XQX retweeted
Tim 送 100 台 iPhone 涨粉 27 万，我心态崩了。
徐跑跑抽 10 台 iPhone Duo，我彻底崩了。
那薄肌教父也发个福利🎁 本次抽 15 台 iPhone Duo 2TB
人人都有机会，不看粉丝多少，不需要有蓝标。
参与方式：
关注我，一键三连本帖
并在评论区回复💬
24h 以后我让 @grok 抽奖🎟️ 保证公平公正公开。
不要等别人抽到了，才后悔没参加。
抽 15 个薄肌小子送给我，人人都有机会🙂🙂
XQX retweeted
Yoki开播啦！大家可以跟yoki酱互动一下，今天优化了一些东西，希望大家可以看看还有哪里不足，提点意见
binance.com/zh-CN/square/aud…
XQX retweeted
You just can’t convince me these other memes with unremarkable slop art and flimsy narratives are anywhere near as good as an aesthetic cat that puts you in good mood and drops you gold
There’s no market conditions where cets isn’t good, it just has it
Sooner or later it flies.
XQX retweeted
我是一个Alpha Hunter，平时挂了很多监控，监控新链、新协议的启动，op L2 giwa链chain id之前在GitHub pr过，这条链也是大家一直在监控的一条热门的链。
今天凌晨有一个dev部署了一个同chain id的giwa，链上进来了大概2m资金，dyorswap同步接入并且在他们的tg群宣发平台启动。因为我之前玩arc、robinhood、blast、unichain、wld chain、plasma等等这些新链，都是差不多的进入路径，所以在验证了chain id没问题之后就想跨链进来拿一些早期进入机会。
之后，很多人都监控到了dyorswap加了新链，所以都在找进入新链的方法，同期就有很多地址在进入了，有朋友在微信群问我，我就把dyorswap发在tg群的新链信息发到了微信群。
我一直想在Web3闯出一番事业，所以在很多事情上操之过急，有的时候这能让我获得先发优势，有些时候这会让我摔个跟头。我这个推特是去年开始运营的，当时我的想法就是想成为链上alpha猎手，一边自己赚钱，一边力所能及的带朋友赚钱。
上上次robinhood链，我在很早发现了偷渡的方法，偷渡进去埋伏了几个币，并且带朋友埋伏了几个币，取得了一些早期收益。
上次arc链，我第一个扒到了gateway的跨链方法，所以早期发出来，很多人因为我的推文获得了早期进入机会。
我以为这种路径能复制下去，结果栽了跟头。
因为我技术的匮乏，没有预料到GIWA主网在GitHub已经提交了chain id pr的情况下，还能有个人开发者larp一条假链的情况存在，但之前的成功经历，让我路径依赖。出于想要获得推特流量的想法、出于渴望获得别人的认可，我在推特转发了这条假链的启动信息。
随后就是大家知道的情况。
实在对不起所有人，事情发生后我就陷入了深深的自责之中，我接受所有朋友对我的批评与谩骂，也看到了有朋友截图我在我的tg群里的话，虽然那些话是复制群友玩梗的话，但毕竟出自我口，我从来没有预料到我从当初籍籍无名到现在有一定的影响力，更应该谨言慎行这一点。
对不起大家。
另外，我尽我所能对诈骗链、诈骗桥的信息进行了一定的溯源，最初的资金来源指向币安 @binance 和GATE @Gate 的两笔提币，以及 @Changehero_io 的一笔跨链交易。希望这些信息能够帮到大家一些。信息我会整理到下一条线程，再次跟所有人诚挚的说一声抱歉，对不起！
XQX retweeted
做了一个 genius.fun 的金库展示面板，可以查看genius金库收集了多少 BNCB、持仓估值，以及折算后占 BNC 正股总股本的比例。
同时可以查看股东持仓排行，有一种集体冲榜的感觉。
截至目前，genius金库的BNC总持仓为 138,243.91 BNCB，占总股本0.336%，已经成功跻身持股排行的TOP15。
希望伟大的BNC飞轮、伟大的Stock MEME创新、伟大的MEME收购上市公司叙事，都能发生在BSC上。
面板（与Genius/BNBChain官方无关，仅做数据展示，欢迎转发扩散）：
geniuspad.fun/
XQX retweeted
A few people have been asking me for an update on $GSTOCK, so I went back to check how the original thesis has developed over the past few days
When I first wrote about GSTOCK, it was still the first major runner on genius.fun, trading around the $10–14M range. My thesis was pretty simple: I wasn’t betting on it as a fundamental play. I wanted to see whether GSTOCK could maintain its position as the face token of genius.fun after the first wave
So far, that part of the thesis has played out pretty well
GSTOCK pushed as high as around $24–28M, holders grew from roughly 4K to 7K+, and more importantly, even after a few days and thousands of new tokens launching on genius.fun, I still haven’t seen another token truly challenge its position as the leader
That matters more to me than a single pump candle.
Every new launchpad gets a first runner, but most of them disappear quickly once liquidity rotates into the next thing. GSTOCK is still holding attention, so for now, the leader premium still has a reason to exist
Another important update is that Aster listed GSTOCK perpetuals with up to 5x leverage, and the Genius co-founder also highlighted that it became the first genius.fun token listed on Aster perps
KOL attention is still pretty strong as well. Jasmy has mentioned GSTOCK multiple times this week, while the Genius side continues to give it exposure
But I still want to separate one narrative very clearly :
CZ is not backing GSTOCK
CZ has ties to Genius, but CZ => Genius ≠ CZ => GSTOCK. Even when the meme takeover narrative was discussed, CZ distanced himself from the idea
So I still view the CZ/YZi connection as an ecosystem halo that helps attention, not something that suddenly makes GSTOCK a “CZ coin”
What I’m more interested in is the BNCB foundation
From the latest snapshot I checked, the foundation had accumulated more than 27K BNCB, worth roughly $150K
That’s a positive update because it shows the volume/fees => foundation accumulation mechanism is actually working rather than just existing on paper
But $150K is still very small compared with the bigger narrative of :
accumulate stock => shareholder rights => board seat => takeover
GSTOCK holders still cannot redeem the BNCB held by the foundation, there is no specific target company yet, no board seat, no actual takeover, and no concrete proposal around any of that
So I’m not pricing that part as fundamentals yet
In simple terms :
Chapter 1 of GSTOCK is playing out better than I expected, but Chapter 2 hasn’t started yet
What has been upgraded over the past few days is mainly leader status + attention + market access, not product or ownership
The next date I’m watching is September 25, when the foundation is expected to potentially buy $10K worth of the highest-MC token. If GSTOCK is still #1 on genius.fun by then, it could become another small catalyst and further reinforce the leader thesis
Beyond that, I’m still watching the same things I mentioned in my first post: Is volume still concentrated in GSTOCK? Are Genius/KOLs still talking about it? Is the BNCB foundation continuing to grow? And is another runner starting to steal its attention?
Aster 5x perps make it easier for more speculative liquidity to enter, but that also works both ways. Faster expansion can also mean much faster corrections
So for now, my thesis remains pretty simple :
GSTOCK = genius.fun leader + BNCB pair + stock narrative + ecosystem halo + attention
GSTOCK has already proven that it’s more than just a day-one runner
The question I’m watching now is no longer :
“Can it survive the first wave?”
It’s :
Can GSTOCK turn its current leader status and attention into a real story of its own before liquidity finds a new leader?
That’s what I’ll be watching next
0xcAFdBCE93477261Db8250e42BdAe6E66733F9E20
Continuing the recap of some of the hottest tokens today, the next one I want to talk about is $GSTOCK
Quite a few of you have been asking me to break this one down, so here we go
1. What exactly is $GSTOCK?
First, let’s get one thing clear:
GSTOCK is not an official Genius Terminal token, and it’s also not a 1:1 tokenized stock where buying GSTOCK means you directly own real-world shares
It’s a token launched on genius.fun, the new launchpad on BNB Chain
But genius.fun isn’t simply another Pump.fun copy
The narrative they’re building is pretty interesting :
memecoins + tokenized stocks + community capital
Communities can create tokens and pair them with tokenized equities. Beyond that, the platform has a foundation structure that can accumulate assets, with the bigger vision eventually moving toward shareholder rights, board representation, and even some form of on-chain takeover of real-world companies
Sounds a little crazy, but at least it gives the market a fresh narrative to speculate on
And right now, GSTOCK is one of the tokens capturing the most attention from this first wave
2. One important detail: GSTOCK is paired with BNCB
This is something I think a lot of people are overlooking
GSTOCK isn’t simply paired with WBNB. It’s paired with BNCB
BNCB sits within the tokenized-stock meta and is tied to the CEA Industries / BNB treasury narrative
So GSTOCK is basically getting exposure to several layers at once :
genius.fun + first runner + stock meme + BNB treasury narrative
This is also why I think GSTOCK fits pretty well with the story genius.fun is trying to build
Genius is pushing the idea of memes combined with tokenized equities, while GSTOCK was paired from the beginning with an asset carrying a stock/BNB treasury narrative
In simple terms, the market may not only be betting :
“This is the first token running hard on genius.fun”
It may also be betting :
“This is one of the first tokens that actually fits the stock-meme meta the platform is trying to build”
3. So why did $GSTOCK run so hard?
I don’t think it’s because GSTOCK itself suddenly released a major product or announcement
What the market is pricing right now is mostly :
new launchpad + first runner + BNCB pair + stock meta + CZ/YZi halo + day-one FOMO
GSTOCK became the first token on genius.fun to break roughly $10M MC, and Genius also mentioned that milestone
Then the usual feedback loop started :
Price runs => attention grows => volume comes in => more people see it as the leader => even more attention follows
With new launchpads, this kind of reflexivity can sometimes matter more than fundamentals during the first few days
The market doesn’t need to know which token is the best yet
It usually finds the strongest one first
4. What about CZ/YZi?
I want to separate this clearly because it’s very easy to overshill this part
CZ does not back GSTOCK
The actual connection is with Genius Terminal. YZi Labs invested in Genius, and CZ is an advisor
So when genius.fun launches, it makes sense that the whole ecosystem benefits from the CZ/YZi halo
But :
CZ => Genius ≠ CZ => GSTOCK
GSTOCK is benefiting from the ecosystem it launched on. That doesn’t mean CZ directly invested in or endorsed this token
It’s still a positive for the narrative, but I wouldn’t call GSTOCK a “CZ coin”
5. What I want to track next: the foundation
Genius.fun has a 2% trading fee, but don’t misunderstand that as the entire 2% being used to buy stocks
The fee is split across different components such as the creator, platform, buyback/burn, and foundation accumulation
The foundation part is what interests me more
If volume stays high and the foundation starts accumulating meaningful tokenized equities/assets, then we suddenly have something else to research besides the chart :
What does the foundation hold? How much is the treasury worth? How quickly is it growing?
That’s the part that could eventually make genius.fun more interesting than a normal meme launchpad
For GSTOCK specifically though, I still see this as potential, not proven fundamentals yet
6. There’s also an important disclaimer
Genius itself has made it clear that GSTOCK is not an affiliated/official token of Genius
More importantly, GSTOCK holders cannot simply redeem their tokens for the shares held by the foundation
In simple terms :
Foundation holds stocks ≠ GSTOCK holders directly own those stocks
The same applies to the bigger story of:
community => accumulate stocks => shareholder rights => board seat => takeover
That’s currently the broader genius.fun narrative
GSTOCK hasn’t announced a specific target company or an actual takeover campaign yet
So I’m not going to turn a possibility into a fact just to make the thesis sound more bullish
7. The thesis I’m looking at here
The truth is, GSTOCK currently doesn’t have that many standalone fundamentals to research
So I’m not betting on this because I think the GSTOCK team is building some massive product
The question I’m betting on is much simpler :
Can GSTOCK maintain its position as a first runner / face token of genius.fun?
If genius.fun continues attracting volume and GSTOCK remains one of the first names the market thinks of when talking about the platform, I think the market can continue paying a premium for the leader
Especially with the BNCB pair and the stock-meme narrative fitting the platform pretty well
But new launchpads never run out of new tokens
GSTOCK can be the leader today, and tomorrow another runner can show up and suck away all the liquidity
So I’m not only watching price
Is the volume still on GSTOCK? Is CT still talking about it? Is the Genius community still mentioning it? Is another token starting to steal the attention?
For me :
Losing leader status can sometimes be more dangerous than losing a support level on the chart
8. The next catalyst I want to see
This is what could actually upgrade the thesis
If GSTOCK eventually picks a specific company/stock, the foundation starts accumulating meaningful assets, the treasury grows with volume, and the community gets a real target to follow, then the story changes
At that point GSTOCK is no longer just :
“the first token that ran hard on genius.fun”
It starts developing its own thesis
That would be chapter two for me
Until that happens, I’m not going to make up a story that isn’t there
9. Chart and my strategy
GSTOCK already ran from below $1M to around $17M, so after that kind of expansion I’m not interested in chasing
Right now I’m watching the $10–11M area
If it holds here, volume stays healthy and GSTOCK keeps the attention, I’d view it as a normal correction
If $10M is lost, the next area I’d watch is around $7–8M. That’s where I’d want to see whether the market actually wants to defend GSTOCK as the leader
If it loses $5–6M as well, especially with dying volume and liquidity rotating into other tokens, then the momentum thesis becomes much weaker for me
If I want exposure, I’d rather split my position into 2–3 entries instead of trying to catch the exact bottom
And if I get a good entry and the market gives me a 2x, I still prefer to take my initial capital out first and let the rest ride with the narrative
Most importantly :
Don’t buy a dip just because the price has dropped a lot. With GSTOCK, attention and leader status matter just as much as support levels on the chart
10. Conclusion
Personally, I think GSTOCK is one of the more interesting tokens from the first genius.fun wave, but you need to understand what you’re actually betting on
The thesis right now is mainly :
genius.fun first runner + BNCB pair + stock-meme/BNB treasury meta + CZ/YZi halo + attention
What I want to see next is GSTOCK turning that attention into something of its own :
real foundation accumulation, a treasury with meaningful value, a specific target company, or simply maintaining its leader status as the next wave of tokens starts launching
If those things happen, the thesis can be upgraded
For now, I still see this as an attention bet on one of the first runners of a new launchpad, just with a more interesting narrative behind it than your average meme launchpad token
If the momentum is there, I’ll play the momentum
But if both the attention and leader status disappear, I have no reason to marry this one
0xcAFdBCE93477261Db8250e42BdAe6E66733F9E20
XQX retweeted
黑猫白猫，能抓老鼠就是好猫。
越来越佩服 @GeniusFDN 团队和 @ryanmyher 。如果说 $GStock 是这轮的董事会叙事车头meme，那么在genius平台上添加对 $GStock 底池的支持就是锦上添花的事情。
20-30m市值其实是一个尴尬期，一方面很多人对BSC的预期可能就停留在这个位置，另一方面很多朋友的打法就是内盘打法、10k市值打法，面对一个30m的meme可能觉得盈亏比比较低不愿意上。
所以Genius提供了一个交易新范式，踏空龙头，可以在龙头底池的币上继续参与，保证不踏空伟大的冲击BNC董事会叙事的同时，获得degen交易的刺激感与满足感。同时又显著增加了GStock的交易量，也变相锁仓了一部分代币
同时这也是对 $GStock 龙头位置的官方承认，之前很多人忌惮genius官方会不会拉一个新的龙头出来，目前看来是不会了，支持社区，格局很大。
上次发推总有人觉得Shawn喊gstock是广告，但我在15m追高gstock被套到腰斩时又有谁知我的苦楚，如今苦尽甘来了。
这个GStonk是GStock底池的龙头，并没有所谓og，这个就是同名ticker里第一个创建的。
0xc1e1ffea92c932eb0ff6c74fae43db477abc9165
XQX retweeted
找到了 @minarafun 这个平台在ARC主网发射的第一枚代币。
0xf4caa36a0b64d60dd1a909d502fae9b30dfca58b
minara是一个老牌的项目了，据说有circle投资背景？
以下是证据链：
在minara前端扒到的js文件里可以找到主网合约注册表：
fb3b21376068a608a5bfb89b.min…
合约注册表中，可以找到主网liquid launcher的合约地址（图1）
0xFf99D8f6C994607576eB652EDCf12E04a7EbfBf6
按时间排序，第一个币就是 $Actor (图2）
风险点在于，minara会不会换合约。不换合约的情况下我觉得前端大概率是会显示这个币的。
arc感觉有点大乱斗，注意风险。
XQX retweeted
You won't be suprised if cets-on-gold:native gets alpha listing, but you will be upset if you faded it knowing everything you know
What was the last meme to hit $30m on bnb with no catalysts? What was the last meme on bnb to survive for two months with no catalysts? On a chain that is predominantly driven by listings and other external factors, a golden community has managed to survive with none of it
In a period where Yi He is begging for artistic memes on her chain, she has THE ONLY high quality hand drawn art meme with a community on any chain
Highest holder count out of any bnb meme not listed on alpha, and market cap has been sitting at roughly parity with Flork, which has been listed
Paying out gold, an asset that everyone knows is eternally going higher and wants exposure to but can never bring themselves to allocate to it
The type of trade you will miss and know that you shouldn't have missed it
XQX retweeted
still believe CETS can win. To me, this pullback is a natural adjustment after the initial wave of excitement.
My conviction goes beyond price. CETS is more than a token to me. It represents a culture and a community that gives people something to stand behind. Even after this decline, so many of us are still here, choosing to hold and keep building. That means something.
And we can do more than wait for the chart to recover. We can keep spreading awareness, grow our community, and turn our symbol into something people recognize and connect with. There’s so much we could build around that identity. Today’s market cap doesn’t define how far this can go.
Looking at the chart, the drop from a $20M market cap to $10M was significant. But I still see resilience in the price action, even if it will take time to see how things develop.
I’m staying because I believe in the people who are still here and in what we can create together. As long as we keep turning that belief into action, I believe CETS has much more ahead of it.
cets-on-gold:native
XQX retweeted
Dear @eth_cedric, @webhogwatrs, @irene_cc06, and the entire @flapdotsh team,
Thank you for building the platform that made $CETS possible.
I am writing as someone from the @cetsongold community - we launched on Flap, we grew on Flap, and we still show up here every day.
There truly isn’t another community on Flap more deserving of your full support.
We have broken records on the platform and reached market caps / holder counts never seen from coins that didn’t already have the backing like $牛来 and $MARSCOIN - both of which were listed on Binance Alpha and Binance Futures, with $MARSCOIN now on Binance Spot.
We believe in what you are building and
are not asking for special treatment.
We are asking you to look at a community that has already done the hardwork - the art, the raids, the daily presence - and give $CETS the same level of attention and support that helped $牛来 and $MARSCOIN reach the next stage.
If $cets grows, @flapdotsh grows with it. And vice versa.
That is the point.
A real community of builders, artists, and people who show up every day can launch here, stay here, and prove that Flap is not just another launchpad - it is a place where long lasting communities are built.
Support $CETS and you are not just backing one coin. You are showing every builder watching that @flapdotsh rewards hardwork, culture, and consistency.
Let $CETS be the proof.
We are here. We are building. We are ready.
Artists are drawing every day.
Editors are cutting content.
The community is raiding, posting, and showing up without being asked.
The same group of people returns, day after day, week after week.
That consistency is rare.
We have built a real social presence on BSC around original art and culture, not just a chart or viral moment in time
And there’s nearly 10,000 holders to prove it.
I hope to see you guys fund the lucky golden cat next 🐱
Hold for gold 🦋
$1M Flap Fund 🦋
We’re putting $1M behind the communities building on Flap.
The Flap Fund will be used to buy and burn selected leading community tokens launched on Flap.sh.
Designed to recognize strong, organic communities and support the broader Flap ecosystem.
We buy. We build. We stand with the communities and holders who keep building.
The first $50,000 has been deployed:
✅ $25,000 purchase of $Marscoin
bscscan.com/tx/0xda70df20f4f…
✅ $25,000 purchase of $牛来
bscscan.com/tx/0xb57cc4970c1…
Built by the community, for the community. Flap.sh 🦋
XQX retweeted
兄弟，现在还来得及，看看 $CETS。
它是在 @flapdotsh 上发行的，持有就能获得黄金奖励（#BNB 链上的 XAUt）。
社区每天都在壮大，而且他们创作的艺术作品是我在 Meme 币里见过最棒的。
XQX retweeted
$CETS is indeed an interesting and obvious BNB play.
XQX retweeted
I'm sure some of you saw $cets going back up recently and got nervous or anxious you missed it, and then someone clipped out $33k and it's right back to where it started. Cursed coin, you mutter to yourself, not realising that the holder count is going up and this is the exact distribution you need
You want a thesis? here's a thesis
$cets launched at the picobottom of the bear right as onchain is starting to warmup, allowing it to go through foundational distribution before mania really kicks off
For months prior, Yi He, the cofounder of binance has tweeted about how she is becoming increasingly frustrated with the lack of real memes on the chain and how she wants more aesthetic memes to come to binance. She is even hiring someone who is bilingual and understands meme culture to fix this very issue. If you can get the memes, you get the people, and you get the money.
Go scroll the twitter, look at the content being pushed out. If a meme like cets runs, with a passionate community, soulful art, unique IP, it raises the quality of every single other meme on the chain. It shows other people that quality matters and is worth striving for. It shows people that you don't need an alpha listing or a CZ interact for your bags to run. Cets is the flame to ignite a bonfire on bnb chain, it is the exact coin Yi He needs
There hasn't been any of the traditional bnb catalysts yet, and I'd imagine that when they come, and this coin is legitimised in front of the eastern community? I truly have no idea where it will end up. cets plushies will be the new labubus or something
You also have the RWA angle, with Robinhood and bnb fighting for pieces of the pie. this will likely be a major narrative throughout the bull, and Vlad at Robinhood has already commented how he likes these coins. CZ isn't one to just rollover and let someone take his money, I expect there will be support for these products moving forward. It doesn't matter which one he supports, they will all benefit.
There has not been a coin of this quality for a very, very long time. This coin will go worldwide, whether you join or not. When you see it in the highest echelons in six months and remember that you read this at a mere $18m, you will wonder where it all went wrong. The beginning of the bull is not the time to chop yourself on new pairs, believe in something. Believe in a better future for bnb
