Bitcoin shill. Macroeconomic star gazer. Irresponsibly Long in the Satoshi’s. #npub1cwgs87u7euu44g526we3852yd90gx89e8yl4t473mv26c7ftzldqgvp70g
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It has been replicated but all those projects orbit Bitcoin. As the growing mass that is Bitcoin adoption continues to increase in size, so does its gravitational pull. Eventually the mass is so large it collapses on it own weight. The remaining blackhole is impossible to escape.
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solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR is the only organic meme I've seen so far this cycle
By far the most similar to Fartcoin/WIF of last cycle imo
Both of those had 80% drawdowns from first pump too
Definitely painful down here
But just have to hold and wait for ZEC next leg
Bag stays on
ZCAT really the only coin that the fomo leaderboard cabal doesn't own that has done well
Lesson there I think
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Manifest Destiny, Man
A tribute to @americanhodl8 (lyrics from my Hermes agent reading transcripts of his interviews & talks.)
Astra + Opus 5.5 + Hermes + Suno + Higgsfield + Tesseract for editing + local model voice stack to make the singer have HODL's vocal characteristics.
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Ok not saying this because the lyrics are derived from my quotes, but because I genuinely feel this way.
Holy shit this song is a banger. I listened to it 3 times already.
Manifest Destiny, Man
A tribute to @americanhodl8 (lyrics from my Hermes agent reading transcripts of his interviews & talks.)
Astra + Opus 5.5 + Hermes + Suno + Higgsfield + Tesseract for editing + local model voice stack to make the singer have HODL's vocal characteristics.
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Sometimes the most bullish thing that can happen to a coin is for it to lose its consensus status as a winner
The pendulum has truly swung the other way for ZCAT
Now is when you want to pay attention
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For a change, some serious thoughts about solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR
I'll start by acknowledging the chart looks very bad here. But we need to remember that this is a memecoin, and if you review the charts of the 2024 meme runners, most had periods like this. Bottomline here is, memecoins are going to have erratic and at times downright depressing PA. This is not new or unique to zcat.
But I wouldn't blame anyone for thinking on a day like today 'why should I hold this anyway?
Maybe you're thinking it's over because mask, another coin paired with ZEC, has taken the lead in ZEC paired coins. I think this is silly. Number one, mask isn't a meme, it's a privacy focused protocol, and as such, the pairing with ZEC makes perfect sense. Second, zcash is a top 10 crypto currency with a mc of 22b. Why can there only be one pair for the coin that many are assuming will be one of the best performers this cycle? And further, if you are a ZEC bull, then shouldn't you welcome more ZEC pairs for a whole variety of reasons?
Maybe you think it's over because the meme just isn't as good as you thought it was. Here I would offer, that memes are a lot like NFTs, i.e. they look better and better as floor goes up, and start to look worse and worse when it goes down. The same is true for memes.
We're not fully there yet, but the bag is well on it's way to becoming iconic imagery for ZEC. It's a memetic comment on anonymity, it's simple enough that anyone can understand it, and it's infinitely memeable since you can place the bag on basically any character.
It will also forever be the icon of ZEC on Solana, as it was the first meme paired with ZEC that broke out and managed to capture CT mindshare in the same way as other big memes from the previous cycle did.
Lastly, it's a cat, and it has been prophesized that this is the cycle where cats outperform dogs. Combine that with all of the above, and it's hopefully clearer why this remains as one of the best bets out of the hundreds of memes launched recently to go to billions.
Bag stays on
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$APP is the best company at the lowest valuation of that entire bunch.
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If $APP does what analysts currently expect this year:
2026 EPS: $15.76 l Current price: $271
That puts AppLovin at roughly 17.3x 2026 earnings. 17x!
For a company analysts expect to grow EPS to:
2027: $20.10
2028: $25.37
2030: $29.78
At today’s price, that's roughly:
2026: 17.3x earnings
2027: 13.6x
2028: 10.8x
If AppLovin keeps executing anywhere close to these expectations, 17x is laughable, friends. This is exactly why I’m buying the fear.
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Blasted all my remaining dry powder into $APP at $266 today. Currently 16% of port. 🚀
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$HIMS Bulls only:
What do you expect of the remaining year 2026 in terms of the stock price?
$35?
$50?
$60?
All time high?
Let me know! 📈
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I’m buying.
$APP: $275/share (+12%)
Baffles me that it’s now trading at a 21x P/E, and a 15.6x Fed P/E. Now a 10.1% allocation.
Taking advantage of this dip.
LEAKED:
Citi's $600 PT research paper on $APP suggests that by 2028, the company could achieve:
- Revenue: $12.92B
- EPS: $27.67/share
- FCF: $8.74B
- Revenue: +30.5% annually
- EPS: +39.6% annually
- FCF: +30.6% annually
On store growth...
“This is the fastest weekly store growth since we began tracking the data. 3Q26 weekly store growth has been accelerating throughout the quarter and has averaged 2.7%, suggesting an average store count of ~11.8K for 3Q26.”
On Hong Kong store (Wells Fargo bear case)...
“The last time Hong Kong saw an acceleration in stores (between March to May), Store Leads suggested the growth was likely driven by a concentrated group of dropshippers. This time, we believe ~70% of Hong Kong’s growth is driven by true new customers following ShopX on Sept 17, where AppLovin was the Title Sponsor.”
Now, this next part is very important, because it establishes Citi's forward looking sentiment given the recent fear hitting the stock price:
“many investors believe the 3Q26 guide (of 7% to 8% sequential growth) may be too aggressive. We think this fear is misguided given:
1) 2Q often has the slowest growth of the year and...
2) 2Q26 did not benefit from an Axon model improvement (which was introduced in July 2026).
As such, we believe AppLovin is well positioned to meet or exceed its 3Q26 guidance.”
Finally, they dip into projections and multiple expansion:
“Longer-term, we expect eCommerce to eventually overtake gaming as the primary driver of the firm’s topline growth given:
1) eCommerce has a larger TAM relative to gaming,
2) attractive ROAS from existing e-commerce clients, and...
3) a potential acceleration in client onboarding (organically or through tuck-in M&A).”
Continued...
“Our target price on AppLovin is $600 per share. This is akin to ~29x 2027E price-to-FCF.”
$APP
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AS-IS
→ $BONER buy
→ $HIMS gets locked in the pair pool
→ part of the fees accumulates in the vault and sits there
TO-BE
→ $BONER buy
→ $HIMS gets locked in the pair pool
→ $HIMS accumulates in the vault
→ $HIMS is deployed as LP in the HIMS/USDG pool
→ trading fees from the main pool flow back to the vault
→ the same LP is compounded and grows
LONG and HARD + THICK money.
Literally Boner.
This is probably one of the most important upgrades we’ve had with LONG.
And one of the purest forms of the “liquidity moat” I keep mentioning.
Very simple breakdown:
Stock pairs on LONG hold 10–40% of the entire stock circulating supply and are the main reason some stocks on RH are liquid.
They can accumulate substantial liquidity and market fees in their vaults ($1m+ now).
They can now allocate these fees to LP positions in STOCK/USDG pools with no IL(impairment lose is huge problem I will break down later and explain how stock pair flows can solve)
This enables stock pairs to capture the entire routing layer around their stock, including the activity they drive themselves.
Accrue more LP fees back to the vault.
And own an even bigger share of the liquidity and upside from growth in RWA TVL and activity.
I’d take this a step further. I strongly believe that, with multiple iterations, this can be an endgame for tokenized stock LP.
I’d even argue that this is an ideal way for capital allocators to incentivize stock pairs, add liquidity to STOCK/USDG pools, and align with the biggest stock pairs by routing a portion of LP fees back to them.
working to roll this out to more pairs as we speak. It’s permissionless, but requires some manual configuration we can’t automate.
LONG.
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Piper Sandler says “remain cautious” on $APP into Q3 as conversion nears ~1.4% and inventory costs rise.
That makes Q3 earnings huge after AI model gains slowed in Q2 and $U lawsuit showed how aggressively AppLovin is protecting its auction data moat.
I really think even a “good enough” print could start changing the narrative.
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$APP now down more than 60% in 2026 😳
$APP largest long-term opportunity remains consumer advertising where spending ended the quarter 28% above Q4 2025 even though advertisers typically scale new channels slowly.
That strength makes the nearly 20% selloff look excessive but the market is now repricing how consistent growth can be when model improvements arrive unevenly.
AppLovin now needs to prove Q2 was only a temporary research timing issue while consumer advertising continues expanding beyond mobile gaming.
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