Credit where credit is due.
Respect to JD Vance for having the courage to say what many in the political establishment refuse to acknowledge.
You cannot claim to represent the people while ignoring what they're telling you.
People are frustrated. They're tired of endless wars, rising living costs and foreign policy that doesn't put American interests first.
Respect for speaking plainly when it matters.
@Roposh82
One of the things the data analysts on our side obsessed over was "composition"โwhether the electorate looked close enough to 2024 for Republicans to win. And despite polls that showed a Democrat blowout, the data kept on telling us the same story: in some states turnout was merely OK, in other states it was downright amazing, and in no state was it catastrophic. There was a genuine sense of optimism on our team: our people were showing up.
So, I asked the smartest data guy I know, does that mean we're going to shock the world? "No," he told me. "We might do better than the polls suggest. But the data is telling us that a lot of Trump/Vance 2024 voters are pissed and planning to vote for the other guys. Our voters are turning out, but they may not vote for us."
Well, that looks prophetic now. Our voters did show up. In Florida, for example, the electorate was 9 points more Republican than Democrat, just a couple points worse than 2024. Undoubtedly there were places we could have done better on turnout. But the main problem is not turnout. The main problem is that many people who voted for Trump/Vance in 2024 voted for Democrats in 2026.
There will be a lot of infighting and arguing over what happened and why that is. One of the pollsters I really respect told me that our economic messaging wasnโt sharp enough down the stretch. Iโm sure thatโs true.
But the real reason we lost is obvious to almost everyone.
Another pollsterโone of the smartest people I know in politics, told me yesterday weโd lose the generic ballot by 13 points. I felt negative going into Tuesday, but even I was shocked by this. In his polling, he saw that a lot of Trump 2024 voters were angry and planning to vote for Democrats. He asked those voters who had abandoned us what would cause them to come back on our team. The top four answers, accounting for nearly all of the responses were:
1) End the war
2) Focus on cost of living/inflation
3) Put America First
4) Change our relationship to Israel
Our voters showed up. And the above four reasons are why many of them voted for Democrats. This is according to a pollster who nailed the results. While many spent Monday attacking Rachel Campos Duffy for calling for a diplomatic resolution to the conflict, it turns out her political advice was sound. (Sheโs also a great person.)
In the next few months, there's going to be a lot of gaslighting. Expect to hear any number of establishment politicians say the solution to our woes is amnesty. I'm open to the idea that we should change enforcementโby focusing more on businesses that hire illegal labor, for instance. But anyone pushing amnesty is lying to you.
The reason we lost is the war. The president himself said so last night.
If you'd like to argue it was worth it, that losing the Senate for the next 6 years was worth it, then do so. Argue it was a worthwhile cost to pay. Agree or disagree, that's at least honest.
But everyone knows why we lost. And any honest conversation about where we go from here must start there.
I remain hopeful about our country. To the people who are pissed off and want to say, โI told you soโ: youโre right, you did tell us so. Take that energy into electing Republicans who share your worldview. To the people who are just pissed at the results, you should be. Letโs take that anger and get back to the work of saving our country.
34
๐ง๐ต๐ฒ ๐ฏ๐ถ๐ด๐ด๐ฒ๐๐ ๐บ๐ถ๐๐๐ฎ๐ธ๐ฒ ๐ถ๐ป ๐ฐ๐ฟ๐๐ฝ๐๐ผ? ๐๐
๐ฝ๐ฒ๐ฐ๐๐ถ๐ป๐ด ๐ฎ ๐ฏ๐ผ๐๐๐ผ๐บ ๐๐ผ ๐ณ๐ผ๐ฟ๐บ ๐ผ๐๐ฒ๐ฟ๐ป๐ถ๐ด๐ต๐.
Price doesn't simply hit rock bottom and immediately reverse.
Every major bottom has a process. It takes time to build a base, shake out weak hands, test conviction and accumulate strength.
It's frustrating. It's boring. It makes people lose patience.
But this is often where the foundation for the next major move is built.
๐๐ผ๐ป'๐ ๐ฐ๐ผ๐ป๐ณ๐๐๐ฒ ๐ฐ๐ผ๐ป๐๐ผ๐น๐ถ๐ฑ๐ฎ๐๐ถ๐ผ๐ป ๐๐ถ๐๐ต ๐ฑ๐ฒ๐ณ๐ฒ๐ฎ๐.
Patience. Conviction. Perspective. ๐
โ @Roposh82
22
๐ฆ๐ง๐ข๐๐๐ก ๐๐จ๐ก๐๐ฆ ๐๐ฅ๐ ๐๐๐๐ก๐ ๐ฅ๐๐ง๐จ๐ฅ๐ก๐๐. ๐๐๐ง ๐ง๐๐๐ง ๐ฆ๐๐ก๐ ๐๐ก. ๐
In crypto, weโre used to hearing about hacks, exploits and stolen funds disappearing into the void.
But $QUBIC just shared an update that deserves attention.
Funds drained during the weak wallet seed incident are being returned on-chain to their originating address.
๐ง๐ต๐ถ๐ ๐ถ๐ ๐ป๐ผ๐ ๐ท๐๐๐ ๐ฎ๐ป๐ผ๐๐ต๐ฒ๐ฟ ๐ฐ๐ฟ๐๐ฝ๐๐ผ ๐๐ฝ๐ฑ๐ฎ๐๐ฒ.
Itโs a reminder that how a project responds when things go wrong can matter just as much as what it builds when things go right.
โ
On-chain recovery activity
โ
A public security update
โ
An official process for affected holders to submit claims
In an industry where trust can evaporate overnight, accountability matters.
๐๐๐น๐น๐ถ๐๐ต ๐ผ๐ป ๐๐ต๐ฒ ๐ฏ๐ถ๐ด๐ด๐ฒ๐ฟ ๐ฝ๐ถ๐ฐ๐๐๐ฟ๐ฒ.
Security incidents test a network. The response can define it.
$QUBIC ๐ฉต
๐ก Security Incident Update: Recovery of Funds
We have an important update on the recovery of funds affected by the recent weak wallet seed incident.
This TXID (explorer.qubic.org/network/tโฆ) related to the drained funds that left Qubic Network during the incident are being returned on-chain to their originating address.
๐ช๐ต๐ฎ๐ ๐ถ๐ณ $๐๐ก๐๐๐๐ง ๐ฎ๐ $๐ญ๐ ๐ถ๐ ๐๐ต๐ฒ ๐ผ๐ฝ๐ฝ๐ผ๐ฟ๐๐๐ป๐ถ๐๐ ๐๐ผ๐ ๐๐ถ๐๐ต ๐๐ผ๐ ๐ต๐ฎ๐ฑ ๐๐ฒ๐ฒ๐ป ๐ฎ ๐๐ฒ๐ฎ๐ฟ๐ ๐ณ๐ฟ๐ผ๐บ ๐ป๐ผ๐? ๐๐
Everyone wants generational wealth.
Almost nobody wants to buy when the hype is dead, the chart looks forgotten, and the crowd has moved on.
$BNBCAT peaked above $8M. Now itโs hovering around $1M.
๐ง๐ต๐ฎ๐โ๐ ๐๐ต๐ฒ๐ฟ๐ฒ ๐๐ต๐ฒ ๐ฟ๐ถ๐๐ธ ๐ถ๐ ๐ต๐ถ๐ด๐ต. ๐๐๐ ๐๐ผ ๐ถ๐ ๐๐ต๐ฒ ๐ฝ๐ผ๐๐ฒ๐ป๐๐ถ๐ฎ๐น ๐ฟ๐ฒ๐๐ฎ๐ฟ๐ฑ ๐ถ๐ณ ๐ฎ๐๐๐ฒ๐ป๐๐ถ๐ผ๐ป ๐ฒ๐๐ฒ๐ฟ ๐ฟ๐ผ๐๐ฎ๐๐ฒ๐ ๐ฏ๐ฎ๐ฐ๐ธ.
Imagine buying, holding for 2 years, and letting the next meme cycle do the talking.
No chasing green candles.
No panic selling.
Just a thesis, patience, and conviction.
Could $BNBCAT surprise everyone next cycle?
The crowd might laugh at the bottom and chase at the top.
๐ฅ๐ฒ๐บ๐ฒ๐บ๐ฏ๐ฒ๐ฟ: ๐ฎ ๐ฐ๐ต๐ฒ๐ฎ๐ฝ ๐ฐ๐ต๐ฎ๐ฟ๐ ๐ถ๐๐ปโ๐ ๐ฎ ๐ด๐๐ฎ๐ฟ๐ฎ๐ป๐๐ฒ๐ฒ. ๐๐โ๐ ๐ฎ ๐ฏ๐ฒ๐ ๐ผ๐ป ๐๐ต๐ฎ๐ ๐ฐ๐ผ๐บ๐ฒ๐ ๐ป๐ฒ๐
๐.
@Roposh82
$BNBCAT to the billions ๐
๐ฑ๐ฅ $BNBCAT IS MORE THAN A TOKEN โ ITโS A COMMUNITY!
This weekend, we celebrate the people who make this journey special: YOU, the $BNBCAT community! ๐๐พ
Every post, every share, every bit of support helps us grow stronger together. ๐ค
Weโre building this together, supporting each other, and creating something we can all be proud of. The best part? Weโre only getting started. ๐
Enjoy the weekend, fam! Keep spreading the love and showing the world what the BNBCAT community is all about. ๐
ONE COMMUNITY. ONE FAMILY. ONE $BNBCAT. ๐ฑ๐
#BNBCAT #BNBChain
๐ง๐ต๐ฒ ๐ฏ๐ฒ๐๐ ๐ฒ๐ป๐๐ฟ๐ถ๐ฒ๐ ๐ฎ๐ฟ๐ฒ ๐ผ๐ณ๐๐ฒ๐ป ๐ณ๐ผ๐๐ป๐ฑ ๐๐ต๐ฒ๐ป ๐ป๐ผ๐ฏ๐ผ๐ฑ๐ ๐ถ๐ ๐ฝ๐ฎ๐๐ถ๐ป๐ด ๐ฎ๐๐๐ฒ๐ป๐๐ถ๐ผ๐ป. ๐
$HMM (Thinking Cat) went from a few million to nearly $40M MC.
Now? Back around the $5M zone.
The hype has cooled.
The chart has retraced.
And I'm watching a key support level.
๐ช๐ต๐ฎ๐ ๐ถ๐ณ ๐๐ต๐ถ๐ ๐ถ๐ ๐๐ต๐ฒ๐ฟ๐ฒ ๐๐ต๐ฒ ๐ป๐ฒ๐
๐ ๐ฐ๐ต๐ฎ๐ฝ๐๐ฒ๐ฟ ๐ฏ๐ฒ๐ด๐ถ๐ป๐?
If meme liquidity rotates back into overlooked cat coins next cycle, HMM is one I'm watching closely.
You don't need to catch the top.
You need to recognise the setup before the crowd wakes up.
๐ง๐ต๐ถ๐ป๐ธ๐ถ๐ป๐ด ๐๐ฎ๐. $HMM ๐ฑ
๐จ ๐๐๐ก $๐ค๐จ๐๐๐ ๐ฅ๐๐๐๐ $๐ฌ.๐ฌ๐ญ ๐๐ฌ ๐๐ฃ๐ฅ๐๐ ๐ญ๐ฏ, ๐ฎ๐ฌ๐ฎ๐ณ? ๐ฅ
The countdown is on. โณ And Qubic's next milestones could matter more than the market realises.
โก Live BTC price feeds
โก Oracle infrastructure
โก Useful computation with ambitious potential
The big question is whether Qubic can turn its technology into real-world adoption and give the market a reason to reprice the project.
If execution matches the ambition, could $QUBIC become one of the altcoins people wish they'd watched earlier? ๐
No guarantees. Just a target, a timeline, and a project with something to prove.
**The journey to $0.01 starts with delivery.** ๐
#QUBIC #Crypto #Altcoins
๐จ ๐ง๐๐ ๐ก๐๐ซ๐ง ๐ฑ๐ฌ๐ซ ๐๐๐ง ๐ฆ๐๐๐ฆ๐ข๐ก ๐๐ฆ ๐๐ข๐ ๐๐ก๐. ๐โโฌ๐
$BNBCAT $SUE $BICAT
When Bitcoin makes its next leg up, these cats could go absolutely PARABOLIC.
๐ง๐ต๐ฒ ๐ณ๐ฎ๐๐๐ฒ๐๐ ๐ฑ๐ฌ๐ซ ๐ฐ๐ฎ๐ป๐ฑ๐ถ๐ฑ๐ฎ๐๐ฒ๐ ๐ผ๐ป ๐บ๐ ๐ฟ๐ฎ๐ฑ๐ฎ๐ฟ.
The crowd will chase green candles. ๐
๐โ๐บ ๐๐ฎ๐๐ฐ๐ต๐ถ๐ป๐ด ๐๐ต๐ฒ ๐ฐ๐ฎ๐๐. ๐ฑ๐ฅ
โ @Roposh82
13
420
$Basecat is up casual 43% today ๐
$๐๐๐ฆ๐๐๐๐ง: ๐ด๐ฑ% ๐๐ข๐ช๐ก. ๐๐ข๐๐ก๐๐๐ฆ๐ ๐๐๐ฆ๐ง๐๐ก๐. ๐๐๐๐ ๐ข๐ ๐๐๐ฆ๐. ๐ช๐๐๐ง ๐๐ฆ ๐ง๐๐ ๐ ๐๐ฅ๐๐๐ง ๐ ๐๐ฆ๐ฆ๐๐ก๐? ๐ฑ๐
You need to understand one thing about meme coins:
๐ฌ๐ผ๐ ๐ฑ๐ผ๐ปโ๐ ๐ฏ๐๐ถ๐น๐ฑ ๐ด๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ฒ๐ฎ๐น๐๐ต ๐ฐ๐ต๐ฎ๐๐ถ๐ป๐ด ๐ด๐ฟ๐ฒ๐ฒ๐ป ๐ฐ๐ฎ๐ป๐ฑ๐น๐ฒ๐.
You look for asymmetric setups before the crowd comes back.
$Basecat is;
โ
The Face of Base ecosystem
โ
Has Coinbase listing
โ
Recognisable meme
โ
Had Explosive initial run to 80m marketcap
โ
~85% correction from ATH
The hype has cooled. The chart looks ugly. Most traders have moved on.
But this is exactly the setup where generational wealth is made.
Not guaranteed. Not risk-free. But a setup worth watching when everyone is focused elsewhere.
Will comeback to this post when $Basecat touches a billion dollar marketcap.
63
$๐๐๐ฆ๐๐๐๐ง: ๐ด๐ฑ% ๐๐ข๐ช๐ก. ๐๐ข๐๐ก๐๐๐ฆ๐ ๐๐๐ฆ๐ง๐๐ก๐. ๐๐๐๐ ๐ข๐ ๐๐๐ฆ๐. ๐ช๐๐๐ง ๐๐ฆ ๐ง๐๐ ๐ ๐๐ฅ๐๐๐ง ๐ ๐๐ฆ๐ฆ๐๐ก๐? ๐ฑ๐
You need to understand one thing about meme coins:
๐ฌ๐ผ๐ ๐ฑ๐ผ๐ปโ๐ ๐ฏ๐๐ถ๐น๐ฑ ๐ด๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ฒ๐ฎ๐น๐๐ต ๐ฐ๐ต๐ฎ๐๐ถ๐ป๐ด ๐ด๐ฟ๐ฒ๐ฒ๐ป ๐ฐ๐ฎ๐ป๐ฑ๐น๐ฒ๐.
You look for asymmetric setups before the crowd comes back.
$Basecat is;
โ
The Face of Base ecosystem
โ
Has Coinbase listing
โ
Recognisable meme
โ
Had Explosive initial run to 80m marketcap
โ
~85% correction from ATH
The hype has cooled. The chart looks ugly. Most traders have moved on.
But this is exactly the setup where generational wealth is made.
Not guaranteed. Not risk-free. But a setup worth watching when everyone is focused elsewhere.
Will comeback to this post when $Basecat touches a billion dollar marketcap.
๐๐ก๐๐๐๐ง ๐ท๐๐๐ ๐ฐ๐ฎ๐บ๐ฒ ๐ฏ๐ฎ๐ฐ๐ธ ๐ณ๐ฟ๐ผ๐บ ๐๐ต๐ฒ ๐ฑ๐ฒ๐ฎ๐ฑ.
$0.00029 โ $0.00175 in less than a week.
But the 6ร move isn't the part that I'm most excited about.
๐ง๐ต๐ฒ ๐ฟ๐ฒ๐๐ถ๐๐ฎ๐น ๐ถ๐.
BNBCAT was effectively handed to the community through a CTO โ and instead of the usual meme-coin cycle of:
launch โ hype โ insiders sell โ community disappears
the opposite seems to be happening.
Holders are growing.
Sentiment is improving.
The community is getting more organised.
And the people behind the CTO are actually putting work into the narrative.
The screenshot already shows 15K+ holders at only ~$1.4M market cap.
Thatโs the unusual part.
Most $1โ2M memes don't have a large holder base, an established Binance/BNB narrative, and a community actively trying to resurrect the asset at the same time.
And BNBCAT has something many newer memes have to manufacture:
๐๐ข๐ฅ๐.
The Binance Cat concept goes back to the original #BinanceCat culture around CZ and BNB.
So this isn't simply:
โHereโs another funny cat.โ
It has an existing association with the chain, a recognisable identity, and now a community-owned revival story layered on top.
That combination is powerful.
Because memes don't need utility to reach serious valuations.
They need attention + identity + liquidity + holders + a reason for people to keep talking about them.
BNBCAT is starting to check several of those boxes.
At ~$1.4M, the market isn't pricing perfection.
It's pricing survival.
The interesting question is what happens if this community keeps executing and BNBCAT graduates from a revived $1M meme into one of the recognised faces of the BNB meme ecosystem.
A $10M market cap would already be ~7ร from here.
$50M = ~36ร.
$100M = ~72ร.
Obviously, none of those valuations are guaranteed.
But that's exactly why the risk/reward becomes interesting at this stage.
The first 6ร was the market noticing the revival.
The next move would require the market to believe the revival is real.
๐ง๐ต๐ฎ๐'๐ ๐๐ต๐ฒ๐ฟ๐ฒ $๐๐ก๐๐๐๐ง ๐ด๐ฒ๐๐ ๐ถ๐ป๐๐ฒ๐ฟ๐ฒ๐๐๐ถ๐ป๐ด. ๐ฑ๐ก
Moving images are worth more than a million words.
$NACHO's journey: how it started, where it is and how it's going.
Whose pumped for KCC20?
Credit: @mrZeku2000x
3
80
๐ค๐จ๐๐๐ ๐ถ๐ ๐ฎ๐ฏ๐ผ๐๐ ๐๐ผ ๐ฒ๐ป๐๐ฒ๐ฟ ๐ฎ ๐๐ฒ๐ฟ๐ ๐ถ๐ป๐๐ฒ๐ฟ๐ฒ๐๐๐ถ๐ป๐ด ๐ณ-๐ฑ๐ฎ๐ ๐๐ถ๐ป๐ฑ๐ผ๐.
October 27โ29:
Qubicโs fourth research paper goes to the Artificial Evolution conference in Nice, one of 22 papers selected for oral presentation.
November 2:
๐ง๐ต๐ฒ ๐ณ๐ถ๐ป๐ฎ๐น ๐๐ฅ๐-๐๐๐-๐ฏ ๐ด๐ฎ๐บ๐ฒ๐ ๐ผ๐ฝ๐ฒ๐ป.
That matters because Neuraxon isnโt being judged on a marketing narrative.
It gets another shot at a brutally difficult reasoning benchmark.
And the current setup is already interesting:
0.38 best ARC-AGI-3 score
CPU-only
No GPU
No embedded LLM
50,000+ evolved brains
450,000+ trials
๐ก๐ผ๐ฏ๐ผ๐ฑ๐ ๐ธ๐ป๐ผ๐๐ ๐๐ต๐ฎ๐ ๐ต๐ฎ๐ฝ๐ฝ๐ฒ๐ป๐ ๐ป๐ฒ๐
๐.
Thatโs exactly why Iโm watching.
If Neuraxon makes another meaningful jump when the final games open, the conversation around $QUBIC could change from:
โinteresting crypto project experimenting with AIโ
to:
โ๐ช๐ฎ๐ถ๐โฆ ๐๐ต๐ฎ๐ ๐ฒ๐
๐ฎ๐ฐ๐๐น๐ ๐ถ๐ ๐ค๐จ๐๐๐ ๐ฏ๐๐ถ๐น๐ฑ๐ถ๐ป๐ด?โ
๐ง๐ต๐ฎ๐ ๐ธ๐ถ๐ป๐ฑ ๐ป๐ฎ๐ฟ๐ฟ๐ฎ๐๐ถ๐๐ฒ ๐๐ต๐ถ๐ณ๐ ๐ฐ๐ฎ๐ป ๐ฏ๐ฒ ๐บ๐ผ๐ฟ๐ฒ ๐ถ๐บ๐ฝ๐ผ๐ฟ๐๐ฎ๐ป๐ ๐๐ต๐ฎ๐ป ๐ฎ๐ป๐ผ๐๐ต๐ฒ๐ฟ ๐ฟ๐ผ๐ฎ๐ฑ๐บ๐ฎ๐ฝ ๐ฎ๐ป๐ป๐ผ๐๐ป๐ฐ๐ฒ๐บ๐ฒ๐ป๐.
November 2 is worth having on the radar.
โ Roposh
93
๐ค๐จ๐๐๐ ๐๐ฆ ๐จ๐ฃ ๐ฏ๐ฌ% โ ๐๐จ๐ง ๐ง๐๐ ๐ฅ๐๐๐ ๐ฆ๐ง๐ข๐ฅ๐ฌ ๐๐ฆ๐กโ๐ง ๐ง๐๐ ๐ฃ๐จ๐ ๐ฃ.
The timing is hard to ignore.
Anna went from a simple demonstration task โ ๐ญ๐๐ฅ๐ข.
And CFBโs response was:
โIt's not a milestone. It's much bigger.โ
Now the same machinery is being pushed toward something far more valuable:
๐ฃ๐ฅ๐๐๐๐๐ง๐๐ก๐ ๐๐๐ง๐๐ข๐๐ก.
CFB has said the latest approach makes training ~100ร more scalable.
And the proposed model is wild:
Someone pays 5.95B $QUBIC.
Miners predict the next BTC hourly move.
Those QUBIC are ๐๐จ๐ฅ๐ก๐๐.
Now think about the implications if this actually works at scale.
AI isn't just being trained on Qubic.
๐๐ ๐๐๐๐ข๐ ๐๐ฆ ๐ ๐ฅ๐๐ฉ๐๐ก๐จ๐ ๐ ๐๐๐๐๐ก๐๐ฆ๐ .
The network gets paid to perform useful computation.
The token gets consumed to access it.
And the better the service becomes, the more valuable that computation potentially becomes.
That is a completely different thesis from โAI coin goes up.โ
We've watched Qubic build through years of silence, skepticism and brutal price action.
Maybe this +30% isn't the breakout.
But if BPP9000 keeps progressingโฆ
๐ง๐ต๐ถ๐ ๐บ๐ถ๐ด๐ต๐ ๐ฏ๐ฒ ๐๐ต๐ฒ ๐บ๐ผ๐บ๐ฒ๐ป๐ ๐๐ต๐ฒ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ณ๐ถ๐ป๐ฎ๐น๐น๐ ๐๐๐ฎ๐ฟ๐๐ ๐ฝ๐ฟ๐ถ๐ฐ๐ถ๐ป๐ด ๐ค๐จ๐๐๐ ๐ฎ๐ ๐ถ๐ป๐ณ๐ฟ๐ฎ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ โ ๐ป๐ผ๐ ๐ท๐๐๐ ๐ฎ ๐๐ผ๐ธ๐ฒ๐ป.
And if that happensโฆ
30% could look very small in hindsight.
๐๐ถ๐๐ฐ๐ผ๐ถ๐ป ๐บ๐ฎ๐ฑ๐ฒ ๐ฃ๐ผ๐ช ๐ณ๐ฎ๐บ๐ผ๐๐. ๐ค๐จ๐๐๐ ๐ถ๐ ๐๐ฟ๐๐ถ๐ป๐ด ๐๐ผ ๐บ๐ฎ๐ธ๐ฒ ๐ฃ๐ผ๐ช ๐น๐ฒ๐๐ ๐๐ฎ๐๐๐ฒ๐ณ๐๐น.
That difference could matter more than people think.
With traditional mining, billions of computations can be performed and then discarded once the winning result is found.
Qubicโs Ant Colony approach is built around the opposite idea:
๐๐ผ๐ปโ๐ ๐ท๐๐๐ ๐ฏ๐๐ฟ๐ป ๐ฐ๐ผ๐บ๐ฝ๐๐๐ฒ. ๐๐๐ถ๐น๐ฑ ๐ผ๐ป ๐ถ๐.
Now imagine that principle scaling into increasingly valuable workloads โ AI research, prediction, optimization and outsourced computation.
That changes the investment story.
Youโre no longer betting purely on another chain attracting transactions.
Youโre betting that $QUBIC can turn network-wide compute into something economically useful.
If that thesis proves itself, I think the market could eventually value QUBIC on a completely different set of metrics.
๐๐ป๐ฑ ๐๐ต๐ฎ๐โ๐ ๐๐ต๐ฒ๐ฟ๐ฒ ๐๐ต๐ฒ ๐บ๐๐น๐๐ถ๐ฝ๐น๐ฒ๐ ๐ด๐ฒ๐ ๐ถ๐ป๐๐ฒ๐ฟ๐ฒ๐๐๐ถ๐ป๐ด.
โ Roposh
๐ ๐ ๐๐ฎ๐ ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐
Iโm not holding cats randomly.
My two MAIN positions are:
$๐ก๐๐๐๐ข โ Kaspa
$๐๐๐ฆ๐๐๐๐ง โ Base
Then I have smaller asymmetric positions in:
$SUE
$BNBCAT
$BICAT
And there are two more on my radar:
$CASHCAT
$CATE
But both have run hard recently, and Iโm not chasing.
๐โ๐ฑ ๐ฟ๐ฎ๐๐ต๐ฒ๐ฟ ๐บ๐ถ๐๐ ๐ฎ ๐ฝ๐ฎ๐ฟ๐ ๐ผ๐ณ ๐๐ต๐ฒ ๐บ๐ผ๐๐ฒ ๐๐ต๐ฎ๐ป ๐ฏ๐๐ ๐ถ๐ป๐๐ผ ๐ฒ๐
๐ต๐ฎ๐๐๐๐ถ๐ผ๐ป.
The thesis is simple:
๐ ๐๐ฎ๐ป๐ ๐ฒ๐
๐ฝ๐ผ๐๐๐ฟ๐ฒ ๐๐ผ ๐๐ต๐ฒ ๐ฐ๐ฎ๐ ๐ป๐ฎ๐ฟ๐ฟ๐ฎ๐๐ถ๐๐ฒ ๐ฎ๐ฐ๐ฟ๐ผ๐๐ ๐บ๐๐น๐๐ถ๐ฝ๐น๐ฒ ๐ฐ๐ต๐ฎ๐ถ๐ป๐ โ while keeping the biggest allocations in the names where I have the strongest conviction.
๐ช๐ต๐ ๐ก๐๐๐๐ข & ๐๐๐ฆ๐๐๐๐ง ๐ฎ๐ฟ๐ฒ ๐บ๐ ๐ฐ๐ผ๐ฟ๐ฒ ๐ฏ๐ฒ๐๐:
๐ก๐๐๐๐ข has the ingredients to become the cultural face of Kaspa: a fully minted, fair-launched supply, a large community, and actual ecosystem infrastructure around KatScan, Kat Bot and Kat Pool. It isn't just a cat sitting on Kaspa โ it's already embedded in the ecosystem.
At only ~$4โ5M MC today, the valuation leaves enormous room for the market to reprice NACHO if Kaspa's ecosystem expands and NACHO becomes its dominant meme identity.
๐๐๐ฆ๐๐๐๐ง has a different but equally interesting setup.
The blue hardhat is almost perfect branding for Base: ๐๐ฎ๐๐ฒ + ๐ฏ๐๐ถ๐น๐ฑ๐ฒ๐ฟ + ๐ฐ๐ฎ๐. The project has already received visible recognition from the Base ecosystem, and its entire identity is built around becoming the native cultural mascot of Base.
With ~$15M MC and essentially the entire 1B supply circulating, I see a scenario where BASECAT becomes much more than another Base meme โ it becomes one of the faces people immediately associate with the chain.
๐ง๐ต๐ฎ๐'๐ ๐๐ต๐ฒ ๐ฏ๐ฒ๐.
Not that these are guaranteed to succeed. The bet is that if Kaspa and Base continue expanding, their strongest native cat brands can capture a disproportionate amount of the cultural liquidity flowing into those ecosystems. And if that happens, today's $4โ15M valuations could look very different.
๐ฆ๐จ๐ ๐จ
Current MC: ~$1.5M
Supply: 1B
This is where the asymmetry starts getting serious.
$5M โ ~3.3x
$10M โ ~6.7x
$25M โ ~16.7x
$50M โ ~33x
A move from a ~$1.5M valuation into the $10โ25M range completely changes the profile of the position.
๐๐๐๐๐ง ๐ฑ
Current MC: ~$270K
Supply: 1B
This is the true micro-cap asymmetric bet.
$1M โ ~3.7x
$5M โ ~18x
$10M โ ~37x
$25M โ ~93x
At this size, you don't need an enormous valuation for the percentage upside to become meaningful.
But obviously, the risk works both ways.
๐๐ก๐๐๐๐ง ๐ก
Another small asymmetric BNB-cat position.
With roughly 1B maximum supply and a reported price around $0.00047, the implied fully diluted valuation is only around ~$470K.
That means:
$1M โ ~2x
$5M โ ~11x
$10M โ ~21x
Tiny market cap = enormous potential upside.
But also enormous risk.
๐ง๐๐ ๐ฆ๐ง๐ฅ๐จ๐๐ง๐จ๐ฅ๐
๐ก๐๐๐๐ข โ Kaspa cat thesis
๐๐๐ฆ๐๐๐๐ง โ Base cat thesis
๐ฆ๐จ๐ โ asymmetric micro-cap
๐๐๐๐๐ง โ ultra-small-cap optionality
๐๐ก๐๐๐๐ง โ BNB cat asymmetry
๐๐๐ฆ๐๐๐๐ง + ๐๐๐ง๐ โ on the radar, but I'm waiting rather than chasing.
I don't need every cat to work.
The idea is to have meaningful exposure to the strongest narratives while keeping some capital positioned where a relatively small increase in market cap can produce a very large percentage move.
๐๐ฎ๐๐ ๐ฎ๐ฟ๐ฒ ๐ฎ ๐ต๐ถ๐ด๐ต-๐ฟ๐ถ๐๐ธ ๐ฝ๐น๐ฎ๐.
But when the market starts rotating into memes, market cap matters.
And that's exactly what I'm watching. ๐
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๐ง๐ต๐ฒ ๐บ๐ฎ๐๐ต ๐ผ๐ป ๐ญ๐ฌ $NET ๐ถ๐ ๐ฎ๐ฏ๐๐ผ๐น๐๐๐ฒ๐น๐ ๐ฑ๐ถ๐๐ด๐๐๐๐ถ๐ป๐ด. ๐คฏ
$๐ฐ,๐ด๐ฌ๐ฌ ๐ง๐ข๐๐๐ฌ โ ๐ฃ๐ผ๐๐ฒ๐ป๐๐ถ๐ฎ๐น๐น๐ ~$๐ฏ๐ด๐ ๐ถ๐ป ๐ฒ ๐บ๐ผ๐ป๐๐ต๐.
๐๐ก๐ ๐ง๐๐๐งโ๐ฆ ๐ช๐๐ง๐ ๐ญ๐๐ฅ๐ข ๐ฃ๐ฅ๐๐๐ ๐๐ฃ๐ฃ๐ฅ๐๐๐๐๐ง๐๐ข๐ก.
Hereโs the setup ๐
๐ง๐ผ๐ฑ๐ฎ๐
10 $NET โ $4,800
๐ฆ๐๐ฎ๐ธ๐ฒ ๐ณ๐ผ๐ฟ ๐ฒ ๐บ๐ผ๐ป๐๐ต๐.
If the staking scenario takes those 10 NET โ ~80 NET:
๐ ๐๐ง๐๐ข๐ ๐ข๐ ๐๐๐๐๐ก ๐๐๐๐๐จ๐๐๐ง๐๐ข๐ก ๐งฎ
80 NET ร $480 = ๐๐๐ ๐ก ๐ก๐๐๐ฅ $๐ฏ๐ด,๐ฐ๐ฌ๐ฌ
Same NET price.
๐ญ๐๐ฅ๐ข ๐ฃ๐ฅ๐๐๐ ๐๐๐๐ก.
Now letโs get stupid.
๐๐ ๐ฎร โ ~$76,800
๐๐ ๐ฏร โ ~$115,200
๐๐ ๐ฑร โ ~$192,000
๐๐ ๐ญ๐ฌร โ ~$384,000
All from the same hypothetical 80 NET.
And this is where the thesis gets interesting.
๐๐ฟ๐ผ๐๐ถ๐ป๐ด ๐ก๐๐ฉ.
๐ฅ๐ฒ๐ฎ๐น ๐ฏ๐ฎ๐ฐ๐ธ๐ถ๐ป๐ด.
๐ฃ๐ฟ๐ผ๐ฑ๐๐ฐ๐๐ ๐ฏ๐ฒ๐ถ๐ป๐ด ๐๐ต๐ถ๐ฝ๐ฝ๐ฒ๐ฑ.
๐๐ป ๐ฒ๐
๐ฝ๐ฎ๐ป๐ฑ๐ถ๐ป๐ด ๐ฒ๐ฐ๐ผ๐๐๐๐๐ฒ๐บ.
And if the market eventually starts valuing $NET accordinglyโฆ
๐ง๐ต๐ถ๐ ๐ฐ๐ผ๐๐น๐ฑ ๐ด๐ฒ๐ ๐๐ฒ๐ฟ๐ ๐ถ๐ป๐๐ฒ๐ฟ๐ฒ๐๐๐ถ๐ป๐ด.
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๐ง๐ต๐ถ๐ ๐ถ๐ ๐๐ต๐ฎ๐ ๐บ๐ฎ๐ธ๐ฒ๐ $QUBIC ๐๐ผ ๐ถ๐ป๐๐ฒ๐ฟ๐ฒ๐๐๐ถ๐ป๐ด.
Weโre not just talking about faster mining or another blockchain.
The real opportunity is the intersection of decentralized compute + AI.
If QUBIC can turn research like this into working infrastructure, the upside goes far beyond the typical crypto narrative.
The market is still massively underestimating what $QUBIC could become. ๐
๐ ๐ผ๐๐ ๐ผ๐ณ ๐ฐ๐ฟ๐๐ฝ๐๐ผ ๐ถ๐ ๐๐๐ถ๐น๐น ๐๐ฒ๐น๐น๐ถ๐ป๐ด ๐ณ๐๐๐๐ฟ๐ฒ ๐ฝ๐ฟ๐ผ๐บ๐ถ๐๐ฒ๐.
$NET is already shipping.
๐ก๐ฒ๐ ๐๐ฑ๐๐ฎ๐ป๐ฐ๐ฒ is live. Capital is flowing. Innovation is happening at insane speed.
While others talk, $NET delivers.
๐ง๐ต๐ฒ ๐ฐ๐ต๐ฎ๐ฟ๐ ๐บ๐ฎ๐ ๐ฏ๐ฒ ๐ฏ๐ฒ๐ต๐ถ๐ป๐ฑ.
๐ง๐ต๐ฒ ๐ฝ๐ฟ๐ผ๐ฑ๐๐ฐ๐ ๐ถ๐๐ปโ๐.
$NET ๐ฅ
,๐ฅ
Shareholders,
Excited to announce Net Advance, the latest innovation from NetNet Capital Management.
Deposit, receive 40% of your principle in cash, come back 30 days later and take your initial deposit back.
Buy Now, Pay Never is now a reality.
linktr.ee/netnetcap
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