gumg

I am assembling a team
Making a group of content creators to help each other and level up together
I don't care about follower count, views, likes
Consistency and authenticity in writing and thinking is all that matters
DM me if interested

30 days ago, PONS and Stonkfun had 75% of all launchpad revenue
Today, PumpFun has 90%

PumpFun is doing $811M in annualized revenue (last 30 days).
Circulating market cap: $2.01B
That's ~2.5x revenue

day 2 of journal
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another $12K realized PNL on my PUMP trade, total ~$82K so far in 3 days, shared my thesis at the local bottom publicly, you can revisit on my profile
have been working on my data terminal for the last 3 days straight, its coming out soon, I think you will love it
exploring onchain data & have come up with some interesting novel indicators to measure onchain activity, its looking great
as for the market, todays fake news on the US/Iran deal was interesting to see because crypto didn't care, some coins are higher and price is what matters, not news
currently monitoring Zcash,

> BTC infinite bid holding $80K
> Blackrock files for a new Bitcoin ETF, the iShares Bitcoin Managed Protection ETF
> IBIT sees $700M of net flows on the same day
Not a coincidence
I do not recommend being sidelined through this chop

45 minutes ago, two whales bought $500K of $MPLX
As a result $MPLX pumped +125% in 2 minutes
One of wallet already holds $1M of MPLX
News soon @metaplex?

FDV, after buybacks: $4.1B
Circulating mcap: $2.11B
New new supply per year (after buybacks): 3.6%
Circ Market Cap/Revenue: 2.93x
Can survive a bear market: YES
Is hated: YES
Competition tried and failed: YES
Is revenue expected to grow: YES
Is revenue floor expected to grow: YES
Does team need money: NO
Is team on top of innovation: YES, in the context of big corp / market leader (adopting innovation vs leading)
tl;dr thesis on $PUMP

day 1 of X journal
starting this journal today to share what I'm doing, studying, monitoring on a daily basis, will try to be as consistent as possible
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am building own terminal with onchain data and custom indicators, will share publicly, some of you may have already seen it
building a telegram bot for my public telegram, goal is to send daily reports on coins, with data you can't really find anywhere else in a succinct manner
traded PUMP over the last few days, so far +$70K rPNL, really happy with execution on these trades
farming yield on Kamino w/ 30% APY on an AUTO Multiply position, aro

This map shows public sentiment in regards to Crypto

KMNO is up 100% and I think I found why:
— New CEO @WeiszM is focused on growing Kamino's FDV, his compensation package is aligned to unlock based on market cap milestones starting at $1B up to $10B
— Will communicate to token holders in a manner close to that of a publicly listen company
— Hiring for 10 roles in the US
KMNO has a $244M circulating market cap and $640K fees last month
Buyers are starting to show up and its showing lots of relative strength against the rest of the market
I am a big believer in Kamino's execution, they have created markets that don't exist anywhere else in crypt

this too shall pass.
I've heard directly from people involved in quantum research that there's a big effort in protecting bitcoin from quantum risk
The AI trade will have corrections but will not blow up in the "its all over" sense. This is a war fought on compute, brain power and money and governments will bail out whoever they need to make sure they win the race. Currency debasement will continue to be the standard and Bitcoin is one of the obvious plays - once there's hope on quantum we will see far more money pour into BTC
prepare for it, but never doom!