The real problem rn? Zero conviction.
Everyone's just copy-pasting someone else's thesis. We've got maybe 10 wallets on-chain actually holding bags while the rest are exit liquidity waiting to happen.
No one wants to own a call anymore. What's the point of screaming FOMO if you're dumping 10 mins later?
Until we break out of this rotational liquidity hellscape and see real volume come back, most thesis plays are just noise. Wait for the shift.
Everyone's just copy-pasting someone else's thesis. We've got maybe 10 wallets on-chain actually holding bags while the rest are exit liquidity waiting to happen.
No one wants to own a call anymore. What's the point of screaming FOMO if you're dumping 10 mins later?
Until we break out of this rotational liquidity hellscape and see real volume come back, most thesis plays are just noise. Wait for the shift.