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Haven’t written a thesis on anything in a while but I’m really bullish on the solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx eco for a few reasons
Surface level it’s easy to see this as just a quick fad with RWA pairs that anyone can do, but so far they are the only ones that have been able to bring in pre-IPO stocks as well as pair to other tokens. Others will come in but it is the leader and has coins sending to pretty high caps (ie solana:7ssJZGFT3twGqeYA1kvpoMWwZYvMZvrMEbjRaWgg46BL )
It’s idealistic, but I see a world in which betas like $manlet paired with $Ansem not only create a leveraged down stream bet on engagement, but also serve the underlying token through buybacks and distros
Similar to something like solana:Ga5ErptAQ5oHwB7G195UEq9FeJ5UNDoV9SCRCpebFeG7 and zcash:native it allows you to play the memes and the leveraged betas while removing the vamp aspect entirely as these pairs are a net positive for the eco
It’s a total vibe shift for the trenches which have always been incredibly PvP
Ultimately all coins serve $Stonk through buy backs and burns and even if you didn’t want to try to PvP the right meme for the right stock you benefit from the volume
Anyway, it’s fun and I think there’s real opportunity here, but we shall see. I like to lean in where I see opportunity for all to win
Outside of crypto I cannot use X anymore. Even for crypto it is mostly just incels and bots
Elon’s new right wing super pac is now the largest single ad spender this election cycle - most of it backing a criminal in Texas and spreading hate and racist tropes in Michigan
Spending less and less time on this app and more time in the real world, especially if you are a young man is a really great idea
Ryder retweeted
ICYMI: The @injective $NINJACAT Clawback is officially live. 🥷 🐈⬛
How the earnings flow back into our ecosystem and benefit the community will become clear over time.
Those who continue studying the sword will reap the greatest rewards. ⚔️
Building in the shadows.
Pumpfun has officially lost the plot.
I'm not sure what their endgame is here, but I know for a fact that nobody is going to read “Be the next Kimchi” and suddenly feel an overwhelming urge to sign up for Pumpfun and start buying shitters.
I never thought we'd reach the point where this needs explaining, but absolutely nobody outside CT knows who Kimchi is. And a good chunk of CT knows that the whole “made $40M trading Trump” story is straight up larp and what he was actually doing, was deploying and rugging coins 24/7.
The fact that, out of every ace this multibillion-dollar company could have up its sleeve, they chose to make Kimchi their poster boy speaks volumes about how out of touch they are with the space, the community that made them what they are, and the outside world as a whole.
I'm telling you, there isn't a single normal adult who wakes up in the morning wanting to “trade internet trends.” Not a single one.
Because what the fuck does trading internet trends even mean?
These guys made their bread from memecoins, and whatever name they built for themselves in this industry was a direct consequence of coins that actually went somewhere.
Pumpfun wouldn't have taken off the way it did without Sharkcat, and it wouldn't have captured the market share it did during AI season without GOAT and Fartcoin launching there.
People buying “internet trends” with a lifespan of 24 hours, only to get thrown into endless PvP against increasingly sophisticated players across a dozen different pairs, is precisely why Pumpfun struggles to break into the mainstream and onboard retail that actually STAYS.
And these absolute idiots have somehow decided to make that their entire selling point.
You genuinely couldn't make this shit up.
The average person Pumpfun is supposedly trying to onboard is drowning in bills, trying to make ends meet, and navigating a society that's becoming increasingly isolated.
He doesn't give a fuck about speculating on internet trends. He probably doesn't even recognize most of them.
What he wants, whether he realizes it or not, is to feel like he belongs somewhere.
A place where he can make internet friends who share his humor, aesthetics, and beliefs. Somewhere he can log in after a shitty day, talk shit with like-minded people, and actually feel like he's part of something.
A fucking community.
And the funny thing is that memecoins, of all things, can genuinely provide that.
I think people massively underestimate how many guys are sitting at their desks right now, aimlessly scrolling the internet, who would happily spend money to be part of an online community where they can make friends, share jokes, and rally behind something together.
Take NEET, for example.
I'm convinced that if you explained the whole “not open to work” movement to a thousand normies, a surprisingly large percentage would find the idea of joining a global community of people who share that attitude genuinely appealing.
Now imagine telling them there's also a coin attached to that movement, and that if enough people rally behind it, they can potentially make money together.
That's a much easier sell than asking them to gamble on whichever celebrity happened to tweet something stupid fifteen minutes ago.
And it's not just NEET.
Think of all the internet subcultures, recognizable characters, aesthetics, and movements that people can actually identify with. Things that give someone a reason to hold a coin, talk about it, make content around it, and bring their friends into it without needing a new catalyst every six hours.
That's how you build something that lasts.
Instead of building their campaign around any of that, Pumpfun decided to spend millions telling people they could become the next Kimchi, a complete nobody to the audience they're supposedly trying to attract, and inviting them to gamble on internet trends.
They actually spent millions of dollars on this stunt.
It's genuinely incredible how disconnected they've become from reality, their own customer base, and seemingly basic common sense.
My father used to always tell me to never attribute to malice what can be attributed to stupidity.
And I'd genuinely love to attribute Pumpfun's incompetence to stupidity, but that's not the case here.
They've made hundreds of millions from coins that people actually wanted to own. Coins that went to hundreds of millions in market cap, made entire communities rich, and brought thousands of new people into the ecosystem.
They know this model works because it's the very model that made them rich.
But if having everyone PvP the same Elon tweet through twelve different pairings and launch modes means they can squeeze another 10% out of trading fees, I'm increasingly convinced they'll happily sacrifice everything else to get it.
And at this point, it's becoming pretty difficult to pretend otherwise.
I think there are fatigue signals everywhere, and every day we're getting a little closer to the end of the Pumpfun dynasty despite a bunch of terminal badges trying day and night to convince you otherwise.
Someone will eventually build a place where people actually want to stay, where communities are worth more than the fees generated from destroying them.
And when that happens, I genuinely don't think Pumpfun will understand why everyone left.
POV: Kimchi got paid with ur airdrop money
Kimchi is the first person to truly cross the chasm between crypto and pop culture; the first ever example of a trader becoming a celebrity.
He represents exactly where we’re heading: a massive social trading ecosystem that onboards retail and grows to 10x the size we were last cycle.
The next wave of users does not come from CT - it comes from the masses - and we're proud to have Kimchi help us set the creative direction that will pave us on the path to a 100x larger ecosystem.
Readers added context they thought people might want to know
Kimchi is presented as a verified trader celebrity crossing into pop culture, but his signature claims of ~$40M profits trading $TRUMP (and resulting wealth) remain unverified with no disclosed wallet or on-chain proof.
memecoin.wiki/wiki/kimchi
bitcoinfoundation.org/news/people-in…
tapbit.com/en/learn/artic…
Ryder retweeted
Watched @RugDalio bag work over the years harder than anyone, bro exemplifies what the trenches need. Checked out @AllinuSolana because of him, this community exemplifies what the trenches need. Return to believing in something.
Allinu ✊
Ryder retweeted
Giga chads will accumulate Allinu at these levels and retire their bloodlines. Just watch..
Ryder retweeted
Kadense knocking the mindset out of the park here.
when allinu reprices, it will be violent.
that doesn't mean that's happening right now and that you will hop on for a quick flip. Clearly there may be more larps to shed..
it IS believing that the illness of the cult mentality while things are at its worst will be rewarded severely when things are at their best.
we have made ourselves known and will continue to do so. we will be one of the first places people think of when the market goes crazy and everyone is looking for a coin that has proven diamond handed long standing holders with delusional targets.
allinu.
Ryder retweeted
“we have made ourselves known and will continue to do so. we will be one of the first places people think of when the market goes crazy and everyone is looking for a coin that has proven diamond handed long standing holders with delusional targets.”
ALLINU
$7.77 ✊
Kadense knocking the mindset out of the park here.
when allinu reprices, it will be violent.
that doesn't mean that's happening right now and that you will hop on for a quick flip. Clearly there may be more larps to shed..
it IS believing that the illness of the cult mentality while things are at its worst will be rewarded severely when things are at their best.
we have made ourselves known and will continue to do so. we will be one of the first places people think of when the market goes crazy and everyone is looking for a coin that has proven diamond handed long standing holders with delusional targets.
allinu.





























