alfant

@alfant

[alfant @ALfant_]

Gamble mode on

[alfant @ALfant_]

my $PIPPIN thoughts

Spot flow is the only real driver here.

As the entity now controls ~83–85% of supply. At ~$415M mcap it leaves roughly $85M of free float that can realistically hit spot.

Usually ~5–8% of supply is burned, dead, or in mm pools, so they’re likely pricing in only ~5–7% actually getting sold. At current prices, that’s ~$25–35M is what needed to hold up the price - basically small relative to their trade size.

Especially when they’re farming ~0.8% funding per hour for longs and squeezing shorts as long as price stays bid.

As a bunch of you are trying to short, shorting becomes interesting if we see a giga liquidation wick or when that same 5–7% float is worth close to 9 figures — roughly $1.5B–$2.5B mcap. Anything below that is risky for me.
Top could be way sooner, but that’s a pure degen bet.

*don't trade these with size, always assume price can still send another 10x above your short entry*

[alfant @ALfant_]

81% already

[alfant @ALfant_]

Update: The same fresh entity of wallets now controls 73% of the $PIPPIN supply (≈$155M), after continued withdrawals from #Gate and #Bitget.

4QyhPZrdsL6tbjZVkWqAxF6c9NxSVzFXG4KG9sRMhdiP

8NDaHn1YrToEB2SLaEhftWFeCUa2ZFpKcx8JQEScX5F9

I found this using @arkham data.

[alfant @ALfant_]

How much did it really take to pump $PIPPIN 3200%, especially for a "PumpFun" coin?

So far, $65M #USDT has been used to accumulate $PIPPIN tokens on #DEX.
At an average entry price of $0.085 per token, that’s nearly $200M as illiquid profit on their spot position.

[alfant @ALfant_]

gm

[alfant @ALfant_]

Update: The same fresh entity of wallets now controls 73% of the $PIPPIN supply (≈$155M), after continued withdrawals from #Gate and #Bitget.

4QyhPZrdsL6tbjZVkWqAxF6c9NxSVzFXG4KG9sRMhdiP

8NDaHn1YrToEB2SLaEhftWFeCUa2ZFpKcx8JQEScX5F9

I found this using @arkham data.

[alfant @ALfant_]

An fresh entity of 40 wallets now holds 566.002M of $PIPPIN tokens (≈ $36M at current prices), withdrawing from both #Gate and #Bitget

[alfant @ALfant_]

An fresh entity of 40 wallets now holds 566.002M of $PIPPIN tokens (≈ $36M at current prices), withdrawing from both #Gate and #Bitget

[alfant @ALfant_]

@Tree_of_Alpha @SalsaTekila @zoomerfied

[alfant @ALfant_]

0x7d66Caf378b4d606Bf1569810adaaB9ecaA6Da53
0xE6ef5b917bC881Df901b2e1c28Dd00Aa7cb54133
0x7D82Cd1Bd811f31949D833cDaE0089D4dd948e78
0x128B5aF2f3B5EF2c4D855c0296Af2b4f5Ee740d4
0x061B288336cc474d071154513d04aC7857BA8d13
0x3c1b3f884aDe2e8b7458f13eA4D4A6E51730D5A7
etc....

[alfant @ALfant_]

based on @arkham - 63 new wallets started withdrawing $HIFI from Binance since yesterday.
All of them funded from #HTX
These wallets already hold 43M $HIFI ($25M) - nearly 30% of supply

LIST:
0x43A600Fcf64b61154C9c28a11b68c4F14cf9B037
0x6A524641E5d757eEe82a73bc2602363c2b13ef34

[alfant @ALfant_]

But more interesting — Pancake “liquidity” isn’t real trading either.
It’s one-sided liquidity that gets removed and re-added every few hours,
from an address that belong to the pushers themselves — holding ~1M tokens and shifting the price to match the chart they draw

[alfant @ALfant_]

Here’s a suspicious detail about the $MYX push

1\ First… Binance futures don’t set their own price. They copy it from spot markets.

For $MYX, Binance uses 3 sources: MEXC, Bitget, Pancake.

[alfant @ALfant_]

2\ so based on @arkham, MEXC’s wallet holds only 0.0095% of supply (~$1M)… for a coin traded at $15B FDV

[alfant @ALfant_]

@justinsuntron https://t.co/PLSY10ZXM1

[alfant @ALfant_]

@justinsuntron apparently the binance deposit wallet that been receiving $WLFI from HTX, has been linked previously to your public wallet

[alfant @ALfant_]

Desire creates indicators that don’t exist.

[Vida @Vida_BWE]

I'm going to start a thread where I casually post updates of my small-cap altcoin trades (each position under $300K) in the replies over time.

Disclaimer:
- This is not financial advice. I'm simply journaling my own trades.
- I trade ultra low market cap coins with extreme volatility and uncertainty.
- I usually risk only 0.1% to 0.5% of my net worth on these plays. I’m mentally prepared to lose it all.
- I may enter and exit positions at any time without notice. If you follow, you risk becoming my exit liquidity. Yes, my EXIT LIQUIDITY🙂

我计划在这个推文下不断的通过回复更新我的小市值山寨币的交易之旅（低于30万美元的短期交易），但是我想提前声明：
-我只是分享自己的交易思路，而不是让你跟随
- 我会交易高波动性和高不确定性的小市值币
- 我只拿我身价的0.1%到0.5%来做这些不确定的赌博类型的短期交易，我可以接受在一次交易里损失全部投入
- 我会在不提前通知的情况下进/出我的仓位，如果你跟随，你可能会被我浇给，成为我的退出流动性
- 提前声明了这么多，你自己跟了且亏损那就是你自己的问题。说人话：你会成为我的退出流动性，你会被我割，所以看看就行了，别跟单

[alfant @ALfant_]

@binance Any reason ETH isn’t on the list?

[alfant @ALfant_]

see you again in 2026

[alfant @ALfant_]

@VitalikButerin @EthereanVibin https://t.co/NvdzgHTT2x

[Lookonchain @lookonchain]

A wallet related to vitalik.eth(@VitalikButerin) sold 190 $ETH for 441,971 $USDC again 20 minutes ago!

The wallet received 3,800 $ETH($9.8M) from #Vitalik and has sold 950 $ETH($2.28M) at an average price of $2,396 since Aug 30.

https://t.co/K6i8Wr8vZ3