Phil

memecoin sommelier • cooking at @JigenLabs

[Phil @PhilOnChain]

opened phil's gamble room 🎲

what goes inside:
- coins i'm buying
- useful tools or tips to improve your trading experience
- feet pics (mine)

https://t.co/dCpwDFdOBP

[Phil @PhilOnChain]

plasma one is a really cool product

even @whop built on it

and $XPL chart looks crazy bottomed at this point, which is by proxy the cleanest way to get exposure on the neobank niche imo

will bookmark this and come back to it

[Phil @PhilOnChain]

plasma one is a really cool product

even @whop built on it

and $XPL chart looks crazy bottomed at this point, which is by proxy the cleanest way to get exposure on the neobank niche imo

will bookmark this and come back to it

[Phil @PhilOnChain]

@0xSammy i like it

[Benjamin Cowen @benjamincowen]

In a few months profits will temporarily flow out of TradFi (cool off phase after IPOs).

People will want to know where to put their money because everything already went up so much.

And there Bitcoin will be, ready to begin the next four year cycle.

[Phil @PhilOnChain]

almost there

[Phil @PhilOnChain]

will $hype flip $sol by end of june???

[Phil @PhilOnChain]

@_Jamisky i wasnt expecting this performance from tron

[Phil @PhilOnChain]

@Overdose_AI lmaoo

[Phil @PhilOnChain]

@RugpullRecords hope so

[Phil @PhilOnChain]

i was just thinking about this meta and i'm actually getting more bullish over time

2021 nft mania was mainly a single trend (pfp).
when pfp culture got tired, the entire market collapsed with nothing of real value left behind

tcg has multiple sub-categories (pokemon, sports, one piece, MTG, sneakers eventually).
collector crypt launched a one piece machine in march already

even if pokemon fades, the same rails move to the next category. and there are other use cases coming, like tokenized cards becoming productive defi assets you can borrow against etc

pokemon might just be the current driver, but this is something bigger

[Phil @PhilOnChain]

btc keeps bleeding but some onchain narratives are still printing. TCG is one of them

main play: $CARDS at $400m mcap. collector crypt is doing $90m + annualized revenue, and it's the only one among the big tcg protocols (beezie, courtyard) with a token. that makes it the cleanest benchmark for the niche

other smaller plays:

> $GACHA ($4m mcap), where you buy random NFT packs with SOL or USDC and sometimes win rare cards. lottery exposure to the same TCG demand wave
> $GRAIL ($540k mcap), holders get airdropped rare "grail-tier" pokemon cards. token essentially as proof of stake in the rare-card pool
> $PACKS ($1m mcap), every $50 of fees accumulated triggers a weighted lottery, drops a card to a random holder based on bag size
> $TCG (3.8m mcap), live card-ripping streams on pumpfun and twitch, community driven brand.

tcg is starting to look like the nft run of this cycle.
but with real demand from card collectors, real revenue, real product

the question worth sitting with: what happens to the whole stack if pokemon hype drops?

[Phil @PhilOnChain]

@Gnomonknows @mc33__33 ok

[Phil @PhilOnChain]

btc keeps bleeding but some onchain narratives are still printing. TCG is one of them

main play: $CARDS at $400m mcap. collector crypt is doing $90m + annualized revenue, and it's the only one among the big tcg protocols (beezie, courtyard) with a token. that makes it the cleanest benchmark for the niche

other smaller plays:

> $GACHA ($4m mcap), where you buy random NFT packs with SOL or USDC and sometimes win rare cards. lottery exposure to the same TCG demand wave
> $GRAIL ($540k mcap), holders get airdropped rare "grail-tier" pokemon cards. token essentially as proof of stake in the rare-card pool
> $PACKS ($1m mcap), every $50 of fees accumulated triggers a weighted lottery, drops a card to a random holder based on bag size
> $TCG (3.8m mcap), live card-ripping streams on pumpfun and twitch, community driven brand.

tcg is starting to look like the nft run of this cycle.
but with real demand from card collectors, real revenue, real product

the question worth sitting with: what happens to the whole stack if pokemon hype drops?

[Phil @PhilOnChain]

@mc33__33 @Gnomonknows nice

[Phil @PhilOnChain]

@RugpullRecords @PokeRescue Will check!

[Phil @PhilOnChain]

@waleswoosh I agree with this, it seems like most companies are just sheeps copying each other

Who’s going to trade on OS? 😭

[Phil @PhilOnChain]

@Velvet_Capital @tradexyz bullish

[Phil @PhilOnChain]

the btc short i put on as a hedge is sitting at +40% now.

unfortunate that it was this easy, but the cycle pattern is repeating again

it's hedge size though, so holding it open for the foreseeable.

i expect at least a 60k revisit, if not lower

[Phil @PhilOnChain]

@jave_gg Some people live in the multiverse

[Phil @PhilOnChain]

@fuelkek WTF

[Phil @PhilOnChain]

@lucainweb3 @animocabrands You’re crushing it!

[Phil @PhilOnChain]

@icobeast we all have stockholm syndrome