- Author’s strongest convictions are cash-generating or value-accruing tokens: CARDS despite monthly unlocks, POD with 100% revenue buybacks, and ZRO’s tokenization thesis.
- RH-linked bets such as KNTQ, PONS, BUN and UNI depend on renewed activity; Elysium, new launches or stronger usage are key conditions.
- Good businesses do not guarantee good tokens: SANC needs buybacks, SURPLUS needs passive buy pressure, and CRED lacks enough upside for its opportunity cost.
- The author remains selective, waiting on adoption or cleaner tokenomics for names including PRL, AI, ORBIO, PRIORS and several launchpads.
Investment pitches
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67 72 - Author expects no pure meme to exceed $1B market cap this cycle: launchpad proliferation fragments liquidity and gives new tokens repeated chances to siphon attention; they cite a 90% chance of a competing “vamp.”
- Above a certain size, pure memes lack an outside bid: degens have bought, funds cannot underwrite fundamentals, and capital is divided across many alternatives.
- The author favors tokens with innovation plus value accrual—usage-linked burns, revenue-funded buybacks, or growing reserves. RWA memes could bridge attention and utility, but the stance is to take profits earlier on pure-meme runners.