My thesis for the next stage of this market: I think solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump takes some time to work through the $50–80M range. If it establishes itself above that level and keeps growing, that’s where I expect the bigger exchange listings and significantly more attention to start coming in. I genuinely believe Jean has the potential to become a multi-billion-dollar meme and could be one of the first memecoins in a while to break $1B+. But the bigger thesis isn’t just about Jean. I think people are getting tired of trying to hit lottery tickets on $20K bundled shitcoins that disappear overnight. Eventually attention rotates back toward actual memes with real communities, liquidity and staying power. Memecoins will have another huge run. Retail will arrive incredibly fast and probably disappear just as fast. People will be sitting there asking, “Where was the pullback?” “Why didn’t it retest?” “How the fuck did that just happen?” CT needs a catalyst that makes people interested again. I think Jean has a real chance of becoming that catalyst. And this is also why I think NFTs eventually come back. I’m already noticing it in myself. When I see my portfolio going up, I’m not thinking about paying off my car or buying something nice. I’m looking at BAYC, Argonauts and other NFTs I’ve always considered valuable. Multiply that behaviour across thousands of people taking profits during a strong crypto run. Money doesn’t necessarily leave crypto. It rotates. Memes → profits → established coins → NFTs → speculation starts again. Crypto Twitter will still be where a lot of this happens, but I also think TikTok becomes significantly more important this cycle. If retail really comes back, CT won’t be the only place driving the narrative. That’s my thesis. Now the market has to prove me right.

We're going to see a lot of this in a week or so.