Shitcoins and Gems by Viktor

The whale unstaker is also supposed to get $11M worth of $HYPE unlocked in a few minutes: https://hypurrscan.io/address/0x9abe126127818c6440db88cf32a222e47193e0b0#staking

This wallet is twapping out of his large $HYPE long, sold $8M and still has $8M to go https://hypurrscan.io/address/0xe7ec7fbf4f195fc8e57d814e15c3a2857cb632a3#perps

One of the wallets from the Tornado funded cluster that recently unstaked $HYPE has started selling (He unstaked like $20M) https://hypurrscan.io/address/0x39a3bbe71987f32e115dc807c1138b9a84f32795#spot

BUIDL is finally taking off

Dev.fun is a place where you can build mini-apps with AI and immediately attach a pumpfun token to it. There is no official coin for devfun but $buidl looks like the unofficial proxy for it. The team keeps shipping and this app could have potential, while the market cap of buidl is very low 3HfLqhtF5hR5dyBXh6BMtRaTm9qzStvEGuMa8Gx6pump

$KEKEC finding support at the $10M previous resistance Great entry and great r/r

$OMEGA looks great here I just love the esthetics of that coin so much ⧫⧫⧫⧫⧫ Ω ⧫⧫⧫⧫⧫

$HMTR is a legit ‘tech project’ (ie not a memecoin) on Solana that has a team consistently working on it, but its market cap is extremely low and its mindshare on CT is very low too. I discovered it randomly but think it’s undervalued on a fundamental basis compared to a lot of the crap that trades 10x to 100x higher. HMTR CA : 7JhmUcZrrfhyt5nTSu3AfsrUq2L9992a7AhwdSDxdoL2 There is also a microcap memecoin that I mentioned in this channel a few messages above and that is now close to dead (<100k) because the socials have been abandoned abruptly. But I think the meme is good and anyone could CTO it, which could easily push it 10x. Zombie play but I like these because at some point there are basically no sellers left and you are buying a dead rock that still has a decent r/r.

Smaller ones : $FROGE - $8M $BCAT - $6M $SWAG - $5M $QUBY - $2.5M

ETH memes I like : $PEPE - $7.8bn mcap $MOG - $870M $SPX - $830M $HPOS - $185M $DOG - $50M $LMEOW - $33M $JOE - $30M $KEKEC - $10M

$OMEGA below $10M mcap again, ready for 0 or 20x Same for $E/ACC

$SWAG is now at $1M mcap, it’s the kind of plays I like. Someone wrote a thesis today : https://x.com/theNFTDads/status/1861776383162089908

I posted this on Twitter yesterday I don’t really like to buy 1 week old memecoins but of all the AI coins, $E/ACC might be the one I like the most. $OMEGA is cool too.

$MIMANY is now up 20x from the bottom, and spent around a month printing a bottom below $400K mcap, that’s what I meant by ‘asymmetric play’. A similar coin was $swag on Solana, it went up 30x from its bottom, it was unique, socials still alive, cult potential and way more elaborate than most memecoins, flat-ish chart at the bottom. (I did not mention swag it in this channel, but it is just another example of a similar play)

Diamond handing these ended up being greatly rewarded

$MIMANY stabilizing at $300k mcap was great r/r, it’s now close to $1M. Any memecoin that is several months old, is down a lot but not dead, has flat-ish chart, is a decent meme, and could have some form of cult, does have a very asymmetric risk profile. $KOHLER is in this category too, you can see that it has found a floor and the upside is waay larger than the downside. I took some profits on $SPX because this literally 25x’d in a month but I am still holding a sizable position. $JOE is almost 10x smaller than SPX while they have had similar size for months, good r/r for some catch-up. Another interesting ETH meme is $QUBY, good meme, popular in China (-> China narrative), cute character that everybody knows, it 10x’d in a month but is still low ($2.5M mcap) given its potential imo. Bonk guy is the largest holder and he probably ignited the pump because he bought, so that’s up to you to gauge whether it’s bullish or bearish.

$SPX has been lifted by Murad shilling it. Good for my bag, I won’t complain Now SPX is much larger than $JOE but I like them both.

I still like all of these (besides MEWING which unfortunately soft rugged) $MUMU $RETARDIO $CHUD $SIGMA $MIMANY performance has been horrendous, but given the fact that it’s not entirely dead and stands at tiny mcap, I am okay with the r/r as an asymmetric play / lottery ticket. In a similar category and mcap range, I also like $KOHLER a lot.

I still like $CHUD right now, it’s at $10M MC. I like charts that don’t look like they had a blow off top and will just trend down only. You can get burned extremely fast in the ‘Solana trenches’ these days so I focus on memecoins that have an history and are not printing lower lows, so that you know that they should not go to zero. $MUMU and $RETARDIO remain great candidates too, on Solana. I did not get in the $GIGA train, which I regret, and right now it’s too large for me to find an attractive r/r there. $SIGMA is probably the most logical beta to GIGA, and its market cap is $10M now. A more degenerate one that has the same kind of energy, but should be treated as pure lottery ticket (95% chance it goes to 0 without pumping) is $MEWING. In the cult category, with a Milady/Retardio energy, there is $MIMANY below $2M mcap, which is a sort of Milady derivative.

I like $CHUD. It did not have a proper breakout after weeks of consolidating in the $4M-$10M MC range. It might have another period of ranging right now but at $12M mcap, I think the r/r is good with a target at $50M-$100M mc. It’s possible that this pump gets retraced even more than right now, but very slowly. I like the slow consolidations because you don’t suffer a large drawdown and they often end up with a large breakout (see MUMU and RETARDIO charts for reference)