behavior in trench coats. Entries for Q4 2025
content:
1. What is mostly quoted
2. When it is being flipped
3. Strategy options
The list of analyzed coins is randomly selected:
$PFP, $TOKABU, $USDUC, $USELESS, $CHILLGUY, $WIF, $ROME, $SPSN, $BUBBLE, $PEOPLE, $PLAIPIN, $POPCAT, $SORA, $NL, $MASK, $1, $NEET, $URANUS, $TROLL, $GROUP7, $LION, $HOUSE, $WOBBLES, $KITKAT, $NEO, $CHILLHOUSE, $MEC, $CANCER, $PERCOLATOR.
Let's write down the meaning of each coin.
PFP - @Pumpfun culture
TOKABU - a symbol of excitement (emphasizes trench coats)
USDUC - the opposite of USDC
USELESS - a common phrase in the crypto sector and flexible in publishing posts.
CHILLGUY - the first monetized meme from TT
WIF is one of the first and most classic memes
ROME - TT trend
SPSN - the culture of the animated series, the idea is banal: a series with elements of the crypt launches a coin according to the plot, and the idea is immediately implemented
BUBBLE - the title of an article by a famous trader
PEOPLE - trend in X
PLAIPIN - a product release from the company in web2, a token just for this news
POPCAT - a classic meme
SORA - the community behind the sensational launch of the GPT video generator
MASK - trend in TT
1 - meme, embraces: bonk + collaboration with USDT 1 + Tom's support
NEET - includes the essence of unemployment. "Buy and don't work"
URANUS - the opposite of JUP
TROLL - a world-famous meme embedded in a coin
GROUP7 - TT trend
LION - elements of a classic meme, like WIF, including also the small essence of trench coats (the implementation, as for me, is terrible)
HOUSE is a global problem: housing depreciation
WOBBLES - mascot $JELLYJELLY
KITKAT - heartbreaking news: a cat was hit by an AI-controlled car
NEO - news
CHILLHOUSE - a disgusting symbiosis of two memes
MEC - the essence of one conf under the meta
CANCER - heartbreaking news about the scam of the streamer's child
NL - an independent launcher under the label
PERCOLATOR - news about the Sol perp launcher + the work of dev (dev liar)
X4PAY - an ambitious x402 project
MONEROCHAN - a private project
The reason for the growth
here I will describe the main sectors that cover assets, and then I will also write down what one or the other means.
PFP - monetization of culture
TOKABU - monetization of culture
USDUC - the idea
USELESS - strong idea
CHILLGUY - TT trend
WIF - meme
ROME - TT trend
SPSN - monetization of culture + connection to the web2
BUBBLE - post + correlation of the meaning of the post with the market
PEOPLE - trend X
PLAIPIN - news
POPCAT meme
SORA - news
MASK - TT trend
1 - an idea
NEET - an idea
URANUS - an idea
TROLL - monetization of culture
GROUP7 - TT trend
LION - monetization of culture
HOUSE - monetization of culture
WOBBLES - monetization of culture against the backdrop of a hype project by mascot
KITKAT - news + mini-hype of robotics
NEO - news
CHILLHOUSE - a meme (a very skeptical attitude, it's disgusting to look at the fact that a person just took and linked two memes)
MEC - a meta
CANCER - sentimentality + meta CCM
NL - meta + real work
PERCOLATOR - meta + "real" work
X4PAY - meta + real work
MONEROCHAN - meta + real work
monetization of culture - for me, it literally means using the example of PFP to frame an AV profile and deposit a coin. It's the same with TROLL and others: take into account the main meaning of culture and deposit the token
meta - something that is especially growing now. Example: Look at the $PAYAI chart. The increase to 60kk MC of the mouth guard was due to the x402 mini-meta, after which it returned to 10kk MC. Relatively speaking, this is a bubble, the coins of which are often used for revaluation
real work - often scam projects simulate work. Those who really work have a lot of weight. It is also worth evaluating the work by labor costs. Often, work is underestimated, because virgo does not launch HYPE, but something that is beneficial, so they are often not noticed right away. In combination with the meta, it gives a strong growth, it's very cool to select such coins on the launcher.
Sentimentality - a rare but rather valuable quality that also has certain "levels". Not everyone can be highly rated.
TT trend - there is nothing to say (mostly dirt)
the news is a high-profile event that immediately monetizes. It is also worth evaluating the quality of the news.
Let's split the coins into groups
ideological: USDUC, USELESS, 1, NEET, URANUS, CHILLHOUSE(yes...)
monetization of culture: TOKABU, WOBBLES, SPSN, PLAIPIN, TROLL, LION, HOUSE
trend/meta: POPCAT, WIF, CHILLGUY, ROME, MASK, NL, MONEROCHAN, X4PAY, PEOPLE, MASK, GROUP7, MEC, CANCER
news: SORA, NEO, KITKAT
post: BUBBLE
Strong runners are coins with:
-a strong idea
example: USDUC, URANUS
- trend/meta + real work
example: NL: work + hype perp, $X4PAY: work + meta x402 (although there is already an echo left of the meta, it would have been released earlier, would have had a higher rating), MONEROCHAN: work + meta privacy
- news, but they don't last long
example: $SORA
- sentimentality, sweet or sad story
example: KITKAT, CANCER
Interesting observations:
- for ~40 hours after the deposit, USDUC had a 200k MC, ATX 70kk MC
- LION has been consolidating in the range of 50-500k MC for a long time, although, to be honest, I did not bet on it at 15k MC.
It is also interesting how much the valuation of an asset depends on market conditions. If WOBBLES had appeared before the JELLYJELLY pump, would it have been worth anything? Would MONEROCHAN have been worth something, or to be more precise, would this asset have appeared at all if it hadn't been for the privacy boom? Would there be a CANCER token if there were no CCM mini-meta? The state, mood and values of the market strongly, extremely strongly influence the assessment, because for the most part, in the stock market, in trench coats, we trade not with technology, not with the strength of a developer, but with the mood of the market, i.e. people where charts are a mirror of the moods and behaviors of people who somehow associate themselves with an asset.
2. Coin Listing Time
Here I will write down a brief summary of when (UTC) the coins were flipped, as well as in general terms I will write down their behavior. The list will include only a part of the coins from the main list.
$SORA - Tue, 16:00. Pump immediately, correction, and pump again
$LION - Tue, 22:00. Very long consolidation, pump at the moment and back at 0
$PLAIN - Mon, 06:00. Pump immediately
$NEO - Tue, 18:00. Pump immediately, roll-up, final impulse and roll-up
$WOBBLES - Fri, 00:00. Pump after trading
$BUBBLE - Fri, 22:00. Mini pump, roll-up and pump (under market conditions)
$KITKAT - Tue, 00:00. It took a while, especially since there was pvp
$MEC - Wed, 20:00. Pump up to 2.1kk, correction up to 600k, pump up to 4kk
$SPSN - Sat, 02:00. Pump immediately, drop to 0, pump to previous values (due to the post of the series) and roll away again
$MONEROCHAN - Fri, 23:00. It's been going on for a very long time, the chart is gorgeous: growth, correction by ~50%, growth again.
$X4PAY - Fri, 20:00. Immediately pump, roll to 0 (due to the market), pump and roll (due to "hacking", most likely scam, because dev is an Indian)
$PFP - Tue, 16:00. Pump immediately, a couple of pulses and a sideways one.
The main time of the launches is somewhere in the range of 20:00-00:00 UTC, news coins create exceptions, because they depend on the news, the rest do not have a strong attachment to time.
3. Strategy options
I won't write much here, although the topic is quite extensive. There are a lot of strategies, you just need to adapt them to your personality, and this is much more serious than it may seem, but I will write two main ones that may suit you.
1. practice launches
on launches, there is often a reassessment if the asset grows impulsively.
Tools:
GMGN (trending) - select filters
GFOMO - large cat tracker
The koshey tracker
Approach: select a certain dep, go up the ladder, because there will always be a dip, regardless of the fundamental, only if Trump does not launch it. For the first purchase: 40%, further along the correction. Buying off a correction from a high is fine, even if it's at 50%
2. take
tools from the market:
Dexscreener twitter grok analysis
- using opp. filters to search for sluggish tokens, to search for narrative and their purpose
GMGN (trending) - view volume coins with potential
In this case, you're just looking at those coins that you think are undervalued, and yes, there are some.
A brief summary
Basically, legal tokens fly well:
coins aimed at the community, memes. It is important to have a competent idea, its presentation and the support of the information meta. Literally everything is flying, you just need to evaluate projects sensibly. In the AI boom, scams or very small projects flew very well.
Even a strong technology project will have a weak rating in the absence of the support of media personalities and liquors in the field. One comes from the other. The project is in a quoted meta => the inflows themselves stick. As for the time when the projects are listed, this is the American session, no other way.
Conclusion
I decided to take a closer look at this sector while it is in the doldrums, and also publish these thoughts. I have not touched on many things, I am publishing only what I am more or less sure of. It remains a mystery to me the patterns in the charts of certain sectors, their correlation, as well as the reasons for some of the boom during the launch, while others have a gradual and smooth growth, I also did not touch on the technology sector, their prospects, job weight and evaluation in the future, it is also interesting how individuals live, such as $PUMPCADE is an application that is an analog of polymarket, which is purchased by 11kk MC without a special shilling.
I would like to share with you my thoughts on how amazed I am by the market.
throughout the year, we saw different things: hype AI, hype launches of web2 projects, hype launches of coins from presidents, and so on.
And each meta is shorter than the other, each meta was shortened as much as it could. I'm amazed at how quickly liquidity flows from sector to sector, how speculators try to beat other speculators, and it's gotten to the point where it feels like I'm living in a village where everyone is playing one game or another, trying to make money from everyone, and every time I I see all the same speculators in one coin or another. Even if we look at the recent flow of liquidity, we can see that thanks to @cz_binance, a meta was recently born that lasted about 2 weeks, after which x402 appeared thanks to @coinbase, which lasted at most 4 days.
I am amazed by many traders, such as @ottabag, @gr3gor14n, @casino616 and others, especially @jijo_exe. They manage to make money in such a market, especially the last two. I literally watch their coin trades, which are extremely low-liquid, as they often trade and trade almost always. No matter how I look at it, they're in position. And I also want to say that @jijo_exe impresses me very much with his results, he is really a very strong trader.
With each shorter meta, there is a feeling that traders reduce their losses from the previous meta and carry it into a new one, where they also either receive losses or go to 0. Practically no assets hold their price, all of them sooner or later either strongly adjust or fall to 0. The only case where it worked my scenario for holding a position is $aster when buying at 0.2$. Unfortunately, the market is a trade in emotions, and the solar trenches show this in a natural way. Based on this, the only place where you can buy is at the beginning of the coin launch. Basically, there is at least a local revaluation of the coin on which you can earn, and the 3 graphs below, using the example of $spsn, $x4pay, $fun, will show you this. The only coins that, in my opinion, are potential to be retained are coins with priority on the community. This is not the first time I have seen hopes for future growth in such coins, no technology can replace the traditional dissemination of information that can go viral, look at the same chart of $1 and you will understand what it means.
If you are going to enter any market, you need to think about how to get an advantage. You need to be competitive in the sol trenches for users like @Ga__ke and others to win. And, regardless of which market: bakery, robotics, shipbuilding, you have to think about what advantage you will have, and basically I have identified two factors that conquer a particular sector: the idea of the project and the capital. By having one of these things, you can compete with others.
@Cryptotrissy Unfortunately, only one investment from the sphere of "faith" has paid off, and this is $aster at 0.2$. Unfortunately, the rest of the positions are simply washed out over time
it is very interesting to watch how $opan gets a score equivalent to $lumen, while @Opanarchyai for six months of work, they didn't even make a website, they work anonymously and only in the form of "coming soon", while @lumenCLI It has an open github, a github of dev, and the dev themselves are not hiding.
We live in a very interesting time when honest work is priced cheaper than the work of who knows who
Amazing Space today.
We appreciate the following builders for dropping by:
@radrdotfun@thelynkapp@jars_global@artificerdao@OopsMoneys @x4PayCore
We had a great time hearing what you all have built and what you've got coming next!
🚨 See you on the next one!
If you missed it, here's the recording👇
https://t.co/i6pD0bQwfT
@isvaderthanh in the first formula, revenue allocates the majority of 100 percent, 50%, and in the second, revenue has a coefficient of 1, hype 1.2. Why?
@0GAntD@Ga__ke@blknoiz06@nyhrox@0xXQ1
Don't you think that your $word is not just a message that is forgotten after a while? It is an instrument of power that makes someone rich and someone poor. Isn't that right?
Thanks to $CHILLHOUSE and $neet, It's nice to see how your faith in them is justified, though with $spark and $usduc so far, just waiting. if I haven't stopped believing in $usduc, it's still a very interesting asset for me, then $spark is frustrating.
Besides the fact that @pumpdotfun stopped supporting @sparkboinkboink, and the behavior of one of the dev cannot be explained, they are illiterate.
in addition, I would prefer more interesting assets from the field of "AI + robotics", such as $codec and $opan, because they behave much more appropriately and their activities are interesting and underestimated.
We are waiting for a new cycle in which this area will be interesting to people.
I really like at least $SPARK, $USDUC, $CHILLHOUSE and $NEET. Maybe I'm taking a risk at the moment, because the market picture doesn't look very pleasant, but I'm not using all my means either. Only time will tell how it will turn out.