Sweevie retweeted
Last cycle's biggest memes all looked dead at two months old.
By day 60, PEPE, WIF, BONK, FARTCOIN and the rest had each already come back from two or three drawdowns of 50% or more. Today's leaders on Robinhood Chain and Solana are on the same track.
Look at the blue box in the bottom left. The dashed orange icons are last cycle's winners at two months old, the blue ones are today's leaders. They sit right alongside each other.
What came next is the part most people seem to forget during these drawdowns. From day 60 to their top, the winners grew a median of 15.9x, and they had a median of 4 more drawdowns along the way. Every single one went through at least one more 50% drop before it topped and nobody got the 15.9x without sitting through the drops.
Worth mentioning: This only includes coins that went on to win, so it's what winning looked like, not how often it happens. We'll be tracking these leaders daily.
Sweevie retweeted
It’s been a minute since we wrote a macro memo, we were overdue for one.
Here’s the latest in what we’re thinking:
citriniresearch.com/p/macro-…
Sweevie retweeted
my favourite time to post on here is before everyone gets rich. trying to be a light during the depression and fanning the flicker of hope as conditions begin to change
it feels like the most impactful time to reaffirm ppls conviction and belief. it's also the best time to be demonstrably correct and morally better to bull post when i actually believe the ROI is good
when everything is up a lot i kind of hate it here, so im going to have as much fun as i can before that inevitably happens again. don't forget me when you're all rich and i log off again bros
Sweevie retweeted
Unironically as of today I am the most exposed I have been in a while.
$ZEC remains the strongest coin in the market, always recovering fast and the privacy narrative is still well intact.
$MET is undervalued. They done $2M in fees yesterday.
$OOB has a great PMF for the future, with tether leading their rounds, and also a $50M treasury.
Opportunity is out there, there is people telling you to lock in at the top, but on days like today is where you should be behind your monitor.
Sweevie retweeted
On days like this you’re reminded why playing your own game matters. If you don’t build your own book and your own thesis, you end up reacting to everyone else instead of executing your plan.
Having your own framework is what lets you know what to cut, when to rebalance, and where to rotate. It keeps you out of other people’s emotions and coping cycles.
Sweevie retweeted
How to structure a crypto portfolio (if you actually want to survive a full cycle):
Stop putting 100% into the latest shiny meme. Stop putting 100% into “safe” majors. Both are L’s in disguise.
You need three buckets:
Core (50 – 60%) → $BTC, $ETH, $SOL. Assets with liquidity and staying power. These keep you in the game.
Narrative plays (25 – 35%) → rotating into hot sectors (AI, RWAs, L2s, memes) early. This is where you catch the real upside. Stack profits along the way.
High-risk punts (5 – 10%) → the degen bets that either 10x or go to zero. Think of it as tuition but also be aggressive with profits if you catch some real winners.
The trick isn’t picking bags, it’s rotating at the right time. Use wins from narratives and punts to stack your core. That’s how you build wealth instead of just gambling it away.
Most people fail because they’re overexposed to noise or underexposed to growth. Balance is the edge.
Sweevie retweeted
We told you about #67coin @67coinsol
Gave you real KOLs data about 67 using Stalkchain
Now it is at $19.5M
Why did you missed it?
Sweevie retweeted
It’s worth listening to @Cryptopathic thesis on provenance that he explained on his @notthreadguy stream
With AI & blockchain technologies we now live in a world where AI agents could replicate any original artwork and deploy replicas on the blockchain in seconds and at scale
This is why it’s going to become more and more important & valuable to be able to link an original artwork with a specific token
Provenance will command premium valuation. Just like it is already the case in the traditional art world
And so the few memes with high perceived value due to their history and cultural impact, that gets tokenised and manage to secure their IP, will be some of the most valuable digital artefacts on the internet
The $TROLL news today is substantial. It makes it tokenised internet history. The $TROLL token is now THE Trollface meme tokenised
Sweevie retweeted
This is huge. Really huge. The Trollface IP is one of the most valuable IPs in the history of memes.
This gives the coin provenance and staying power. $Pepe & $Doge don’t have the IP rights of their original memes. $Troll does. This puts it in another league entirely. One of the few memecoins with legitimacy and direct link to the original artwork. It makes owning $Troll owning a piece of the Trollface IP, which has unparalleled history, and birthed meme culture as we know it.
How much should the most important IP in memetic history be worth? Probably many many billions. $Troll is now the vehicle to invest in that price discovery process.
We are proud to announce that we have acquired the IP rights to the Trollface meme, one of the most important memes in history. This not only makes us the official Troll token, but it makes owning $TROLL, literally owning a piece of internet history.
The IP rights also allow us to expand the Troll brand further, to capture new audiences via new initiatives, and therefore help with our mission of reaching mass adoption. Lot more to come, stay tuned!
Sweevie retweeted
You are witnessing history being made.
When pepe ran the community did not have ip rights
When doge ran the community did not have ip rights.
Now the FATHER of internet memes, $TROLL , has secured ip!
To me this further cements this as the next deca billion dollar runner and is the most bullish news ever.
There will not be any other troll coins, this solidifies us as the ONLY $Troll coin ever with zero friction.
Its time to etch ourselves in the history books forever.
This is only the beginning.
Now back to work.
5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2
We are proud to announce that we have acquired the IP rights to the Trollface meme, one of the most important memes in history. This not only makes us the official Troll token, but it makes owning $TROLL, literally owning a piece of internet history.
The IP rights also allow us to expand the Troll brand further, to capture new audiences via new initiatives, and therefore help with our mission of reaching mass adoption. Lot more to come, stay tuned!
Sweevie retweeted
People are crashing out over this chart showing a steep decline in DEX traders.
Truth is, there were never 8M traders to begin with.
Yes, there were 8M wallets in November BUT 80% of them were only ever active for one day.
The second chart separates one-day wallets from repeat wallets.
Active traders peaked at 2M in January and are ~ 500-600K today.
Sweevie retweeted
Two scenarios on what I see on $TROLL's price action.
(could break earlier, but here’s my take).
In the coming days, we break this range → straight shot to $500M.
Once $500M hits, big exchanges step in… then it’s history in the making. Billions will happen.
One thing’s certain: load up while you can. You’ll never see $200M $TROLL again.
