007 ( ͡° ͜ʖ ͡°)

WAO

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

The $TROLL thesis is pretty clear to me

1. The OG Meme Legacy
$TROLL isn’t just another memecoin, it’s internet history. Born in 2008, Trollface is as instantly recognizable as Pepe or Doge, yet it’s only now getting its shot in the spotlight.

2. Community-Driven & Battle-Tested
This coin has already stared down a 90% drawdown and lived to tell the tale. The holders are here for the culture, not just the chart. That kind of conviction can’t be faked.

3. Un-FUD-able by Design
With $TROLL, there’s no such thing as bad press. Anyone trying to FUD it is literally feeding the meme. The only response needed? “U mad bro?”

4. Redemption Arc for PUMP
After PUMP’s launch was met with heavy FUD, $TROLL is the perfect meme to put the spotlight back on the launchpad in a way that’s authentic. Unlike other launchpad supported memes, the community chose $TROLL and the whales followed.

5. Binance Breadcrumbs
The alpha isn’t even new as Binance added it to their alpha list month ago. In the last hour they top-blasted $240K into $TROLL months ago. You think they’re planning on losing money here? Neither do I.

6. Compare this meme to other memes that have crossed $1B on Solana. I’m not going to put any community down, and the market environment is currently different than in the past. But the memetics and community potential of $Troll is objectively greater than most previous runners.

7. Path to $5B
Once price discovery cools and new baselines form, it’s on the community to take this from cult status to mainstream. $1B is the layup. $5B is the mission

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

““Infrastructure accessible to autonomous agents not just humans with credit cards.”

You’re not wrong, you’re just early. $Squire

[Chris Gilbert @0xgilbert]

100% correct that a company selling inference doesn’t need crypto to do so. Anthropic, OpenAI are generating millions a month each without any crypto rails assisting them.

You enter your credit card details, maybe take a photo of a government ID, and you’re on your way.

AI inference doesn’t need crypto. But crypto enables these companies to be more than just another inference provider. Something that OpenAI cannot:

- a marketplace where inference is a tradable asset, not just a metered service
- infrastructure accessible to autonomous agents not just humans with credit cards
- a permissionless or even accountless service without KYC gatekeeping
- a composable financial primitive, derivative, future, etc. on top of computer capacity

Thinking of crypto business as normal businesses with as new payment rail is a failure of imagination. An end state with crypto enabling a decentralized and uncensorable marketplace where agents trade compute capacity as a financial instrument settled onchain 24/7 is completely foreseeable.

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

@0xgilbert 🫡

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

@tylerdurdeth Hi @0xgilbert would love your take on this.

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

Every year or so I go big on one tail risk asset. In November 2024 I went big on Fartcoin. In April 2025 my concentrated bet was on $Troll (still hold half btw).

My concentrated bet as we wrap up this bear cycle in the next few months is $Squire. Have that feeling again.

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

@chartingthemkt Screams “we need any and all people to be exit liquidity”

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

@Mxnny_D1 @IgorTradesX @0xReflection Who’s talking like that? You are correct and decent chance it’ll happen again

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

I agree with most of what you’ve said lately (MegaEth was a terrible call, but you can’t win them all). But I still think $SOL has a shot on a longer time horizon. It’s still by far the best user experience in crypto, and outside of Eth is the only L1 with any network effect. IMO it’s all L1s die off or Solana rises very high. But sure, $20 is possible.

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

@PeterSchiff Gold’s one-time-every-15 years bull run is stalling out, so Peter is going to be doom posting $BTC well into his cognitive decline. I just hope he lives long enough to witness $1 million per Bitcoin

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

Certainly not an argument to buy crypto in the short term.

Most individuals are going to be forced buyers of the IPOs through passive index investing (or even active funds). This is where float will matter, but these IPOs could make up 2-5% of passive funds. This is where early investors in these IPOs get their exit liquidity.

So step 1: Funds totaling 10s of trillions of AUM are rebalancing away from existing stocks to make room for SPCX, Anthropic and OpenAI.

Step 2: IPOs (except maybe Anthropic) become tremendously overvalued based on fundamentals.

Step 3: contagion effect. AI companies cannot justify their valuations + initial investors taking their profits = narrative that AI is overpriced

Not something to act on now and time horizon could be extended by continued fiscal dominance. But eventually money printing is the only thing that can keep us out of darkness, which is when I’d want to own crypto. Late cycle Boomflation scenario.

I will say I believe the majority of returns have been made on AI stocks, but there is still plenty of potential to run.

Last point: Forward PE ratios are not at bubble levels yet, but they are quite elevated.

What I’m looking for is the next capital rotation. Mega Cap tech > chips > memory / energy has happened so where does capital rotate next or is it more of the same for now?

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

@benjamincowen Maybe at the macro level. But every cycle there are a few alts that destroy Bitcoin in price appreciation during the bull. It’s usually pretty easy to identify them too. Timing exits is where people get rekt.

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

@IgorTradesX @0xReflection Probably because they ignored tokenomics and inflation and simply bought the asset that represents the best user experience on a block chain by a country mile. Unfortunately for them, price is not driven strictly by user experience.

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

We are at the foothills of the most extractive IPO season in the history of humanity. I agree we at the foothills of technology improvement but we’re priced like we are getting ready for the last leg of the summit. Enjoy the next 1-2 years though! The fun will continue for some time

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

@BAYCBoshi @greenytrades @1DayAtaTime33 It also might NOT be a miss

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

There is a working product. There’s just been zero marketing, no one wants to hold onto a tail risk asset in this type of market. For it to come back @GhostHash1 needs to keep shipping and they need to grow users and awareness.

I think they hired a head of business development - but he’s not someone anyone has heard of…

In other words - a lot needs to go right, but if it does that assymetric risk upside is insane.

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

@Cryptoze No. AI isn’t transacting in human manipulated-sovereign currencies or physical assets. Crypto may change dramatically but it’s the future.

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

I don’t really blame Dfarmer. You have horrible market conditions. @GhostHash1 hasn’t really done much to instill confidence in the short term (probably because he’s focused on his Berlin presentation). If he delivers a strong product that people want to use - and they can market it effectively - the project will fly. If not - zero

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

@EbonyBostock @benjamincowen This is the question that is asked every cycle, and the outcome so far has been “a lot of people”

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

And for what it is worth, this upcoming IPO wave is ABSOLUTLEY a transfer-of-wealth event. This is what the financial system is designed for.

I am not on the side that believes the market will crash immediately upon these IPOs. It will take some time. It would be too obvious if retail became exit liquidity so brazenly fast. Retail is more financially savvy than ever and the wealth extractors can’t afford for people to lose faith in the financial system. The eventual collapse will take place in the future (18-36 months is my prediction) and will be under the guise of something else - either an inflation shock or a credit event.

If I am wrong and the IPO extraction event is brazen, I believe this will create financial nihilism, which will actually speed up the digital currency economy - though not in a healthy way.

$SPCX $BTC $SOL $ETH $HYPE $TROLL

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

$BTC has no intrinsic value and is going to zero.”

Stocks have intrinsic value because they generate cash flows, earn profits, and sometimes pay dividends.

Maybe.

But let’s be honest: the entire concept of “intrinsic value” is far less objective than people pretend.

Humanity built an enormous industry around discounted cash flow models, valuation frameworks, and financial jargon. Over time, enough people benefited from the system that everyone collectively agreed it made sense.

People don’t buy stocks because of dividends.

They buy them because they believe someone else will pay more in the future.

The best-performing stocks of the last generation paid little or no income. Most investors never exercise their voting rights. Valuation multiples expand and contract based on narratives, liquidity, and sentiment as much as fundamentals.

I participate in that system too.

Most of my net worth is in stocks and real estate. My career exists because of capital markets.

But it’s becoming increasingly obvious that a major paradigm shift is underway.

AI is going to fundamentally reshape how the world works. Long term, that’s likely a positive. Short term, there will be disruption.

Crypto sits at the intersection of that transition.

AI agents will need to transact. They won’t use physical cash. They may eventually reject human-manipulated monetary systems altogether and prefer digitally native forms of value transfer.

Whether that’s Bitcoinor something we haven’t built yet remains unclear.

What seems far less clear to me is the idea that decentralized digital money has no future.

Many people spent the last decade dismissing it.

I suspect many more will spend the next decade regretting that decision

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

$BTC has no intrinsic value and is going to zero.”

Stocks have intrinsic value because they generate cash flows, earn profits, and sometimes pay dividends.

Maybe.

But let’s be honest: the entire concept of “intrinsic value” is far less objective than people pretend.

Humanity built an enormous industry around discounted cash flow models, valuation frameworks, and financial jargon. Over time, enough people benefited from the system that everyone collectively agreed it made sense.

People don’t buy stocks because of dividends.

They buy them because they believe someone else will pay more in the future.

The best-performing stocks of the last generation paid little or no income. Most investors never exercise their voting rights. Valuation multiples expand and contract based on narratives, liquidity, and sentiment as much as fundamentals.

I participate in that system too.

Most of my net worth is in stocks and real estate. My career exists because of capital markets.

But it’s becoming increasingly obvious that a major paradigm shift is underway.

AI is going to fundamentally reshape how the world works. Long term, that’s likely a positive. Short term, there will be disruption.

Crypto sits at the intersection of that transition.

AI agents will need to transact. They won’t use physical cash. They may eventually reject human-manipulated monetary systems altogether and prefer digitally native forms of value transfer.

Whether that’s Bitcoinor something we haven’t built yet remains unclear.

What seems far less clear to me is the idea that decentralized digital money has no future.

Many people spent the last decade dismissing it.

I suspect many more will spend the next decade regretting that decision

[007 ( ͡° ͜ʖ ͡°) @SeeEnEffTee]

@franco_dm79 @cryptofergani That plus the financialization of $BTC. Options, perps, etc. - all moves are exaggerated.