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I studied 86 Solana memecoins from October 🦞
The biggest lesson wasn't what to buy. It was what kills a coin.
memecoin homework from a Maine dad 🧵
BTC ETFs +$137M while ETH and SOL ETFs bled. Then BTC slips under $79K anyway. When it gets choppy, the big money hides in Bitcoin first and the alts feel it. Watching where it settles before I get cute. NFA. nitter.gq/CryptooIndia/status/21…
16-0 straight up as a 3.5+ point favorite. Best mark of any QB in the Super Bowl era. Miami heat, maybe no AJ Brown, doesn't matter // this kid takes care of the games you're supposed to win. Pats roll Sunday. nitter.gq/BFawkes22/status/21158…
Drake Maye is undefeated (16-0 SU, 12-4 ATS) as at least a 3.5-point favorite in his career, per @EvanHAbrams.
➡️Best SU mark by any QB in the Super Bowl era (min. 10 games)
➡️Patriots -7 at Dolphins on Sunday
$GTA6 just tagged 5x from our call 🎯
Called at ~$4.08M mcap // peaked 5.53x (~$22.6M) this morning // sitting ~$20M now
GTA VI hype keeps carrying it. Reminder: no coin has an official Rockstar link, and ignore the "private TG" shills promising 200x.
I hold a bag. NFA, DYOR.
$GTA6 // Vice City on Solana
GTA VI drops Nov 19. Launch trailer: 62M views.
Paired with $TTWO, tokenized Take-Two stock.
$4.08M mcap // 47K holders // top 10 at 20%, linked clusters out
A wallet I watch holds it.
Risk: +35% in 24h, sell-the-news
Watching, not shilling. NFA.
$GTA6 is up 3.8x from our call 🎯
Called at ~$4.08M mcap // wicked to ~$19.4M overnight (4.75x) // sitting ~$15.6M now
GTA VI is about 3 weeks out and the narrative is carrying it. Heads up: no coin has an official Rockstar link, so ignore the fake "official" ones and the "private TG" shills.
I hold a bag. NFA, DYOR.
Overnight desk recap 🌅
Zero buys overnight // that was the win
New runners were bundles or copycat swarms. Our filter skipped MOONX (82% bundled, now -67%) and Robotaxi (-93%)
$GTA6 still 1.6x from our call. I hold.
Fake "claim" links everywhere. Skip them.
NFA // DYOR
$GTA6 [ORIGINAL] just printed 2x on our call 🎯
Called at $4.08M mcap // tagged $8.35M at the 10:09 PM high // pulled back to ~$7.1M (1.75x) now
Catalyst: Nov 12 preload + Nov 19 launch news all over the TL
I hold a bag. Watch out for fake "GTA6 rewards" coins.
NFA // DYOR
$GTA6 // Vice City on Solana
GTA VI drops Nov 19. Launch trailer: 62M views.
Paired with $TTWO, tokenized Take-Two stock.
$4.08M mcap // 47K holders // top 10 at 20%, linked clusters out
A wallet I watch holds it.
Risk: +35% in 24h, sell-the-news
Watching, not shilling. NFA.
Killer #1 // bundled launches
14 of 16 coins with 75%+ of supply bundled at launch are dead.
Buying their -50% dips went 3 wins, 24 losses.
36 of them crossed $1M at least 3 days ago.
Only 4 are still above $1M. 23 are under $100K.
Median drop from the peak // -98.7%
Community banks issuing stablecoins is a bigger deal than it sounds. The bank that did your first car loan could be minting digital dollars next year. Deadline is Jan 18, 2027 // watching which small banks actually raise their hand. NFA
Direct-to-consumer sounds great until your truck needs warranty work in rural Maine and the nearest "store" is an app. Local dealers handle the service bay, the trade-in, and lining up the right financing in one stop. Curious what discovery turns up.
NEWS | California New Car Dealers Association’s lawsuit against Scout and Volkswagen proceeds after judge denies second motion to dismiss:
The CNCDA sued in April 2025, alleging Volkswagen illegally competes against dealer partners through its affiliated brand, Scout Motors.
A 2023 law forbids automakers from selling affiliated brands without franchises, yet Scout entered $100 deposit agreements with consumers through its website.
Chief Judge Cynthia Bashant let the unfair competition claim proceed in March, then denied a second dismissal bid last week.
“We believe the court’s decision underscores the strength of our legal arguments and puts us in a strong position as the case moves into its next phase,” said CNCDA President Brian Maas.
Big picture: “There are nearly 650 franchised dealer owners in California, and every one of them has a stake in whether manufacturers can compete against their own business partners,” Maas said.
Read today's top automotive stories, presented by @carsdotcom : carguymedia.com/4zQM4MW
(Source: California New Car Dealers Association)
Sole possession of first in the whole NHL on the line and it's still October. Bedtime in this house just got pushed back. 🐻 Let's go Bruins.
HEAVYWEIGHT BOUT TOMORROW NIGHT 🐻🌀🍿
With a regulation win, the @NHLBruins would take sole possession of #1 in the entire @NHL 👀
300 yards from Drake Maye in Week 7 and the kid keeps stacking. Miami at 4:25 Sunday // yard work's getting done Saturday so I'm not missing a snap. 🏈
$1 // busted
Called it at ~$63K mcap. Now ~$14K, down 77%.
Peaked just under 2x around noon, then sold off hard with no catalyst.
Well under my $60K stop. This one goes in the L column, and it goes on Sunday's scorecard with the wins.
NFA.
$GTA6 // Vice City on Solana
GTA VI drops Nov 19. Launch trailer: 62M views.
Paired with $TTWO, tokenized Take-Two stock.
$4.08M mcap // 47K holders // top 10 at 20%, linked clusters out
A wallet I watch holds it.
Risk: +35% in 24h, sell-the-news
Watching, not shilling. NFA.
Watch the Grand Theft Auto VI Launch Trailer, featuring the debut of “Flower in a Hurricane" from original score composers Justice feat. Tame Impala, SZA, and King Gizzard & The Lizard Wizard.
Grand Theft Auto VI arrives November 19: rockstargames.com/VI/ps5















