7 billion views on YouTube @opensea Ambassador - https://nitter.cf/t.co/e98Sy1yOac 2023 Creator of the Year (fan voted)
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Joined June 2010
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Sam Steffanina retweeted
we all learned to trade in WoW where the auction houses are global
Azeroth Economics ep 1 ft @opensea
🤝 Paid partnership
Sam Steffanina retweeted
pleased to announce I'm now an @opensea ambassador
you can see ALL trades and thesis' written on FOMO and Pump on 1 feed
it's +++EV to be watching trades on OS Mobile
save on fees w/ OpenSea.io/r/samsteffanina
Sam Steffanina retweeted
Really well said.
Just had a monster day of revenue and activity on stonk fun too.
The market made a pretty loud statement about loving yield via reflection tokens
It’s hard to go back to trading prev-gen memecoins when there’s no incentive to hold long term or ever come back to a coin once it rolls over
Sam Steffanina retweeted
10 reasons to be bullish $STONK here:
1. It's barely 2 months old, and the bull market has just started. There's still so many improvements, optimisations, and product expansions that could be added.
2. Huge die hard community that is not going away, in fact it's only growing with over 100k holders now. Many crypto OGs are supporting too, and even building infrastructure around it, e.g. The Stonk Board by Agent Chud
3. The revenue to market cap ratio makes it very cheap compared to competitors such as PumpFun. This gap is only widening with the recent price action.
4. Buyback and burns continue, even during quiet periods and corrections, meaning supply continues to shrink. In fact this is the most rapidly deflationary project we've ever seen in crypto.
5. Still producing new runners daily. e.g. Sand Kitten blasted into top 10 out of no where in the last couple days.
6. Supported by wider native Solana ecosystem, such as Jito who have been building Stonk features into their JTX product. Even teams outside of Solana have been spreading the word, as it benefits them too. e.g. Nearkat brings new NEAR fans to Solana.
7. No VC unlocks adding sell pressure, all tokens are circulating. Everyone has the same opportunity to buy at the same price. PF ICO was at $4B valuation, while its estimated the first VC round was over 1000x lower.
8. Use cases beyond memes will likely emerge. E.g. PONS became the go to launchpad for AI coins on RH chain.
9. IMO the best UX across launchpads. I find many of the launchpad's homepages are too cluttered and give you anxiety, and the workflow to launch coins on many launchpads is too complicated or expensive to graduate from the bonding curve. Go launch a coin on STONK and see how easy it is!
10. A wholesome experience - No paid KOLs shilling pump and dumps, no shilling celebrity meme coin pump and dumps, no video streaming of people doing horrible things for money. Just fun ideas and dividend bearing stonks!
Sam Steffanina retweeted
very cool to see a major platform take on solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS as a partner
coins are down past few days (across chains) and stonk is FINALLY seeing some semblance of a long overdue and healthy pullback (although ZCAT looks like it's reversing off the bottom pretty clearly here), but my thesis remains steadfast. fundamentals and partnerships are improving across the eco, and the only thing that's changed is BTC looks shaky/indecisive after impulsing higher. things need a breather.
i think a lot of stuff will re-rate higher after usual early bull liquidity issues and supply churn (not just stonk fun, but RH chain/pons/long eco as well)
in the meantime @LaunchOnSF is heads-down and constantly issuing improvements to an already great protocol, revenue and buyback and burn is creating a beachball-under-water effect, and coins in the eco deepen their ties to broader solana/onchain world.
higher.
Looking for a great place to trench and support $KNOTS at the same time? 🐋
Sign up under the "KNOTS" code and trade on Moby, and a share of your fees goes to @KnotsOnStonk.
Sam Steffanina retweeted
people forget that $STONK is literally 1.5 months old
in that time they've gone from just trying to prove product market fit, to launching 10k tokens+ on some days
imagine launching a company and going from nothing to being #1 in your category in 45 days.
the fact that there are as few problems as there are with the platform is a goddamn miracle, and extremely impressive
and to be able to overcome the incumbent advantage in funding, branding and existing userbase in such a short period of time is mind blowing
if they can do this in 45 days, imagine what they can do in 4.5 months
billions
Sam Steffanina retweeted
The answer is a lot simpler than you think
Pumpfun has had horrible sentiment from lying and decieving their users, harvesting them like cattle, and not airdropping
Social capital for pf is near zero for anyone with a pulse
Meanwhile hyperliquid trades at way more multiples when the rev is lower and the average user doesn't even trade perps
Dethrone pump fun and watch what happens next.
$STONK can and will trade at ridiculous multiples and premiums because of the social capital baked into it
Make a bunch of people rich and build a better ecosystem, the rest takes care of itself
Why do meme coin launchpads trade at such depressed valuations?
$PUMP around 4x annual revenue?
$PONS under 2x annual revenue?
$STONK similar…
Some think because of competition popping up but the stock market will tell you otherwise
Stocks regularly trade on 20x multiples or far greater with plenty of competition in their respective niche
Think the #1 reason for depressed multiples on these things is:
Mainstream finance and retail don’t believe memecoins are sustainable
Therefore the launchpads that host them are just as unsustainable
This is always their belief pre-bull market
but once full bull hits, they always shift that belief.
Every single cycle.
All it takes is some serious euphoria to get through to mainstream finance and retail on majors
Paired with a single billion dollar memecoin runner to swallow lots of attention
When we get that billion dollar memecoin runner, expect these launchpads to go vertical right alongside that coin
Billion dollar meme on Solana?
STONK and PUMP go vertical
Billion dollar meme on Robinhood Chain?
PONS goes vertical
If you believe a meme on any of these chains will hit a billion this cycle, these launchpads are the easiest trades to take.
Sam Steffanina retweeted
7+ years of media production experience in one free resource
I’ve led media for the founders of Myspace and Words With Friends and built content for 50+ organizations
From just starting out in content to running media operations with agents
link below & bio ↓
Sam Steffanina retweeted
wow.
biggest retail crypto app success story of the past half-decade @fomo, one that will be a household name in the US by mid-bull (honestly at even at a quarter of their current mind-boggling growth trajectory),
went from verifying solana:8RVBk8vxLiUHueLUW1f4izFVqN3nWippLhkohKg6EGkS to deepening the relationship just a few days later.
only missing ingredient here is time for BTC to move higher this fall. very comfortable to ride KNOTS as a winner alongsize solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR, the #1 and #2 tokens on stonk fun.
dips are for buying season.
$KNOTS x fomo
We’re excited to be building with @fomo
This gives us early access to fomo’s new team tag feature, including:
• Broadcast announcements on fomo
• Push notifications to $KNOTS holders
• Verified team badge
Alongside this, we’re moving $30K of $KNOTS from the creator wallet to our new fomo account.
Follow us on fomo: @KNOTS
Sam Steffanina retweeted
Hearing a lot of talks about "Derisking going into monday"
Usually if everyone thinks it, it's not happening
All I know is job's not finished here, and stonk just started dominating in rev and mindshare past few days
Price has yet to reflect. Expecting violently higher soon
Sam Steffanina retweeted
There are so many easy plays in this market.
$PONSCUPINE is one of them.
Everyone is claiming to be the next PONS mascot, when the real mascot was sitting there in a deleted commit on the official Pons github.
github.com/ponsdotdev/ponsfa…
This isn't really speculation, as in deleted commit within it you can find commit 9a215e2, here:
github.com/ponsdotdev/ponsfa…
On line 6, you find the CA.
0x860412A94963eF92561e79B2f91073e194670125
It was their planned mascot that they never followed through on, but remains live onchain. There is a CTO, to bring the mascot back to life.
Shared in subs at 20k.
Don't see a world this genuinely doesn't hit 500M.
The OFFICIAL mascot, deployed by PONS, all onchain being taken over by the community to bring it back to life. We're in a meta where everyone is claiming to be the next mascot. This is it.
Sam Steffanina retweeted
Phase 3 is probably the part I’ve been looking forward to building the most.
The idea is pretty simple when you look at what we already have.
Phase 1 gets inference into the hands of Cerebro holders through the trading tax. Phase 2 gives people somewhere to actually buy and sell that inference.
But a market is only interesting if something actually needs what’s being sold.
That’s where Phase 3 comes in.
The Launchpad is being built around AI agents. Think something closer to the Virtuals model, except the agents launch paired with $CEREBRO and the inference they need to operate can come from the Cerebro economy we’ve already built.
Agents are interesting here because they can burn through a lot of inference. They’re constantly making model calls, reasoning, running tasks and producing outputs. The more active an agent becomes, the more compute it needs.
So instead of launching AI agents where the token and the actual cost of running the agent have almost nothing to do with each other, I want to see if we can connect those two things.
That’s really the whole reason we built this in phases.
Phase 1 gave us distribution.
Phase 2 gave us a market.
Phase 3 gives that market something that actually needs the inference.
If we can get that loop working properly, then we finally have the inference economy I had in mind when we started building Cerebro.
That’s the part I’m excited about.
Let's keep going.🧠
Sam Steffanina retweeted
Great breakdown below by Sam talking about the leveraged pair that most people don’t know about or understand…YET
I have been sizing into solana:8VsFryV6n8tNfU49L1GmaDp9LU1ubz6DbgjqKBMF3G3G which is paired with tokenized 3x leveraged bitcoin that is not able to be liquidated.
I am a big Bitcoin bull and getting 3x leveraged bitcoin dropped to my wallet every day is incredible at this stage in the market
Memetics incredible also:
-Leverhedge… because it’s a hedge for your leverage and you can’t be liquidated
-Say it fast and it sounds like leverage.
On top of that you earn points for @hylo_so airdrop coming up.
Another gem and future top BTC paired token in the $Stonk ecosystem
there’s a few tokens that every time i open fomo i think to myself
“please tell me it hasn’t pumped yet” despite owning plenty of it.
obviously $KNOTS, $RAYCAT, but now solana:AGi2s9zPRPHs3zEDPhPTroumTEXK5ufymYSfEFndCSSW and solana:8VsFryV6n8tNfU49L1GmaDp9LU1ubz6DbgjqKBMF3G3G
my thesis:
- reflection coins (getting dripped tokens from holding) are obviously meta rn (zcat, raycat, knots)
- it kinda feels bad holding a small amount of zcat tokens and seeing others get $5k a day in zcash when you get $3
so where will the normies go?
tokens with levered reflections
- 3x sol
- 3x btc
- 3x zcash
- 3x hype
now you get to be a degen both on the memecoin AND the major you’re getting for holding
the best part? you can’t get liquidated
this might not be running yet - but the catalyst wasn’t ZCAT or KNOTS
the catalyst will be SOL going from $100 > $200
when this happens you will see a flood of levercat holders (and therefore 3x sol holders) showing massive PNLs on the reflection tokens they’re holding
and then the rotations will be vicious.
if that isn’t ridiculously bullish enough, i’m also hearing @hylo_so is going to airdrop people holding these leveraged coins at some point. idk - DYOR etc. but i’d hold it even without
that cherry on top.
to be clear… i still believe in the non levered versions too - i hold plenty of those, but these are underpriced in my opinion.
$LEVERCAT
solana:8VsFryV6n8tNfU49L1GmaDp9LU1ubz6DbgjqKBMF3G3G
if you want to keep selling them, i’ll keep lowering my cost basis.
thanks for playing.
Sam Steffanina retweeted
Yup
All this happened for stonk while btc withers and tries to find a bottom.
BTC has been ranging for several weeks, and liquidity is now drying up. A lot of RH chain coins are down horrendously, and recently stonk fun eco coins are seeing their first big corrections.
Seeing a lot of fanciful and conspiratorial narratives in group chats, but it’s critical to remember: narrative follows price, and most of these narratives ignore the obvious, boring one: BTC is stalled, and then down, and the wealth effect from its recent sort of pre-bull peekaboo pump is already distributed, and now contracting a bit.
As always, for people looking for asymmetric upside, the market has shown what’s hot the past few weeks. Two big winners are RH chain and Stonk fun eco. the things to do is identify your highest conviction holdings in one or both areas, and either hold, or add on dips. There are a lot of VERY oversold coins right now.
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