
boot
@lowercaseboot
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tier 7 KOL. building tools. previous @google.
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Joined December 2017
Wow!. Who would’ve guessed that the guy who made $1B by understanding what crypto actually wants would…. a) know how to TGE properly.b) put the pump on the coin post TGE. Certainly not CT. Certainly not me either. I'm shocked.
People are completely mid-curving the fact that $PUMP already absorbed most of the meaningful on-chain buy pressure during the ICO and the first 1–2 hours post-TGE. The next leg will be driven by CEX crime and buybacks. This is literally just getting started.
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There’s a reason I’ve been telling y’all about this for weeks - it’s a narrative lay-up, and the KOLs are only just starting to push it. They can claim the win for 'calling it first', but they’re working for my bags now.
Most people are mid-curving the streamer meta. Don't get stuck debating whether the streams are “good” or if the creators are “entertaining”. Just understand that:. Platforms need to inject capital into streamer coins to create flagship tokens. That’s what attracts new talent.
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This is playing out how I thought. > 3% to streamers = cash money.> 2.4% ecosystem fund = onboarding fund. Don't worry about the rest of the chart. Look at what this means for streamer coins and current valuations. Price go up is basically guaranteed.
Some thoughts on the pump token timeline. > Pump TGEs at $4B FDV.> Sentiment is neutral.> Smart buyers accumulate.> Pump Fun teases Pump Chain.> Streaming infra gets reworked and soft launched.> PF locks in major IRL streamers to win attention/users.> Capital is deployed.
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RT @blknoiz06: crypto app makes $630M in total revenue in < 1 year, & is raising another $1.3B in latest token sale. so they'll have ~$2B i….
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I've spoken on this many times. The biggest issue is that 99% of CT influencers want to be influencers first, and subject matter experts second. The industry is irrelevant - they'd do it with any other form of content if they had an angle. That's why they can only respond to.
I said fuck influencers and got some backlash, so let me explain. Influencers are not people that happen to have a lot of followers, just like traders are not those who have a few swaps on Coinbase. In my mind, an influencer is somebody for whom influencing is their primary.
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To add to this. There is a list of accounts that I use as top signals to counter trade. @NFTwap aptly coined them the "pan handler cabal" but I prefer the "larp industrial complex". Working on a public list for y'all rn.
If I've learnt anything from CT it's to counter trade consensus. Right now that's. - Pump fun is dead.- Streamer tokens are dead.- Kaito / yapping = valuable .- Bonk is the best launchpad . Do with that information what you will.
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