exal

the only thing that matters is realised profit, anything else is noise.

[exal @exploreralone0]

理智的观点，但是谁在乎呢，所有人都在拥抱泡沫

[mz / https arc @mzgete]

Not talking out of jealousy or any of that but Kimchi joining @Pumpfun and dropping the link in his YouTube vlog is the clearest signal yet that the platform has finished its transformation from a trench tool into a celebrity extraction machine.

The guy’s entire public identity rests on an unverified $40M (sometimes $50M) claim from the official TRUMP launch in January 2025. No wallet has ever been publicly verified with entry, size, and exit that matches the number. The story spread because Orangie interviewed him days before the launch, he said he’d stop at eight figures, then TRUMP printed and he went quiet while posting lifestyle.

That’s the folklore. Multiple write-ups and on-chain digs have pointed out the absence of concrete proof. People still treat the number as settled fact and are now lining up to send him money through a coin.

He put the @Pumpfun profile in the description of the “october 2026” vlog. Alon publicly framed him as the first trader to cross into actual pop-culture celebrity status and the model for the next wave of retail. The associated Kimchi / Aura Final Boss coin immediately ran to tens of millions in market cap. Holders and randoms are shipping supply and volume to a profile that just appeared, on the strength of a legend that still has no public on-chain receipt. He already has the lifestyle, the cars, the meals, and the quiet exit. He does not need the bags. The trenches are feeding him anyway.

This is what @Pumpfun has optimized for. Low friction plus creator rewards plus social trading means the highest-ROI activity is no longer finding a coin early or building something that holds attention for more than a day. It is attaching a known name, a vlog, or a verified profile and letting the platform’s distribution and the culture’s reflex do the rest.

Celebrity launches and “onboarded” KOLs now print faster and cleaner than most organic trench plays. The platform takes the fees either way. The identity of the trenches—scanning, sizing risk, catching the meta before the narrative is fully packaged—gets replaced by “who did Alon just post and whose YouTube description has the link.”
None of this requires believing Kimchi is lying about everything. It requires noticing that the verification bar for extracting from the platform has collapsed to “people say he made a lot once and he posted the link.”

When a platform’s growth strategy is signing the unverified legends and letting the community fund the next chapter, the original skill set and culture get crowded out. The coins still move, the volume still prints, and the trenches keep getting told this is the future of onboarding. The difference is that the future now looks a lot more like paid lifestyle content with a contract address than anything that used to define the game.

This is another reason I left the trenches. @Pumpfun turned the whole thing into a machine that rewards the celebrity package over the actual game, and once that became the dominant meta there wasn’t much left worth staying for.

[exal @exploreralone0]

这绝对是非常重要的事件。kimchi 在 7月份的推文浏览量接近30m，他是最知名的交易员

他的pump账号转入6.5m pump , 3m btc ；不论是否来自pump空头，能看出来他们合作很深入

看了他的 youtobe 上的vlog，展示了很多次pump玩偶，也提到很多次

这是一个能带新的大机会，但出现的 kimchi 还是炒冷饭

[alon @a1lon9]

Kimchi is the first person to truly cross the chasm between crypto and pop culture; the first ever example of a trader becoming a celebrity.

He represents exactly where we’re heading: a massive social trading ecosystem that onboards retail and grows to 10x the size we were last cycle.

The next wave of users does not come from CT - it comes from the masses - and we're proud to have Kimchi help us set the creative direction that will pave us on the path to a 100x larger ecosystem.

[exal @exploreralone0]

@eth_cedric what happened

[exal @exploreralone0]

@Cbb0fe @Avg__Enjoyer 💯

[exal @exploreralone0]

@0xSunNFT @LumaoDoggie 💯 改动对于项目长期有益，但是太影响短期情绪了

[exal @exploreralone0]

@hexiecs 还有jz ，因为will说过的话都做到了，甚至很多都给了惊喜。所以我相信他说的 jz 和 claudia 丧尸短剧，也许能在抖音传播，同时广场直播在开发

能看出 will 想把jz做成好榜样，dev捆绑了25% ，truman 做底池，手续费 50% 销毁

市值很小，哥可以用小号买

0xfa8aa59f25b64875ec8436eabe407c080d587777

[exal @exploreralone0]

@hexiecs truman / jz 值得补到百一

dev 开发能力强，懂市场运营，背景好（ex flap / pmarc、nina 关注）

ai influencer 赛道好，进可搞短剧甚至可以在抖音发，退可币安广场直播

很多利好待落地，比如说：丧尸短剧在抖音火了、和 claudia 互动了、广场直播被互动、项目上新、甚至和bnbchain 接洽

[exal @exploreralone0]

@hexiecs 真买了 我的哥 😀

[exal @exploreralone0]

@koshercockney what happened world

[exal @exploreralone0]

666

[Will (World Model 世界模型) @WillTheRapper_]

We're making a cinematic TV series entirely with AI

No human actors. Starring AI stars @jacksonzhangai and @claudia_onchain

Here's the first trailer

A new era of entertainment begins here

[anabology @anabology]

I wrote the lyrics for this song, and Claude did the rest

"Don't let me scroll" by Claudia

[exal @exploreralone0]

回撤了很多，都是在大幅盈利后上头追高

目前的流动性还是挺差的，追高很多都是接盘，反而大部分盈利都是因为抄了底部死拿

一直不想晒截图，因为总感觉晒了就代表这轮结束了。但是这一个月来一直亏损，决定先落袋部分等下一次轮动

这段时间先忙一忙手头事情，学一学code，想一想下轮可能会有哪些新的

[exal @exploreralone0]

@theunipcs 💯💯

[exal @exploreralone0]

昨晚我在 5-6M 买入0.4% varx，很快两次触及10M，是目前 robinhood chain 最有势能的币

如果你认为 robinhood eco 会触底反弹，押注 Commander Vrax 也许是个不错选择，止损放在3.5M

[Unipcs (aka 'Bonk Guy') 🎒 @theunipcs]

@ika_xbt below $10m:

- $VRAX
- $BOW

thank me later

[exal @exploreralone0]

@Cryptochunshui 👋👋

[exal @exploreralone0]

@btc_xhxh @vladtenev 👋👋

[exal @exploreralone0]

@lanaaielsa vrax

[exal @exploreralone0]

不可思议的经历

long AI influencer

[Will (World Model 世界模型) @WillTheRapper_]

https://t.co/qhT5XmW0dU

[exal @exploreralone0]

1、2 猜想已经验证，期待 3、4

如果押注 ai influencer , 这是 good r/r

[exal @exploreralone0]

一个人很难快速搭建一个launchpad，更别说类似 agency，也许有 flap 的帮助？

发射台上线后，bsc 会有这种 dev 吗，也许很少，需要团队打开一波玩法

dev 金库有230bnb没有移动，也许会用于开发、回购？

pmarc、nina 关注，dev 说和 bnbchain 接触，good r/r

[Trumanpad @trumanpadai]

Trumanpad goes live on @BNBCHAIN in less than 48 hours

Still cooking... 🧪

[exal @exploreralone0]

加上 pacman 的 @trenchdotcom

[exal @exploreralone0]

休息了，关注几个指标：

1. btc etf 流入情况；关注日 5% 以上波动，关键位置

btc 突破情况下看

2. robinhood chain : 关注pons交易量做趋势 ； 打开 vlad 小铃铛

3. bnb chain ：做牛来/marscoin 趋势 ； 有没有新的5/10m标的

4. pons 上涨，关注生态币和 useless

5. ai influencer