i think i finally found a meme worth writing a proper thesis on
$QENIS
this is genuinely the first time in a loooong time iโve found a new meme funny before even looking at the chart, and imo that matters more than almost anything else with memecoins
most memes onchain are created backwards
someone launches a coin, makes an X account and then pays people to pretend the meme is funny
qenis is the opposite
the character and content existed before the coin. @Qzoomer1 was already posting qenis, people were already sharing it and making their own versions simply because they found it funny
https://t.co/sXjTFiB9A6
the concept is also stupid in exactly the right way
everyone understands the name immediately, the character is recognizable and it can be placed into basically any situation
that makes it infinitely remixable, which is what every successful internet meme needs
but this is where the thesis gets much more interesting
@NickJFuentes follows @Qzoomer1 and has already publicly interacted with qenis
https://t.co/7aua7ZzQNm
Fuentes has also now posted/interacted with the meme outside that single reply:
https://t.co/19ZzLZSymI
Nick understands internet culture and has one of the strongest meme communities online
he didnโt originally create the Groyper image, but he helped turn Groyper from a random internet character into the identity of an entire online community
his followers adopted it, remixed it, spammed it everywhere and made the character inseparable from Fuentes himself
when the Groyper coin appeared, the culture and distribution were already there
crypto didnโt have to invent the narrative. it just created a liquid way to speculate on something that was already culturally relevant
that is the potential playbook for qenis
the important part rn isnโt CT tweeting the ticker
itโs that normies and Groyper accounts who probably donโt even know there is a coin are already making their own qenis memes
https://t.co/g6q7ZCK8mq
https://t.co/iRmJmNH58A
this is exactly what you want to see
the meme is spreading independently from the token
people arenโt posting it because the chart went up or because someone paid them. theyโre posting it because they actually find the character funny
if it continues, the flywheel is pretty simple:
> Qzoomer makes more qenis content
> Fuentes and Groyper accounts interact with it
> normies start making their own versions
> qenis spreads further outside crypto
> CT notices the attention and buys the coin
> the chart creates even more attention
> more people discover and remix the meme
@Qzoomer1 publicly confirmed this is the real $QENIS and said he receives a cut:
https://t.co/EO3o9qyb18
he then locked 10% of the $QENIS supply:
https://t.co/6TmLoXJZro
youโre not betting on utility, revenue or some fake roadmap
youโre betting that a genuinely funny new character keeps spreading, and that the person most capable of turning it into the next major Groyper adjacent meme is already following and interacting with its creator
if Fuentes starts repeatedly using qenis in his posts or streams and his audience fully adopts the character, crypto will not need to manufacture a narrative around it
hopefully this becomes the Groyper playbook all over again
$Qenis
onchain market is in a pretty weird spot rn
RH is definitely the hottest chain atm. feels like most of the fresh attention is there and thereโs still a lot of money rotating around
sol is actually getting decent volume again too, but the problem is everything feels insanely fast. something runs, everyone piles in and hours later itโs basically back at zero
base + eth still have random plays here and there, but nothing feels as consistent rn. perps are also taking a huge chunk of the attention/liquidity
one thing im watching pretty closely is Arc
people figured out how to get onto the private mainnet early and for a short period there was actually a decent amount of liq flowing in. access is basically closed again now and the official public mainnet launch is September 16
Architects is still the main runner there and probably one of my comfier holds/bids going into launch
it reminds me a lot of the CASHCAT setup on RH. CASHCAT was already trading almost 2 weeks before RH officially opened mainnet, when barely anyone could access the chain. then public mainnet opened, everyone figured out how to get there and CASHCAT went completely stupid
not saying the exact same thing has to happen with Architects, but the playbook feels very similar
also watching @GIWA_by_Upbit. itโs Upbitโs own ETH L2 and their mainnet is getting close too. another fresh chain where I think there could be some very early opportunities
gonna be way more active on telegram again from here: https://t.co/E7dXK63KAm
more plays, more early stuff and more research. feels like rn you need to be looking everywhere
Architects looks really good to me here
gateway bridges went down, RPCs have been unreliable and getting onto the chain + actually trading has been hard for most ppl
the interesting part is that Arc mainnet is still +1mo away. so rn weโre trading in an environment where most ppl still havenโt even touched the chain yet
once the infra is fully back online and everyone can access the chain normally again, itโll be interesting to see how high this goes
reminds me a lot of the Cashcat playbook on RH. people figured out how to bridge early, access got closed again, and everyone was basically forced to watch from the sidelines. once access properly opened, Cashcat became the obv runner everyone chased
Architects feels like it has a similar setup here
already established as one of the main coins on Arc before most ppl can even access the chain, with mainnet still ahead of us
i also think ppl will start trying to frontrun the bridge reopening. wouldnโt surprise me if OTC prices start trading at a decent premium before access is back, because everyone knows what happens once the bridge opens
then fresh liq comes in + the fomo starts
and imo people naturally chase whatever already has the most attention
Architects is still my main bet for that
@trader1sz Allah Subhanahu wa ta'ala, If you choose me with cost breakdown and video evidence...I'lldonate 80% to the needy.
5jmtRS2YJRYYUoo7HizJAUpNSXtw5QX6rcdY9AJDSNFg
Another give away soon.
Last one was $730k usd from my own pocket once it gets unlocked at target cap
May pick another 10-15
People who won previous donโt qualify.
Drop your $SOL address will pick by next week randomly 10-15 people
(No exchange wallet)
@trader1sz Allah Subhanahu wa ta'ala, If you choose me with cost breakdown and video evidence...I'lldonate 80% to the needy.
5jmtRS2YJRYYUoo7HizJAUpNSXtw5QX6rcdY9AJDSNFg