Cycles of all kinds / Global Liquidity / Macro & Markets / TA / Free market. Liberty. Nothing I share is financial advice. Please DYOR. $ZEC
Earth
Joined May 2020
- Tweets9.5K
- Following463
- Followers731
- Likes36.2K
This is absolutely true!
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.
This is the solana:7ypCq2CJ4fnbtS3z2B1W1UT2he5E3u7Md6Gy1ri7uGrQ chat.
Pattern must hold! This is actually a great token/product with insane rewards.
DYOR NFA
Thread 🧵🪡
1/ I said this first.
A new future of investing is being built in public, and most people still think it’s just memes.
It isn’t.
It’s a machine.
2/ Traditional investing is dead capital.
You buy a stock. You buy an ETF. You wait.
The paper does nothing for you. No yield. No pulse. No reason to hold except hope the number goes up.
That model is finished.
3/ The new model is simple:
Take a token.
Pair it to a real asset.
Tax every movement.
Convert the tax into the asset it is paired to.
Drip that asset back to holders.
Hold the ticker. Get paid in the thing underneath it.
That is the machine.
4/ This is why it works.
The meme is the coordination layer.
The pair is the economic layer.
Culture creates demand.
Demand creates flow.
Flow creates fees.
Fees become Bitcoin, stocks, whatever the pair is.
Attention stops being noise. Attention becomes a printer.
5/ You are no longer just “exposed.”
You are inside a loop.
Every trade, every transfer, every new believer feeds the holders who stayed.
That is better than traditional investing because the asset finally works for the person holding it.
Crypto. Stocks. Same primitive.
6/ Now see the bigger picture.
Once any stock, ETF, or reserve asset can sit onchain as a pair, every company gets a living wrapper.
A narrative ticker on top.
The real asset underneath.
Rewards flowing back to the people who carry the story.
That is not a launchpad gimmick. That is a new ownership rail.
7/ TradFi will come because the incentive is too clean to ignore.
Why hold a silent certificate when you can hold a ticker that pays you in the underlying?
Why buy the ETF when the meme paired to it markets itself, recruits itself, and distributes yield by existing?
The first ones to understand this will look early.
The rest will call it obvious later.
8/ This is the new normal.
Not buy and sit.
Hold and get paid.
Not stocks or memes.
Stocks through memes.
Bitcoin through memes.
Anything real, wrapped in something people actually want to hold.
I saw the machine first.
The future of investing is the ticker that feeds you.
I’ll come back to these valuations in 2027. Let’s see if this is in fact one of the greatest opportunities of this cycle.
Gus retweeted
Warren Buffett dropped some major truth bombs about the current state of the market and the psychology of investing in an interview with CNBC.
While everyone on CT was convinced Bitcoin was headed back above $100K I stuck to my thesis and once again it played out as expected.
Every major account was screaming up only but the pattern remains intact.
See you all at 40K. Cheers!
Gus retweeted
The top 250 pumpfun deployers:
> extracted ~$79 MILLIONS from the trenches
> deployed 194K tokens (1,100 per day) in the last 6 months
> produced only ~10 tokens with a 5M+ MC
Full list 👇
