🔥 I WAS RIGHT ON $GP - AND $FORGE IS SET UP FOR A SIMILAR (OR BIGGER) MOVE 🔥
After being early and right on Graphite ($GP) - when most people ignored fundamentals, buybacks, and execution - I’m seeing the exact same mispricing happening again.
This time, it’s $FORGE.
A lot of you have DM’d me about FORGE after noticing a very large position in my wallet.
So instead of replying one by one, here’s the updated thesis - and why I’m more bullish than ever.
👇👇👇
Most people know @BlocksmithLabs from the NFT era and @SmythsNFT.
What fewer people remember (or price in) is this:
• Multiple successful products shipped
• ~70,000+ community members on Discord
• A team that never rugged
• Still active, still public, still communicating daily
That alone already puts them in the top 1% of crypto teams by survival.
But here’s the part almost nobody is pricing in 👀
While the market forgot about them, they never stopped building.
→ A brand-new app: @aurus
→ Social pages already updated
→ Recognizable names involved
→ New senior devs hired recently
This is not a “revive an old token” story.
This is a second chapter being written.
Now let’s talk numbers - because this is where it gets stupidly asymmetric:
• $FORGE market cap: ~$1.3mm
• Treasury: multiple millions
• Continuous payouts via the Lossless Lottery
• Ongoing development funded without dumping on holders
Read that again.
Treasury > market cap.
That’s not a narrative.
That’s math.
So what do you actually have here?
✅ Proven execution
✅ Years of reputation at stake
✅ Active, real community
✅ Fresh product launch coming
✅ Treasury larger than the token valuation
That is exactly the setup I personally look for.
Not vibes.
Not hype.
Not influencers.
📌 Asymmetric risk / reward.
Does it mean it can’t go lower? Of course not.
Does it mean the upside massively outweighs the downside if they execute?
In my view: yes.
That’s why I’m still here.
That’s why I haven’t sold.
And that’s why $FORGE is now my 3rd largest holding in crypto.
At this market cap, a 10x is not a fantasy - it’s a function of execution + attention returning.
The same way $GP was ignored… until it wasn’t.
Do your own work - but don’t ignore teams that:
• survived bear markets
• kept building in silence
• are now trading below cash
Those are usually the ones that surprise people later.
🧠 Conviction > noise.
$FORGE
$GP
#FORGE #Graphite #Solana #Crypto #LowCap #Asymmetric #Altcoins #Web3 #DeFi #Builders #Conviction #RiskReward
feedback from early beta users about @aurus
"Wow going back to [redacted] feels like Stone Age after exploring Aurus for the last 30min"
"BSL team shipped cool products in past ui/ux wise. but this sleek design, smooth experience exceeded beyond my expectations"
DM for code.
It's my pleasure to announce I will be speaking at @SolanaConf
Directly from @playsolana booth 👾
I can lecture you on: MARKETING, mass appealing to product, gaming, revenue and community building, see you there 🫡
In 2025 a stranger on the internet will tell you to shave your head and fly 12 hours to Abu Dhabi for a conference hosted by Solana
it is very important that you listen to them
To fully address what happened yesterday, we will be releasing a complete post-mortem detailing everything the team and our partners uncovered regarding the set of unfortunate events that unfolded prior to the $PLAY launch. We will also outline a clear course of action to ensure we remain on track and that our community can rest assured we are here for a long, continuous journey.
We also want to touch on the 24 wallets identified as the root cause of this issue. These wallets were able to bypass the Metaplex Web2 logic used to block users from claiming $PLAY prior to 12.30pm UTC, and are in no way, shape, or form connected to us or anyone associated with Play Solana. A full breakdown of our findings will be included in the post-mortem report.
These wallets managed to initiate trading activity before launch. While our team was on a call with our Liquidity Managers, we noticed unexpected price movements that immediately raised concern - especially considering no tokens should have been available for trading.
We reached out to all exchanges and liquidity providers to check for leaks. None were found. All partners confirmed they were simply waiting for our greenlight to initiate trading.
We proceeded to inject liquidity into the pre-launched Raydium pool. Shortly after, we confirmed the root cause was linked to a Metaplex PDA.
Once $PLAY claims opened, pre-sale buyers understandably reacted to the price action, and a cascade began.
The damage was already done.
This was an irreversible blow. Our community, our supporters, and the broader ecosystem rightfully saw this for what it was: a failure. This deeply affects us - our brand, our growth, and the long-term alignment we’ve been building around our products and the future of Play Solana.
We want to be clear: we are not putting our hands down. But we also want you to understand the level of sacrifice, the long hours, and the absolute commitment the team has poured into every detail for months - software, hardware, and community. What we’ve been through is immeasurable.
Now, regarding the 30% cut:
This is where we failed to communicate properly, and we want to sincerely apologize. We understand the frustration. The intention wasn’t to hurt the community but to reward long-term supporters by allocating the full 30% directly into the staking reward pools. For transparency, this 30% will be used to strengthen staking rewards for those supporting $PLAY and Play Solana long-term.
The team keeps zero.
Since the beginning, our mission has been to reward those who are here for the long run - the people who believed in us before anyone else. We are fully focused on the turnaround plan and are working closely with all partners to secure the best possible outcome for Play Solana and our Community. No one is more frustrated than the team behind this project.
We want to take this moment to thank everyone supporting us, in particular our most loyal <Players>. You are the true heroes of this journey.
More details soon.
In this red market, what is $forge doing, I think there are news on the way, keep an eye on @SmythsNFT and @MeegosNFT, because usually before their movement, $forge starts its movement, join the large community of @BlocksmithLabs before it's too late. 👌🔥🚀