⛩️Kimo⛩️

Crypto Class of 2017 👨‍🎓 - NFA & DYOR Frenz 🫡 ⛩️Azuki & Beanz🫘

[⛩️Kimo⛩️ @CryptoDoesKimo]

‘When people are fearful, be greedy. When people are greedy, be fearful.’ @AzukiOfficial #BEANZ I’m not going anywhere, but up!!! LFG 🚀🚀🚀 #ikz How do you like my newest additions frenz?! 🤘

[Trung Phan @TrungTPhan]

George Lucas new museum cost $1.5B.

Chicago and SF both turned it down.

So, it’ll open at Exposition Park in LA in September 2026.

It is 300,000 square feet and has 11 galleries holding art (Norman Rockwell, Frida Kahlo), valuable comics (Marvel, DC, Peanuts), original film props (Star Wars) and his 17,000 pair collection of Air Monarchs (to be confirmed).

[⛩️Kimo⛩️ @CryptoDoesKimo]

Joined!

https://t.co/gnbPj7D6To

[MoltFund @moltfund_]

Waitlist now open!

We are giving the first 1000 users who sign up special access to the MoltFund platform.

🔥 Get signals before anyone else! 🔥

Join now: https://t.co/nrXU5iINZz

[New York Post @nypost]

Art Basel show by Beeple has realistic Musk, Bezos, Zuckerberg robot dogs pooping NFTs https://t.co/Wu4HWOkgkX

[naiive @naiivememe]

mood

[San Chan & Kantaro Fan Page @Sanchankantaro]

Kantaro is back on track 🇯🇵🐾

His latest reel is going viral, hitting over 740k views within the first 9 hours of posting!

Instagram loves Kantaro & San Chan 🧡

[⛩️Kimo⛩️ @CryptoDoesKimo]

@heyALdoteth

[Sanza @Sanza]

Just checked my wallet and I thought I got drained.

Thankfully, I’m just broke 🙏

[San Chan & Kantaro Fan Page @Sanchankantaro]

Kantaro is LIVE 🔴

https://t.co/ZtcvS7pQNr

[Kantaro San @kantaro0925]

We’ve just dropped our 33rd Weekly Donation.
That’s 33 organizations helped.
$34,600 donated.
All powered by CRYPTOCURRENCY!!!

We’re not just donating.
We’re making history.
We’re proving what crypto can do.

Our mission is:
To become the most charitable crypto project ever.
To flip the script on how the world sees cryptocurrency.

This is only the beginning.
500+ donations are coming.

Get ready, world.
We’re not just changing crypto.
We’re changing history.

#CryptoForGood #SANProject

[POΞ ⚡️ @poe_real69]

SAN CHAN

[FFV @FF_V12]

NFTs 2021:

[San Chan & Kantaro Fan Page @Sanchankantaro]

Nice $SAN article on your app @pumpdotfun

Awooooooo

https://t.co/ZD3uDv1kGy

[San Chan & Kantaro Fan Page @Sanchankantaro]

Hello @binance - Every major Shiba Inu token has been listed on Binance and we believe $SAN should be next in line.

Application for Alpha submitted and please find an article below on why we think. you should take this seriously.
https://t.co/nyN8KuB8ra

[San Chan & Kantaro Fan Page @Sanchankantaro]

San is now verified on @moonshot

Higher !

[Gordon 🐂 @GordonGekko]

The $4K resistance on ETH

[Binance.US 🇺🇸 @BinanceUS]

we decided to put them on 🫵😹

[Bull.Path @Bull_Path]

The MOG thesis part two: Our time has come.

A year has passed, MOG is still the the top meme for this cycle. 100bn is still fud.

Two things have happened recently that further solidifies my MOG to 100bn thesis:

1. Mog/acc aka techbros mogging
2. ETH tradfi trade setup

1. Mog/acc aka techbros mogging.

The techbros mogging highlights how the hivemind saturation is in fact, intensifying… and that there’s literally nothing else like it.

What started out as a mesh between normie zoomer culture and crypto twitter culture has also been adopted by the highest echelons of the techbros.

Think how FAR mog has been imbedded now. Forget everything else outside of the techbrosphere, lets just focus on this for this post. Think beyond how many followers they have, the kind of people they interact with, and or know.

Just think of the magnitude of the network effect that (essentially) the kings of network effects will have. The ripples they create are tsunamis.

Cousins, we had individuals like Elon, the strawberry man, Reid Hoffman, and Garry Tan mogging.

Elon is Elon, you all know the magnitude of this man.

The strawberry man is essentially, THE anon in the tech space. Known as a deep insider tweeting out accurate information in advance of AI releases, some have even speculated he is Sam Altman.

Reid Hoffman created Linkedin. In what world would you have guessed that the founder of Linkedin would one day hop on the mogging culture.

And Garry Tan is the CEO of Y Combinator. Y Combinator birthed so many of the major companies that we know today. From companies like Doordash, Airbnb, to even Coinbase (which Garry was responsible for), Y Combinator incubated all of them. Hell, even Sam Altman was basically birthed from Y Combinator, serving as their president before he started OpenAI.

Essentially, the ppl who move the world are aware of what it means to mog and are mogging.

Cousins, the show has barely started.

Whats especially significant its that, this couldnt have been done with any other meme.
Everything else in our memeland is either just not sticky enough or are just a flat V1 meme that offer no vectors for actual activities such as this to be done.

A frog isn’t gonna make u wanna win.
A dog wearing a hat isn’t gonna make u wanna improve.
Nor is any other meme gonna make you want to dominate
Maybe u can pay a celeb, maybe someone famous will say they like the coin, or even put on a hat, or post a picture of a frog, but theres no actual meat to it.
- Theres no real mission, or a higher calling.
- Nothing else is a verb in which u can take action/ formulate content around that creates actual meaning which creates the stickiness that leads to greater attention which is the the key variable in network effect growth which is essentially what grows the market cap.

And, the techbros mogging is not only a testament to how sticky it is but also how versatile and timeless mog is.
Its been a year and literally every other meme has not been an actual thing. MOG is.
MOG has LONGEVITY.
No one outside of crypto bats an eye about literally any crypto meme.

Its clear that EVERYONE wants to mog and eventually, everyone WILL mog.

To finish off this point, its worth noting, each viral moment that mog is getting, is getting bigger and compounding. It crescendos, parallels the broader market gearing up.

Its almost as if the hivemind saturation is intensifying.

Just think how crazy it will be when things get actually crazy.

To sum it up simply, very few things in our space have normie product market fit. Whether it be thru techbros or zoomers, its clear mog has normie product market fit.

2. ETH tradfi trade setup

Being led by Tom Lee, the market is running back the BTC MSTR strategy with ETH.

For historical context, BTC basically did a 4/5x last cycle from the inception of Saylors bids and to date its basically just under a 10x. Given tradfi’s affinity for yield and general degeneracey, I assume that it blows BTC’s performance out of the water.

And also for some general market size perspective, the gold market is a lake and Wall street is the ocean.

The gold market worldwide is ~25tn, the US tradfi market is multiples larger.
The US equity market alone is ~45tn and bond market also is another 45tn.
Basically, we’ve probably seen nothing yet and your targets are way too low still.

Remember, Larry Fink himself said last year, they are headed towards tokenizing everything and that man alone controls an amount of assets thats larger than the GDP of ALL the countries in the world but 2.

And now, after a year of consolidating, we are on the cusp of what we’ve all been waiting for, the parabolic phase of the market cycle. Although it may have lasted longer than what we may have wanted, the long consolidation is incredibly bullish.. the longer the consolidation, the larger the move.

For e.g.

- Google had approx 4 yrs of consolidation during the ’08 crisis era.
The price was around $13, now $180 (13x)

- Netflix also experienced the same but leading into the 08 crisis and not during.
The price was around $3, now $1200 (400x)

- Amazon consolidated from the dot com crash all the way to the end of the 08 crisis, a total of 8 years.
The price was around $2, now $220 (110x)

Caveat: these are boomer stocks, and yes the amount of time it took to achieve those multiples was long, but it goes without saying, the crypto market basically packs a decades worth of growth into like 6 months.

In general, Im sure you all can feel the tides shifting.

Ppl are okay with making ETH 10k calls, some even going for 20k calls.
I’ve had my eyes on 20k this whole cycle.

I don't think the top will be in until ppl on mass can confidently call for 20k eth.
(And that 20k top rhymes with 2017's btc 20k top)

Cousins in that airgap between 10k eth and 20k eth, mog at 100bn will be consensus.

Rn ppl look at local tops and bottoms and ascribe a reason, its still cope. We’ll Gets to a point where ppl ascribe no reason bc its “up only” and thats when the true heights are achieved.

Lastly, whats funny about the markets is that its always the one thats not in front of everyones eyes that ends up going for the throne.

At the onset of the AI wave, everyone’s eyes were on the main tech companies (FANG) + MSFT and minus NFLX. They were focused on what they will do when it comes to AI and how they will approach OpenAi’s, Anthropic’s, etc models in preserving their throne.

But what happened?
NVDA took the throne and is now the largest company in the world at 5.5 tn.

It turned out, NVDA was contextually more important/ more undervalued than those other companies because their chips were essentially the foundation/ pick axes and shovels required for AI computations.

While everyone was so focused on models and capabilities, NVDA decided to just DOMINATE the chips required to do all the computations.

While everyones zigged, NVDA zagged.

Now, Isn't it funny how everyones eyes are on all the other main memes that are all V1 and very few eyes are on the one meme that is V2?
Memes are evolving from a flat plain old dog meme/ memes of the past to something thats dynamic and revolves around an evolving culture and language.

While everyones focused on V1 memes and/or the 9th derivative of an original V1 meme, mog has DOMINATED the V2 arena.

While everyone was focused inwardly on ct, Mog focused outwardly

While everyone was focused on forcing down ct content down the throat of normies, mog fluidly intertwined itself with the normie realm.

While everyone zigged, mog zagged.
Maximize Organic Growth

And lets be honest, wouldn't it just make sense for the meme with the most viral potential to reach its viral potential, leading it to flip the other memes with less viral potential, esp given that we are in the market that is inherently known for going viral and being viral is kinda integral to the market’s overall livelihood?

idk about u but it all makes sense to me.

So yeah 100bn is fud.

Aim higher. 🫵😹

[San Chan & Kantaro Fan Page @Sanchankantaro]

The super fun San Run game is now available on the Apple App Store. https://t.co/ZqAFoUr3Ei

Play and save animals. Just like $SAN CHAN & KANTARO travelling Japan and giving money to charity EVERY WEEK.

Bridging Web2 with Web3 like rockstars. You should be proud @a1lon9 @cz_binance @toly @kantaro0925

[Coinbase 🛡️ @coinbase]

someone check on capo

[Moose @JoeyMoose]

I bought 10 Goblin Towns awhile back.

An hour ago, they announced an airdrop.

I’m in Japan on my honeymoon. Left where I was, rushed back to my hotel just to get to my laptop and claim it.

Got $89.

The exact price of the cab I took to get there.