Austin Cooper

@Austinheat25

BFE

Joined November 2014

140 Following

579 Followers

350 Posts

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Austinheat25 retweeted

Austin Cooper @Austinheat25

over 9 years ago

Yeah I'm that guy... https://t.co/sYOYFKlkDv

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Austinheat25 retweeted

creed 🐂 🀄️

@creedmotion

13 days ago

The $TOAD thesis is bigger than the meme. 🐸 Crypto has seen creator-led coins before, but $TOAD represents an interesting shift in how the meme meta can work. Instead of an anonymous wallet cluster controlling a huge percentage of supply, you have a recognizable crypto-native figure, @mdudas, publicly involved, holding a significant position and actively contributing to the community. That changes the risk/reward narrative. 1. The timing is asymmetric We’re still in a relatively weak market environment, yet $TOAD is already attracting attention and liquidity. If it can continue building holders, volume and mindshare before the next major risk-on cycle, the upside during a true bull market could be significant. More importantly, it gives retail time to discover and accumulate the meme before the broader market arrives. If thousands of people eventually have a “I was early to $TOAD” story, that becomes marketing in itself. 2. The origin story is ridiculous @mdudas reportedly spotted $TOAD around a $63K market cap on Pumpfun. The same investor whose firm, 6th Man Ventures, was an early investor in Pump recognized a meme emerging from the very ecosystem he helped back. You couldn’t manufacture better lore. 3. His distribution is different @mdudas isn’t simply another CT account farming impressions. He’s a long-time crypto investor, VC, media guest and connector with relationships extending across Solana, founders, investors and traditional finance. That matters because $TOAD’s potential audience isn’t limited to the usual degen bubble. If even a fraction of that network starts paying attention, the addressable audience expands dramatically. 4. The incentives are aligned He’s already been distributing part of his $TOAD position to holders and contributors as the community takeover develops, while continuing to engage with the project. That creates something most memecoins desperately lack: a reason for holders to participate rather than simply wait for the next exit. The holder count has also expanded rapidly despite how young the token is. That’s the metric I’d keep watching. 5. The $100M target isn’t mathematically insane At roughly $20M MC, $TOAD needs about a 5x to reach $100M. For a Solana meme with growing attention, liquidity, community participation and a recognizable figure attached to the narrative, that’s not an unreachable valuation. The important question isn’t: “Can a meme reach $100M?” We’ve seen far crazier things. The question is whether $TOAD can keep its attention flywheel running: attention → holders → volume → visibility → more attention. If that loop compounds, the market cap follows. And that’s why I think the most interesting part of $TOAD isn’t what it is today. It’s what happens if this community survives the current market, keeps building, and enters the next major bull cycle with an established narrative. At that point, the meme isn’t starting from zero. It already has lore, distribution, liquidity, holders and a story people can understand in seconds. Nothing here is guaranteed. @mdudas could sell. The community could lose momentum. The market could turn against it. But if the incentives remain aligned and the community keeps executing, $100M starts looking less like a fantasy and more like a level worth testing. $TOAD isn’t just asking: “Can this meme pump?” The bigger question is: How large can a community become when the person who discovered it this early has every reason to keep building it? 🐸 GODSPEED TO $100M

$creedmotion's tweet photo. The $TOAD thesis is bigger than the meme. 🐸 Crypto has seen creator-led coins before, but $TOAD represents an interesting shift in how the meme meta can work. Instead of an anonymous wallet cluster controlling a huge percentage of supply, you have a recognizable crypto-native figure, @mdudas, publicly involved, holding a significant position and actively contributing to the community. That changes the risk/reward narrative. 1. The timing is asymmetric We’re still in a relatively weak market environment, yet $TOAD is already attracting attention and liquidity. If it can continue building holders, volume and mindshare before the next major risk-on cycle, the upside during a true bull market could be significant. More importantly, it gives retail time to discover and accumulate the meme before the broader market arrives. If thousands of people eventually have a “I was early to $TOAD” story, that becomes marketing in itself. 2. The origin story is ridiculous @mdudas reportedly spotted $TOAD around a $63K market cap on Pumpfun. The same investor whose firm, 6th Man Ventures, was an early investor in Pump recognized a meme emerging from the very ecosystem he helped back. You couldn’t manufacture better lore. 3. His distribution is different @mdudas isn’t simply another CT account farming impressions. He’s a long-time crypto investor, VC, media guest and connector with relationships extending across Solana, founders, investors and traditional finance. That matters because $TOAD’s potential audience isn’t limited to the usual degen bubble. If even a fraction of that network starts paying attention, the addressable audience expands dramatically. 4. The incentives are aligned He’s already been distributing part of his $TOAD position to holders and contributors as the community takeover develops, while continuing to engage with the project. That creates something most memecoins desperately lack: a reason for holders to participate rather than simply wait for the next exit. The holder count has also expanded rapidly despite how young the token is. That’s the metric I’d keep watching. 5. The $100M target isn’t mathematically insane At roughly $20M MC, $TOAD needs about a 5x to reach $100M. For a Solana meme with growing attention, liquidity, community participation and a recognizable figure attached to the narrative, that’s not an unreachable valuation. The important question isn’t: “Can a meme reach $100M?” We’ve seen far crazier things. The question is whether $TOAD can keep its attention flywheel running: attention → holders → volume → visibility → more attention. If that loop compounds, the market cap follows. And that’s why I think the most interesting part of $TOAD isn’t what it is today. It’s what happens if this community survives the current market, keeps building, and enters the next major bull cycle with an established narrative. At that point, the meme isn’t starting from zero. It already has lore, distribution, liquidity, holders and a story people can understand in seconds. Nothing here is guaranteed. @mdudas could sell. The community could lose momentum. The market could turn against it. But if the incentives remain aligned and the community keeps executing, $100M starts looking less like a fantasy and more like a level worth testing. $TOAD isn’t just asking: “Can this meme pump?” The bigger question is: How large can a community become when the person who discovered it this early has every reason to keep building it? 🐸 GODSPEED TO $100M$

Austinheat25 retweeted

sling

@slingoorio

13 days ago

i wouldn’t mind the majority of solana:A13oRB9FFaiUjfi6LdCg6p9ka1u8SfGkUFs4SKvPpump holders to legitimately recreate every single popular Pepe meme there is with the toad. that, and flood the damn timeline with the pfps. we all know Pepe in 2023 did this and was a large part of people’s personas long term too. embrace El Sapo Pepe.

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