9-5 with family | Thesis maker | TG @simeoncrypto | Trusty the process
Valhalla, NY
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My thesis about $builder:
I've been focused on BNB chain ever since the $TST days. Been in CaptainBNB day 1 until the PVP days (more than an year). For those of you that know me, you know if I get into something, I push it relentlessly.
Builder has been on the #BNB ecosystem for at least 2 years. We can see the narrative on stickers, cupboards, bags, cups, etc. It's on every big event. It's on anniversary boxes. It's the ultimate normie-friendly narrative.
On the other side it's what the chain represents - build n build. It's the identity of every user. Builder does not mean only devs, it means building communities, relationships, art, lore, attention. It is THE MEME of the chain.
This is the third time BNB chain has a similar play - CaptainBNB, Bob and now... Builder. On the other side Binance had $PALU, $Bibi and now $flork. Every single one of the narratives went to 10-100M+.
CT always needs confirmation or waiting for someone big to start buying. Last time @theunipcs posted about $bibi at 5-7M.
This meme had a real community even at 20k. I see ETH maxis aping, SOL degens aping. This is SUPER RARE to happen on BSC. It is also super rare to have a meme 20 days to be sitting in the range of 300k-500k. That means that people actually see the potential and have the vision. Also @flapdotsh is absolutely dominating the space.
What happens when it finally break out of the sub 1M range and everyone starts softshilling? Read twice what I've said above. You will be trying to guess every CZ, Yi He post if they are talking about Builder or just a general chat.
October is the months of BNB chain. Buckle up. We keep building.
0x1b947CB610f3b39B3148b33e8eCEDeD2d7997777
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Why there are so many launchpads? Majority of them are AI slops with zero documents, or account / real people backing them up.
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In slows days like this - you understand which communities and narratives will actually make it on the #BNB eco.
Respect for all the builders
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Interesting AMA. Kudos to @uncommonryan @satoshisgf, even participated in the Kahoot lol.
Bring in some folks on stage for the next one.
Everyone should pay attention to the @BinanceWallet x @Aster_DEX
1PM UTC ⏳
CTA for all the builders 👷
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Simeon 👷 retweeted
Believe in @flapdotsh 🦋
Believe in #BNB
Keep building 👷
Made with AI
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Shoutout to the @TrustWallet. This probably won’t happen anywhere else lol. Fast reactions and providing assistance to the community.
Keep building 👷
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Yo @eth_cedric I was an OG BSC guy that can create CULTS. I am sure you are seeing the power of the builder community.
This is just the beginning. Glad I decided to finally join @flapdotsh.
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Once the builder @cz_binance comes back on CT, we will see the real BNB season.
I am pretty sure we will see him on the @BNBCHAIN events.
October is usually the best month for the eco 👷
Traveling, pushing crypto adoption, in back to back meetings. No interns managing my X account. So, manual tweets pauses. 🤣
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Honestly this tweet got back everyone to @BNBCHAIN last year.
It was an absolute cinema. Everyone lost hope on SOL and bridged BNB. Everyone after that is history.
You guys don’t understand what happens when @cz_binance gets actually active on CT.
Uptober for the builders 👷
TST got listed on Binance. A few thoughts:
1. CZ said “fundamentals”, then talks about a test coin turned meme coin.
I posted to clarify that TST was NOT endorsed by me/us. It was just a test token used in a video tutorial. But every clarification post just made it more viral for whatever reason. 😂
2. Is CZ shifting away from fundamentals? No. I am a builder. I always focus on fundamentals.
3. Is CZ “into” meme coins now? It depends on your definition of “into,” I haven’t bought a single meme coin so far.
4. Then, is CZ against meme coins? No. Not “into” something doesn’t mean I am against it. I am not into sports cars; I don’t collect art; I haven’t bought any NFTs; I also haven’t bought most altcoins (I hold BTC and BNB). But I am not against any of the above. And I think most of you’d agree, that I have worked hard and "gone to some lengths" to help many altcoins and the crypto industry in general. I adopt the same view towards meme coins.
5. Why did TST get listed on Binance? I don’t know for sure. I am entirely NOT involved in their listing process. Based on historical experience, people always complain, “Why do you list this but not the coin I hold?” You might not like to hear this, but the truth is: exchanges must compete to list popular coins (with trading volume) as early as possible. If your coin is actively sought after by traders, you don’t need to talk to exchanges. As I always say, work on your project, not the exchanges.
6. Why do people buy memes instead of utility tokens? I don’t know, but I will go on a limb and make a few speculations (pun intended).
6.1 During the last four years, a powerful regulatory agency sued almost anyone with any utility token, falsely claiming they are securities. So, people started to launch memes.
6.2 There are groups of traders known as speculators. Things with clear tangible value are harder to speculate on. They stay around the clear value. This is indeed a challenge for RWA. For example, a building whose value doesn’t fluctuate much may not have a lot of trading activity. Then, it won’t have much liquidity, and the order book becomes thin, then even less trading activity, a vicious cycle.
6.3 Memes are fun, etc. It’s a cultural thing. I am not an expert in this area. There are plenty of die-hard defenders of memes. Don’t go against the community.
7. Lastly, it’s clear there are lots of money ready to invest in the market. Lots of opportunities. You need to build things people want.
Happy building and happy memeing! And manage your risks. 🫡
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The majority of those SOL people haven’t been in a real BSC season yet.
Do you what happens when #BNB is above 1k? What about close to ATH?
What about when @cz_binance starts getting active?
What about when @BNBCHAIN starts getting active?
I am so excited. We keep building!
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