The best narrative we have seen on usdc so far
a wrapped cat blowing up with 2 mill views in 14 hours!
@a1lon9 himself has been preaching that the trenches need another "cat coin" to "return to tradition"
Ca: DqUjBBbtnJutmLRNY2ZM8NzypJuMC3axeZQmxj3Mpump
The best narrative we have seen on usdc so far
a wrapped cat blowing up with 2 mill views in 14 hours!
@a1lon9 himself has been preaching that the trenches need another "cat coin" to "return to tradition"
Ca: DqUjBBbtnJutmLRNY2ZM8NzypJuMC3axeZQmxj3Mpump
The best narrative we have seen on usdc so far
a wrapped cat blowing up with 2 mill views in 14 hours!
@a1lon9 himself has been preaching that the trenches need another "cat coin" to "return to tradition"
Ca: DqUjBBbtnJutmLRNY2ZM8NzypJuMC3axeZQmxj3Mpump
🚨 FOR EVERYONE WORRIED ABOUT “MORE POKEMON TOKENS” READ THIS solana:SV151D5pjygAKA8aJJcKzm4wFnRX5G92Fye94jQJk7g
I’ve spent the last few hours digging into the collectible side of this because I kept seeing the same FUD.
“What’s stopping them from launching another Pokémon token?”
“What if another set replaces SV151?”
“Won’t there be infinite versions?”
After actually researching the market, I think most crypto traders are looking at this completely wrong.
🧵👇
The value proposition isn’t “Pokémon.”
The value proposition is SV151.
And that’s a massive distinction.
The reason collectors went crazy for Scarlet & Violet 151 is simple:
It’s the only modern set built around the ORIGINAL 151 Pokémon.
Not some new generation.
Not a random expansion.
The ORIGINALS.
Charizard.
Blastoise.
Venusaur.
Mew.
Mewtwo.
Pikachu.
Gengar.
Dragonite.
The Pokémon that created a multi-decade global phenomenon.
Here’s what crypto CT doesn’t understand:
You can create another Dynamic Asset.
You cannot create another “original 151 Pokémon” set.
That narrative already belongs to SV151.
Forever.
The funniest thing is people are evaluating this like a memecoin.
Collectors don’t.
Collectors view SV151 as one of the most important modern Pokémon releases ever made.
That’s why sealed product demand has remained so strong.
That’s why people are holding boxes instead of opening them.
That’s why supply keeps getting locked away.
Now add the onchain component.
Every pack acquired by the treasury is another pack removed from the open market.
Every trading fee can potentially strengthen the backing.
Every new collector entering the ecosystem increases visibility.
Every new buyer increases liquidity.
That’s a powerful flywheel.
And let’s be honest…
Most crypto narratives survive 3 months.
The original 151 Pokémon have survived almost 30 years.
Think about that.
One side is fighting for attention.
The other has already won the cultural battle decades ago.
My biggest realization after researching this:
People aren’t betting on a random token.
They’re betting on whether one of the most iconic collectible products ever created can become a liquid internet-native asset.
That’s a much bigger bet.
You can launch 100 more Dynamic Assets.
You can launch 1,000 more tokens.
You can launch new collections.
None of that changes one fact:
There is only one modern Pokémon set centered around the original 151.
And that’s why I think many people are underestimating this.
solana:SV151D5pjygAKA8aJJcKzm4wFnRX5G92Fye94jQJk7g 🃏🔥
Not just a token.
A liquid market built around one of the strongest collectible brands on Earth. 🚀
@tikopumps
+++ One thing I think CT is massively overlooking:
Why would they dilute the narrative that made this asset special in the first place?
solana:SV151D5pjygAKA8aJJcKzm4wFnRX5G92Fye94jQJk7g isn’t just another Pokémon set. DYOR - I spent hours on it tday..
It’s the only modern set built around the original 151 Pokémon — arguably the most iconic characters ever created in the franchise.
Sure, there are older vintage products tied to the original generation, but those are already priced in a completely different universe and are far harder to accumulate at scale. (1999). TBH you need Ms$ to accumulate them
SV151 sits in a unique sweet spot:
✅ Iconic underlying asset
✅ Massive nostalgia premium
✅ Strong collector demand
✅ Large enough supply to build a meaningful treasury
✅ Scarce enough to appreciate as supply gets absorbed
That’s exactly what makes it such a compelling first Dynamic Asset.
If you’re trying to build a liquid onchain market around a collectible, why move away from the collectible that everyone already recognizes?
The strongest brands don’t constantly reinvent themselves.
They double down on what works.
And right now, the original 151 Pokémon are one of the strongest collector narratives in the world.
My biggest takeaway after researching this:
The market is worried about what comes next.
I’m focused on what already exists.
A growing treasury.
A finite supply of sealed products.
The most recognizable Pokémon generation ever created.
At sub-$1M valuations, I think many people are still treating this like a token.
The moment they start treating it like ownership in a growing reserve of one of the most iconic modern collectibles on Earth, the conversation changes entirely. 🃏🔥🚀
Real men roundtrip generational gains because the plan is to make super generational gains, cause normal generational gains ain’t enough.
When the target is 100M to 1B, real men don’t sell it at 10M.