enci retweeted
citrini calling for a rwa tokenization boom
larry fink saying this will revolutionize investing
morgan stanley, citi and ark calling it a $10 trillion market by 2030
and here we have AI—the golden narrative backed by the most traded stock—converged with crypto’s most famous mascot on the chain backed by the most popular retail trading app in the WORLD.
this is your chance anon
good luck.
OK I really fw this concept.
Apparently you can now bring any existing pumpfun coin to @souvenirfinance and have its trading fees fund prizes ranging from cars to Pokémon cards.
A new twist in our existing ponzis that could make a lot of coins feel "complete."
Imagine pairing $FTR with an actual Roadster, $FONE with Seeker phones, or idk, $ANSEM with Uber Eats gift cards.
I kinda see the vision.
Bring your coin is live on Souvenir.
Most Solana coins launch on pump.fun, Meteora or Bags, and once the chart goes quiet their holders have nothing left to wait for. On Souvenir every coin carries a real prize. A pot fills from its trading fees, and when it covers the prize, one holder wins it and Souvenir ships it. Until today that only worked for coins launched on Souvenir.
Now any creator can bring the coin they already have:
- Connect the wallet that created it and open souvenir.finance/bring. Your pump.fun, Meteora and Bags coins are listed there, on the curve or graduated.
- Pick a prize from the catalogue: CS2 skins, graded Pokémon cards, consoles, sneakers, GTA VI.
- Pick how much of your creator fee goes to the pot.
- Approve it in your wallet.
The coin keeps trading where it trades now, with the same holders and the same chart. From that moment its creator fee fills the pot, and every draw is published with its proof. 79 prizes have been delivered so far, each one listed on souvenir.finance/proof.
If your coin has a community, it now has something to win.
Also live: a Deposit button next to Launch. Sign in with email or Google and you can buy SOL with Apple Pay or a card without leaving the site.
souvenir.finance/bring
woke up to a bunch of duve tweets saying “I might rob everyone onchain but that doesn't mean I deserve to get robbed irl!!!”
let me break this down to you like you're a monkey
YOU choose to dox yourself and bundle 40% of pumpfun coins, which you then dump on unsuspecting buyers (this is where you make ALL your money btw)
you could get a normal job, start a business, learn an actual skill, etc but YOU choose to make a career out of being the entire holder distribution of a pumpfun coin
the problem is you think being good at extracting money from people onchain somehow makes you a good trader, and when people point out what you're doing you cry and bitch on the tl
you're a grifter, you will never feel genuine fulfillment, and the best advice i could give you is to touch a dumbbell and go do some charity work or something
woke up to a bunch of poors in replies saying “you should get robbed because you rob on chain!!!”
let me break this down to you like you’re a monkey
YOU choose to trench and trade pumpfun coins, which they quite literally say them selves are for “speculating trends and attention”, meaning quick flip trenching (this is where they make ALL their money btw)
you could be buying eth coins, old raydium coins, etc but YOU choose not to and instead choose to trench because YOU want to make fast money
the problem is all of you suck, won’t put in the time to get better, expect free money to be given to you, and when you get smoked you cry and bitch on the tl
you’re an addict, you will never make money, and best advice i could give you is to never touch any of these coins again and go do DoorDash or something
enci retweeted
I bid Artificial Inu here at 81mil
- I believe we are close to a bottom
- Super Inu does not appear to be a threat as it’s literally not even responding to SI.GOV going live today. Its dumped further
- Basing the survivability of the token strictly on the acronym AI is shortsighted
- Bet on the Long ecosystem
- Bet on Nvidia
- Deep liquidity pools
- Dope looking meme
I think this flush is very much needed.
A ridiculous amount of slop and outright larps went way too high, way too fast.
We're now in the phase where everything that had no business going up in the first place comes tumbling down and never recovers.
Meanwhile, the 5-10 coins that actually matter, the eventual big winners of this cycle, will gradually start moving higher while everyone else is still licking their wounds.
I expect the onchain bottom to be in by next week and the golden bull to resume shortly after.
enci retweeted
Robinhood spent a decade building a business with 28.6M funded customers and $384B sitting on the platform.
Then they launched a chain and within its first couple months it starts doing $4M/day in fees at peak activity.
For reference, Robinhood's entire traditional business currently generates around $400M/month in revenue.
Their brand new onchain experiment briefly reached a $120M/month fee run rate.
Keep in mind this happened with basically none of their distribution activated. It's estimated that Robinhood's own users represented only around 1% of onchain transactions.
I don't know how you look at that as Robinhood and don't immediately start thinking about how aggressively you can connect the two.
The only thing they really need to do, and I'm pretty confident they're well aware of this, is list a handful of coins that aren't cabal controlled and let them do really fucking well.
It doesn't need to be 100 coins. It needs to be 5-10 coins that all pull multiples after getting listed.
Make the casino have winners.
From there, the numbers can get fucking stupid very quickly.
We're talking about a company that already owns the distribution, owns the rails, controls what gets listed and has hundreds of billions of dollars already sitting on the other side waiting to be tapped into.
I genuinely don't think it would be that crazy for the onchain side to eventually rival the ~$400M/month in revenue generated by the traditional business that got Robinhood to a ~$100B valuation in the first place.
I think people are largely looking at it as just another L2 when in reality it's the first properly capitalized, massively distributed player to enter the onchain casino in a very long time.
And I think the playbook for this cycle might end up being ridiculously simple:
Just bid the Robinhood listings and I'm pretty confident you'll pull 10-20x moves in each one of them.
Speculating on coins that have a real chance at a listing will also pay extremely well if it actually plays out.
But most of CT will unfortunately chop their ports to death trading coins with a 10-minute lifespan, get vamped across five different launchpads and end up sidelined for every giga runner of the cycle.
The playbook might genuinely be this easy. The fact that it requires sitting on your hands for a few months is probably enough to outtrade 90% of the people you're trading against.
The only way this cycle is bigger than the last is:
1. Pumpfun starts marketing + injecting coins HARD
2. Pump / fomo take off SUPER hard (although this will just lead to retail getting absolutely MURDERED and be short lived)
3. Bitcoin 180k+
4. Robinhood takes off SUPER hard, specifically the LISTED coins that are not cabal controlled do really well (so retail doesn't get murdered)
If these don't happen I think people are hyping up this cycle too much. Last cycle we had multiple coins above 200m and at 1-2B. Right now we're trading 5 launchpads per day, getting vamped to death, and it takes 20 catalysts and kol wallets for a coin to hit 40m.
Crypto people should NEVER dox.
Every time I see a video like this, I'm overcome by an overwhelming sense of disgust that I share an industry with these people.
At least when you guys hide behind avatars, I can imagine you're somewhat cooler than whatever the fuck this is.
The complete absence of self-awareness, taste, or even a shred of dignity is really fucking hard to watch.
We really need to bring back anonymous internet culture because this is cringe as fuck.
I have a master's in CZ psychology and I just know this mf is gonna reply with a "🤣" under one of Cao Zhen's posts in the coming days, knowing full well it'll bring some extra volume to the yellow chain, and then act completely clueless about it.
Back in my day, if a delusional president called you an “enemy,” you bid the fuck out of whatever he was talking about.
You certainly wouldn't 't panic sell it.
I don't think people have fully thought through where this ends.
If the endgame is for these coins to become liquidity proxies on top of everything else, then the process of establishing those leaders will only deepen their liquidity and liquidity will ultimately be the biggest moat in this “meta.”
At some point those leaders get liquid enough that they're basically unvampable. Probably the closest this market ever gets to PVE.
So on a long enough timeframe, anyone looking for a leveraged/speculative NVDA position will buy artificial-inu-3:native . Microsoft will have Clippy, Netflix will have something like Netflix & Chill, and so on.
Until eventually every major stock develops a canonical meme that effectively becomes its high-beta proxy, the same way ETH had PEPE and Solana had WIF in '23.
The ones that actually make it there probably have a much higher ceiling than anyone is currently willing to entertain.
So yeah, dream a little bigger.
eventually there will come a time where each stock has only one token pairing and community. worth an attempt to realize this grand vision in the degenerate age of pvp deploys, vamps, etc.
i think if you're trading these on a short-time frame, you're most likely going to time capitulate or desperately rotate out to the next shiny thing until you've chopped yourself down
the best meat is slow cooked before ready to be devoured
whether or not you think these meme pairings have legs to be bid by outside capital is a different story, but the r/r of bidding in the ecosystem where liquidity is the moat and mechanisms are constantly being added to incentivize outside capital is too good to pass up
next bottleneck is definitely distribution and attention at the mainstream level
very much a zero or hero bet
too many expect a reflexive cambrian explosion to the upside
the attention remains steady while liquidity keeps increasing as was intended by design
the bet is becoming more asymmetric as it becomes more non-consensus
I think this ponzi has the right ingredients to get really fucking stupid.
I can imagine normies buying solana:6VsnbKz6erJRTPiiD34Msq7eWmmgZHDnh4Bxan4MpGjm trying to win PSA 10s and Rolexes while millions of daily vol fund increasingly ridiculous prizes.
I kinda see the vision.
Every coin on Souvenir is paired with a real prize.
A Ferrari. A Rolex. A Pokémon pack. A Dragon Lore. A MacBook. A trip to New York.
Every trade adds to the coin's pot. When the pot covers the prize, one holder is drawn. The ticket list goes on Solana before the draw, so anyone can check it.
134 prizes drawn since October 3, worth over $50,000.
souvenir.finance
Owen 100% sold his account to BonkGuy
quick disclosure before i start trading on fomo
gonna be taking some higher risk trades and messing around with smaller caps than usual, anything i buy is purely my own trade and shouldnt be taken as a signal to follow me in
some of these trades will work, some wont. ill be managing them accordingly and you should do the same
with that said, time to see whats out there
Robinhood spent a decade building a business with 28.6M funded customers and $384B sitting on the platform.
Then they launched a chain and within its first couple months it starts doing $4M/day in fees at peak activity.
For reference, Robinhood's entire traditional business currently generates around $400M/month in revenue.
Their brand new onchain experiment briefly reached a $120M/month fee run rate.
Keep in mind this happened with basically none of their distribution activated. It's estimated that Robinhood's own users represented only around 1% of onchain transactions.
I don't know how you look at that as Robinhood and don't immediately start thinking about how aggressively you can connect the two.
The only thing they really need to do, and I'm pretty confident they're well aware of this, is list a handful of coins that aren't cabal controlled and let them do really fucking well.
It doesn't need to be 100 coins. It needs to be 5-10 coins that all pull multiples after getting listed.
Make the casino have winners.
From there, the numbers can get fucking stupid very quickly.
We're talking about a company that already owns the distribution, owns the rails, controls what gets listed and has hundreds of billions of dollars already sitting on the other side waiting to be tapped into.
I genuinely don't think it would be that crazy for the onchain side to eventually rival the ~$400M/month in revenue generated by the traditional business that got Robinhood to a ~$100B valuation in the first place.
I think people are largely looking at it as just another L2 when in reality it's the first properly capitalized, massively distributed player to enter the onchain casino in a very long time.
And I think the playbook for this cycle might end up being ridiculously simple:
Just bid the Robinhood listings and I'm pretty confident you'll pull 10-20x moves in each one of them.
Speculating on coins that have a real chance at a listing will also pay extremely well if it actually plays out.
But most of CT will unfortunately chop their ports to death trading coins with a 10-minute lifespan, get vamped across five different launchpads and end up sidelined for every giga runner of the cycle.
The playbook might genuinely be this easy. The fact that it requires sitting on your hands for a few months is probably enough to outtrade 90% of the people you're trading against.
The only way this cycle is bigger than the last is:
1. Pumpfun starts marketing + injecting coins HARD
2. Pump / fomo take off SUPER hard (although this will just lead to retail getting absolutely MURDERED and be short lived)
3. Bitcoin 180k+
4. Robinhood takes off SUPER hard, specifically the LISTED coins that are not cabal controlled do really well (so retail doesn't get murdered)
If these don't happen I think people are hyping up this cycle too much. Last cycle we had multiple coins above 200m and at 1-2B. Right now we're trading 5 launchpads per day, getting vamped to death, and it takes 20 catalysts and kol wallets for a coin to hit 40m.