Forwarded from Unipcs Journal (bonk guy)
it's been a few days since i posted my thesis explaining that i am starting to turn bullish on the Solana ecosystem
i.e. after seeing their leaders make cultural changes that i think will benefit the ecosystem long term
as a result, i bought my first Solana ecosystem token in a long time today
my next big bet is on $EMBER and its ecosystem
i first saw this around $3m market cap yesterday and faded
then i saw it pumping again and took a closer look and decided to topblast for a few reasons:
1. this is one of the most fundamentally superior launchpads in the space, both for pure token launches and meme/stock pairs
2. this is literally a Meteora launchpad, so as far as backing and resources goes it has everything to succeed
3. $PONS ($960m FDV ATH) and $STONK ($330m FDV ATH) have shown what is possible here, and i think EMBER is crazy undervalued where it is right now
this easily goes to $100m+ IMO
we'll see
tbh i started buying around $7m and kept blasting until around $11m
then i waited for a dip to buy more and it wouldn't come, so i decided to just topblast and ride it
i look at my $PONS trade every once in a while and realized i could have bought 2x the supply i own at $9.1m when i increased my stake and didn't
that mistake still hunts me to this day
i'm not making the same mistake again
i.e. after seeing their leaders make cultural changes that i think will benefit the ecosystem long term
as a result, i bought my first Solana ecosystem token in a long time today
my next big bet is on $EMBER and its ecosystem
i first saw this around $3m market cap yesterday and faded
then i saw it pumping again and took a closer look and decided to topblast for a few reasons:
1. this is one of the most fundamentally superior launchpads in the space, both for pure token launches and meme/stock pairs
2. this is literally a Meteora launchpad, so as far as backing and resources goes it has everything to succeed
3. $PONS ($960m FDV ATH) and $STONK ($330m FDV ATH) have shown what is possible here, and i think EMBER is crazy undervalued where it is right now
this easily goes to $100m+ IMO
we'll see
tbh i started buying around $7m and kept blasting until around $11m
then i waited for a dip to buy more and it wouldn't come, so i decided to just topblast and ride it
i look at my $PONS trade every once in a while and realized i could have bought 2x the supply i own at $9.1m when i increased my stake and didn't
that mistake still hunts me to this day
i'm not making the same mistake again
👍1
Unipcs Journal (bonk guy)
it's been a few days since i posted my thesis explaining that i am starting to turn bullish on the Solana ecosystem i.e. after seeing their leaders make cultural changes that i think will benefit the ecosystem long term as a result, i bought my first Solana…
$EMBER
$MET
어째 봉펀 시즌2 처럼 느껴지네
$MET
어째 봉펀 시즌2 처럼 느껴지네
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로빈후드 체인 덕분에
퍼포먼스 측면에서 안중에도 없던 유니스왑이
다시 온체인 투기의 중심으로 복귀했다.
밈코인이랑 토큰화 주식 거래량이 몰리면서
$UNI 소각도 늘고, 지금 UNI 가격 프리미엄을 이게 떠받치고 있는 구조.
관건은 다음 웨이브인데, 단순 밈코인을 넘어서 v4 훅 기반의 새로운 자산이나 온체인 주식 같은 걸로 판이 넓어질 때 유니스왑이 이 거래량을 일시적 유행이 아니라 꾸준한 볼륨으로 바꿔낼 수 있느냐가 핵심.
물론 펌펀($PUMP) 이 같은 체인으로 들어올 수도 있고
에어로($AERO) 가 EVM 전반에서 LP를 뺏어갈 수도 있어서,
유니스왑이 이 자리를 지켜낼 수 있느냐가
결국 프리미엄 유지의 조건.
tl;dr
베이스의 성장을 에어로가 한몸에 받았듯,
로빈후드의 성장은 유니스왑이 앞으로도 꿀꺽할 수 있을까?
https://x.com/Kunallegendd/status/2098449376444301618?s=20
퍼포먼스 측면에서 안중에도 없던 유니스왑이
다시 온체인 투기의 중심으로 복귀했다.
밈코인이랑 토큰화 주식 거래량이 몰리면서
$UNI 소각도 늘고, 지금 UNI 가격 프리미엄을 이게 떠받치고 있는 구조.
관건은 다음 웨이브인데, 단순 밈코인을 넘어서 v4 훅 기반의 새로운 자산이나 온체인 주식 같은 걸로 판이 넓어질 때 유니스왑이 이 거래량을 일시적 유행이 아니라 꾸준한 볼륨으로 바꿔낼 수 있느냐가 핵심.
물론 펌펀($PUMP) 이 같은 체인으로 들어올 수도 있고
에어로($AERO) 가 EVM 전반에서 LP를 뺏어갈 수도 있어서,
유니스왑이 이 자리를 지켜낼 수 있느냐가
결국 프리미엄 유지의 조건.
tl;dr
베이스의 성장을 에어로가 한몸에 받았듯,
로빈후드의 성장은 유니스왑이 앞으로도 꿀꺽할 수 있을까?
https://x.com/Kunallegendd/status/2098449376444301618?s=20
X (formerly Twitter)
Kunal Doshi (@Kunallegendd) on X
The UNIverse Expands
❤1👍1