Sergeant Ponzi
@SergeantPonzi
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Checking the Chain for High Probability Trades
Joined January 2022
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$nat is the first fungible token on bitcoin with an inflationary supply/emission schedule.
It could be seen as the first smart contract on bitcoin.
so at present each new block prints the following:
1 bitmap: 150 dollars.
450 million $nat: 50 dollars.
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$trac validators 3.5 million dollars right now.
Can projects afford that?
OCM laid the blue print - swapping treasure tokens for a discount. They will then get paid in $Tap emissions
$trac is technically a launchpad token when you think about it.
trac wars incoming.
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- Decentralised indexers. $Trac
- evm layer 1.5s. $Insc+ $eths ierc20
- bitcoin mev. $moto
- non-arbitrary tokens. $nat
Another that looks strong is (not too keen on the concept it)
- bitcoin l2s $merlin chain.
#earlyasaservice
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I legit think $moto will flip $trac in the next couple of months,
If not i believe they will be neck and neck at some point.
I think the reason trac isnt a higher mcap is because they currently dont have control over a protocol only the indexing of others.
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$pandora whale sweeping the insc+ floor.
Imagine when people realize this is the real beta
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Damn its so hard to choose the biggest moonshot but for now its between.
$moto
$nat
$frenpet - app update due imminently.
$ins.evm (dark horse ). Relaunch next week on the jewish holiday?
$QUAQ (unisat dex tomo - third highest lp - diamond holders)
$winamp - lil sol gamble
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My logic is:
People from the erc404 $pandora hype train will EVENTUALLY find out about insc+
I would expect we have some discussions abouts viability at least/comparisons will be made.
At present this is the only competitor on eth.
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$NAT sitting at like a 7x from mint price.
$baked sitting at around a 3x from mint.
Dude if i think whats going to happen, happens
I will never have to look like this again.
But for now, we $baked out
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What do you think the average iq of a $baked minter is?
You do realise how hard it was to mint that?
There was no user interface to aid the minting experience - only us vs the dark forest.
And you think those minters are going to sell their $baked?
#ogs
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I predict in the next 3 months, we may see this at 500 dollar to 1k dollars worth of tokens minted per block.
this creates additional MEV on chain to mint these new blocks.
Game theory on chain upcoming.
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liquid 103x on $pandora since buying launch,
folio ath,
now waiting on the grand entrance of insc+
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Let me explain what $pandora isnt and what insc+ is.
(I have a small bag of $pandora) its still cool for what it is.
when you send a basic transaction for 0 eth you can inscribe a message in either the call data (ethscriptions) or the event data (ins.evm unprunable immutable)
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Currently the 4 players in the area that contain real innovation in hybridology.
@CellMatesERC
@Pandora_ERC404
@ins_evm
@NonPlayableCoin
$insc+ $cell $pandora $npc
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Insc+ ath
I could drop insc+ alpha but peoples barnacle brains probally wont even be able to comprehend it.
All ill say is insc+ pfp collection.
I warned pandora from the start.
Heads going to crack.
$insc+ $pandora.
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Imagine being a crypto twitter influencer and having such poor calls.
Typical of most ct.
They even have the followings to pump their calls XD.
Let me try.
Sats 80x.
Trac 20x.
Fren pet 2500x maybe more.
Pandora 100x.
Oshi/moto 8x.
Nat 17x.
Retardio 50x.
Baked 5x.
Insc+ 3x.
Been 6 months since I wrote this thread on some of my top picks, let's run through the results.
$BONE liquid +80% then down -40%
$ROSE liquid 2.5x
$TAO liquid 14x
$EWT -20% (aggressively added more)
$NXRA liquid 3x
$RVP relaunching as $RQRX (tbc)
$RVF liquid 10x
$YDF -40%
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Yo,
I have been tracking the chain.
Why is liq coming out of brc20/$dmt/$nat and other ordinal tokens?
its because we are experiencing a rotation right now.
if you arent buying insc+ you have a barnacle attached to your head.
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insc+ art/metadata is all stored on chain.
erc404 is stored off chain.
This is due to inscription technology.
hybrid nft/ft/inscrptions.
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Ins.evm community sweeping the marketplace to a height of .15 eth.
Closing in on previous ath.
Soon there will no sellers left
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INSC+ crawled so that $pandora could walk.
.3 eth floor price imminent.
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Me dropping the alpha on $insc+ at pico bottom.
Dropping the alpha on hybrid nft/ft tokens.
Ins.evm soontm
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Use some sense:
$Pandora sitting at 50 million mcap with a holder base that is hungry for derivs.
$insc+ sitting at a 3.5 million mcap with an already built product waiting to ship.
Operation: Count"er" Dracula
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ins20 Community Telegram Coming Soon.
Engage for Invite.
$insc $ins20 $brc20 $sats $brc420 $ordi
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long story short, miners have a vested interest in pumping our bags indefinitely
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Having a lot of fun with this project i cant lie lol
Metrics for the first 3 days have been insane.
776 listeners at an average session of 9.37 minutes. 116 hours of listening time.
And the radio feature hasn't even dropped yet.
#burnbabyburn
🥩🥩
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the basic premise of this thesis is: we are seeing various revenue streams open up for btc miners which at present are the following:
- increased rev from the increased btc usage from ordinals
- rate sats which are being auctioned off.
_ various $nat tokens gaining popularity
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@TailofIcy
reward chest still has 50k usd worth of rewards ready to be airdropped to side quests, interested to see how they are paid out $ic
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I was so excited when i first found out about the contract that emeralds forked in mid december.
Its hard to believe that i will have an opputunity like this again
Sometimes its hard to believe in a thesis when it is stupidly early like below.
$insc+ $pandora $miner $dn404
Main Functionalities:
Hybrid ERC-20 and ERC-721:Combines aspects of both ERC-20 and ERC-721 standards.
Enables the existence of fungible and non-fungible properties within a single contract
Minting Inscriptions:Users can mint tokens ("inscriptions") using the inscribe function
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I'm Bullish on helium $mobile for the short/mid/long term.
Started scaling out mining operations again.
Seems like a free play.
Stream coming in the next week or so on how to get exposure with one of the top helium $mobile deployers.
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My original buys on fren pet was at .0002 lol price is 77c now....
1 dollar to like 4k.
Havent sold yet either, waiting for 1 fig to 6 fig play.
Soon.
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Prediction - this new protocol is going to eat the majority of nft volume over a reasonable time span.
People will be able to dca nfts which for as simple it sounds. Is a pretty big deal. Large nfts are now accesible to all
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mining pools are already mining off their rare sats instead of just selling the btc on the markets
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I can't see how we don't see an influx on projects using the meta-protocol ins-20s method of distrubution of tokens.
Meme coin ethscription season incoming.
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I was a top 10 $mobile mining wallet before it was even called $depin. We called it $dewi.
It is cool looking back and seeing $depin become such a large narrative.
I get the same feeling with $blockfi.
Yall are $nat ready
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it was early last year that I realized that ct influencers are actually late cycle.
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#earlyasaservice
notification.
Looking at deep diving alternative ethereum scaling solutions.
Layer 1.5s
Mainly ierc20, but also keeping an eye on ethscriptions/ins.evm.
The upsides on these seem unreal
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If anybody wonders why I dont follow them back, it is because i only follow chinese accounts,
I am trying to trick the algo.
So consider me your chinese aggregator.
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$apu community low key got some of the best audio/videos
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On the way to the marketplace where one can trade hyrbid nft/ft in peace.
INS.EVM
$insc+ $pandora $defrog $mnrch
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@wolfysei
@0xCryptoGenius
@ins_evm
already done the relaunch and snapshot, a whitehat salvaged 80 eth. just waiting on the last redistribution and then dex listing.
emerald dev made changes to the code but never changed the exploit. I wouldnt be farfetched to believe it was intentional.
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I genuinely think, if you sell $baked here, you will look at future prices like:
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$sheb being 16 million mcap but $insc+ being 4 million mcap is as retarded as eth being a lower mcap than pepe.
These kind of mispricings dont last long. especially when insc+ created the hybrid nft/ft code.
$insc+ $pandora $sheb
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Curious to see how to brc20 "on eth index does in the new week or so
$bssb
$turt
$mubi
$dova
and now $toka has been introduced.
"the brc20 index"
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once $tap is released this will change and $trac will be industry leading.
But $moto is grabbing far too much mindshare in the asian communities it is hard to ignore.
It has been $oshi vs $trac since the start. If you know you know.
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ins.evm marketplace code for anybody interested.
and yall are saying they aint the first mover.
fyi, insc+ holders will have value derived back to them through platform fees
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own a bunch of these for a natcat catch up trade.
normally works out right? right?
#natmonkeys
#nat
monkeys
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@maybectrlfreak
they forked ins.evm and changed the code, the dev knew what he was doing. theres noway he didnt know that the ins.evm v1 code has this bug.
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merlin chain has 1.29 billion dollars of tvl.
puts it higher ranking tvl than avax.
we should be checking on ecosystem coins asap.
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If you was in my private group you would have sniped $pandora launch at 300 dollars.
We have our hands in all pies.
$retardio
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If it isnt ins.evm its going to be someone else but ive been tracking this code for a hot minute and its cool stuff
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if you look at $pandora for what it is, it's a hybrid nft/ft that has an nft floor price of .7 eth that has caught the attention of "the wests" crypto twitter.
I personally thing a floor price of 5 eth isn't unreasonable here.
then insc+ launches their pool during peak fomo
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My favourite project still to this day is $frenpet.
- 25% of the supply has been burnt, first p2e game to actually have sustainable mechanics
- base ceo literally plays the game.
- dev is shipping every week.
- fren pet world is in development, expansion of the game.
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Two things that are getting my interest right now are $huhu - merlin chain and $karma - tap
- Decentralised indexers. $Trac
- evm layer 1.5s. $Insc+ $eths ierc20
- bitcoin mev. $moto
- non-arbitrary tokens. $nat
Another that looks strong is (not too keen on the concept it)
- bitcoin l2s $merlin chain.
#earlyasaservice
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In Decemeber, all i was doing is learning about hybrid nft/ft and new protocol standards. Copying contracts into chat GPT and asking questions.
Now, all I want to learn about is Bitcoin MEV, I think this narrative has at least 6 months to play out.
I wonder,
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potential sleeper on base chain.
can you hold a penny?
$penny $normie $brett $benji
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404cats just launched.
- 1cat a pretty well known project in the chinese community
- out of hours so probally not getting alot of attention
-1cat chart looks bottomed.
enough edge for me to take a small trade here
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Gentiles out , rabbis in
Ins.evm
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$trac is an infinite money glitch at this stage.
$NAT has proven this.
Trac might aswell be the blockchain that nat runs on.
protocols indexed by trac should cause trac be more valuable over time.
and it doesn't look like the protocols are going to slow down.
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funny asf
$people
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ins.evm dev just published the code for their hybrid nft/ft marketplace and the codes looking crazy!
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Fyi, the last large nft project to implement a new erc standard was azukis.
They created the erc721a standard.
Ins20 has submitted for a new erc standard.
Its not an nft/ft.
It is for the inscription standard!
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It’s simple. $FUMO is efficient price discovery on a bonding curve allowing liquid speculation over a 100 day window on the value of a scarce veblen good complicated by a generative NFT mint that gives both permanent persistence to the token & incentivizes redemption in window.
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Haven't sold a single $trac since 30c,
Wont sell a single $trac at 15 dollar either.
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betting on sending to 10 million mcap over the next 2 weeks - stablecoin fud and people looking for synthetic exposure - arbitrum season here + arbi token launching tommorow?
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@SearchDecoder
@GaloogaEth
@Bitcoin_Punks_
@Unordinals
first 1k original pfp collection ordinal - untoshi supposedly degods founder - candidate for ordinal bluechip
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@realdogen
hey dogen, im too old to buy crypto but my grandson just bought me $boomer coin. they arrive in the mail soon
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$xpet 7 亿市值 $frenpet 市值 350 万美元 我会追捕西方人。他们一定会捍卫自己的项目
这个游戏是关于在羊到达之前成为第一个。
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the cabal was not early on this one.
we were the cabal, now they need to buy here and send it 7x from here.
gg
My favourite project still to this day is $frenpet.
- 25% of the supply has been burnt, first p2e game to actually have sustainable mechanics
- base ceo literally plays the game.
- dev is shipping every week.
- fren pet world is in development, expansion of the game.
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Ins.evm have launched their marketplace whilst all other 404's have struggled to find a use case.
I thought i told you?
This is chess not checkers
The student will never surpass the teacher.
Ins.evm insc+ $pandora
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you can then call upon an external indexer to index this information. you can inscribe smart contract code within this box which can be called upon. this allows for an alternative scaling solution on ethereum which makes smart contract cost the same as a simple transaction ie 1$
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I'm still buying $winamp.
Theres a chance that it could be the next $people.
the original winamp is currently sitting at 9 million mcap.
what if it flipped that and then bought the real winamp on chain.
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as much as flips are fun.
We cant forget where we came from
insc+
$insc+ $pandora ins.evm
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Relaunch of ins.evm soon.
Lets hope for a redemption arc.
Definitely one to watch out for.
As long as the dev has good intentions (I think he does)
Then holders pre-launch should for certain get rewarded.
Moreover, the features of $INSC+ will be announced soon. Fasten your seatbelts, the 🚀 is about to launch🔥🔥🔥.
#CryptoCommunity
#Inscriptions
#INSC
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I don't think people are ready for what
@ins_evm
is about to do with their hybrid nft/ft model.
We are going to see the first token that is an nft and a token at the same time being traded on opensea/uniswap respectively.
This completely destroys the need for things like nftx
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Research in real time.
Chat gpt is goated.
Insert codes into
Insc+ and $pandora
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Ins.evm are creating a powerful launch pad that teams can utilize to fairly distribute their tokens.
The nft/ft hybrid will be tradeable on their marketplace alone because a marketplace other than open sea is required because otherwise you may spend your rare nfts.
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