Freddie
@0x_Freddie
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angel/ solana eco fund. thesis-driven research (esp memes). nfa.
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Pinned Tweet
We've only ever known dogs, never cats
Let me explain my tagline for the memecoin supercycle
The single most asymmetric opportunity this cycle is buying the winning cat coin with size
In the US, 37M households own cats (vs 64M dogs)
In Asia, cat ownership is even more
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$WIF at $2B and $POPCAT at $1B is earlier than you think
Here's your reminder that "large" market cap memes still make explosive upside moves:
$SHIB in the 2021 cycle did a 10x in 2 weeks moving from $4B to $40B in market cap
Reality is that market capitalisation itself is a
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$WIF and $POPCAT have the same unit economics which just makes the playbook much clearer
$WIF broke the psychological $1B mark in March and went over 4x
$POPCAT broke the $1B mark in September and is currently following the exact same playbook
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Attention all beautiful people of the Solana
#NFT
community 📣
Given that most of my content for the forseable future will be focused on SOL NFTs, I’m changing my Bored Ape Mutant PFP 🦍
I’m currently only considering
@DegenApeAcademy
🦍 and
@thugbirdz
🐦
Help me decide! 👀
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My long-term hold blue-chip meme portfolio has always been:
$WIF
$PEPE
$POPCAT
This basket has outperformed 99% of memefolio's this year and it's not even close
For the first time since Jan 2024, I'm making a change. I've decided to swap out my $PEPE for $FWOG
A few reasons
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Possibly the single best thing I’ve done in my almost 8 years in crypto:
Subscribing to the highest tier of the best crypto research services/ platforms
Spent over $15k in total over the last 12 months but made that back 100-fold through the incremental improvements in my
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@lepuppeteerfou
I support it
He wants everyone to make it. Shares most of his calls. Being main character in crypto is tough - he's handled it better than most imo
Feel he's aligned with puppet philosophy
Suggest a puppet holding his cat (hobbes)
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Here are some reasons why $WIF and $POPCAT pump harder than $BTC:
1. We are in a meme cycle
2. $WIF is the leader of the dog meme category
3. $POPCAT is the leader of the cat meme category
Thank you for your attention to this matter
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What you are seeing now is vertical accumulation of $POPCAT BY Binance before spot listing
After spot listing you will see vertical accumulation of $POPCAT ON Binance
The best time for YOU to vertically accumulate $POPCAT is now
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We've only ever known dogs, never cats
$POPCAT remains my largest cat bet, but that doesn't mean I don't hold higher beta plays as well
Expected this breakout to happen earlier, but there are more tailwinds for meme round 2 heading into September
$MICHI will benefit as the
As much as I talk about the no.1 cat which is undoubtedly $popcat
Many will ask what's the no.2 cat. Now, while I always recommend just buying the winner...
I do think there could be space for one more cat in this meme cycle
$michi
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One cat I haven't mentioned, as I've been mostly focussing on solana
Is $keycat on base
The most memetic cat on base
Should be its no.1 cat based on lore, community, content, etc.
Currently breaking out of its accumulation zone
This follows a similar path to $popcat
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We've only ever known dogs, never cats: Part II
Since sharing my original cat meme coin thesis:
1. Cat meme category has increased over 3X
2. $POPCAT hit $1B
3. New cat coins have done 20X+ multiples
The market continues to re-price cats as equal peers to dogs
Here's how you
We've only ever known dogs, never cats
Let me explain my tagline for the memecoin supercycle
The single most asymmetric opportunity this cycle is buying the winning cat coin with size
In the US, 37M households own cats (vs 64M dogs)
In Asia, cat ownership is even more
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Guys, wow… something frikken incredible happened with one of my recent
#NFT
purchases. Kinda brings tears in my eyes just thinking about it 😓
So on Friday I wake up, jump onto
@Pixeldogesnft
discord and notice someone looking to sell their Space Suit doge for 0.65 ETH
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As much as I talk about the no.1 cat which is undoubtedly $popcat
Many will ask what's the no.2 cat. Now, while I always recommend just buying the winner...
I do think there could be space for one more cat in this meme cycle
$michi
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Next leg up on $POPCAT within next 48 hours
Source: my ballsack. no seriously, I’ve been so plugged into cat meme pa for almost 9 months straight now. these cat charts speak to me now
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We've only ever known dogs, never cats
Remember, there is no compelling reason why dog memes should trade at a 15x premium over cat memes
Now that $1b is done and dusted. Here's some perspective into my Q4 target
$popcat
We've only ever known dogs, never cats
Supercycle cat with new ATH
Next leg kicking in now
$popcat
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$popcat holding the no.1 cat spot for the past few weeks is telling
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We've only ever known dogs, never cats
$popcat goes to $1 before it goes to $4
1. Bybit spot listing with massive volume
2. Pending sol run from sol/ eth mispricing
3. Leading, organic community-driven cat coin & it pops
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We've only ever known dogs, never cats
$POPCAT up over 3x off its lows, likely to reclaim $1B market cap within the next few weeks
Plan and my 2-part thesis remains unchanged 👇
We've only ever known dogs, never cats: Part II
Since sharing my original cat meme coin thesis:
1. Cat meme category has increased over 3X
2. $POPCAT hit $1B
3. New cat coins have done 20X+ multiples
The market continues to re-price cats as equal peers to dogs
Here's how you
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$WIF and $POPCAT pump harder than $BTC because:
1. We are in a meme cycle
2. $WIF is the leader of the dog meme category
3. $POPCAT is the leader of the cat meme category
This will continue to be the case for the rest of the cycle
Thank you for your attention to this matter
Here are some reasons why $WIF and $POPCAT pump harder than $BTC:
1. We are in a meme cycle
2. $WIF is the leader of the dog meme category
3. $POPCAT is the leader of the cat meme category
Thank you for your attention to this matter
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We've only ever known dogs, never cats
Supercycle cat with new ATH
Next leg kicking in now
$popcat
We've only ever known dogs, never cats
Supercycle cat still following its pre-ordained path
$popcat
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My $popcat thesis breakdown getting ~30k views says a lot about the popcat community & also a little about what resonates with everyone right now
1. Full cycle hold allocation/ alpha
2. Detailed breakdown of the thesis
3. Not another ta larp doomposting/ airdrop moaner
So in
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Some $SOL NFT pickups over the past 24 hours:
- Some floor
@FamousFoxFed
- Some floor
@SolSoulsNFT
, and a few crowns
- A few
@TheSlowPatrol
, both floor and some royal crowns
-
@InfinityLabsNFT
- only got one of these for now, might pick up more soon
- Some
@SolanaSurfers
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No. of FTX active users: >1mil
No. of Socks in supply: 500
No. of Sock Holders willing to sell: <130
Oh boy, here we go 🧦
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7/
@TheKakrots
I wish you and your family everything of the best man. Stay safe and keep on hustling 🙏🏼
Also, I’m naming this Doge “Odin the Space Doge” in your honor. He’s going to the moon man.
#WAGMI
💛🚀
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@Pentosh1
Bro your NFT tweets alone have made me over $20k in realized profit (unrealized much more). Thank YOU!
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Playing out
Friendly reminder that we've only ever known dogs, never cats
And in our memecoin supercycle, this is it. This is the cat. The supercycle cat.
$popcat
We've only ever known dogs, never cats
$popcat goes to $1 before it goes to $4
1. Bybit spot listing with massive volume
2. Pending sol run from sol/ eth mispricing
3. Leading, organic community-driven cat coin & it pops
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This is now the second time Elon has mentioned/ engaged with $WIF
First was on a gaming stream earlier this year
$WIF remains the ultimate play of the 2024/5 cycle that will continue attracting outsized attention & mindshare
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Memes now putting out high production grade content
Love the $popcat touch here in $stan ‘s latest vid
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𝗖𝗔𝗧.𝗗 𝗧𝗛𝗢𝗨𝗚𝗛𝗧𝗦
1. Dog meme total market cap is ~$36B and represents 𝟭.𝟱𝟴% 𝗼𝗳 𝘁𝗼𝘁𝗮𝗹 𝗰𝗿𝘆𝗽𝘁𝗼 𝗺𝗮𝗿𝗸𝗲𝘁 𝗰𝗮𝗽
2. Cat meme total market cap is ~$3.8B and represents 𝟬.𝟭𝟯% 𝗼𝗳 𝘁𝗼𝘁𝗮𝗹 𝗰𝗿𝘆𝗽𝘁𝗼 𝗺𝗮𝗿𝗸𝗲𝘁 𝗰𝗮𝗽
Dogs are currently valued at
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$POPCAT
$POPCAT under $0.65 and rejected yesterday.
Looks destined for significantly lower.
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Dam this Iggy party was something else. $MOTHER knows how to throw a party
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We've only ever known dogs, never cats
Supercycle cat still following its pre-ordained path
$popcat
Playing out
Friendly reminder that we've only ever known dogs, never cats
And in our memecoin supercycle, this is it. This is the cat. The supercycle cat.
$popcat
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As a professional crypto allocator, it would be irresponsible not to hold:
1. at least one RSIC miner
2. a decent bag of rune coin
🧵 By now, you've probably seen that the team behind
@rune_coin
made a bold claim yesterday:
"Now let’s talk about the bull case: our thesis is that Runecoin could become the second most valuable cryptocurrency after Bitcoin."
Let’s dive deep into the RSIC ecosystem, its
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6/ His farm got hit by a storm in July and he lost everything and he’s been on the edge ever since. But this sale gets him and his family through the next 6 months. I respect this guy’s hustle so much. He’s now going to rebuild his farm and also continue his NFT hustle.
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Let's try this again.
MY FIRST NFT GIVEAWAY. Over the next 10 days I'll be posting my
@GANder_art
upgrades and will be giving one of these beauties away to a follower.
To qualify:
1. Like/ comment/ share these posts
2. Follow me
Some teasers here (these are my g0s)
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So my cat meme thesis has blown up WAY beyond my expectations
Since sharing this:
- cat category MC increased over 3x
- $popcat hit $1b, $mog likely next
- smaller cats have done higher multiples
Despite this growth, dog memes are still trading at a >15x premium to cats
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Another Monke taken out of circulation forever by
@monkeymt10
, one of the founders of
@SolanaMBS
. The founders didn’t mint any Monkes - they have to buy in just like the rest of us - in this case at a $325,000 price tag💰 Respect 👏🏼
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5/ He managed to get the funds to list the Doge and I bought it. He was so overjoyed that I had to hear his story. Turns out he’s a farmer from the Philippines, sold his cow to get his first NFT. He won this specific Doge with a giveaway last month…
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8/ Getting lots of comments about $ETH gas. Paying $50-$150 gas to buy/sell your NFT is crazy. And for some it’s the difference between GMI and NGMI. I think the single most important thing for
@xanderatallah
at
@opensea
to focus on right now is getting transactions onto L2.
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Oh wow… when high quality memes like this start to come out you can’t help but believe
@SocksOnSolana
is going to do a
@EtherRock
. $SOL
#NFTs
Meme Entry for SolSocks meme contest. have to link on twitter due to file size.
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@Nefarious12
Of course
What I’m trying to do is challenge this idea that it’s “too late to allocate” once a meme crosses a certain MC threshold
In a way, it significantly de-risks the bet while still offering plenty of upside (i.e. much better R/R)
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$WIF and $POPCAT are simple, universal, lindy memes:
- $WIF is the dog category leader
- $POPCAT is the cat category leader
We are currently in a meme cycle
Dogs and cats are the two most popular pets globally
Both will trade above $20B this cycle
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Loading up more $LCX here. Shout out to
@tehMoonwalkeR
for putting this gem on my radar a few weeks back. Expecting it to fly past ATH in the next month or so.
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@free_electron0
Did a test yesterday to get a better sense of the community
My $popcat posts hitting 36k+ views
My $michi post yesterday <1k views
Where’s the community at!?
As much as I talk about the no.1 cat which is undoubtedly $popcat
Many will ask what's the no.2 cat. Now, while I always recommend just buying the winner...
I do think there could be space for one more cat in this meme cycle
$michi
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We've only ever known dogs, never cats
Excited to introduce my latest model which tracks cat memecoin dominance:
CAT.D
Chart will track the top cat memes (representing 80%+ of cat coin marketcap) as a % of total crypto market cap
Cats at 0.12% of CMC and chart is up only
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A little retracement and now $KSM is back at work. Still early days for this project and expect it to outperform during this upcoming alt season. Shout out to
@Crypto_Bitlord
for putting this one on my radar a few weeks ago.
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Up until now we've only known dogs, never cats
$popcat has climbed the wall of worry & is back on track
Over the past week we got:
1. Bot attacks on holder count
2. Fud raids in everyone's comments
3. Mid curve soft fud takes from influenzas
Is that the best you can do?
Up until now we've only known dogs, never cats
$popcat continues to climb the wall of worry, shaking off multiple fud attacks thrown at it
If doge was worth $90B at its peak, then what is the no.1 cat worth?
Believe in something
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3/ As you can see, he seemed REALLY happy about this. Telling me that it’s going to set him and his family up for at least 6 months. At this point, I thought this dude was trolling me… why did this sale mean so much to him? Btw, this is the Space Suit Pixel Doge… looks rare
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Best advice I can give you:
- Log off this app
- Take up a hobby (rucking, new lang, etc)
- Come back in October
I’ve never been more bullish than I am right now, at this very moment
Over a longer time frame, we know what happens next
If you somehow have dry powder and
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4/ Before he could list, he needed to organize a loan to cover the gas. He also told me his wife was so overjoyed she was now crying her eyes out. By now, I realized that this dude might be legit. He needed a loan for gas, and selling this Doge was huge for his family
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To put this into context, $BONK probably dropped millions of $ as a headline sponsor - fashion shows, swag giveaways, giant blowup air statues, etc. but $SCF got more attention purely from
@YaboyB_Hux
hustling and a $100 priest costume
I actually got my brothtism an hour after
Giving brothtisms in the club is crazy work… but someone’s gotta gotta do it
$scf
🚬🐓🐟
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2/ A space suit had sold for 0.7 ETH less than 24 hours ago so I initially thought this guy was just being a typical paper hand. I reached out to him to say he should list it for 0.8 ETH and I’ll pick it up as soon as it lists.
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$wif about to remind everyone of its March $0.4 to $4 parabolic move
enjoy round 2
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@DegenApeAcademy
@thugbirdz
LOL, this account is so on point... in character every time. I mean this is totally something the Ape Academy headmaster would say, right??😂Utterly degenerate, like the dude is supposed to run an academy but instead rocks up to work half-drunk, causes mayhem, offends everyone😂
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Gave you a clean 30x from the lows
CTO coming which means $ZUCK is only getting started
Study the aspirational story arc
The nerd at school that now fucks perfect 10s
You will see these images across your feed for months
A viral meme in the making
Mark Fuckerberg
Memes are starting to come in. Just the beginning
Everyone gets the aspirational story arc. Previous version of myself vs. me today
Or something undesirable vs. something desirable
Has all the makings of a viral meme
Mark Fuckerberg
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We've only ever known dogs, never cats
So one of the most important things I'm studying this cycle is cats
Memetics, on chain data, sentiment, lore, community, etc.
I've added $uzzy to the catfolio
The cat that's been everywhere on earth and is now on its way to the moon
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The way the
@SocksOnSolana
team is executing and innovating right now reminds me of
@BoredApeYC
's early hustle. SolSocks are busy building a brand, and utility for their community in ways that no other NFT projects have even dreamt of doing 🤯
We are excited to announce the launch of Sockpass
An exclusive pass into the
#SolanaNFT
ecosystem. Early-beta access, monthly NFT drops, deflationary utility, the list goes on.
Sockpass will soon be one of the most prized NFTs in the entire
#Solana
ecosystem.👇 (1/7)
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This is a good point in the cycle to remind yourself of explosive upside moves
$DOGE on the second leg of its 2021 cycle pump did 13X in two weeks
The best traders were positioned and sized appropriately many weeks before its second pump
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The best, s-tier meme callers in the sol casio rn (no particular order):
1.
@mrpunkdoteth
2.
@sonder_crypto
3.
@TheMisterFrog
4.
@lznten
5.
@0xuberM
6.
@0xWinged
7.
@AJ__912
Giga chads, most have free telegram groups, selflessly sharing alpha every day
Unsung heros
TY sers
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In a world where we've only ever known dogs, never cats the single most asymmetric opportunity this cycle is buying the winning cat coin with size
Read my thesis. Build conviction. Believe in something 👇
$popcat
We've only ever known dogs, never cats
Let me explain my tagline for the memecoin supercycle
The single most asymmetric opportunity this cycle is buying the winning cat coin with size
In the US, 37M households own cats (vs 64M dogs)
In Asia, cat ownership is even more
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@nayibbukele
This is one of the biggest mistakes people make in today's world
Thinking that the extreme actions of the very, very few represent the beliefs of the majority in a group
The scientific term for this is "the fallacy of composition"
We're committing the fallacy of the
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Agreed but remember there's a much faster $fwog on Solana
still think this $pepe dip is a wave 4 and an absolute gift for the sidelined bros.
violently higher with haste.
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This 👇
One of the reasons I believe $POPCAT captures the bulk of the cat meme coin trade
Universal, Lindy, Wholesome
@unclemungy
@SPCMNandHOBBES
I’m not gonna tell my mum, dad, cousins to check out a coin on twitter and join it if it’s bunch of debauchery.
this is why ‘21 dogecoin community was elite it was truly the most wholesome place to be 🤍🫶 easily accessible to all ages and communities. ppl want to champion
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Best meme commentator on here has to be
@intuitio_
The dude literally created a memecoin supercycle dashboard
Look at it. There. There it is. That’s what’s happening. You can literally see it unfolding in real-time. Meme disbelievers can track the cost of their mental
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Probably a long shot, but I’m looking to re-acquire my SMB from 2021
Would appreciate anyone that can help me track him down
SMB
#1038
Return to Monke
@SolanaMBS
@MonkeDAO
@jemmmyjemm
A very GM from this fine, young Monke 🌅
We bouncing nicely on this dip. Bidding $57-59k. Still in a bull market.
#NewProfilePic
SMB
#1038
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Bros there’s now an app where you can buy & sell memes using Apple Pay
No crypto wallet, no seed phrase
Literally just an app. Your phone. And a dream.
This is will the
#1
app on App Store in a few months
Oh and yes, it’s available in the US
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@free_electron0
@POPCATSOLANA
Popcat topcat indeed ser
Thank you for your service to our supercycle cat
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Where we are in the cycle:
1. Overall we’re about 60% into this cycle, with probably 12-18 months left before the cycle top
2. Parabolic moves in alts only happen in the final 20% of the cycle, we’ll get there in a few month’s time likely Q1/Q2 2025
3. There will continue
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No hype thread on
@SocksOnSolana
. Only facts. Love to see it.
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Shared this about a month ago
Obv glad $popcat ripped the way it did as my biggest bag
This now truly opens up the door to other s-tier cats
When I saw this video - $keycat banging out Avicii's Levels at a packed festival
I instantly knew that this cat was something special
Bought $wif at $0.2 just as it was starting its accent
$keycat on base right here, right now, feels like wif did back then
And I’m saying this despite having a way bigger $popcat bag
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@Web3Quant
Exactly
$GOAT and the “AI story” is actually less important
The real story here is that the biggest VC investor in the world has now seen firsthand how permissionless liquid assets can form and then scale on decentralised financial rails
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@0xShadowban
It’s a privilege joining this unique, wholesome team my friend
This is just the beginning. Our work starts now. Fwew
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3/ Is it really so obscure to think that this whale is in fact 3AC? When we know they were the first institution picking up blue-chip ETH NFTs? When we know Zhu Su is mega bullish on $SOL? 3AC have said before that a NFT is simply a long-dated call option on the underlying chain
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Gave you $popcat at the pico bottom of this dip
Over 3x which you could have taken with size/ on bybit with a 100x lev
Then proceeded to write a 30k+ view detailed thesis on the supercyle cat
But you prob didn’t listen, did you anon
$wif is an easy 10x from here
$popcat is an easy 15-20x from here
What most people forget is that the lower the prices go, the higher the upside from that point
Particularly for highly reflexive, high beta plays like proven memes
That's why "buying the dip" can yield pretty
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Earlier this week on the
@MonkeDAO
discord we discussed why the
@SolSocksDAO
move to acquire a monke for their treasury was likely going to be replicated by many more $SOL DAOs going forward.
Looks like this is becoming a reality even sooner than I thought.
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@ACiD_L25
Please DM me immediately when your buddy says the same thing about $WIF next year 😂
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If you haven’t had a look at
@PeterMcCormack
’s films do yourself a favour and check them out. Amazing insight into what’s happening in some of the most corrupt and dangerous places in the world. High quality investigative journalism that we just don’t see in mainstream media...
My third film is available. This time I head to the border between Turkey and Greece to see the refugee crisis at the edge of Europe.
If you like these films I am making, they are expensive to make so a ReTweet goes a long way.
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For those that don’t know
@lepuppeteerfou
, the creator of Bitcoin Puppets, also has a collection on ETH that’s likely to be bridged over to Bitcoin.
It’s called Lasogette
Got a tingly sensation in my balls.
Bitcoin Puppets flip NodeMonkes and send straight to 1 BTC floor.
Insane fomo hits the shed. News and media outlets reports various puppets selling for 6+ figures.
A new community emerges on ETH, enters
@lasogette
.
Repricing soon.
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Well done to everyone that market sold their $ETH for $SOL like
@earlyishadopter
and I did 5 days ago. You’ve outperformed $ETH by 27% so far this week
Follow me,
@0x_Freddie
for more calls like this.
Also - $SOL is not done yet.
@earlyishadopter
Ya good call - when I saw
@RaoulGMI
’s fractals comparing the 2017 ETH chart to this year’s $SOL chart a few months ago, I realized it’s a better hold than ETH. Also has the tendency to pump when the rest of the market is dumping - a useful -ve correlation in crypto-only portfolio
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Oh dear, cat’s out the bag now.
@SocksOnSolana
Well, I tried to focus on the memes but now everyone knows it’s so much more than that 👀
Don't sleep on
@SocksOnSolana
. Already up 60x but if they can pull this off the socks are going to do 100x+. Only 500 of them and people like the socks!
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Dear
@0xCelon
Let’s help your fren
@earlyishadopter
understand why
@SocksOnSolana
are great.
Please see below a fantastic submission from a valued SolSocks community member. This truly does hit on all the important points.
Sincerely,
SolSocks Community.
Oh wow… when high quality memes like this start to come out you can’t help but believe
@SocksOnSolana
is going to do a
@EtherRock
. $SOL
#NFTs
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There are some great opportunities to pick up cat coins currently in their accumulation zones
All >30days old, with active communities, lore, etc.
These will send once $popcat breaks ath
$acat
$arab
$twocat
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4/ Day 2
@GANder_art
g0 transformations and giveaway contest 🎨
g0
#1208
input: mythical warrior
(one of the few original g0s I liked, with the viking helmet and shield. The upgrade takes it to another level, looks like the warrior is floating in the sky, holding a crossbow☠️)
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I've been operating a boutique crypto research operation for the last 8 years now
We're hyper-focussed on one thing - identifying large market mispricings
Our cat/dog meme convergence thesis was a mispricing that has returned >20x so far
Today I'll share another mispricing
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@TyrogueD
I regularly encourage my single guy mates to approach a woman irl and strike up a friendly conversation
Women globally are so starved of men with the guts to actually do this that the outcome will almost always be positive
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My dog-cat meme delta convergence thesis sitting on almost 80k views (as a 1k follower account)
I still get DMs from people thanking me or asking questions on valuations, societal/ demographic trends like I’m CT’s go-to cat-meme expert
My thesis shared by legends like
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5/ Day 3
@GANder_art
g0 transformations and giveaway contest
🎨
g0
#1209
input: we are all going to make it
(many g0 minters used a version of wagmi as an input. The beauty of the AI is that they all came out different! Fitting, isn't it? "Making it" is unique to all of us ❤️)
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Gm. So talk this morning is all about this $200M+ whale buying up SOL NFTs
So far they’ve bought:
@SolanaMBS
@AuroryProject
@thugbirdz
@galacticgeckosg
And they’re still going.
Likely an Asian VC given the timezone. Feels eerily similar to how 3AC swept
@thecryptopunks
If you're selling top tierc Solana NFT projects right now there is a good chance that this wallet is on the other side of your trade.
I will be surprised if they finish buying with zero art exposure.
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Importantly, $WIF has also shown that unit bias at these levels does not exist
Market participants are equally willing to pay for a $0.1 or $1 or soon to be $10 token
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I've started DCA-ing a good chunk of my $SOL position into $WIF
1. It's undervalued as the leading meme of Solana. It has the highest market cap, volume traded & mindshare
2. $SHIB reached 7% of $ETH market cap at its peak. WIF is currently 4% of SOL market cap and should go
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