Threadguy says $STONK holder rewards only make sense on garbage shitters, not $NVDA pairs: "You might as well just give me a dollar" “You only want holder rewards of coins that multiply fast, like aggressively multiply. You actually want holder rewards of garbage shitters that can go up really high” “You don’t really want Nvidia stocks, because it doesn’t move. It doesn’t move to the percentage that you would for the amount that you’re getting”

Ansem says Tulip King is wrong that $ETH and $SOL will rerate lower: "They've never been valued on how much revenue they're making" Rasmr: “Did you see Tulip King talking about the majors that aren’t money rerating lower? So SOL, ETH. I don’t agree, what do you think about that?” Ansem: “I see why he’s saying that. Part of the reason I had the ETH versus SOL thesis last cycle was I think ETH is a way less performant L1 than Solana, and it makes a ton of sense for Solana to catch up in relative value. But the reason I think he’s wrong on the ETH and SOL going down thesis is they are not valued on how much revenue they’re making. They’ve never been valued on how much revenue they’re making” Ansem: “The people buying ETH and SOL are buying these L1s because they think they’re money, which is the same reason people are buying Zcash. And they think crypto is going to grow so much over the next decade that you wanna own the L1s where all this activity is gonna happen”

Rasmr says there's gonna be a day Unipcs is down $5M and not number one on the FOMO leaderboard, and $STONK is the next meta: "The market PvPs these coins until it finds a consensus" “I was pretty much losing my mind late night one day looking at the FOMO leaderboard. Unipcs was on top of the world and I couldn’t get this thought out of my mind: there’s gonna be a day where Unipcs is down $5 million and he’s not number one on the FOMO leaderboard anymore. If there’s gonna be a new Unipcs, there’s gonna be a new person with motion that got rich and everybody’s gonna be tailing them” “I was staring at Point Farm Cap and Solstice rising up and I was like, I think it’s gonna be this. So much of the onchain trenching happens on the margins in these low caps. If a pump.fun ticker launches paired with HIMS, but also a Stonk one launches paired with HIMS, which one’s gonna win? The market PvPs these coins until it finds a consensus and then the winning one gets all the volume” “If Point Farm Cap is number one on the FOMO leaderboard and he’s helping Stonk edge out these PvPs, it’s gonna be a slingshot where Stonk gets a massive share of volume. You saw this with Bonk and Pump, where one day randomly Bonk had all the volume”

Ansem says people claiming Solana has no response to Robinhood are "pretty slow" and $STONK is the reason: "They're partnering with Raydium and Backpack" “People who were saying that Solana is not gonna have a response to Robinhood are pretty slow. Solana has dominated onchain activity for a few years now” “Stonk has been able to capitalize on the tokenized stocks meta and the memecoins meta. An underappreciated reason why Stonk has been doing so well is that they have buying from a lot of the core DeFi protocols on Solana. It’s not just this new launchpad, they’re partnering with Raydium and Backpack”

Banks says solana:Ai66LHZG9MCzg1WKdawwqduVAXpNDUuV8M3uyq5ppump is the only coin with a real community: "is it not just like the the $WIF, $Bonk of this cycle" Banks: “I wanted to port everything in solana:Ai66LHZG9MCzg1WKdawwqduVAXpNDUuV8M3uyq5ppump at 25 mil, bro” Banks: “The only reason why it’s not between 2 and 300 mil right now are those two crazy drawdowns” Rasmr: “The biggest problem with solana:Ai66LHZG9MCzg1WKdawwqduVAXpNDUuV8M3uyq5ppump is that it’s at 88 mil and I didn’t get in at like fucking 5 mil”

Kyro explains how Pokemon card vendors are making 5 to six figures a week: “People are buying Pokemon cards like fire” Threadguy: “Can you break down how these vendors are making 5 to six figures a week? That’s crazy.” Kyro: “At a card show in Hong Kong, there was a card show that had like 35,000 people show up.” Kyro: “There’s also the guys who like sell to gacha sites. Those people are also making a lot of money.”

Threadguy says anyone who claims AI automated their life is lying: “I guarantee you it hasn’t, I know it hasn’t” “This thing is at best a really incredible Google search and a glorified email aggregator automator” “I have automated my life with AI. I look down on you, really. I look down on you because no, it hasn’t.”

Threadguy says a Goyard bag now reads as fake, compares it to Bored Apes at $500,000: “Are diamonds now more valuable or do you just assume they’re all fake” “If I see somebody with a goyard bag I automatically think to myself, why are you wearing a fake bag, not oh that thing is fresh” “It feels similar to when Bored Apes were $500,000 and every scamming AI automated Twitter account that was trying to phish you was wearing a Mutant Ape PFP”