RuggedSensei🥷

CEO of Ponzification 🌐 | Undermining DAOs since '21 | Weaponizing irony, one JPEG at a time

[RuggedSensei🥷 @RuggedSensei]

@freaz7 Gm Sire

[RuggedSensei🥷 @RuggedSensei]

@freaz7 Gm

[RuggedSensei🥷 @RuggedSensei]

@freaz7 Gm gm

[RuggedSensei🥷 @RuggedSensei]

@HanaPersona_ Always energized

[RuggedSensei🥷 @RuggedSensei]

I am my Pudgy and my Pudgy is me.

But y’all ain’t ready for that conversation.

[RuggedSensei🥷 @RuggedSensei]

@freaz7 He got both, a beak and a mouth.

[RuggedSensei🥷 @RuggedSensei]

@freaz7 This friend is definitely ready to party

[RuggedSensei🥷 @RuggedSensei]

@V_Agarwal_666 That’s the golden rule

[RuggedSensei🥷 @RuggedSensei]

Pudgy Party is pure dopamine.
Fall Guys chaos, Stumble Guys polish but with skins that pack special attacks. Smooth Web3 under the hood: play-to-earn items + tradable editions.
Already #1 in Racing & #10 in Action within 48 hours.
https://t.co/hnrCgl90G1

[RuggedSensei🥷 @RuggedSensei]

How to become a PRO trader 🚀
https://t.co/yS9Lha8zDN only after +200% (FOMO = alpha).
2.Go all-in. Diversification is for cowards.
3.The more trades per day, the richer (fees = donations).
https://t.co/EibAHMdc7K every Telegram guru. DYOR is overrated.
5.Plans are useless. Real pros never take profits.

Master these = guaranteed Exit Liquidity Legend 🥷

[RuggedSensei🥷 @RuggedSensei]

@Binansmartkid Just switched jobs from McDonald’s to KFC for a 5% raise. Early retirement loading… 🍗

[RuggedSensei🥷 @RuggedSensei]

@freaz7 I love this penguin

[RuggedSensei🥷 @RuggedSensei]

@freaz7 I can feel it 💙

[RuggedSensei🥷 @RuggedSensei]

👉 FDF has the hype and the numbers. The real test is whether it can turn short-term speculation into a long-term platform. Place your bets.

[RuggedSensei🥷 @RuggedSensei]

So @sportfun isn’t going to the moon forever?

The overall player marketcap went from ~$30M to ~$160M in just a day - starting at only $2M two weeks ago.
A significant correction was inevitable. Now we’re sitting around ~$66M (≈-60%).
What did you expect, infinity mode unlocked? 🤡

[RuggedSensei🥷 @RuggedSensei]

💀 Ponzi Speedrun
• Hype dies, new money stops flowing in → feels more like a Ponzi than a platform
• Whales cash out, pressure nukes prices
• Fees feel punishing instead of clever, casuals rage-quit
• No reinvestment, no new modes → platform stagnates
• TVL and market cap keep bleeding until nobody cares anymore

[Freaz7 @freaz7]

$3.7M in USDC (gold) are sitting on the sidelines in the @sportfun app. The question is, which players will it flow towards?

FDF is in the midst of the typical (and natural) correction after running from 2M to 160M over the last 10 days. But 75M is still huge and a massive testament to their successful GTM. Shout-out to @calebrebelo_, @AdamFDF_ and the rest of the team for absolutely nailing their launch.

This correction gives us some time to assess the market and draw some conclusions:

1. Don't underestimate how data driven football fantasy is. It's not about fame, not about impressions - we're looking for performance. People will instinctively ape the biggest names, but the best football fantasy users excell at gem hunting.

2. Performance volatility is good. You want players that win big - consistency is nice but getting top 3 every third game is better than ranging between 6 and 10 every week like clockwork. Cole Palmer, Erling Haaland, VVD (even though he's old), etc.

3. Huijsen is off to a strong start this season, his drop will probably end up being one of the bigger wins for early buyers. Don't forget to adjust slippage if you want to fight for players like him and Bellingham.

4. Tiny details matter in football fantasy. Look at Olise vs Pedri - Olise performed extremely well but scored a couple of points less because of a yellow card.

5. Check which players will participate in Champions League or Europa League matches. If they do, that's 6-10+ games more per season - and since less players compete, participating players have a higher chance of getting in the top5 during these game weeks.

6. We're still early and relative prices - regardless of MC - are not balanced yet. I expect some heavy recalibration towards strong fantasy performers. Since we're barely at the second game week, most users don't have access to enough data to properly assess. The users that are willing to dig through some data of past seasons have a massive advantage here.

[RuggedSensei🥷 @RuggedSensei]

Will be very interesting to see how this plays out. I actually expected a drop after it had only gone up over the last couple of days. A $80M market cap is still solid and gives more players a chance to get into the game.
Huijsen is my top priority for this drop, while Isak and Joao Pedro could be interesting picks as well.