I have written off all the memes in my book except one-- I'm 80% in cash
D.O.G.E post-election was one of the clearest trades (800% in 7 days), it’s now down 80% from the highs, and 1 Elon tweet sent it 50% without anyone on the timeline picking it up (https://x.com/elonmusk/status/1870894953838109073), suggesting passive interest (which often leads to FOMO when the trade starts running)
Trump's inauguration is on the 20th
Narratives usually emerge 2 weeks before (Jan 6th)
GalaxyResearch predicted D.O.G.E would overtake $DOGE this year due to constant media attention (https://x.com/glxyresearch/status/1872696470224114068)
UNIPCS hasn't shilled D.O.G.E in a thread in a long time - while it's uncertain I believe this new information will compel him to ("BonkGuy was right" meme) - Kaito mindshare shows disinterest, it’s a pretty good proxy for positioning
A confirmed future event + known timeline + high probability of impact + market inattention creates outperformers
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