i'm back on X + what happened
i got locked out of my X account exactly one week ago
my crime?
i wrote a viral post about the Arc blockchain that apparently pissed a lot of people off
X locked me out and told me i had to add a 'Paid Partnership' label to the post or remain deplatformed
so let's clear up exactly what happened
i mentioned 3 brands in the post:
- Arc: i have had ZERO interactions with them to this date
- Long: my first interaction with them happened AFTER my post went live, when they reached out to me themselves on X. i'm pretty sure the X team can verify this (i'm attaching a screenshot)
- fomo: i've never hidden that i use a fomo referral link. i literally have a $350K giveaway ongoing for active fomo refs
there was NO payment or partnership from Arc or Long
and i clearly disclosed the fomo affiliate relationship
so i initially decided to stay off X out of principle
because:
- if i bend the knee here, what's stopping this from happening again with future posts?
- i don't want to lie. calling something a 'Paid Partnership' when i wasn't paid for it would be exactly that
but after doing some further digging, i found out X apparently wants users to put the 'Paid Partnership' label on posts containing referral links
i think that's an inaccurate label and i hope X changes that policy
but if that's the current rule, i'll simply abide by it
so if you see the 'Paid Partnership' label on some of my posts going forward, that's likely why
now let's talk about something i've said for years
i have NEVER taken a paid shill in my life
i know that sounds unbelievable to some of you
so i'll once again publicly challenge anyone with proof to the contrary to bring it out in the open
because i don't think most people realize how many offers i get or how much money i could make if i actually wanted to sell my voice
here's just ONE recent example
about a month ago, Pumpfun reached out to me with a very generous offer to come trade on their app
i could have taken the deal while continuing to trade on fomo and other apps
when i declined, they even offered for me to become an 'advisor to the product, share your feedback, ideate on strategy etc' (their exact words)
for context:
Pumpfun is arguably the biggest memecoin/onchain brand in crypto right now
it's a multi-billion-dollar, extremely well-funded company
and i still said NO
to be clear, i don't think Pumpfun did anything wrong by making the offer
i simply didn't want to take it
why?
1. i don't agree with how Pumpfun operates from an ethical/moral standpoint
2. i have reason to believe they have unleashed their FUD army at me since the BonkFun days, so why would i work with a company i believe is actively trying to damage my reputation?
3. i don't need the money and, more importantly, my voice is not for sale
i mean, i'm not exactly broke
months ago i started my degen fomo portfolio with almost nothing and publicly turned it into $20 MILLION+, live in 4k, in front of everyone
and the bull run hasn't even properly started yet
even if Pumpfun offered me $5 MILLION, it wouldn't meaningfully change my life
so why would i partner with a brand whose values i don't agree with?
i challenge Pumpfun to publicly deny this if anything i've said is untrue
i'm not just telling you that i get offers
i'm publicly naming one of the biggest companies in crypto that made me an offer i turned down
if i'm lying, they shouldn't have much trouble disproving me
unless i'm not
and that's just ONE example
there are many more
TLDR:
my voice is NOT FOR SALE
and certainly not to the highest bidder
that doesn't mean i'll never get paid to talk about a platform or product i genuinely like
last cycle, i did plenty of that and helped some brands make millions upon millions
then i got absolutely nothing when the market nuked on 10/10
so i'm wiser this cycle
i'll absolutely monetize my brand when the opportunity makes sense
but only when:
1. i genuinely believe the product benefits my followers
2. it's a brand i would actually use and talk about anyway
3. i'm comfortable putting my name behind it
and the relationship is properly disclosed
so why am i back on X?
1. i'm not letting anyone deplatform me
i know there are people who hate me and have actively tried to get me off this platform
but i'm not going to let them win
especially heading into what could be the biggest crypto bull run we've ever seen
2. i'm going to follow X's rules
if X requires the 'Paid Partnership' label for referral links, i'll use it
even if i think the terminology is inaccurate
if you see that label on more of my posts going forward, now you know why
3. i'm itching for action again
it's been a week
i've got bags to talk about
trades to make
charts to post
and some serious bullposting to do
i've been sitting on the sidelines long enough
i'm back
are you ready? 👀
i think it is also VERY IMPORTANT to say this:
there was an army of you consistently tagging the X team trying to get me back when i was away
and also actively circulating my messages from Telegram and fomo here on X
i see you all and deeply love and appreciate you
thank you so much!!!
GOD BLESS YOU! ❤️🔥🙏🫡
@CrashiusClay69 It’s like playing casino and hit a jackpot. Follow you a long time and never hit anything. Try my luck again and will give away 3 people 100$ and tag you.
7uTiFGdx6cNayQGdpXX88tVMbwmZXpWuqVjgYQ7Emt2v
Uniswap launching a launchpad on Robinhood Chain may be the most bullish thing that has ever happened to $PONS
because it just killed the biggest bear case against Pons
$PONS currently trades at just a 0.83x revenue multiple
compare that to:
• 2.7x for $PUMP
• 8.2x for $RAY
• 10.3x for $AERO
• 28.8x for $UNI
• 31.5x for $HYPE
so why is $PONS valued so cheaply?
i believe a major reason was fear that a bigger, better-funded competitor could enter Robinhood Chain and eventually displace Pons
then the biggest possible competitor showed up
Uniswap
the world's largest DEX and one of the largest DeFi projects in crypto launched a highly anticipated launchpad to compete directly with Pons
and what happened?
$PONS barely budged
more importantly, its fundamentals actually improved after Uniswap entered
read that again
the market was afraid a major competitor could come in and kill Pons
the biggest competitor imaginable came in
and Pons got stronger
that is an incredibly powerful validation of the thesis
if Uniswap couldn't displace Pons' lead, the argument that Pons is merely a temporary first mover becomes much harder to defend
instead, the market now has evidence that Pons may have established a durable moat at the center of the Robinhood Chain launchpad ecosystem
and yet $PONS is still trading at just 0.83x revenue
that disconnect is what makes this so interesting
the biggest competitive threat has arrived
Pons survived
Pons strengthened
and the valuation barely reflects it
if the market starts valuing $PONS based on the durability of its position rather than the fear that someone might eventually replace it...
the repricing could be violent
i think new ATHs are only the beginning