Duck’s Pond

https://x.com/MCGAlpha/status/2065111607881949448?s=20 A lot of alphas dropped in here. The most interesting one is the thesis rev share social feature. If executed correctly, Karma would become the first social app experience that actually rewards traders and creators based on whether their calls played out, not just engagement or volume. That is the key difference between this and X rev share or pump.fun creator fees, which simply pay for attention and end up rewarding shillers over researchers. Currently speaking with the dev in regards to the implementation details. My push is that the payout should be based on the quality of the thesis and whether it actually played out (positive pnl over a certain time horizon, timestamped at the moment of posting). That version of the feature pays traders for being right instead of being loud, which brings higher caliber traders onto the platform. In turn that onboards more users, as people want to be exposed to an environment with provably profitable callers. If this ships volume based it is just another fee share. If it ships performance gated, Karma genuinely distinguishes itself from every other app on the market. A very good start in the right direction.

Karma is a layup. Read through my Fomo thesis as to why. Simply much better product, more customers, better revenue, etc than the first time we bought this during ICM meta last year (held from 600k to 5M plus). Dev is going on MCGLive tomorrow also.

I hope everyone is doing well. Remember it's okay to step away from the screen. Screen time doesn't always equate to quality trading especially in this market. Take a deep breath and come back when you have an edge again.

By the way, I highly recommend locking in on stocks. Whole bull market happening there and very much fit my trading style. It’s like Solana ai meta but sizing is never an issue and you don’t have to worry about bundles touching you. The skill transfer imo is 1:1 if you’re a conviction trader.

It’s not a Clawpump eco coin btw. It’s a pump coin but the infra has been implemented into Clawpump eco for all agents launched on there. It can very much extend beyond Clawpump and it will.

This can very much be the identity/reputation infra for the solana agentic rails Already integrated into clawpump so all agents launched from their has their own identity and rep Squire also uses the same infra and the dev of squire also vouched for the quality of SAID.

Still bullish on this. Once it gets the right eyes, it’ll get repriced properly

of all the things out there i am most bullish on Squire

Seems very obvious to me.

https://x.com/0xgilbert/status/2060464057434374361?s=46 Undervalued. I have also reached out to the SAID dev to get a sense of direction the project is heading in and its very promising from what I been told. Okie. Last update regarding SAID here. Feels like I gave all the info that I can anyway. Have a good weekend.

think market will eventually catch up

Been building for months and followed by Solana. There’s actually a lot of info for this. Highly recommend you do your own digging. This being at sub 1m for an identity/reputation infra layer seems very cheap. Barely anyone in on Fomo too.