Grail eco is one of my favorite convictions rn because it feels so uncrowded despite the fact that it’s a very fresh innovation on top of the current stock pairing meta + extremely bullish backing Good thesis down there
$JENSEN (gJENSEN): the AI era will have its collectibles someone paid $57,450 for a GPU signed by Jensen Huang at RR Auction in August, including the buyer’s premium. tweaktown.com/news/113213/je… that is where the gJENSEN thesis starts for me. i think the AI era will produce a much bigger collector culture than people expect. some of the people investing in this technology will also want to collect its history. a Jensen-signed GPU is a pretty straightforward expression of that interest. Grail.xyz describes gJENSEN as a fungible token backed by Jensen-signed GPUs, on Robinhood Chain and paired with NVDA. the auction does not establish the value of Grail’s inventory or justify any token valuation. but it demonstrates that interest in this kind of collectible exists outside crypto. the opportunity is making that interest easier to act on. most people interested in a signed GPU are never going to bid tens of thousands of dollars for one. Grail’s proposition is participation from as little as $1, with markets available around the clock. that potentially opens the category to a very different audience. someone might never become a serious collectibles collector but still find a small position in a Jensen one compelling. 1confirmation’s involvement makes this considerably more interesting. this LP-letter excerpt describes Grail as a company they are incubating. their portfolio includes early investments in OpenSea, Polymarket and dYdX. that is relevant experience for a business trying to turn an existing interest into a market people actually use. nitter.net/NTmoney/status/2068380… it does not guarantee another success. but it gives me a stronger reason to take the platform seriously than a token with nothing behind it beyond a launch announcement. the early update quoted in the letter also reported 9,000+ users, $11.5 million+ in cumulative volume and $165,000+ in revenue. then there is the NVDA pairing, which i like because the connection is immediately understandable. someone already interested in NVIDIA does not need a complicated explanation for why Jensen collectibles might appeal to them. i think grail can become a meta of its own, and gJENSEN is one of the names i'd expect people to keep coming back to. if gSPEED (the top one) or another launch does well and brings fresh money in, people are going to look through the rest of the ecosystem. that is where i like gJENSEN. someone looking for another grail play finds a name they already know, signed GPUs and an NVDA pair. it takes about ten seconds to understand why people would trade it. we've seen how quickly traders work through the same metas on a new chain. my bet is that collectibles get their turn here, especially when they connect directly to the stocks people are already trading. and each new collection gives grail another chance to reach a different audience. some people might come for a streamer, others for sports, others for Jensen. if even a portion stick around and explore the other tokens, the earlier collections get more chances to find buyers. gJENSEN gives me several reasons to pay attention to the same coin: AI, NVDA, signed GPUs and grail itself. that's the upside i'm interested in: grail getting much bigger, with gJENSEN becoming one of the first tickers people look at when they discover it.
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Interesting Hello
Hello…. Took a position in @AdellRobinhood - Dell CEO seems to have liked one of their tweets On @longdotxyz we have have had: HIMS CEO with BONER PLTR CEO with MONITOR now DELL CEO with ADELL Would make it the 3rd CEO to like a LONG coins stock paired memecoin All did decent numbers, yesterday we had Zuckerberg with Agrippa & musebook Perhaps things are changing in the stock worlds view on crypto with tokenization moving onchain Saw @travisbickle0x tweet a screenshot of the like yesterday Asked for screen recording and got this back Added to my longfolio 0x05d73a652529f0b1a6dd2b89de26b449ec9f1e18
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If anyone in my followers is into LP, I’d recommend giving this a try. I’m personally not but platform is a pleasure to use apparently
LPing on Meteora and Uniswap at once means five tabs and three wallets. Tidepool puts all your positions in one place. Solana, Base, Robinhood Chain and Arc. Copy the best LPs in one tap. Or share yours and earn 2% of what your copiers claim. Live now: tidepool.ag
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Franz retweeted
I was asleep at the wheel, but it seems alot of others were as well Co-founder of palantir followed monitor? and mutuals are interacting with the main account consistently? Are the trenches not familiar w palantir? Lowkey very underrated from a memetics standpoint as well Blasted on this retrace bc I see it as a easy nine fig coin monitoring
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Becoming obviously clear that one of those 3 is quite undervalued compared to the others Just monitoring the situation…
There have now been 3 notable interactions around Longxyz memecoins and tokenized stocks involving a Palantir co-founder/ the CEOs of Hims / AMC PLTR: $455 billion HIMS: $7.1 billion AMC: $2.65 billion $MONITOR / $PLTR ($5M mcap): Palantir co-founder Joe Lonsdale QT’d the memecoin and followed the account $BONER / $HIMS ($50M mcap): Hims CEO followed the memecoin and commented $MEME / $AMC ($36M mcap): AMC CEO put out 2 long posts about RH tokenized stocks. Vlad interacted with and followed $MEME Seems pretty significant It will soon be clear that Long/Robinhood will dominate the tokenized stock meta At or very close to the bottom on $AI / the Long ecosystem. Plenty of ways to position yourself
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$hotdog to $1.50
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Franz retweeted
the founder of a $1.8T company followed a memecoin account today. the co-founder of a $500B company followed a memecoin account today. you truly don't understand how silly things are going to get. buckle up, buttercup.
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Current thoughts on the $stonk eco Im not bearish, but I think the ecosystem would benefit from a slower release of new assets to pair with. Its starting to feel a lot more rotational and PvP than before I still own a few nice bags that I like (butthole, leverhedge, levercat and wifout mainly), but most of my exposure is now on RH. Sentiment been relatively low and good dips across the boards. Think R/R is now quite better there than on sol.
Replying to @bp__ @J_Dood_
Yeah ofc the main token has been a winner of this until now , but in my opinion it won’t do another 5x If the eco is mostly a rotation game between 7 to low 8 figs toppers max. At some point there’s just gonna be some exhaustion and ceilings gonna get lower and lower => less fees and the flywheel breaks I think we’d need to see one huge runner like Zcat going to few hundred mills or either multiple high 7 figs runners in order to bring stonk to the next level But let’s see, time will tell
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Goal: being called the @pointfarmcap of the @GrailCo ecosystem ⏳
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People sleeping on this $gElon which was already backed by a collectible signed by Elon himself, is now a spcx pair 200k market cap for one of the most unique narratives out there at the moment. Only a matter of time before the whole ecosystem reprices imo
Few things cooking: - We are migrating gELON liquidity from a Uni v3 USDC pool to a Uni v4 SPCXc pool on Base. Founder RWAs paired with stock coins 🚀 - gJENSEN launch packs. Our first NFTs on green chain 👀
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Franz retweeted
hotdog paired with Costco - original content - 2.3 million likes on tiktok - $costco dividends straight to holders - survived multiple 80-90% dips - strong community - infinite memeability - price of a hotdog has been $1.50 at Costco since 1985 @hotdog_150
Volume on $PONS is starting to increase again... Over $55K revenue generated in the last hour, good sign that attention is slowly coming back to RH. Looks like $PONS revenue has bottomed and starting to trend higher.
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$HOTDOG is currently mispriced. And market inefficiencies usually don't last long. Here are some of the reasons why I think it'll soon trade above 10M and, after surviving 3 70-90% dips, the entire 1-10M range will be a thing of the past: Supply seems to be in the right hands, a combination of delusional believers, bagworkers and whales. While PONS + the entire ecosystem corrected heavily, vibes only improved, bagworkers doing the thing, everyone enjoying the content and the coin as opposed to complaining about price + obvious signs of accumulation from whales. Tiktoks are consistently reaching hundreds of thousands of likes, there are a total of 0 coins that can currently compete with HOTDOG socials. The meme is, by definition a multi-cycle, evergreen meme. $1.5 Above 10M, there's really not much competition. A bit higher than that and closest comps are much higher. When CT loves it, normies love it, the meme does not depend on 1 single person, it's easy to understand, leverages the new cycle tech, and it's a dog, why wouldn't it go to 9-10 figs? That's what I am asking myself. Feeling the tingle once more. Comfy adding this to my longterm conviction bag. Will see you much higher
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$hotdog paired with Costco on RH is currently the best meme onchain, with the best art, and the best community Change my mind 1.50
hotdog jump
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I know there’s a new launchpad fatigue but this new one on rh is quite fresh and cool Enables you to pair coins with tokenized luxury goods ( you don’t have a claim on an actual physical asset though) Their first coin for example is $wen paired with a tokenized Lamborghini => wen lambo? Lots of new memetics possible, still really early, token of the launchpad $EMRL is at 150k
Drop Pair suggestions in replies! So far we have Rolex, Lambo & Hermes Birkin + Private jet coming soon! We can add 5 more within the next 24 hours!
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I am buying some robinhood cryptocurrencies that are paired with tokenized lambos and Rolexes , which I’m getting airdropped into my wallet Incredible tek $wen $flex
A Rolex and A Lamborghini. Now onchain. ROLEX and LAMBO have been issued for the first time ever, as tradable units on Uniswap v4 with backing that deepens every time they trade. The launchpad is open now. Launch against four pairs: ROLEX, LAMBO, ETH, USDG, choose 0.01-5% creator fees , and choose whether you want to earn it or redirect it to holders as rewards (immutable) in the paired token! $EMRL goes live later today. 3 new Pairs planned for the next 24 hours (feel free to drop suggestions for the pairs you would like to see, in replies!) -> emeraldfi.fun/app -> docs: emeraldfi.fun/docs
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