Big

is this you?? if i remember, you were also fudding me hard for my PONS trade at the $15m lows but it's crazy how you went silent all of a sudden when it aggressively outperformed everything on Robinhood chain, including your bags that it flipped several Xs over) now you're once again back to the lame 'don't take bonk guy calls seriously' rhetoric

better trade is buying tokens you hold and nothing else but that... otherwise i'm an evil villain? ok, i'm learning every day

tbh launches like these make the solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk thesis stronger USELESS probably makes a new ATH soon after all of this drama screenshot this!

i'll admit: i haven't been very optimistic about Solana recently, and i've been quite vocal about it in fact, i have a thesis written on why i think RH & BNB Chain outperform while Solana loses significant mindshare/marketshare this cycle i wrote the draft last week and have just been too busy to edit it i think it's probably the longest thing i've ever written for X 😅 but my bias is starting to change i'm beginning to lean bullish on Solana and the Solana ecosystem again at least much more bullish than i've been over the past few months and there are a few reasons why: 1. Solana is starting to embrace the trenches again i have zero exposure to $STONK or its ecosystem i actually faded it because i assumed Pumpfun would launch a similar feature and kill it early but i've noticed Solana leaning VERY heavily into pushing STONK and its ecosystem over the past week so much so that both STONK and another token launched on it have hit $100m+ market caps within the past week IMO, this is a clear sign of a cultural shift within Solana it looks like they're becoming much more willing to encourage and incentivize projects that can actually help their ecosystem grow this is BY FAR the recent development i'm most bullish on not because of the token itself but because of what it potentially represents: a cultural change coming from the top down 2. Solana leadership is paying attention now they actually reached out to me and wanted to chat about how they can better align with the trenches i had a very constructive chat with @vibhu today 🫡 i think this is a pretty big deal nobody could force them to reach out if they didn't want to but they clearly recognized that something wasn't working and wanted to understand how they could improve it that makes me significantly more bullish on their leadership huge props to @mst1287 for facilitating this btw 🫡 3. Solana is taking a much more active stance towards supporting its ecosystem i think a lot of blockchains are starting to learn from Robinhood and @vladtenev 😅 the StonkFun example i mentioned above is one example another is Solana's official page acknowledging solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk just hours after i tweeted that it had received zero acknowledgement from them and it wasn't just the official page @toly himself acknowledged it those who know me know i have a very soft spot for solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk but i'm bullish on this move from Solana leadership for reasons that go far beyond my bags it's about the message it sends solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is by far the best-performing new token to have launched on Solana since it went live it deserves the acknowledgement! Solana is obviously a decentralized blockchain it doesn't need, and shouldn't try, to kingmake projects but if projects and communities feel like they have a genuine & equal opportunity to receive recognition when they do well, more builders and trenchers are going to rally behind the chain and that is VERY bullish for Solana as i've consistently said throughout all of my criticisms of Solana: my issue was NEVER the infrastructure or the technology Solana has some of the best infrastructure in crypto and one of the strongest network effects we've seen in this space they've also provably scaled and battle-tested an absolutely insane amount of traffic in an incredibly short period of time i mean, nothing beats the traffic from U.S. president launching a coin on your chain 😅 my issue has always been the culture specifically, how extractors seemed to have a chokehold on the Solana trenches to the detriment of users but Solana leadership now seems to be responding to that criticism by getting into the trenches themselves and actively working to fix things one by one and THAT is what is changing my mind as for the thesis i wrote last week that was extremely bearish on Solana relative to RH & BNB Chain: i've chosen to send it to Solana first before publishing it publicly for a few reasons: - i'm seeing changes that make me more optimistic than i was when i wrote it - this makes me feel that there might be things being worked on that i'm unaware of, and i'd hate to be biased against them without having this context - i might have some ideas that could help Solana maintain its edge, and since they reached out to me, i figured i should share them first - if i do publish the thesis, i want to make sure i accurately represent the Solana side because ultimately, my goal is to help my followers make the most money possible by identifying and positioning around the right trends getting this wrong could cost both my followers and me so yes, i still reserve the right to publish the thesis and i probably will eventually but if i do, it will be a much more balanced piece than the one i originally wrote my Solana bias is changing and i will keep you guys updated on my unbiased thoughts in due time!

i'm down ~$9 MILLION from my peak fomo portfolio in less than a week last week peak: $28.5M+ today: as low as $19M this is the side of trading nobody wants to talk about everyone loves sharing your PNL when you're going from almost nothing to $28M+ in a few months nobody wants to share what happens when your portfolio is down $9M in a matter of days but this is exactly the type of volatility it takes to make generational wealth as a trader if you want the upside, you have to be willing to survive the drawdowns i'm completely unfazed i have extremely high conviction this portfolio will make new ATHs then $50M then much, much higher if GOD wills it i'm sharing this because i want you to see the full picture, not just the screenshots that make trading look easy the wins are real the drawdowns are real the volatility is REAL and i'm still here you can watch the entire thing unfold in real time on fomo: fomo.family/r/unipcs i'm also giving away $350K to active FOMO refs you might just end up being one of them

bro this is the kind of stuff ppl post at the bottom i get how annoying it can being seeing Base take the trenches for granted for so long but they've been making the right moves since $BASECAT idk what @Cobie told them, but things look much better than they used to be also, zoom out a bit and take sentiments out of the picture this ISN'T the kind of chart you sell it is the chart you buy i can almost guarantee that BASECAT is going to go parabolic soon your sell is going to end up being a mistake in hindsight but you can still fix it with love, -Unipcs

'the great question is why solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk?' simple answer: all memecoins are USELESS and last time i checked there is a $30.6 BILLION industry of them so you might as well buy THE one solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk coin! longer answer: (do note that this part is about to get REALLY long, but i'm in that mood and feel that some education is necessary so people really know what's in front of them) many have always assumed that memecoin trading is pure luck but that couldn't be farther from the truth and there's no better person to take this from than someone who consistently took low 4/5/6-figure trades to $1m - $20m+ publicly on solana:DezXAZ8z7PnrnRJjz3wXBoRgixCa6xjnB7YaB1pPB263, $WIF, solana:9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump, solana:7GCihgDB8fe6KNjn2MYtkzZcRjQy3t9GHdC8uHYmW2hr, etc. last cycle, in real time, while everyone told him he would fail and every cycle, i make a handful of high-conviction, concentrated bets on the memecoins i believe can massively outperform i don't pick them randomly i look for specific things here's why solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk checks so many of those boxes: 1. narrative dogs, frogs, cats, robots, politicians, celebrities... crypto has turned literally everything into a memecoin but guess what? they're all USELESS that's what makes solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk so interesting it's essentially the final boss of the entire memecoin meta 2. historical performance you might think the 'USELESS' narrative is too bland or boring that's fine but here's the thing: some of the biggest memecoins ever had incredibly simple narratives 'S H I B' what even is a shib? a Shiba Inu and that somehow reached a $44B market cap so instead of arguing about whether USELESS sounds exciting, look at what the market has actually done with it after solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN launched, almost no new memecoin was able to break $400m outside of solana:FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P and YZY (one is the First Lady's coin and the second Kanye West's, so no surprises there!) solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk did! it went from roughly $4m to $450m ATH despite launching into some of the worst market conditions of the cycle and here's the crazy part: almost two years later, no other organic new memecoin has replicated that feat NOT A SINGLE ONE! USELESS has also consistently acted as one of the highest-beta memecoin plays against bitcoin:native while maintaining strong relative OI and volume throughout the bear that's not what you normally see from a small-cap memecoin 3. community the solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk community is borderline cult-like these people know exactly what they're holding they'll literally tell you: 'yeah, we're holding a USELESS coin so what? it's still going to billions' lmao that's exactly the kind of community you want behind a memecoin 4. distribution on-chain activity alone doesn't take a memecoin mainstream distribution does and solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk has spent the past year building exactly that - Coinbase (biggest US CEX with 120 million users) - Kraken - Bitvavo - Binance perps - Bybit perps - OKX perps it has the infrastructure and exchange distribution necessary for retail liquidity to find it when the real mania arrives and here's another interesting datapoint: solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is the second most traded memecoin on both Coinbase and Kraken yesterday and today, behind only Dogecoin (a feat it has pulled off a lot of times since it launched over a year ago) that's the kind of positioning you want before retail really wakes up 5. mindshare this might be the most underrated one solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk triggers people crypto purists hate it because it makes crypto look 'useless' crypto haters use it as an example of everything they think is wrong with crypto memecoin purists and CT traders dismiss it because they think it's too boring but there's one thing none of them can seem to stop doing: talking about it and that's the point memecoins are essentially tokenized attention DOGE had attention SHIB had attention PEPE had attention USELESS has attention you don't need everyone to like your memecoin you need them to notice it 6. whale + smart money inflows USELESS has consistently ranked near the top of Solana memecoins for whale and smart-money inflows even during weak periods, it regularly shows up near the top and the latest move wasn't random either whales were aggressively accumulating USELESS before the move i highlighted that publicly on X while it was happening then the move came 7. decoupling this is one of the biggest characteristics i've seen in the best-performing memecoins of a cycle at some point, they stop caring what the rest of the market is doing USELESS has repeatedly shown this it was up ~50% yesterday while practically everything else on Solana was deep red it's been outperforming while bitcoin:native and the broader market look ugly and this isn't new USELESS went from roughly $4m to $400m during the Iran-Israel conflict while the rest of crypto was getting obliterated then it went on to make a new ATH after 10/10, one of the biggest black swan events of the cycle that's important because it shows USELESS can attract its own flows and when those flows arrive, it can outperform aggressively regardless of what the broader market is doing i could keep going but this is probably the longest post i've ever written about solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk so i'll stop here the point isn't that solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is guaranteed to go up nothing in memecoins is guaranteed the point is that when you strip away the noise and actually examine the data, you start seeing something very interesting: narrative historical validation cult community distribution mindshare whale accumulation independent flows solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk checks a ridiculous number of boxes and the funny thing is... most people will probably only become convinced after the market has already repriced it that's how these things usually work welcome to my TED talk