PapiLos

Took some $ out after the big run on solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx Less money in the FOMO port made me re-think my buys more carefully, and right now I could not be happier with my positions. Expecting several explosive moves, will go over each one and my main thesis for it. solana:BZFYNPeQAEW3HWQ4DNsTVahC1n4ZjTgn6jB2nnBbB96W -> While everyone's competing over the next stonk on solana, I feel like this is a good contender to be the pump / pons of Zcash. Very competent dev, no competitors afaik and we've seen what being early to a chain has done for previous launchpads. solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE -> there's quite literally infinite possibilities with hooks. Some will be big hits, others will be big misses, but I do feel we're moving away from the status quo of cookie-cutter launches (stock pairings already showed great demand), into a more configurable way of launching, with hooks being the solution. Also insane value-accrual to the token. Spun up a quick dashboard so data might not be 100% accurate, but it's buying back/burning 50k$/day. Yearly rate of 19m$+ at the 7-day pace. Trading at 0.36x mcap/yearly buybacks. For comparison: Stonk @ 1.3x Pons @ 4.27x Pump @ 6.9x Ray/hype/orca/jup etc @ 20x+ robinhood:0x4a72b9702f991b790788f8afa9e7112541f4e8f8 -> cheapest router available, introducing a novel quote model on top. Competent dev, extremely under the radar but doubt it's staying there for long. Some back-of-the-napkin math: 1% of chain dex volume = 4.4M annualized protocol rev 10% = 44M 20% = 88M Out of which 60% is used for buybacks. That's just for Robinhood chain alone, and it's pretty clear Route is aiming for more chains. ethereum:0x47accd13264d8f954105256faac8376ce6a55999 -> IMO highest quality launchpad on ETH. Not expecting RH/SOL-like volume there, but interest for mainnet is picking up so wanted exposure. solana:7thY5PzYdH311NXYE6mecBjUs7wcosk1bWw2qfH4pump -> Held for months, will hold forever. Can be ran up to big numbers at anytime. Bunch of articles on my feed already explaining my thesis. solana:7bC8ugu1ZJn21MhA4ht483nX8brLNesa8R7XLimpFyhq -> Think hooked will make a big impact but it's meteora based, so hedging w/ a pump-based sidebet. Trying to be allocated to 10x+ potential coins only with (mostly) a form of traction already. Thousands of new idea's being launched daily, but without traction it's not worth much.