Now we begin the march to Hope and beyond.
Within each micro cycle of risk on/off szn, there is an emotional rollercoaster that onchain goes through before coming out the other side.
Risk-On peaks present the most financial risk.
Risk-Off peaks present the most opportunity.
We are coming out of a Risk-Off period. There is opportunity everywhere (RH infra, Elysium pre launch, StonkFun bottom buys).
Wealth creation opportunity loading.
[ H/T @lesabrefomo for pic ]
Mastering onchain positioning is one of the more important skills to fine-tune.
A Bull or Bear label isn't enough to know when to be aggressive and when to slow down. Adjusting to market conditions is how you make AND KEEP profits.
Mini cycles exist within the Bull/Bear macro cycle. The pendulum swings between risk-on and risk-off. This is where positioning comes in:
• Risk-on: Offensive
Macro (Bitcoin + majors) turns bullish. Runners spawn every day, and trading gets easier. Even subpar setups get bailed out.
More risk, more active trading/trenching, and longer sessions get rewarded. The deeper you get, the more you take profit.
• Risk-off: Defensive
Macro turns bearish. Sell-offs intensify and tokens drop 70-90% from ATH.
Staying fully exposed means giving your gains back. Less trading/trenching, low screen time, hypercritical asset selection, and capital preservation get rewarded. The deeper you get, the more you DCA projects at a 70-90% discount and watch for the flip back to risk-on.
Timing these isn't easy (especially risk-off). That's why DCAing in and out matters so much.
This picture summarizes the most important discussion we've had on @MCGlive.
There's making money and keeping it. Positioning is the difference.
Drew retweeted
Memecoin traders in 2020-2025
"I'm up $2.3 million in the last 30 days from buying $500 of a coin that went up 1000x!"
Memecoin "traders" in 2026:
"I made $25k in callout rewards from calling a coin at a $30k market cap, it's now at $450k market cap!
Follow me for more 💯"
Drew retweeted
JustHoot will be the launchpad for iMemes. 🦉
iMeme isn't just a ticker. It's a category.
HOOT HOOT 🪹
Drew retweeted
Near founders promoting AI Intelligent memes and launchpad (HOOT)
And you can buy on Pumpfun now?
Early 👀
Higher on @justhootfun @ThreeisNEAR and iMeme
Drew retweeted
We are 50% of the way to the dex screener being paid!
CA: 36oufvTHN57ZJfNjo6MGDcpbKgsfAsCdeW51VxLLbxgu
$BTC
Good start, the monthly looks like it just wants to go straight back to ATH
Would be fun if it did
Fingers crossed we continue being this strong
$BTC
Kind of think we bottom this month somewhere in green and hopefully close the candle green at the end of the month
Interesting spot in any case, if you're betting on it breaking down I think you'd have to target significantly lower
Drew retweeted
3d hidden bull div + BULLISH ENGULFING DONG pending tomorrows closure. would be a great start to confirming the next major higher low in this trend
Drew retweeted
NEAR tokens are now live on the @Pumpfun app 👇
NEAR tokens are now live on the Pumpfun app!
Discover and trade new & existing tokens from the NEAR ecosystem with no bridging required.
Welcome to the Pumpfun app, @NEARProtocol
gm.
NEAR trenches are heating up.
@Pumpfun added NEAR, and memes from @justhootfun can get in front of that crowd now.
New pairing abilities just dropped, JustHoot launches can be paired with PEARL ($PRL).
Buy in from a NEAR, Solana or EVM wallet. No $PRL required.
@nearOYSTER just hatched.
First pearl pair on NEAR.
3% rewards for holders.
The shell is open. 🦪
The nest is getting louder.
You’re still early. 🪺
HOOT HOOT
@justhootfun 🦉
Drew retweeted
soon you will understand
I had my doubts about $STONK and was very vocal of the issues I have but I have to put my bias aside and look at the facts
the reason why Stonk will succeed compared to other of these new launchpads is simple
There is actual whales & big entities that are interested in this launchpad. They were the first mover on Solana and built an eco of high ceiling coins independent from the native launchpad coin
custom paired coins are a novelty and is uncharted territory we will explore this cycle
we as traders benefit the most when there is competition & a race of who can push coins the furthest instead of a monopoly where one can do whatever they want - so looking forward to how this plays out and some big runners
with onchain slowly but surely finding it’s bottom I think $STONK is also approaching it / already bottomed at these levels
I cannot fade the ecosystem of high mcap coins they created in just a few months of existence and think that’s a big +EV for Solana
I don’t see it getting much worse from here and think this is a great trade opportunity
Drew retweeted
Most Solana tokens have no perp because a venue has to say yes first
This one took a pasted token address and, 1 wallet prompt
Devnet, recorded Nov 3rd
Waitlist: percolator.trade







































