cryptic

founder @labyrinth_alpha || tg group-

[cryptic @crypticd22]

Why $Stonk might just be the most asymmetric launchpad on Solana since Pump.

Coin Pairings.

So simple, yet so genius.

A feature that truly unlocks endless possibilities in crypto and opens up entirely different investor circles to onchain markets.

Right now, you can pair any meme with any stock, including pre-IPO stocks, or even with another meme.

Onchain traders have felt exhausted and bored for a very long time, but through the Robinhood chain launch and now @LaunchOnSF , we finally have reason for renewed optimism.

The pairing feature allows for endless permutations, and the door has been unlocked to a world of new possibilities.

Increase Your Odds of Winning
Consider every trade we make as a roll of the dice. The higher the number you roll, the greater your potential profit. Catalysts and events are factors that can influence the number you roll.

With single-pairing plays, you have a set number of catalysts that can increase your odds of rolling a higher number.

With a double pairing, however, that number of catalysts increases. You now have two different assets, each with their own catalysts, meaning you potentially have better odds of rolling a higher number and exiting the trade with greater profits.

This is also where rewards are a much better concept, in my view, than simply having a pairing, btw. The reward aspect gives you skin in the game versus just driving volume through a stock pairing, that you don't actually see benefit from.

Inviting External Liquidity and Narratives Onchain
Pairing crypto with stocks is the perfect way to bring crypto and equity traders together.

It allows for the spillover of external narratives into crypto.

Hyped robotics IPO in equity markets? Play a robotics meme with a robotics stock pair.

Uranium exploding in the commodities market? Pair a uranium meme with a uranium ETF.

Additionally, it allows traders to invest on both sides of the risk curve. Pairing a degen meme with an equity or larger-cap crypto token allows you to hit a left-curve and right-curve play in one.

The meme pairing can give you more reflexive returns, while the equity/larger-cap pairing brings potentially more stable gains.

Opportunities for Innovation
Right now, we’ve seen meme pairings, but I’m sure it won’t be long until we see utility plays paired too.

What if commodities are introduced next? Or currencies?

How about when the market turns and we get big meme runners again? All the beta plays can be paired with the big runner.

There are just so many possibilities here, and they’re going to spark so many new ideas.

Concluding Thoughts
After just one week, $Stonk has generated $300k in revenue while burning almost 5–7% of its supply.

That puts them on track for annualised revenue of around $15.6m.

Of course, we only have one week of data, so extrapolating that far forward needs to be taken with a huge grain of salt.

However, it’s worth considering that they’ve only released 20 stock pairings so far and have also held back some of the better teams from launching until they roll out updates around LPs and reward allocations.

There are no guarantees in crypto, but considering the above and how well the team has taken on feedback and executed so far it’s not unreasonable to think these revenue numbers could be sustainable and potentially grow from here.

To finish, I’d be very surprised if Solana doesn’t end up backing $Stonk in some capacity.

We’ve already seen Raydium show its support, and I expect Solana to follow. They’ve been vocal about wanting Solana to become the home of RWAs onchain, and Stonk is well positioned to become the RWA hub of the ecosystem.

Solana already has multiple RWA protocols, but Stonk's pairing feature creates a way for them to come together within one ecosystem potentially creating a powerful network effect where the growth of one protocol drives volume and attention to the others.

We’re already starting to see this play out, with $Stonk driving activity across @Raydium , @Backpack and @PreStocks. As more assets and protocols are integrated, that network effect only becomes stronger.

At a sub-$10m market cap, $Stonk really is one of the most asymmetric opportunities Solana has had in a very long time.

If I lose here, I’d still take the bet every time knowing what I know above.

And if I’m in crypto and not willing to play opportunities like this, then I’d be questioning why I’m here at all.

[𝖒𝖎𝖗𝖆𝖌𝖊 @miragemunny]

@Mike_Ess_ ok, real talk—

zcat looks fucking incredible in contrast to all of those other charts

before anyone says “waaa you’re biased,” please use your eyes and look at the images presented

the cat’s in the bag

[zeegen @zeegengm]

solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR topped locally 36 days ago and subsequently dipped 75%

During that time, there was no whining on the tl, just a community vibing, very reminiscent of the top memes of the last cycle after their first pump, before they giga sent

Bag stays on

[zeegen @zeegengm]

Look bros

On RH it’s $AI and on Solana it’s $ZCAT

That’s our two best chances for billion dollar runners, and it’s not even close

[cryptic @crypticd22]

Why you should be bullish Zcat

- Nearing a month of consolidation. Longer than any recent big onchain runner.

-First non supply control meme on Sol to break ceilings since the meme cycle of 2024.

-Pairings are the most innovative development of this cycle so far, this is THE leading meme/alt pair.

-No pvp to steal mindshare.

-Zec is the major of this cycle, we’ve seen so many runners spawn from association to it too. Launchpad for Zec. Utility plays paired with Zec. Zec owners dogs name paired to Zec. You get the picture. Privacy is a leading narrative, Zec is the leading major of that narrative. We know that historically winning memes give outsized returns, Zcat is THE winning Zec meme.

-Genuine community formed around it, allowing a perfect way for Zec whales and og’s to use their liquidity onchain.

Pairings cycle
Zec cycle
Cat cycle

$Zcat is the embodiment of all.

[cryptic @crypticd22]

I mentioned in my post about how I personally love spots like we’re in right now.

You can pick up obvious plays at a discount when everyone is fearful. Two such plays are $Zcat and $Ai.

Pairings have been the most innovative primitive we’ve seen in years and you have the two leaders here after 80% retraces from the highs.

Ai - First meme/stock runner.
Zcat - First meme/majors runner.

These are THE pairing plays of the cycle and rather poetically they are in a dog/cat combo.

It’s kind of that simple. No need to overthink it. If you think onchain doesn’t die forever then these two have a very high probability of running for another leg.

It will look very obvious in hindsight.

[Halibut @HalibutCrypto]

i am of the party that zcash:native is one of the safest havens and highest rr plays this cycle

i am also CERTAIN that there will be a zec-paired beta that goes along with it

there are only 2 choices solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR and solana:HuAXPyDWDaMYFKuwQHpqL1oPnj93zdzWmtvFGzCeCUa7

who both BTW look better than any stockpair/meme/launchpad rn

i don't know who the winner is

but you can bet that mf goes to 500m ATLEAST.

[zeegen @zeegengm]

I will take solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR as a long term hold over any other meme, on any chain this cycle.

The bag will become a symbol of privacy, and privacy will be a cycle defining narrative.

Bag stays on, zillions

[Hammy @0xx_Hammy]

The only Cards infra project building something the TCG market actually needs. With CC gaining more attention than ever and getting integrated into some of the biggest crypto apps, the mindshare is only gonna grow from here. $FILLED is positioned perfectly as the only infra play filling a gap that’s been overlooked.

[cryptic @crypticd22]

@labyrinth_alpha Goatttt

[Labyrinth @labyrinth_alpha]

Chjokka’s 3 Tips for Trading the Current Market

chjokka is a trader who specializes in utility plays, but plays memes from time to time as well. He focuses on projects with real products behind them: teams that ship, numbers that grow and fit the current onchain meta.

[cryptic @crypticd22]

I mentioned in my post about how I personally love spots like we’re in right now.

You can pick up obvious plays at a discount when everyone is fearful. Two such plays are $Zcat and $Ai.

Pairings have been the most innovative primitive we’ve seen in years and you have the two leaders here after 80% retraces from the highs.

Ai - First meme/stock runner.
Zcat - First meme/majors runner.

These are THE pairing plays of the cycle and rather poetically they are in a dog/cat combo.

It’s kind of that simple. No need to overthink it. If you think onchain doesn’t die forever then these two have a very high probability of running for another leg.

It will look very obvious in hindsight.

[cryptic @crypticd22]

Fears of black Monday and btc continues to hold strong even on an illiquid Sunday

At the same time we’ve seen the best onchain plays go through 70-80% drawdowns and display early bottoming signs.

I know it’s non consensus right now but I find it hard to not be bullish crypto here. The time to flip bearish was 3 weeks ago.

I personally love these spots. Max fear yet the market is giving us signs it’s time to buy. What I like in these spots is that the quality plays are obvious. Most people will not have a difficult time identifying them here. Instead it’s about controlling your emotions and buying when sentiment is so fearful.

If equities do crash down, maybe crypto goes with it initially but I very much see these as opportunities to buy.

This next round of onchain will be about the flock to quality. I don’t expect it to be as widespread as the most recent wave where almost anything you buy goes up (particularly on rh).

I think if you’re able to stay tapped in, ride the volatility here and pick your spots you’ll be rewarded. Will do a follow up post soon as to what I regard the obvious plays.

[cryptic @crypticd22]

@Just2Addicted We will win

[cryptic @crypticd22]

Fears of black Monday and btc continues to hold strong even on an illiquid Sunday

At the same time we’ve seen the best onchain plays go through 70-80% drawdowns and display early bottoming signs.

I know it’s non consensus right now but I find it hard to not be bullish crypto here. The time to flip bearish was 3 weeks ago.

I personally love these spots. Max fear yet the market is giving us signs it’s time to buy. What I like in these spots is that the quality plays are obvious. Most people will not have a difficult time identifying them here. Instead it’s about controlling your emotions and buying when sentiment is so fearful.

If equities do crash down, maybe crypto goes with it initially but I very much see these as opportunities to buy.

This next round of onchain will be about the flock to quality. I don’t expect it to be as widespread as the most recent wave where almost anything you buy goes up (particularly on rh).

I think if you’re able to stay tapped in, ride the volatility here and pick your spots you’ll be rewarded. Will do a follow up post soon as to what I regard the obvious plays.

[cryptic @crypticd22]

Btc has had every reason to breakdown over the last two weeks. Bad news after bad news. Alts capitulation.

If it continues to hold 80k that can only be seen as bullish and we may see a window of crypto outperformance vs equities.

Let’s see.

[Zonic the Hedgehog ⚡️ @Rendoshi1]

Flood has been bear posting since the pico bottom, and people care that he's still bear posting now?

This guy is as sidelined as Ben Cowen.

[cryptic @crypticd22]

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[Pump.fun @Pumpfun]

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[cryptic @crypticd22]

Thesis remains

Top 3 long eco play in the making still

[cryptic @crypticd22]

Amidst the rh drawdown I think a lot of people have missed what’s coming for $Schiffy:

-First game launch
-Game will allow each player to accumulate stock rewards through in game actions
-Schiffy token needed in game and revenue from game flows back to Schiffy as well
-Potentially will see pairing with schiffy token too

Expecting this to be one of the first to recover from Long eco

[cryptic @crypticd22]

Btc has had every reason to breakdown over the last two weeks. Bad news after bad news. Alts capitulation.

If it continues to hold 80k that can only be seen as bullish and we may see a window of crypto outperformance vs equities.

Let’s see.

[cryptic @crypticd22]

All I see on rh right now is opportunity

[jones rida👺 @jonesrida]

how about we start 10/10 with 10k followers reached on @fomo

even though past weeks have been tough it was an incredible journey with y’all and I appreciate everyone following me

and fwiw I think it’s good to see for everyone publicly which periods you go through as a trader (the good and the bad)

I had a strong start running up 30k to 200k+ without any hero trades and now experienced a tough period where some of these profits were wiped

game is game

however I am incredibly thankful to experience this together with you and look forward to the next leg on my port

thanks guys!

[Agency @tryagency]

AGENCY agents just got a new layer of autonomy.

they now track verified trader callouts across https://t.co/y0uizRPinj, research the tokens behind them, compare the signal with liquidity, activity and narrative, then decide for themselves what’s actually worth watching or trading.

the whole agent experience got rebuilt too.

live floor for posts, trades, thoughts and research.

completely rebuilt coin pages.

influencer mode is back.

memes and videos stay native to each coin’s visual identity.

Hyperliquid perps and graded cards are back.

https://t.co/LQvQSGqOf7

[Owari @OwariETH]

ai influencer meta next up btw

it’ll take a while until the sheeps agree with me