Ansem reveals the two things Solana needs to return to peak 2024 onchain mania “A lot of what drove the Solana memecoin supercycle was SOL getting re-rated from $15 to nearly $200, alongside airdrops from protocols like Jito and Jupiter.” “There was new money coming from retail, other chains and different areas. That capital, combined with price appreciation, drove Solana’s onchain activity in 2024.” “To repeat that, Solana either needs another major price appreciation cycle potentially driven by new TradFi buyers or a way to bring a huge number of new users onchain.” “Pumpfun and the surrounding memecoin apps brought many new people onto Solana. Another breakout application in a different sector could drive the next wave.”

Rasmr uses the Dividend Hounds memecoin to explain how catalyst-based trading works “A good example of a catalyst-based token was Dividend Hounds. The thesis was simple: Vlad kept calling Robinhood investors ‘dividend hounds,’ so we waited for him to mention it.” “Sure enough, Vlad tweeted it and the coin spiked. But my whole community was holding it, and I convinced myself not to sell on them.” “I should have sold because the catalyst I was waiting for had happened. Instead, I round-tripped almost everything.” “Robinhood later posted Dividend Hounds and gave me another spike. This time, I sold some and took profits. I learned from my mistake.” “I still hold some Hound, and I’m waiting for the next mention so I can sell more. Apparently, this is the game now.”

Rasmr shares the trading advice that taught him how to stop round-tripping winning memecoin trades “One of the best pieces of trading advice I ever received from a top trader was to stop trading the price and start trading the catalyst.” “Anybody can buy a token and watch it go up. The hard part is knowing when to take your money out.” “You can be up 3X, 5X or even 10X, but if you don’t sell, you’ll eventually round-trip everything.” “When I buy a coin, I want to know what I’m waiting for a listing, a launch or an announcement. I need a reason for being in the trade.” “When the thing you’re waiting for happens, you need to sell. If it already happened, why would you keep holding?”

Rasmr reveals the three rules he follows before entering any memecoin trade “There are basically three rules I follow when trading catalysts.” “Rule one: Before I buy, I need to know exactly what catalyst I’m expecting. If I can’t explain the entire trade in one sentence, I probably shouldn’t be in it.” “Rule two: Size the position according to the catalyst’s likelihood and potential upside and small enough that you can actually sell. Oversizing makes you impatient and can force you out early.” “Rule three, and the most important: When the catalyst happens, sell. Don’t turn a winning trade into a losing one by waiting for something even bigger.” “If someone is going to sell into the catalyst, it might as well be you.”

Threadguy says Trump did to politics what memecoins did to crypto “In a lot of ways, I appreciate Trump turning this whole show into a Saturday Night Live episode. The whole thing feels like an Onion script.” “It reminds me of what the 2024 memecoin cycle did to crypto. In 2021, everyone publicly debated tech and blockspace while insiders got hilariously rich selling on everyone.” “Eventually, people said, ‘Instead of trading worthless things wrapped up as valuable, let’s trade worthless things wrapped up as worthless.’” “Did that make crypto better or worse? I don’t know but it got rid of the blinders.”

Threadguy says Goyard bags now have the same problem as Mutant Ape PFPs everyone assumes they’re fake “New York street vendors have an infinite supply of fake designer products especially Louis Vuitton and Goyard.” “Goyard has been copied so aggressively that when I see someone carrying one, I immediately assume it’s fake instead of thinking it looks good.” “The same thing happened with Mutant Ape PFPs. Scamming accounts used them so frequently that people began associating the entire collection with scammers even when real ones cost $100,000.” “It’s the same problem as synthetic diamonds: do authentic products become more valuable, or does everyone simply assume they’re all fake? I think people just assume they’re fake.”

Kyro says parents passing Pokémon nostalgia to their children will keep the franchise culturally dominant “I don’t think Pokémon will lose cultural relevance. Parents who grew up with it are now playing Pokémon cards with their children.” “I haven’t bought any yet, but I’m bullish on Roblox hats. Younger players grew up wanting the coolest digital items, just like previous generations wanted rare Pokémon cards.” “As people become wealthy, they buy the collectibles they always wanted. One rich buyer can change an entire market and send prices up 2X or 3X.” “Pokémon is the biggest IP of our time, and I think its collectible market still has significantly more room to grow.” “Never over-leverage yourself to buy cardboard but it’s a market worth watching.”

Kyro calls vintage Pokémon the BTC of Pokémon after a Zapdos jumped from $20K to $160K in 2.5 weeks “Random vintage cards that were worth $3,000 six months ago are now selling for $100,000.” “I bought a Legendary Collection Zapdos for $20,000 two and a half weeks ago, and one just sold at auction for $160,000.” “Modern Pokémon is a completely different market. Those cards are heavily printed, and prices are stagnant or even declining.” “The real gains are in scarce vintage cards. There are only 123 PSA 10 Charizards, and assets with that kind of limited supply have performed extremely well.”

Flood says a spacious New York home has more aura than a private jet “Space is extremely limited in New York. When people enter a large home, they immediately think, ‘This guy has motion.’” “They don’t know what a driver or private-jet flight costs, and they don’t really care. But they understand a beautiful home with a lot of space.” “There’s nothing cooler than hosting good friends at your house. You control the music, invite the people you actually like and stay somewhere familiar.” “Going to clubs is overrated when you already have a great place. I rarely go out unless it’s a house party hosted by a friend.”

Waddles says Murad’s cult thesis is becoming real on STONK “People talk about the permanent underclass, and Murad has said cults will be the future.” “Those cults are now forming on STONK and you’re getting paid to participate in them.” “It’s what NEET represents: not working, joining the cult, working for it and getting paid.” “The future of crypto will be getting paid for holding and bagworking.”