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miguel notes

@miguelnotes

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Post #40 615
miguel notes Cashtags could become a catalyst for a new narrative, hard to say yet what exactly it’ll look like https://x.com/nikitabier/status/2022592748952653969 Chart integration and trading inside X is a huge and positive update for trenches Still not fully clear…
https://x.com/nikitabier/status/2043893779552448735
X (formerly Twitter) Nikita Bier (@nikitabier) on X Crypto has had a rough year. Maybe we should launch something to fix it.
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Post #39 789
miguel notes $4m finally a good cook
I am fully out at $8m
Could go higher, but it’s enough for me

wanna cut my prev losses and take profit
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Post #38 795
miguel notes The idea is pretty complex, so if you really wanna understand it, you still need to read the article above But in short: this is a protocol with three tokens Arbitrage happens between two of them, the tax fees change every epoch, which generates SOL revenue…
$4m
finally a good cook
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Post #37 868
The idea is pretty complex, so if you really wanna understand it, you still need to read the article above

But in short: this is a protocol with three tokens
Arbitrage happens between two of them, the tax fees change every epoch, which generates SOL revenue, and most of that revenue is distributed to stakers of the third token - PROFIT

The project will keep working as long as there is volume. If volume starts to decline, it could follow the same path as SessionX on Base (if you remember that project, instead of dynamic fees, it had three pools opening at different times)

I decided to buy a small position because:
- Trenches are cooked rn, so unique ideas have a better chance to get attention
- Some smarts followed: MomoCrypto, Sam, Alpinestar
- $350k mcap

If I see a unique product — I buy it
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Post #35 793

Forwarded from Blizzard Collective

Bottom is not in yet imo, I am not trading but I am not out, I am just waiting patiently. I don’t see good R/R in trading these weeks. Meet you guys soon when we get a better floor.
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Post #34 748
Same thoughts
While I was away for 2 weeks, it feels like things actually got even worse
Not sure how much it still makes sense to stay active in the trenches rn

Jan and Feb were good for me, but March has been pretty negative
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Post #33 867
Heading to Southeast Asia tomorrow for a 2-week trip
will try to stay mostly offline and focus on anything except web3

Quick tldr on my main bags

$CODY — the theses I described earlier are still valid

$ATTN — the theses I described earlier are also still valid
The only major risk here is that the founder might not tweet detailed info in the next couple of days about the roadmap, product progress, infra, and new hires (https://www.attn.markets/jobs/founding-protocol-engineer, check compensation)
Right now attention around the project is completely dead, which is probably caused by a series of giveaway tweets, while followers were expecting explanations

$FDRY — I sold at $1.2m and decided to re-enter at $600k
The team continues working on the product. And most importantly, they’re doing quite a lot of work with vcs/users/companies from web2. This could become a strong case if they join Street, which seems quite likely
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Post #32 662
miguel notes 0x6a2F75B2483ee5fBb0b3362eF4F528080D707167
Fast cook, sold half
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Post #31 650
another experiment with fees on flaunch
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Post #30 649
0x6a2F75B2483ee5fBb0b3362eF4F528080D707167
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Post #29 685
aped

72FkeF1cpBMtbordhTVNVbBGdaN5DfHcchstHwPWpump

Looks so cute

https://x.com/pumpvilleworld/status/2017239586271838251?s=46&t=LL6Ju5gbM8Pnnk1QkGb7bg
X (formerly Twitter) Pumpville (@PumpvilleWorld) on X Pumpville is a social multiplayer pixel world on Solana. Explore, fish, gather resources, craft, trade, battle, collect avatars and pets, and more! In early access beta, actively evolving based on community feedback. Available on browser and mobile via Solana…
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Post #28 487
miguel notes Another experiment with creator fees, but this time for the pf eco on sol FVGdJQVzAdKr8ZH7ahyhp4cvDszX3N8QYGSdzueopump mcap $380k
https://x.com/miguelrare/status/2026825850906099893?s=20
X (formerly Twitter) miguelrare 🧙‍♂️ (@miguelrare) on X The first collateral-free credit layer on Sol at $400k @attndotmarkets built the first credit layer on top of tokens WITHOUT collateral, where borrowing capacity is determined by Creator Fees Lenders, in turn, get repaid automatically from those Creator…
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Post #27 424
Another experiment with creator fees, but this time for the pf eco on sol

FVGdJQVzAdKr8ZH7ahyhp4cvDszX3N8QYGSdzueopump
mcap $380k
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Post #25 375
Why is it that whenever I share tokens here, they dump
But when I share them with my two brothers from trenches in our tiny chat, they pump 😭
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Post #23 449
Robotics x OpenClaw x Tamagotchi
https://dexscreener.com/monad/0x9b9c7cdc6d06f4c3efe290e8a42e9e067d2a9427

The idea is very unique, every Tamagotchi is an AI agent you can talk to and take care of, and in return it can even control your room
If this were on sol, I think the mcap would already be at least $1m

But it’s on fucking Monad
The Monad team has already shown how they help trenches in their eco (check $MMO), this is just another chance for them
Nobody has made a product like this with a token yet

Spider and another KOL shilled this 4 days ago, but it looks like they’re out now, which is actually pretty good
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Post #22 394
miguel notes 0x896bf81f9c92c6ef6f9a49679c62e876b405bba3 aped Mostly because 3 of my fav degens are in That rarely happens Will check their tech later
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