crazy stuff ath 120m

congrats to those that held longer than me on uro/rif !

quick lesson for myself today

despite being in a pve market, some narratives are still pvp

a quick denoscription would be that pvp narratives are ct centric

avoid those and you'll be fine

personally think unit bias is very real

since most things are from pumpfun these days, it is likely that trad memes will suffer more as compared to sentient memes

just current take

only matters in the higher brackets ofc

people were paying millions for a picture of a rock and 6 figures for an owl

not even close yet

i threw all my remaining stables into buck, the gme mascot around 70m average

will try to accumulate more if we get lower

initially i was quite wary of this entire mascot pvp and was hearing that gme might launch their own mascot token, but after this tweet idt thats the case anymore

given gme's mindshare from the previous dumb money cycle, buck should be quite front facing as well

in terms of mascots this is the one that makes the most sense to me

will observe as we go along

trying to do some internal calculations and size adjustments accordingly, but the price really isn't allowing me to think

hm

i see a lot of ct folks replying under buck's post asking for ca

what are the odds that a legitimate web2 company would want to be implicated with web3 memecoin scandals?

almost zero to me... so i don't expect any form of endorsements or pvp vamp attempts from here on out now that there is only one leading buck

then we take a look at buyer profiles for current leading mascots

the leading mascot now is LUCE, the vatican's mascot @ 200m. religious aspect can potentially deter non catholic buyers. milady aspect is mostly ct oriented. it has binance listing rumours propping it up rn tho

the GME mascot could potentially see the degens of 2020 bidding something recognisable, the same ones that enjoyed the GME short squeeze, while also being a very normie friendly meme

symbolism of GME is another thing, but that might be a stretch for a case

mascot play also makes more sense for a memecoin as compared to meme stock like GME on sol that mostly relied on roaring kitty's tweets to pump it

if lester the LTC mascot can pull above 100m, i don't see why buck can't when its more pve

current take is that buck below 100m feels free and that it can potentially flip luce as the leading mascot token

sized up abit more here before i end the day

if i wake up to a dip will consider rotating some bags in

oh, if gme explicitly rejects association with the token it'll probably nuke prices but should be a nothing burger

however, on the more extreme end of things would be if they choose to sue over IP rights etc. like nala's (sharkcat) case previously, then things might get a bit tricky and uncertain

there's always this risk when dealing with copyrighted content

i still maintain the view that ai is still the best vertical as it acts as a schelling point for most people

majority of my allocation will remain in ai memes with very selected trad memes

been getting a lot of kind dms recently

just wanna say thanks for all the kind words and being so supportive and encouraging

hope everyone achieves their cycle goal! 🤠

i tend to miss a lot of dms, so do ping me again if it’s important and i’ll try to get back to you when i can

don’t ask me for money cause you went bust in the casino or send me a link cause i ignore sus dms