gm, lil sperge abt stonkbrokers
pretty common theme for all runners recently and even last bull, were the 60-70% reversal after first run up. sb did that and looks to have put in a constructive bottom, chart is doing what every coin has done
the anvil amm is actually pretty massive and i dont think its getting the love that it deserves. you basically take the best from nfts and tokens and combine them. nfts feel like something you own and want to hold onto, tokens are meant to be traded. you take ownership aspect from nfts then bring in the liquidity from tokens. theres a massive disconnect rn between nft projects and tokens. sometimes tokens do well and launch nfts to bring the community together, sometimes nfts drop tokens to bring in new liquidity. this just fragments liquidity and creates two diff markets that compete for liquidity, anvil brings them into one unified pool. you lose out on rarity, but i think thats a dying thing, not all nft projects need this. we're seeing a shift toward gaming / utility from nfts and that doesnt require rarity really. any builder wanting to launch utility focused nfts should use anvil, i dont really see a reason why they wouldnt. the meebits launch should be a big unlock like how mancer was the first time around. assuming meebits launch goes well, it puts sb eco back on the radar of established devs looking to new things. theres currently no other ecosystem that acts like incubator, theyre all just launchpads. if incubated projects do well then network effects trickle down to other parts of the ecosystem like the launchpad. creates crazy reflexivity, especially with the tokens deflationary tokenomics
just feel like its a spot again. rh rn reminds me of base pre virtuals. you had keycat, miggles, toshi, etc. it was just memes until tech showed itself. same type of thing happening here. rh has and will continue to do better with memes than base did but im sure more tech focused stuff begins to take off soon
237 · 29 August 2026
some blunders early, but starting to feel like those will just be a blip and dont actually matter. sf seems to be moving more intentional now. he had tons of launches lined up and shoved them all out at once to capitalize on rh hype. since that initial dump of projects he's been quiet and is setting the stage for meebits thing. if its half decent should bring in lots of new eyes
213 · comes down to execution atp. theyre proving they can attract good builders with this meebits thing. can aruge that meebits is dead or failed, but at one point they were large and a big winner. if theres some launch fuck up or something then its kinda cooked, but hopefully sf learned from sleuth and clock in fuck ups and wont make same mistakes as before
218 · Think that’s my inval, if sf fucks up another launch or does something retarded I’m prob out of it for good. Last fuck ups weren’t great but definitely not project defining moments
218 · Sb dev rt this
Seems like they just tapping into old nft ecos and trying revive or launch new things with them
211 · Just tapping a completely diff market of buyers than everyone else, idk feel really good abt this again
209 · Фотография
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237 · click to show
yea man if this mf doesnt fuck up launches again, think sb cooks hard
240 · im not gonna factor in options thing, its an extremely hard thing to pull off. cool in theory but execution is a whole diff thing. if the mad man pulls it off 10x it with haste
237 · 30 August 2026
I think we’re back chat
239 · Selling simply cus coins are up a lot isn’t a great heuristic imo. But depends on the type of trader you are
226 · Never bad to sell into volume but at same time, I think it’s pretty clear we’re at the start of a new market cycle. If there’s signs of new coins or metas taking over then sell but no real signs of this yet, leaders prob keep leading
228 · imd - finally moving, no new news afaik, seems like ppl just aping for standardrsv wl (new eth thing). still really like this and think itll go once core product ships
zoe - got cooked, good narrative that got pegged to him gajria, he started buying other coins so ppl dumped and moved on
sb - core rh pos, said enough abt it alr
fwa - small forever bag, but mostly cut when i mentioned it last week. still like the protocol and what they doing, but will take some time i think
192 · positioning update
191 ·