cryptic2442

Btc has had every reason to breakdown over the last two weeks. Bad news after bad news. Alts capitulation.
If it continues to hold 80k that can only be seen as bullish and we may see a window of crypto outperformance vs equities.
Let’s see.

All I see on rh right now is opportunity

A lot of you are forgetting agency is literally 3 days old
The play when the www vamp occurred was to bid agency at 1mil
Similar playbook now with higgs

Lots of people missed agency so they’ll tell you ‘this is gonna flip it’ ‘this is like agency but better cos of x’
All the best launches are on agency and Agency is the leader of this emerging meta, all these copy cats are just throwing fuel to the narrative
Just look at what happened to www

Agency the type of coin which can start a new meta

Onchain feels sendyyyyy

Hooked is the first launchpad since Stonk that actually brings something new and valuable to Solana

Seriously impressed by the $Ducat launch, which given the pullback on rh has gone mostly under the radar.
This is basically going to be like $shroom and $peas on steroids once their arbitrage pools are live, and will help strengthen their equity sleeve.
I think the trade is uncrowded given that it’s launched whilst rh volume is low. I also think most people have missed that they have support from a core ohm dev and if you look at their followers list you’ll also see a lot of big og defi players. Clearly early buyers believe in the potential here given that almost 80% of supply is staked.
B

Boner strength amidst long eco weakness is very interesting

Big onchain bottom vibes today

Robinhood Summit shaping up to be a buy the news event

Stonks next Zcat is here

Has anyone thought that maybe both Stonk and Robinhood plays can go up at the same time?

Looks like rh rotation has arrived

I’ve seen some chatter regarding $Stonk being topped but looking at the metrics were far from fair value and if anything are still quite underpriced
Latest daily rev - $2mil
Latest daily rev over the last week - $1-2mil
Current burn rate - 9% per week
Compared to $Pons
-Currently doing 2-4x the revenue per day
-Pons is burning around 5% of supply per week
Compared to $Pump
-Starting to put up similar rev numbers
-Pump is burning around 0.7% of supply per week
Current mc’s
$Pons $425mil
$Pump $3.6bil
$Stonk $292 mil

No way the top xmr pair on stonk stays below 1.5mil for long