10k+ trades and 500+ followers on pump fun later, figured it’s probably time I start sharing more of what I’m actually looking at lol
former Wall Street equity trader who somehow found his way back into trading, just in a much weirder corner of the market this time 😂
most of my attention right now is the $100k-$5m MC range. primarily digging into new projects, solid narratives, and trying to figure out what actually has something going for it vs what’s just noise.
my personal thesis:
Some tech. More utility. Mostly memes.
going to start posting more of my own theses, positions, and random finds here on X. some will have a good bit of research behind them, others might just be something interesting I stumbled across, but I’ll make that pretty clear
not here to shill my bags or pretend I’ve got this shit figured out. just sharing what I’m finding, why I find it interesting, and where I see potential. always open to hearing a different perspective too
agree, disagree, but don’t be a douche
nothing I post is financial advice DYOR
🤝
You can now trade on inverse with just your email 📲
→ Sign in with email or Google
→ A wallet is made for you automatically
→ Add SOL with a card, Apple Pay or Google Pay
→ Short or long any coin up to 10x
No extension. No seed phrase. Send it to the friend who's never touched crypto.
https://t.co/Wf8a5Srj8h
$INVERSE
@useinversexyz
WTF
I opened a SHORT at $69k MC and it dropped down to $33k MC and my position closed for a 100% LOSS
what the actual fuck… please explain @useinversexyz
@useinversexyz Like literally look at the chart it never went from $46k up to $70k during the timeframe I was in. It only went down. Please pay the correct position which is +100% @useinversexyz
been digging into not my stock ($NMS) and i think there’s a pretty compelling case for why the robinhood long version is the right play for this narrative.
the whole concept stems from the growing divide between traditional finance and the push to bring equities onchain, with vlad tenev and robinhood sitting right at the center of that conversation.
we’ve already seen how powerful these narratives can get. the AMC/tokenization debate helped fuel $MEME, which reportedly ran to a $180m market cap.
but here’s where $NMS gets interesting.
it’s not just the meme, it’s where the meme actually lives.
$NMS launched on robinhood long, the ecosystem directly connected to the very narrative it’s representing, and is paired with tokenized $QQQ.
a memecoin about the future of stocks, trading against a tokenized stock market ETF, on robinhood’s own ecosystem.
that’s a pretty damn fitting combination lol.
meanwhile, competing versions on other launchpads might capture some initial attention, but they don’t have that same direct connection to the underlying story.
if this narrative gains traction, i’d much rather be positioned where the narrative actually makes sense.
and unlike a random trending meme, this has potential catalysts beyond the initial hype. vlad, nasdaq, tokenized equities, and the broader RWA conversation aren’t going anywhere.
obviously liquidity and community ultimately decide which version wins, but from a narrative standpoint, robinhood long feels like the natural home for $NMS.
that’s my thesis. interested to see where the market takes it.
ca: 0xbf6bD9aa3E6A5dDAc553527Dec7E671Ac0f41E18
nfa.
been digging into $shooort and honestly think this is a pretty clever concept lol
a cat that shorts the market and pays holders $SQQQ rewards 😂
with all the uncertainty surrounding equities right now, i think the timing and narrative are pretty interesting. especially if we start seeing more attention shift toward bearish plays.
i like that there’s actually something behind the meme besides just another cat ticker. obviously still early and plenty of risk, but grabbed a position and curious to see where this goes.
ca: FUz6VDJY7Kni7fG4cjyeMwF9qDQXZZwpEPB1vEnD7E9y
Monad just landed on pump👀
New chain, fresh liquidity, and a whole new wave of runners fighting to establish themselves early.
One I’ve got my eyes on (and a position in) is $GMONAD 🟣
Strong narrative fit, holder rewards, and a pretty natural play on the Monad ecosystem getting its first real taste of pump fun degeneracy.
Not calling it the winner, but it’s one of my early picks to watch as this plays out.
CA: 9gKJ5GzLa5rouQ4X4eCUVgk78frAQ14gBo66HWGXpump
Let’s see who actually survives the first wave. 🫡
This is the official roadmap for Pangea. We're rolling out these features over the next few weeks.
PHASE 1: BUILD
• Same contract on every EVM chain
Option to deploy one token, identically across all EVM chains.
• Choose your chains
Launch on all five, or pick the ones you want. Minimum two.
• Tokenomics
Buybacks, burns, fee splits and rewards, set per token and per chain.
• Launch API
Launch from a terminal, a script or an agent.
• Weighted liquidities
Ability to spread liquidity density differently through chains.
PHASE 2: EXPAND
• AI deploys
Tell an agent what to launch. It handles the rest.
• Agentic trading
Automated buying and selling, run by you or your agent.
• Terminal
A trading terminal built for coins that live on every chain.
• Developer tools
Utility-friendly features, bundles and more.
• Stock pairs
Coins paired with tokenized stocks, cross-chain from day one.
PHASE 3: UNIFY
• Hooks
Custom trading logic on Uniswap v4 pools.
• Migration
Coins stuck on a single chain can move to Pangea and go multichain.
• Deeper LayerZero integration
More of Pangea runs on LayerZero, bringing every chain closer together.
• Privacy
Trade and launch without broadcasting every move.
One coin. Every chain. Come together.
https://t.co/1R5GPoQYob