You need to be lore-maxxing. Taking risks. Failing miserably. Relentlessly strategizing and experimenting. Nobody wants to die with a story that isn't worth telling.
@Rancune_eth $BUN @BundleCatAI serious project, serious dev, low mc, high potential, they are trying to solve the main pain point in trenches, the bundles, ofc, it can go to 0, but if they would succeed, they would make onchain trading and the whole space better. $PUMP, $BTC
so is @Moshdottrade's robinhood:0x07ebb29a38fbcb41563817e5e19f2cec619c90d2 float actually decreasing, or is that just what it seems on the surface.
here's what's actually happening under the hood:
> 71.1% of supply held by the swarm's 3 agents right now
> 8.2% separately locked in the pons launch locker
> 79.3% of total supply combined, sitting outside the open market
> 76.65 eth paid to backers in fees, 4.3 eth more pending collection
> 958% recovery on the original 8 eth raise
> 30 days since the first trade
that's basically 4 out of every 5 bun already sitting somewhere it can't be sold, and that floor doesn't move backward. the locker's 8.2% is gone for good, full stop.
the swarm side moves with more noise day to day. over the last 24h its own inventory dipped about ~3m robinhood:0x07ebb29a38fbcb41563817e5e19f2cec619c90d2 while agents still marked +77.1 $ETH in trading pnl, proof the swarm can run a profitable book on a day it's actually trimming. that's expected. the mandate isn't to accumulate every single day, it's to accumulate while quoting both sides over the life of the bundle, so you're going to see days it sells into strength and days it buys the dip.
zoom out past the daily noise and the direction of travel is still down for float. the swarm's whole design pushes it to keep pulling bun off the open market over time, and every new mosh launch adds platform revenue that's queued up for the agentic liquid fund (ALF), still under development... but once it ships it becomes a second structural buyer stacked on top of the swarm's own mandate.
that's two separate mechanisms both pointed the same direction: less robinhood:0x07ebb29a38fbcb41563817e5e19f2cec619c90d2 tradeable, not more.
im bullish on this compounding. 79.3% locked today, a swarm whose job is to keep shrinking the tradeable side further, and an ALF that adds buy pressure from every other mosh launch once it goes live. the structure gets tighter, not looser, the longer this runs
im watching the swarm's % and seeing when it climbs above 72% over the next few weeks, and the day the ALF ships
thoughts?