victory
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What the market wants right now is an AI runner on Robinhood — a clear king play like Cashcat.
I think UBIK is the strongest candidate, and I'm holding it. The reason is that I think it can land a follow from Vlad.
Anyone who was around during the AI agent meta knows how well the aixbt team can take over mindshare. By the nature of its utility, it's built to get heavy exposure on the X feed. If UBIK starts pushing content across all social channels around the clock and interacting with a lot of people, I think the odds of it catching Vlad's attention go up a lot.
This team has an incredible feel for the game, so it's going to stand out. And if they get that follow, it has the potential to grow to Cashcat's level.
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A lot of people have been DMing me about microduck.
I haven't sold a single $microduck.
And I won't — not until it plays out the way I see it.
You copied my trade. Can you copy my conviction too?
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Between July and September there were 4,655 private GitHub commits — almost certainly work on ubik. Worth noting: Sept 2 was the day the ubik token launched
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A few words on Pluto, the one I posted as a "Robinhood MARS" play.
At the time, I saw it as a beta play on MARS — something that could ride along as MARS moved.
MARS has played out exactly the way I mapped it from the start, and I'm still holding a large position. Today it got its spot listing, which was the biggest trigger I'd been waiting for. I was happy — not just about the money, but about seeing a thesis play out the way I'd called it.
Riding that high, I looked at Pluto, thought "hm, not bad," bought some, and shared it without much thought.
Looking at it with a clear head now, it's not an alpha play.
Anything built on "this reminds me of X" can't be alpha by definition. If it evokes something, it's following a pattern that already exists — and something launched on the back of an existing pattern is a beta play. I do take beta plays from time to time, but I've never shared them here. They're small side bets I make for fun while watching the market, not something worth putting in front of all of you.
That's why I deleted the post. Leaving it up meant anyone coming across it later would just see my name on it and blind-ape in on trust alone. I didn't want that.
Today I was riding the mood and got careless. That's on me.
From here on, only alpha gets posted. Taking a short break until then.
