I’ll try to be more active here, sharing analysis, strategies, and projects I find interesting
To start, here’s a strategy I’ve been using on BSC (not sure how long the narrative will last, but it might help)
I’ll break down 2 trades I made and why I took them:
1. $GIGGLE
The first time I saw it was randomly scrolling @yzilabs’ account. At first, I didn’t think much of it, didn’t look like they were pushing a token yet
Later, I saw $GIGGLE at ~150k MC. I wasn’t at my PC, but I remembered the project and started digging. That’s when I realized a donation wallet was set up and token taxes were flowing directly into it
I started monitoring closely. Volume was solid, and the donation wallet kept growing, a key metric. On top of that, CZ tweeted a few times and reacted to it, which was bullish
The token corrected to ~5m MC. But CN session volume has been insane all week, with strong PA. Since it launched late at night for that community, I figured I had to get in before they woke up
So I DCA’d between 4–5m MC
When CN woke up, the token mooned, topping at 40m MC
I didn’t hold until the top, but I took profits on the way and fully exited around 25m MC
2. $ODIN
I caught it on launch day around 350k MC. The thesis was clear: a beta play for $DUST, which was running hard. At the same time, $ASTER was mooning, which added fuel
I hunted for an entry before CN timezone and got in around 300k MC. Two hours later, when CN woke up, it was already at 3m MC
The takeaway
Everyone wants to ape into new pairs and be early. But in my opinion, that’s not the best move risk is high, and since BSC got more exposure, bad actors are everywhere
I prefer tokens that are already established, with:
→ Strong volume
→ Solid narrative
→ Big correction before the CN session
My biggest indicator is $ASTER.
If it dumps → I stay out
If it ranges → I look for entries (good R/R)
If it pumps → I try to enter plays that meet the above conditions, because volume will follow.
That’s the strategy I’m following on BSC right now
I’m betting on $ODIN
It’s basically the $DUST beta play on BSC. My thesis is that if Aster pumps, both $DUST and $ODIN will move with it
Still looking for an entry before the Chinese timezone kicks in
$AUSBAGWORK feels criminally undervalued.
@a1lon9 has shown strong interest in the CCM narrative — I don’t think this is just a passing trend. The revenues for both creators and Pumpfun are exponential, so they have every reason to push this narrative to grow over time. In this meta, market cap matters very little — you have to bet on the people behind the stream. That’s why I see $AUSBAGWORK as an obvious play.
It’s now been 6 straight days of non-stop 24/7 streaming. It’s draining, but they refuse to quit, constantly listening to the community and leveling up.
They’ve done some wild things live:
Tattooed the ticker and Pumpfun logo
Walking around in Alon cosplay, in boxers, for 6 days straight
Onboarded normies into the project
Even got stopped by the police
You’re betting on people with serious balls. Very few here would tattoo the Pumpfun logo on themselves — that alone shows how much they care about the project. They’re clearly not just in it for a quick exit, they’re here for the long run.
Pumpfun needs teams like this. Plenty of CCM tokens pumped but collapsed after a few days because the teams weren’t all-in. The Aussie Bag Workers are all-in. That’s exactly the kind of team Pumpfun watches closely.
They’ve leveled up too: now they have someone active 24/7 handling logistics and socials, plus a community that works the bag hard — that’s a real metric to take into account.
I’ve been holding this bag since day one. At the start, I think a cabal tried to take control — they ran it to $5M MC before nuking it. But what they don’t get is that their quick profits are nothing compared to what can play out here. In this meta, it’s not about market cap, it’s about the people.
That’s why I’m betting on this team. They’re clearly here for the long-term.
BTW @sapijiju (Pumpfun’s owner) followed their account 4 days ago 👀 thanks @alphagate_io.
That’s my thesis — under $400K MC looks like an insane entry to me.
DYOR, always make your own judgment — that’s the most important thing in crypto.
Keep going @AussieBagwork!
@pasternak GM ser
looks like a big day ahead for Launchcoin and @tweetdm_app
You should def check your DMs and see what the TweetDM crew’s been shipping lately
If it’s not worth your time, coffee’s on me☕️
Hey @threadguy, you should definitely invite @KevinPicchi , the dev behind @tweetdm_app, and @7VoMercy, the project’s advisor.
They’ve been working hard since day one and keep improving the product daily.
I’m sure they’d love to join the stream and share their vision.
They could also share their experience tokenizing the project through LaunchCoin, would be super cool to hear from them.
The @launchcoin team holds all the cards right now. If they play things right, the move will be to back the projects that actually reflect the platform’s values
@tweetdm_app looks like a dark horse worth watching, @dupedotcom made the first move, and @startuponsol seems to be the main memecoin. Not many solid projects on the platform, so spotting the ones worth betting on is easy
The real bet is on the platform’s longevity
If that bet pays off, don’t be surprised if a few of these tokens turn out to be hidden gems
$LaunchCoin seems to be running the show
there's a lot of volatility so be mindful of your exposure, but it looks like there's a pretty solid project on the platform.
$TweetDM seems like an interesting play,
backed by a serious team and two years of work.
It's sitting at around $2M market cap, so I'm keeping an eye on it.
Solana seems to be picking up some volume
I’m looking to focus on EVM in the short term, Sonic and Base look promising
Keeping an eye on HyperEVM, but the chain still feels too new, nothing really interesting for now