updated thesis: who actually locked solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump yesterday murad wrote that the market wants a memecoin whose whales and community stay for 10+ years. he meant spx on solana nobody has to take a whale's word for it. a streamflow lock is a public contract that nobody can cancel 27 of the 40 biggest solana memes have no live lock at all. bonk, wif, pengu and fartcoin each have less than 0.01% of their supply locked jean phil isnt even in that top 40. it has 5.18% locked by four of its own holders, none of it cancelable. claudia is next with 1% the biggest jp lock almost didnt happen the top holder had his bag in okx's dex wallet, which cant connect to streamflow. holders waited for days, and one joked he bought more at $7M "cause our biggest whale can't figure out how to lock his coins" on oct 14 @Greedoggo posted an apology and a plan to move the tokens out through okx's wallet release on oct 15 at 11:34 utc 48.4M tokens went in. 5% of the supply, nothing unlocks before april 2027, and the last token frees in april 2028 six hours later another holder locked 1M on the same schedule. at 19:30 a third locked 200k for a year and named the contract "diamond balls" leave out a coin where four wallets hold almost everything, and the solana meme with the most supply locked by its own holders is a five week old french ai character the count covers streamflow only, read on chain today. one more jp lock, 576k from oct 2, opens on nov 4 lock in oui madame

thesis check: jean phil solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump jean hasnt posted in 3 days and his coin is up 44% since this morning it happened while btc dipped under 80k and wiped out a few big longs. it was back above 80k before 17:00 utc and hasnt looked back. i think that was a bear trap, and a new low under 79.2k proves me wrong no whale behind jp. hundreds of small buys and a few of the biggest holders adding more this morning i wrote that absence creates value. today his holders did the work for him jp at $3.4M lock in oui madame

updated thesis: absence creates value solana:GTBxUiw6wJdmmkCGZgRHLyYxqu1vG4KtRpeox6yDpump 800 years ago, in the south of france, a troubadour named guillaume de balaun ghosted his madame on purpose he had already won her. madame guillelma loved him, and a friend had just told him that making up after a fight felt better than falling in love the first time. guillaume wanted that feeling, so he faked a fight and stopped seeing her she sent messengers to make peace and he sent every one of them back, saying what she did could not be forgiven then the messengers stopped and he started to miss her. when he finally went back he made it worse, and she had him thrown out of her castle and refused to see him for a whole year a baron friend begged for him until she named her price. one of guillaume's fingernails, pulled out and brought to her. he did it, and they were together again robert greene opens law 16 of the 48 laws of power with this story. the law is "use absence to increase respect and honor". the more ppl see and hear from you, the more ordinary you look, and once you are established, stepping away gets you talked about more he closes the same chapter with the danger. absence only works after ppl already know you. leave too early and they simply forget you a french duke, la rochefoucauld, fit both sides into one line in 1665 "l'absence diminue les médiocres passions, et augmente les grandes" absence shrinks the small passions and grows the big ones. it all depends on how big the passion was the day you left jean phil's line is oui madame his first tiktok has 15.8M views. three weeks later he posted from paris fashion week and got 1.9M. then he went quiet. no tiktok since oct 7, instagram suspended on oct 16, one line on x every few days like "things are in motion", never a word about the coin three weeks of fame is a short time to get established, and in this sector being forgotten has a price. archibald brown, another ai influencer coin, is down 97% from its peak. and while jean is away, a fake verified instagram with 264k followers sells a masterclass under his name the crowd around jean did shrink. on fomo 1,538 ppl wrote a thesis about him in his first three days. in the last four days 56 did, and 49 of those 56 still hold. 9 of the 12 biggest wallets from the october top are still in, and his tiktok kept its 286k followers without a single new video guillaume had already won his madame when he left, and his trouble came from staying away too long. jean left after three weeks, so both dangers from that chapter are open for him if greene's warning is the one that applies, ppl forget jean and this goes to zero. thats the bear case in my valuation thesis, linked below with the base and the upside. i hold a lot of it knowing all of that i think the passion for jean was already big when he went quiet on oct 7 jp trades at $2.7M lock in oui madame