gm.

Yet another World War 3 scare on an illiquid weekend that scares weak hands. Either nothing ever happens (100% hit rate so far) in which case you buy the dip, or we actually get into WW3 territory, in which case nothing we are doing will matter - pretty clear to me what the right course of action is.

On another note, I’ve had some harsh opinions on the STONK eco since I entered the PONS trade. It always felt like a beta catchup trade to me with no substance and was likely to die out at the first strong dip. That has been clearly invalidated and there seems to be an interesting ecosystem forming over there. Beating PUMP at the pvp and coming out stronger was a pivotal event that caught my interest.

Since then, I’ve been patiently waiting for a meme in that ecosystem that can grow organically and has genuine potential for 9figs+, and I believe $ALLINU is that meme. Saw it very early on but was still fixated on RH only plays as I believe it offers the best r/r, but the setup was too good and I shouldn’t have ignored. Was waiting for a dip and thanks to today’s scare dump I believe I got it, entered around ~14m.

In my opinion it perfectly embodies crypto degeneracy and has ran to 30m without any KOLs talking about it, all demand has been organic.

The coin has been around long enough to be able to run some good data analysis on it, so I’ll be sharing my findings soon, but this one feels like a good way to have exposure to the STONK eco.

enjoy your Sunday frens, next week will be an interesting one.