personally, i don't use tiktok or a lot of social media so i am pretty handicapped when it comes to recognising tiktok trends

you can't look to me any form of alfa regarding them because honestly i will be pretty late to most trends if given no time to position

$wait is a good example because i saw the meme, watched a video of the trend, thought it was lame, and didn't end up buying it

well price is 40x since then

i added $blob here as well at 6m, i had a brief look and do think its overlooked

what the project is doing is very unique with open source code, kinda like replicating tamagotchi on the blockchain

the blob grows!

https://blobana-whitepaper.gitbook.io/blob

theres also a problem of tiktok having so many trends happening at once

even if i was a tiktok user idt ill be able to recognise them all because its all algorithm based

also because there are so many trends that come and go with few sticklers, the meta can get very dilutive or pnd

not sure how to find conviction in holding most of these

UNLESS the trend is strong and lasting, but then again how would you know?

need tiktok quants

/send_help

majority of ct looks sidelined as well

seems like chillguy is a real normie coin, probably the first one this cycle

we are their EL instead rn

Michael Saylor to deliver 3-Minute presentation to Microsoft’s board of directors about investing in Bitcoin. - CoinTelegraph

degens are speedrunning the trends of the past many years onto pumpfun basically uploading the whole tiktok on the blockchain

the faster we get done w rinsing gamblers and every trend, the faster we rotate elsewhere

24h at this rate

a lot of people questioning their ai bags and some have alr capitulated during the drawdown

we've seen this many times before

the emotions of others is what makes you money

this is why there is always value to capture in the market

capitalize on it

buck looks to be bouncing and consolidating

a lot have capitulated at the bottom whereas smart money have been accumulating

coins exchanging hands for cheap

$Buck is probably a bid.

FLqmVrv6cp7icjobpRMQJMEyjF3kF84QmC4HXpySpump

A. Retail likes easy to understand memes (gme = memecoin of tradfi)
B. Wallet activities show very interesting actions (see below)

1. HFNB just deposited 180k and twapped today:

https://dexscreener.com/solana/dgos4pkm2nxdxajaftkhpo3nrzustbqdd5e47ztk1ic9?maker=HFNBAkywG5EaX9kVhMKyGGwdFqre7gZPsPRC8kQs3g2M

2. A6nh twapped on day 2 and didnt sell (#11):

https://dexscreener.com/solana/dgos4pkm2nxdxajaftkhpo3nrzustbqdd5e47ztk1ic9?maker=A6nhQdJQQx1STxDEEek7QpcaVyzbwAZeTvQGoYEJpt9V

3. Eqxr added on day 3 and never sold (#12):

https://dexscreener.com/solana/dgos4pkm2nxdxajaftkhpo3nrzustbqdd5e47ztk1ic9?maker=Eqxr8e3tuavYEV5xbomqkCrrkJ69xVaGNm5ZwKc4k2aZ

4. 3z9q added on day 3 and never sold (#14):

https://dexscreener.com/solana/dgos4pkm2nxdxajaftkhpo3nrzustbqdd5e47ztk1ic9?maker=3z9qk7LW3W3Z2MygZSM14hPPUae2yiEXG8HcDLt9Av4v

5. HD2s added on day 3 and 4 and never sold (#16):

https://dexscreener.com/solana/dgos4pkm2nxdxajaftkhpo3nrzustbqdd5e47ztk1ic9?maker=HD2sAksiPtJRUbtReLfbvH1m6phDDn9avsBJteN29qEV

6. E82u added on day 2, 4 and 5 and never sold (#17):

https://dexscreener.com/solana/dgos4pkm2nxdxajaftkhpo3nrzustbqdd5e47ztk1ic9?maker=E82uKSzbi1YHuEPDkVV93xz5zE7phNeMmENQieyyX3kH

when pnut ran it was still debatable, but personally feel that chillguy was the nail in the coffin for gen2 memes

gen 2 memes are those that existed before muradfolio (inclusive), the ones we cooked up thinking retail will eventually buy our bags

personally don't think there is a distinct line and there definitely will be exceptions, but idt majority of gen2 will make it

those have officially been relegated to pvp narrative in my books

i think ill slowly rebalance to AI, select gen1 memes with a side of tiktok memes

would still mostly allocate to AI, then rethink how to balance the non AI side

the only two non-ai gen 1 memes i hold rn are suwi and buck

rest AI

this will be my default moving forward until proven wrong

we'll see in time

i'll adapt if necessary as market's flavour changes