we previously talk about the next 100x not being out yet, but it won’t be pepe or doge

now the 100x is unfolding in front of us and it’s best you get on the train as well 🫡

nfa dyor

https://x.com/0xlawliette/status/1735511573517750693?s=46&t=US8hdKu5FCAqApEd0gFyVQ

[Portfolio Update] - 15/12/23 (in descending order)
BONK
SOL
ETH
LINK
BTC
INJ (mostly staked for airdrops)
TIA (mostly staked for airdrops)
HMX (vested airdrop)
RLB (might rotate out soon)
BITCOIN (for the lulz)

same update as before, winners remain winning, so i've been rotating slow performers into winners and it has proven to be the right decision so far

portfolio currently at ath and i hope it continues to do so

i didn't include short term trade bags cause it changes too quickly as i trade around and i didn't include my nft holdings as well

looking to buy back kompete because it got drained from my wallet previously and i was up >5x on it...

probably need more ai/gamefi exposure as i expect these to be leading narratives in the coming run, so will continue keepin a lookout

lastly, will likely rotate and reoptimize once again after recent price movements + will venture into more small caps for increased risk exposure

Jupiter's JUP airdrop on Solana is expected to happen in January.

Here are a few updates till now.

‣ Changes in the tokenomics:

• Total supply: 10B
• 50% [Managed by Team]
• 50% [Community]

The alteration involves splitting the previous 20% dedicated to the pre-sale into two parts: 10% for liquidity provision and 10% for contributors and grants.

↻ Also, the 10 thousand community airdrop review submissions have been completed.

The final allocation count will be released tomorrow.

https://twitter.com/its_airdrop/status/1735592202175492602

[JUP]

some initial thoughts on jup (highly subjected to changes ofc)

this will be the strongest coin out of the 3 jup, jto, pyth

i've mentioned before my thoughts of how jto gains will be rotated into jup here

why strong:
1) jup airdrop is retroactive

jup airdrop was designed to greatly reward OGs and sol maxi users than have been interacting w sol even when it was in the dirt. looking at jto, late stakers could've still qualified if they staked maybe just 3 months back, but for jup that isn't going to get you anything/much

the difference in multiplier for OGs is HUGE, so main beneficiaries are OGs and maxis.

do you think OGs and maxis will sell their jup esp when sol eco is the hype rn? and esp after going through a year of shit from everyone when sol 'died'?

for reference, you can see general sol maxi behaviour during the jto/pyth airdrop. most held for awhile before selling at higher prices.

hence, i expect low selling pressure from jup, lower than jto likely

2) main native dex of sol

if you've dabbled around in sol, you know that jup is miles ahead of its competitors (orca, raydium, meteora, etc.) and it will continue furthering its lead

3) capable team, delivering non stop

we have jup perps (beta), limits, swap, dca, bridge, all in one platform

4) staged airdrop

users will continue interacting after (in fact even more) the first airdrop to try qualify for the next few -> metrics up -> more distancing from competitors

5) previous airdrops playbook

clearly after tia's airdrop success, market sentiments have been great and airdrops are now bullish pumpin events. it'll stay the same

i'm still waiting for some napkin or moon math from influencers to understand ct sentiments on how high they're expecting it to go

but the way to play it shouldn't be much different from jto or pyth

also we'll have to see how the overall market condition and state is in january, because when btc etf approves, liquidity flow changes

bought a solana saga phone

dk if it'll actually reach me from EU

!pray

https://store.solanamobile.com/
https://www.forward2me.com/ (i shipped to germany then to my country)

why get one other than the bonk arb?
https://twitter.com/GenesysGo/status/1724448769012326485

The Ultimate Ordinals/BRC-20 Directory

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◉ @xverseApp (xverse.app)
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◉ @ordcity (ord.city)
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Aggregators
◉ @ordinalhub (ordinalhub.com)
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Explorers
◉ @ord_io (ord.io)
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BRC-20 DEXs
◉ @unisat_wallet (unisat.io/market)
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BRC-20 Price Tracking
◉ @ord_io (ord.io/coins)
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◉ @unisat_wallet (unisat.io/brc20)

APIs
◉ @hirosystems (docs.hiro.so/ordinals)
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Discord Authentication
◉ @BitCheckMe (bitcheck.me)

News
◉ @Ordinal_News (ordinalnews.io)
◉ @OrdinalLabs (ordinallabs.io)
◉ @OrdinalsGlobal_ (ordinalsglobal.substack.com/potential-va)
◉ @OrdinalDaily
◉ @1btcnews (1btc.news)

Analytics
◉ Innoscriptions (dune.com/dgtl_assets/bi…)
◉ Marketplaces (dune.com/domo/ordinals-…)

Docs
◉ Ordinals (docs.ordinals.com)
◉ BRC-20 (domo-2.gitbook.io/brc-20-experim…)

#resource brc ordinals

ARBITRUM DOWN

> bloomberg starts covering bonk
> retail sees bonk
> "ooo bonk!"
> ushering a new wave of EL

https://www.bloomberg.com/news/articles/2023-12-15/memecoin-bonk-rides-high-on-solana-sol-blockchain-s-comeback-from-ftx-collapse