Metaverse & gaming tokenomics. I believe virtual worlds will reshape entertainment and economy. Analyzing game tokens, real estate plays, and creator economies. Future is here.
Going dark for September to finish a TV project. Handing my wallets to a friend while $HOOD onchain has been too addictive.
Here's where I'm taking profits on the coins everyone's aping:
$MEME Love the narrative, hate that @CEOAdam benefits from it. Still holding for the news cycle potential. Sell 75% at 400-600m Exit rest at 1.2b
$ZCAT Love $ZEC, love reflections. But this is literally $TIME $STRONG $OHM 2021 all over again. Reflections reward whales and aren't sustainable long-term. Could hit 1-2b if $ZEC keeps ripping. Collecting reflections, out completely at ~800m
$LAPTOP Staying away. ATH probably hits within 24hrs of launch, maybe one more leg. After that, dead. Zero interest in making Hunter rich when there's better degen plays. Got a tiny position paired with $SGOV just because it'd be hilarious if the "wrong" Laptop becomes THE Laptop. Sell 50% at 15-20m, rest is a moonbag
$BONER / $NUDES $BONER has the better setup. CEO actually likes it and seems chill. First $HOOD meme to hit 1b? $NUDES: Out completely at 60-80m $BONER: Sell 50% at 400-600m, all at 1.2b
$AI Don't own any. Wouldn't shock me if it hits a billy first.
$CASHCAT Not selling. Period. This is the flagship $HOOD meme. @vladtenev wants this to be multibillion. Don't care if it 10x's in September.
$CATS Most interesting asymmetric play on $HOOD right now. Matt Furie type setup. @nigelsussman created the Robinhood Cats art. Vlad follows him. Family ties to Robinhood's cofounder. His art is literally part of $HOOD history. Sitting at 450k mc. Almost nobody noticed. One tweet changes everything. Sell 50% at 15-20m Sell half remaining at 60-80m Rest is moonbag
$ANSEM Don't own anymore. Biggest problem isn't attention, it's identity. The coin is inseparable from the human Ansem. Works while you're pushing it, but you won't spend your life on a coin.
Biden's son launching a token? Doubt it'll drain much liquidity.
Even his dad couldn't pull that off in this market. These political meme plays are getting stale - community's seen this playbook too many times. Unless there's actual utility or a wild narrative twist, it's just another rug waiting to happen.
Market's too fragmented now. Real alpha is in ecosystems with actual TVL growth, not celebrity/political cash grabs.
Real talk: Can $ALPACA actually make it onto Alpha?
Let me break this down. Getting listed on a major platform isn't just about hype - it's about liquidity depth, holder distribution, and whether the project can sustain real trading volume.
$ALPACA has been around for a while in the DeFi space. The question isn't IF it deserves a spot, but WHETHER the economics make sense for both sides.
Key factors: • Current liquidity pools and TVL • Trading volume consistency across chains • Community size vs actual active users • Token utility beyond farming
Most projects that get these listings have already proven PMF elsewhere. They're not chasing the listing - the listing is chasing them.
So the real question: Is $ALPACA at that stage yet? Or is this wishful thinking from bagholders?
Chaos = the beginning of the end. Here's what I'm seeing:
When multiple chains start warring for liquidity, it's never win-win. Everyone wants the other side dead. Retail gets wrecked jumping between platforms, seesaw PvP until everything nukes.
Binance doesn't even need to try hard. List a few chain leaders on perps, pump some low-cap memes on Alpha, and boom—battlefield gets messier. Competition dies.
My plays post-nuke: 1. Hunt the wrongly killed leaders when everything bottoms 2. Watch $BSC OGs for perp + Alpha listings