Even with $SPACEHOOD pushing near ATH, I don't think most people understand the full thesis yet:
This is the same machine under the hood as $AI, just different alignment... for now.
→ Long launches $SPACEHOOD
→ Nate buys $SPACEHOOD alongside $AI on FOMO with his own funds in a show of alignment.
→ Nate publishes his SPACEHOOD thesis on FOMO
→ LONG airdrops $NVDA tokenized stock to diamondhand SPACEHOOD holders
→ LONG begins strategic buybacks of 3 OG tokens - $SPACEHOOD is one of them
→ Nate continues posting breadcrumbs alluding to bigger plans for the diamond hands
→ Same underlying machine as $AI - except SPACEHOOD is aligned with $SPCX instead of $NVDA
→ ~$200K+ already generated in fees with $0 claimed so far.. How long before that becomes hard to ignore?
→ Not many KOLs positioned yet (uncrowded trade)
→ Undervalued beta to $AI with exposure to @SpaceXAI
→ And a founder who has repeatedly shown he hasn't forgotten about it
Feels like one of those trades where the pieces are sitting right in front of everyone, but attention hasn't quite caught up yet.
It will be obvious in hindsight.
What did I miss?
Up and up.
BLUEPRINT on how $MOO works & why you should care
TLDR: This is a flywheel on steroids. Board sit.
$MOO is paired with $MU
Meaning as demand for MOO goes up, we need to mint more and more $MU (tokenized micron) to support the pools.
As $MOO mcap goes higher, a greater share of all tokenized $MU runs through $MOO
Currently $MOO is responsible for 40-50% of all tokenized $MU
Why does this matter?
This is mindshare on a level you’ve never seen before. When institutions come on chain & create financial products (like index funds, 401ks etc) built on top of tokenized stocks. $MOO, $AI are 100% in the picture given they control the pools for a substantial share of the underlying tokenized stock.
In addition to that $MOO is only other token on @longdotxyz which has community vault (more on this soon)
In addition to that $MOO is the next pair to be given the pair ability, meaning we can soon launch beta tokens paired with $MOO.
(Including burning of $MOO it self)
Not to mention $MU is the hottest stock in the AI race after $NVDA. Better than SpaceX (Musk himself flagged Memory has critical). $MU is sold out of inventory until end of 2028, and has record profits never seen in ANY corporate history ever trading at a record low 6x Forward P/E. (NVDA at 30x)
The memory mindshare is NOT going away. We’re SO early.
Mindshare + flywheel $MOO is going way way higher. Give me 40M asap.
@Bluntz_Capital I work IT at a SMID company. We're refreshing servers and have been quoting since Jan....Quotes hold 2 weeks, then jump 10%, memory is the only line item rising. We just signed and the lead time is 4-6 months. Easy for me to be long DRAM.
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@sk_trl@GerberKawasaki Since inception, the capabilities of AI have only expanded. The more gpu and the more memory provided, the more it will consume it. We haven’t even seen something like full length movies being made yet. It’s just going to continue to expand for the foreseeable future.
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@AndyCollectz People need to know that the gate will not scan more than one ticket if you are by yourself. I see some people buying 10 seats thinking the gate will scan it 10x and get 10 promos