
early(ish) onchain insights ~ @unidentifieddao @getmoni_io wizard
celadon game corner
Joined July 2024
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super humbled for the inclusion on @herxbt's list below!
have been making more of a conscious effort to actively show up and provide value recently and will continue to do so - whilst the opportunity presents itself, here’s some quick silph lore:
> third cycler with a compsci background, the grind was embedded early on with runescape and pokemon (hence the username)
> cycle 1:
purchased btc as a broke uni student in late 2017 (sub 5k) - had no idea what i was doing and mainly relied on youtuboors but i grinded my way to 1 btc on plays like omisego, waltonchain, raiblocks, substratum etc. ended up full porting at the end of the cycle and giving everything back on some tarded asian energy play (electrify asia)
> cycle 2 (8k → 1m):
depleted a large % of my savings moving countries, rice + eggs + soy sauce was a staple for a bit (still goated tbh)
ended up getting a role which involved shift work so i had a bit more spare time during the day and rekindled my interest with crypto – fondly remember joining a bitcoin 2020 halving countdown party on yt and started investing again shortly after
found /biz/ and ct whilst researching $link as it had crazy mindshare at the time, link marines were literally everywhere - twas looking at other oracle plays and saw that API3 was launching so i hit that, subsequently joined their telegram and saw a user shill a group where i was introduced to the world of low caps + fundamental analysis for the first time
everything seemed to click from that point onwards, i learned a lot within the group and even helped to moderate and keep track of launches at the time - i practically showed up to everything and focused on low caps / new launches from that point forward
covid eventually hit with things going bonkers after that, i was fortunate enough to move to full time remote work and have juggled both that and trading until recently
i started experimenting with tracking KOL follows and had decent success on getting in early on anything they’d be following, it was a crazy time where being early to a discord / telegram could mean getting whitelisted for a project which would absolutely print (iirc most early ohm discord joiners were up over 6 figures)
knowing how to simply increase gwei on metamask also seemed to be enough of an edge to hit plays on tge at the time
i eventually came across solana back in the sollet days and changed my life forever when step finance launched and i somehow sniped things early, turning 6k → 400k; all via the front end without a bespoke node or technical setup - i still count my blessings and genuinely wonder if it was divine intervention to this day
managed to compound my bank roll further by being early to nfts, predominantly on solana - hit practically every mint from degenerate ape academy onwards and was a member of one of the very first botting groups
ended up cashing out 90% of my portfolio prior to the cycle end and recently purchased my first property (tax was incredibly painful lol)
> cycle 3 / present day (100k → 1m):
was fortunate to come out relatively unscathed from the previous cycle which was a blessing considering the bs with FTX, luna etc.
remained active throughout the bear market and started exploring getting early access to dealflow; managed to get in early to portals and did some OTC deals for projects like 0lnetwork which helped to quickly rebuild my bank roll
arguably one of the more trickier cycles for myself thus far as meme coining was never my strong suit and unc mode means not really understanding a majority of things out there lmao (wtf does 67 even mean???)
trenched v early prior to pumpfun and got rugged quite a bit but i had decent success on sei, tron, sui etc. also had good success playing pretty much every “dotfun” iteration from daosfun to indiedotfun early on and had my largest win sybiling launchcoin / believe during their presale phase (1k → 500k~ all up, pretty bittersweet as I think I owned 8% of the supply at one point in time)
currently v stabled up outside of vested / smaller high r:r positions and am rotating in and out of narratives as they present themselves; more recently I managed to hit $light and the rwa tcg narrative with size
throughout my journey i’ve mainly operated behind the scenes and whilst I’ve had success my biggest regret has been not making more of a conscious effort to network in the space – feel free to shoot me a dm if you want to trade some thoughts or some casual banter!
I made an intensive list of 200+ account that actually trade //frontrun trades and have good thesis and not just larp.
Simply use this accounts to gauge whatever i find out about any project
80-98% of runners where caught by most accts on the list
> also love to read their trading thoughts and learn further , whilst monitoring what they are watching
Instead of scrolling aimlessly and seeing vaporware just follow the list.
nitter.gq/i/lists/19484002702723…
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45/52
quiet and slightly red past week for the most part with very few trades taken, feels like sentiment is in the gutter atm so have spent the majority of time working on tooling
am currently working on filtering out the endless assembly line of new pairs which should hopefully put me in a solid position once conditions return
pretty crazy how much noise you can eliminate with super simple filters in place, have managed to cut things down by as much as 98% with some no-brainer logic
i.e. a list of devs who have a history of rugging can move the needle by as much as 60%
on the trading front the spot bags are in the red which is probably to be expected given the election results but i managed to score some small wins across elysium, canton, and @uavdotfun as previously shared nonetheless
concluded the week by adding to my existing @umia_finance position with their first raise coming to a conclusion this week
plans / monitoring for this week:
> @cruciblelimited - an upcoming project by @shibuyayume being built on @metaplex 3643, looks like they’ll be tokenizing gold mines according to teasers from @superteamth
> @nullsxyz - an upcoming nft collection on near with what appears to be backing from the @zilkroad_ team (also seeing a bunch of interactions from the @nearprotocol team too)
definitely some of the best artwork i’ve seen on the chain as a former near nft connoisseur and am a huge fan of the nostalgic gaming style they’ve used
worth keeping an eye out for access codes which are occasionally dropped imo
> @onepumpcc - prev share but looks like launch is imminent with the team teasing launch this week
we’ve had 7 figure runners on canton over the past week so probably worth paying attention here given that the team is backed by binance and coinbase
have bridged funds over and am waiting for go-live
> @enter_elysium - prev share, paying attention as mainnet goes live later today with plenty of action already taking place on @ascendlaunch @exfildotfun etc.
> @silencionetwork - looks like there’s a significant price differential between solana and base atm, keeping an eye out for arbitrage opportunities here with a bridge supposedly being imminent
> @shit_capital - prev discussed but it looks like a project page has been setup for the @getblessed_fun campaign where they'll try to acquire $fgi (14m mc toilet company)
> @solanamobile - with breakpoint taking place at the end of this week it’s probably worth keeping an eye on any developments as announcements for new devices etc. typically take place here
if we get a $skr rally it’s probably also worth looking at other mobile-centric projects building on top of seeker
looks like the futarchy wars are also heating up with simultaneous raises across both @metadaoproject and @umia_finance this week…
> @1609sat - a sat preparation app raising 100k via metadao’s new fundraising program built for consumer app founders (tldr smaller raise amounts + smaller token supply share for backers)
the app currently has 400+ paying students and sits at 7000% oversubscribed with the raise closing later today
> @morifinance_ - a defi protocol which lets you earn yield by selling covered calls, was recently announced as the next curated @metadaoproject raise (250k min) with this opening on the 9th
worth noting that the protocol generated 1.7m in volume across october whilst the founder also has a previous exit at 750m
> @jurassicfi - prev share but looks like the team are quickly gaining mindshare with the recent announcement of their real dinosaur gacha coming onchain, keeping an eye on developments here
> @slopcash - currently raising on @umia_finance as mentioned last week, is currently oversubscribed and will be closing on the 10th
that wraps up this week’s update and a huge past week for the books with the democrats taking both the house and senate in the midterms
subsequently, equities took a hit with ai stocks getting hit particularly hard on fears a democratic congress could crack down on the whole ai buildout
my interpretation on the crypto front is that this probably means plenty of gridlock for the next two years and a tough road ahead for any legislation
whilst this might be painful in the short-term this will probably be a win for the legitimization of the sector in the long run
last week’s job report was also pretty significant with 165k jobs added vs 60k expected, further pushing up the odds of a december hike
looks like this upcoming week’s main event is cpi numbers on tuesday, last month’s came in hot so another significant number would probably lock in the december hike
probably worth keeping an eye on $nvda as the jensen drama unravels (lol) + any rising geopolitical tensions with the influx of doomer articles we recently had
perhaps it’s just the optimist in me but i’ve personally attributed most of this to midterm meddling tbh
should be an interesting week ahead regardless, have a good one as always frens 🫡
44/52
one of the crazier weeks we've had in crypto in a while, unfortunately it feels like things may continue to get wilder from here with exploits and the like
spot mainly being in the red is a given but good to still see runners in certain pockets with @forevercultfund and @1wintoken up a considerable amount (as shared last week)
ended up also catching the @machinedotfun launch and flipped a few early runners, unfortunately this was offset for the most part by my spot $codec position which has been bleeding over the past month or so
the @ripcarsio bag has also continued to show strength off the back of their strategic round recently closing despite market conditions
think the pipeline from @metadaoproject raise to strategic round is certainly worth keeping an eye on, especially with @overdotcomputer around the corner
have also finally completed my @standard_rsv charter, has been good to see the team continuing to ship throughout the chaos
finished the week by auditing my overall portfolio and off-ramping some stables, had this on my mind for a while and admittedly the binance hack pushed me over here
came to the conclusion that my trading style consists of flipping smaller sized high r/r positions vs being heavily allocated so it makes sense to trim given that i avoid farming for the most part
plans / monitoring for this week:
> @machinedotfun - the long-awaited robotics and hardware launchpad from the @codecopenflow and @peaq teams finally went live towards the end of last week
no strong runners just yet but worth keeping an eye here as the team were working closely with non-web3 natives to onboard iirc
twas a 1m+ (albeit temporary) runner here last week which can serve as an indicative ceiling, some other launches i've also scraped include @grablabfun and @banditdotbot
> @overdotcomputer - a trader-owned prop firm launching on solana, launch is currently postponed until @metadaoproject's legal structure is updated for the fundraise
really like that the team are looking to follow the @ripcarsio playbook by raising and launching at a lower fdv
> @1wintoken - previous share, token sale ended up 15x oversubscribed with unofficial pools subsequently being setup for trading (ran to a 2x)
official listing date is on the 3rd with binance potentially being hinted (?)
> @mlxapp - a shared ai compute network for idle apple silicon macs being built by @tangtrades
currently in genesis with tokens available on their website, have taken a position here
curve needs a lot of buying to move the price but worth keeping an eye for any changes imo
> @getblessed_fun - a robinhood launchpad by the team behind @addicteddotfun, looks like a copypasta of heavendex lol
team are looking to acquire $fgi (a toilet company) and pair this with a memecoin with the raise for this opening soon apparently
worth keeping an eye on this on the off chance it catches virality
> @enter_elysium - hyperliquid's upcoming l2 will be going live on the 9th so worth keeping an eye on upcoming projects here
lots of noise but im personally watching @ascendlaunch, a launchpad co-founded by @cryptotomyt who are committing up to 250k to builders across selected teams
> @kalosfun - an aio platform aiming to be the best place to trade on elysium and the first project selected for the @ascendlaunch incubator
their genesis nft will be minting on the 4th with this converting to 10% of total $kalos supply
> @slopcash - previous share but essentially a platform from @shawmakesmagic which lets open-source contributors get paid
will be the first raise on @umia_finance opening on the 5th of november and closing on the 10th
will be monitoring the price of $umia carefully throughout this period, as always signs of @slopcash running hard will be a bid and vice versa
> @pocketpad_io - an upcoming 2500 nft collection which lives in your apple or google wallet, the collection is the first on erc-8426 and by @huntclubhero who authored the standard
> @playreranker - an upcoming web3 mmorpg by @inhuman and @urbancdn, big fan of how they've been moving with @shinylabs and the team they've assembled for this looks stacked
looks like their website and pre-registrations will open this month so worth keeping an eye here
that’s all for this week, fed held rates as expected last week but two members voted for a hike and there was no clear signal on december so that’s still on the table
tech also got hit hard with nearly $1tn wiped off the nasdaq and big drops across alphabet, intel and amazon off the back of earnings
we’ve got a big week ahead on the macro front with midterms on tuesday and results deciding the control of congress which could impact crypto legislation next year (especially after clarity fell through) - waiting for the dust to clear here
we’ve also got the jobs report on friday, the last one was a big miss so another weak number would make a december hike harder to justify and vice versa
ngl it’s v bleak out there atm and hard to see how new adopters even get onboarded to crypto with both hardware wallets and exchanges compromised
with that being said, this is just the reality of participating in these high r/r markets, the pendulum will eventually swing back imo (don't doom scroll too much until then lol)
have a good week as always frens 🫡
2
7
498
Silph retweeted
New Halloween Editions is here! 🎃👻
"The Harrowing Line"
0.005 eth per copyy
manifold link:
🔗manifold.xyz/@nairobi00000/i…
44/52
one of the crazier weeks we've had in crypto in a while, unfortunately it feels like things may continue to get wilder from here with exploits and the like
spot mainly being in the red is a given but good to still see runners in certain pockets with @forevercultfund and @1wintoken up a considerable amount (as shared last week)
ended up also catching the @machinedotfun launch and flipped a few early runners, unfortunately this was offset for the most part by my spot $codec position which has been bleeding over the past month or so
the @ripcarsio bag has also continued to show strength off the back of their strategic round recently closing despite market conditions
think the pipeline from @metadaoproject raise to strategic round is certainly worth keeping an eye on, especially with @overdotcomputer around the corner
have also finally completed my @standard_rsv charter, has been good to see the team continuing to ship throughout the chaos
finished the week by auditing my overall portfolio and off-ramping some stables, had this on my mind for a while and admittedly the binance hack pushed me over here
came to the conclusion that my trading style consists of flipping smaller sized high r/r positions vs being heavily allocated so it makes sense to trim given that i avoid farming for the most part
plans / monitoring for this week:
> @machinedotfun - the long-awaited robotics and hardware launchpad from the @codecopenflow and @peaq teams finally went live towards the end of last week
no strong runners just yet but worth keeping an eye here as the team were working closely with non-web3 natives to onboard iirc
twas a 1m+ (albeit temporary) runner here last week which can serve as an indicative ceiling, some other launches i've also scraped include @grablabfun and @banditdotbot
> @overdotcomputer - a trader-owned prop firm launching on solana, launch is currently postponed until @metadaoproject's legal structure is updated for the fundraise
really like that the team are looking to follow the @ripcarsio playbook by raising and launching at a lower fdv
> @1wintoken - previous share, token sale ended up 15x oversubscribed with unofficial pools subsequently being setup for trading (ran to a 2x)
official listing date is on the 3rd with binance potentially being hinted (?)
> @mlxapp - a shared ai compute network for idle apple silicon macs being built by @tangtrades
currently in genesis with tokens available on their website, have taken a position here
curve needs a lot of buying to move the price but worth keeping an eye for any changes imo
> @getblessed_fun - a robinhood launchpad by the team behind @addicteddotfun, looks like a copypasta of heavendex lol
team are looking to acquire $fgi (a toilet company) and pair this with a memecoin with the raise for this opening soon apparently
worth keeping an eye on this on the off chance it catches virality
> @enter_elysium - hyperliquid's upcoming l2 will be going live on the 9th so worth keeping an eye on upcoming projects here
lots of noise but im personally watching @ascendlaunch, a launchpad co-founded by @cryptotomyt who are committing up to 250k to builders across selected teams
> @kalosfun - an aio platform aiming to be the best place to trade on elysium and the first project selected for the @ascendlaunch incubator
their genesis nft will be minting on the 4th with this converting to 10% of total $kalos supply
> @slopcash - previous share but essentially a platform from @shawmakesmagic which lets open-source contributors get paid
will be the first raise on @umia_finance opening on the 5th of november and closing on the 10th
will be monitoring the price of $umia carefully throughout this period, as always signs of @slopcash running hard will be a bid and vice versa
> @pocketpad_io - an upcoming 2500 nft collection which lives in your apple or google wallet, the collection is the first on erc-8426 and by @huntclubhero who authored the standard
> @playreranker - an upcoming web3 mmorpg by @inhuman and @urbancdn, big fan of how they've been moving with @shinylabs and the team they've assembled for this looks stacked
looks like their website and pre-registrations will open this month so worth keeping an eye here
that’s all for this week, fed held rates as expected last week but two members voted for a hike and there was no clear signal on december so that’s still on the table
tech also got hit hard with nearly $1tn wiped off the nasdaq and big drops across alphabet, intel and amazon off the back of earnings
we’ve got a big week ahead on the macro front with midterms on tuesday and results deciding the control of congress which could impact crypto legislation next year (especially after clarity fell through) - waiting for the dust to clear here
we’ve also got the jobs report on friday, the last one was a big miss so another weak number would make a december hike harder to justify and vice versa
ngl it’s v bleak out there atm and hard to see how new adopters even get onboarded to crypto with both hardware wallets and exchanges compromised
with that being said, this is just the reality of participating in these high r/r markets, the pendulum will eventually swing back imo (don't doom scroll too much until then lol)
have a good week as always frens 🫡
43/52
red across the board to close out the week, which probably shouldn’t come as any surprise
feels like sentiment has taken a 180 after the run-up we had over the past couple of months (hence a slightly shorter update on the new project front)
took fewer trades with most of the losses coming from existing spot positions
started rebidding @paperstrategy_ on the current dip (feels like sentiment is in the gutter) and managed to secure a solid return from the @drawupxyz sale on @backabledotbiz raise regardless
a little salty as the $draw tge was in the middle of the night for myself and i didn’t set any sell orders, so i woke up having missed the 10x peak lmao
nonetheless think it makes sense to pay extra attention to these @justsparkideas micro raises moving forward
has been good to also see $cards and the collector club nfts continue to run - still holding onto a bunch of these
spent most of the week updating tooling otherwise and am currently building out my own heavily filtered version of memescope which will hopefully make trenching much easier once the market comes back to life
plans / monitoring for this week:
> @forevercultfund - an “immortal protocol” which provides a framework for autonomous funds run by ai agents
founding nft mints go live on the 26th whilst their token launches on the 29th, worth flagging that you’ll need to be whitelisted to mint with these spots in high demand
@0xmontblanc is behind the project, having co-founded @camelotdex back in the day (the first native arbitrum dex)
also worth noting @camel_cabal was launched earlier this year
> @1wintoken - a very popular casino in the cis region (100m+ players) with their $1win token sale now underway at 30m fdv and closing later this week
their 3.9m target was met within 8 minutes, with the sale now oversubscribed by 1.6x
personally not a fan of the excessive kol shills and wish there were more details on buybacks/burns but worth paying attention to a raise and platform of this magnitude regardless imo
> @squeezchain - a hamster powered blockchain where a real hamster running on a wheel produces blocks with every block producing $sqk
reminds me of the hamster racing we had back in the day (yes i question what i'm doing with my life when i type this stuff out)
nft holders will earn $sqk emissions with holders being able to stake $sqk on their nfts to increase their power
recent posts have mentioned the end of october so expecting this to potentially go live this week
> @ryftcorp - an upcoming gaming launchpad with presale/tge at the start of next week, flagging this as various presale participation opportunities are now open
mentioned this previously, but am a believer that the gaming narrative makes a comeback if conditions are there, especially with a vibe-coded title seemingly going viral every week and gta around the corner
> @uavdotfun - previous share but a project building drones on solana, seem to be inching closer to launch + seeing interactions from toly here
> @zksnarks_ - the team’s 100k prize pool hackathon comes to a close this week, will be paying attention to any breadcrumbs here accordingly
> @cardboard_trade - have stopped farming this for the most part but the team continues to ship and iterate which is promising to see
the community telegram recently went live with some big names appearing, worth paying attention here imo
> @metadaoproject - seeing teasers for a “really cool” startup going live next week, more information on this to come tomorrow from what i’m seeing
thought it was also worth mentioning some of the new tooling i came across as i feel these quiet periods are perfect for experimenting
> @listendotmoney - an agentic trading terminal where you can write rules and have their underlying native agent execute and trade for you
currently in beta with their points program underway, pretty slick ux and worth a play around imo
> @tracehoundpro - an onchain investigation tool from @localminimaa (ex @megaeth) which provides details on hidden flows and insider clusters
> @seektrades - an algorithmic version of memescope with heavy launch filtering, requests for early access are currently open
that’s all for this week, looks like a big week ahead on the macro front, with the fed rate decision on wednesday
a hold is pretty much priced in so the focus will be on whether warsh leaves the door open for a december hike (although he’s already said he won’t be giving any hints ahead of time)
we’ve also got big tech earnings later that same day, with microsoft and alphabet reporting after the close, so wednesday could be a busy one
coinbase and strategy report on thursday which should give a decent read on the crypto side of things, with gdp also landing to give us a first look at how the economy held up last quarter
expecting plenty of political noise in the background with midterms the following week as well
a lot packed into a few days, so expecting some volatility ahead - still playing defensively for the most part until we clear midterms
have a good week ahead as always frens 🫡
43/52
red across the board to close out the week, which probably shouldn’t come as any surprise
feels like sentiment has taken a 180 after the run-up we had over the past couple of months (hence a slightly shorter update on the new project front)
took fewer trades with most of the losses coming from existing spot positions
started rebidding @paperstrategy_ on the current dip (feels like sentiment is in the gutter) and managed to secure a solid return from the @drawupxyz sale on @backabledotbiz raise regardless
a little salty as the $draw tge was in the middle of the night for myself and i didn’t set any sell orders, so i woke up having missed the 10x peak lmao
nonetheless think it makes sense to pay extra attention to these @justsparkideas micro raises moving forward
has been good to also see $cards and the collector club nfts continue to run - still holding onto a bunch of these
spent most of the week updating tooling otherwise and am currently building out my own heavily filtered version of memescope which will hopefully make trenching much easier once the market comes back to life
plans / monitoring for this week:
> @forevercultfund - an “immortal protocol” which provides a framework for autonomous funds run by ai agents
founding nft mints go live on the 26th whilst their token launches on the 29th, worth flagging that you’ll need to be whitelisted to mint with these spots in high demand
@0xmontblanc is behind the project, having co-founded @camelotdex back in the day (the first native arbitrum dex)
also worth noting @camel_cabal was launched earlier this year
> @1wintoken - a very popular casino in the cis region (100m+ players) with their $1win token sale now underway at 30m fdv and closing later this week
their 3.9m target was met within 8 minutes, with the sale now oversubscribed by 1.6x
personally not a fan of the excessive kol shills and wish there were more details on buybacks/burns but worth paying attention to a raise and platform of this magnitude regardless imo
> @squeezchain - a hamster powered blockchain where a real hamster running on a wheel produces blocks with every block producing $sqk
reminds me of the hamster racing we had back in the day (yes i question what i'm doing with my life when i type this stuff out)
nft holders will earn $sqk emissions with holders being able to stake $sqk on their nfts to increase their power
recent posts have mentioned the end of october so expecting this to potentially go live this week
> @ryftcorp - an upcoming gaming launchpad with presale/tge at the start of next week, flagging this as various presale participation opportunities are now open
mentioned this previously, but am a believer that the gaming narrative makes a comeback if conditions are there, especially with a vibe-coded title seemingly going viral every week and gta around the corner
> @uavdotfun - previous share but a project building drones on solana, seem to be inching closer to launch + seeing interactions from toly here
> @zksnarks_ - the team’s 100k prize pool hackathon comes to a close this week, will be paying attention to any breadcrumbs here accordingly
> @cardboard_trade - have stopped farming this for the most part but the team continues to ship and iterate which is promising to see
the community telegram recently went live with some big names appearing, worth paying attention here imo
> @metadaoproject - seeing teasers for a “really cool” startup going live next week, more information on this to come tomorrow from what i’m seeing
thought it was also worth mentioning some of the new tooling i came across as i feel these quiet periods are perfect for experimenting
> @listendotmoney - an agentic trading terminal where you can write rules and have their underlying native agent execute and trade for you
currently in beta with their points program underway, pretty slick ux and worth a play around imo
> @tracehoundpro - an onchain investigation tool from @localminimaa (ex @megaeth) which provides details on hidden flows and insider clusters
> @seektrades - an algorithmic version of memescope with heavy launch filtering, requests for early access are currently open
that’s all for this week, looks like a big week ahead on the macro front, with the fed rate decision on wednesday
a hold is pretty much priced in so the focus will be on whether warsh leaves the door open for a december hike (although he’s already said he won’t be giving any hints ahead of time)
we’ve also got big tech earnings later that same day, with microsoft and alphabet reporting after the close, so wednesday could be a busy one
coinbase and strategy report on thursday which should give a decent read on the crypto side of things, with gdp also landing to give us a first look at how the economy held up last quarter
expecting plenty of political noise in the background with midterms the following week as well
a lot packed into a few days, so expecting some volatility ahead - still playing defensively for the most part until we clear midterms
have a good week ahead as always frens 🫡
42/52
closed out the past week pretty flat as i took fewer trades due to sentiment but made sure to spend my time productively nonetheless
hit a few of the first runners on @standard_rsv’s king of the markets launchpad and started tping out of my @paperstrategy_ position which i’m up a few multiples on
noticed a bunch of vibe-coded games trending across the tl alongside @loadoutprotocol launching, so have also positioned myself in @indiedotfun-adjacent tokens ahead of their imminent relaunch
although i was early to @papertrade_xyz, i wasn’t confident enough in my strategy to play with significant size so i've also started chasing betas here i.e. @cardboard_trade and @uwumodept (time will tell ig lol)
spent the remainder of the week updating tooling, think quiet weeks are perfect for this and serve as a good reminder that there’s always things you can do to improve your game, even when the market is quiet
have built scrapers, wallet trackers/finders, automated farming strategies, and snipers thus far, which i use on a day-to-day basis
plans / monitoring for this week:
> @indiedotfun - a launchpad for vibe-coded games backed by solana and alliance
feel like they were ahead of the narrative with their gaming launchpad which went live during the ai run we had a year or two ago (iirc the main token ran over 50m)
projects such as @mecharoyalecom and @talesofmeteora look to be upcoming launches on the platform
have taken a gamba on @arrrfun in anticipation of the relaunch as it seems like this will serve as infrastructure for a majority of projects launching here, including the two above
> @mecharoyalecom - a mecha battle royale game being built by @bboym0de (@indiedotfun founder), launching on @indiedotfun shortly as per the above
the title has already amassed over 100k unique players / 1m views and recently went viral on reddit with 2k+ upvotes
> @loadoutprotocol - another gaming launchpad by the creators of @illuviumio, launches will continue from this week so worth keeping an eye on things here
> @onepumpcc - previously mentioned this one, but the team are backed by @yzilabs / @cbventures and are building the first memecoin launchpad on canton
they’ve recently opened up their gamified waitlist, which i recommend signing up for
think canton is also a solid fit for the rwa-backed token meta we’ve been seeing
> @standard_rsv - still keeping an eye on their launchpad for a strong runner
have become increasingly impressed with how the team have been executing and will continue looking for opportunities to expand my charter (5/10 atm)
> @kairos_tcg - an upcoming tcg launching on solana, the team are currently looking for new testers, so worth reaching out if that’s your thing
like what the team have showcased thus far and will be watching for opportunities to mint
> @cabaldotcooking - a private social trading app on robinhood, recently dropped a first look at their app, watching for their hushpuppies nft collection and $cabal token going live here
> @drawupxyz - a gacha for prop-firm challenges launching on @backabledotbiz in 12~ hours or so, v small raise with @xrisborg behind the project
> @gte_xyz - team are teasing a pivotal milestone for tomorrow after 2~ years with their heads down, keeping watch here
> @ptsdshow - previously posted about this one but the team will be minting on the 20th this week, will look to mint a few here where possible
> @grid_cult - an upcoming 200 supply nft collection with lore built around $ore, was a relatively early supporter of the $ore ecosystem so will be looking for an opportunity to participate
> @wolfdotgame - team recently dropped a teaser for “kingdoms”, an upcoming wolf game original, worth keeping an eye on this one as the og game certainly went viral back in the day
> @papertrade_xyz - premarket now live on platforms such as @tradeparagon and @mnxcrypto, watching accordingly as i have a position here
as mentioned above, will also continue to play and monitor papertrade betas...
> @cardboard_trade - a fork of the platform on solana by @joebuild from @jito_labs (?)
received a lot of criticism for essentially being a copy-paste job, but the team have started rolling out unique updates which is promising
was quite early here and a top 3 holder at one stage, will continue farming this nonetheless
> @megalioeth - nft collection previously launched by the @paperstrategy_ team, floors only a few dollars, so could be worth a hedge in case the team decide to do anything with the collection moving forward
> @meiroru - the artist behind the uwu mode papertrade character, has launched a few collections such as @lightkanft in the past, worth keeping an eye on these also
> @uwumodept - one of the first papertrade memecoins, based on the mascot of the platform
that’s all for this week, cpi came in hot last week, putting october hikes back on the table after markets had largely priced out the possibility following the jobs miss
this initially sparked a stock selloff and a jump in hike odds, although expectations have since cooled somewhat
the fed is also now in its blackout period so we won't get any further directional hints from speakers before the decision on the 28th
fairly quiet on the macro calendar otherwise, with netflix and tesla earnings among the key events to watch
as mentioned last week, my current plan is to play more cautiously until we clear midterms, will continue to actively look for spots nonetheless
have a good week as always frens 🫡
42/52
closed out the past week pretty flat as i took fewer trades due to sentiment but made sure to spend my time productively nonetheless
hit a few of the first runners on @standard_rsv’s king of the markets launchpad and started tping out of my @paperstrategy_ position which i’m up a few multiples on
noticed a bunch of vibe-coded games trending across the tl alongside @loadoutprotocol launching, so have also positioned myself in @indiedotfun-adjacent tokens ahead of their imminent relaunch
although i was early to @papertrade_xyz, i wasn’t confident enough in my strategy to play with significant size so i've also started chasing betas here i.e. @cardboard_trade and @uwumodept (time will tell ig lol)
spent the remainder of the week updating tooling, think quiet weeks are perfect for this and serve as a good reminder that there’s always things you can do to improve your game, even when the market is quiet
have built scrapers, wallet trackers/finders, automated farming strategies, and snipers thus far, which i use on a day-to-day basis
plans / monitoring for this week:
> @indiedotfun - a launchpad for vibe-coded games backed by solana and alliance
feel like they were ahead of the narrative with their gaming launchpad which went live during the ai run we had a year or two ago (iirc the main token ran over 50m)
projects such as @mecharoyalecom and @talesofmeteora look to be upcoming launches on the platform
have taken a gamba on @arrrfun in anticipation of the relaunch as it seems like this will serve as infrastructure for a majority of projects launching here, including the two above
> @mecharoyalecom - a mecha battle royale game being built by @bboym0de (@indiedotfun founder), launching on @indiedotfun shortly as per the above
the title has already amassed over 100k unique players / 1m views and recently went viral on reddit with 2k+ upvotes
> @loadoutprotocol - another gaming launchpad by the creators of @illuviumio, launches will continue from this week so worth keeping an eye on things here
> @onepumpcc - previously mentioned this one, but the team are backed by @yzilabs / @cbventures and are building the first memecoin launchpad on canton
they’ve recently opened up their gamified waitlist, which i recommend signing up for
think canton is also a solid fit for the rwa-backed token meta we’ve been seeing
> @standard_rsv - still keeping an eye on their launchpad for a strong runner
have become increasingly impressed with how the team have been executing and will continue looking for opportunities to expand my charter (5/10 atm)
> @kairos_tcg - an upcoming tcg launching on solana, the team are currently looking for new testers, so worth reaching out if that’s your thing
like what the team have showcased thus far and will be watching for opportunities to mint
> @cabaldotcooking - a private social trading app on robinhood, recently dropped a first look at their app, watching for their hushpuppies nft collection and $cabal token going live here
> @drawupxyz - a gacha for prop-firm challenges launching on @backabledotbiz in 12~ hours or so, v small raise with @xrisborg behind the project
> @gte_xyz - team are teasing a pivotal milestone for tomorrow after 2~ years with their heads down, keeping watch here
> @ptsdshow - previously posted about this one but the team will be minting on the 20th this week, will look to mint a few here where possible
> @grid_cult - an upcoming 200 supply nft collection with lore built around $ore, was a relatively early supporter of the $ore ecosystem so will be looking for an opportunity to participate
> @wolfdotgame - team recently dropped a teaser for “kingdoms”, an upcoming wolf game original, worth keeping an eye on this one as the og game certainly went viral back in the day
> @papertrade_xyz - premarket now live on platforms such as @tradeparagon and @mnxcrypto, watching accordingly as i have a position here
as mentioned above, will also continue to play and monitor papertrade betas...
> @cardboard_trade - a fork of the platform on solana by @joebuild from @jito_labs (?)
received a lot of criticism for essentially being a copy-paste job, but the team have started rolling out unique updates which is promising
was quite early here and a top 3 holder at one stage, will continue farming this nonetheless
> @megalioeth - nft collection previously launched by the @paperstrategy_ team, floors only a few dollars, so could be worth a hedge in case the team decide to do anything with the collection moving forward
> @meiroru - the artist behind the uwu mode papertrade character, has launched a few collections such as @lightkanft in the past, worth keeping an eye on these also
> @uwumodept - one of the first papertrade memecoins, based on the mascot of the platform
that’s all for this week, cpi came in hot last week, putting october hikes back on the table after markets had largely priced out the possibility following the jobs miss
this initially sparked a stock selloff and a jump in hike odds, although expectations have since cooled somewhat
the fed is also now in its blackout period so we won't get any further directional hints from speakers before the decision on the 28th
fairly quiet on the macro calendar otherwise, with netflix and tesla earnings among the key events to watch
as mentioned last week, my current plan is to play more cautiously until we clear midterms, will continue to actively look for spots nonetheless
have a good week as always frens 🫡
41/52
another relatively mixed week for the books but closed things out slightly green which i’ll happily take given the sentiment over the past week
mixed bag again playing new pairs and drawing down 90% on some occasions but managed to catch $claus, mint one of their nfts, and bid @paperstrategy_ relatively early in the week
unfortunately faded the @dualmintrwa raise highlighted last week due to the main points of contention out there atm (this briefly ran to 5x before retracing)
thought this was interesting to note as most of the critique was clear to anyone who did their dd upfront, has served as a good reminder to continue watching anything novel post-graduation nonetheless
ended the week by upgrading my @standard_rsv charter to 5/10 branches, clawing back my initials on @papertrade_xyz while retaining $paper, and minting a bunch of random collections that performed fairly well
plans / monitoring for this week:
> @papertrade_xyz - waiting for $paper to open up for trading although it feels like this might still be a little while away given that it falls under phase 4
phase 2 is up next and entails the smart contract opening up, allowing for integrations with atomic positions
worth keeping an eye on projects building on top of $paper despite the current fud imo
> @standard_rsv - announced the standard launchpad last week with a pilot program that seeds stock token pools on robinhood
expecting some action here with $1m+ in $usdg rewards available for traders and deployers who utilize these pools
as always, keeping an eye out for first runners and the like
> @believeapp - noticed some v strange price action over the past couple of days, with the chart ripping from 1.4m~
unsure of the catalyst but keeping an eye on things in case we get any upcoming news (return of the nak?)
> @degenhaus_ - an upcoming runescape private server with a ct twist being built by @ahitposter, currently playable directly from your browser
pretty cool seeing both of my worlds collide, worth keeping notifications on as invites to the telegram etc. were dropped last week
apparently there will be a token with an ico / airdrop (?)
> @moonerfamily - looks like launch may be happening this week, recently announced free nfts to mint for those on their signup list so probably worth registering here
> @ptsdshow - 500 guaranteed wl spots are up for grabs by playing their crash game, worth a shot as these will be minting next week
relatively easy to secure a spot atm
> @0xquit - launching abstract chickens later today, essentially a game of chicken where chickens are minted on abstract and bridged to ethereum with later exits earning more
pretty creative take on the current abstract situation imo
> @safetrade - have noticed an uptick in tokens being traded here over the past month or so, from @prlnet to @tensorcash
keeping an eye on further listings here and any $safe developments (takes me back to the good ole days lol)
> @oreparty - a platform which allows users to mint a share of an ore mining party, with minters receiving $ore and $grams (an ore-paired memecoin)
@pokerchessman recently closed out a 1k supply mint, raising more than 96 sol and 1.39m $grams, so worth paying attention here
a few more raises will be opening on @backabledotbiz this week...
> @playkaboomgg - an onchain minesweeper style casino game backed by the solana india fund and grants from @alchemy and @superteamin
will be looking to raise 75k on the 12th
> @soldexfi - a terminal which aggregates orders across multiple prediction markets allowing users to get the best executable prices
will be looking to raise 111k on the 14th
still waiting on @machinedotfun and @graphiteproto as per previous weeks
that wraps up this week’s update, looks like we’ve got a slightly busier one ahead on the macro-front with cpi on wednesday being the main event
this will be our first read on inflation since the recent jobs report shifted expectations away from an october hike, with a cooler number supporting the pause and vice versa
with us approaching the start of november and midterm elections i personally think it'd also be wise to start playing a little more defensively, especially if the democrats take the house - will be trading accordingly over the next few weeks
as always, have a good week ahead frens 🫡
41/52
another relatively mixed week for the books but closed things out slightly green which i’ll happily take given the sentiment over the past week
mixed bag again playing new pairs and drawing down 90% on some occasions but managed to catch $claus, mint one of their nfts, and bid @paperstrategy_ relatively early in the week
unfortunately faded the @dualmintrwa raise highlighted last week due to the main points of contention out there atm (this briefly ran to 5x before retracing)
thought this was interesting to note as most of the critique was clear to anyone who did their dd upfront, has served as a good reminder to continue watching anything novel post-graduation nonetheless
ended the week by upgrading my @standard_rsv charter to 5/10 branches, clawing back my initials on @papertrade_xyz while retaining $paper, and minting a bunch of random collections that performed fairly well
plans / monitoring for this week:
> @papertrade_xyz - waiting for $paper to open up for trading although it feels like this might still be a little while away given that it falls under phase 4
phase 2 is up next and entails the smart contract opening up, allowing for integrations with atomic positions
worth keeping an eye on projects building on top of $paper despite the current fud imo
> @standard_rsv - announced the standard launchpad last week with a pilot program that seeds stock token pools on robinhood
expecting some action here with $1m+ in $usdg rewards available for traders and deployers who utilize these pools
as always, keeping an eye out for first runners and the like
> @believeapp - noticed some v strange price action over the past couple of days, with the chart ripping from 1.4m~
unsure of the catalyst but keeping an eye on things in case we get any upcoming news (return of the nak?)
> @degenhaus_ - an upcoming runescape private server with a ct twist being built by @ahitposter, currently playable directly from your browser
pretty cool seeing both of my worlds collide, worth keeping notifications on as invites to the telegram etc. were dropped last week
apparently there will be a token with an ico / airdrop (?)
> @moonerfamily - looks like launch may be happening this week, recently announced free nfts to mint for those on their signup list so probably worth registering here
> @ptsdshow - 500 guaranteed wl spots are up for grabs by playing their crash game, worth a shot as these will be minting next week
relatively easy to secure a spot atm
> @0xquit - launching abstract chickens later today, essentially a game of chicken where chickens are minted on abstract and bridged to ethereum with later exits earning more
pretty creative take on the current abstract situation imo
> @safetrade - have noticed an uptick in tokens being traded here over the past month or so, from @prlnet to @tensorcash
keeping an eye on further listings here and any $safe developments (takes me back to the good ole days lol)
> @oreparty - a platform which allows users to mint a share of an ore mining party, with minters receiving $ore and $grams (an ore-paired memecoin)
@pokerchessman recently closed out a 1k supply mint, raising more than 96 sol and 1.39m $grams, so worth paying attention here
a few more raises will be opening on @backabledotbiz this week...
> @playkaboomgg - an onchain minesweeper style casino game backed by the solana india fund and grants from @alchemy and @superteamin
will be looking to raise 75k on the 12th
> @soldexfi - a terminal which aggregates orders across multiple prediction markets allowing users to get the best executable prices
will be looking to raise 111k on the 14th
still waiting on @machinedotfun and @graphiteproto as per previous weeks
that wraps up this week’s update, looks like we’ve got a slightly busier one ahead on the macro-front with cpi on wednesday being the main event
this will be our first read on inflation since the recent jobs report shifted expectations away from an october hike, with a cooler number supporting the pause and vice versa
with us approaching the start of november and midterm elections i personally think it'd also be wise to start playing a little more defensively, especially if the democrats take the house - will be trading accordingly over the next few weeks
as always, have a good week ahead frens 🫡
40/52
relatively mixed bag over the past week with pullbacks and roundtrips on existing positions bringing the hot streak to an end
didn’t have the best selection on new pairs whilst also bridging over to injective and trying my luck there without too much success
fortunately @ripcarsio continued to tick up off the back of news around further otc investments and my @plasma bags via echo finally unlocked, allowing me to close the week out relatively flat
definitely got v complacent with positions given the run i had over the past month or so, holding onto a few for longer than i should have and giving back more than necessary in the process
also spread myself too thin across an unrealistic number of projects to monitor, so need to be stricter with stop losses and more disciplined with my positioning moving forward
plans / monitoring for this week:
> @papertrade_xyz - previously posted about this one but easily one of the most hyped launches of the year, great 10/10 launchdate btw lol
expecting a lot of volatility here with traders rushing to get liquidated and the like so i'll be dedicating most of the week to ideation around this
am curious as to whether we see a pullback across the space as traders free up liquidity in the lead up to this - definitely something to be mindful of
> @graphiteproto - no launch last week but still waiting for the latest bonkfun iteration alongside new products which are in the pipeline
hearing rumours of former cex ceos being interviewed and multichain asset issuance in addition to this
> @machinedotfun - unfortunately last week’s launch date was delayed with codec pulling back significantly off the back of this
on the plus side, these delays were due to testing out better ways to structure rewards - watching out for the next status update due later today at 16:00 utc
> @pulldotfun / @takopull - have continued accumulating here, airdrop claims close on the 10th of october so will be watching the lead up to this date v carefully
only 33% of tokens have been claimed iirc so curious to see what happens to the unclaimed tokens (hoping for a burn here)
> @gachapad - an upcoming base launchpad built on a lucky distribution model where projects distribute their supply through a gacha loot box
always a fan of backing novel concepts and i personally feel like base still hasn’t had its time in the sun just yet
the platform is currently running on testnet with the token launching this week
> @moonerfamily - an upcoming launchpad with "fairer" mechanics powered by @magicblock to eliminate sniping and bots
@aceofcatz (founder) recently placed in the top 5 at the @superteamth founders demo day and previously worked at moonpay and cryptodotcom
> @onlydotmeme - an upcoming launchpad by @agudcompany, a studio building unique experiences for crypto users
worth noting that the team are also behind @fomiesnft which is an upcoming free mint (worth applying for wl here)
overall ux and user journey feel very slick
> @backabledotbiz - looks like the next (?) iteration of the @futarddotio platform is almost here, with ownership score now also contributing towards allocations
> @dualmintrwa - shared this previously but their $play raise backed by 200~ claw machines in shenzhen malls will be closing later this week
this is currently 90% filled on @stardotfun so i’m expecting this to successfully close out given we have a few more days
still curious as to whether this trades like a token or a vault, gut tells me the latter but if we see any positive pa i expect star to reprice accordingly and vice versa
> @slopcash - one of the first projects confirmed for cohort 1 from @umia_finance, the project aims to pay open-source contributors for merged work
worth noting that this is being built by @shawmakesmagic behind ai16z / elizaos and @mil_itia (former arweave and ava labs)
> @paperdao_xyz - an upcoming dao launching via @daosdotworld which aims to provide users with exposure to @papertrade_xyz without having to burn funds via liquidation
will be wl only so worth keeping an eye out for opportunities here, expect we'll also see other trades emerge around the broader @papertrade_xyz narrative this week
that's all for this week, looks like a quieter one ahead on the macro front after friday's jobs report did most of the repricing
flagged in last week's update that a strong number would make a second hike harder to argue against
however, we got the opposite with the report coming in below expectations and the previous two months being revised down too
october hike odds have dropped off as a result, while oil cooling off a bit should also help ease some of the inflationary pressure we mentioned last week
ism services on monday is the main thing to watch, with fed minutes on wednesday too, although those predate friday's data
as always have a good week ahead frens 🫡
40/52
relatively mixed bag over the past week with pullbacks and roundtrips on existing positions bringing the hot streak to an end
didn’t have the best selection on new pairs whilst also bridging over to injective and trying my luck there without too much success
fortunately @ripcarsio continued to tick up off the back of news around further otc investments and my @plasma bags via echo finally unlocked, allowing me to close the week out relatively flat
definitely got v complacent with positions given the run i had over the past month or so, holding onto a few for longer than i should have and giving back more than necessary in the process
also spread myself too thin across an unrealistic number of projects to monitor, so need to be stricter with stop losses and more disciplined with my positioning moving forward
plans / monitoring for this week:
> @papertrade_xyz - previously posted about this one but easily one of the most hyped launches of the year, great 10/10 launchdate btw lol
expecting a lot of volatility here with traders rushing to get liquidated and the like so i'll be dedicating most of the week to ideation around this
am curious as to whether we see a pullback across the space as traders free up liquidity in the lead up to this - definitely something to be mindful of
> @graphiteproto - no launch last week but still waiting for the latest bonkfun iteration alongside new products which are in the pipeline
hearing rumours of former cex ceos being interviewed and multichain asset issuance in addition to this
> @machinedotfun - unfortunately last week’s launch date was delayed with codec pulling back significantly off the back of this
on the plus side, these delays were due to testing out better ways to structure rewards - watching out for the next status update due later today at 16:00 utc
> @pulldotfun / @takopull - have continued accumulating here, airdrop claims close on the 10th of october so will be watching the lead up to this date v carefully
only 33% of tokens have been claimed iirc so curious to see what happens to the unclaimed tokens (hoping for a burn here)
> @gachapad - an upcoming base launchpad built on a lucky distribution model where projects distribute their supply through a gacha loot box
always a fan of backing novel concepts and i personally feel like base still hasn’t had its time in the sun just yet
the platform is currently running on testnet with the token launching this week
> @moonerfamily - an upcoming launchpad with "fairer" mechanics powered by @magicblock to eliminate sniping and bots
@aceofcatz (founder) recently placed in the top 5 at the @superteamth founders demo day and previously worked at moonpay and cryptodotcom
> @onlydotmeme - an upcoming launchpad by @agudcompany, a studio building unique experiences for crypto users
worth noting that the team are also behind @fomiesnft which is an upcoming free mint (worth applying for wl here)
overall ux and user journey feel very slick
> @backabledotbiz - looks like the next (?) iteration of the @futarddotio platform is almost here, with ownership score now also contributing towards allocations
> @dualmintrwa - shared this previously but their $play raise backed by 200~ claw machines in shenzhen malls will be closing later this week
this is currently 90% filled on @stardotfun so i’m expecting this to successfully close out given we have a few more days
still curious as to whether this trades like a token or a vault, gut tells me the latter but if we see any positive pa i expect star to reprice accordingly and vice versa
> @slopcash - one of the first projects confirmed for cohort 1 from @umia_finance, the project aims to pay open-source contributors for merged work
worth noting that this is being built by @shawmakesmagic behind ai16z / elizaos and @mil_itia (former arweave and ava labs)
> @paperdao_xyz - an upcoming dao launching via @daosdotworld which aims to provide users with exposure to @papertrade_xyz without having to burn funds via liquidation
will be wl only so worth keeping an eye out for opportunities here, expect we'll also see other trades emerge around the broader @papertrade_xyz narrative this week
that's all for this week, looks like a quieter one ahead on the macro front after friday's jobs report did most of the repricing
flagged in last week's update that a strong number would make a second hike harder to argue against
however, we got the opposite with the report coming in below expectations and the previous two months being revised down too
october hike odds have dropped off as a result, while oil cooling off a bit should also help ease some of the inflationary pressure we mentioned last week
ism services on monday is the main thing to watch, with fed minutes on wednesday too, although those predate friday's data
as always have a good week ahead frens 🫡
39/52
had a relatively short half week due to some family commitments but another 5 figure week to close out the month going 4/4 nonetheless
solid pa across my existing positions i.e. $codec, $cars, $mplx and was relatively early to @clanktrade, @sevendotfun, @shardsmarkets, and @niraonnear throughout the week
was good fun dusting off the near wallet, definitely took me back to the days of apeing nfts on paras (was rank 1 on their leaderboard once upon a time lol)
also started adding to positions in @taiyorobotics, @zksnarks_, @pulldotfun and participated in the @thebyefun ico on @sagapad_icm which is ending later today
whilst i’m not the biggest fan of social trading i thought it’d also be worth re-iterating that i’ve started getting more active on fomo alongside these weekly posts so i can publicly put pen to paper (fomo.family/profile/silphtra…)
have found this to be a good way for me to highlight some interesting mid-week finds although i’m not the biggest fan of the slippage or keeping so much on a hot wallet so planning to retire this at 100k atm
also worth noting that i’m being very prudent on this wallet in lieu of this and thus i wouldn’t recommend copy trading
plans / monitoring for this week:
> @machinedotfun - looks like last week’s estimate was off and that the team will instead be launching this week (?)
recent tweets appear to tease september 30 and october 1 at 00:00 utc, assuming the launchpad will go live within this timeframe
pretty self-explanatory but the onus is now on the launchpad birthing runners, strong runners = strong $codec / $peaq pa and vice versa
> @clanktrade - an ai launchpad from the team at @daosdotfun, those of you around during ai season probably recall how instrumental the platform was in birthing 100m+ runners like $ai16z
whilst we’ve had some breakout runners like @artgirlfintel and @caboboxer, we haven’t experienced anything too crazy just yet
personally hedged in both and will be keeping an eye on future launches
> @nearlytrade / @shardsmarket / @niraonnear - current leading @nearprotocol launchpads atm, was very early to $shards and $nira but unfortunately have no exposure to $nearly
watching for runners here, especially whilst near is trending
> @sevendotfun - a launchpad for tokens using @xmoney, 2 tokens have launched thus far with both seeing significant retracements
watching for sustained pa and runners here
> @graphiteproto - team are teasing a big september with new features being built which raydium will apparently push hard (according to discord anyway)
keeping an eye out on possible roll out this week, personally missed the $gp trade but hedged with a few taiyos which also ran when we last saw the bonk ecosystem break out
> @treasuretrails - an onchain loot game where players can mint clue scrolls by burning $gp, clue scrolls can be solved to earn onchain adventurer items (fellow runescapers should be familiar with this one)
v experienced og team apparently, will be curious to see how this does off the back of the recent $gp sentiment
> @zksnarks_ - team recently announced their “zecathon” with further details coming out later today, think this warrants a bid if we see a decent amount of capital being allocated to actually building out the $zec ecosystem
started with a small pre-emptive sweep around 0.5
> @pulldotfun - team went live with their $tako token last week, currently waiting for airdrop farmers to exit (i believe only 30%~ of the allocated airdrop supply has been claimed thus far)
> @thebyefun - an upcoming project which allows users to crowd-own gacha machines by pre-loading their onchain tcg cards
currently running its ico on @sagapad_icm, not the biggest fan of the project visuals (very ai heavy) but don’t mind taking a gamba on a project like this one given the small valuation
> @monochrome_en - an exchange founded by @jeffyew_, the co-founder and former ceo of binance australia, is currently raising and 65% filled (6/9m)
closes in 4~ hours
> @metaplex - previously posted about $mplx but arguably the backbone of solana nfts and tokens (once upon a time), teasing a very big september with news regarding phase 2 of their new era dropping on the 30th
> @solanamobile - keeping further tabs here as we get closer to solana breakpoint in november
few interesting waitlists worth noting…
> @onepumpcc - the first memecoin launchpad on @cantonnetwork being built by @oneswapcc (who are backed by the likes of binance and coinbase)
waitlist is currently open so worth signing up here imo
> @finagotchi - a tamagotchi-like dapp where users can mint a finagotchi and evolve it through numerous stages via onchain activity (soulbound until the final stage)
genesis eggs will be minting soon, worth signing up to the waitlist here
> @selvagepull - an upcoming onchain gacha and marketplace platform specializing in streetwear and fashion, waitlist open here also
> @ptsdshow - the world’s first crypto comedy series backed by the likes of animoca brands, public whitelist applications open up later this week
that’s all for this week, looks like a heavier one ahead on the macro side with pce on wednesday and the jobs report on friday
pce is the first inflation read since the fed hiked and it’s forecast to accelerate, whilst friday’s jobs number is expected to remain relatively stable with unemployment ticking up
if we get a stronger than expected job print it would make a second hike harder to argue against
the ongoing middle east situation also remains the wildcard with high energy prices contributing to bond yields hitting multi-decade highs
should be an interesting week ahead, have a good one as always frens 🫡
39/52
had a relatively short half week due to some family commitments but another 5 figure week to close out the month going 4/4 nonetheless
solid pa across my existing positions i.e. $codec, $cars, $mplx and was relatively early to @clanktrade, @sevendotfun, @shardsmarkets, and @niraonnear throughout the week
was good fun dusting off the near wallet, definitely took me back to the days of apeing nfts on paras (was rank 1 on their leaderboard once upon a time lol)
also started adding to positions in @taiyorobotics, @zksnarks_, @pulldotfun and participated in the @thebyefun ico on @sagapad_icm which is ending later today
whilst i’m not the biggest fan of social trading i thought it’d also be worth re-iterating that i’ve started getting more active on fomo alongside these weekly posts so i can publicly put pen to paper (fomo.family/profile/silphtra…)
have found this to be a good way for me to highlight some interesting mid-week finds although i’m not the biggest fan of the slippage or keeping so much on a hot wallet so planning to retire this at 100k atm
also worth noting that i’m being very prudent on this wallet in lieu of this and thus i wouldn’t recommend copy trading
plans / monitoring for this week:
> @machinedotfun - looks like last week’s estimate was off and that the team will instead be launching this week (?)
recent tweets appear to tease september 30 and october 1 at 00:00 utc, assuming the launchpad will go live within this timeframe
pretty self-explanatory but the onus is now on the launchpad birthing runners, strong runners = strong $codec / $peaq pa and vice versa
> @clanktrade - an ai launchpad from the team at @daosdotfun, those of you around during ai season probably recall how instrumental the platform was in birthing 100m+ runners like $ai16z
whilst we’ve had some breakout runners like @artgirlfintel and @caboboxer, we haven’t experienced anything too crazy just yet
personally hedged in both and will be keeping an eye on future launches
> @nearlytrade / @shardsmarket / @niraonnear - current leading @nearprotocol launchpads atm, was very early to $shards and $nira but unfortunately have no exposure to $nearly
watching for runners here, especially whilst near is trending
> @sevendotfun - a launchpad for tokens using @xmoney, 2 tokens have launched thus far with both seeing significant retracements
watching for sustained pa and runners here
> @graphiteproto - team are teasing a big september with new features being built which raydium will apparently push hard (according to discord anyway)
keeping an eye out on possible roll out this week, personally missed the $gp trade but hedged with a few taiyos which also ran when we last saw the bonk ecosystem break out
> @treasuretrails - an onchain loot game where players can mint clue scrolls by burning $gp, clue scrolls can be solved to earn onchain adventurer items (fellow runescapers should be familiar with this one)
v experienced og team apparently, will be curious to see how this does off the back of the recent $gp sentiment
> @zksnarks_ - team recently announced their “zecathon” with further details coming out later today, think this warrants a bid if we see a decent amount of capital being allocated to actually building out the $zec ecosystem
started with a small pre-emptive sweep around 0.5
> @pulldotfun - team went live with their $tako token last week, currently waiting for airdrop farmers to exit (i believe only 30%~ of the allocated airdrop supply has been claimed thus far)
> @thebyefun - an upcoming project which allows users to crowd-own gacha machines by pre-loading their onchain tcg cards
currently running its ico on @sagapad_icm, not the biggest fan of the project visuals (very ai heavy) but don’t mind taking a gamba on a project like this one given the small valuation
> @monochrome_en - an exchange founded by @jeffyew_, the co-founder and former ceo of binance australia, is currently raising and 65% filled (6/9m)
closes in 4~ hours
> @metaplex - previously posted about $mplx but arguably the backbone of solana nfts and tokens (once upon a time), teasing a very big september with news regarding phase 2 of their new era dropping on the 30th
> @solanamobile - keeping further tabs here as we get closer to solana breakpoint in november
few interesting waitlists worth noting…
> @onepumpcc - the first memecoin launchpad on @cantonnetwork being built by @oneswapcc (who are backed by the likes of binance and coinbase)
waitlist is currently open so worth signing up here imo
> @finagotchi - a tamagotchi-like dapp where users can mint a finagotchi and evolve it through numerous stages via onchain activity (soulbound until the final stage)
genesis eggs will be minting soon, worth signing up to the waitlist here
> @selvagepull - an upcoming onchain gacha and marketplace platform specializing in streetwear and fashion, waitlist open here also
> @ptsdshow - the world’s first crypto comedy series backed by the likes of animoca brands, public whitelist applications open up later this week
that’s all for this week, looks like a heavier one ahead on the macro side with pce on wednesday and the jobs report on friday
pce is the first inflation read since the fed hiked and it’s forecast to accelerate, whilst friday’s jobs number is expected to remain relatively stable with unemployment ticking up
if we get a stronger than expected job print it would make a second hike harder to argue against
the ongoing middle east situation also remains the wildcard with high energy prices contributing to bond yields hitting multi-decade highs
should be an interesting week ahead, have a good one as always frens 🫡
38/52
another solid week banked with september shaping up to be the best month of the year thus far, execution could always be improved but really happy with the ideation and the pockets i've been watching
rode the @arc, @getstonkoptions, and @machinedotfun ecosystems up multiples last week after positioning in $tolly, $bags, and $codec all relatively early
also felt pretty on the money with my runescape, rate hike, and clarity thoughts all playing out as expected (what a sentence lol)
bit of a mixed bag on nfts where i managed to manually mint a @standard_rsv charter and hit the absolute grail on my first @ripcarsio pull, also got fully filled on my @zksnarks_ bids though (time will tell here i guess)
plans / monitoring for this week:
> @takopull - looks like the official $tako token from the @pulldotfun team will be launching this week on robinhood
as previously mentioned, this is probably one of my favorite gacha experiences on the market atm and i'm hoping to get a decent entry here
> @machinedotfun - as per last week's @mcglive episode, it looks like the launchpad will be going live this week
as always, the onus here will be on the platform to produce a strong runner, with $codec and $peaq being subsequent bids if that's the case
will be bidding early runners here
> @dualmintrwa - looks like pre-commits for $play, a token backed by a fleet of 200 arcade claw machines, will go live on the 22nd
interested to see if there is any collectible ip overlap here and whether this trades like a vault or a token (if trading goes live)
pre-commits get 20% more allocation than live deposits, which open on the 4th of october, and as always @stardotfun ($star) should be a bid off the back of any significant demand
> @graphiteproto - hearing rumors of a new product being released this week, still holding onto my taiyos that i picked up a few weeks ago
will probably sweep a few more if graphite breaks out
> @umia_finance - first decision markets recently concluded with full deployment of the treasury across aave and steakhouse
still watching for the announcement of projects which will be raising on the platform, coming "very soon" according to the telegram
as always, good projects warrant an $umia bid and vice versa
> @fulldotfun - presale for @pinkecosystem's launchpad goes live later this week, unfortunately missed the wl for this one but worth keeping an eye on nonetheless
> @zksnarks_ - managed to get filled for 5 of these during the past week's mint, didn't end up re-entering and fortunately managed to derisk most of my bag above 1.5 as soon as the fud hit
not too fussed about the zachxbt fud, but i do think it's worth paying attention to the garett and zooko rhetoric
have kept a couple here and am treating this as another zero or valhalla play, will bid more if we get a shift in sentiment on the above
> @lfowndotfun - a memecoin launchpad where every token is paired with an ownership coin from @metadaoproject
no significant runners just yet but worth keeping this on the watchlist for when we inevitably (imo) flip back to futarchy and ownership
> @prlnet - posted about this earlier in the year and had actually mined this for a bit, seeing a significant uptick in mindshare across the timeline
think any entries are risky at the moment but a reminder to myself to keep an eye on things nonetheless
> @standard_rsv - have honestly been pretty slack with how i've been playing things as these ponzus aren't really my forte but i finally picked up 2 additional branches last night around 7.9k $standard
will continue to monitor things here but throwing things at fable for the most part lol
> @uavdotfun - posted about this previously but it looks like the first flight will be taking place this week, minted a few nfts that are generating $uav as a fun gamba
> @jumperapp - opened up a waitlist last week, looks like tge might be around the corner here with rumours of a launch on @legiondotcc
probably worth signing up whilst we wait for further details
> @boldleonidas - the "into the hood" open edition opened up for minting on robinhood last week, worth a mint if you're liquid imo (big fan of backing artists on ct)
looking ahead, it seems like we've got a bit of a breather with not too much on the macro calendar, main thing to watch is whether we get any clues on an october or december rate hike from the various fed speakers this week
on the crypto side, the clarity act failed its senate vote last week so it's looking unlikely to get done in 2026, meaning the sec and cftc will have to fill in the gaps for now
the sec's framework is open for feedback until the 20th of october, so expect vcs, exchanges and the rest of the industry to be pushing hard on things like what counts as a security and how defi gets treated etc.
main potential curveball right now seems to be the escalating middle east tensions, with trump cutting his camp david weekend short and embassies across the region issuing security alerts
worth keeping an eye on the timing of things too, as most of the escalations we've seen have tended to land while markets are closed
that wraps things up for this update, as always have a good week ahead frens 🫡
38/52
another solid week banked with september shaping up to be the best month of the year thus far, execution could always be improved but really happy with the ideation and the pockets i've been watching
rode the @arc, @getstonkoptions, and @machinedotfun ecosystems up multiples last week after positioning in $tolly, $bags, and $codec all relatively early
also felt pretty on the money with my runescape, rate hike, and clarity thoughts all playing out as expected (what a sentence lol)
bit of a mixed bag on nfts where i managed to manually mint a @standard_rsv charter and hit the absolute grail on my first @ripcarsio pull, also got fully filled on my @zksnarks_ bids though (time will tell here i guess)
plans / monitoring for this week:
> @takopull - looks like the official $tako token from the @pulldotfun team will be launching this week on robinhood
as previously mentioned, this is probably one of my favorite gacha experiences on the market atm and i'm hoping to get a decent entry here
> @machinedotfun - as per last week's @mcglive episode, it looks like the launchpad will be going live this week
as always, the onus here will be on the platform to produce a strong runner, with $codec and $peaq being subsequent bids if that's the case
will be bidding early runners here
> @dualmintrwa - looks like pre-commits for $play, a token backed by a fleet of 200 arcade claw machines, will go live on the 22nd
interested to see if there is any collectible ip overlap here and whether this trades like a vault or a token (if trading goes live)
pre-commits get 20% more allocation than live deposits, which open on the 4th of october, and as always @stardotfun ($star) should be a bid off the back of any significant demand
> @graphiteproto - hearing rumors of a new product being released this week, still holding onto my taiyos that i picked up a few weeks ago
will probably sweep a few more if graphite breaks out
> @umia_finance - first decision markets recently concluded with full deployment of the treasury across aave and steakhouse
still watching for the announcement of projects which will be raising on the platform, coming "very soon" according to the telegram
as always, good projects warrant an $umia bid and vice versa
> @fulldotfun - presale for @pinkecosystem's launchpad goes live later this week, unfortunately missed the wl for this one but worth keeping an eye on nonetheless
> @zksnarks_ - managed to get filled for 5 of these during the past week's mint, didn't end up re-entering and fortunately managed to derisk most of my bag above 1.5 as soon as the fud hit
not too fussed about the zachxbt fud, but i do think it's worth paying attention to the garett and zooko rhetoric
have kept a couple here and am treating this as another zero or valhalla play, will bid more if we get a shift in sentiment on the above
> @lfowndotfun - a memecoin launchpad where every token is paired with an ownership coin from @metadaoproject
no significant runners just yet but worth keeping this on the watchlist for when we inevitably (imo) flip back to futarchy and ownership
> @prlnet - posted about this earlier in the year and had actually mined this for a bit, seeing a significant uptick in mindshare across the timeline
think any entries are risky at the moment but a reminder to myself to keep an eye on things nonetheless
> @standard_rsv - have honestly been pretty slack with how i've been playing things as these ponzus aren't really my forte but i finally picked up 2 additional branches last night around 7.9k $standard
will continue to monitor things here but throwing things at fable for the most part lol
> @uavdotfun - posted about this previously but it looks like the first flight will be taking place this week, minted a few nfts that are generating $uav as a fun gamba
> @jumperapp - opened up a waitlist last week, looks like tge might be around the corner here with rumours of a launch on @legiondotcc
probably worth signing up whilst we wait for further details
> @boldleonidas - the "into the hood" open edition opened up for minting on robinhood last week, worth a mint if you're liquid imo (big fan of backing artists on ct)
looking ahead, it seems like we've got a bit of a breather with not too much on the macro calendar, main thing to watch is whether we get any clues on an october or december rate hike from the various fed speakers this week
on the crypto side, the clarity act failed its senate vote last week so it's looking unlikely to get done in 2026, meaning the sec and cftc will have to fill in the gaps for now
the sec's framework is open for feedback until the 20th of october, so expect vcs, exchanges and the rest of the industry to be pushing hard on things like what counts as a security and how defi gets treated etc.
main potential curveball right now seems to be the escalating middle east tensions, with trump cutting his camp david weekend short and embassies across the region issuing security alerts
worth keeping an eye on the timing of things too, as most of the escalations we've seen have tended to land while markets are closed
that wraps things up for this update, as always have a good week ahead frens 🫡
37/52
another great week for the books, 40k~ up and subsequently feeling like a zombie over the past couple of days - i think the uber eats bill has also hit a new ath lol
papered probably 100k~ so a little bittersweet with how i executed throughout despite the relative success which i guess is indicative of how frothy things have gotten
mixed bag in the trenches - caught @rhhcollection, @flybrainrh, and @hashcats_rh all relatively early but got greedy and roundtripped profits on most of these
existing bags did most of the heavy work here i.e. $star which is probably why my risk taking was heightened
owned a large chunk of the supply across a few wallets but got very trigger happy as it was a chart i have been inundated with for almost a year now
fortunately learnt my lesson from previous situations and made sure to keep a decent moonbag here
lots of activity over the past week and thus a warning in advance for a chunky update ahead (word count at aths too lmao)
plans / monitoring for this week:
> @ripcarsio - go live with their gacha later today, some steady pa in the lead up to this so will be curious to see if this catches traction
still holding a decent sized bag here but have derisked a bit in anticipation of news sellers, personally feel like collectibles have cooled off a bit both irl and with the recent gacha-fication of web3 items i.e. $rwa
with that being said, pokemon 30th celebration is around the corner which could reignite things whilst hot wheels feels v nostalgic and relatively untapped
"bullish news" is being teased for waitlisters, can certainly see a free pull activation or something of that sort taking up mindshare on the tl
> @pulldotfun - team introduced $tako last week which will be awarded to users of the platform, this will give holders a claim to their future $pull token
airdrop and launchpad details will be revealed soon, keeping an eye here as it's certainly one of the more captivating gacha experiences on the market imo
> @fantadottop - an upcoming fantasy top-esque game for fomo traders, twas a good time on blast back in the day so will definitely be playing here
waitlist is now open and worth signing up for imo
> @shinylabs - still farming the airdrop here where time permits, the team have recently committed to launching shiny within the next 3 months
> @arc - mainnet goes live on the 16th, have already positioned and will play the rotation here
hearing that fomo will have trading available so expecting some action but my gut tells me that robinhood and base will remain at the top of the evm foodchain
@encodeclub recently held a stablecoin hackathon and demo day so probably worth snooping around for projects there
> @stardotfun - flew from 400k to 4m over the past week (due to the anticipation of @getstonkoptions) and since retraced to around 1.9m, whilst i have derisked i still hold a decent bag here and have continued exposure to the ecosystem
the onus for continued positive pa is now on @getstonkoptions to deliver runners, $star should be a bid if we see that happen here
> @getstonkoptions - @stardotfun's stock-paired launchpad where employees of the underlying stock can verify and claim trading fees (this has already stealth launched btw)
personally feel like this is a solid twist with the potential to go viral, however - the team will need to act v quickly to preserve their moat
have been spraying and praying runners but i think fast food paired tokens have the best chance of achieving success here due to the lower barrier to entry in terms of claiming tokens
bags are filled atm and will be keeping an eye out for any runners, highly recommend joining the team's telegram - there are a lot of breadcrumbs from the past day or so
official comms have still not been issued so there’s still a relative edge over the rest of the market - treating this as a zero or valhalla play
> @machinedotfun - an upcoming robotics launchpad by @codecopenflow and @peaq with revenues going back to $codec and $peaq holders
expecting a late september / october launch here and have begun accumulating $codec in anticipation of this
doesn't make sense to me that we see non-associative robotic-esque tokens like $microduck running to 40m with actual legit infrastructure sitting below 5m
would be cool to see some robots coming out of here which aren't so serious and also tick the memetic nature of our space (deploy the gawk gawk 69000 or smthn lol)
> @alchstrat / @rhhcollection - two projects which launched last week with the aim of accumulating robinhood hats on runescape
still in the deep red on $rstr and not an alchstrat holder but feel that this sector deserves a watch as it's the first time in a while that i've had normie friends contact me about crypto
tbh it feels like i have too much of an emotional tie to rs and wanting a coin to work, have been burnt by so many lmao (too many devs with 99 thieving smh)
> @hashcats_rh - a proof of work nft collection which launched last week, swept the floor quite early on this one and have already broke even via claiming eth here
one of the more elegant of the newer ponzis imo
> @yieldfields_rh – posted about this project previously but the team (former @onchainheroes) will be sharing details this week on how players can participate
starting to see ppl speculate on picking up genesis heroes for potential whitelisting
> @standard_rsv - genesis charters will be minting later today, a very large amount of hype here; personally not a wl grinder but will be observing
> @zksnarks_ - rumoured to be minting this week, @zec_bit ran hard with a lot of suspicious activity so it'll be good to see the potential of an actual fair mint
that wraps up the past week, we’ve got a huge week ahead on the macro front with the clarity act cloture vote on tuesday followed by fomc on wednesday
if the clarity act vote fails the bill is essentially dead for the remainder of the year, with a hotter cpi print last week the market is also pricing in a quarter point hike
think both of these events either give us the october bottom 4 year cycloors are hoping for or lead sideliners to start chasing, nonetheless expecting higher than usual volatility here this week
as always have a good week ahead frens 🫡
Silph retweeted
Custom wassie for @silphtrades 💖🥰
DM Nai for requests 🫶🏻
or collect from OS collection below iwo
Henlooo ~
Nai thought you'd might be interested with these wassieme drawings of her for .055 $ETH ($100)✨
Plz RT UwU some other rich frens mite liek eet iwo
OS Link: 🔗opensea.io/collection/wassie…
ayyyyy having an absolute heater of a week, picked up this top @ripcarsio grail 30~ minutes ago whilst doing some "market research" (first pull btw lol)
will most likely flip this into the $cars chart and some subway m&m cookies for good measure 🤝
huge congrats to the @zksnarks_ team on the raise, didn't get the fill i wanted but still managed to secure a few in today's sale nonetheless
was hoping to size in more but personally not the biggest fan of these overflow sales so have some dry powder ready for the open
think the narrative here is pretty self-explanatory if everything goes to plan: the first tradable nft collection with a sale held in a manner true to the $zec ethos
zillions_
zkSNARKs // reveal_
Your encrypted identity is ready.
> Enter zilkroad.com
> Check your allocation
> Hit continue
> Type reveal_zksnarks and press enter
Traits REMAIN SHIELDED until the market opens tomorrow.
Sept 18: @Zilkroad_ Market opens.
$ZEC //
1
14
494
absolute whirlwind over the past couple of days as i've finally caught up on some much needed sleep (was time rugged all weekend lol)
but i just wanted to say it's extremely humbling to be recognized by one of the best traders in the game
as someone who has been lurking ct for the past few cycles you start to get an intuition for smart money, and @0xdetweiler is someone i’ve tracked for years now
that intuition doesn't come from doomscrolling ct but rather putting in the hard yards; daily searches looking for breadcrumbs on every single like, comment or follow (yes i also see all you ppl gooning on your mains lmao)
really appreciate all the new follows over the past couple of days or so
still tryna balance trading and posting (probably 95:5 atm) but i will continue to show up and do my best to provide value regardless of market conditions 🙇🏻🙏
got a few ppl in dms asking how i trade
TG:
i have multiple priv gcs im in (been kicked out of some cos of the run im having lol)
FOMO:
below u will see SS of the ppl i follow on fomo. i like to keep my fomo following low so i dont get too many alerts and noise. im sure there are other fomo accs that are also good, but these are the accs i follow.
X:
i have also made my X list public so anyone can join and get alerts via X pro
it used to be private but i think its good to help others figure out the trenches
these are traders that i respect highly and hold in high regard (there are others too, im sure, but this is my list)
link to list:
nitter.gq/i/lists/18330619843691…
1
14
546
37/52
another great week for the books, 40k~ up and subsequently feeling like a zombie over the past couple of days - i think the uber eats bill has also hit a new ath lol
papered probably 100k~ so a little bittersweet with how i executed throughout despite the relative success which i guess is indicative of how frothy things have gotten
mixed bag in the trenches - caught @rhhcollection, @flybrainrh, and @hashcats_rh all relatively early but got greedy and roundtripped profits on most of these
existing bags did most of the heavy work here i.e. $star which is probably why my risk taking was heightened
owned a large chunk of the supply across a few wallets but got very trigger happy as it was a chart i have been inundated with for almost a year now
fortunately learnt my lesson from previous situations and made sure to keep a decent moonbag here
lots of activity over the past week and thus a warning in advance for a chunky update ahead (word count at aths too lmao)
plans / monitoring for this week:
> @ripcarsio - go live with their gacha later today, some steady pa in the lead up to this so will be curious to see if this catches traction
still holding a decent sized bag here but have derisked a bit in anticipation of news sellers, personally feel like collectibles have cooled off a bit both irl and with the recent gacha-fication of web3 items i.e. $rwa
with that being said, pokemon 30th celebration is around the corner which could reignite things whilst hot wheels feels v nostalgic and relatively untapped
"bullish news" is being teased for waitlisters, can certainly see a free pull activation or something of that sort taking up mindshare on the tl
> @pulldotfun - team introduced $tako last week which will be awarded to users of the platform, this will give holders a claim to their future $pull token
airdrop and launchpad details will be revealed soon, keeping an eye here as it's certainly one of the more captivating gacha experiences on the market imo
> @fantadottop - an upcoming fantasy top-esque game for fomo traders, twas a good time on blast back in the day so will definitely be playing here
waitlist is now open and worth signing up for imo
> @shinylabs - still farming the airdrop here where time permits, the team have recently committed to launching shiny within the next 3 months
> @arc - mainnet goes live on the 16th, have already positioned and will play the rotation here
hearing that fomo will have trading available so expecting some action but my gut tells me that robinhood and base will remain at the top of the evm foodchain
@encodeclub recently held a stablecoin hackathon and demo day so probably worth snooping around for projects there
> @stardotfun - flew from 400k to 4m over the past week (due to the anticipation of @getstonkoptions) and since retraced to around 1.9m, whilst i have derisked i still hold a decent bag here and have continued exposure to the ecosystem
the onus for continued positive pa is now on @getstonkoptions to deliver runners, $star should be a bid if we see that happen here
> @getstonkoptions - @stardotfun's stock-paired launchpad where employees of the underlying stock can verify and claim trading fees (this has already stealth launched btw)
personally feel like this is a solid twist with the potential to go viral, however - the team will need to act v quickly to preserve their moat
have been spraying and praying runners but i think fast food paired tokens have the best chance of achieving success here due to the lower barrier to entry in terms of claiming tokens
bags are filled atm and will be keeping an eye out for any runners, highly recommend joining the team's telegram - there are a lot of breadcrumbs from the past day or so
official comms have still not been issued so there’s still a relative edge over the rest of the market - treating this as a zero or valhalla play
> @machinedotfun - an upcoming robotics launchpad by @codecopenflow and @peaq with revenues going back to $codec and $peaq holders
expecting a late september / october launch here and have begun accumulating $codec in anticipation of this
doesn't make sense to me that we see non-associative robotic-esque tokens like $microduck running to 40m with actual legit infrastructure sitting below 5m
would be cool to see some robots coming out of here which aren't so serious and also tick the memetic nature of our space (deploy the gawk gawk 69000 or smthn lol)
> @alchstrat / @rhhcollection - two projects which launched last week with the aim of accumulating robinhood hats on runescape
still in the deep red on $rstr and not an alchstrat holder but feel that this sector deserves a watch as it's the first time in a while that i've had normie friends contact me about crypto
tbh it feels like i have too much of an emotional tie to rs and wanting a coin to work, have been burnt by so many lmao (too many devs with 99 thieving smh)
> @hashcats_rh - a proof of work nft collection which launched last week, swept the floor quite early on this one and have already broke even via claiming eth here
one of the more elegant of the newer ponzis imo
> @yieldfields_rh – posted about this project previously but the team (former @onchainheroes) will be sharing details this week on how players can participate
starting to see ppl speculate on picking up genesis heroes for potential whitelisting
> @standard_rsv - genesis charters will be minting later today, a very large amount of hype here; personally not a wl grinder but will be observing
> @zksnarks_ - rumoured to be minting this week, @zec_bit ran hard with a lot of suspicious activity so it'll be good to see the potential of an actual fair mint
that wraps up the past week, we’ve got a huge week ahead on the macro front with the clarity act cloture vote on tuesday followed by fomc on wednesday
if the clarity act vote fails the bill is essentially dead for the remainder of the year, with a hotter cpi print last week the market is also pricing in a quarter point hike
think both of these events either give us the october bottom 4 year cycloors are hoping for or lead sideliners to start chasing, nonetheless expecting higher than usual volatility here this week
as always have a good week ahead frens 🫡
36/52
amazing past week, best of the year thus far and hopefully a sign of things to come - it's been a minute since i ran on such little sleep lol
maxed out multiple wallets for the @umia_finance presale and did very well playing the $zec ecosystem; caught $zecat as it was bonding on @shlddotfun and hard swept the @zec_bit floor < 0.1 $zec
on the equities front, i also sized into some $hood around $102~ as i feel like all the pieces are now in place to capture retail attention
as always, will continue doing my best to highlight these plays in advance every week
plans / monitoring for this week:
> @graphiteproto - teased a re-launch of @bonkfun and some newer graphite products late last week
missed the $gp trade but swept a few @taiyorobotics as a consolidation play as i remember how hard these ran last time the ecosystem took off
> @ripcarsio - last full week we’ve got before the launch of the hot wheels gacha, keeping an eye on pa here (wonder if we'll get a case of people selling the news?)
> @umia_finance - good bounce here off the back of the expected presale dump
the next obvious hurdles to clear are the caliber of projects launching and whether these can perform well after launch
keeping an eye here as i personally feel like futarchy on evm is a very strong narrative and a natural one to follow with tokenized stocks doing well
> @stardotfun - team are in the process of pivoting and will be releasing a cli accessible on both solana and robinhood, timeline is tbd but within september according to telegram
still positioned in $star as per previous posts throughout the year (big risk big reward)
> @papertrade_xyz - team are now in the process of testing on mainnet, so assuming the launch is near
apparently everything will be preannounced with a predefined deposit period, easily one of the most hyped launches of this year
> @florinprotocol - an upcoming lending market for tokenized stocks on robinhood by the @superpositionso team, still very early here
> @arc - with mainnet next week, it probably makes sense to pay attention to potential runners here
have personally picked up some $tolly (@tollylabs) and will be doing some more ecosystem research this week
as mentioned above, a majority of the past week’s wins came from the zec ecosystem so will continue to monitor here....
> @shlddotfun - still holding a moonbag of $zecat, impressed with how the team have been moving tbh
will be keeping an eye out for future developments and launches on the launchpad
> @zec_bit - swept a large amount of nfts here on day 1 of launch (32~) which are unfortunately still missing, however i can confirm that i received all purchases from day 2
tested sales and they seem to be working which is great to see, hoping for a solid resolution re: the missing nfts
> @zksnarks_ - another upcoming zec nft collection, their snarklist is currently open so probably worth applying here given how well the ecosystem is doing
> @zcashnames - the sns/ens play on zcash, early access begins next week so paying close attention to this one
that wraps up this week, bit of a shorter week with labor day today and not too much on the macro calendar with the main event to watch being cpi which should release on friday
foot’s been off the pedal for most of the year but i think it’s fair to say that the time to lock in is here - make sure you take advantage of this opportunity while it lasts
as always have a good week ahead frens 🫡
36/52
amazing past week, best of the year thus far and hopefully a sign of things to come - it's been a minute since i ran on such little sleep lol
maxed out multiple wallets for the @umia_finance presale and did very well playing the $zec ecosystem; caught $zecat as it was bonding on @shlddotfun and hard swept the @zec_bit floor < 0.1 $zec
on the equities front, i also sized into some $hood around $102~ as i feel like all the pieces are now in place to capture retail attention
as always, will continue doing my best to highlight these plays in advance every week
plans / monitoring for this week:
> @graphiteproto - teased a re-launch of @bonkfun and some newer graphite products late last week
missed the $gp trade but swept a few @taiyorobotics as a consolidation play as i remember how hard these ran last time the ecosystem took off
> @ripcarsio - last full week we’ve got before the launch of the hot wheels gacha, keeping an eye on pa here (wonder if we'll get a case of people selling the news?)
> @umia_finance - good bounce here off the back of the expected presale dump
the next obvious hurdles to clear are the caliber of projects launching and whether these can perform well after launch
keeping an eye here as i personally feel like futarchy on evm is a very strong narrative and a natural one to follow with tokenized stocks doing well
> @stardotfun - team are in the process of pivoting and will be releasing a cli accessible on both solana and robinhood, timeline is tbd but within september according to telegram
still positioned in $star as per previous posts throughout the year (big risk big reward)
> @papertrade_xyz - team are now in the process of testing on mainnet, so assuming the launch is near
apparently everything will be preannounced with a predefined deposit period, easily one of the most hyped launches of this year
> @florinprotocol - an upcoming lending market for tokenized stocks on robinhood by the @superpositionso team, still very early here
> @arc - with mainnet next week, it probably makes sense to pay attention to potential runners here
have personally picked up some $tolly (@tollylabs) and will be doing some more ecosystem research this week
as mentioned above, a majority of the past week’s wins came from the zec ecosystem so will continue to monitor here....
> @shlddotfun - still holding a moonbag of $zecat, impressed with how the team have been moving tbh
will be keeping an eye out for future developments and launches on the launchpad
> @zec_bit - swept a large amount of nfts here on day 1 of launch (32~) which are unfortunately still missing, however i can confirm that i received all purchases from day 2
tested sales and they seem to be working which is great to see, hoping for a solid resolution re: the missing nfts
> @zksnarks_ - another upcoming zec nft collection, their snarklist is currently open so probably worth applying here given how well the ecosystem is doing
> @zcashnames - the sns/ens play on zcash, early access begins next week so paying close attention to this one
that wraps up this week, bit of a shorter week with labor day today and not too much on the macro calendar with the main event to watch being cpi which should release on friday
foot’s been off the pedal for most of the year but i think it’s fair to say that the time to lock in is here - make sure you take advantage of this opportunity while it lasts
as always have a good week ahead frens 🫡
35/52
solid wins across most of last week, a bit nostalgic with some of these coming from jpegs - managed to hit @musefacktory, @0xnaives, and got super lucky with the @originalblokyz raffle considering i didn’t deposit too much
think it's safe to say that nfts are back, especially when we're seeing 10k collections mint out and perform well
also sized in a fairly decent amount into the @umia_finance presale, admittedly not the biggest fan of these larger deposit raises (still have ptsd from trove etc. lmao but slowly getting over this)
great to see @solanamobile (solana:SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3) up 300% over the past week or so, was posting about this in my updates for the past couple of months at around 100m and am finally well into the green on my existing position
admittedly need to get better at playing these majors as i was eyeing up a position around 50m last week but price bias stopped me from pulling the trigger
plans / monitoring for this week:
> @ripcarsio - the team recently announced the 14th of september as the official launch date, as mentioned last week i was expecting the end of august as per previous comms
will be continuing to monitor price action throughout the next 2~ weeks as we approach launch
> @ethos_network - auction for $whuf goes live tomorrow on the 1st of september, probably won’t be participating here but will be keeping a careful eye as an echo investor as previously mentioned
> @bootypirates1 - a community-run cto of pirate nation, one of the larger and more popular on chain games from cycles prior
looks like wls are being allocated at the moment with an upcoming mint on robinhood coming soon
> @wassie - will be dropping a presale for their smolting plushie this week
previously had picked up the maru plushie as a collector but worth noting that this drop has a soulbound nft which can be quite coveted during a bull market
> @umia_finance - with the sale now capped, trading begins later this week on the 2nd at 12.00 utc, will be watching this carefully as i sized in a decent amount here
> @grailco - near term roadmap was recently announced by the team, looks like a weekly cadence of friday gtoken launches / airdrops and launch packs dropping on monday
> @hivebits_io - a beekeeping company run by engineers (200k+ revenue), recently placed 1st on @ownershipfm's roadshow rankings, look to be launching via @futarddotio soon
> @zec_bit - launching the first nft collection on z cash, quests etc. to earn wl are now open
> @shlddotfun - going live with the first shielded bonding curve launchpad on zcash this week
that wraps up this week, looks like we've got a bunch of ism data coming up with manufacturing on tuesday and services on thursday (tldr basically a read on business activity, with services being the more important one given how much of the economy it makes up)
that's followed by the main event on friday which is the august jobs report, the last big read we'll get before the fed meeting in september (rate decision on the 16th)
as always have a good week ahead frens 🫡
bit of a gamba (considering the fud) but have been actively sweeping the @zec_bit floor
feels like free mintooors want to claim their lunch money and will happily oblige
have no idea how much i’ve spent thus far and i really hope the refund button works lol but sub $50 for one of the very first zec collections feels cheap enough (200k~ mc)
moreso when you consider that memecoins have recently started to heat up on $zec via @shlddotfun
actually took a stab at a similar idea earlier this year and swept a bunch of @cypherpunkzero nfts (iykyk)
will happily ride this to 0 or valhalla 🫡
+30k realized this week thus far, all from new projects identified in advance and well away from the never-ending assembly line of new pairs
think it’s safe to say that we’re back and that i should probably start posting more lol
personally feel like a lot of people are deterred by trench culture due to the belief that you need to be locked in and behind the monitor 24/7
thought i would shed some light on my personal preference and what’s worked well for me: doing dd upfront via socials, setting up my calendar, and catching things on launch
whilst things are a bit slower since you’re often waiting for presales etc. my unc brain finds things a little less chaotic with some structure in place lmao
this week’s results came from just two projects: @umia_finance and sniping $zecat during bonding (the first runner on @shlddotfun), both were highlighted in advance here: nitter.gq/silphtrades/status/209…
have been highlighting these types of projects in my weekly roundups for a while now, and have been heads down building a tool over the past months to make finding them a whole lot easier
more on this to come!
35/52
solid wins across most of last week, a bit nostalgic with some of these coming from jpegs - managed to hit @musefacktory, @0xnaives, and got super lucky with the @originalblokyz raffle considering i didn’t deposit too much
think it's safe to say that nfts are back, especially when we're seeing 10k collections mint out and perform well
also sized in a fairly decent amount into the @umia_finance presale, admittedly not the biggest fan of these larger deposit raises (still have ptsd from trove etc. lmao but slowly getting over this)
great to see @solanamobile (solana:SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3) up 300% over the past week or so, was posting about this in my updates for the past couple of months at around 100m and am finally well into the green on my existing position
admittedly need to get better at playing these majors as i was eyeing up a position around 50m last week but price bias stopped me from pulling the trigger
plans / monitoring for this week:
> @ripcarsio - the team recently announced the 14th of september as the official launch date, as mentioned last week i was expecting the end of august as per previous comms
will be continuing to monitor price action throughout the next 2~ weeks as we approach launch
> @ethos_network - auction for $whuf goes live tomorrow on the 1st of september, probably won’t be participating here but will be keeping a careful eye as an echo investor as previously mentioned
> @bootypirates1 - a community-run cto of pirate nation, one of the larger and more popular on chain games from cycles prior
looks like wls are being allocated at the moment with an upcoming mint on robinhood coming soon
> @wassie - will be dropping a presale for their smolting plushie this week
previously had picked up the maru plushie as a collector but worth noting that this drop has a soulbound nft which can be quite coveted during a bull market
> @umia_finance - with the sale now capped, trading begins later this week on the 2nd at 12.00 utc, will be watching this carefully as i sized in a decent amount here
> @grailco - near term roadmap was recently announced by the team, looks like a weekly cadence of friday gtoken launches / airdrops and launch packs dropping on monday
> @hivebits_io - a beekeeping company run by engineers (200k+ revenue), recently placed 1st on @ownershipfm's roadshow rankings, look to be launching via @futarddotio soon
> @zec_bit - launching the first nft collection on z cash, quests etc. to earn wl are now open
> @shlddotfun - going live with the first shielded bonding curve launchpad on zcash this week
that wraps up this week, looks like we've got a bunch of ism data coming up with manufacturing on tuesday and services on thursday (tldr basically a read on business activity, with services being the more important one given how much of the economy it makes up)
that's followed by the main event on friday which is the august jobs report, the last big read we'll get before the fed meeting in september (rate decision on the 16th)
as always have a good week ahead frens 🫡
8
178
35/52
solid wins across most of last week, a bit nostalgic with some of these coming from jpegs - managed to hit @musefacktory, @0xnaives, and got super lucky with the @originalblokyz raffle considering i didn’t deposit too much
think it's safe to say that nfts are back, especially when we're seeing 10k collections mint out and perform well
also sized in a fairly decent amount into the @umia_finance presale, admittedly not the biggest fan of these larger deposit raises (still have ptsd from trove etc. lmao but slowly getting over this)
great to see @solanamobile (solana:SKRbvo6Gf7GondiT3BbTfuRDPqLWei4j2Qy2NPGZhW3) up 300% over the past week or so, was posting about this in my updates for the past couple of months at around 100m and am finally well into the green on my existing position
admittedly need to get better at playing these majors as i was eyeing up a position around 50m last week but price bias stopped me from pulling the trigger
plans / monitoring for this week:
> @ripcarsio - the team recently announced the 14th of september as the official launch date, as mentioned last week i was expecting the end of august as per previous comms
will be continuing to monitor price action throughout the next 2~ weeks as we approach launch
> @ethos_network - auction for $whuf goes live tomorrow on the 1st of september, probably won’t be participating here but will be keeping a careful eye as an echo investor as previously mentioned
> @bootypirates1 - a community-run cto of pirate nation, one of the larger and more popular on chain games from cycles prior
looks like wls are being allocated at the moment with an upcoming mint on robinhood coming soon
> @wassie - will be dropping a presale for their smolting plushie this week
previously had picked up the maru plushie as a collector but worth noting that this drop has a soulbound nft which can be quite coveted during a bull market
> @umia_finance - with the sale now capped, trading begins later this week on the 2nd at 12.00 utc, will be watching this carefully as i sized in a decent amount here
> @grailco - near term roadmap was recently announced by the team, looks like a weekly cadence of friday gtoken launches / airdrops and launch packs dropping on monday
> @hivebits_io - a beekeeping company run by engineers (200k+ revenue), recently placed 1st on @ownershipfm's roadshow rankings, look to be launching via @futarddotio soon
> @zec_bit - launching the first nft collection on z cash, quests etc. to earn wl are now open
> @shlddotfun - going live with the first shielded bonding curve launchpad on zcash this week
that wraps up this week, looks like we've got a bunch of ism data coming up with manufacturing on tuesday and services on thursday (tldr basically a read on business activity, with services being the more important one given how much of the economy it makes up)
that's followed by the main event on friday which is the august jobs report, the last big read we'll get before the fed meeting in september (rate decision on the 16th)
as always have a good week ahead frens 🫡
34/52
solid past week across most of my spot positions, pretty hard to be down with the recent moves across the market tbh
feels like we’ve had a huge shift in sentiment and the time to lock in is nigh
mixed bag on last week’s plans, roundtripped some gains on @jurassicfi as i expected their new raise to oversub but fortunate that my intuition wasn’t entirely off with me derisking in advance
on the collectibles front some of my op-17 shipments have finally come through, i also managed to secure a delta reign case (although admittedly this was more of an impulse purchase)
bit of a chunkier update for this week - feels like a lot more activity across the board which is great to see
plans / monitoring for this week:
> @ripcarsio - the team have been teasing an eom launch which means by eow (?), have been accumulating over the past few weeks in anticipation of this
think pa on here will be correlated to $cards which i feel has been tied with unlocks and the current lull in the pokemon market (hoping things pick up on anticipation of the 30th)
> @creatorcapitalx - a platform which allows users to trade social media accounts like coins
seeing a bunch of attention here off the back of @marketbubble discussing socialfi
will be interested to see if momentum continues, i think @tribedotrun is ripe to capture mindshare on this narrative should we continue to see things trend and i have positioned accordingly
posted about this previously but the team are backed by alliance and in the process of building 2.0, iirc @blknoiz06 and @banksfucks were actual users of 1.0
> @heebooofficial - the public sale for the @claynosaurz attention economy token goes live via 48-hour public sale on the 25th this week
will be paying close attention to deposits here, worth noting that early deposits receive a 25% bonus
> @gte_xyz - team posted a teaser a few days ago mentioning that they’re back, waitlist is now open
rumours are that they’ll be building a hyperliquid competitor alongside collaboration with ethena and layerzero
> @futarddotio - got my eyes on a few launches here for this week with the ongoing @jurassicfi deaton raise and @gamebyts icoing on the 26th
> @umia_finance - $umia will be going live on the 26th allowing projects to tokenize their ventures via futarchy-based governance on evm
will be keeping an eye on valuations and potentially be participating here
> @nfwdotfun - looks like the first gachapad nft launch is almost here, @solsesame has mentioned that this will be their first nft collection and teased a first of its kind token standard
> naives by @mannay - a collection of pfp faces generated via javascript will be launching on @verse_works this week, art looks great imo
> @token_works - will be launching a small collection of 111 nfts “soon” to test their fwair launch mechanics, expecting these to be highly coveted given the small supply
> @pixiechess - posted about this one a while back but essentially pixie chess is a fresh take on the game backed by the likes of @paradigm and tbpn
have started accumulating a few legendary nft pieces here and will be keeping an eye on future drops (especially any legendary king pieces)
> @uavdotfun - a uav company building on solana, token looks like it’ll be launching in 30~ days
you can accrue their token in advance by becoming a partner and minting a drone nft, bit of a gamble but i minted a few here
> @shinylabs - posted about the project previously but you can currently farm their airdrop by accumulating exp on their website
love the fact that they didn’t vc raise, with the token essentially being community-owned
> @pulldotfun - went live with their riftbound gacha last week (one of the very first), ripped a few packs here
personally a big fan of the lol ip and expect this to do well over the coming years (big aram mayhem addict lol)
> @grailco - kai cenat launch packs are releasing tomorrow at 8.00am, will most likely be picking up a few where possible
> @ethos_network - looks like the team’s $whuf token will finally be launching next week, starting at $1m with a $99m fdv cap
previously participated in the echo raise so will be watching carefully here, although i’m not entirely sure if there’s much upside for previous participants like myself
off the back of this we’ve also seen @commonsmade by @slayed_eth trend over the past week; a similar platform which allows individuals to vouch or slash others on x
> @inkonchain - kraken's very own l2, seeing a lot of rumours of a token launch in early september
looking forward to this one as i had some stables parked on @tydrohq for a while, makes sense to pay attention to first runners and the like here imo
> @standard_rsv - an upcoming experimental project which acts like an automated onchain central bank
looks like 1k nfts will be issued, acting like licenses to run a bank (earning $standard)
worth noting that the team behind the project have previously won ethglobal hackathons
that wraps things up for this week, looks like we’ve got a heavier week with core pce on wednesday followed by nvidia earnings after close
we’ve also got jackson hole this week where everyone will be paying close attention to where rates are headed with the september decision a few weeks out
as always have a good week ahead frens 🫡
34/52
solid past week across most of my spot positions, pretty hard to be down with the recent moves across the market tbh
feels like we’ve had a huge shift in sentiment and the time to lock in is nigh
mixed bag on last week’s plans, roundtripped some gains on @jurassicfi as i expected their new raise to oversub but fortunate that my intuition wasn’t entirely off with me derisking in advance
on the collectibles front some of my op-17 shipments have finally come through, i also managed to secure a delta reign case (although admittedly this was more of an impulse purchase)
bit of a chunkier update for this week - feels like a lot more activity across the board which is great to see
plans / monitoring for this week:
> @ripcarsio - the team have been teasing an eom launch which means by eow (?), have been accumulating over the past few weeks in anticipation of this
think pa on here will be correlated to $cards which i feel has been tied with unlocks and the current lull in the pokemon market (hoping things pick up on anticipation of the 30th)
> @creatorcapitalx - a platform which allows users to trade social media accounts like coins
seeing a bunch of attention here off the back of @marketbubble discussing socialfi
will be interested to see if momentum continues, i think @tribedotrun is ripe to capture mindshare on this narrative should we continue to see things trend and i have positioned accordingly
posted about this previously but the team are backed by alliance and in the process of building 2.0, iirc @blknoiz06 and @banksfucks were actual users of 1.0
> @heebooofficial - the public sale for the @claynosaurz attention economy token goes live via 48-hour public sale on the 25th this week
will be paying close attention to deposits here, worth noting that early deposits receive a 25% bonus
> @gte_xyz - team posted a teaser a few days ago mentioning that they’re back, waitlist is now open
rumours are that they’ll be building a hyperliquid competitor alongside collaboration with ethena and layerzero
> @futarddotio - got my eyes on a few launches here for this week with the ongoing @jurassicfi deaton raise and @gamebyts icoing on the 26th
> @umia_finance - $umia will be going live on the 26th allowing projects to tokenize their ventures via futarchy-based governance on evm
will be keeping an eye on valuations and potentially be participating here
> @nfwdotfun - looks like the first gachapad nft launch is almost here, @solsesame has mentioned that this will be their first nft collection and teased a first of its kind token standard
> naives by @mannay - a collection of pfp faces generated via javascript will be launching on @verse_works this week, art looks great imo
> @token_works - will be launching a small collection of 111 nfts “soon” to test their fwair launch mechanics, expecting these to be highly coveted given the small supply
> @pixiechess - posted about this one a while back but essentially pixie chess is a fresh take on the game backed by the likes of @paradigm and tbpn
have started accumulating a few legendary nft pieces here and will be keeping an eye on future drops (especially any legendary king pieces)
> @uavdotfun - a uav company building on solana, token looks like it’ll be launching in 30~ days
you can accrue their token in advance by becoming a partner and minting a drone nft, bit of a gamble but i minted a few here
> @shinylabs - posted about the project previously but you can currently farm their airdrop by accumulating exp on their website
love the fact that they didn’t vc raise, with the token essentially being community-owned
> @pulldotfun - went live with their riftbound gacha last week (one of the very first), ripped a few packs here
personally a big fan of the lol ip and expect this to do well over the coming years (big aram mayhem addict lol)
> @grailco - kai cenat launch packs are releasing tomorrow at 8.00am, will most likely be picking up a few where possible
> @ethos_network - looks like the team’s $whuf token will finally be launching next week, starting at $1m with a $99m fdv cap
previously participated in the echo raise so will be watching carefully here, although i’m not entirely sure if there’s much upside for previous participants like myself
off the back of this we’ve also seen @commonsmade by @slayed_eth trend over the past week; a similar platform which allows individuals to vouch or slash others on x
> @inkonchain - kraken's very own l2, seeing a lot of rumours of a token launch in early september
looking forward to this one as i had some stables parked on @tydrohq for a while, makes sense to pay attention to first runners and the like here imo
> @standard_rsv - an upcoming experimental project which acts like an automated onchain central bank
looks like 1k nfts will be issued, acting like licenses to run a bank (earning $standard)
worth noting that the team behind the project have previously won ethglobal hackathons
that wraps things up for this week, looks like we’ve got a heavier week with core pce on wednesday followed by nvidia earnings after close
we’ve also got jackson hole this week where everyone will be paying close attention to where rates are headed with the september decision a few weeks out
as always have a good week ahead frens 🫡
33/52
decent gains over the past week, especially on some of the positions we added to in our prior update with $cars (@ripcarsio), $rawr (@jurassicfi), and $codec (@codeopenflow) doing most of the heavy lifting
pretty happy with how things played out here given that we documented the @jurassicfi entry at 680k 2~ weeks ago with this running to 2m over the past week (nitter.gq/silphtrades/status/208…)
also managed to catch the @spritehoodio launch and minted a decent amount here, unfortunately roundtripped profits though (always happy to join another community nonetheless lmao)
on the collectibles front i managed to pick up some 1989 topps nintendo game packs and also had some luck with the trencher tcg mint
unfortunately ran into some shenanigans with the local card store and got my fusion world st01 preorder cancelled due to bandai distribution issues though
planning to increase the amount of time spent researching collectibles as i feel like you can still be very early to narratives with decent r:r
plans / monitoring for this week:
> @jurassicfi - the deaton raise opens later today at 8pm utc, expecting this to be oversubscribed and will be participating accordingly
expecting some selling of the news and derisked half of my bag yesterday in anticipation of this
> @boldpfps - a potential collection by @boldleonidas was teased last week, big fan of his artwork as you can probably tell from my pfp - will be looking to mint here should the opportunity present itself
> @rektdrinks - waitlist is now open for the team's tradooor collection, looks like an upcoming 10k collection where each nft represents an autonomous trading agent
> @everdraw_rpg - a tcg rpg hybrid with season zero now live, would recommend checking the platform out and completing quests to secure any potential whitelists here
> @marketforcestcg - a new tcg game by @vaneck_us focused on getting the next generation interested in investing, pre-orders are now open with the collection limited to 12k units
> @azukimanga - an upcoming manga from the azuki team, as always am interested in buying firsts from ips (especially in the web3 space)
> @playriftbound - whilst not crypto related the @t1lol 2025 worlds champion signature edition draw ends later today at 6pm pt
would highly recommend entering the draw as these will be highly sought after, excellent r:r imo
that wraps up this week, all eyes on wednesday as the minutes from july’s fomc are expected - we’ve also got pmis on thursday which will give a fresh read on growth
as always have a good week ahead 🫡
33/52
decent gains over the past week, especially on some of the positions we added to in our prior update with $cars (@ripcarsio), $rawr (@jurassicfi), and $codec (@codeopenflow) doing most of the heavy lifting
pretty happy with how things played out here given that we documented the @jurassicfi entry at 680k 2~ weeks ago with this running to 2m over the past week (nitter.gq/silphtrades/status/208…)
also managed to catch the @spritehoodio launch and minted a decent amount here, unfortunately roundtripped profits though (always happy to join another community nonetheless lmao)
on the collectibles front i managed to pick up some 1989 topps nintendo game packs and also had some luck with the trencher tcg mint
unfortunately ran into some shenanigans with the local card store and got my fusion world st01 preorder cancelled due to bandai distribution issues though
planning to increase the amount of time spent researching collectibles as i feel like you can still be very early to narratives with decent r:r
plans / monitoring for this week:
> @jurassicfi - the deaton raise opens later today at 8pm utc, expecting this to be oversubscribed and will be participating accordingly
expecting some selling of the news and derisked half of my bag yesterday in anticipation of this
> @boldpfps - a potential collection by @boldleonidas was teased last week, big fan of his artwork as you can probably tell from my pfp - will be looking to mint here should the opportunity present itself
> @rektdrinks - waitlist is now open for the team's tradooor collection, looks like an upcoming 10k collection where each nft represents an autonomous trading agent
> @everdraw_rpg - a tcg rpg hybrid with season zero now live, would recommend checking the platform out and completing quests to secure any potential whitelists here
> @marketforcestcg - a new tcg game by @vaneck_us focused on getting the next generation interested in investing, pre-orders are now open with the collection limited to 12k units
> @azukimanga - an upcoming manga from the azuki team, as always am interested in buying firsts from ips (especially in the web3 space)
> @playriftbound - whilst not crypto related the @t1lol 2025 worlds champion signature edition draw ends later today at 6pm pt
would highly recommend entering the draw as these will be highly sought after, excellent r:r imo
that wraps up this week, all eyes on wednesday as the minutes from july’s fomc are expected - we’ve also got pmis on thursday which will give a fresh read on growth
as always have a good week ahead 🫡
32/52
fairly quiet past week, relatively flat for the most part with me mainly adding to existing positions
added further to @stardotfun, @ripcarsio, @jurassicfi and @solanamobile here (thought the telegram removal from the app store was a decent catalyst)
a little bittersweet seeing the price action on stonkbrokers (@clutchmarkets) as we were v early to this but good to see people making money nonetheless
was the one instance where i didn’t size in enough as i was too lazy to bridge fml (shared prior to mint: nitter.gq/silphtrades/status/207…)
on the collectibles front i received a few more palworld boxes, picked up a few more 30th celebration etbs, and also grabbed a few union arena chainsaw man booster boxes (big fan)
also been good to see the push on dragon ball fusion world given the collectibles portfolio is heavily weighted here
plans / monitoring for this week:
> @jurassicfi - retraced quite a bit from the push to 2m~ off the back of the deaton announcement, as mentioned last week it looks like the team are targeting the 17th of august for the raise itself
expecting the activation to be further amplified by the solana team and oversubscribed, with $rawr reflecting this in pa
> @ripbeysio - an upcoming beyblade gacha platform, waiting for more information on this one
> the galleria - a follow up to the florentines collection by @cartyisme minting this week, expecting a quick sell out here, the florentines holders will receive first priority
> @shinylabs - a tcg collectibles platform i previously posted about, the team have just recently announced that their official token will be launching on solana, excited to hear further details on this one
worth noting that you can currently start earning airdrop rewards by using the platform
> @soundwavfun - a solana-based platform by @samsagewize which sells digital music packs, with the first soundwav music pack now live for minting
minted a few packs here as i’m a fan of novel concepts (use a burner as always)
there’s also a bunch of @futarddotio launches this week that i’m keeping an eye on:
> @ryvonetwork - building an open non-custodial payment network on solana for ai agents and machines, raise is currently live (150k at a 387k fdv)
> @trysuperpumped - a privacy-focused leverage layer for prediction markets (200k raise at 516k fdv)
> @mycorealms - a futarchy-governed agribusiness which will initially focus on mushrooms (70k at 181k fdv)
have also flagged some of the following apps via the @magicblock july recap:
> @imperialperps - a solana-based perps trading platform
> @getrektapp - building the “simplest trading experience” for perps, prediction markets, and live competitions
> @bakelandxyz - a multiplayer pixel rpg with pre-alpha now live on solanamobile
> @looftapay - a platform which allows individuals to send and receive payments much like messaging
that wraps up this week, looks like cpi on wednesday will be the main catalyst for the week ahead
we also got confirmation last week that the crypto clarity act will be pushed back to september, so we’ll have to wait until next month for any further news on this one
as always have a good week ahead frens 🫡






























