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meditation, affirmations, gratitude, tidy room with clean air, clean sheets, plants, walking out in nature, eating healthy, working out, dressing well, sorting your hair out, good skin care, make your bed, socialise, think outside the box, sitting and thinking and reflecting, journaling lessons daily, learning from a mentor, surrounding yourself with positive people, seeing challenges as opportunities, learning proper communication, having a purpose
rick retweeted
Haven’t hard shilled a coin in a while. I’m most excited about Shiitake ( $shiit ) from @liltechnomancer right now.
It’s a novel, customizable workspace for ai agents that gives them access to their own pcs to work on. Think of it as ai assistant, cloud development and an app platform all in one.
I’m very impressed with the work Levi has put in on both the tek and branding sides. Looking forward to seeing how this product develops and evolves over the coming months.
fungi.computer
412ECWXN3jGbd1kn8ck7eeupWttkmrFkNm9JqfAzpump
rick retweeted
Belief is not in style right now. Which makes it the perfect time to pick something to believe in and stock up cheaply.
We don’t have a holder problem. We have a morale problem. When people observe hyper rotation, pvp, and a lack of conviction success stories they lose faith even if they WANT to believe. Morale is at an all time low and people would rather adapt to style they don’t like than lose trying to play by old rules. I don’t blame them. It’s not easy watching numbers go red and keep holding.
For me, it’s a mix of being stubborn and delusional that makes me continue to play the belief game despite the current trends. My bet is on memecoins as a whole, and knowing what brings morale up and attracts new players in. it isn’t kids with lambos. It isn’t YouTube tutorials on how to drill. It isn’t “celeb traders”. It’s seeing little guys with $200 and contagious bagwork energy creating their own luck. The normie who makes their year pay off one coin. That’s why I started my public wallet with $200! To show it can be done.
Anyway, I don’t feel bad buying more supply these days. One man’s trash is another’s treasure, if it was dumped by the first owners then it’s better off with me. I am top holder of many of my bags. It may never result in anything, but money always returns and my efforts rewarded even if not on that play. Or it may result in something, which would be the best case scenario for the entire game.
All I know is the multi mil runners will return one day, and it’s going to be the delusional believers in charge. And I will be positioned accordingly
Baby wake up!
New moonshyne thesis dropped
Good read
If you're sitting on the sidelines of Sand Kitten, look at what's lining up this week.
1) BTC looks like it’s finally breaking out from $80K resistance hell
2) STONK is also moving up 70+% from its low and tapped 120m mcap today
3) SanDisk reports Thursday with the Street expecting a beat.
This is a Genny setup.
Those of us holding the last month already know how this ends: the reflexive loop kicks in all at once, the candles go vertical, and the people waiting for a better entry chase from multiples higher. This is the perfect storm.
Grab you balls. Close your eyes. Hit the buy button. Hold on tight.
Sandhalla awaits.
Violent repricing incoming.
-fomo anon user “moonshyne”
rick retweeted
If you're sitting on the sidelines of Sand Kitten, look at what's lining up this week.
1) BTC looks like it’s finally breaking out from $80K resistance hell
2) STONK is also moving up 70+% from its low and tapped 120m mcap today
3) SanDisk reports Thursday with the Street expecting a beat.
This is a Genny setup.
Those of us holding the last month already know how this ends: the reflexive loop kicks in all at once, the candles go vertical, and the people waiting for a better entry chase from multiples higher. This is the perfect storm.
Grab you balls. Close your eyes. Hit the buy button. Hold on tight.
Sandhalla awaits.
Violent repricing incoming.
-fomo anon user “moonshyne”
rick retweeted
Me looking at Sand Kitten bag right meow. solana:8t5C4AWDg4CroMChxdo7rG2e8nJM31QG2GG7Czx9X7x2 @LaunchOnSF
rick retweeted
sand kitten looks great. really good roundup post in the quote tweet.
stonk is breaking out even while btc is weak. knots breaking out above 5m, up 100% past week.
gonna be interesting to see what happens to sndk and other top-10 stonk eco coins when stonk reclaims 200m and the speculative premium piles back in
rev up already 2.5x from recent lows and onchain is still ice cold/dead
observing
Pretty impressed by how the sand kitten is just chilling and forming a base around $2M
Especially considering how the main coins of the new meta are down 80%, like PONS and STONK.
The thing to note here is that the sand kitten was born during the STONK and BTC downtrend.
Still managed to run to 8 figures and amass 3K+ holders just a few days after launch.
So, what remains true?
- Strong community that has previously run coins to billions
- Top holders keep adding
- Memes keep flowing
- Almost 200K views on the Meme Depot
- On the STONK flywheel
- Getting featured in official animations
- On its way to becoming a top ticker pair in the space
What changed?
- Nothing besides BTC being depressing
- STONK going through its first meaningful correction
Look around. Everything with a pulse has taken a huge hit.
When to care?
Right now, IMO. These discounts are already very deep.
New runners are going to be chosen today.
When to fade?
- If you think BTC is done for
- If you think STONK was just a fad
I'm confident that solana:8t5C4AWDg4CroMChxdo7rG2e8nJM31QG2GG7Czx9X7x2 will make a new ATH, and I've positioned accordingly.
The kitten hasn't even seen a bull market yet.
rick retweeted
Pretty impressed by how the sand kitten is just chilling and forming a base around $2M
Especially considering how the main coins of the new meta are down 80%, like PONS and STONK.
The thing to note here is that the sand kitten was born during the STONK and BTC downtrend.
Still managed to run to 8 figures and amass 3K+ holders just a few days after launch.
So, what remains true?
- Strong community that has previously run coins to billions
- Top holders keep adding
- Memes keep flowing
- Almost 200K views on the Meme Depot
- On the STONK flywheel
- Getting featured in official animations
- On its way to becoming a top ticker pair in the space
What changed?
- Nothing besides BTC being depressing
- STONK going through its first meaningful correction
Look around. Everything with a pulse has taken a huge hit.
When to care?
Right now, IMO. These discounts are already very deep.
New runners are going to be chosen today.
When to fade?
- If you think BTC is done for
- If you think STONK was just a fad
I'm confident that solana:8t5C4AWDg4CroMChxdo7rG2e8nJM31QG2GG7Czx9X7x2 will make a new ATH, and I've positioned accordingly.
The kitten hasn't even seen a bull market yet.
rick retweeted
If XMR goes parabolic, what do you think happens to the memecoin representing its own culture?
Privacy szn is one of the few narratives I genuinely believe CT hasn't fully priced in yet
Everyone is chasing the same rotations while XMR is quietly building one of the strongest setups in the alt market
And when a major coin starts running, attention doesn't just stop at the coin itself
People start looking for exposure to the entire ecosystem, the culture, the memes and anything that represents it
We've seen this happen countless times with other chains
Now imagine XMR breaking out, privacy becoming the hottest narrative on CT and thousands of new eyes looking for the face of that movement
That's where solana:Ez7eEs53hQiXgCGmcbhdX5i1jgg2gC3F6MoeosuVpump comes in
You don't need to invent a mascot for Monero, Luke has been around since 2017
So you have an existing cultural connection to Monero, the original creator involved and a memecoin positioned right in the middle of a potential privacy rotation
I think people are seriously underestimating how much attention could flow into XMR-related memes if privacy coins start outperforming the rest of the market
And the best part is that solana:Ez7eEs53hQiXgCGmcbhdX5i1jgg2gC3F6MoeosuVpump doesn't need XMR to stop running to get attention
The stronger XMR becomes, the more interesting the entire privacy narrative gets
That's my thesis
XMR leads, privacy szn follows, solana:Ez7eEs53hQiXgCGmcbhdX5i1jgg2gC3F6MoeosuVpump becomes one of the memes people look at for exposure to that movement
I'm positioning for that possibility before CT starts screaming about it
Privacy szn
LukeMillions
ca Ez7eEs53hQiXgCGmcbhdX5i1jgg2gC3F6MoeosuVpump
rick retweeted
stonk update:
reasonably confident that stonk is bottomed.
we're seeing a higher low, and then potentially a higher high even during a 48h period BTC closed hourlies below 80k and looks weak. stonk doesn't seem to care.
i think people really leaning into data here are starting to position in strong eco plays/stonk nanocaps (i certainly am)
stonk was showing signs of bottoming regardless of what happens externally, but i think the whole pump fun kimchi debacle may have took a large cohort of fence sitters and tipped them back toward stonk, which was already looking pretty good (flattening out just above its fair value gap). it didn't *need* these flows, but they're not gonna hurt.
path dependency here for stonk is "BTC doesn't go dramatically lower". i think stonk has proven resilience to BTC weakness (bottoming oct 18, 1 week ago).
-BTC down modestly probably sees stonk sideways
-BTC sideways sees stonk drift higher
-BTC up (at all) sees stonk probably sharply higher
-BTC up big = stonk probably parabolic recovery, push to reclaim prev ATH faster than many expect
i think the only thing that pushes stonk to new lows at this point is BTC nuking to the low-mid 70's alongside a marketwide catastrophe. i'm betting that this is unlikely. if it happens, i'm just going to hold/add.
i started positioning in stonk eco smallcaps in addition to my core bags. for those coins, i'm wagering something like 10k in total, and looking to turn it into 500k by the time stonk puts in a new ATH. other than the "bigger coins", many "winning" stonk eco pairs are currently sitting between 5 and 6 figures, ie "free", and have a pathway to 20x within weeks, and still continue to look cheap, before going as high as 100x or more, from here.
i cringe putting "100x!!" on a coin - i can't predict that, but that's what i'm targeting here, and want to be candid about that. it might takes weeks-months, or it might not happen at all. that said, upside on stonk and stonk eco feels similar to me as bonk did in nov 2023 - where i, with almost a feeling of madness, look around thinking "is nobody else seeing this??"
obviously doesn't need to be said, but the risk is high (i'm comfortable risking 100%), but the upside feels comically asymmetric
my core positions on stonk:
-zcat (yields ZEC) (currently 46m mcap)
-sndk (sand kitten) (yields sandisk stock) (currently 1.7m mcap)
-knots (yields stonk) (currently 4.4m mcap)
my currently-held nanocaps i think can 100x:
-ghostcat (yields aave) (currently 160k mcap)
-stink (yields fartcoin) (currently 65k mcap)
-marine (yields link) (currently 260k mcap)
-knower (buyback + burn mechanism from treasury) (currently 196k mcap)
-feelsgood (yields pepe) (currently 809k mcap)
-wifout (yields wif) (currently 119k mcap)
-something (yields SPX) (currently 660k mcap)
stuff i'm circling on fomo:
-bag (first/biggest zcat stonk fun community mechanism token, yields zcat)
-tacz (yield zcat)
-allinu (yields draftkings stock. cracked community)
-nearkat (yields near)
as always, all eyes on BTC to see how this develops through the midterms and beyond, but i feel more uncomfortable being sidelined than allocated at this juncture.
i included the current mcaps of the above tokens, and look forward to, for better or worse, updating this weekly or so. i hope to look back on these, alongside other people active in the space during this boring/depressing time, and have a big chuckle at how cheap stuff currently is.
yours,
long, strong, throw some sand in my thong,
doug funnie
update:
observing stonk looking like it's put in a low alongside BTC moving back above 83k, and the social reaction on the tl
very, very unambiguously seeing "this pump will fail like the others", which is coming from two places:
1) a recognition that pumps in the downtrend channel all failed, but *not* recognizing that market structure has shifted, and BTC ultimately calls the shots on this, and BTC is nascent-bullish again locally
2) people who either missed, faded, or generally didn't participate in the first wave of this, and rather than pivot, are expressing that by pouring skepticism onto the tl in an early effort to get ahead of the narrative craft wargames endemic to our space
ultimately, again -- btc calls the shots. it locally topped on sept 21 and caused a monthlong low-vol grinddown on virtually every asset in the space, especially acute onchain. btc strength is required for stonk, and so many other coins to do well. if btc continues to do well (esp if it goes above 87k durably), i expect stonk to do screamingly well on the march up to 100k.
i also expect equal measures of "oh wow stonk eco is sticky and going to be a main player this cycle" and a stampede to allocate,
alongside people trying to get the torches/pitchforks back out to defend either incumbent platform plays or generally cope as an outlet for a refusal to experiment or adapt to new trades
either way: higher
(my favorite eco coins are zcat, knots, sand kitten (sndk), and hold a few more on my fomo.
i think many coins that can run to 7-8 figures on the sooner end are currently at 5-6 figures and represent great trades that very few are looking at. i think these coins are the most asymmetric opportunity for onchain pairs at the moment)
SNDK + sand dunes shifting + stars aligning over the desert + hearts tingling + this kitten corporation is different + sand kitten super cycle (real) + the golden moment of buying a sandisk hard drive + emotional connection + what if we all fall in love with david goeckeler
rick retweeted
STONK COINS I LIKE ALERT ‼️
these coins r all like -101% off their highs and may never recover so don’t ape anything and DYOD
if we ever get to have any fun again here’s pairs I think are worth a look. heavy preference on the cat coins ofc
$ZCAT and $ZEC
$TACZ and $ZCAT
$ALLINU and $DKNG
$SNDK and $SNDK
$JARVIS and ethereum:0xca14007eff0db1f8135f4c25b34de49ab0d42766
solana:2UVDQZ4CB66CmJ3kXZx3ba6nzJbBhbpJsxRFT6J29c9z and $BTC
$STONKCATS and $STONK
$MELODY and $KITTY
rick retweeted
Sand kitten is curiously strong today.
My onchain port generally isn’t down today.
Other shoe can always drop (esp if btc drives in the 70’s) but I think a lot of stuff on stonk just needs to continue to exist in plain view as a win condition
rick retweeted
Been in solana:412ECWXN3jGbd1kn8ck7eeupWttkmrFkNm9JqfAzpump since 100k… wanted to see if the dev (@liltechnomancer) actually delivers first — he is.
fungi.computer is goated. Every AI agent gets its own computer. Files persist, code keeps running, it sleeps when idle and wakes with everything intact. Fully open source, self-hostable, and model-agnostic.
Not another chatbot wrapper. You actually own and control the machines your agents run on and can build a full app ecosystem around them (Oyster, Grove, Bonsai, Trellis).
Community-funded, no VC, fees go straight into development.
Virtuals is sitting at 430M as the current AI agent platform leader. solana:412ECWXN3jGbd1kn8ck7eeupWttkmrFkNm9JqfAzpump is still at 300k. If this is the open, ownable-computer layer that actually ships, the upside from here is still massive.
CA: 412ECWXN3jGbd1kn8ck7eeupWttkmrFkNm9JqfAzpump
DYOR NFA 🍄
rick retweeted
feel like we're in a regime where if BTC closes a single daily above 85k that looks non-barty, every single onchain token regardless of chain or eco does a 3x overnight
