bored this morning so drop me some questions to answer, lil AMA type shit, I'll try to answer as many as I can, just comment them or if private questions DM me (don't beg/ask for money lmfao)

holy fuck I’m raped!!

holding size in 4 and have some other good coins on bnb that I’m just gonna hold indefinitely, if this shit actually is already all topped then whatever cz gay as fuck for having $99,999,999,999 and not sending a single coin to Valhalla or even binance spot lmfao

feeling mad burnt out, need a break, will lock back in if i feel like im missing out on good conditions (for my style) ofc but gone for now🫡

tipping the best shills, can DM me or comment it below as well. too many coins for me to go thru 1 by 1 and soooo much noise everywhere

not performing yet in this meta, been active but missed the initial rotation and not a fan of chasing all of these old coins after someone shares a thesis and 50 fomo wallets blast it lmao

seems like "good coins" are being created by the narratives and buzzwords people push, need to find the real winners. going to start deep diving projects again like the good old days lol

https://x.com/zinceth/status/1982930690296430910

edit: dont just post a ticker if u want to shill smth lmao post a thesis

I will never ever ever DM you or randomly ask you to DM me in comments. My ONLY TELEGRAM is @zinceth

Had like 7 different people including someone who runs a project almost get finessed by my impersonators today alone. They're in my comments here and will DM you as well

Pinning this again, haven't mentioned it in a while sorry for ping 💯

what if

I roundtripped over $700k on tokabu and still have over 1% on my ledger

almost every big meme out there has had a chart that looked like this at least once 🗿

been gem hunting hard for real plays that will stick around and aren't just x402 hype

haven't been feeling like documenting trades publicly much or sharing anything, but here's my current bags and thoughts. not performing well so far but I know how this meta will likely shift and that most of the coins running so far/most of the profit being made is just off slop getting hyped up...been midcurving them but w/e. None of my bags are super huge, just low 6 figs or less, no massive concentrated bets right now

in order from biggest to smallest (kinda, might not be perfect):

$tokabu - I still won't ever sell this coin unless it's actually completely joever or until it's where it belongs. clown me all you want, people love to grave dance on this coin but I stand on my opinion on it




$4 - still doesn't feel over to me, I don't know why cz and nance people would be feeding into the 4 hype while people speculate listings and beg for it to do well. listing giggle proved they're interested in spot listing trench coins still, although ig it stood out to cz since it had "utility" for being a meme, so who knows

$clanker - self-explanatory if you've been paying attention, it's doing insane revenue on base and always has been, but they finally were bought out and are now doing buy backs. undervalued based on current numbers alone imo, and I think the clanker eco is here to stay/will grow

$binance life - same as $4, first chinese ticker listed on major exchanges (especially nance) would be insane and stronger than people think in my opinion...even if it doesn't happen, I think hodling this is +EV for that reason

$tibbir - fumbled this, was in and a maxi in here/on X a while ago, read into some fud from someone I value highly and agreed so I sold (not their fault, was a genuine opinion). I think PA proves this really is no longer just speculation, and if it turns out to be what the speculation says it is, would be insanely undervalued here and even much higher. my bag is small compared to the market cap and my port but I want to try to stick around this time and slowly gain exposure over time for the long haul here. will prob end up trading it in and out a lot, idk

$kled - was and am still quite skeptical of the product, really hate to "support" or be in coins that I don't like and I don't like founders being deceptive...but avi is undefeated at these tactics and some way better traders than me keep tellin me how free it is so just putting my pride aside and will ride with a small bag lol

$neurobro - one of 10 agents that will be integrated on the base app's main page. has over 100,000 users, over 10,000 DAUs with 10+ min avg time, generates revenue by licensing/whitelabeling agents like @kaizen's agent, but they're rolling out a comprehensive Nansen competitor that will bring in a lot more rev, especially considering over 1,000,000 people will be onboarded via TBA (over 1m on waitlist already and this is on the main screen). speculative lower cap play but seems incredibly undervalued to me with this all in mind

$developer - tbh idk much about this coin but ant was a lil schizo about it and whenever he loves shit i cant help but tail

$fair - farcaster and it's eco will keep growing, a lot of people there are already using faircaster, the top holder on fomo app is a founder of a $300m+ AUM VC

$karum - coordination layer for agents, Coinbase Developer Platform tweeted about them integrating x402 before the x402 hype, seems overlooked but blends in with the 999999 x402 competitors so just speculative

$warp - getting a lil rinsed on this, its the official farcaster mascot and the entire farcaster eco/big contributors/team members seemed quite interested in it and the warplet nfts, only meme of this meta really, but its slowly dying so idk, was hoping for some good momentum on it but just gonna ride for now

$SORA - prediction market oracle with x402 tek on bnb

$wonder - 1 of the only Privy competitors out there, and has a lot of improvements over Privy like being 98% cheaper by utilizing x402. Insanely overlooked imo, dev is insanely cracked, privy was acquired for $1.1bln

$SANTA - one of the leaders/ogs of x402 meta, main dev is a core contributor to x402, partnered with Mantle aka ByBit

$noice - big updates soon, already liked this coin a while ago and was in when I first rotated to base a while back

$ZAIA - Projected ARR for 2025 is $1.9m-$3m while the coin sits sub $2m. flywheel and fits x402 meta

$SWC - I liked this a lot at first but its slowly dying and i feel like brian is the kind of guy to purposely ignore this since its a token and he hates mentioning tokens

$AVB - in pretty small, will look into scaling up my position but just wanted a lil exposure in case it goes stupid with him and everyone else talkin bout it. tim is goated

$a0x - nvm im retarded i mixed up a0t and a0x lmfao

$gain - got shilled in dms by someone, barely remember what it is but it was low and his thesis added up so i bought small idk lmao


those are pretty much all of my positions, prob missing a few things on other wallets that Im not at rn but yeah. few undervalued gems in there, mostly just high conviction stuff or big bags that I'll cut if need be

obviously subject to change, who knows I could sell one of these bags 20 min after posting this if I need liq or dont like it anymore or see a rotation opportunity, dyor

damn that shit so long it split into 2 msgs my bad 😭

Repositioned some bags into Believe just because my bags were wayyy too concentrated on base/similar narratives, if there is a real ICM rotation coming and/or Believe flywheel is really good then I don't want to be sitting all in on a different meta. (still majority in base shit and stuff tho btw)

thesis still the same for the above coins and nothing changed, but definitely should've thought about having exposure elsewhere lol

anyway, I might be chasing or w/e and I've been impatient lately/trading schizo as fuck but I'm just gliding through waiting for a real meta to form. if I lose some money or don't perform well right now, doesn't matter much because I know I'll have a solid edge again in the right conditions soon (and have capital ready for that). need a meta with normal runners and/or slow cooks that I can be convicted in again

would not mind a real ICM meta again (preferably longer lasting), let's see if pasternak wants to rape us again!

PASTERNAK DOES IT AGAIN

5 months for the most simple flywheel possible 😭

having a horrible past few weeks, tradings not up only

was late to the rotation and sized too small on the initial pump on clanker etc, rotated more size late and was chasing shit

need to be more disciplined with buys and gotta go back to blasting and focusing super high conviction plays instead of spreading thin

meta has been aids to me, super rotational and lots of narratives being made/forced by loud names, very little working products to be convicted in (that run), ton of runners are literally just because the dev has experience but no working product yet lmao

gonna adjust and keep moving, still ready to kill it when conditions are favorable for me and will make it all back and lots more as per usual💯

prob gonna capitulate some bags and reset a lil

doesn’t help that arc raiders been taking control of my life🔥🔥

taking a break for a while, performing shit + mental bad, November a shitty month for me and I need to lock in

down $400k on fomo in the past few weeks, is what it is, will bounce back when it’s time. been too content and just overall not disciplined at all for a while now tbh, gotta go back to my roots how this channel and my run started

good luck out there folks 🫡

https://x.com/zinceth/status/1989812128602055071?s=20 dropped a banger article, check it out

break continues while I wait for $surge to go to $1b

they're hosting a hackathon partnered with @arc as we speak

already spinning up hundreds of web3 apps and bridging web2 AI founders to web3, having them create wallets and more

https://x.com/samconnerone/status/1989626756517544199?s=20

billions

Going to simply bullpost surge and follow the journey while touching grass and life maxing for a while

Haven’t seen a better bet in ages and as long as it remains this way I feel no need to sit locked in 24/7, shit market conditions and no cooks, I’ll just be comfy in the next $1b+ launchpad and incubator

There’s never been a launchpad with more credentials than Pawel has, not even 1/100th the credentials imo

Read this and maybe you’ll understand

$cgpt and $kta were/are 2 of the most successful AI coins that came out of the trenches

Guess who was involved? 🤪

dont fade $surge without looking into it

idk anyone that actually put some time into digging into it that decided to stay sidelined or doesnt want to find an entry just sayin

dyor and maybe youll understand

Happy thanksgiving everyone

Insanely thankful for this space, changed my life forever and would be miserable without it

Appreciate you all for respecting me enough to be here and very thankful for some of the kind messages I’ve gotten over the past year

Whether you met your goals or not this past year or so of the bull, be thankful for the opportunity and to be able to be in the position to have the chances we have here. We’re all incredibly blessed if we’re breathing and healthy 🙏

Hop off the screens and spend some time with family and friends, nothing more important than that

Love yall boys, I’ll be back stronger in the near future after a month full of mistakes

if anyone off-ramped money via Coinbase or Robinhood, make sure you set your cost basis on there

my Coinbase was in insane realized profit because it marked all of my usdc deposits as $0 cost basis. would’ve been absolutely cooked on taxes it’s retarded lol

happy new year hope everyone had a good holiday szn