyone is watching btc after it touched $79.2k yesterday, its lowest in a month. that can move jp for a few days. the thesis stays the same tho i think $3.4M is cheap for the coin of the face higgsfield picked. the whole ecosystem, with every link, is in the thread below lock in oui madame

updated thesis: higgsfield just got nvidia money solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump ct spent today dumping jp and calling it dead same day, nvidia and tcv put money into higgsfield. bloomberg had it first and higgsfield confirmed. its nvidia's first check into them higgsfield is the ai video company behind the ai influencer launch of oct 2. that video opens with "born in higgsfield", credits jean's account and ends on his face. it did over a million views in a day they raised at $5.4B in august, and say they have 32M users and run at $1B a year in revenue i dont know if there is a deal between them. nobody said there is. a $5B company used jean to sell ai influencers, and nvidia just backed that company jp trades at $2.5M i’m buying the dips you can check my buys on fomo oui madame