pogchad

[Lieutenant Ponzi @LieutenantPonzi]

Introducing ALP Nicotine Pouches

Disclaimer: Yes, I’m already invested and positioned.

What is ALP?

Coming November 2024, ALP: A Better Time is the all-new nicotine pouch by Tucker Carlson. ALP satisfies and frees your mind. At ALP, we believe in a better time.
Release date: November 2024
Website: https://t.co/hC11g5IG3H
First tweet from Tucker Carlson: https://t.co/UkHk2QJTxx

- Tucker Carlson is a huge proponent of nicotine pouches like Zyn, often raving about them on podcasts such as the Nelk Boys'. However, after Zyn took a "woke" stance, Tucker denounced the brand and went all-in on his new, anti-woke Zyn replacement: ALP (Adult Lip Pillow).
- ALP is poised to be a disruptive competitor to Zyn.
- Zyn paved the way, but now ALP is set to flip the script.
- The ALP pouches will be available in November.
- The ALP community is growing rapidly even before the product launch. Expect your favorite influencers to begin organically marketing for it soon.

ALP on Sol Highlights:

First mover advantage.
- CTO from Sol https://t.co/l3aJFHw2zG
- Animation team that worked with Bobo, JOE, and others.
- Big names and whales are backing it and buying in.
- Excellent risk/reward ratio—just compare it to where Zyn is today.
- It’s on a strict list, so no other SOL ALP project can ever be copied.
- 1,000+ holders and growing.
- Engagement on all socials is outstanding, and the product hasn’t even launched yet (November release).
- @TuckerCarlson has teased the launch, and the waitlist is live. With 14M cult-like followers, he’s heavily incentivized to leverage his distribution channels to push ALP direct-to-consumer.
- Zyn is sitting around a ~$50M FDV (fully diluted valuation) and holding strong.
- Most nootropic users tend to lean right politically, making ALP well-positioned to capture market share from Zyn.

I’m only up 2x, if that, but ALP’s release in November is a no-brainer.

Thesis:
Tucker Carlson's upcoming interview with Donald Trump at the end of October will likely be the platform to begin marketing ALP to a massive audience.

I expect a comfortable 5x return, potentially 20x, and we’ll still be below Zyn’s market cap. That’s aiming low.

Look for entry points—it’s going to be a great opportunity.

ALP: Adult Lip Pillows

Dexscreener link: https://t.co/XUAeFMEL02

[Nova @CryptoGirlNova]

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[ALEXS @Notfgod]

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[Rekt Fencer @rektfencer]

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[pogchad @Aeons88]

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[pogchad @Aeons88]

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[pogchad @Aeons88]

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[Ice Open Network @ice_blockchain]

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[pogchad @Aeons88]

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[pogchad @Aeons88]

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[Move Club India @MoveClubIN]

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[an6y.jpg | ⌥ @an6y_jpg]

Were we all wrong in saying $JUP is going to $2-$3?
Yes, obviously, but also no.

We didn’t understand the new mechanics on this new type of launch.

The demand was there. Around $125m sent $JUP to $0.7. If this would have been a normal launch the price predictions would have hit.

But why didn’t this happen?
@JupiterExchange setting and clearly communicating the DLMM price settings automatically created a psychological resistance price for traders at $0.7, which in reality was quite the opposite. At 0.7 the DLMM liquidity (volatility resistance) was gone, proper parabolic price discovery would have been possible.

A lot of demand/volume was handled via OTC deals on @WhalesMarket. @HGEABC alone bought around 9m tokens there.

@JupiterExchange supplying sooo much liquidity completely halted any type of parabolic price discovery. Good for accumulators and airdrop dumpers. Bad for bots, traders, degens and moon boys aka volatility lovers.

If you want to know how much this liquidity is keeping the $JUP price in check simulate at $1m USDC buy on $JUP and $PYTH.
Slippage:
$JUP: 1.32%
$PYTH: 32.7%

A quick linear extrapolation: with $125m in buying pressure with a normal launch pool would have catapulted the $JUP price to around $2-$3 post launch.

What does this mean?
1. The launch worked as intended, the mechanics are spot on and probably as fair as can be for a token launch. Great stuff @weremeow
2. On Wednesday the @JupiterExchange DLMM pools gets pulled. The price then will determine the circulating supply for the next 12 months. @ $0.7 or above there will be 1.35b tokens available, @ or below $0.4 it will be 1.1b tokens after the team removes the DLMM. Both are bullish in their own way. Either @JupiterExchange raises a huge amount of $ to build great tech or we see a circulating supply cut. The truth will probably be somewhere in between.
3. Imo we can expect some sort of bullish news leading up to Wednesday, most likely staking. Why? @JupiterExchange want to get as close to $0.7 as possible to raise as much as possible.
4. Once the DLMM pool is removed volatility will return, traders will return, volume will increase and a moon mission could be set in motion.

I‘m comfortable holding my free airdrop.

What’s your take?
Do you like the mechanics?
How will this work for future launches, now that we know how it works?

[pogchad @Aeons88]

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[Mingo @MingoAirdrop]

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[pogchad @Aeons88]

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