dthanga

THE BEST ALPHA FROM KOLs THIS WEEK MIGHT BE THEM RATTING ON EACH OTHER. Bubblemaps flagged cases where wallets it linked to traders appeared to buy before the call and sell into the buying that followed. Now the chat screenshots are flying. No honor among thieves. Plenty of screenshots, though. Thanks for the content, scumbags. This is why I stay in my lane. If I talk about a coin, I’ve done the work. I can tell you why I think it can do big numbers, and if the chart goes to shit, I know what to go back and check. That’s why I keep looking at $DGUY, $TE/MU and $STONKCAT. With DGUY, I can watch the videos, see people getting into the character, and go to Prime to check what the team has actually delivered. With TE/MU, I see a team still putting out damn good content through an ugly chart, with a meme built around tokenized Micron. And with STONKCAT, I’ve talked to the new team since the community takeover. I like what I’ve heard, and I’m watching what they ship. Three young projects in a memestock meta that’s still taking shape, on a chain that’s actively pushing tokenized stocks. That’s why I think the timing is interesting. And when I see people making memes, sharing videos and talking about these projects because they’re genuinely into them, that matters to me. I’ll take a 500-follower account that shows me its work over a 100K account screaming “SEND IT.” And yeah, that goes for me too. DON’T BLINDLY FOLLOW THESE FOOLS. DON’T BLINDLY FOLLOW ME EITHER. I’m putting these on your radar. Look at what they’ve built, poke holes in my thesis, and come to your own damn conclusion.

I THINK STONKEX IS QUIETLY CREATING A CREATIVE ARMS RACE. I’ve talked before about the architecture removing some of the easiest ways to rug through liquidity. That matters. But the more interesting thing to me now is the type of builder showing up there. Look at the biggest Stonks projects. base:0xe34356dcd3d7bb991248f322e4ec31b5d60bc54e. $TE. Even $DCAT. These teams are not just throwing up a logo, some art and a Telegram and calling it a day. They are making actual CONTENT. Videos. Characters. Storylines. Comedy. High-production clips that people actually want to watch. And they HIT. They entertain. That sounds simple, but I think it matters a lot. Because once the strongest projects start operating at that level, the standard changes for everyone else. Now the next builder can’t just show up with a token and hope people care. You have to bring it. Better content. Better ideas. Better execution. Better culture. So the competition itself starts improving the ecosystem. And when you combine that with infrastructure that makes the classic LP rug harder to execute, you may be filtering for builders who are more interested in actually ADVANCING a project. Not guaranteed. Plenty can still fail. Plenty can still disappoint. But from what I’ve seen so far, the builder profile on Stonks is unusually strong for memestocks. IMO this is where some of the real experimentation is happening. Not just the next meme. The next evolution of how memes are BUILT.