My TL is full of the same FUD:
“Elon Musk posts about SI or Super Intelligence almost every day, so why isn’t $SI moving?”
And somehow, they are celebrating it.
What they are missing is simple:
The $SI thesis was never about getting an instant pump every time Elon tweets.
It is about the AI → SI language shift compounding across governments, companies, products and culture while price consolidates after its first vertical expansion.
Anyone who identified this narrative early already knew Elon would continue talking about Super Intelligence.
$SI made an aggressive vertical move. Profit-taking, supply redistribution and consolidation are completely normal after that kind of expansion.
Now people are claiming there are no major catalysts left.
In reality, what we have witnessed so far is only the recognition phase.
The implementation phase has barely started.
A US YouGov poll found that 53% of respondents still prefer “Artificial Intelligence,” while only 9% prefer “Super Intelligence.”
Some will interpret that as bearish.
I see the remaining adoption runway.
SI is not yet a concept that everyone understands, uses or has priced in.
The transition has begun inside the government, while most of the public, media and corporate world still use AI.
If everyone were already saying SI instead of AI, there would be far less left to price in.
The real opportunity is the possibility that a world still saying AI gradually begins saying SI.
And there are still multiple potential catalysts ahead:
→ SpaceXAI completing its transition to SpaceXSI across its website, branding, products and corporate accounts
→ Federal agencies replacing AI with SI across public communications, reports and websites
→ The completion of the 60-day federal definition process ordered by the White House
→ New policy, investment, energy, chip and defense announcements from the Super Intelligence Force
→ Nvidia, Meta, Google, OpenAI and other technology companies adopting SI outside government events
→ Mainstream media gradually replacing AI with SI
→ The public searching “What is SI?” as the term moves beyond political and technology circles
→ $SI becoming the canonical meme and liquidity vehicle for this global language shift
https://t.co/5JC0kLp7B3 → https://t.co/a1lCSvyy7I and OpenAI → OpenSI have not been officially announced.
Presenting those outcomes as confirmed would be dishonest.
But ignoring their potential impact if this rebranding expands beyond government would be equally shortsighted.
Not every sideways range is automatically accumulation.
Volume, liquidity and holder growth still need to support the thesis.
But saying, “Elon tweeted and it did not pump immediately, so the narrative is dead,” shows a complete misunderstanding of how markets price emerging narratives.
Price is correcting the previous expansion.
The narrative is accumulating future catalysts.
The biggest catalyst is not Elon writing “SI” one more time.
The biggest catalyst is SI moving from Elon into institutions, companies, products and eventually everyday language.
Elon was not the final catalyst.
He was the beginning of mass distribution.
The FUDders celebrating short-term price action will understand the difference soon enough:
Price can consolidate while mindshare compounds.
I have no personal connection to Unipcs and I don't want to act up here, but I find it important that ppl understand how his play actually works.
The bundle on sidewallet theory simply doesn't make sense. He traded privately and publicly for years and most of his coins sent to the moon, so obviously he doesn't dump on anybody. If your theory is he eats all the supply and then sits on it, well that's even more bullish for his calls, right?
But I think that's nonsense.
What really happens is that Bonkguy has a reputation, a good reputation. Ppl know that he is 1) a goated trader (like Ansem said it 2 weeks ago on his podcast) and 2) that he holds with conviction for 7-8 figure PNLs. Therefore he can magically move charts AND, what is even more important, he continues to be right and the best all-time trader on fomo.
This reputation didn't come overnight; it was built brick by brick, play by play over the last cycle. He is known as "the Bonkguy" because he made that impossible Bonk trade early last cycle, turning low 5 figures into 8 just by hodling. He was underestimated and laughed at so many times during this time, but he always stood up to his conviction. Nobody could have foreseen how well $Bonk would perform. Ppl said the narrative is gay, called the top so many times, but he just chilled and shilled FOR MONTHS. Even after his great trade, he had only like 30k followers, and during the following bearmarket, nobody was really interested in his calls whatsoever. The reason his reputation did build up like this is because he was right again and again, and at this point nobody can argue that he isn't a great trader and one of the best HOLDERs as well.
All these theories about him being the cabal or a puppet or whatever smell very jealous and is overall very small penis behaviour, sorry! I followed him, when he had 30k followers and nobody gave a shit.
I personally always liked his deepdives and theories and think he has more insight into the trenchgame than most others. That he is a man of god, is only a plus for me. Being humble is a good thing, u Gen Z degenerates.
Based on that reputation, he can not only make his own holdings pump, but more importantly, create a massive volume of engagement. If you watch his wallets closely, u can see that he IS selling assets, but not the ones he is promoting. He gets sent literally millions in tokens from other projects that want his attention as well as the paired fees (like the Nvidia stocks). Not 600k, but enough to live from, which is crazy in itself!
And don't forget the X money. He has so much engagement and gained so many followers that I guess he is getting paid 6 figures in Elondollars.
Sometimes he even takes profits when he reaches his goals. But – cause he is the ultimative chad – he tells his followers beforehand so they can sell in advance. Still enough steak for him to eat, believe me.
So, he basically has created his own moneyprinter. If he were to lose that reputation, that would be a bigger damage to him than losing a bag (for example, his current holdings of around $640k solana:DEW9dSN6QpWyNthphCpMmAbZP1Q4cEKR9xQXAri98WDP ).
Technically solana:DEW9dSN6QpWyNthphCpMmAbZP1Q4cEKR9xQXAri98WDP does look amazing. DYOR (fr, just do it bro)
And Bonkguy will be right once again.
His midcurved haters, these sad little creatures, will cope and cry again.
i checked X today for the first time in a while
and the obsession with $SI is crazy
$SI literally has the highest memecoin mindshare in all of crypto right now
a lot of it is FUD from people who feel threatened
a crazy amount is coming from $AI holders
another portion is from holders of other coins who feel $SI threatens their bags
and then there's the camp saying it's dead because it isn't already at $100m
even i thought $SI had good odds of hitting $100m last week
it didn't, but still hit $70m, which is crazy impressive given how this market has been
it's mostly ranged and consolidated since, which is healthier
but calling this 'dead' here lmao?
i had to zoom out
then zoom out again
1. $SI was literally trading below $2m market cap just ONE WEEK AGO
read that again
it's now up AT LEAST 15x, or 1,500%, in one week (even with this pullback!)
and an army of some of the biggest influencers in CT wants you to believe it's dead
name ONE memecoin of the same age that has performed better
just one
and btw, $SI is literally TWO WEEKS OLD
2. since so much of the FUD is coming from $AI holders, i checked what $AI's early days actually looked like
it took $AI:
- 40 days to hit $30m for the first time
- 44 days to hit $70m for the first time
$SI hit $70m barely ONE WEEK after launch
and $AI had:
- two 90% dips
- AT LEAST five 50-80% dips
$SI hasn't even had a full 60% dip since launch
so watching someone holding $AI attack $SI while it is correcting with the 'it's dead' FUD is pretty funny
especially when $SI has consistently done over $10 MILLION in DAILY onchain volume for the past week
it's literally doing ~$13 MILLION in 24h onchain volume as i write this
oh, and it's funny how they've all suddenly become the $SI expert when they missed the whole trade and fudded it from $2m to $70m
sometimes you just need to zoom out and do your own DD instead of blindly accepting the narrative pushed by people with vested interests
i wish $AI the best and hope it does well
i have several trencher friends who have been very cool to me holding it, so i don't want to see it fail
Nathan, the Long eco founder/main AI figure, also published a very insightful post yesterday that clearly shows his vision
you can see how strategic and longsighted he is
it would be much better for the AI community to align with that vision and push the right narrative instead of spending multiple posts a day fudding $SI and telling everyone it's dead
because all that does is make them look threatened
and that makes you ask...
why are they so threatened?
it also isn't a great look for their bags
and could backfire when $SI starts its next leg up
i'll end with this:
i've documented my trades publicly for years
and i have NEVER won by taking a consensus trade
not once
every trade i've taken was hated and heavily fudded
people only started glazing and aligning AFTER those trades shattered records and proved the consensus wrong
just an observation
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I have $750K invested into solana:DEW9dSN6QpWyNthphCpMmAbZP1Q4cEKR9xQXAri98WDP.
This is my Hail Mary.
Either I pull off the comeback of a lifetime or this shit buries me.
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Moran Stella Yanai delivered the most persuasive confrontation to UCLA student Aidan Doyle in 2024, whose Instagram account was a Petri dish of Palestinian propaganda at the time.
He has been quiet ever since. Did she change his mind?