Taity ♻️

crypto degen | web developer

[Taity ♻️ @taity10k]

disappeared for a while
learned, built, lost, rebuilt
now it’s time 🧠
#web3

[Taity ♻️ @taity10k]

$OVSM — another AI coin that somehow didn’t rug for a whole month and keeps sending mini-pumps.
nobody’s really talking about it, meanwhile:
• dev’s previous project $SVMAI ran to 15M
• Toly reacted
• dev keeps pivoting into whatever meta’s hot (now leaning into payments meta)

[Taity ♻️ @taity10k]

a16z report btw
https://t.co/m2JyIa9kIS

[Taity ♻️ @taity10k]

x402/payments (current meta), perps, privacy plays, ICM, $PUMP/$BONK coins, $USD1 stable plays, prediction markets, tg gifts, BSC meta (plus high-cap perps rotations like $Alpaca, $COAI, etc) — basically the main metas this year.

I think they’ll pump one by one 👀

[Taity ♻️ @taity10k]

this is why wallet + wallet infra teams keep getting acquired.

the wallet is the interface. it sits where people live — on their phone.

whoever owns the wallet → owns the user.

and wallets are already evolving from “asset storage” → full digital neobanks.

[Taity ♻️ @taity10k]

nobody’s ready for how big mobile wallets get from here.

a16z reports ~41M monthly users on mobile wallets today.
there are ~180M active crypto addresses total → only 23% are mobile.
in the US banking system that number is 70%.

we are soooooooo early

[Taity ♻️ @taity10k]

$MET sitting at 800M TVL. for me it’s purely a news trade.

long-term?

🪦 project’s basically dead.

[Taity ♻️ @taity10k]

how tf does a project that generates real cashflow trade below a literal $USELESS token?

meteora — according to this site https://t.co/zo1Xoqd1fJ — made around $80M in net revenue lifetime.

not mind-blowing, but still…

more than 0 dollars generated by $USELESS 😂

[Taity ♻️ @taity10k]

and $ENA too — jumped +30% on buyback news (0.4 =>0.59), dumped, then rallied to 0.85 later.

that one made sense — $10B TVL backing the move.

[Taity ♻️ @taity10k]

same story with $JUP — buyback = candle up,
then nothing.

revenue low — price afk.
that’s just how it goes.

[Taity ♻️ @taity10k]

remember $PUMP ? they announced buybacks too.
price nuked first, then pumped later.

difference is — pumpfun actually made $$$.
meteora didn’t.

[Taity ♻️ @taity10k]

even if $MET does announce buybacks —
they only did $2M rev in 7d, not exactly cash-rich rn.

i’d rather play the news speculation angle
than hold and pray for real buybacks.

[Taity ♻️ @taity10k]

feels like another no-brainer-in-retrospect moment.

one day they’ll announce buybacks
and everyone will go:

“it was so obvious bro, why didn’t we long from the bottom?”

the market would rather buy a meme named “useless” than a protocol with actual revenue

[Taity ♻️ @taity10k]

$MET < $1 wtf

[Taity ♻️ @taity10k]

@icmdotrun @LucaNetz icm arc loading 🔄

[Taity ♻️ @taity10k]

Been quiet for a while
Let’s see if the algo still likes trading ideas
Not alpha — but some of these setups could run again 🧵

[Taity ♻️ @taity10k]

$DTV (8M) — this week’s mooner.
Second leg warming up. Streaming meta + billionaire Tim Draper on board

https://t.co/FQIirvMgXs

[Taity ♻️ @taity10k]

$NEET (mcap 34M) needs no intro.
If you believe in the pump-fun rally - safest play is $NEET on spot or $PUMP on perps

https://t.co/8nN8GT6oFB

[Taity ♻️ @taity10k]

@falconfinance Staked but not eligible for discount 👌

[Taity ♻️ @taity10k]

the next thing i’m launching might be the most why?-driven thing i’ve ever built