The chart looks primed. Balls tingling. Run the madarchod candles.

Anyone want to work on a ctrl sticker pack? I'll make sure you're compensated nicely ❤️

Another altcoin play that I'm in and sitting comfy on

Category: Altcoins / holds

$RSC

Analysis

Honestly this one is such a no brainer to me that nobody else is pricing in so I'm either very early or very wrong.

What if the founder and CEO of Coinbase, Brian Armstrong, launched a token and pushed it? Personally, if it was a shitcoin my targets would be firmly in the 9 figure range. If it was something meaningful with longevity, probably billions with ease.

Brian Armstrong is also the founder and CEO of ResearchHub, a DeSci startup with it's own token - $RSC.

He sold 2% of his Coinbase holdings for >54M USD a while back to pursue the funding and development of scientific research, namely life extension. Philanthropy aside, this is the only thing that I've seen materialize from that.

It is at a market cap of below 30M and is listed on 0 CEXs. Aside from very very tame and boring tweets and the profile being in Brian's bio, he hasn't shilled it at all. He also pledged to remove himself from conversations pertaining to Coinbase listing it.

This, to me, is a very very obvious play with potential for massive returns. Someone in Brian's position has two obligations here. One is to market and ensure the success of his new start-up and it's underlying token. The other is to avoid reputational damage or accusations of bias by doing so in a way that's explicit and makes it seem like a total insider shitshow with him shilling a token or throwing it on Coinbase hastily, especially while there is an ongoing court case with the SEC.

I think it's a matter of when, not if, this token melts faces. I've never seen a more surefire narrative waiting to happen than "It's Brian Armstrong's token". At 30M it's practically unbelievable to me and the fact that most people haven't heard of this and don't know that it's his project confirms that. He's a smart guy and understands that his job is to make sure that this works without risking reputational damage. If he wasn't capable of doing that he wouldn't have started a new side project in crypto in the first place. The fact that it's explicitly for a good / morally righteous cause isn't a coincidence either, it makes it a million times easier to justify doing this without PR backlash.

Brian is going to be on BanklessHQ talking about $RSC and ResearchHub this Thursday. That's not an impressive catalyst to me, but it's important because it could either be enough exposure for the narrative to pick up, or signal that he intends to ramp up publicity and marketing soon.

I literally don't care if the utility of the token is that you die instantly if you buy it. If Brian Armstrong has a token that hasn't pumped and is sitting at a lower market cap than drake memecoins and a picture of a dog wearing a hat I'm bidding with size. If you are patient this one might make you a lot of money. I would not be shocked to wake up one day with this sitting at 10x it's current price.

I'm in with 10 ETH at $0.29 and holding until the day that happens.

Links

Twitter

https://twitter.com/researchhub

Website

https://www.researchhub.com/

Chart

https://dexscreener.com/ethereum/0xec2061372a02d5e416f5d8905eea64cab2c10970

Risk

6/10

We somehow maintain a perfect ratio of 2:1 for people in the channel vs people in the discussion group so I am once again reminding you that there is also a group chat linked to this channel at t.me/thectrlroom

Ok, since most of you are in $TOPJ and someone asked me why I was following this in t.me/thectrlroom (if you arent already in this is the discussion gc, get in) I'm going to post about the other sol shitter I'm in right now since it's looking quite good.

Shitcoins / memecoins

$LAPTOP

Analysis

Scooped a bag of $LAPTOP earlier today at around 100k because I saw the website linked and it was very well executed and the attention to detail was such that it was evident that the team is putting effort into the token and it wasn't a rug.

I was hesitant to call it because it already ran up a decent bit and I had very little info since it was very early on, but after a closer look I think it might be a decent bet.

The team has been actively pushing the project on Twitter all day, the chart has already retraced from the first pump and looks like it's consolidating nicely, and it's already picked up some traction particularly within the Milady demographic which I can say confidently is great at proliferating the memes that they end up being partial to. This one in particular is an obvious fit.

One thing that interested me that many people probably didn't catch is this. The devs have expressed intent to add 100 SOL to the LP at 800K market cap, which I think is a very good sign. Not because more liquidity is a bullish catalyst, but because letting your liquidity run low early on and stabilizing by adding more liquidity when the market cap is substantial is something that an experienced dev team that knows how to send a coin would do. I think this has 1M+ potential if they can find the exposure that this needs, and considering that we only had 2 mutual follows this morning and now the account is up to 24, including a few solid shitcoin influencers, I think it might do that.

This one is just a bet but it's a bet with attractive R/R in my opinion. Ball is in their court to send this much higher.

Risk: 7.5/10

Links

Chart
https://dexscreener.com/solana/e5nxkrqbad4rqkhfnp5mrqtpppp3baxg35naatvnjlic

Contract Address

E7kKSNT1zp4KsTAwMrpaBqQeJs81SEpMXuTifY7RSF3z

Twitter
https://twitter.com/usedbidenlaptop

Telegram
https://news.1rj.ru/str/hunterbidensgentlyusedlaptop

Website
https://www.hunterbidenslaptop.app/

Already up 2x, I think this can see 1M+. Appears to be reaching escape velocity.

Please be careful, there’s a very persistent impersonator pretending to be me and hitting up group members via DM.

Also impersonating some of the admins and targeting group members on various accounts.

I will not dm you asking for money or “help”. I do not type like a donkey. Always verify on Twitter via DM if you’re unsure.

The impersonator has promised to stop.

Do we pay him?

Update on $TOPJ

We’re up pretty nicely from my initial call and continuing to grind upwards. I expect more of this throughout the day.

As bullish as I am I’m still honestly shocked that we held a range this high through the night while dev slept without any major news. The day before, we saw overnight lows of under 400k. This is a lot of new organic growth.

We’re heading into a new day with both distribution and the chart looking way healthier, and I know from my conversations with the devs that today will bring a little bit of everything we could want to see.

- new quality content from the team itself. Video format, real content being made in literal Mumbai.

- more support from the Top Jeet himself

- more huge accounts and savvy traders that have taken notice and likely will be sharing topj for the first time today now that they can see that there’s longevity

I think we could have an exciting day. I won’t be too quick to set any targets but I’m comfy holding after seeing how well the past 24 hours have went. The day after a coin has a massive run up for the first time is usually very telling and this one is showing all the signs of potential longevity and people that actually believe in the project having potential.

Roti on my wrist. Send it higher.

Ok immediately after posting this I am seeing that Charlotte Fang has tweeted the $TOPJ copypasta we are sending.

That’s organic traction. Much more important than coin influencer backing. I think this is going higher for longer.

https://x.com/charlottefang77/status/1750166916964946403?s=46&t=8EgENqmNEJ2T-Tv8fa7IiA

Holy fuck when I said exciting day I didn’t mean before 9 am what the fuck is going on.

Are we running back ath before noon 💀

I procrastinated writing my post about the $VEC lbp at $12 and now I’m on a flight and missed launch and it’s at $19 💀

More detailed write up when I get home but for the record I am still a buyer at these egregious prices. There is a decent chance that you can wait for a better entry but to be safe I’ll recommend DCA as usual. Lots of thoughts to share when I’m home. Risk 7/10 but good R/R imo

Alright now that I'm back home let's talk a little bit more about Vector / $VEC

$VEC

Analysis

As I said earlier, Vector is a project I've been researching and watching carefully since early in their LBP. Unfortunately I didn't get a chance to give you guys the entry I intended to at around $12, but I said earlier at $19 that it was still an attractive buy and I feel the same way here at $23.

You'll have an easier time understanding what Vector does if you've been keeping up at all with the Eigenlayer / LST & LRT narratives. If you don't, I'll leave the research to those that care because this will be a very long message if I have to explain all of the above and then try to explain liquidity position derivatives and advanced ponzinomics to a bunch of degenerates.

To give a tl;dr for the rest of you, it's basically a good ponzi that also has first mover's advantage on a few adjacent narratives that are running hot and some really great game theory.

When you hear game theory and ponzi mentioned in crypto your mind probably goes to Ohm, which leads me to my next point.

Vector piqued my interest as something to keep an eye on because I think it's a solid product. It's a good call on that alone. But what got me really hungry for exposure was something that we discovered while discussing the LBP before anyone was really talking about this.

The wallet that created the LBP on Fjord received pOLY (PreOlympus) 1030 days ago. That's a direct connection to the Ohm deployer wallet.

This was a massive piece of info at the time, but people have since began to catch wind of this. That being said, I still don't think it's really priced in at all.

The reason I say that is because people tend to regurgitate information like this without furthering research even when there's merit to dig deeper. So as of right now, a lot of people still don't really know what this means for certain and whether or not it's a nothingburger. Granted, even just with what is known now it's still a pretty big green flag.

On the other hand, I like to dig deep and the more I try to find clues on chain the more confident I am that the team is entirely capable of creating a product like this that will send. I don't think that Ohm is the only meaningful connection here, I'm still trying to untangle stuff but it appears that there's also a potential connection to Shezmu as well as some other hot ponzi stuff. Naturally if I'm early to a project coming from a team with a track record of printing for early participants, I'm an easy buyer. This formula tends to work in my favor.

Some of you may not have the appetite for the actual staking, but regardless of whether or not defi summer ponzis are your thing I think simply buying $VEC might pay off quite well if you time your exit well and don't baghold generational wealth to 0 in classic Ohm fashion.

I'm in for 50K at around $17. Comfy.

Links

Twitter

https://twitter.com/vectorreserve

Website

https://www.vectorreserve.com/

Telegram

https://news.1rj.ru/str/vectorreserve

Chart

https://dexscreener.com/ethereum/0xb6b0c651c37ec4ca81c0a128420e02001a57fac2

Risk

7.5/10

I want to experiment with sharing general think pieces and investing insights in here. If you guys like them please let me know, if not I'll try to stick to analysis / calls and opportunities only.

A lot of us are probably too jaded from gripto influencers / pnl larps with brain damage to really take anyone seriously when they claim to be sharing genuine advice or insight but I'd like to help those of you that want to actually improve their performance. I'll start with this.

One piece of advice that I've noticed that 99% of you need after spending the past couple of days in the t.me/thectrlroom group chat is this. Do not take every profitable trade.

It seems like a no-brainer that you should be taking every profitable opportunity that presents itself, but this is one of the most common mistakes I see amongst traders and it has severe consequences. It feels more prevalent now than ever this cycle, so I think you could all use this reminder.

You are not a fucking index fund. If you have conviction in two potential trades, and you are certain that trade A will yield 300%+ returns and trade B will yield 200%+ returns, you do not go 50/50. You do not throw 90% into the former and 10% in the latter to have some exposure. You shove the stack into trade A and forget about trade B.

Too many of you fail to understand this and end up chasing every little thing that has a good thing going for it because you don't want anyone to make a dollar without you. And then you end up with 20 tokens in your portfolio at once, across multiple wallets, and it's so overwhelming and difficult to focus on your trading that you can't even keep up with all of them and you just end up sticking to the 3 you care the most about and letting the rest sit, never touching the ones that go down because maybe they'll go up eventually. And then you become a bagholder.

Sound familiar?

You need to not do that if you want to make it this cycle. You will see people win big on chains you've never used, altcoins you've never heard of, airdrops you don't qualify for, and technology you don't even understand. It does not fucking matter. Do not open 1000 tabs and fry your brain trying to understand hyperliquid quantum omnistaking while researching phygital mongolian NFTs and rehypothecated RWAs.

Your goal is not to hit 100% of the opportunities of this cycle. Your goal is to miss 90% of the opportunities because you were busy making sure that 10% of the bets that you took were right. You will make money if you are correct. Not if you are diversified.

The trading principle of risk-return tradeoff applies to even shitcoins just as much as it does to equities. All you should care about when comparing your adjacent options is risk-return ratio. Find opportunities with good R/R. Study them carefully and find the edge that improves your R/R. Take those bets.

If I find something that I believe has a risk-return ratio of 1:10 and you tell me that I should really get in $BONK because it's going to 2x I'm going to tell you to fuck off. Why the fuck would I put a single dollar into bonk that I could put into my winner.

Diversification is for people that are confused. The less confused you are, the less you'll hold at any given moment. Don't be diversified. Just be right and accept that if you're wrong you'll eat shit and try to improve your judgement before the next winner comes around.

If you bought $VEC when I posted this, you're welcome.

I'm buying more. The deeper I dig into the project's documentation and mechanics as well as the plethora of interesting on-chain activity involving wallets that were involved in the LBP or buying a lot of this token, the more underexposed I feel.

Judging by the timeline as well as the Vector Telegram people are clearly too distracted with the $VEC price to actually take the time to figure out how the fuck it works. A lot of people are holding off on buying or staking because they're asking the same 10 questions that are already answered clearly in documentation / with 5 minutes of research and a lot of people haven't even heard of this. I think we're actually a lot earlier than I thought we were initially.

It's at $30 now. My advice would be the following.

If you don't want it, don't buy it.

If you want it, but you feel bad about buying it at $30 because you faded the LBP or faded a lower entry, buy it. Looking at how high a chart has gone without you is a dangerous way to gauge the R/R on a trade. Everything about the project aside from the price makes me feel like it's early, and if I made the classic mistake of fading because I didn't buy all the tokens I wanted at $12 in the LBP I wouldn't have bought a ton at $17 that have now nearly 2xed. I'm really liking this trade.