Y Archive

From July through September 13, I’ve withdrawn and cashed out roughly 3.5 million USDT. I’ll keep trading, but I also plan to keep taking profits off the table. Whenever my profits on FOMO reach a level I’m comfortable with, I withdraw a portion. For me personally, unrealized PnL is only a number until it becomes real cash. That’s why I try not to get too attached to any position or meme. Just sharing my own approach: stay grounded, manage risk, and don’t forget to take profits when you can.

yeon__ 20h I bought BATON because I believe a successful PUMP-paired token could bring life back to the entire pump. fun ecosystem. Once a major runner emerges from a PUMP pair, the market will start paying attention to pump fun again. Just because attention has shifted to other chains and platforms doesn’t mean it will stay there forever. pump.fun has plenty of capital and plenty of cards to play to win that attention back. Among PUMP-paired tokens, I think BATON has a narrative similar to Cashcat’s. If BATON becomes the leading runner, that attention could spread beyond one token to PUMP pairs as a whole. Fresh capital and deeper liquidity could also drive demand for PUMP and support its price. There’s something in it for pump.fun too. More users and trading volume mean more fee revenue and a stronger position in the market. A successful runner benefits the platform as well. And if other developers start launching tokens paired with PUMP, that one success story can branch out across the ecosystem. Ultimately, I’m not just looking at BATON going up. I’m looking at how its success could carry over to PUMP and the wider pump.fun ecosystem. I wrote this 20 hours ago. You can check it on FOMO.

Waiting for a catalyst to kick off the next big narrative is fine, but it’s also worth taking advantage of everything happening in the market. Do you really think the platform making the most money across all chains won’t push at least one runner from its own token pairs? I’d recommend questioning things and thinking them through as you trade.

Looking at potential catalysts for RWA + memes, I’m watching three scenarios. On HOOD, I see a leading runner emerging once HOOD pairs launch. On BSC, a BNC-paired runner could emerge. Or a BNB rally could send BNC stock much higher, with that momentum spilling over into related memes. I think we could see that trigger at some point. And finally, Base. I thought COIN pairs were right around the corner, but they’re taking longer than I expected. The longer it takes, the more I wonder if they’re holding off because of the impact on existing runners. Of course, that’s just my speculation. If I’m looking for the next big runner within the RWA + meme trend this year, these three chains look the most interesting to me. Everyone has their own view, but I’m planning to map out each scenario and decide what conditions I want to see before getting involved.

It looks like OKX is starting to push the RWA + meme narrative, and X Layer also seems to be trying to grow the ecosystem with a $5M liquidity pool. One of the launch platforms X Layer has been pushing recently is Ignix, and after Ignix posted a cat image, iCat was launched. It also uses a QQQ pair, so it fits directly into the RWA + meme narrative. Considering that a large portion of OKX/X Layer users are Chinese, I think the theme itself looks pretty interesting.

Remember this pattern. The more frequent Alpha listings become, and the shorter the gaps between them get, the more likely it is that the cycle is entering its final stage. At the same time, BSC tends to lose momentum quickly as that cycle gets exhausted. Right now, money is leaving the market across the board. Like every trader, you need to know how to protect your capital, not just how to make money. If you go all-in on every single bet, eventually you’ll end up at zero. That’s why you should bet when the right opportunity comes, and never regret taking profits. Opportunities come again and again. But to catch the next one, you need to still have money left.

The Alpha listing cycle is getting faster and faster, and the more frequent futures listings become, the more likely it is that the BSC cycle is nearing the end of its lifespan. It’s time to start trading less.

Wow, they’ve really gone all the way with this. Did they seriously force-switch 4STOCK’s existing BNC4 pair to USDT? Are they actually serious? https://x.com/LazyCat988/status/2097292921204797513

Right now, BNC is trading at roughly a 3x price discrepancy. If BNC gets back to a 1:1 level, I’m thinking about buying some.

It looks like every chain is starting to roll out some kind of launch mode where users can choose and create their own trading pairs. Solana is leading the trend, while on BSC we’re already seeing platforms like Brew and Flap. I wouldn’t be surprised if Base introduces something similar pretty soon as well. What we need to keep in mind is that while this kind of system feels fresh at first and opens the door to a lot of creative ideas, people will probably get used to it over time. Once the novelty wears off, there’s a good chance the market eventually goes back to square one. That’s why, in my view, the remaining opportunities with the most meaningful upside are still things like launching HOOD stock pairs on Hood and Coinbase stock pairs on Base. I’m still waiting for both of those pair launches, and I’ve heard they should be coming sooner or later. HOOD may take a bit longer because of the legal issues around it. Either way, while I’m waiting for those two pairs, I’m continuously researching what narratives and materials could potentially emerge around them. I have no intention of missing those bangers. At the very least, if you’re someone who wants to be prepared before the opportunity shows up, I think it makes sense to keep researching and position yourself ahead of time.

If you can use a CZ pair to create all kinds of different tickers, just imagine how many fun memes could come out of it. Check FLAP’s announcement for the details.

😂All we needed was time.

The core of this meta is the main cat on each chain/exchange. On Hood, they’ve kept pushing CashCat. On Base, they’ve kept pushing BaseCat. Meanwhile Binance created a whole “Cat” category, and Hajimi was the only one there that was also listed on Binance Alpha. On top of that, Hajimi is a massive IP in the Chinese-speaking market and was a cat that once ran all the way to 100m. So in that situation, would Binance really just give up on the cat meta and let other chains take it? I never thought so. Even if it wasn’t necessarily Hajimi, I thought Binance would definitely push some kind of cat and try to outcompete the other chains. And I think today basically proved that thesis.

I’ve been regularly updating my thoughts on Hakimi on FOMO. If you’re curious, you can check them out there.