i’m still holding my lmeow bag from ages ago

think the rr is great here now that market is slowly going risk on again

+ a term that is used commonly among crypto natives -> mindshare
+ gcr lore, people still adore him
+ personally think eth wakes up, ethbtc bottoms -> eth memes might go on a run
+ support reclaim, r/r is great at 10m
+ popcat breaks 1b, cat szn (?)

Sol unlock schedule, March 2025 big unlock

BREAKING: Sanctum launches Creator Coins. Anyone can launch their own coin: 1 Coin = 1 SOL, and creators receive ~$1/mth for each coin held by their supporters.

Source: Breakpoint 2024

Token 2049
-> Spent 99% of my time on 1 on 1s - these have been way more productive than any events
-> out of all the events, bittensor asia meetup was by far the best - saw real builders on $TAO which increases my conviction that this IS the AI coin this cycle
-> most projects are boring/lame/ just burning VC money. If we dont get an influx of inflow...the founders will leave and the coins will probably die....if we do get inflow, i guess they'll be ok for awhile? Idk - wouldnt buy any of these
-> liquid funds generally underperformed $BTC aside from those who also could trade crypto stocks , after filtering out their complaints - i think alt dispersion will continue.
-> many VCs are literally retarded.
-> mood was low despite the massive marketing budgets some of the projects have - reminds me of some MLM scheme actually lol

-> on $SOL, mad respect to the ecosystem. While idk if it will flip $ETH, i do think that now $SOL has a good shot at surviving the supply unlocks from the ftx sale... $ETH thought leaders also have lost touch with the ground base (maybe they are too rich? Idk - not a good look when that happens) the progress made in $SOL has been what... 5x faster than $ETH? Lol
-> On Perp Dexes, these have been unloved af - think they will make a comeback when HL launches.
-> On $LDO, probably sentiment bottom, nobody even hates it...people just dont care. Which as a bull, is great i guess - cant get any worse right? RIGHT???? Hehe

sui eco coins going on their next leg soon

sui probably chops and consolidates abit at current levels, will add more < 1.4

the urge to chase green candles..

$SUI inflation rate topped in July 2024, marking the bottom in price, which has increased 2x since then.

^

$MUMU listed on Bybit futures — Link

risk is coming back, so are shitfluencers

seeing a decently big account shilling clear memecoin scams/rugs

watch what you’re apeing and who you’re following esp during ez mode

closed my tia long