Ninety Log

Social trading will make onchain mainstream, and make random traders in your Telegram group famous. Next time everyone says crypto is dead, remember you're close to the bottom. Since my first post, when everyone declared crypto was going to zero, we've seen a huge onchain activity spike with FOMO. What changed? Solana proposals going through. Robinhood taking onchain seriously. Uniswap, Jupiter and Pump Fun fighting hard for their stake. Less Hyperliquid, prediction markets everywhere. Feels like a major onchain bottom. But the most impactful thing of all is social trading taking over by storm, and the massive retail onboarding FOMO is driving within youth culture. Social trading is the biggest catalyst onchain will see for a while, and the largest long term retail onboarding event of all time. It's the perfect blend of finance and social media. I strongly believe the numbers explode over the next 12 months, and with them an explosion in individual traders and fnfs. FOMO won't be the only competitor. But these spikes in volume and users are what's coming for onchain, and it was always meant to be a social game. Just like any MMO, the social part is usually the most significant. We don't know which platform people actually use a year from now. There may be several competing, like FB, IG, TikTok and X now. But I do know social trading is the next big thing. Fnfs and high level social trading groups are the next esports organizations. Individual traders are the next stars. Games emulated life to keep us motivated. Now we play life as a game, and the currency is money. Nothing is more dopamine driven than that. And nothing is cooler than making infinite money out of thin air, without having to make a product or a brand or even get off your phone. Like Fortnite making Clix and Peterbot stars, except now the metric of this new game that's becoming popular is actually a metric that men respect and women desire. Everyone knows the gamer joke of trying to pull a girl with your rank in the game, but what if your rank in the game was actually real money? Young men will be finally be able to play a social dopamine-driven game but also stay ahead in life, build a personal brand and pool a resource that secures their families future, wife quality and freedom from modern slavery. This time it's directly instead of indirectly through content or tournament winnings. In this game, when you win everyone knows and your payment is direct. Pure hard cash. The greatest game in the world will soon be the biggest. Every micro niche becomes mainstream eventually.

About time. The proposals for Solana deflation are going up for vote today. Bullish for Solana, sitting at $73 today.

Solana and the TCG narrative for 2026-2028. TCGs are the hottest physical collectibles on Earth, and the numbers are massive. The global TCG market is worth ~$50 billion dollars in 2026. With transacting volumes exceeding $100 billion. Over 100 million…

First thing outside of the Solana ecosystem is something that seems obvious to me. And should be obvious to us all. Which is $TON who have now officially rebranded to $GRAM I personally invested in names, NFTs, gifts and the token. I am still trying to accumulate what I can for cheap in terms of $GRAM and will buy any dip I see. Why am I bullish? Simple. 1) cult user base (every crypto trader ever) 2) insane real revenue 3) any sort of airdrop to reward telegram users would send it hype mode 4) founders passion project But for the 5th main reason: Durov wasn’t happy with the token reaching aths and ending off at a lower price than the starting price of the foundations beginnings. So he came in and fired the entire foundation and for the first time ever said he is taking over the tokens leadership. When a billionaire chad who created telegram fires the entire foundation, rebrands the token and the chart is fresh + at super a cheap price: Buy buy buy buy buy. Additionally there is a stock and fund out there that is only buying up as much as it can of the token, big giga tradfi type whales who are heavily invested. Telegram is akin to my Solana thesis in many ways, and TON itself was very weirdly done but now that there is a new change and fresh narrative I see the trade playing out really well on a long term horizon. Even if you just have a 6-12 month outlook, same as SOL. Look out for Durov announcements in the next week or two, things should slowly get spicy for Telegram and the new $GRAM token. Current Price: $GRAM $1.70

Vibe shift

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Solana looks great 😜

Ninety Log pinned «My belief is that SOL is close to bottomed. Here's the setup. by Ninety All you hear is crypto is dead. Stock market ATH, Crypto ATL. Constant doomerism. Solana is the best L1 to exist in crypto history yet. In terms of speed, cost and user experience it…»

SOL looks great.

If you like perp dex meta and not memes but still want to be allocated to Solana I think Jito $JTO is the pick for you. In my original thesis above I mentioned it at $0.68 it's currently sitting around $0.83. Still only up 20% since I mentioned it but it seems to be a strong overperformer compared to the other eco systems. And in an uptrend. Why do I like JTO? » perp dex like hyper liquid, major meta » 80% of all revenue generated by the JTX platform will go to buying back the token » 75% locked til late this year » well established and proven team with $ » did one of the biggest airdrops in solana history with their token » ATH was ~10x from here » it is outperforming almost all the other SOL ecosystem tokens » year+ accumulation and bleed into break out » if they can actually accomplish what they set out to do they could break their previous ATHs hard So if the perp dex can compete with Hyperliquid but on Solana it's really essentially the same formula but early and checks my 3/3 list. A lot of whether it sends is based on how good the actual platform is, keep that in mind. Learn more here: Jito's Article

$19M revenue on Solana this week, mogging every chain and back to life right after my first posts about it. Ansem’s memecoin touching 90-100M within 24h (probably goes much higher btw). Pumpfun surpassing Hyperliquid in revenue again. When every retard you know is saying short and every top buyer bottom sells thats when the bottom is around. And if we take a dip or two lower I’ll be happy about it as it gives me more time and better entries on this great trade. People will give 1000 likes to a retarded kid in his first cycle being bearish at the bottom but will laugh at you for telling people to buy. This is exactly why there are few winners in the market and many losers. When people have lost all hope that gives me all the more confidence. All the sol ecosystem plays I mentioned in my original thesis are pumping now as well. Stack up.

Stacking sol.

Even Sam Altman loves SOL.

Looks good so far, but once BTC eventually bottoms things will look much better. Try to view these things on year long timeframes. Buy across a couple months and average in to what you like. The fool tries to get rich quick, when you can just do it slow. Unironically all you have to do is buy low and sell high. I like buying SOL $40-$80 and can see it breaking/reaching it's previous ATH of $293 in the future.

Solana and the TCG narrative for 2026-2028. TCGs are the hottest physical collectibles on Earth, and the numbers are massive. The global TCG market is worth ~$50 billion dollars in 2026. With transacting volumes exceeding $100 billion. Over 100 million unique users and investors. Growing 10% year over year as a whole. Not even a few percent of that is onchain yet. On-chain TCG gacha volume hit $230 million in May 2026. Solana processed $146 million of that. 63.7% chain dominance. January 2025, the entire sector was at $10.4 million. Read that again, January last year the entire sector was $10.4M. As of today, onchain TCG gacha ONLY volume hit $230M in 30 days. 22x growth in 16 months. If something grows 22x in 16 months, what do you think the next 16 months look like for it? Why do I understand TCGs x Crypto? I am not a crypto TCG larp who talks about Pokemon cards because they are hot. I have been heavily invested and collecting sealed pokemon / one piece since 2022, and have outperformed crypto/equities with this investment. I also understand Solana onchain intimately as it's been my life for the last few years. Why TCGs on Solana? The thesis. Memes are cool. Perp dexes are cool. But true collectibles, collectibles people want and love for reasons outside of money are one of the coolest things that people don't truly understand. My original thesis in 2022 was as everything goes digital, people will not want digital collectibles but rather they will want something physical. And this has rung true with the death of NFTs and the rise of RWA. You know how when money is online it doesn't feel real? There's something different when the "NFT" you have is an actual object with real world value that some normie cares enough about. Something more than hype. An actual magic box. Something you could give to a kid for free and he'd be ECSTATIC. This really hit me when I first opened some of my sealed boxes and I realized the magic that was in it. It was like memecoins but better. Every hit was a surge of dopamine that had nothing to do with the PnL but just hitting a physical item that looked great and had beautiful nostalgia attached. That's when I realized I needed to keep all my boxes sealed and invest in this deflationary magic. TCGs are literally the physical manifestation of memecoins and NFTs. What these digital assets have tried to replicate stems from the exact same structures. Pokemon is the largest media franchise in the entire world. They are multi generational. Pokemon's revenue went from $750M a year in 2021 to $3.3B as of last year. People don't want NFTs that some guy built a culture around in a year, they want real world tokenized assets of the stuff they've loved for 25+ years without it being a "crypto thing". The infrastructure gap I see for Solana. Over $2.6 billion USD was spent on TCG on eBay alone in 2025. This year will be much bigger. To be clear on my thesis with TCGs and Solana, this is not a CARDS shill (even though it likely goes much higher) and I think that gachas are a cheap way to go with the beauty of what's possible with TCGs and crypto. My interest is not in gachas or recreating the magic of pack ripping with better odds, as that is pretty much glorified CS GO cases. Ripping packs is akin to pumpfun trenching. Basically gambling. But TCGs are much more than just gambling and praying for a better slab, there is an entire ecosystem where people's lives revolve around this industry day in and day out. Just like crypto, but it's being done in an oldschool way to this day. There are outdated GIANTS running the TCG industry. PSA takes an INSANE amount of fees and charges people extra based on card values, inside corruption. Want to sell on eBay? Boom -15%. Just like the old way of trading on CEXs or trading stocks is slowly going out of style via Hyperliquid. That opportunity is there for this whole other market. What I see is the potential in the whole new eBays of the world operating onchain specifically when it comes to tokenized collectibles. Or when you have the first onchain card conventions where you can literally just buy from vendors who set up with tokenized assets for the day instead of a stall in some random country you don't have time to fly to. I don't think there'd be anything cooler than me being able to swap my entire portfolio with other people via Phantom/Jup vs. the current process that exists which is literally printing out my Collectr portfolio list and hoping some vendor buys out my collection at a 15% discount. Or slowly selling everything through eBay with 15% loss to fees and 100s of hours of work. This is all about infrastructure, not NFTs and Gachas or crypto culture being apart of TCG culture. So why now? Collector Crypt has already done $1B in revenue. That is the first billion of $100B+ coming to crypto onchain volume based around TCGs. Are you telling me there is literally ONE Solana project doing most of this? What happens when someone who grew up in both worlds and has the ability to understand them creates the eBay of onchain TCG? One Piece is here. Naruto will release within a year. League of Legends just released their TCG. Gacha is great but you still don't have anything around sealed boxes, real pairs to trade, an eBay like marketplace that's p2p and permissionless. Magic: The Gathering hit a record ~$1.72 billion in revenue in 2025. One Piece TCG generates an estimated $500M+ per year and is growing 50%+ annually. Riftbound (League of Legends TCG) developed by Riot Games launched in English-speaking markets in October 2025. Naruto TCG debuts at Gen Con 2026 in July with a full global launch planned for 2027. Naruto video games alone have grossed an estimated $9 billion in total revenue, including over $6.7 billion from mobile. Gacha Sports just launched on Solana as the first sports-exclusive pack platform. MLB, NBA, NFL cards all live. They did $200,000 in week one with fewer than 100 users. Think Gamestop. Think Fanatics. Think Bandai. What Solana has captured is almost entirely Pokémon gacha. The broader TCG market is far larger and largely untouched. Platforms like Collector Crypt proved the model works. Physical card tokenizations, gacha mechanics, instant buyback liquidity. Revenue will soar as we get past that. What happens when you can actually exchange those RWA backed assets p2p and not have to pay a 10% buyback fee? What happens when instead of just Pokemon there is an entire genre of TCGs flooding the market and an entire economy such as OpenSea with different collections to be offered? Solana has a lot of narratives but I would say TCG is the most overlooked. Projects like Trove that scammed, could genuinely exist. And that's why they had so much demand. It's more than just onchain guys coming up with brilliant ideas, it's the guys who come from the real TCG world who can come onchain. I am very bullish on TCGs (to this day I have not sold a single one of my sealed boxes and will continue to buy out new releases at retail price for things like Naruto and Riftbound) and I know that the only place that TCGs can exist onchain is Solana. I hope that one day when I do sell I can do so seamlessly onchain and not spend 100+ hours doing it manually the old way. We've got room to grow and improve. Just another reason why I like SOL here. The infrastructure doesn't fully exist yet but the signs are there and that's where the opportunity lies.

buying all dips

If you agree with the thesis, don't just assume you're going to perfectly catch the bottom. It's pretty impossible, but buying on the lows after crypto crashing for an entire 8 months while the stock market has ripped is amazing if you believe in the vision. You might see prices lower in 2 weeks, but if you look back in a couple months you'll be glad you averaged in slowly when things do shift.

Bought more SOL spot @ $65