gm. breakpoint is next week in london
if solana could fix one thing for memecoin traders, what is it:
a) bundles
b) vamps
c) fake volume
d) callers farming their own tailers
the alert is the easy part. anyone can ping a coin
the filter is the work: who's holding, who deployed, who got in before the ping. that's where most of our time goes building the bots in mycelium
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sizing rule nobody follows: before you buy, check what selling your whole bag would do to the price
if liquidity is under ~10x your size, your exit is the trade. work it out before you click buy, not while the chart is dumping
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elliptic reported north korean hackers washing about $430k of stolen binance funds through six short-lived memecoins on near
when state hackers use launchpads as a laundromat, "nobody checks who funded the deployer" stops being a trader problem
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1. look at how long after deploy the call went out. under 10 minutes on every call means they're calling their own launches or a friend's
2. look at the mcap on their calls. a few k every time isn't finding gems early, it's printing them
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what should a caller actually get paid on:
a) volume they pushed
b) how their buyers did after 7 days
c) follower count
d) nothing, eat your own pnl like the rest of us
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dev advice for when your coin gets vamped: don't fight the clones on the timeline
post your holder count, your top 10 and your dev wallet. a vamp can copy the name, the art and the ticker. it can't copy who's actually holding
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token terminal has solana at 19.1m monthly active addresses, the most of any l1, with sol sitting around $86
the users didn't leave. the leverage and the tourists' money did. those come back on their own schedule, the users are the part you can't fake
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callout rewards flex season
before you tail anyone posting a payout screenshot, ask one thing: how are the people who bought his calls doing?
the payout is his pnl. the only number that matters to you is yours
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pump paid out $2.5m on its squads competition (their number) and the replies are asking the right question: what did the leaderboard measure?
volume is the easiest thing to fake. score squads on how their buyers are doing a week later and the farmers stop winning
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float says it capped first buys at 2% of supply
right instinct. it won't stop one guy running ten wallets, but it makes him work for it, which is more than most pads bother with
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building in a dead market is underrated
we've been heads down on alert bots and our own platform inside mycelium while ct argues about who rugged who. when volume comes back the tools are already built
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red week homework: track your win rate by setup, not by day
most people find one setup pays and three bleed. cut the three and the "bad market" gets a lot less bad
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solanafloor counted over $1b in longs liquidated in 24h with sol down at $85
every cycle goes the same way. leverage gets cleaned out first, then whoever is still shipping gets the cheapest attention they'll ever buy
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andy laid out the side wallet game: the influencer shows a small public wallet while the real size sits in wallets 10-100x bigger (his read)
you don't need a sleuth to catch most of it
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1. watch the first minute. fresh wallets funded from the same source buying before the post means the post was the exit plan
2. track the public wallet across their last calls. if it always sells small while the chart dumps hard, someone else is selling the size
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