Posting my opinions on different topics primarily crypto.

Not Financial Advice - DYOR
Joined December 2022
The downfall of CT is something to be studied. Back in 2021 I use to think all the smartest people in the world were gathered on CT. Well look what it's turned into now. A disgrace.
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"Kimchi is presented as a verified trader celebrity crossing into pop culture, but his signature claims of ~$40M profits trading $TRUMP (and resulting wealth) remain unverified with no disclosed wallet or on-chain proof. " Imagine the smell if Kimchi just has rich parents.
Kimchi is the first person to truly cross the chasm between crypto and pop culture; the first ever example of a trader becoming a celebrity. He represents exactly where we’re heading: a massive social trading ecosystem that onboards retail and grows to 10x the size we were last cycle. The next wave of users does not come from CT - it comes from the masses - and we're proud to have Kimchi help us set the creative direction that will pave us on the path to a 100x larger ecosystem.
Readers added context they thought people might want to know
Kimchi is presented as a verified trader celebrity crossing into pop culture, but his signature claims of ~$40M profits trading $TRUMP (and resulting wealth) remain unverified with no disclosed wallet or on-chain proof. memecoin.wiki/wiki/kimchi bitcoinfoundation.org/news/people-in… tapbit.com/en/learn/artic…
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We'll never get back to the way it was in 2024 with how strong the bagworkers were. They have simply been decimated believing in their coins. Very sad.
Seeing bagworkers die off one by one man😕 These niggas arent highlighted or supported and a lot of the coins just look horrific so i get it… Its just sad man
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Australia escaped the horrors we see coming out of France right now with their pension spending.
14% of your GDP going to pensions is pure insanity btw
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Back to trading old school using Phantom and Jupiter. I tried social trading but now since I don't earn many rewards why would I pay 5 times as much in fees? Makes no sense from my perspective. Don't care about making a name, gaining social clout etc.
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Would never recommend a friend download Pump unless I know they have insane self control and no how to manage loses. Otherwise you're leading them to a dangerous path.
The MOST REWARDING referral program in crypto’s history. We’re giving away ALL of the Pumpfun App’s revenue via rewards! - Your referral deposits $50 → both of you get $50 on top - ~10% reduced fees for your referrals - Referrers get a limited-time 4x boost Learn more 👇
Readers added context they thought people might want to know
Signing up or depositing alone earns nothing. Per pump.fun’s terms, the reward equals the new user’s first fiat purchase (max $50). It is paid in installments only if they trade on 5 separate days within 10 days; otherwise it’s forfeited. pump.fun/docs/referral-…
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Maverick retweeted
What is the solution for Solana memecoins to fix this rug issue? You used to be able to buy a coin, bag work with the community, send it to millions no problem These days you are in a coin Things are looking good Community is growing And it just one candles to 0 This must be addressed asap or it’s not looking good for sol just imo Too many launchpads Too many undelivered promises To many kol using their community as exit liquidity The PvP must be stopped
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Onchain has been a blood bath past few weeks with Bitcoin just in a range, yet my confidence with $Zcat and $Stonk has never waived. Billions.
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You need to have a unbelievable sense of belief holding these types of coins.
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$STONK has no business being at $0.11. Total capitulation. Will be interesting to look back at this in a couple of months.
Explain this to me $STONK is now the 24 protocol in ALL OF CRYPTO by revenue And it’s trading at $94M? Look who’s sitting around it (7d revenue → mcap): Lighter: $1.2M rev → $850M mc Jupiter: $1.05M rev → $1.09B mc Aave: $1.19M rev → $2.48B mc Meteora: $1.16M rev → $221M mc StonkFun: $1.5M rev → $94M mc STONK made more than all of them last week And $752K of it went straight to holders Yesterday it was $120M, today $94M Revenue didn’t drop, price did Still an IQ test
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Alright it's time for some transparency about what happened with Stonk Cats. I believe a lot of people are confused and the community has been hurt by it. One of the original whales supporting the project went rogue and has been selling into us for the past 2 weeks nonstop. He was one of the core team members and supported us a lot at the beginning of the project. He lost a lot of money on another token and when that happened he began to let hell unleash on us poor cats. We have tracked down every single wallet linked to him onchain. As of now, he has an insigificant amount of supply. We were able to reclaim >80 NFTs that he held into the team treasury wallet. Now is the time for us to rebuild what he tore apart. The job is far from finished. We aren't going anywhere.
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Hardware hacks, hardware bugs, AI cracking protocols, contracts, apps, and then future quantum risks. And it’s not sporadic,it’s weekly now. All serious risks that pose significant headwinds for crypto adoption. Besides the already difficult aspect of self-custody.
UPDATE: I can confirm that the Ledger supply chain is compromised in Europe as well. @Ledger should initiate an immediate product recall to protect users. I just purchased a second device from a different Mediamarkt location today, recorded the unboxing process, and discovered spyware once again (video linked in the second tweet). The device was compromised in the exact same manner, featuring identical modifications (such as additional cables and an LTE module). This indicates its a widespread issue rather than an isolated incident, potentially affecting Ledger inventory across MediaMarkt and Saturn stores throughout Europe (comprising over 1,000 stores across 11 countries). My initial hypothesis was that these devices were returns that looked unopened to the employees and were just sold again as new however, a MediaMarkt employee confirmed that the device I purchased was not a return, and that returned Ledgers are sent directly back to the manufacturer rather than resold. Store records show the inventory originated from Aqipa GmbH. While Ledger's CTO was unsure if Aqipa serves as the direct distributor between Ledger and MediaMarkt, it appears to be the case. Given that Aqipa distributes across Europe, any physical retail store receiving stock through them may be at risk. I sent the first ledger to mark and the second one is going to ledger now, so that they can analyse it. If you purchased a ledger from anyone other than the official ledger store, make sure to check your device!!
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Sadly charts like this are not to be trusted anymore as alot of these KOLs use side wallets that buy before they make there call, and dump into it on heavy volume and parabolic 1 minute candles. Social trading is good, but just be mindful that is what many are doing.
Yo @DipWheeler has to feel nothing at this point lmao
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So in summary it really is useless to follow anyone's call unless you have technical knowledge to set up a bot to instantly buy and sell 1 min later. You need to form your own conviction, don't borrow it from another man.
The elephant in the room for Alon spreadsheet is how Pump compute call return. It is the difference between > Price at call time > Price at ALL TIME HIGH (!!) Unless you call the exact top, you get a positive gain. That's why everyone looks like a great trader. Breakdown by time to explain performance better 👇
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Maverick retweeted
in order to get rich, you must embrace the -80% dip and proceeding boring consolidation phase. happens to all coins, even the best ones to ever exist. solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR
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I think its time to bid bottomed out coins on $Stonk and Stonk itself. Stonk is a long term winner. The market showed how many organic runners it can produce, in the very early stages of a bull. The most we've had for a long time. Communities like $Zcat are still very strong.
Replying to @LaunchOnSF
Stonks on Solana.
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$STONK > pump I feel this. Data will back it up.
We've all seen the regular stats about how bad @Pumpfun tokens are. About how the vast majority of traders lose money. But the gigabytes of data I've been assembling over the past few days paints a much darker picture. I've spun up a VPS and am in the process of backfilling a hoarde of data (burning a ton of Helius credits) and comparing @Pumpfun to @LaunchOnSF Because of how many tokens are launched every single day the backfill process is still running, although I do have enough data to start being statistically accurate. I'm capturing data for the entire last month as well as logging all new data in real time. An expensive project, but a valuable one. For example, I already have learned: Tokens that have graduated on @LaunchOnSF are 3X more likely to still be active within 24 hours than graduated tokens on @Pumpfun That jumps to 5X a week after graduation. While both launchpads have a less than 2% graduation success rate what happens next is the most telling. Pump fun also has a much higher rate of "fake liquidity" (support being placed and then pulled before rug) than Stonk tokens. How do I know? My system is also tracking every single liquidity event. It's watching and logging every time people play games with liquidity in order to manipulate a chart. More insights will be shared with the greater amount of data I capture/backfill. This will be interesting.
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Damn now we are truly stuck with nano cap shitters. Thanks very much Pumpfun.
Replying to @theunipcs
Here’s your answer uni Because shilling low caps is being rewarded with millions
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Sad how this guy has been peddling the same nonsense for a couple of years now. Feel sorry for all the people that believe these delusions. I should say Murad is still a better KOL than most in memes. Which says something about how bad this industry is.
Murad says a memecoin will flip Bitcoin and the entire US stock market
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Yes, nowdays memes are all about always be selling when it wasn't like that pre pump fun. Sad how memes have changed so much. This is why I'm very bullish on $Stonk and $ZCAT. They are very different.
BREAKING: Vitalik states that @Pumpfun has killed memecoins by turning new retail investors entering the crypto space into degenerate gamblers and with no real-world use, the industry will die fast. He also stated that @pumpfun has been a net negative to crypto since it was released in 2024 by draining the $crypto ecosystem and turning retail into gamblers not investors. He also said the platform is setup like a slot machine you keep clicking until your fully drained - pump ultimately wins but retail loses.
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