@Layiszn

I help ideas find people, and people find value. Creator โ€ข Community signal

Web3
Joined December 2022
LAYI retweeted
major study here, the thing about low-caps is that people want to catch them before they move, but very few are willing to study them when the market is quiet and nobody is paying attention. ofc, low-caps carry serious risk.. a small market cap doesnโ€™t automatically mean a token is cheap, and a strong ecosystem doesnโ€™t guarantee every project will benefit from its growth. Liquidity, actual demand and sustained participation still matter. what makes StonkFun worth watching right now is how its ecosystem behaves under pressure. If solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx can hold its ground while BTC remains weak, thatโ€™s a sign of relative strength thatโ€™s worth monitoring. It doesnโ€™t confirm a bottom, but it challenges the idea that every rally must end the same way as the previous ones. for me, the bigger opportunity is in what happens around the ecosystem. $ZCAT/ solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS and some of the rest top runners have already established themselves as projects people can study, rather than random tickers appearing out of nowhere. The next stage is whether @LaunchOnSF can keep attracting traders and deployers, sustain activity and turn individual winners into reasons for people to explore more of the ecosystem. this is also why I pay attention to development beyond the chart. The new $KNOTS mascot gives the project a clearer identity of its own, something the community can turn into memes and recognizable culture. Small details like that can help a project stand apart, provided the work behind the branding continues. when everyone is waiting for confirmation, itโ€™s worth doing the research before the crowd returns.. keep watching how $STONK develops, how $ZCAT and $KNOTS hold up, and see how it turn resilience into lasting growth. the opportunity isnโ€™t just finding a coin before it runs. Itโ€™s recognizing which projects are building something that can keep people around after the run.
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
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solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx and solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS supercycle
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major study here, the thing about low-caps is that people want to catch them before they move, but very few are willing to study them when the market is quiet and nobody is paying attention. ofc, low-caps carry serious risk.. a small market cap doesnโ€™t automatically mean a token is cheap, and a strong ecosystem doesnโ€™t guarantee every project will benefit from its growth. Liquidity, actual demand and sustained participation still matter. what makes StonkFun worth watching right now is how its ecosystem behaves under pressure. If solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx can hold its ground while BTC remains weak, thatโ€™s a sign of relative strength thatโ€™s worth monitoring. It doesnโ€™t confirm a bottom, but it challenges the idea that every rally must end the same way as the previous ones. for me, the bigger opportunity is in what happens around the ecosystem. $ZCAT/ solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS and some of the rest top runners have already established themselves as projects people can study, rather than random tickers appearing out of nowhere. The next stage is whether @LaunchOnSF can keep attracting traders and deployers, sustain activity and turn individual winners into reasons for people to explore more of the ecosystem. this is also why I pay attention to development beyond the chart. The new $KNOTS mascot gives the project a clearer identity of its own, something the community can turn into memes and recognizable culture. Small details like that can help a project stand apart, provided the work behind the branding continues. when everyone is waiting for confirmation, itโ€™s worth doing the research before the crowd returns.. keep watching how $STONK develops, how $ZCAT and $KNOTS hold up, and see how it turn resilience into lasting growth. the opportunity isnโ€™t just finding a coin before it runs. Itโ€™s recognizing which projects are building something that can keep people around after the run.
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
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LAYI retweeted
gm frens happy new week
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gm frens , Happy new week
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gm frens happy new week
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LAYI retweeted
Solana Daily has solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS among the memecoins standing out over the last 7 days. What is interesting here is that. 1> KNOTS is still making progress while the market has been rough.. the community continues to show up, the project is building its presence across the @LaunchOnSF ecosystem, and itโ€™s getting recognition beyond its own timeline. 2> the price action is worth watching too. Holding higher lows through a market like this shows relative resilience, even if it doesnโ€™t guarantee the next move will be up. Yet I still think plenty of people are sleeping on what KNOTS is building. Most only start paying attention after a coin makes a big move, when the conversation is already everywhere. KNOTS is already on the radar. Now it needs to keep turning that visibility into sustained activity and more people getting involved. Big shoutout to @solana_daily for putting it on the list. The work doesnโ€™t stop here.
Spotlight Memecoin Ecosystem on Solana Last 7D LUKE - @xmrMoneroCat LTC - @LittleTittyCoin REMUS- @RemusFamily โ–ˆโ–ˆโ–ˆ - @BlindApeHoe DOPE - @dopecoinotc HELL - @hellhoundmeme DacityCoin - @DacityCoin_GTA KNIGHT - @knightcore___ KNOTS- @KnotsOnStonk USELESS - @theuselesscoin
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๐Ÿ‹ WHALE BUY ๐Ÿ’ฐ 65 SOL ($6,566) ๐Ÿช™ 1,366,196 $KNOTS ๐Ÿ“ˆ MC $4,539,244 ๐Ÿงพ solscan.io/tx/53cTH3hGbuGSs4โ€ฆ
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I got on a voice call with the KNOTS devs very early into stonkโ€™s first run up in early sept to try to make sure it wasnโ€™t a rug, because I couldnโ€™t schizo-shill it in good conscience otherwise. I talked to dudes who felt super genuine, reasonable, and smart. Really happy to see that the trust was rewarded, and theyโ€™ve been heads-down shipping, organizing, getting CEX listings, fomo/jup/app verifications, improving the branding constantly, and keeping comms robust, alive and humming all day, all while onchain alts got butchered from sept 21 onward (when btc topped) I have zero doubt KNOTS has what it takes to go to new highs when stonk puts in a new uptrend - weโ€™re seeing early signs of both stonk and knots outperforming the market the past 4-5 days, despite btc weakness. I think patience is massively rewarded here
Solana Daily has solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS among the memecoins standing out over the last 7 days. What is interesting here is that. 1> KNOTS is still making progress while the market has been rough.. the community continues to show up, the project is building its presence across the @LaunchOnSF ecosystem, and itโ€™s getting recognition beyond its own timeline. 2> the price action is worth watching too. Holding higher lows through a market like this shows relative resilience, even if it doesnโ€™t guarantee the next move will be up. Yet I still think plenty of people are sleeping on what KNOTS is building. Most only start paying attention after a coin makes a big move, when the conversation is already everywhere. KNOTS is already on the radar. Now it needs to keep turning that visibility into sustained activity and more people getting involved. Big shoutout to @solana_daily for putting it on the list. The work doesnโ€™t stop here.
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Solana Daily has solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS among the memecoins standing out over the last 7 days. What is interesting here is that. 1> KNOTS is still making progress while the market has been rough.. the community continues to show up, the project is building its presence across the @LaunchOnSF ecosystem, and itโ€™s getting recognition beyond its own timeline. 2> the price action is worth watching too. Holding higher lows through a market like this shows relative resilience, even if it doesnโ€™t guarantee the next move will be up. Yet I still think plenty of people are sleeping on what KNOTS is building. Most only start paying attention after a coin makes a big move, when the conversation is already everywhere. KNOTS is already on the radar. Now it needs to keep turning that visibility into sustained activity and more people getting involved. Big shoutout to @solana_daily for putting it on the list. The work doesnโ€™t stop here.
Spotlight Memecoin Ecosystem on Solana Last 7D LUKE - @xmrMoneroCat LTC - @LittleTittyCoin REMUS- @RemusFamily โ–ˆโ–ˆโ–ˆ - @BlindApeHoe DOPE - @dopecoinotc HELL - @hellhoundmeme DacityCoin - @DacityCoin_GTA KNIGHT - @knightcore___ KNOTS- @KnotsOnStonk USELESS - @theuselesscoin
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LAYI retweeted
๐™‰๐™ค๐™ฉ ๐™š๐™ซ๐™š๐™ง๐™ฎ ๐™ง๐™–๐™ก๐™ก๐™ฎ ๐™ž๐™ฃ ๐™– ๐™™๐™ค๐™ฌ๐™ฃ๐™ฉ๐™ง๐™š๐™ฃ๐™™ ๐™™๐™š๐™จ๐™š๐™ง๐™ซ๐™š๐™จ ๐™ฎ๐™ค๐™ช๐™ง ๐™˜๐™ค๐™ฃ๐™ซ๐™ž๐™˜๐™ฉ๐™ž๐™ค๐™ฃ, ๐™—๐™ช๐™ฉ ๐™ฃ๐™ค๐™ฉ ๐™š๐™ซ๐™š๐™ง๐™ฎ ๐™ฃ๐™š๐™ฌ ๐™ง๐™–๐™ก๐™ก๐™ฎ ๐™™๐™š๐™จ๐™š๐™ง๐™ซ๐™š๐™จ ๐™ฉ๐™ค ๐™—๐™š ๐™›๐™–๐™™๐™š๐™™ ๐™š๐™ž๐™ฉ๐™๐™š๐™ง. One thing traders need to understand about StonkFun is that the opportunity isnโ€™t just finding a coin that pumps once. Itโ€™s finding a venue where new launches can attract attention, build liquidity and keep producing runners even when the wider market is struggling. Thatโ€™s what makes STONK worth studying. Look at $ZCAT, $KNOTS and some of the top runners... there are examples of tokens that have managed to stand out in the ecosystem.. each runner gives traders another reason to look at StonkFun, and each successful launch can help put the next deployer on notice. That doesnโ€™t guarantee the next coin will perform, but it gives the ecosystem something real to build on: examples of whatโ€™s possible. 1> The trade matters more than your entry. buying a token at a higher price doesnโ€™t automatically make it a bad trade today, just as buying low doesnโ€™t guarantee a good one. What matters is the current setup, liquidity, risk and whether thereโ€™s still a valid reason to take the trade. Donโ€™t let your previous entry make the decision for you. 2> @LaunchOnSF needs more than one successful launch. runners like KNOTS and ZCAT bring visibility, but the bigger test is whether StonkFun can keep attracting deployers and traders across different market conditions. A venue that produces repeat opportunities has a stronger reason for people to return than one relying on a single viral coin. 3> The revenue drop is real, but context matters. crypto activity has cooled across the market and Stonkfun hasnโ€™t escaped the market slowdown, nobody should pretend otherwise. But when traders start taking risks again, the ecosystem already has runners like $KNOTS and $ZCAT to show whatโ€™s possible. If more deployers follow and trading activity picks up, this quiet period could look very different in hindsight. I think weโ€™re at an important point. Either StonkFun struggles to maintain its relevance, or the runners and communities already forming around it help attract another wave of deployers when conditions improve. Iโ€™m leaning toward the second outcome, but the ecosystem still has to earn it. KNOTS and ZCAT have shown that runners can emerge even in a difficult market. Now we need more launches, sustained trading and communities that stick around beyond the first move. The real test for STONK isnโ€™t whether it can produce one more runner. Itโ€™s whether it can turn those runners into a reason for the market to keep coming back and $FEELSGOOD at the end.
Hearing thingsโ€ฆ > holders up > rewards up solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS is getting interesting. One of the communities to watch in the @LaunchOnSF ecosystem. The community keeps building, it is just getting started. Hey @LaunchOnSF, @KnotsOnStonk is looking ready for an insane run ๐Ÿ‘€ Itโ€™s only a matter of time before $KNOTS makes a parabolic move.
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Hearing thingsโ€ฆ > holders up > rewards up solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS is getting interesting. One of the communities to watch in the @LaunchOnSF ecosystem. The community keeps building, it is just getting started. Hey @LaunchOnSF, @KnotsOnStonk is looking ready for an insane run ๐Ÿ‘€ Itโ€™s only a matter of time before $KNOTS makes a parabolic move.
He sold? Pump it.
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@mauricedefi @MunchMunc_21 @cryptoklotz Did I see a vision? ๐Ÿ‘€
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The stonk market has no brakes. The bag stays on.
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๐™‰๐™ค๐™ฉ ๐™š๐™ซ๐™š๐™ง๐™ฎ ๐™ง๐™–๐™ก๐™ก๐™ฎ ๐™ž๐™ฃ ๐™– ๐™™๐™ค๐™ฌ๐™ฃ๐™ฉ๐™ง๐™š๐™ฃ๐™™ ๐™™๐™š๐™จ๐™š๐™ง๐™ซ๐™š๐™จ ๐™ฎ๐™ค๐™ช๐™ง ๐™˜๐™ค๐™ฃ๐™ซ๐™ž๐™˜๐™ฉ๐™ž๐™ค๐™ฃ, ๐™—๐™ช๐™ฉ ๐™ฃ๐™ค๐™ฉ ๐™š๐™ซ๐™š๐™ง๐™ฎ ๐™ฃ๐™š๐™ฌ ๐™ง๐™–๐™ก๐™ก๐™ฎ ๐™™๐™š๐™จ๐™š๐™ง๐™ซ๐™š๐™จ ๐™ฉ๐™ค ๐™—๐™š ๐™›๐™–๐™™๐™š๐™™ ๐™š๐™ž๐™ฉ๐™๐™š๐™ง. One thing traders need to understand about StonkFun is that the opportunity isnโ€™t just finding a coin that pumps once. Itโ€™s finding a venue where new launches can attract attention, build liquidity and keep producing runners even when the wider market is struggling. Thatโ€™s what makes STONK worth studying. Look at $ZCAT, $KNOTS and some of the top runners... there are examples of tokens that have managed to stand out in the ecosystem.. each runner gives traders another reason to look at StonkFun, and each successful launch can help put the next deployer on notice. That doesnโ€™t guarantee the next coin will perform, but it gives the ecosystem something real to build on: examples of whatโ€™s possible. 1> The trade matters more than your entry. buying a token at a higher price doesnโ€™t automatically make it a bad trade today, just as buying low doesnโ€™t guarantee a good one. What matters is the current setup, liquidity, risk and whether thereโ€™s still a valid reason to take the trade. Donโ€™t let your previous entry make the decision for you. 2> @LaunchOnSF needs more than one successful launch. runners like KNOTS and ZCAT bring visibility, but the bigger test is whether StonkFun can keep attracting deployers and traders across different market conditions. A venue that produces repeat opportunities has a stronger reason for people to return than one relying on a single viral coin. 3> The revenue drop is real, but context matters. crypto activity has cooled across the market and Stonkfun hasnโ€™t escaped the market slowdown, nobody should pretend otherwise. But when traders start taking risks again, the ecosystem already has runners like $KNOTS and $ZCAT to show whatโ€™s possible. If more deployers follow and trading activity picks up, this quiet period could look very different in hindsight. I think weโ€™re at an important point. Either StonkFun struggles to maintain its relevance, or the runners and communities already forming around it help attract another wave of deployers when conditions improve. Iโ€™m leaning toward the second outcome, but the ecosystem still has to earn it. KNOTS and ZCAT have shown that runners can emerge even in a difficult market. Now we need more launches, sustained trading and communities that stick around beyond the first move. The real test for STONK isnโ€™t whether it can produce one more runner. Itโ€™s whether it can turn those runners into a reason for the market to keep coming back and $FEELSGOOD at the end.
Hearing thingsโ€ฆ > holders up > rewards up solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS is getting interesting. One of the communities to watch in the @LaunchOnSF ecosystem. The community keeps building, it is just getting started. Hey @LaunchOnSF, @KnotsOnStonk is looking ready for an insane run ๐Ÿ‘€ Itโ€™s only a matter of time before $KNOTS makes a parabolic move.
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just having fun in the ztonk market.
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Two things with knots: 1) love the raccoon mascot branding 2) feel like this goes massively higher by the time stonk hits 200m, let alone reclaims prev ath, and looks painfully obvious in hindsight Itโ€™s +EV to get large amounts of yield tokens early, but the bitter irony is everyone is checked out or asleep at the wheel when itโ€™s most attractive to do so. As always, never checking out during lulls is where asymmetric upside money is made, even if it feels like getting kicked in the balls daily
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LAYI retweeted
Hearing thingsโ€ฆ > holders up > rewards up solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS is getting interesting. One of the communities to watch in the @LaunchOnSF ecosystem. The community keeps building, it is just getting started. Hey @LaunchOnSF, @KnotsOnStonk is looking ready for an insane run ๐Ÿ‘€ Itโ€™s only a matter of time before $KNOTS makes a parabolic move.
He sold? Pump it.
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LAYI retweeted
gm to who still gm happy weekend
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gm to who still gm happy weekend
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