Regarding $VEC, this is for those of you that want to know what you should be staking on Vector / whether to mint vETH

https://twitter.com/maybectrlfreak/status/1751299641109320043

If anyone wants a 41MM Datejust w/ black dial for retail ping me in chat before it's gone

Too similar to my watch but don't wanna waste deal lol

I’m assuming that now that Zeus has literally confirmed the connection between Ohm core contributors and vector / $VEC himself I can stop posting breadcrumb trails now. It’s official.

So we know for a fact that the developers have both the pedigree and the network, + tailrisks related to protocol security just became negligible

Huge?

It's gone. Bought by @Suganarium

Congrats on the new watch glad I could hook up a homie <3

ERKYpXQNHXNJxgWBt9X5CSs4w1SSLWmXMsm1zRCoiqPs

dev sold his coins prob why the liq is so dogshit ... it's up a lot it's already a pvp coin

degens only u know what ur signing up for

Posted this unofficially in gen chat and we're alr up bigly but seems like a few big players are trying to get the jeet dev rekt

Risk 10/10 full gamble but could pop

I'd like to bump this considering the group has nearly tripled in size since this was posted and it remains a very compelling thesis imo.

The reason I'm posting this now is because a 7 figure wallet just randomly dumped 20 ETH into it in one clip. This isn't particularly insightful but interesting enough to mention. If you haven't checked this post out, check it out. Noticing some accumulation happening recently and don't want people to forget about this one because I think it'll be a hit eventually.

It popped lmao. If you took the risk on this one with me last night you're up about 15x from our initial entry. Probably a good time to take some profits if you haven't already since I've noticed a lot of you like to round trip literally everything.

By the way, we're officially past 1K subs in the channel! If you haven't already joined us in the discussion gc, you should do that now and join t.me/thectrlroom so you don't miss out. There's a great community forming in there.

Did not expect that the channel would blow up this quickly but 1,000 in the first week is huge. Appreciate all the support <3

Fortnite tip of the day:

Nobody has ever lost money taking profits.

Also let this be a reminder that if you're not in the discussion gc at t.me/thectrlroom you're getting 50% of the value that the people in both are lol

You prob sell $MILK now

rEMEShH9JMJixvouzRXYEoXqN3UhFfxBx3Xt4v1BUv4 is fucking teleporting upwards out of nowhere so I just aped

Looks like a possible revival. High risk.

Again, if you're not in the t.me/thectrlroom discussion channel you're missing out.

If you bought this when we were degening you're up 30x now.

I'm going to provide a very rough analysis on a token I literally just discovered and am researching as we speak called Whirl

$WHIRL

Analysis

Put simply, Whirl is a dApp for anonymous transactions. It's core USP is privacy / anonymity when moving funds. Their product intends to allow users to move funds anonymously between multiple chains, in any desired amount, with a single transaction.

None of the above really matters. The USP is decent and useful in theory, but we're trading in the midst of a zeitgeist that has normalized launching "buy token now, use product later when we build it" utility tokens to the extreme and what you need to know about these projects is that they usually benefit seed round participants, private sale buyers, LBP buyers etc far more than people that actually buy the token on launch. Half the time the product never sees the light of day.

As a result, when I see on chain launches like this the majority of my analysis and due diligence revolves around the above and attempting to distinguish projects with legitimate potential and a material product from projects where seed investors will dump on me for 20x on day one.

As I said, I literally just found this token. But I've decided to keep my eye on it and punt 2 ETH in because of something I noticed while scanning their Twitter.

In the roadmap thread that was posted a few days prior to launch, Whirl mapped out a few next steps following TGE and what we can expect. What's interesting to me is that the timeline given for actual product rollout kicks off immediately post-TGE and seems to also detail MVP feature inclusion to some degree of specificity, making me think that perhaps the core functionality of this product will already be live and accessible at launch and that the devs actually have something ready to ship. This sounds like the bare minimum you'd expect but honestly recently so many things have launched that are 100% "coming soon" and that throw dates out at least a few weeks from TGE that this is surprising to me.

So here is my thesis in very simple terms.

I think there is a chance that people will price this token as a typical on-chain vaporware "product soon" launch that will nuke very hard and that the token will reprice as they ship rapidly because there is an actual product ready to ship that's further along than what most on chain launches have brought to the table in the past month or two. If this is the case, I would assume it means that the developers care about their project on a longer timescale which hopefully means that they've done a good job at establishing terms and curating a seed round cap table that isn't infested with certified dumpers. That's the bull thesis I am beginning to form.

I think there is also a chance that the above may not pan out smoothly, as well as a chance that even if it does perhaps investor terms are egregiously in favor of early investors and we end up seeing so much sell pressure that no matter what they ship we go down a bit before we go up at all. I don't really know, since I don't know who's backed this and what the terms were as of right now. That's the bear thesis I am beginning to form.

My takeaway at the end of the day is that this is at least worth keeping an eye on, especially if they end up seeing substantial adoption considering that revenue share is slated for the first week following launch. I punted 2 ETH at 0.20 to have exposure because I like to have exposure to new things in current market conditions. That does not mean you should to, but it's worth looking at in my opinion. Proceed with caution.

Links

Twitter

https://twitter.com/WhirlPrivacy

Website

https://whirlprivacy.io/

Telegram

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

Chart

https://dexscreener.com/ethereum/0x241119ed19043e432e2480ec93b5209ba178eb2d

Risk

8/10

According to someone in t.me/thectrlroom vesting terms are a 5 month linear vest with a 1 month cliff.

For those of you that are unfamiliar this would mean that 0 tokens unlock for the first month, which would be very bullish on the above because my biggest tailrisk here was sell pressure from the successful seed round. This is a trade and not a long term conviction play, so I don't intend to hold my bags for a month without seeing profits. We're already up 2X and this is probably why because if there was no cliff we would see some big sells by now.

Reducing risk assessment here to 7/10.

https://twitter.com/maybectrlfreak/status/1744806872907944301

I want to start easing into a conversation about a coin I've been chucking ETH at since last July/August

$RLB

Analysis

This is a very strong conviction play for me and a trade that unlike many I have never doubted or second guessed. I've been in RLB since $0.07 (Prior to new tokenomic model and bear market hype) with size, averaging up to probably over $0.13 at this point.

It's honestly hard for me to even write an analysis about $RLB because I've written about this token at length to such an extent over the past several months that I don't think I'd capture every point in one message here without making it obnoxiously long so I'll start by saying that my general thesis is that this coin is tremendously undervalued, it is coiled up like a tight spring, and it is destined for a disgustingly hated rally that could make even $1 price targets seem conservative.

Rollbit makes money hand over first and captures both the online casino demographic as well as substantial volume and revenue via it's futures trading platform. It's sportsbook does serious volume too, and it's revamping it entirely any day now which will certainly boost stats even further in terms of sportsbet revenue.

I'll give you the short version. The RLB buyback & burn that everyone knows about by now is currently a buffer. It makes the immense amount of sell pressure from impatient hands that bought the hype as well as people up hundreds of Xs from TGE feel more like a slow grind than an aggressive dump. When that same buyback & burn turns into a tailwind this coin can run like mad, which I am convinced it will because it is undervalued as fuck.

It has meaningful utility, amazing value capture that is aligned with the best interests of the actual business as it correlates directly to revenue, and it is hyperdeflationary at this point. 0.1% of supply was burnt in a single day alone last week.

Rollbit is literally in the top 5 for daily gross revenue. And that's only now that volume on things like Uniswap have picked up a ton. During the bear, I remember a point where it was literally #2 across revenue generating protocols / products in crypto. #1 was literally the Ethereum network lmfao.

I could give you a million reasons why this coin will be a kingmaker and could randomly explode on any given day for it's pre-ordained teleportation to 0.50+ but there's plenty in my Tweet history and all over the internet already as is. Perhaps this thread I wrote a good while back is a start:

https://twitter.com/maybectrlfreak/status/1704408681880682756

I get excited when I remember that I hold a massive bag of RLB and it's still quietly going sideways and burning supply every single hour. I'm so comfy it's insane. Today it spiked up to monthly highs and I figured I'd post this because it might mean we'll see some movement soon, in which case it's a good time to share. And if it doesn't move I'll be buying some more, which also makes it a good time to share.

I'm pretty schizophrenically bullish on this coin.


Links

Twitter

https://twitter.com/rollbitcom

Website

https://rollbit.com/

Discord

https://discord.com/invite/Mwx3zqH

Chart

https://dexscreener.com/ethereum/0x510100d5143e011db24e2aa38abe85d73d5b2177

Risk

7/10

I've been researching this airdrop / farming opportunity for the past hour and I think there's a high chance you can do quite well on it if you get started this early. It's extremely early.

Category: Airdrops

BounceBit

Analysis

I think this might be an opportunity to get into a passive airdrop farming opportunity like Manta / Blast very early with potential for high returns.

BounceBit is a BTC staking chain designed for Bitcoin and backed by Breyer Capital, Binance Custody(CEFFU) and Mainnet Capital.

It features a unique dual-token staking system enabled by PoS that pairs native BTC security with full EVM compatibility.

Basically, validators are selected from stakeholders who stake either BTC or their upcoming BounceBit token. BounceBit's token has already been confirmed and appears to be promising utility via both revenue distribution and governance.

Now let's talk about why I think this airdrop might print.

It's worth noting that this will be a first mover as it's the first BTC native staking chain. This fits quite well within the continuously expanding narrative / trend cycle of projects developing X or Y common EVM application but for BTC. Personally I think this fixation is silly, but that doesn't matter. What matters is that it's a trend and pretending that BTC is EVM is hot right now.

Moving onto the interesting part of the thesis, let's focus on Bounce Launchpad.

Bounce is already quite known thanks to $AUCTION, Multibit / MUBI, and SatoshiVM. What these things have in common is that they printed and it's no surprise that Bounce is running this hot considering it's pretty known at this point that they're fairly auxiliary to the "Binance Cartel" and Bounce itself has some hot backers including Binance Labs, CB Ventures, Pantera and the like.

In short, it's been pumping out some printers and this seems to be the next in a long line of random excuses to launch tokens to pump.

That's pretty much all it takes to sell me on a passive opportunity for what might be a fat airdrop. With Blast, people who decided to farm by depositing Blur did best by getting in early thanks to their multiplier mechanic. With Manta, generally most people got in too late to see sizeable rewards and people in early did much better. This is basically next in line in the "please deposit money and farm this" niche, and I'm serving it to you on day 1. Similar to the above the mechanics of this one also heavily favor those that got in early, so getting a head start on this now is probably wise and I'm already set up and farming.

You'll need an invite to join, so I'll include some below. Full disclosure that these are also reflinks that benefit me if you deposit 0.1 BTC/WBTC or more, but I'm pretty sure you benefit off my deposits as well and I'll be adding to this. I'm quite optimistic that this will be worth our time and would recommend depositing at least 0.1 BTC to get a spin for point bonuses.

There are a few options to deposit, but I would recommend WBTC via Metamask as the easiest. It's just wrapped BTC on eth chain, and you can use Uniswap or whatever you prefer to swap ETH without having to actually have anything on BTC chain. Funds will be locked until at least April if you choose to deposit but our funds are safe. Same deal as Blast / Manta.

Please do not waste these if you aren't actually going to farm.
If you had $AUCTION, use that wallet. I think you get a bonus.

Some codes you can use.

https://bouncebit.io?code=4406B
https://bouncebit.io?code=I6W18
https://bouncebit.io?code=0ZPBP
https://bouncebit.io?code=8JEZX
https://bouncebit.io?code=H5BK7
https://bouncebit.io?code=ICRK9
https://bouncebit.io?code=P4SY0
https://bouncebit.io?code=C1UD8
https://bouncebit.io?code=1G9MR
https://bouncebit.io?code=J82LM
https://bouncebit.io?code=XT1VM
https://bouncebit.io?code=UZ4O6

If these are gone and anyone needs one and is actually going to farm, DM me and I'll hook you up. Trying not to dump all of mine here and waste them on people that'll insta claim and do nothing.

Links

Twitter

https://twitter.com/bounce_bit

Risk

2/10