Pro tip: if you want to assess how the market views your potential Monkee purchase aesthetically, look if it’s sold recently and compare the engagement on the @SMB_SalesBot page. An imperfect metric but it’s something
For example look at this - 61 likes
I would not mint anything new right now. The amount of garbage that’s DMing me has noticeably upticked. Slowly accumulate already established winners (ie winners from September/early October)
Let me put this differently: I think it’s far better EV to spend 150-200 SOL on a Monkee right now than to gamble on 150 one SOL lottery tickets
Nov 30, 2021 • 4 tweets • 1 min read
Let the record show I love $MIMO and want it to succeed. But it should not be priced at multiples above a naked sol fur Monkee’s relative value. It should roughly track exactly
The best analog from the ETH fractionalized world is $HOODIE
Not $PEBBLE or a dogcoin
The folks who created @MillionMonke are friends and I’m super proud of what they accomplished. But the upside of fractional ownership is getting to ride Monkee success without having the capital to own an entire monkee. It’s not the same R:R as a meme play
Nov 29, 2021 • 12 tweets • 3 min read
Full disclosure: my two biggest Solana ecosystem positions going into December are $IN and $WOOF
The former for fundamental DeFi reasons - the bond flywheel is incredibly enticing the more I research and think about it
The latter because dog/meme plays will absolutely fly again
There are other tokens that I’m incredibly bullish on ($TULIP $ORCA and more) but those allocations just aren’t as large
Oct 6, 2021 • 16 tweets • 11 min read
A thread on @SolChicksNFT - I'm seeing major red flags ⚠️⚠️⚠️
@SolChicksNFT Some friends in @MonkeDAO shared this video of SolChicks gameplay. I thought to myself: "Wow, that's unbelievable progress for a project/game that only recently launched." So I dove in more
