as someone whose public memecoin trades did:
- $16k to $20m+ on $BONK
- $6k to $1m+ on $WIF
- ~$300k to $8m+ on $FARTCOIN
- low 6 figures to $1m+ each on both $PNUT and solana:7GCihgDB8fe6KNjn2MYtkzZcRjQy3t9GHdC8uHYmW2hr
- low 5/6 figures to $5m to $10m+ across $MAGA, $DOGEGOV, and the Roaring Kitty meta
all publicly documented last cycle
all while being clowned by an army of people telling me i would fail
over and over again
and over and over again, being proven right
i'm going on record again:
i believe solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk will be THE main memecoin play of this cycle
the next multi-billion-dollar $DOGE / ethereum:0x95ad61b0a150d79219dcf64e1e6cc01f0b64c4ce type runner
and here's the part people should pay attention to:
my conviction in solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is stronger than it ever was in any of the runners listed above
this is my signature memecoin trade for this cycle
the one i'm most willing to put my name and reputation behind
one day, people will look back at this period and wonder how solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk was sitting right in front of them
just like they did with the winners from last cycle
i've heard the doubters before
i know exactly how this movie goes
and i can't wait to be publicly proven right again
you can follow my solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk trade and watch it play out in real time on FOMO:
https://t.co/J39grZN8rY
everyone keeps raving about me these days
'bonk guy this, bonk guy that, blah blah blah'
funny how quickly people forget that i got absolutely clowned on all through the bear
tbh, i don't mind either way
i'm not moved by the glazing now, just like i wasn't moved by the clowning then
it's always the same dance
many seem to have forgotten that i came onto the scene out of nowhere in 2023 and turned $16k into $20m+ on a 6x leveraged solana:DezXAZ8z7PnrnRJjz3wXBoRgixCa6xjnB7YaB1pPB263 trade at the lows
many called it 'luck'
then i did it again with $WIF, turning $6k into $1.4m
then again with solana:9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump, turning low 6 figs into $8m+
low 6 figs to 7 figs on solana:7GCihgDB8fe6KNjn2MYtkzZcRjQy3t9GHdC8uHYmW2hr
same with $PNUT
and several others
all publicly
i eventually got wiped out on all of those gains on 10/10, but that's another story
and my track record wasn't just perps
last cycle, i turned low 5/6 figs into $5m-$10m+ on several plays including DOGEGOV, MAGA, Roaring Kitty meta tokens and others
ALL PUBLICLY!
many conveniently forget all of this whenever the market gets cold
but with all humility, i don't think there's another account in this space that has consistently spotted, publicly called and actually traded as many major plays as i have
it's one thing to larp
it's another to put your money and reputation on the line, stick to your thesis while everyone is clowning you, and wait for it to play out
and the funny thing is, my most impressive public memecoin trades aren't even my biggest or most impressive trades
i was printing generational wealth on memecoins years before i ever became 'bonk guy'
the whole bonk guy persona was just me having fun after getting bored for a while and needing a distraction
so why am i telling you all this?
because it puts into perspective just how bullish i am on solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk
solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is by far the token, memecoin or otherwise, that i'm most bullish on at these levels
i'm more bullish on it here than i ever was on my solana:DezXAZ8z7PnrnRJjz3wXBoRgixCa6xjnB7YaB1pPB263 trade at any point
and back then, i didn't even have a platform
you're going to be hearing A LOT about solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk from me soon, GOD WILLING
because i genuinely believe the move we saw from $4m to $450m last year was just a test pump
and the crazy part?
that wasn't even during a bull run
solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk has never experienced a bull run before
yet it still ran from $4m to $450m and is so far the ONLY memecoin outside of the Trump, Melania and Kanye West coins to reach that level since its launch almost 1.5 years ago
now imagine what happens when solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk finally gets to experience its first real bull run
i don't think most of you are ready for how aggressively this thing is going to move once it starts moving
and i think it's going to start moving sooner than most expect
the interesting new meme stock experiment on Robinhood chain today distracted many from the ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 Robinhood listing
meanwhile, every key metric for Pons keeps going vertical
Pons has now been doing roughly $800k-$1m in daily revenue for almost a week straight
and 80% of that revenue goes directly toward buying and burning ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241
there's literally ~$1 MILLION sitting in the buyback treasury right now
and it's being topped up at an increasingly aggressive pace as revenue continues to go parabolic
here's my interesting Pons theory:
institutional players are more aligned with Robinhood than with virtually any other chain
the Robinhood team is also infinitely more connected to institutional capital than most players in crypto
that network is a massive structural advantage for the entire Robinhood ecosystem
and ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 will be one of the biggest beneficiaries
it is currently the largest revenue-generating protocol on the chain
things are going to get VERY interesting for Pons
i don't think the market is pricing in what this ecosystem could look like yet
every key metric for $PONS is going up
and the acceleration is starting to get pretty insane:
β’ $284k revenue two days ago
β’ $390k yesterday β its 2nd-highest revenue day ever
β’ on pace for a new revenue ATH today
and this comes after averaging only ~$100k/day in revenue for the past month
but revenue isn't even the most interesting part
Pons market share hit 65% yesterday β a 1-month high, further cementing its dominance of the Robinhood Chain launchpad market
and here's where it gets really interesting:
the number of tokens being launched on Pons is exploding.
daily launches went from averaging ~2,000β3,000 over the past few weeks to:
5,500 β 8,137 β 12,642
in just three days
12,642 launches yesterday
a 30-day high
so $PONS isn't simply maintaining the same percentage of a rapidly expanding Robinhood Chain pie
it's taking an increasingly larger slice of it
the Robinhood Chain pie is getting bigger
Pons' share of that pie is getting bigger
and both are happening at the same time
that's the part i think the market is massively underestimating
if Robinhood Chain continues going parabolic, $PONS isn't just exposed to the ecosystem's growth
it's increasingly becoming one of the primary beneficiaries of it
the more the ecosystem grows β the more launches β the more revenue β the more dominance β the more $PONS gets fed
Robinhood Chain going parabolic may be far more bullish for $PONS than anyone initially realized π
this is starting to look like a very dangerous setup for anyone still waiting on the sidelines
@Juggernautrh@timmy_onchain@ColdBloodShill this is good to hear!
this is one of the strongest narratives on RH and it would be bad if it is killed by bad, impulsive decisions
imagine looking at this chart and thinking $MARSCOIN isn't going to giga rip soon π
now imagine watching all the meme stock action happening on Robinhood chain and thinking BNB chain isn't going to play catch up
i'm probably the biggest Robinhood chain bull on the timeline
my 'new cycle' bags are overwhelmingly dominated by Robinhood eco coins
but even i refuse to let bag bias blind me to what's happening
$AI on Robinhood chain hit $330m yesterday
it's at $270m right now
$MARSCOIN is the equivalent on BNB
by far THE most compelling meme stock narrative on the chain
and it's only $61m right now
then look at the bigger picture:
CZ has repeatedly said that RWA is one of BNB chain's key focuses heading into this new cycle
he was literally doing back-to-back real-life interviews last weekend saying the exact same thing
some of those interviews were in Chinese, so i know many of you probably missed them
but the message was clear
Robinhood and BNB are shaping up to be two of the key ecosystems of this cycle
you've seen the Robinhood chain explosion
soon, i expect the BNB version of that trade to start playing out
and $MARSCOIN is the cleanest proxy for it
which is why i'm paying very close attention here
of course, i'm not surprised if most people ignore this
they always do
then the thesis plays out
$MARSCOIN goes above $300m
and suddenly the timeline is full of:
'bonk guy is him'
you've seen this movie before
the opportunity is usually obvious in hindsight
i'd rather position before the crowd sees it
obviously, this is not financial advice
do with this information what you will
i've been hammering for so long that $MARSCOIN is THE play to watch on BNB chain this cycle
so much so that i accumulated over 2% of the supply and kept posting thesis updates on fomo explaining exactly why i believed this was going to giga send
now, after a month of consolidation in the $30m to $60m range:
$MARSCOIN just got listed on Binance Futures
imagine thinking this wasn't inevitable
Binance spot next, IMO
$MARSCOIN literally kickstarted the memestock meta on BNB chain a month ago
and objectively, if Binance wants BNB chain to have any chance of competing with Robinhood chain for the memestock narrative, they need to get behind it
and i think they know that
what makes this even more interesting?
this is STILL not a crowded trade
a huge number of people paying attention to the BNB ecosystem are not positioned
and the narrative itself is almost absurdly perfect
it was literally memed into existence by Elon Musk and @cz_binance
the richest man in the world + the richest man in crypto
'MARS COIN' i.e. it's headed to Mars
the narrative literally sells itself
and the more i think about it, the more $MARSCOIN reminds me of $SAFEMOON two cycles ago
except with a better narrative and without all of the bad stuff
$SAFEMOON was also a BNB chain coin and went on to hit a $17 billion market cap
but $MARSCOIN has something SAFEMOON never had:
paird with + reflections in $SPCX (the world's #1 Space/Mars/rocket company/stock)
stronger lore
a narrative directly tied to Musk, CZ, Mars and the memestock meta
and now Binance Futures validation
if you think Binance and CZ are still a force to reckon with this cycle, i'd genuinely be uncomfortable having zero exposure to $MARSCOIN here
because this is increasingly looking like one of those trades that becomes painfully obvious in hindsight
NOTE:
i called $MARSCOIN on fomo at $3.2m market cap i.e. much earlier than i did on X/TG
and i've been taking most of my new trades almost exclusively on fomo recently
if you don't already follow me on fomo, you can do that here via my ref link:
https://t.co/VM6w4wfwpE
i also have a $350k giveaway ongoing for active fomo refs, so you just might get lucky!
$JUGGERNAUT is a very good meme + Vlad's favorite meme
the narrative is literally one of the most underrated on the entire Robinhood chain
the ppl running (or trying to run) it need to stop being redards however
they pushed for a sudden, unnecessary migration when it was just starting to breakout
and they tried to do it in a way that is not equitable, while insulting influential chad holders with massive reach like @MacroCRG when they tried to advise
if they didn't do that...
who knows, it'll probably be above $30m now
i like the meme, but i've been too busy lately to pay attention to what's going on
if the 'team' stops being retards and allow it to run, it's going to run
if they keep being retards then idk
to be clear, i think the meme will be fine whether or not they migrate it to Pons: good memes are launchpad agnostic!
and i do get the advantages of migration e.g. with creator fees that allow them to push the project further
but pushing a sudden 'migration' on a Sunday evening that will result in a lot of holders losing out on tokens they legitimately purchased if they did not act that same day is pure evil
i want to go on record to say this:
IF they go ahead with any migration that does not make ALL holders whole at a 1:1 ratio, i'm gonna full stack my bags
and if a fresh juggernaut launches after that does things right i will support it instead
advice to the team if they're listening:
if you really intend to migrate, make sure ALL users have an opportunity to get the new tokens 1:1 and enough time to act
also maybe make it a stock pair and maybe pair it to HOOD or something
ppl are starting to realize something:
you can actually bid multiple coins and be up on all of them
the regime is changing
the ones still sitting on the sidelines waiting for the 'one trade' are going to be shocked at whatβs coming
many are simply NOT ready for how crazy this bull run is about to get
Seeing some of the top traders on FOMO (like Bonk Guy)
I think we'll be seeing a shift away from 1 coin maxis
And a shift towards betting your portfolio on multiple different sector/chain leaders
The main benefit is you can actually sell positions and not be crucified
also a point many people miss:
i have $11 MILLION sitting in my FOMO wallet right now
they said i'm up $7 MILLION or so in the past month or whatever
like, i could just go fck off and be relaxing on some beach somewhere sipping PiΓ±a Coladas or whatever
but bro i'm here bagworking a coin literally named solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk more than anything else and writing entire PhD dissertations about it just to make people see the vision
if i'm not super passionate about this, if i don't think this is THE memecoin of the cycle, i won't be putting so much of my time, effort, and reputation on the line for it
what's funny is that i'm not the only one with this level of passion and dedication towards USELESS
the USELESS community is filled with A LOT of people like this, more so than any other memecoin i've seen recently β i told you the community is cult-like!
i'm just the most high-profile one!
these are the kind of autistic bagworkers you need working for your bags
this is not a bug
it is an essential ingredient you should pay attention to and cherish as it is indicative of how high your memecoin is going to go in the bull run!
'the great question is why solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk?'
simple answer:
all memecoins are USELESS
and last time i checked there is a $30.6 BILLION industry of them
so you might as well buy THE one solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk coin!
longer answer:
(do note that this part is about to get REALLY long, but i'm in that mood and feel that some education is necessary so people really know what's in front of them)
many have always assumed that memecoin trading is pure luck
but that couldn't be farther from the truth
and there's no better person to take this from than someone who consistently took low 4/5/6-figure trades to $1m - $20m+ publicly on solana:DezXAZ8z7PnrnRJjz3wXBoRgixCa6xjnB7YaB1pPB263, $WIF, solana:9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump, solana:7GCihgDB8fe6KNjn2MYtkzZcRjQy3t9GHdC8uHYmW2hr, etc. last cycle, in real time, while everyone told him he would fail
and every cycle, i make a handful of high-conviction, concentrated bets on the memecoins i believe can massively outperform
i don't pick them randomly
i look for specific things
here's why solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk checks so many of those boxes:
1. narrative
dogs, frogs, cats, robots, politicians, celebrities...
crypto has turned literally everything into a memecoin
but guess what?
they're all USELESS
that's what makes solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk so interesting
it's essentially the final boss of the entire memecoin meta
2. historical performance
you might think the 'USELESS' narrative is too bland or boring
that's fine
but here's the thing:
some of the biggest memecoins ever had incredibly simple narratives
'S H I B'
what even is a shib?
a Shiba Inu
and that somehow reached a $44B market cap
so instead of arguing about whether USELESS sounds exciting, look at what the market has actually done with it
after solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN launched, almost no new memecoin was able to break $400m
outside of solana:FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P and YZY (one is the First Lady's coin and the second Kanye West's, so no surprises there!)
solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk did!
it went from roughly $4m to $450m ATH despite launching into some of the worst market conditions of the cycle
and here's the crazy part:
almost two years later, no other organic new memecoin has replicated that feat
NOT A SINGLE ONE!
USELESS has also consistently acted as one of the highest-beta memecoin plays against bitcoin:native
while maintaining strong relative OI and volume throughout the bear
that's not what you normally see from a small-cap memecoin
3. community
the solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk community is borderline cult-like
these people know exactly what they're holding
they'll literally tell you:
'yeah, we're holding a USELESS coin
so what?
it's still going to billions'
lmao
that's exactly the kind of community you want behind a memecoin
4. distribution
on-chain activity alone doesn't take a memecoin mainstream
distribution does
and solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk has spent the past year building exactly that
- Coinbase (biggest US CEX with 120 million users)
- Kraken
- Bitvavo
- Binance perps
- Bybit perps
- OKX perps
it has the infrastructure and exchange distribution necessary for retail liquidity to find it when the real mania arrives
and here's another interesting datapoint:
solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is the second most traded memecoin on both Coinbase and Kraken yesterday and today, behind only Dogecoin (a feat it has pulled off a lot of times since it launched over a year ago)
that's the kind of positioning you want before retail really wakes up
5. mindshare
this might be the most underrated one
solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk triggers people
crypto purists hate it because it makes crypto look 'useless'
crypto haters use it as an example of everything they think is wrong with crypto
memecoin purists and CT traders dismiss it because they think it's too boring
but there's one thing none of them can seem to stop doing:
talking about it
and that's the point
memecoins are essentially tokenized attention
DOGE had attention
SHIB had attention
PEPE had attention
USELESS has attention
you don't need everyone to like your memecoin
you need them to notice it
6. whale + smart money inflows
USELESS has consistently ranked near the top of Solana memecoins for whale and smart-money inflows
even during weak periods, it regularly shows up near the top
and the latest move wasn't random either
whales were aggressively accumulating USELESS before the move
i highlighted that publicly on X while it was happening
then the move came
7. decoupling
this is one of the biggest characteristics i've seen in the best-performing memecoins of a cycle
at some point, they stop caring what the rest of the market is doing
USELESS has repeatedly shown this
it was up ~50% yesterday while practically everything else on Solana was deep red
it's been outperforming while bitcoin:native and the broader market look ugly
and this isn't new
USELESS went from roughly $4m to $400m during the Iran-Israel conflict while the rest of crypto was getting obliterated
then it went on to make a new ATH after 10/10, one of the biggest black swan events of the cycle
that's important
because it shows USELESS can attract its own flows
and when those flows arrive, it can outperform aggressively regardless of what the broader market is doing
i could keep going
but this is probably the longest post i've ever written about solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk
so i'll stop here
the point isn't that solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is guaranteed to go up
nothing in memecoins is guaranteed
the point is that when you strip away the noise and actually examine the data, you start seeing something very interesting:
narrative
historical validation
cult community
distribution
mindshare
whale accumulation
independent flows
solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk checks a ridiculous number of boxes
and the funny thing is...
most people will probably only become convinced after the market has already repriced it
that's how these things usually work
welcome to my TED talk