kioto's research

https://x.com/0xkioto/status/2103516124574830659 we just dropped our first post at sparsity. Its about this cycles runners compared to last cycles runners. We tried illustrating the bigger picture here. It's one of the most important skills to be able to think bigger than the current market taught you. We are a few drawdowns away from billion dollar market caps imo

Let me know what you guys think about the new theme btw

https://x.com/0xkioto/status/2102881282053284145 From today the sparsity era starts. We will start using the new theme, new tech and much more coming soon. Here I analyzed whether the capital flowing out of robinhood actually starts trading on solana. It looks like it doesn't. Trading activity just slowed down in general. It didn't rotate

https://x.com/0xkioto/status/2102747432865931622 Hey guys, I have been posting research under the optimist brand for a year almost. Me and my good friend Conviction have decided to build our own research firm. We will now post regular research articles / data through Sparsity. I would really appreciate the support of every single one of you on this new endeavor ❤️

I see a lot of opinions on this topic that I think are just short minded so if you disagree with me here let me know below the tweet. Im happy to discuss

https://x.com/0xkioto/status/2102338216883864053 I've analyzed the trader behavior of fomo traders. Everything leads to LONG as the main launchpad and $AI

⚠️ SECURITY PSA: UPDATE YOUR IPHONE — RESEARCHERS REPORT A SAFARI EXPLOIT CHAIN CAPABLE OF STEALING CRYPTO PRIVATE KEYS, SEED PHRASES AND KEYCHAIN DATA SOURCE

I just heard of a story of someone getting drained for multi 6 figures just because he had an outdated IOS version and a lot of money on a hot wallet. update your phone to IOS 27 immediately

gm Majors are looking great. Onchain looks great. Everything looks great. Stonk and Allinu both did very well from yesterday. I'm continuing to hold both of them for a while. AI and Boner are looking good too. PA yesterday was quite scary I can't lie but I think we will need to wait a little longer to see this trade play out. Nevertheless I think onchain looks exhausted for the most part. Nothing looks really interesting to me on a lower timeframe. It's all reiterations of previous narratives on a new chain. The 500th launchpad that pairs a coin with another coin. Inference coins running as a beta to Orbio. It's all tiring and everyone knows the outcome. LONG and STONK are interesting new primitives that I think will do very this cycle but I think both need to consolidate for a little longer. This is everything but a bear post. We are going so much higher. Turn off your brain and buy season

I'm running analysis on STONK vs PUMP & LONG vs PONS What data would you be interested in?

Okay I have been afk this weekend but now Im back. We have seen a nice new ATH on AI and a drawdown and break of structure right after. I have to be honest from a PA perspective its not looking bright. Luckily I'm a research trader more than a PA trader. I think LONG is still the superior product in RWA pairs. We will win eventually but we might need a while of chop before we do. I haven't sold any AI and won't do so. The more retraces we have the more supply is migrated to stronger holders. As you can see there is one coin outperforming in my watchlist and its STONK. In the past I have faded a lot of opportunities because I was bag biased. I think LONG is the superior product but STONK has a few components that make it unique and innovative. I'm talking about the coin/coin pairs for example or the coin/collectible pairs. I took a position in STONK at 130m ish and also called my position in here a few days ago. Timed the pico bottom there and will hold this bag for longer. I've also added the only token that I think isn't forced and has an organic community behind it which is ALLINU. I'm running some analysis on PUMP vs STONK atm and will update in here shortly but thats my plan. tldr: don't sell any long bags don't fade stonk eco don't revenge trade on a drawdown

https://x.com/0xkioto/status/2100559091198255271 take a look at this data. Holders & flippers win much more often on LONG than on PONS in any case. I sat on this data for a few hours and it was really annoying scraping it so please leave some likes guys I will run this analysis on PUMP vs STONK as well soon but I probably already know the answer

What established coins are you guys buying on this dip? Shill me your bags with a thesis. I will read through them and buy some. Great opportunity to scoop up some great projects on this drawdown

Arc launched today and we already saw a few pumps. My opinion might be controversial here but I think arc has no longevity and will be dead in a few days. The top three coins and also the only coins above 10M marketcap are launchpads. People are selling the shovels in a area without any gold. There are no organic memes doing well. This has two main reasons. First of all Circle is a company with a huge institutional customer base. These institutions won't buy our inu meme. The 25M+ retail traders from the robinhood app will. There is no distribution engine for this chain and therefor no catalysts for a coin. Think about it. What catalysts are there for a meme launched on arc other than a team interaction that is short lived and the final catalyst in this case. A lot of people are hoping for returns that we saw when robinhood launched. Thats exactly the reason why this won't happen. People borrow conviction because they saw it worked on robinhood. Once the music becomes quiet all these people will sell. Also don't forget that experienced traders got in all of the arc coins 100x lower through otc desks before the chain was live. You have no edge here. With that said how do I play this? I think its fine to gamble on a few arc tickers with non substantial money to do something. Other than that I'm adding to my LONG bags on this drawdown. I also bought some stonk here for a scalp. With Allinu running it could have legs once this short lived arc meta slows down. Don't take my word and sell any bags because of this. This is just my opinion.

https://x.com/0xkioto/status/2099850388400693315 I'm so bullish on the Inu that is a disguised infra bet on the long ecosystem and tokenized equities on robinhood

The Robinhood chain already generates more money than their for years established crypto business. When annualizing the last 30d revenue of the chain you get to $408M which is more than their entire crypto arm annualized from their Q2 revenue. Vlad and the team saw the money this chain brings in within its first few months of existence and will surely try to accelerate this development. I'm all in robinhood and think it will be the best bet I will take this cycle

what if there is no gold

There are TWENTY ONE launchpads on arc before the chain is even live. This is mental and I wouldn't be surprised if arc is just a big rape fest because of this. I will personally play arc and look for some spots to frontrun but this is insanity

https://x.com/0xkioto/status/2099122821213385093 I think its important to look at this ratio. 6.5x the rate of flippers to holders on stonkfun and longxyz. I know which side Im choosing and will only increase my longxyz exposure