BG retweeted
seeing people say onchain/trenches is at the worst it's ever been tells me how out of touch CT has become
in the past 4 months alone:
• about half a dozen new tokens hit $100m - $300m+ market caps; $PONS went from $0 to $960m, alongside $ANSEM, $CASHCAT, $AI, $STONK, etc, all of which hit at least $300m FDV
• dozens upon dozens of new tokens hit $10m+
• we've continued to see the occasional onchain runner despite deteriorating market structure
now compare that to the months BEFORE Robinhood chain emerged, when barely anything moved for the greater part of the year
or the period after $TRUMP launched last year and before the initial emergence of BonkFun, when barely anything pumped above $2m - $5m for about half a year
THIS IS NOWHERE NEAR THE WORST THE TRENCHES HAVE EVER BEEN
obviously, conditions aren't what they were a few months ago when everything was pumping
but that doesn't mean the opportunity is gone
i think the market picks up again soon, likely MUCH faster than most people anticipate
CT is overwhelmingly dominated by doomers and toxic narratives right now
ignore 99.9% of the noise
this is when you start scooping up the dips on the high-conviction outperformers from the last rally
these are the coins that have already proven they can massively outperform
and if history is any indication, many of them won't just revisit their previous highs
they'll go MUCH higher when the next leg begins
most people will wait for confirmation
the biggest opportunities often come BEFORE the crowd changes its mind
$cashcat coded
Replying to @justhodlthebag
Fair feedback. Summit was a lot of ground to cover, but Robinhood Chain is a big priority for us and we're not going anywhere. The builders who showed up early matter to us. More to share soon.
all memecoins should pivot to social tokens.
the current model is unsustainable long term.
but i'm optimistic. memes have been more resilient than nft's which shows we collectively want to get things right.
I see a world where disney has it's own memecoin and holders get discounts and prizes.
but we might be 4-10 years away from that.
really think @LucaNetz can do something with $PENGU and pudgies to show disney how it's done too.
one of my strongest convictions this cycle is the social token thesis
DOGE showed how powerful distribution can become when someone with Elon’s reach brings sustained attention to a community
i expect influential individuals and their audiences to play an increasingly important role in how memecoins grow
the projects that develop their own identity and culture have a much more interesting setup than those simply copying what already worked
Replying to @ThinkingUSD
starknet is simply bullish due to recently narrative.
IF they can pull it off
BG retweeted
MAIN TAKE-AWAY from @token2049:
World needs Starknet as a quantum-safe L1.
Market says it.
Whales, KoLs and OGs say it.
I say, We hear you.
why is $strk pumping?
they're considering becoming the first fully quantum resistant layer 1 blockchain.
quantum threat fears are high so this move creates a fresh narrative in the market.
also makes starknet one of the most valuable networks.
why is $strk pumping?
they're considering becoming the first fully quantum resistant layer 1 blockchain.
quantum threat fears are high so this move creates a fresh narrative in the market.
also makes starknet one of the most valuable networks.







