SBL

Perpetual Optimism

[SBL @sblonchain]

The core bug is asymmetric risk.

Creators can externalize all downside. Buyers can’t.

When one side has unlimited retries and the other doesn’t, spam is the equilibrium.

Any “fix” that doesn’t introduce creator downside just rearranges extraction. Marketing only helps creators find exit liquidity faster.

If you want fewer launches and higher signal, you need constraints:
– creator bonds / stake
– persistent on-chain reputation
– rewards tied to liquidity and holder retention over time
– visibility earned through performance, not default distribution

[SBL @sblonchain]

This isn’t a marketing problem.
Marketing is a multiplier, it scales whatever incentives already exist.

On @Pumpfun, launches are free, failure is free, and identity resets are free, that guarantees spam and low signal.

More marketing in a zero-downside system doesn’t create better projects. It creates faster churn and worse outcomes.

Casino or incubator? Design for one.

[Counterparty @counterpartytv]

Jack Duval thinks memecoins could be MASSIVE if they had better marketing

“Regardless of peak conditions, if memecoins had the same level of advertising as prediction markets, sports betting and stocks, they would blow up to insane levels of volume”

[SBL @sblonchain]

@satsdats @RainsRevenge Ben Pasternak killed my entire family and shit on their graves.

[SBL @sblonchain]

@notthreadguy @jackduval @Cupseyy You just got asked what you’d do? And you said anything you legit do not know what to do

[SBL @sblonchain]

@0xdenys_ @oobit The movement of these tokens is for the staking pool, it doesn’t represent any form of token sell off.

[SBL @sblonchain]

@notanicecat69 You can give as much feedback as you want but I won’t let you call me a liar.

[SBL @sblonchain]

The upside in $oob isn’t about speculation, it’s about positioning.

Oobit is effectively Tether’s distribution mechanism to scale USDT/USAT adoption—spendable from any wallet in the backend.

Direct USAT delivery partner. Largest investor is Tether. Real payments already happening on USDT rails.

50% of fees buy and burn $oob. $50M DAT locked.

The incentives are aligned end to end.

[SBL @sblonchain]

@shitc0in @notanicecat69 @satsdats @SolSwizzle Generational stream from the monkey hanger

[SBL @sblonchain]

It appears $oob is running 50% fee buybacks, a $50M DAT backing the ecosystem, and tokenomics that are actually sustainable.

And people are still fading it?

Again most won’t realize this until it’s obvious.

[SBL @sblonchain]

@satsdats @SpicyPeruvian_ The illusive DAT, simply genius.

[SBL @sblonchain]

@notanicecat69 We need the beartards to evacuate the dance floor.

[SBL @sblonchain]

@satsdats Wow this is just the great news I needed after Ben Pasternak killed my entire family.

[SBL @sblonchain]

@satsdats בחיפזון

[SBL @sblonchain]

honestly $oob looks like one of those launches people will cope about for years.

Tether led the $25M raise, a $100M DAT locked, basically trading like no one has ran the numbers, and a product already pumping real payments through USDT rails. And half the fees auto-buy back OOB. Literal forced bid.

If they hit even half their execution, this thing is going to send so hard people will swear it was “obvious in hindsight.”

[SBL @sblonchain]

@notanicecat69 Oh come on ffs, look alive

[SBL @sblonchain]

@notanicecat69 Crazy that Pump is still invested in CCM, considering Kick has a cash injection of over $1bn and has less than 4% Market share with HUGE streamers championing the platform.

[Wood @notanicecat69]

tomorrow at 12pm EST we’ll have @satsdats @SolSwizzle, myself and guest @RazoMedici on episode 5 of Educated Top Blasters. btc above $120k and razo doxxes I heard

see you there

https://t.co/CnHKuDw08r

[SBL @sblonchain]

@notanicecat69 Do you think what is next is bigger than what we have seen? Feels like the next stages of evolution in CT will have much more substance to the tokens/business case surrounding them

[SBL @sblonchain]

@notanicecat69 Do not say the word michi ever again.

[SBL @sblonchain]

@satsdats CT grew up: fewer punts, more products.