ash2023

Crypto neobanks are the best
Now I can increase my USDC reserves from my onchain shitcoin profits, sent it to the crypto debit card and buy stuff IRL
Using magic internet money to buy physical items = means the items are free right?
#BoyMath

Wow down bad can’t use @Muse and @XMoney in Asia!

Psuedo native token larping as a meme for the breakout app of this cycle with revenue buybacks
Uni v4 infra for tokenised stocks
Token with the most long-term holders + deepest liq pool + resilient (30%+ dips that got bought back up)
Becoming the quote asset for other pairs with fee sink

Tale as old as time
• More and more AI slop projects launching tokens with vibe coded websites
• Laptop skem token (from PVE to PVP to extraction szn)
• Projects launching and vamping attention/liquidity from incumbents (Ember <> Stonk on Solana)
• Another launchpad on ETH, this time forking Pons kek
• Memestocks also getting stale, people trying to force memes on any stocks
• Past cycle extractors coming back on-chain and eating off bundled launches, iykyk
• People who have supposedly "made it" shilling sub $10m marketcap coins lmeow
• CT's favourite poster boy apeing bundled tokens (until

Seeing many accounts getting chopped on Fomo, round tripping 6-7fig profits
Save your bullets and wait for novel ideas and ignore the long tail shit - the reason why ICOs, DeFi Summer, NFTs, AI Agent season and now memestocks experience a parabolic rise is because no one knows where the ceilings are
You’re playing solved games if you keep piling into “the next GOAT 2.0” or “the Hyperliquid of XXX” or “another memecoin tied to a viral event”

nice, a legitimate project and non AI vibe coded slop

Bull markets don’t end when every group chat turns bearish

fc DRAM
semis primed for a bounce
🐮

Seeing so many projects with AI slop and vibe coded websites this cycle
Extractive season begins, ape carefully!

Imagine how many more out there that faced the same situation, those were crazy times

why are you doomscrolling tiktok/instagram in a bull market
when you could scroll CT/Fomo/TG and make millions of dollars instead

Before things (hopefully) go parabolic, some good reminders as we trudge forward in this market
• Observing some OGs back and apeing new ponzis, attention and volume is definitely picking back up but somehow still feels like ceilings of coins will be lower ($100m mc coins already make people go euphoric)
• uPnL is unrealised until its sold for USD and off-ramped out to fiat or back to BTC. The music will stop at some point as we have seen in past cycles
• We are all human and have some element of greed. Seeing wallets up $1M in profits will naturally make us fomo, but a good friend reminded

Privacy meta
ZEC - Private money
FOLD - Confidential coordination