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Посты канала
This sums it up really. It couldn't make it on Noxa and it motivated Ozzy to create Pons. Now we have $Brodie on Pons and its the only meme ever shilled by Ozzy
| 2 | https://x.com/lemon_swiftie/status/2079593210847060136?s=20 | 868 |
| 3 | Really no elaborate thesis here.
I just think $YOLO perfectly captures the essence of Robinhood.
Robinhood has always been the home of retail degens willing to swing for the fences, so a YOLO coin on the Robinhood chain feels like a natural fit. It's one of those narratives that simply makes sense.
I've taken a small position and I'm happy to let it play out.
Wishing everyone holding it the best of luck. | 956 |
| 4 | Oh yeah the last one before i leave. | 887 |
| 5 | 1. First-mover advantage.
Every cycle has a defining first dog.
Ethereum had DOGE.
Solana had BONK.
Robinhood will almost certainly end up with its own flagship dog meme. History suggests that this is inevitable.
2. $BRODIE also has an insane lore
The launchpad founder unintentionally created one of the strongest narratives imaginable with his famous "gorrilions or Robinhood is cooked" post which he referenced $BRODIE
Whether intentional or not, the meme has become part of his identity and the gorrilions prophecy must be fulfilled.
3. The real dog is irrelevant.
Whether Brodie is alive or not honestly doesn't change the investment thesis.
In fact, complete separation between the real-world dog and the onchain movement may actually be healthier so PA isnt tied to whatever $BRODIE is up to irl and how many times its posted by RH. Great meme communities eventually become bigger than the original source material.
4. Robinhood isn't just another chain and Vlad isnt just another founder.
Imagine the CEO of a chain with 15 million monthly active users reiterating time and time again that memes are welcome on his chain.
That combination is simply too difficult to ignore.
Could I be wrong?
Absolutely.
But I've changed how I approach my meme plays.
Instead of chasing every launch, I'd rather concentrate on a small number of memes where I genuinely believe the upside is asymmetric enough to be life-changing if the thesis plays out.
So far, that approach has worked well for me.
Maybe it's skill.
Maybe it's luck.
Time will tell.
I aped just less than 0.25% of $Brodie. Did this intentionally so that i am not a slave to the PA and im also able to hold until moon or dust. Time will tell if this is a right call. I am no longer going to be active in CT as i am semi-retired. Will just pop in once in a while to reinforce my thesis on my existing plays or simply just share anything with you guys i consider life-changing.
Goodluck guys and i wish y'all the best | 921 |
| 6 | Dog coins are the purest expression of what onchain memes have always been about. When a new ecosystem needs a meme to capture attention and onboard retail, history suggests that animal memes work best... and dogs work best of all.
Dogecoin is the most successful meme in history but people often forget that memecoins existed before Dogecoin yet it was the first dog meme that truly broke into the mainstream. Why? Because animals are universally relatable, and dogs in particular are incredibly easy for retail to understand and rally around.
Every major chain has eventually crowned its own dog.
Ethereum: Dogecoin peaked at roughly $80B, while Shiba Inu reached around $40B.
Solana: $BONK climbed to about $6B despite not even being a real dog. You see, the thesis is never about the dog itself but the first mover advantage. It was simply the first dog coin on Solana. That narrative alone was enough. Had BONK launched later, it probably wouldn't have become anything close to what it did. Probably would have been a $10m topper lol
Then came $WIF. This time Solana had an actual dog with an iconic, relatable meme, and it ran to nearly $5B.
Notice the pattern guys?
Across both Eth and Solana, the two biggest meme successes have been dog coins. Historically, dogs have consistently outperformed virtually every other animal category. This isn't some Sniper opinion or hopium but simply what the market has repeatedly rewarded and this isn't going to change.
When I found $CASHCAT at around a $400k market cap, the thesis immediately made sense to me. Every new chain eventually needs an animal and Cashcat was the very first.
My initial target was around $200M, and I expected that to take months instead, it happened in less than a week. Cl guys, i was shocked. I exited earlier than I probably should have (around $115M average), but the experience reinforced the thesis rather than invalidate it.
After that, I started looking for what I believed would be Robinhood's first true dog runner.
That's how I found $BRODIE.
I deliberately waited before buying because I wanted to stress-test the thesis first before aping.
So why $BRODIE? | 870 |
| 7 | 1. $BRODIE: I feel like my initial thesis was a bit disjointed and all over the place so I'll try to come up with something clear and concise. I shilled brodie just immediately after gathering all my data after doing my research. Give me a minute to gather my thoughts. | 910 |
| 8 | Thats why i aped 2 strong contenders to run along with $PONS. These are imo the strongest contenders to reprice aggressively with $PONS and trust me, i have looked at everything. | 929 |
| 9 | It is impossible for $PONS to run to $200m+ with a sub $10m lead runner. Thats an impossible maths. The volumes at sub $10m wouldn't even be sufficient to support the buybacks needed to sustain $170m+ FDV | 926 |
| 10 | $PONS cant run in isolation without runners on its platform. If it reprices to $170m, the lead runners reprice to 9 figures with it until the communities are strong enough to decouple from PONS PA | 947 |
| 11 | Now here's the fun part.. | 972 |
| 12 | $PONS - Biggest bag by far. Easy thesis. Any launchpad clearing $100k/day in revs should be valued 1/10th of Pump clearing $1m per day. If $Pump FDV = $1.7bn then $PONS FDV should be $170m assuming no growth from the $100k | 979 |
| 13 | Went shopping again on RH and my instinct told me to scoop something else which could become life-changing. So far holding just 3 coins. Doubt i'll make any more addition to these 3. | 989 |
| 14 | I am still trying to recover my X. Dont get scammed | 1 045 |
| 15 | Could everyone help me report this stupid retard | 1 056 |
| 16 | https://x.com/snipederr?s=20 | 1 048 |
| 17 | First cat runner- $280m MC. First dog runner- $1.5m MC? A joke | 1 038 |
| 18 | Is it possible for me to lock or private a TG group? I see most of the people who left the den are coming back. Need to shut people out. I dont want more people here. dont want it to get rowdy | 1 072 |
| 19 | Nothing is impossible guys | 1 081 |
| 20 | Just took me 2 weeks of trenching to make $2.5m+. Now i want to repeat it with you guys for everyone to see | 1 094 |
