Posting my opinions on different topics primarily crypto.
Not Financial Advice - DYOR
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Maverick retweeted
Venice = Equity + Token
LayerZero = Equity + Token
Uniswap = Equity + Token
XRP = Equity (Ripple) + Token
Chainlink = Token only
The Chainlink team is 100% aligned with the LINK token, and nothing but the token.
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Maverick retweeted
"We support bag-working communities" is a great PR line.
Unfortunately, we judge you by your actions, not your words.
You're giving KOLs millions for "calling" 2k toppers, who immediately after rug their copy traders and flex their PnL to lure more people in.
Meanwhile, actual trenchers making 200x calls on your platform get dust.
Your app is just an avenue to buy out voices of influence in the industry.
And these KOLs only exist to lure more people into your meat-smashing rape machine.
You're actively encouraging constant rotation from one "trending" thing to the next, while using your own capital to dictate which coins will be the winners.
Your business model relies on two things:
1. New launches
2. High volume
Both are directly incentivized by constant churn.
A wise man once said, "Show me the incentive, and I'll show you the outcome."
Cut the shit.
it isn't quite as binary as you’ve outlined, and I firmly believe that platforms *should* be pushing for more runners and higher ceilings. the notion that more rotations = more revenue is short-sighted.
there are a ton of coins which aren't short-term attention vessels that have survived the bear market and are positioning themselves and their communities for an explosive bull run.
pump got to where it has because traders could reliably find the best opportunities to succeed, regardless of their trading style.
however, if the chain that keeps this ecosystem breathing - success stories - breaks, then the premise that made pump so successful is no longer true.
for those who believe we recently fell short on this: our biggest goal moving forward is reversing this sentiment.
focusing on expanding the market, bringing in new participants, and rewarding existing communities.
much to come. Q4 begins next week.
Sent from my Pumpfun App
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Maverick retweeted
If a coin dips but holder count goes up, ya know it’s going much higher over time.
cets-on-gold:native
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Go back a couple of years and the FUD Zcash were getting was insane. The Bitcoin maxis and TA analysts would just post a chart for any rebuttal.
I've always said TA is pretty useless, especially as your only indicator. I prefer narratives and fundamentals.
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Zashi wallet changed the game. Privacy before Zashi was pretty much non existent with Zcash.
I had that feeling at the time. I should have stuck with my conviction. Anyway I bought enough $Cyph at the lows to make up for it.
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Stonk has burned more of their supply in 7 weeks than Pump has in 140 weeks.
Last cycle near the beginning we saw Wif go $ 350m->$ 4.5B in about 5 weeks. Not only are a lot of the OG Wif guys in stonk, but Wif had no revenue or fundamentals backing its valuation.
People underestimate how quickly things can get vertical, especially with increased revenue + bitcoin turning the corner. You’ve done the hard part, you’ve found the trade. Now you simply have to sit on your hands.
Dream bigger.
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Maverick retweeted
my god
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx has officially burned more % of their token supply in 7 weeks of existing (16.9%), than solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn has in 140 weeks of existing (16.76%).
and it has no VCs that will unlock and dump on you.
BILLIONS
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$Stonk is just strong asf. Any little dip gets eaten so quick. The revenue and buybacks are simply too strong for its current market cap.
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Maverick retweeted
The only logical reason for STONK to be 300m mc with $1m buybacks daily, is the market believing it will be zero soon.
I’m taking the other side of that bet all day.
Rasmr explains why he's taking the other side on STONK being priced like a fad
"I think the way STONK is being priced right now is like it's literally a fad that won't exist in a month. And I'm just down to take the other side of that, at least for now. Obviously always be selling, obviously I should be trimming, but the belief that it's just not going to be a thing in a month, that's kind of how it's being priced."
"To put it in perspective, Artificial Inu went higher than STONK. Artificial Inu went higher."
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Leading Stonk meme pairs are probably the best plays to buy at this stage in the cycle imo, after a big pull back. Stonk has proven it's self in the last few weeks that it won't be going anywhere.
$ZCAT
$FEELSGOOD
$KNOTS
$RAYCAT
$NEARKAT
$CYPHERCAT
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It's funny how you see more stuff like this when majors and onchain are dumping. If you want to sell, sell parabolic green candles and buy red on your conviction plays.
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Maverick retweeted
let us assume, for all intents and purposes, that wif is “dead” according to standards of the average degenerate
it is still worth $230M, and still doing $100M in 24h volume (as of today)
now, imagine $ZCAT following a similar path; volume, rewards, etc.
the cat’s in the bag
A lot of people seem to have forgotten that we sent a dog to $5b because it had a hat
Start dreaming bigger
Anything is possible in this market.
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$Cyph looks good here.
Let’s talk @cypherpunk Zcash mining economics:
We’re sitting at a cool ~$1000/MWh 😎
🧵 ⬇️
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I originally bought solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx at a 32M market cap because it had solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR which was a runner at 90M. There was a clear opportunity to me there.
Now STONK is at 250M while solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR is at 90M.
And ironically, zcash:native is impulsively pumping towards new highs. When majors consolidate, if you've been here long enough you would know liquidity tends to trickle down.
solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR is the only meme for Zcash that has reached escape velocity. It has endured redistribution for the past week while solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx ripped to new highs.
I think it plays a bit of catch-up in the upcoming days.
With that volume, STONK will have more revenue to send itself and the ecosystem upwards. Then we run it back again.
STONK (and its ecosystem) is very likely the trade of the cycle. ZEC is also very likely going to play a major role.
The stars look aligned. But if I'm wrong, then just like your favourite KOL, I will delete this post.
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Maverick retweeted
On August 14, 2026 $CYPH was $0.66.
Now it’s ~$4.11 after hours.
For due diligence, check out their official website Cypherpunk.com (filings etc.)
And cyphzec.com and zecstats.com for rich set of metrics.
1. CYPH holds 326,000 $ZEC coins
2. World’s largest miner of ZEC (1 in 5 coins).
3. Has stake in @zodl_app
4. Plans vertical integration of mining
5. Has an attractive colorectal cancer drug inherited from the company CYPH took over (Leap Therapeutics). The drug, called Sirexatamab, that has FDA support for final Phase 3 trials. Potential blockbuster.
6. Zero debt
7. Impressive advisory team: Zooko, Josh Swihart and others
8. Vision to be the lynchpin in the privacy tech space through acquisition, collaboration or in-house build of a constellation of privacy tech companies. For example, CYPH recently financed Ledger’s support for Zcash (ZEC).
9. Winklevoss have put millions and started CYPH only in November 2025. Can you believe this company is not even a year old and is becoming gold already? Speaks to the Winklevoss foresight.
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Maverick retweeted
It's barely 7am UTC and $STONK revenue is over $400k.
As people rush to buy back discounted coins artificially pushed lower due to yesterday's co-ordinated FUD campaign, fee's will push revenue to crazy new highs.
We dedicate today's pump to the PUMP cabal themselves 🙏
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