Sgt Pepper

[Sgt Pepper @billistic0405]

@aminvesting5 @saliencexbt https://t.co/7vJyonDlpx

[Sgt Pepper @billistic0405]

@5morewhooppers I remember the aerodome bull thesis because "revenue" without taking into account the emissions...

[Sgt Pepper @billistic0405]

Hearing a lot about the egg man...

[Sgt Pepper @billistic0405]

Your view on the employees/volunteers guiding you through the scanning process.

When I went I pretended to be noob and was underwhelmed by the assitant's knowledge.

Pitch was "Free money/ muh crypto" and couldn't tell me anything about the project. If I didn't know the protocol I would've through it was a scam definitely would not have scanned my eyeball

[Sgt Pepper @billistic0405]

@Crypto_McKenna @AustinBarack I don't understand the terrible transparency and communication...also keen to buy but feels like occam's razor might apply...something is rotten in the state of Denmark

[Sgt Pepper @billistic0405]

@0xShual Speculation that multi-chain launchpad is coming after launching cross chain swaps this week

[Sgt Pepper @billistic0405]

@AustinBarack @maplefinance Those drips just fall from the sky and aren’t an expense right….

[Sgt Pepper @billistic0405]

@gammichan Get One Up on Wall Street from Peter Lynch, filled with stories like this and it’s a good read

[Sgt Pepper @billistic0405]

@tzedonn @CantonNetwork true but in this case would say the $5bn number is closer to what would typically be considered MC than FDV...what's the point of fully diluted valuation if you aren't counting any dilution

[Sgt Pepper @billistic0405]

@Pickle_cRypto @rodeo_crypro @toptickcrypto Can calc SparkLend net revenue from reserve factors they recently increased https://t.co/bklVDSPmHm

[Sgt Pepper @billistic0405]

Scaling back into $HYPE
-Decent odds $13 at peak FUD is floor
-GCR bought $13 (even though it might have been short term trade), CT still follows the his calls so likely we get strong support at this level as well

[Sgt Pepper @billistic0405]

Bought some $NIL

Bull Case: $1.5
-Grass ($1.5bn FDV) unique AI infra project that has strong narrative but / issues with credibility
-ATH ($1.5bn FDV) decentralized compute
-Kaito ($1.3bn FDV) recent TGE that was successful

Base Case: $0.6 - $0.9
-Upper bound: Vana ($850mm FDV)
-Lower bound: https://t.co/CeUPkDGYQZ ($700mm FDV) / Red ($600mm)

Bear Case: $0.4-$0.5
Lot of crap in this range it should comp favorably to

[Sgt Pepper @billistic0405]

Have an AAVE bag - might see a rotation to other trump related projects like WLFI with Aave as the proxy. Aave gets 20% fees and has 7% of the total WLFI supply. I mean WLFI just sent ETH after it started aggressively buying today

[Sgt Pepper @billistic0405]

Billions must fart🫡 top blasted this one

https://t.co/gm7Fv8ElQH

[tflo💨 @tflo__]

My Fartcoin thesis:

Fartcoin is the only coin that gets funnier the higher the market cap gets. No other coin does this. Pepe, wif, mog, etc. ad nauseam. The aforementioned coins deserve all the flowers and should see much higher market caps, but the coins themselves do not become funnier as the market cap rises. Fartcoin does.

It is the perfect balance of ridiculous and PC. National news networks would never mention cum rocket on air. But Fartcoin? Slam dunk. These talking heads will point out the absurdity of crypto using Fartcoin as the butt of the joke, not realizing the joke is on them.

Tradfi cannot stop talking about Fartcoin. Once again, this group points out how ridiculous the name and market cap is. You will see endless posts along the lines of “I’ve studied finance my whole life just to be out-earned by some zoomer trading Fartcoin in his parent’s basement.” You never see this post with a coin other than Fartcoin. That’s mindshare.

Fartcoin has decoupled from truth terminal while somehow also still being lumped in with it. Fartcoin is now having its cake and eating it too. Goat does well? Fartcoin benefits. Goat doesn’t do well? Fartcoin is a meme of its own and on a different trajectory.

The slogans people came up with for Fartcoin are top tier. Hot air rises. All gas, no brakes. Fartcoin lol. Imagine the smell. Just put the farts in the jar bro.

Most of ct is in agreement that at least a handful of memecoins will have a 10-20b market cap with a select few sending to 50-100b mc. Why wouldn’t Fartcoin be in one of these two categories?

[Sgt Pepper @billistic0405]

Airdrop mechanism set up so that you have to pay $1.6 per coin to claim.

Currently trading at $2.25 so sets up a nice floor from here

[Sgt Pepper @billistic0405]

Airdrop play - buying some $SEND (Suilend)
Highest TVL on SUI, trading at $225mm FDV with listing on Bybit.
SUI sitting at $50bn FDV but limited ecosystem plays you can bid.

Compare to DEEP($900mm FDV), CETUS ($450mm FDV) and BlueFin($300mm FDV)

[Sgt Pepper @billistic0405]

FTM