top signal to be moonshot ranking one in app store or CM having 10k subs

better start selling then

execution is always the hardest part

you can have the right idea but wrong execution and still get burned

or execute too early and get burned

hmm

murad’s wallets for future ref

https://x.com/zachxbt/status/1843940648430493906

IMO game already solved within new verticals

1. new pairs: personally have not seen any upside looking at pairs below 1m in quite a while. the whole scanner / wallet tracker / kol frontrunning game has been run through, then dragged out and beaten to death a second time. look at MOTHER then WAP

2. alts: the playbook is solved - short bad alts, the people that are early have made it (see thiccy deleting GEv2 when he hit his personal line in the sand), the rest of us are seeing little to no edge as there is insufficient downside for alts already below YO, pumped alts are too squeezy for less sophisticated participants to short, its a pvp liquidation competition

3. medium to large caps / murad cult thesis: the people who are early (pre-murad, the people actually keeping the cults alive and actually running the shows) are also up big, if they were gonna sell (doubt it) this would be their big liquidity event — but since the pushes are not concentrated likely we see power law distribution in terms of % moves

think going ahead upside remaining for coins that have reasonable cults (small to medium sized cults) that have not gotten their chance to shine in murad thesis

could be seasonality: coins that happened to bottom when murad was making his metrics that missed the list, or coins that have died even further back, and are still alive but with lower activity count than his thresholds

Sharing 11 high confidence wallets with $24M tied to MustStopMurad so people can track them. I made a longer post on X/Twitter explaining my rationale behind mapping out this cluster of wallets.

ETH
0x6b411100c72ba2445e50ffd20839c28b3546de7c
0xcbd0dee0c3eed152c3398b062361becc4a15522b
0x13fc38ec99a8217a06d1dc6db8c0bf0ee97ebf7f
0x71b4fd11eef705ba60176e7c034cd1a4f97ae02d
0x30b46a659761b576a00028b44d1e37fdc64b034d
0x5b1569db234a0f2884814a3f7184f01cf641b0c6
0x464e0a666734ba93e231d929ace538eaf05ff424
0xdb47714727cba70f0408ba30dc4ea0b5ac436055

SOL
7QZGS7MQ4S6hRmE8iXoFTXgQ2hXVUCho2ZhgeWvLNPZT
GyBkVYkHBPMapyQeueQ6d44YthwqYiX4ajgnGLqq9P7r
2xn57hPD2v6ighJFPXNPSoiGUXkW4KKo8Hb3NpXmHZvZ

now the holdings of the “VC” of this cycle has been doxxed

will transparency make a difference?

let’s see

i don’t think zach doxxing murad’s wallet is a bad thing

with onchain it’s only a matter of time

if it’s not zach it’ll be someone else eventually

weren’t people screaming screw VC coins and exchanges cause of their opaque agreements?

so now when things are transparent why are y’all mad

if it’s because murad selling will cause a cascade then that means you prefer opaque selling init

> back to VC alts

Also highly recommend reading “Devil Take The Hindmost” by Edward Chancellor if you are already heavily allocated to memecoins

Super applicable in the context of crypto and it’s just a great book overall on speculation history

Moonshot Global Rank: >500
Moonshot Finance Rank: 177

Coinbase Global Rank: >500
Coinbase Finance Rank: 40

Phantom Global Rank: >500
Phantom Utilities Rank: 145

Murad did not try to obfuscate his wallets and bags so my opinion is that he planned to be a public diamond hand until the euphoria part of the bull cycle when memes have a final parabolic run.

He could have bought and accumulated each coin from 20 different wallets if he wanted, but he did not do that.

Now he can't sell anything without putting all his bags at risks, so this suggests to me that he did not want to sell anyway before the true euphoria.

gme was a warmup for the main event

but this time who can halt trading?

as we see people slowly create thesis and find ways to convince ourselves that we’ll go higher and higher

as people stop talking about tops

remember to follow some solid bearish people to keep yourself in check

thiccy is a good one

always good to listen to differing views and contrarian takes

very important

wrote a little here before: https://news.1rj.ru/str/cryptomumbles/4730