Soon I will have enough for a large fries... Sent from my Pumpfun App.

Finally, I'm back (sorta). Sent from my Pumpfun App.

Unbothered. Moisturized. Happy. In My Lane. Focused. Flourishing.

These custom PnL cards have gone too far... Sent from my Pumpfun App

I've been thinking a bit lately about how the social side of trading has changed over the years, especially where people spend their time and how reputations are built in crypto. We've gone from Discord to Twitter to Telegram, and now to social trading apps like pump fun. It's not a perfectly linear progression, but that's beside the point. What's interesting is how the rules of the "town square" have changed. For a long time, Twitter was probably the most important one. You could build an enormous reputation on CT off the back of a handful of good calls, while quietly ignoring or deleting everything that didn't work out. Nobody really knew whether you were good at trading or just good at posting, and for the most part, no one was trying to verify this. For a while, that was enough. It isn't anymore. Social trading has changed the rules because simply having a good thesis is no longer enough. People want to see whether you're actually putting money behind what you say. You can't just tell everyone you're a great trader anymore. You need to show them on social trading apps. That's what I find interesting about apps like pump fun becoming their own town squares. When someone's trading publicly, you can see what they're doing for yourself rather than relying on whatever version of their performance they choose to share. And that's killed a lot of the mythology surrounding certain CT personalities who built enormous reputations in previous cycles. The market now has information it didn't have before, and it's broken the assumption that having a large CT following automatically makes you a good trader. The old town square was largely a market for reputation. The new one is a market for verifiable reputation. And I think that's a pretty fundamental change in how influence works in crypto. You don't need years of accumulated CT clout to get noticed anymore. It's gotten to the point where, if it didn't happen in the town square (pump fun), it might as well not have happened at all.

I’ve been trying to onboard my brother to crypto for a while now. It’s been a bit hard to help him navigate what to do/how to size bids in the current landscape, but I think I’ve figured out a model that works for him. 1 - We loaded his wallet with $100 max. 2 - His maximum bid size on any coin is $25. 3 - He can scale his bid size up with his port size, but not before. 4 - He’s limited to one type of coin: “attention” or trending coins that have a clear viral narrative behind them. 5 - He has to use Pump Fun only and follow accounts like @wirelyss and @basilda_a. 6 - He has to cross-reference callouts/themes on X/Insta/TikTok to validate the thesis. It’s early days, but I feel like this model is working. It’s not overly complex. He’s not chasing daily runners or having to look at wallet tracking to see what people are buying. He can simply look for convergence of opinion or research interesting narratives on Pump Fun, Insta, TikTok and X, which makes for a much more guard-railed experience. Honestly, doing this exercise has helped me become a better trader too, just by forcing a rule set onto my own trading style. Maybe this is how we onboard the masses.

Thesis is thesising.

Let's end this controversy once and for all.