Still playing video games during a cycle like this?

You're not in the market, you're just watching it happen

Biggest alpha tbf, it just eats way more of your time than you think

$WORM 3x from my call

Most people still don’t have it. Attention is late

GM

Plenty to do on SOL this week

Filter slop, bid strength, and don’t donate to the first green candle

$STONK hit a new $320M ATH overnight

Old high is gone
Burn still eating supply, fees still hitting the token. 17% burned already

This is the bag doing the job
Clean 2x from the dip buy, almost 20x from initial buy

$STONK gave birth to the custom meta

Solana last week was launchpad spam
Some of the approaches are actually good. Most are shit

Chain had one machine for a year: SOL in, ticker out, farm, rotate
$STONK is what broke that:
- custom quote
- stock pair
- you are paid to hold

Then the copies showed up
Few decent ones are still running a model they didn’t invent, the rest are two-week casinos

RH volume was mid this week. $WORM still held

This bag doesn’t need $Pons on fire. It needs more agents on RH actually spending

That’s already the plan. Robinhood opened the app to agents, gave them their own accounts, and Vlad was already at 100k+ of those by July. More agents on RH is the product roadmap

https://x.com/vladtenev/status/2083311105888165900

More agents → more text they read → more signatures. $WORM sits in front of that spend. Scans on every new launch, payment check before the tx, burns from usage

3x from my call already. Next leg is inevitable

X just let people buy crypto from the timeline. BTC ripped to 86k the same day

Read $BTC, tap it, size. No new wallet. No second app

Best time to ship a buy button is when people are already staring at the number

Mass adoption starts when the buy button is already in the feed

GM

Solana is about to get faster

Alpenglow update starts Sep 28. Block time drops and the chain everyone is already trading on gets even faster

Venue speeds up while the crowd is already in

Stay in the bags. Perfect bull run setup

AnsemHack registration moved to Oct 1

Doesn't change $MADE. They already tokenized, 5090 is live and taking inference. Fees already went through SP3ND into hardware and Toly already posted the shop

Extra week is more time for late entries to show up empty. Field was thin when the window was the 20th. Still thin

Still sitting slightly above entry. $POD, the only real competitor, just pumped overnight and $MADE is due for the same repricing

Thesis unchanged

$MADE is number 1 shopify app on Solana btw

Every time people fade $STONK the holders get paid

Launchpad fees buy the token. Token burns. The people who sold to “rotate” buy it back higher

That’s the flywheel

Next fade pays the people who stayed

Ten $WORM vaults just went live on Saffron

https://x.com/Saffron/status/2102338594295947551

Up to 560% APR. Saffron is an established yield venue with TVL already on Robinhood Chain. You deposit the pair, the vault pays you for parking it

That’s bullish for $WORM bags. New place to park size, new reason to hold

GM

BTC sat on $86k. SOL is heavy on the week and still chopping

Greed is on. That is when people start spraying

Not many new conviction plays on the board right now

So I’m hunting degen. I’ll share what I like as always. Ape fast or miss it

$MADE still living under $1.5M

Jeets faded the last wick. Price sat back at $1.1M like nothing happened

That’s accumulation range. Break $1.5M and this stops looking cheap on purpose

BlackRock just published a paper on agents paying for data, compute, and services

https://x.com/BlackRock/status/2102409739175141458

$WORM sat on that exact lane. Check the inbound junk. Check the payment matches the quote before it signs

Machine-native economy is the phrase. This bag is the filter in front of the spend

$WORM is front-running the meta. When agents actually start paying for things, services like this are what every stack uses

Don’t average a loser because the last few candles went red

Don’t fade a winner because it already did 2x

Same thing on StonkFun new pairs. Fresh stock listings is usually 5–10 tickers. One, maybe two, survive

Don’t spray. Wait. Ask if the name is actually relevant and if the bid is real. If both, buy. If not, skip

Doesn’t apply to our $MADE and $WORM bags btw. Those aren’t losers. There’s just shinier stuff to park money in right now

They’ll have their wick when people rotate back to names with an actual product