- Author expects no pure meme to exceed $1B market cap this cycle: launchpad proliferation fragments liquidity and gives new tokens repeated chances to siphon attention; they cite a 90% chance of a competing “vamp.”
- Above a certain size, pure memes lack an outside bid: degens have bought, funds cannot underwrite fundamentals, and capital is divided across many alternatives.
- The author favors tokens with innovation plus value accrual—usage-linked burns, revenue-funded buybacks, or growing reserves. RWA memes could bridge attention and utility, but the stance is to take profits earlier on pure-meme runners.
Investment pitches
filter:
72