I’m not fudding anything. I’m simply stating two facts.
First, Stonkfun rewards holders through a transfer tax. That tax is collected in the meme token itself, which means the protocol has to sell the meme in order to convert it into the underlying stock and distribute rewards.
That creates structural sell pressure.
Second, statistically, almost every STONK ecosystem project I’ve bought is down significantly, and I’ve consistently noticed weak price action even when there were active catalysts.
Based on my experience, that pattern is unusual and worth questioning.
I’m not saying this to attack the ecosystem. I’m pointing out what I’ve observed, and the tax flow provides a plausible explanation for at least part of that weakness.
$STONK $OTC
I desire to shout out a sub $10m coin but I feel wrong doing it even though I think they’re doing cool stuff. Meanwhile timeline shilling $200k caps. Dear chat, what do I do?
$OTC thesis keeps getting stronger.
The protocol has already generated over $3M in cumulative revenue, and now it’s getting direct ecosystem support through https://t.co/eWmzDPzzVk, with the terminal integrating Desks.
But the biggest upgrade is Meteora.
This directly addresses one of the structural problems with the Stonkfun model: constant sell pressure.
Stonkfun rewards holders through a transfer tax. That tax is collected in the meme token itself, which means the protocol has to sell the meme in order to convert it into the underlying stock and distribute rewards.
That creates structural sell pressure.
And honestly, this is probably one of the main reasons why basically all of my Stonk ecosystem positions are down right now. Not even one is in profit lol. Go check.
$OTC does it differently.
Instead of relying on transfer tax, OTC captures LP fees directly in the underlying asset being rewarded.
So the reward asset is already there.
No need to sell the meme.
No forced conversion.
No constant sell pressure just to pay holders.
That is a much cleaner design.
And this is only one part of the thesis.
Desks can generate real yield and protocol revenue for holders, while the terminal creates multiple monetization layers around launches, trading, rewards, and distribution.
That’s what I like here.
$OTC is building financial infrastructure around meme stocks, tokenized assets, yield, and distribution.
The design space is massive.
The potential here is much bigger than people realize.
$OTC >> $STONK or $EMBER