BigLlamaToe

Just an on-chain degen llama finding asymmetric trades before the explanation becomes obvious.

[BigLlamaToe @bigllamatoe]

solana:4gL5SoEobotrQLWkgCgPnpZjL2WHEfPF7QRxWYHKpump (Paperpad) is a potential early gem.

CA: 4gL5SoEobotrQLWkgCgPnpZjL2WHEfPF7QRxWYHKpump

The idea: launch a https://t.co/LaTEgAq3dQ coin that comes with its own AI trading agent. The coin's creator fees become the agent's capital, and it trades BTC and ETH perps on Papertrade (Hyperliquid). Every thought and trade is public.

The flywheel:

Every agent coin's creator fees get swept every 2 min
30% goes to the Paperpad treasury, which is meant to buy back solana:4gL5SoEobotrQLWkgCgPnpZjL2WHEfPF7QRxWYHKpump

70% funds the agent's trading
Agent profits can be set to buy back and burn the agent's own coin More agents launched = more fees = more solana:4gL5SoEobotrQLWkgCgPnpZjL2WHEfPF7QRxWYHKpump demand.

Checks I ran:
✅ Clean bubble map, no clusters
✅ Dev 0.1%, insiders 1.5%, LP 100% burned
✅ Fees match volume (~18 SOL on ~$850K), so the volume isn't faked
✅ Whitepaper is unusually honest about what's not built yet
✅ Agents live trading real BTC/ETH perps on Hyperliquid, funded by their coins' creator fees

What's NOT live yet (from their own docs):
⚠️ The solana:4gL5SoEobotrQLWkgCgPnpZjL2WHEfPF7QRxWYHKpump buyback module isn't built. The treasury is holding HYPE for now
⚠️ solana:4gL5SoEobotrQLWkgCgPnpZjL2WHEfPF7QRxWYHKpump's own creator fees sit outside the 30% split
⚠️ Agent wallets are custodial

Papertrade just launched, and Paperpad went live ~4 hours ago as a launchpad for public AI trading agents on top of it. Early, risky, but asymmetric

NFA. DYOR.

[BigLlamaToe @bigllamatoe]

Two Sol launches I passed on today, and why. Receipts included.

$GETPRICE (9HLC3hvta1zNDqDfbmTq4xgwNRzRnaZST16pLs9pump)
An iPhone price widget app. The app is real, but the dev's behaviour wasn't.
Dev bought 3.84% at launch, and a linked wallet bought 3.03% in the same second

11 min later the linked wallet sold its 3.03%
17 min in, the dev TRANSFERRED its 3.84% to that wallet, which sold it 1 second later, so the dev wallet never shows a sell
~6.9% of supply dumped for ~9.2 SOL, undisclosed
Creator fees went back to the dev's funder. No buyback, no burn. Dev: 3H4pbpNpHgkb5kV7U2bWdkyc314VEskKz3APyG8u1RSq Linked seller: HAmnM7iniF3FGdD3Gu4M2XZtuYADnmr6XDert7eA7aR3
$TM TeleMoney (6KDpQM4BVDdtAkjtyFDiBCkbii8q8BieEyXXm6kNpump)
Cool idea: send https://t.co/LaTEgAq3dQ creator fees to any Telegram @username via TON. But:
Dev wallet was funded through a tree of brand-new wallets seconds before launch, so the source can't be traced
Dev sold its whole buy 49 sec after launch, undisclosed

$TM was launched straight from the dev wallet, not through its own platform, so creator fees go to the dev
No buyback, burn or holder share, and the platform takes 10% of every launch's fees No flywheel = no reason to hold.
My rules:
❌ Hidden supply sold into a pump
❌ Dev pockets fees with nothing back to holders
I'd rather miss a run than be exit liquidity. Not financial advice, just how I filter. DYOR.

[BigLlamaToe @bigllamatoe]

Just took a conviction position in solana:AEPBdj3RViMJKCHM1xiVaM1VNuP7VbZRSN68gu5xpump. Here's why 🧵

Patch is a concentrated-liquidity DEX on Solana where every pool is programmable.

Each pool gets a "hook" slot. Launchers plug in rules at creation, and the fee caps lock forever.

The built-in hook ("the Rack") already does:
🛡️ Launch guard: trading opens at a set time, early buys pay 30% falling to 1% over 20 min, max 5 SOL/sec. Snipers fund the LPs.
📈 Dynamic fee: rises with volatility, falls when it's calm
💰 Creator fee: up to 1% of every trade, capped forever
🔒 LP positions are NFTs, so "LP locked" is checkable on-chain

Now the flywheel:
20% of every trading fee on Patch goes to a treasury that can only buy solana:AEPBdj3RViMJKCHM1xiVaM1VNuP7VbZRSN68gu5xpump and burn it. Anyone can trigger the buyback.

More pools → more volume → more burns.

The team is shipping:
✅ Pool + buybacks live day 1
✅ PATCH/SOL liquidity locked 365 days
✅ On-chain limit orders that earn fees while they wait
✅ SDK, swap API and hook-builder docs

Being honest: volume on Patch is still tiny and burns haven't started yet. That's the bet. If launchers start using hooked pools, the burn loop kicks in.

Most pads copy the same gimmicks. Programmable pools + a fee burn is a real leap.

CA: AEPBdj3RViMJKCHM1xiVaM1VNuP7VbZRSN68gu5xpump
https://t.co/rXNB21ufc6 | @usePatchtrade

I hold solana:AEPBdj3RViMJKCHM1xiVaM1VNuP7VbZRSN68gu5xpump. Not financial advice, DYOR.

[BigLlamaToe @bigllamatoe]

@UseqLAB post your ca here and ur website!

[BigLlamaToe @bigllamatoe]

Found a new idea in the trenches: $FI (Fun Index) 🧵

Every 10 minutes a bot claims $FI's creator fees, buys a basket of 10 https://t.co/LaTEgAq3dQ coins ($100K–$10M MC) and airdrops them to holders.

Hold 1M+ $FI. No staking, no claiming.

That's a real flywheel:
More volume → more fees → bigger baskets → more reason to hold → more volume

Holders get paid on every trade, not just the dev.

I'm in, and it works. 11 payouts in my wallet across 4 drops in the first 40 minutes. 👇

Why I like it:
✅ Mint/freeze off
✅ No bundle, no wallet over ~3% outside the pool
✅ Live product, airdrops landing on-chain
✅ Still under the radar at ~$175K MC
✅ Team is responsive

I asked the team if the 1M minimum will price out smaller holders as MC grows. Their answer: they'll lower holder eligibility at milestones "for the little guys." 👇

Risks:
⚠️ The team can hand-pick or ban basket coins
⚠️ The team cut is 0% now but adjustable, so keep an eye on it
⚠️ It's 3 hours old, so expect volatility

Every holder gets a free lottery ticket on 10 trench coins every 10 minutes.

CA: 4At7e5owcjguMyeYCjsyG9U6urLpwHqTQgmai2jXpump
https://t.co/nyWL5MnwRG | @indexxfun

I hold $FI. Not financial advice, DYOR

[BigLlamaToe @bigllamatoe]

@indexxfun Loving the airdrops so far 🔥 Quick question: is the 1M $FI minimum fixed, or will you scale it down as MC grows? At $1M+ MC, 1M $FI gets expensive for smaller holders, and a lower threshold would keep new buyers incentivised. Also, will the team cut stay at 0%?

[BigLlamaToe @bigllamatoe]

solana:7K52aYQW9rWGjwZmQ7o2d1P6E7bji6hSMsqaLy5EcxLh (post-quantum launchpad on Sol). Cool narrative, and the dev is genuinely shipping. Still passing. Here's why 🧵

The checklist looked good at first.
✅ Mint/freeze off
✅ Clean holder spread, no bundle
✅ Dev bag (1.75%) locked till Oct 2027
✅ Post-quantum wallets actually live

So why skip? I followed the fees.

Dev wallet:
GVsbAYYWAZDWZLLxXMzc8Y1ZSgLXJBD3SoJ5NfX6xQFr

Claimed ~317 SOL in creator fees since launch yesterday. This morning it moved 308 SOL to:
F5EhA1gJVTNhS43bbxQjLb8uGM5WW5kBRzNuRmF2T1db

Zero PQC bought back. Zero burned.

Launchpad treasury (gets the fees from every coin launched on the pad):
HuAiV7DT7TDWvRekmi8YxMetbeyEpogzBu51SaWr1BjW

~81 SOL claimed so far. 10 SOL went to EoAYQpbGm7d6odDYUev9mJypjhtaXLabZ7N4beLNS9C8 and was swept the same minute into a wallet holding 132K+ SOL, which looks like an exchange. No buyback, no burn.

Holders asked on X overnight: "where are the fees going?" and "buyback and burn?" No answer. The docs say nothing about token utility, buybacks or revenue share.

So holding solana:7K52aYQW9rWGjwZmQ7o2d1P6E7bji6hSMsqaLy5EcxLh = paying the dev's fees with nothing coming back to you.

Lesson: good tech isn't enough. Check where the money flows. If the fees only make the dev rich, you're the exit liquidity.

[BigLlamaToe @bigllamatoe]

@twinedotfun fix ur soicals on dex!

[BigLlamaToe @bigllamatoe]

Could solana:Eb2zbWj8a9oes8t4DC1kjuQEPWgjYCgjGSXqLoLpump be a super early gem?

Everyone's hunting memes while prediction market infra is quietly printing.

solana:Eb2zbWj8a9oes8t4DC1kjuQEPWgjYCgjGSXqLoLpump built the flywheel nobody on Solana has figured out yet.

Every bet placed splits a fee three ways. Automatically. On-chain. No admin key, no treasury, no committee.

Half gets burned permanently. Gone. Nothing can replace it. Every market priced in solana:Eb2zbWj8a9oes8t4DC1kjuQEPWgjYCgjGSXqLoLpump is mechanically deflationary, more trading, smaller supply, the float shrinks underneath you.

The other half goes straight to stakers. Non-custodial. Continuous. No trading = no revenue. Real trading = real yield. Then on top of that there's a season pool, resets every 5 days, pays out to the top 100 wallets by volume. Team seeds it with SOL.

One fee. Three hearths. All fed by the same thing, volume.

And the volume is real. 117 live markets. Github commits daily. UI getting rebuilt with live tapes and chart history from actual bet history. Open-source composable modules already deployed, outcome tokens, AMM, optimistic oracles, the full stack.

$58k mcap. Flywheel already spinning.

This isn't a roadmap. The burn is live. The staker revenue is live. The seasons are live. You can watch every hearth take its share block by block.

One fee. Three hearths. One fuel.

🦙🦙🦙🦙/5

DYOR - NFA just a llama on X.

Eb2zbWj8a9oes8t4DC1kjuQEdjGSXqLoLpump

https://t.co/0W1KZalqEe
https://t.co/KsvTk4ZUu8

[BigLlamaToe @bigllamatoe]

$KLED is at $23M mcap. Bain Capital backed.

$SCOUT is doing the same thing at $180K.

Scout AI licenses real-world photos and videos from contributors to AI labs and robotics companies. You upload, they review, SOL hits your wallet on-chain automatically. Same model. Fraction of the valuation.

The flywheel: dataset sales go to treasury, 20% buys back $SCOUT, 70% straight to contributors. Holders get a 1.25x reward boost. Scout Cloud (GPU compute rental) waitlist just opened. They cleared 100% of their submissions backlog last week.

Numbers right now: Mcap $180K. 356 holders. @EasyA_Kickstart launch, only a few weeks old.

Risks tho. $kled has Bain Capital. Scout has a Kickstart fair launch and a weeks old pool. Revenue is real but early. Scout Cloud is still unproven.

But can't ignore the $23M vs $180K for essentially the same product in the same sector on the same chain is a gap that needs a reason to exist.

I haven't found one yet.

🦙🦙🦙🦙/5 small bag.

DYOR - NFA just a llama on X.

EhkrQGCnGfVSJc118G1r1S9pxdFdPWJuSyz1iYKEASY

[BigLlamaToe @bigllamatoe]

Most solana dev tools still feel like someone built them in a weekend and shipped them.

solana:4BftRTrkgTjQL7ybTmuu7bRrN8cM6gX9aN25Kbfqpump doesn't.

They dropped a full npm package, a working monorepo, and mainnet examples yesterday. Chess and canvas. No wallet connect boilerplate, just sign a memo and you're in.

What it actually is: a command bus for solana. You send signed JSON envelopes to a backend and it executes them. Zod validation, idempotency built in, role-based auth, on-chain audit trail. The kind of primitive that games and agents and token-gated apps have been quietly building themselves from scratch for years.

Mcap is $190k. Gake is already in. The github is live, the examples run, the docs make sense.

The risk is real. Dev tool meta can be slow, and $190k only matters if builders actually adopt it. No adoption = no price.

But this is what builder signal actually looks like. Not a roadmap pdf. Shipped code.

🦙🦙🦙🦙/5 small bag, watching the github commits.

DYOR - NFA just a llama on X.

4BftRTrkgTjQL7ybTmuu7bRrN8cM6gX9aN25Kbfqpump

[BigLlamaToe @bigllamatoe]

Most privacy protocols are dead or dying.

Tornado got sanctioned. Elusiv shut down. Railgun is a ghost town.

And yet here's solana:Br1JxELQYP34YdRW4gbEPLasHEtyz8eCmT2FvmnYpump at $642k mcap shipping the thing every single one of them failed to ship.

The pitch is simple: bring privacy to where the money already is. Not a new chain, not a new coin to bridge into. A shielded pool sitting on top of solana. Deposit, transfer privately, swap through jupiter from a fresh address. The in and out legs don't connect back to you. The wallet is already on the chrome web store.

That's pillar one and it's live.

Pillar two is the part nobody's talking about. Confidential compute. You submit a job, your inputs leave encrypted, validators run it in a sandboxed wasm environment without ever seeing your data, a BFT supermajority signs off on the result. No single node can fake an answer. You get back something only you can decrypt.

Think: a lender scoring a loan without ever holding your raw financials. An agent running a signal without leaking it to the machine it runs on.

33k lines of rust. 407 tests. Security log fully public on github with every pre-mainnet bug documented and fixed. 7% treasury locked via streamflow for 6 months, verifiable on-chain.

Yeah the risks are real. Pre-mainnet, audit and MPC ceremony still pending as hard gates before launch. Small team with a lot left to ship.

But this is my strongest conviction play right now and i'm holding it long. Not flipping this one.

Privacy infrastructure that actually works. If this finds its product market fit and the tech suggests it can, $100m mcap is not a fantasy.

The chart hit $1.2m, retraced, now rebuilding at $642k. Structure is cleaner than it looks.

🦙🦙🦙🦙/5 Real tech, real transparency, real thesis. S

DYOR - NFA just a llama on X.

solana:Br1JxELQYP34YdRW4gbEPLasHEtyz8eCmT2FvmnYpump

[BigLlamaToe @bigllamatoe]

called solana:EmcxFTNVDqyLHp11NvwvLZ4D7LKGbG9i7B8RF7dwpump at $200k mcap. it's $4.3m now.
20x in 10 days.

[BigLlamaToe @bigllamatoe]

Gem worthy: solana:EmcxFTNVDqyLHp11NvwvLZ4D7LKGbG9i7B8RF7dwpump (c0mpute) launched 5 days ago.

what it does: decentralised AI compute powered by people's browsers, not data centres. you open the app, share your GPU, earn USDC. users get private, uncensored AI, prompts never stored, never logged. image gen just went live today and pulled $50 in the first hour. that's real revenue on day 5.

the tokenomics actually make sense. 100% of compute margin + a cut of every solana:EmcxFTNVDqyLHp11NvwvLZ4D7LKGbG9i7B8RF7dwpump trade flows into the treasury in USDC. half buys and burns solana:EmcxFTNVDqyLHp11NvwvLZ4D7LKGbG9i7B8RF7dwpump. half goes to stakers. supply shrinks as the network grows.

numbers:
mcap $200K | 24h vol $130K
LP 84% locked | vesting contract holds 10% locked on-chain via streamflow
top holder wallets (excl LP pools + vesting) all under 2.3%, very clean distribution at this size

mint authority revoked. freeze authority revoked. rugcheck score: 1/1. no flags.
dev @leyten is shipping every day, self-custody staking, agent API, NousResearch hermes integration, image gen, all in 5 days. the codebase is public.

risks: small mcap means volatile, product still early, network relies on people keeping browser tabs open, and $50/hr revenue is promising but needs to scale hard to justify a bigger valuation. anon team outside of leyten.

watching closely. this one feels different to the usual https://t.co/LaTEgAq3dQ noise.

not financial advice. just a llama on X

CA: EmcxFTNVDqyLHp11NvwvLZ4D7LKGbG9i7B8RF7dwpump...

[BigLlamaToe @bigllamatoe]

game looks pretty dope.

[BigLlamaToe @bigllamatoe]

you start broke with a used tender boat and a rented room on a mediterranean harbor.

everyone can see your boat. that's the whole game.

$RIV is the token for Riviera, a browser MMO on Solana. no download. you spawn on a shared quay, work the marina washing hulls and refueling boats for Credits, grind your way up to a sport cruiser, and flex it publicly. other players see your upgrades in real time. there's even a rare find mechanic, 3% chance each job to surface a diamond signet ring worth 4,200 credits that gets announced harbor-wide.

the docs are actually built. server-authoritative netcode. phaser 3 rendering. 20hz sim rate. postgres backend. this isn't a jpeg.

dev is @ShenResearch , early Solana Labs and Anthropic investor. publicly building in the open, sharing CAs, game teasers, and architecture docs. anti-rug mechanics written into the tokenomics: 5% fee on all transactions, 100% used to buy back and burn $RIV.

numbers: $400k mcap. $1.93m vol in 4h (497% vol/mcap). 949 holders. top 10 at 11.8%. dev holding 0%. 1b supply.

risks tho: https://t.co/LaTEgAq3dQ launch with sniper activity flagged on-chain. 21 snipers. 16.6% insider holdings. chart is early and choppy. multiplayer and token gate are still planned phases, not live yet. this is pre-product.

but the docs are real. the dev is doxxed. and a visible-status grind game with a buyback flywheel is a narrative that writes itself if they ship.

🦙🦙🦙/5 small bag. watching for multiplayer phase launch.

DYOR - NFA just a llama on X.

HREUDWzLtmJrMjav48RY9iPRJr9r8KoTBLjWNjdPpump

[BigLlamaToe @bigllamatoe]

this token is 3 hours old. i'm posting anyway.

lumen privacy is offline stablecoin payments on Base. text a number, no app, no internet required. USDC lands in a .lumen handle. works on a nokia from 2003.
the product is actually built before the token even launched. docs live, contract verified on basescan. deposit → split → mix → settle. $200 per send, 0.5% fee, on-chain privacy via fragmentation hops. this guy @LietzowStephen coded this.

mcap $110k. vol $227k in 3 hours. 100b supply fully circ. dev wallet 0%. top 10 at 20.7%.

$227k volume on a $110k mcap in the first 3 hours is either the best organic launch ive seen this month or its about to get messy. chart held higher lows out the gate. avg top holder entry $75k, still in profit.

risks are real: SMS keys custodial, no audit, privacy mixer narrative = regulatory target, SMS access still allowlisted.

but 2.3bn people own a phone with no data plan. if this ships, the market is enormous.

🦙🦙🦙/5 tiny bag. back in 30 days.

DYOR - NFA just a llama on X.
base:0xaf4e191361bebabe064118cb611416a8b3070b07