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Everyone is so caught up watching Twitter (X) grind up the App Store rankings that they haven’t noticed @pumpdotfun has quietly ascended from #165 to #110 in 3 days… Pump Fun is about to be an app on everyone’s phone in a month’s time. Study teams that ship.

Tempted to move all my mobile trading over to the @pumpdotfun. With the way things are going I don’t see any reason not to start trading there since I already watch streams, research coins, and get my news from there. Why not use the all in one app?

Which ai agent launchpad will reign supreme in the battle for market dominance? Not a fucking clue. Here's what I do know, though. There's one underdog grinding up the ladder and it's probably not even on your trad KOL's radar... Here's my bet for the #1 ai contender👇 ________________________________________________________ 🏇- Spill it, who are you betting on? For me, it's Top Hat (@TopHat_One). Forget cloning GitHub repos, typescript, npnm installs, 2 Sol burns, and all of that shit. Top Hat actually makes launching your own ai agent as easy as ordering yourself enough food to feed a starving village via DoorDash (CC: @gainzy222). In less than 5 minutes anyone can create a fully functional, autonomous AI agent that chats, posts, and engages across platforms like Telegram and Twitter. ZERO CODE, ZERO FRICTION, ZERO COST*. You want to on-board the masses to something? That's how you do it. *The agents are free to create and come loaded with 30 free credits. Once you burn through the credits you can pay to add more. 🎩 - Are you going to drop the token you coward? What you're all actually here for is the ticker and it's $HAT (AxGAbdFtdbj2oNXa4dKqFvwHzgFtW9mFHWmd7vQfpump) The team fair-launched it at the end of October and it's been on an ai fueled roller coaster ever since peaking at $55M 5 days ago and settling at $26.5m at the time of this post (only after making a run to ~40m yesterday). What always gets me bricked is when a token has a deflationary mechanic built in. 10% of every credit purchase, mentioned above, is used to burn $HAT which reduces the supply and theoretically puts more money in your pocket especially with how many agents are being cooked up; covered later in the thread. 🤖 - What makes the ai agent creation special? Top Hat has the majority of functionality that you'd expect from a launchpad with a few gems thrown in there: -Launch a own token with built-in liquidity (.5 Sol) -Customize agent's personalities From pg-13 Disney character to NSFW psychopath -Add to a knowledge base to teach them about your project or style (tailors content) -Deploy across Telegram and Twitter -Automate engagement and interaction for your project (works amazing for memeworthy interactions) 🧮 - Are people using the launchpad? They sure as fuck are. The dune dashboard has all the stats you need but the summary is: -1815 agents launched -64550 telegram messages sent -34395 tweets posted autonomously (bet you've see one and not even known it was Top Hat based) 🐂 - Why are you so bullish on a launchpad? Top Hat is the first launchpad I've used that makes the whole process simple. When I say your grandma could make a bot I genuinely mean it. The team is also responsive on Telegram which I appreciate. My dumb ass asked a million questions and they've answered them all and more I didn't even know I had. They do more than shit post on Twitter and tank their coin's value. TL;DR - Top Hat is a sick ai agent launchpad and you should go check it out for yourself. It's easy, free, and the results are really fucking cool. My plan is to probably launch a quick start guide / thread soon as well as provide the team with some personal feedback on how to make the experience a little more seamless. Disclaimer: I was not compensated in any way for this thread. I also have not bought any tokens to avoid a conflict in interest. This shit is just really fucking cool and I want to talk about it.

Continuing to DCA into @saios_app. Either this is a generational entry for me or a giant future loss. Either way, I’m taking a chance on some tech. Gn.

Daily Debrief: Pumpfolio (9/7/2025) Have you made your monthly salary by trading the Pumpfolio yet? Salary takes the top spot as the only coin to surge over the past 24hrs. Pump continues to guzzle down ~.1% of the circulating supply DAILY + it's ~1/10th hype FDV. Read on 👇 ___________________________________ 🔼Surgers (>10% gain in MCAP)🔼 Top 3 Gainers: > $SALARY (+12%) [@SALARY_SOL) The concept of Salary is pretty funny and complimentary to that of NEET; be unemployed and make what you would've made monthly just by trading the coin. A bunch of coins surged over the past 24 hours but none were able to sustain the pumps. ___________________________________ ▶️Sleepers (±10% MCAP)◀️ Tokens going at their own pace: > $USDUC (+8%) [@usduc_coin] > $MICHI (+2%) [@michionsolana] > $PUMP (+2%) [@pumpdotfun] > $FWOG (0%) [@itsafwog] > $TBC (0%) [@TBC_on_X] > $TOKABU (-1%) [@TokabuTheSpirit] > $NEET (-3%) [@neet_sol] > $CHILLHOUSE (-4%) [@ChillHouseSOL] > $MINI (-5%) [N/A] > $MASK (-6%) [@thecatwifmask] > $TROLL (-6%) [@trololol_io] > $BLOB (-7%) [@blobisbob] > $TRENCHER (-8%) [@Trencher_Sol] > $POOP (-9%) [N/A] The unstable coin is looking incredibly stable especially considering that it's been a low volume weekend. The raiders for that coin are pretty consistent. Pump continues to pump preparing to (hopefully) rip to, and through, the previous ATH during ICO. Troll struggles a bit but still holds ~150M+ MCAP which is healthy by all accounts; shadow and co. seem to still be pushing the narrative. ___________________________________ 🔽Sinkers (<-10% MCAP)🔽 Top 3 Sinkers: > $DOLLO (-26%) [@dolloallin] > $ZARD (-22%) [@ZardCapital] > $MONKE (-20%) [@monkesol_] Honorable Mentions: > $STREAM (-19%) [@streamdotfun] > $BOG (-18%) [@bogeveryone] > $CUPSEY (-10%) [@CupseyToken] Sometimes when you go all in you change your life; sometimes for the better and sometimes for the worse. Dollo coughs back up the massive gains from yesterday alongside Zard. Stream struggles to find support as the speculation of an acquisition quiet down. Whoever is hurting the monke is gonna get hurt by me. ___________________________________ 📺Creator Capital Markets (Streamers)📺 Attention Grabbers: > $BASEDD (+21%) [@SUPERBASEDD] > $FLUFFY (+12%) [@fluffyonchain] Honorable Mentions: > $TRENCH (+4%) [@9trevv] > $WHISH (+4%) [@whoiswhish] > $RASMR (0%) [@rasmr_eth] > $ISEEM (-5%) [@iseemonei] > $NATE (-7%) [@nate_hentosh] > $TRENCHES (-8%) [@CryptoTrenches_] > $GNZYSTRM (-11%) [@gainzy222] > $MITCH (-12%) [N/A] > $ZESTY (-15%) [@ZestySonicSol] > $GOON (-16%) [@nevergoon100] > $MDUDAS (-16%) [@mdudas] > $DIDDYBOP (-17%) [@diddyboplive] > $RADIO (-26%) [@pumpradiotoken] Basedd house is announcing their new members on Monday per my understanding. Speculating on who the new additions will be is going to be a very profitable venture IMO. Fluffly continues to slowly grind up and to the right as his personality captures the hearts and minds of viewers. Some frontrunners like Mitch and Diddybop bleed a little bit as people preserve some capital going into the usual bloody Mondays. Gainzy finds some support around ~1.6M MCAP. ___________________________________ 💬Closing Thoughts💬 Depending on what you're holding this was either a great weekend or a painful weekend as many coins suffer from 1000 papercuts; slow bleeding. We're starting to see some folks across chains invest in the creator capital markets with @jessepollak buying some creator coins alongside the most recent addition, Zack Brenner (@zjbrenner, token trading @opensea.) When you have notable employees / leaders / founders from other chains buying creator coins on Pump you can be certain that there is pretty strong confluence that CCM is the future. Everyone is betting on whether or not that will be streaming or tokenizing tweets or any of the other forms of creating that are popping up on CT. Ultimately I take this as a good sign that we are headed in the right direction and invested in the right areas to see some nice profits in Q4. The main challenge is that during times where volume is low we all tend to focus on "catalysts" to move our coins vs. organic price action & bag working. Instead of waiting for the next Glass Full Foundation buy or the next banner to be posted by @pumpdotfun try spending some time: 1) Identifying which bags you resonate with the most 2) Figuring out where the community is and how they support the coins 3) Participating in some way or another to support that coin People typically get rinsed waiting and waiting for a catalyst while sitting on their hands expecting others to bag work for them. An example is $GNZYSTRM. I think that post fat finger this is one of the most obvious plays that I've ever seen. I can either wait every day for Gainzy to find some magic catalyst or I can take accountability and do things like liking clips, reply guying, sharing my thesis, etc. Anyway that's enough yapping. Position yourself into your conviction bags, hold, and believe. If that's not your style then sit on your hands and wait for the next obvious play; know your style and know your strengths. I maintain my $PUMP, $WHISH, $BOG, $ISEEM, $GOON, $KEV, $GNZYSTRM, $FLUFFY, and $NATE positions. I cannibalized my TRENCHER position to add meaningful size to my GNZYSTRM position at ~$1.5M MCAP. I will inevitably be buying back into $TRENCHER once this other play materializes. I still have a 5x leveraged long on $PUMP at ~.0027 with a liquidation price of .0021. I still have my 5x leveraged long on $PENGU. Love your favorite Panda, Spicy.

Daily Debrief: Pumpfolio (9/8/2025) Monday just got a hell of a lot better with @pumpdotfun announcing MEXC Mondays! Every Monday they will partner with @MEXC_Official to list a new Pump Fun eco coin. Remember, the ecosystem includes both Memes AND streams... Read on👇 ___________________________________ 🔼Surgers (>10% gain in MCAP)🔼 Top 3 Gainers: > $TBC (+88%) [@TBC_on_X] > $NEET (+31%) [@neet_sol] > $BOG (+19%) [@bogeveryone] Honorable Mentions: > $ZARD (+19%) [@ZardCapital] > $POOP (+19%) [N/A] > $DOLLO (+16%) [@dolloallin] > $BLOB (+14%) [@blobisbob] > $CHILLHOUSE (+12%) [@ChillHouseSOL] > $MASK (+11%) [@thecatwifmask] > $CUPSEY (+11%) [@CupseyToken] > $TROLL (+11%) [@trololol_io] > $TOKABU (+10%) [@TokabuTheSpirit] My friends over at the Trencher Broadcast Network are finally getting the credit they deserve for constant bangers on the timeline as they become the first listing for MEXC Mondays! The unemployed are equally as happy as NEET BOGs the timeline constantly with insanely attractive women calling everyone to quit their jobs and become a NEET. The spirit of gambling is alive and well. ___________________________________ ▶️Sleepers (±10% MCAP)◀️ Tokens going at their own pace: > $MONKE (+8%) [@monkesol_] > $FWOG (+8%) [@itsafwog] > $USDUC (+6%) [@usduc_coin] > $TRENCHER (+6%) [@Trencher_Sol] > $MINI (+6%) [N/A] > $MICHI (+4%) [@michionsolana] > $PUMP (+4%) [@pumpdotfun] > $SALARY (-9%) [@SALARY_SOL] Monke continues to chop presumably finding some support. Fwog is a bit of a sleeper having constantly been in the sleeper list for basically an entire month; will it break out soon? Pump continues to look insanely strong as there is no sign that buybacks will stop soon and with the team constantly shipping (surprised we haven't seen a @aeyakovenko QRT with "🛳️🛳️🛳️" lately for Pump; soon? ___________________________________ 🔽Sinkers (<-10% MCAP)🔽 Top 3 Sinkers: > $STREAM (-25%) [@streamdotfun] Going to be honest, not sure what to make of this recent crash by Stream. I still think that they widgets are super valuable so the only thing I can think of is that there were a ton of speculative buyers that Pump was going to acquire them. Going to do more research bc the team seems nice and competent. ___________________________________ 📺Creator Capital Markets (Streamers)📺 Attention Grabbers: > $RADIO (+30%) [@pumpradiotoken] > $BASEDD (+17%) [@SUPERBASEDD] > $NATE (+13%) [@nate_hentosh] Honorable Mentions: > $ISEEM (+10%) [@iseemonei] > $MDUDAS (+8%) [@mdudas] > $GNZYSTRM (+6%) [@gainzy222] > $WHISH (+4%) [@whoiswhish] > $TRENCH (+3%) [@9trevv] > $ZESTY (+2%) [@ZestySonicSol] > $GOON (+1%) [@nevergoon100] > $RASMR (+0%) [@rasmr_eth] > $FLUFFY (-3%) [@fluffyonchain] > $DIDDYBOP (-7%) [@diddyboplive] > $TRENCHES (-7%) [@CryptoTrenches_] > $MITCH (-18%) [@N/A] Radio catches a nice bounce off the bottom and the Basedd house is primed and ready for season 2. Nate and Iseem finally catching some love as season 1 Basedd house creators. Gnzystrm showing some life after bouncing off of !.%M. ___________________________________ 💬Closing Thoughts💬 Not to glaze or anything but Pump Fun is really running an ecosystem masterclass right now. The latest announcement that they're going to work with MEXC to list Pump Fun ecosystem coins every Monday is an absolute banger. It gives more and more validity to the concept of a Pumpfolio. It also gives teams something to work towards and a nice in with an exchange to help boost visibility for their communities. The fun thing each week is going to be speculating on which tokens will get listed next and I have my own ideas on which are probably on the shortlist (cough cough @grizzle_art + trencher). In the meantime I continue to stay glued to the $PUMP chart as it shows no sign of slowing down with unique wallets (holders) increasing and a large daily bump in wallets holding 10M+ tokens. Between Hype and Pump it feels a lot like buybacks may not be a dumb idea. They seem to align the token to the product; mutually beneficial relationship where if the product does well then so does the token. That said, I really hope we don't start to see teams do buybacks right out the gate before generating revenue because that's a recipe for failure and we've seen it a couple times in recent past with launchpads; you NEED some revenue to hire / build / ship / etc. Outside of the above, I think that Creator Capital Markets are still extremely undervalued. We have streamer houses like Basedd House launching their 2nd season and bringing on a ton of new creators. This compounded with a bunch of web 2 creators coming over to stream on Pump is a really good sign. Reading between the lines, I think that Pump will work with MEXC to list all ecosystem coins INCLUDING creator coins. Starting to speculate on who they would want the first creator coin on MEXC to be and I think it comes down to: -Rasmr -Gainzy -Mitch Each come with their own baggage but I think they're the most likely unless they pull an audible and go with Basedd House since it's a conglomerate vs. an individual; will monitor. I maintain my $PUMP, $WHISH, $BOG, $ISEEM, $GOON, $KEV, $GNZYSTRM, $FLUFFY, and $NATE positions. I will be adding back to my Trencher position in the very near future; thesis never changed I just became hyper illiquid. I will also be adding some smaller streamer coins to the port soon. I still have a 5x leveraged long on $PUMP at ~.0027 with a liquidation price of .0021. I still have my 5x leveraged long on $PENGU. Love your favorite Panda, Spicy.

20 SOL just in referrals from @VECTORDOTFUN is wild Even better something big is coming soon Join up before you miss it Ref: SpicyNFT

Daily Debrief: Pumpfolio (08/26/2025) The Pumpfolio is currently in the hold and believe mode as memes retrace from their Friday highs. Yesterday's challenge from @a1lon9 was that "the lion doubles down on his bags at a discount". Are you a lion or are you a sheep? Read on 👇 ___________________________________ 🔼Surgers (>10% gain in MCAP)🔼 Top 3 Gainers: > $USDUC with a 12% gain to $33.2M MCAP [@usduc_coin] The unstable coin ironically seems to be one of the most stable coins in the pumpfolio over the past couple of days. Not to be a broken record but might be the power of the @gainzy222 effect. ___________________________________ ▶️Sleepers (±10% MCAP)◀️ Tokens going at their own pace: > $TRENCHER (+0%) [@Trencher_Sol] > $PUMP (+0%) [@pumpdotfun] > $FWOG (-2%) [@itsafwog] > $NEET (-2%) [@neet_sol] > $POOP (-3%) [N/A] > $TBC (-4%) [@TBC_on_X] > $MICHI (-4%) [@michionsolana] > $CHILLHOUSE (-5%) [@ChillHouseSOL] > $MASK (-7%) [@thecatwifmask] > $TROLL (-9%) [@trololol_io] Pump gave many a heart attack last night with it making a new, lower low. Troll, similarly, lost the $200M level but not by much. Trencher is holding around $4M which is inspiring and, as a supporter / bag holder, I am hopeful that it continues to hold. ___________________________________ 🔽Sinkers (<-10% MCAP)🔽 Top 3 Sinkers: > $DOLLO (-23%) [@dolloallin] > $BLOB (-21%) [@blobisbob] > $SALARY (-21%) [@SALARY_SOL] Honorable Mentions: > $CUPSEY (-18%) [@CupseyToken] > $MONKE (-15%) [@monkesol_] > $MINI (-13%) [N/A] > $TOKABU (-12%) [@TokabuTheSpirit] > $BOG (-11%) [@bogeveryone] Looking at the coins daily doesn't always tell the most accurate story as Blob actually made a bit of a comeback a couple days ago and has just retraced the pump. As for the others, they are definitely failing to find support with some coins like Monke slowly crawling closer to their low prior to PumpFun's return on X. Depending on your outlook and risk tolerance there are a handful of potential plays to be made on this list. ___________________________________ 📺Creator Capital Markets (Streamers)📺 Attention Grabbers: > $ZESTY (+51%) [@ZestySonicSol] > $GNZYSTRM (+21%) [@gainzy222] > $NATE (+17%) [@nate_hentosh] Honorable Mentions: > $RASMR (+3%) [@rasmr_eth] > $TRENCH (+1%) [@9trevv] > $DIDDYBOP (+0%) [@diddyboplive] > $ISEEM (-4%) [@iseemonei] > $GOON (-6%) [@nevergoon100] > $FLUFFY (-10%) [@fluffyonchain] > $MDUDAS (-11%) [@mdudas] > $WHISH (-12%) [@whoiswhish] > $BASEDD (-16%) [@SUPERBASEDD] I mean, what else can I say other than props to @nomoreangelwave. She is relentless in her pursuit of content and it is paying off. Gainzy continues to climb as the main character of the CT FYP overcoming incumbent Rasmr. Basedd house gives back of some its insane gains from the Season 2 announcement and Toly reply while holders await the next Mike Dudas stream. ___________________________________ 💬Closing Thoughts💬 In general, I don't think that Alon would be saying things like "hold and believe season" and "the lion doubles down" if he didn't have anything planned. A week or so ago we saw a leak regarding some changes to the fee structure for @pumpdotfun which would empower creators by giving them more rewards based on their market cap. The narrative for a while is that Pump doesn't care but it's obvious that they do based on their constant moves towards supporting creators and CTOs. Some traders feel as though they are forgotten but to me it's obvious that the airdrop will inevitably happen and the traders will be rewarded meaningfully. There is a close to zero chance that Alon and team would airdrop peanuts to everyone so stay strong. One of my favorite things that I've seen on the timeline was from @ohbrox this morning where he said "if you can't hold then you won't make it". I tend to agree and plan to continue holding my bags (minus some trimming / reallocating where it makes sense.) I maintain my #TRENCHER, $PUMP, $MDUDAS, $WHISH, $BLOB, $ISEEM, $GOON, $NATE, and #GNZYSTRM positions. I have added a small position in $BOG in respect to the bag workers for this coin. I plan to enter a position in $FLUFFY as well sometime in the near future and am considering a position in $MONKE. I still have a 5x leveraged long on $PUMP at ~.0027 with a liquidation price of .0021 and I also have a 5x leveraged long open on $PENGU. Stay strong mentally and protect your capital where reasonable. Love your favorite panda, Spicy.

Daily Debrief: Pumpfolio (9/4/2025) The Pump Fun flywheel goes brrrrrrrrr as the team has purchased over 12 MILLION dollars worth of $PUMP over the past week. Project Ascend continues to churn as Pump pays out over a million dollars in fees to creators. Read on👇 ___________________________________ 🔼Surgers (>10% gain in MCAP)🔼 Top 3 Gainers: > $SALARY (+38%) [@SALARY_SOL] > $TROLL (+17%) [@trololol_io] Salary holders are apparently making an entire month's salary with the gains that the coin continues to post day-over-day. Troll refuses to give up the battle as they secure the official Trollface IP which went viral on CT yesterday. ___________________________________ ▶️Sleepers (±10% MCAP)◀️ Tokens going at their own pace: > $PUMP (+7%) [@pumpdotfun] > $NEET (+5%) [@neet_sol] > $MASK (+1%) [@thecatwifmask] > $BLOB (+0%) [@blobisbob] > $MICHI (-5%) [@michionsolana] > $MINI (-6%) [N/A] > $FWOG (-6%) [@itsafwog] > $TRENCHER (-7%) [@Trencher_Sol] Pump finally breaks through the ICO sale price once again and reached highs of ~.0045 this morning. Neet continues to draw in normies and crypto natives alike with their marketing of "hot girls like unemployed men"; powerful as it appeals to the soul. Trencher holds strong as all Trenchers do. ___________________________________ 🔽Sinkers (<-10% MCAP)🔽 Top 3 Sinkers: > $ZARD (-55%) [@ZardCapital] > $STREAM (-25%) [@streamdotfun] > $DOLLO (-19%) [@dolloallin] Honorable Mentions: > $BOG (-12%) [@bogeveryone] > $CHILLHOUSE (-13%) [@ChillHouseSOL] > $MONKE (-13%) [@monkesol_] > $TOKABU (-15%) [@TokabuTheSpirit] > $CUPSEY (-15%) [@CupseyToken] > $POOP (-15%) [N/A] > $USDUC (-17%) [@usduc_coin] > $TBC (-18%) [@TBC_on_X] RWAs are still hot but the market has cooled off a little bit. ZARD marks a large loss but is still significantly above where it was just a few days ago. Stream interestingly has dropped a ton for some reason but it could be people rotating into other RWAs instead of streaming and memes. ___________________________________ 📺Creator Capital Markets (Streamers)📺 Attention Grabbers: > $TRENCHES (+13%) [@CryptoTrenches_] Honorable Mentions: > $MITCH (-4%) [N/A] > $WHISH (-1%) [@whoiswhish] > $GNZYSTRM (-4%) [@gainzy222] > $RASMR (-5%) [@rasmr_eth] > $FLUFFY (-5%) [@fluffyonchain] > $KEV (-7%) [@Kevpumpfun] > $NATE (-9%) [@nate_hentosh] > $TRENCH (-14%) [@9trevv] > $BASEDD (-14%) [@SUPERBASEDD] > $MDUDAS (-20%) [@mdudas] > $ISEEM (-21%) [@iseemonei] > $DIDDYBOP (-25%) [@diddyboplive] > $ZESTY (-29%) [@ZestySonicSol] > $RADIO (-34%) [@pumpradiotoken] > $GOON (-35%) [@nevergoon100] Crypto trenches actually takes the top spot as the only gainer over the past 24 hours. It looks a lot like people have rotated away from streamers after the Mitch launch signaled the pico top of creator coins. Gainzy holds tight after the fat finger sell yesterday as people start to realize how it really is a 1 click sell on the app without any confirmation. ___________________________________ 💬Closing Thoughts💬 Even with so many coins in the negative I think we are still in for a very exciting September and even remainder of Q4. Alon and team launching Project Ascend has set the ecosystem up for possible runners whenever the trenches heat back up. In his own words, "trenches will be at all-time highs soon" and based on his performance he's probably right. With so many mini niches taking place right now between RWAs, memes, launchpads, CCM it's best to find what you are most interested in and/or diversify. @traderpow said it best when he outlined his plan to position himself well in each niche and then wait as the tourists get shaken out which is exactly what's happening right now with RWA and CCM (IMHO). I maintain my #TRENCHER, $PUMP, $MDUDAS, $WHISH, $BOG, $ISEEM, $GOON, $KEV, $GNZYSTRM, and $NATE positions. Will be looking to position myself in smaller streamers who have shown commitment to sticking with this; many will be shaken out with the most recent pump and dump. I still have a 5x leveraged long on $PUMP at ~.0027 with a liquidation price of .0021. I still have my 5x leveraged long on $PENGU which I am hesitantly considering adding to. Love your favorite Panda, Spicy.

Daily Debrief: Pumpfolio (09/10/2025) Today is a very somber day due to recent events so I'll keep the update concise. On the Pump Fun side of things the token continues to moon on the back of $PUMP going live on @BinanceUS this morning. Memes chop sideways. Read on👇 ___________________________________ 🔼Surgers (>10% gain in MCAP)🔼 Top 3 Gainers: > $PUMP (+18%) [@pumpdotfun] > $MONKE (+17%) [@monkesol_] > $CUPSEY (+10%) [@CupseyToken] Pump wicked all the way up to ~$6.2B earlier in the day and seems to be settling around $5.5B again before (optimistically) making it's next leg up. Monke catching some love after I bribed sellers to stop selling; all it took was a banana. Cupsey is back on the surger list after a bit of a hiatus. ___________________________________ ▶️Sleepers (±10% MCAP)◀️ Tokens going at their own pace: > $TOKABU (+7%) [@TokabuTheSpirit] > $TBC (+7%) [@TBC_on_X] > $DOLLO (+6%) [@dolloallin] > $MINI (+5%) [N/A] > $NEET (+5%) [@neet_sol] > $MICHI (+5%) [@michionsolana] > $FWOG (+4%) [@itsafwog] > $MASK (+3%) [@thecatwifmask] > $USDUC (+2%) [@usduc_coin] > $TRENCHER (-3%) [@Trencher_Sol] > $HOUSE (-3%) [N/A] > $CHILLHOUSE (-3%) [@ChillHouseSOL] > $TROLL (-3%) [@trololol_io] > $BLOB (-7%) [@blobisbob] > $STREAM (-9%) [@streamdotfun] The spirit of gambling actively spreads vibes amongst the timeline while TBC captures late breaking news. Neet and Dollo regain some momentum while Stream continues to struggle to find support; was unable to find anything responsible for the fall from grace. ___________________________________ 🔽Sinkers (<-10% MCAP)🔽 Top 3 Sinkers: > $BOG (-26%) [@bogeveryone] > $SPARK (-23%) [@sparkboinkboink] > $CLIPPY (-16%) [@ClippyCult] Honorable Mentions: > $ZARD (-14%) [@zardcapital] > $POOP (-13%) [N/A] > $SALARY (-12%) [@SALARY_SOL] > $FINANCE (-12%) [@FinanceCoinSOL] Luckily sinkers are the least of our worries today. Some recent fan favorites like Spark and Clippy record major losses. ___________________________________ 💬Closing Thoughts💬 Not a ton to say today other than that it's been a wild ride with the Charlie Kirk tragedy. Deciding whether or not to even do the daily update today was a challenge but I owe it to myself to keep chasing my goals and stay consistent so that's where I landed. The PumpFun ecosystem is looking fairly healthy as $PUMP runs agressively and captures insane mindshare on CT. It's interesting being so early to a trade where you saw things no one else did and have to refrain from replying to tweets with stuff like "told you so" or "always has been"; victory lapping does nothing but feed the ego. Yesterday I had mentioned that the buyback from @pumpdotfun wasn't the full 99% and hypothesized that there was some sort of trend where every ~2 weeks buybacks were only 77%. Seems to be accurate as today they did over 100% buybacks so I can only speculate they do slightly less buybacks to cover payroll or operating costs. Somber day to release the new Pumpfolio update format but it is what it is. Will be experimenting with the new graphic and will tweak as needed. This will give me a ton more flexibility with including more coins and, hopefully, spotlighting a coin every day that has the biggest gains; may include information like holders, transactions, volume, etc for that in the update but TBD. Creator capital markets will have it's own separate update due to the same reason as above + it makes each update much quicker and provides me with a ton off flexibility on when I want to post each one. I maintain my $PUMP position primarily with the intent to begin to DCA into some of the cult coins that are going through big dips right now. I still have a 5x leveraged long on $PUMP at ~.0027 with a liquidation price of .0021. I still have my 5x leveraged long on $PENGU. Stay safe out there friends. Love your favorite Panda, Spicy.

In less than 24 hours @pumpdotfun has gone from rank #122 to rank #75 on the Apple Store. Things are about to get crazy.

The Daily $PUMP (10/4/2025) Within the past few hours $PUMP sold off alongside many other tokens after yesterday's euphoric rally spearheaded by BTC ATH. Pump Fun (@pumpdotfun) buybacks are still up significantly from just a week ago remains top 10 amongst protocols (fee/rev).

GM Today I learned that the 4 day application limit at @coinbase is a real thing

Everyone is so caught up watching Twitter (X) grind up the App Store rankings that they haven’t noticed @pumpdotfun has quietly ascended from #165 to #110 in 3 days… Pump Fun is about to be an app on everyone’s phone in a month’s time. Study teams that ship.

Tempted to move all my mobile trading over to the @pumpdotfun. With the way things are going I don’t see any reason not to start trading there since I already watch streams, research coins, and get my news from there. Why not use the all in one app?

Daily Debrief: Pumpfolio (9/8/2025) Monday just got a hell of a lot better with @pumpdotfun announcing MEXC Mondays! Every Monday they will partner with @MEXC_Official to list a new Pump Fun eco coin. Remember, the ecosystem includes both Memes AND streams... Read on👇 ___________________________________ 🔼Surgers (>10% gain in MCAP)🔼 Top 3 Gainers: > $TBC (+88%) [@TBC_on_X] > $NEET (+31%) [@neet_sol] > $BOG (+19%) [@bogeveryone] Honorable Mentions: > $ZARD (+19%) [@ZardCapital] > $POOP (+19%) [N/A] > $DOLLO (+16%) [@dolloallin] > $BLOB (+14%) [@blobisbob] > $CHILLHOUSE (+12%) [@ChillHouseSOL] > $MASK (+11%) [@thecatwifmask] > $CUPSEY (+11%) [@CupseyToken] > $TROLL (+11%) [@trololol_io] > $TOKABU (+10%) [@TokabuTheSpirit] My friends over at the Trencher Broadcast Network are finally getting the credit they deserve for constant bangers on the timeline as they become the first listing for MEXC Mondays! The unemployed are equally as happy as NEET BOGs the timeline constantly with insanely attractive women calling everyone to quit their jobs and become a NEET. The spirit of gambling is alive and well. ___________________________________ ▶️Sleepers (±10% MCAP)◀️ Tokens going at their own pace: > $MONKE (+8%) [@monkesol_] > $FWOG (+8%) [@itsafwog] > $USDUC (+6%) [@usduc_coin] > $TRENCHER (+6%) [@Trencher_Sol] > $MINI (+6%) [N/A] > $MICHI (+4%) [@michionsolana] > $PUMP (+4%) [@pumpdotfun] > $SALARY (-9%) [@SALARY_SOL] Monke continues to chop presumably finding some support. Fwog is a bit of a sleeper having constantly been in the sleeper list for basically an entire month; will it break out soon? Pump continues to look insanely strong as there is no sign that buybacks will stop soon and with the team constantly shipping (surprised we haven't seen a @aeyakovenko QRT with "🛳️🛳️🛳️" lately for Pump; soon? ___________________________________ 🔽Sinkers (<-10% MCAP)🔽 Top 3 Sinkers: > $STREAM (-25%) [@streamdotfun] Going to be honest, not sure what to make of this recent crash by Stream. I still think that they widgets are super valuable so the only thing I can think of is that there were a ton of speculative buyers that Pump was going to acquire them. Going to do more research bc the team seems nice and competent. ___________________________________ 📺Creator Capital Markets (Streamers)📺 Attention Grabbers: > $RADIO (+30%) [@pumpradiotoken] > $BASEDD (+17%) [@SUPERBASEDD] > $NATE (+13%) [@nate_hentosh] Honorable Mentions: > $ISEEM (+10%) [@iseemonei] > $MDUDAS (+8%) [@mdudas] > $GNZYSTRM (+6%) [@gainzy222] > $WHISH (+4%) [@whoiswhish] > $TRENCH (+3%) [@9trevv] > $ZESTY (+2%) [@ZestySonicSol] > $GOON (+1%) [@nevergoon100] > $RASMR (+0%) [@rasmr_eth] > $FLUFFY (-3%) [@fluffyonchain] > $DIDDYBOP (-7%) [@diddyboplive] > $TRENCHES (-7%) [@CryptoTrenches_] > $MITCH (-18%) [@N/A] Radio catches a nice bounce off the bottom and the Basedd house is primed and ready for season 2. Nate and Iseem finally catching some love as season 1 Basedd house creators. Gnzystrm showing some life after bouncing off of !.%M. ___________________________________ 💬Closing Thoughts💬 Not to glaze or anything but Pump Fun is really running an ecosystem masterclass right now. The latest announcement that they're going to work with MEXC to list Pump Fun ecosystem coins every Monday is an absolute banger. It gives more and more validity to the concept of a Pumpfolio. It also gives teams something to work towards and a nice in with an exchange to help boost visibility for their communities. The fun thing each week is going to be speculating on which tokens will get listed next and I have my own ideas on which are probably on the shortlist (cough cough @grizzle_art + trencher). In the meantime I continue to stay glued to the $PUMP chart as it shows no sign of slowing down with unique wallets (holders) increasing and a large daily bump in wallets holding 10M+ tokens. Between Hype and Pump it feels a lot like buybacks may not be a dumb idea. They seem to align the token to the product; mutually beneficial relationship where if the product does well then so does the token. That said, I really hope we don't start to see teams do buybacks right out the gate before generating revenue because that's a recipe for failure and we've seen it a couple times in recent past with launchpads; you NEED some revenue to hire / build / ship / etc. Outside of the above, I think that Creator Capital Markets are still extremely undervalued. We have streamer houses like Basedd House launching their 2nd season and bringing on a ton of new creators. This compounded with a bunch of web 2 creators coming over to stream on Pump is a really good sign. Reading between the lines, I think that Pump will work with MEXC to list all ecosystem coins INCLUDING creator coins. Starting to speculate on who they would want the first creator coin on MEXC to be and I think it comes down to: -Rasmr -Gainzy -Mitch Each come with their own baggage but I think they're the most likely unless they pull an audible and go with Basedd House since it's a conglomerate vs. an individual; will monitor. I maintain my $PUMP, $WHISH, $BOG, $ISEEM, $GOON, $KEV, $GNZYSTRM, $FLUFFY, and $NATE positions. I will be adding back to my Trencher position in the very near future; thesis never changed I just became hyper illiquid. I will also be adding some smaller streamer coins to the port soon. I still have a 5x leveraged long on $PUMP at ~.0027 with a liquidation price of .0021. I still have my 5x leveraged long on $PENGU. Love your favorite Panda, Spicy.

Daily Debrief: Pumpfolio (9/7/2025) Have you made your monthly salary by trading the Pumpfolio yet? Salary takes the top spot as the only coin to surge over the past 24hrs. Pump continues to guzzle down ~.1% of the circulating supply DAILY + it's ~1/10th hype FDV. Read on 👇 ___________________________________ 🔼Surgers (>10% gain in MCAP)🔼 Top 3 Gainers: > $SALARY (+12%) [@SALARY_SOL) The concept of Salary is pretty funny and complimentary to that of NEET; be unemployed and make what you would've made monthly just by trading the coin. A bunch of coins surged over the past 24 hours but none were able to sustain the pumps. ___________________________________ ▶️Sleepers (±10% MCAP)◀️ Tokens going at their own pace: > $USDUC (+8%) [@usduc_coin] > $MICHI (+2%) [@michionsolana] > $PUMP (+2%) [@pumpdotfun] > $FWOG (0%) [@itsafwog] > $TBC (0%) [@TBC_on_X] > $TOKABU (-1%) [@TokabuTheSpirit] > $NEET (-3%) [@neet_sol] > $CHILLHOUSE (-4%) [@ChillHouseSOL] > $MINI (-5%) [N/A] > $MASK (-6%) [@thecatwifmask] > $TROLL (-6%) [@trololol_io] > $BLOB (-7%) [@blobisbob] > $TRENCHER (-8%) [@Trencher_Sol] > $POOP (-9%) [N/A] The unstable coin is looking incredibly stable especially considering that it's been a low volume weekend. The raiders for that coin are pretty consistent. Pump continues to pump preparing to (hopefully) rip to, and through, the previous ATH during ICO. Troll struggles a bit but still holds ~150M+ MCAP which is healthy by all accounts; shadow and co. seem to still be pushing the narrative. ___________________________________ 🔽Sinkers (<-10% MCAP)🔽 Top 3 Sinkers: > $DOLLO (-26%) [@dolloallin] > $ZARD (-22%) [@ZardCapital] > $MONKE (-20%) [@monkesol_] Honorable Mentions: > $STREAM (-19%) [@streamdotfun] > $BOG (-18%) [@bogeveryone] > $CUPSEY (-10%) [@CupseyToken] Sometimes when you go all in you change your life; sometimes for the better and sometimes for the worse. Dollo coughs back up the massive gains from yesterday alongside Zard. Stream struggles to find support as the speculation of an acquisition quiet down. Whoever is hurting the monke is gonna get hurt by me. ___________________________________ 📺Creator Capital Markets (Streamers)📺 Attention Grabbers: > $BASEDD (+21%) [@SUPERBASEDD] > $FLUFFY (+12%) [@fluffyonchain] Honorable Mentions: > $TRENCH (+4%) [@9trevv] > $WHISH (+4%) [@whoiswhish] > $RASMR (0%) [@rasmr_eth] > $ISEEM (-5%) [@iseemonei] > $NATE (-7%) [@nate_hentosh] > $TRENCHES (-8%) [@CryptoTrenches_] > $GNZYSTRM (-11%) [@gainzy222] > $MITCH (-12%) [N/A] > $ZESTY (-15%) [@ZestySonicSol] > $GOON (-16%) [@nevergoon100] > $MDUDAS (-16%) [@mdudas] > $DIDDYBOP (-17%) [@diddyboplive] > $RADIO (-26%) [@pumpradiotoken] Basedd house is announcing their new members on Monday per my understanding. Speculating on who the new additions will be is going to be a very profitable venture IMO. Fluffly continues to slowly grind up and to the right as his personality captures the hearts and minds of viewers. Some frontrunners like Mitch and Diddybop bleed a little bit as people preserve some capital going into the usual bloody Mondays. Gainzy finds some support around ~1.6M MCAP. ___________________________________ 💬Closing Thoughts💬 Depending on what you're holding this was either a great weekend or a painful weekend as many coins suffer from 1000 papercuts; slow bleeding. We're starting to see some folks across chains invest in the creator capital markets with @jessepollak buying some creator coins alongside the most recent addition, Zack Brenner (@zjbrenner, token trading @opensea.) When you have notable employees / leaders / founders from other chains buying creator coins on Pump you can be certain that there is pretty strong confluence that CCM is the future. Everyone is betting on whether or not that will be streaming or tokenizing tweets or any of the other forms of creating that are popping up on CT. Ultimately I take this as a good sign that we are headed in the right direction and invested in the right areas to see some nice profits in Q4. The main challenge is that during times where volume is low we all tend to focus on "catalysts" to move our coins vs. organic price action & bag working. Instead of waiting for the next Glass Full Foundation buy or the next banner to be posted by @pumpdotfun try spending some time: 1) Identifying which bags you resonate with the most 2) Figuring out where the community is and how they support the coins 3) Participating in some way or another to support that coin People typically get rinsed waiting and waiting for a catalyst while sitting on their hands expecting others to bag work for them. An example is $GNZYSTRM. I think that post fat finger this is one of the most obvious plays that I've ever seen. I can either wait every day for Gainzy to find some magic catalyst or I can take accountability and do things like liking clips, reply guying, sharing my thesis, etc. Anyway that's enough yapping. Position yourself into your conviction bags, hold, and believe. If that's not your style then sit on your hands and wait for the next obvious play; know your style and know your strengths. I maintain my $PUMP, $WHISH, $BOG, $ISEEM, $GOON, $KEV, $GNZYSTRM, $FLUFFY, and $NATE positions. I cannibalized my TRENCHER position to add meaningful size to my GNZYSTRM position at ~$1.5M MCAP. I will inevitably be buying back into $TRENCHER once this other play materializes. I still have a 5x leveraged long on $PUMP at ~.0027 with a liquidation price of .0021. I still have my 5x leveraged long on $PENGU. Love your favorite Panda, Spicy.

Which ai agent launchpad will reign supreme in the battle for market dominance? Not a fucking clue. Here's what I do know, though. There's one underdog grinding up the ladder and it's probably not even on your trad KOL's radar... Here's my bet for the #1 ai contender👇 ________________________________________________________ 🏇- Spill it, who are you betting on? For me, it's Top Hat (@TopHat_One). Forget cloning GitHub repos, typescript, npnm installs, 2 Sol burns, and all of that shit. Top Hat actually makes launching your own ai agent as easy as ordering yourself enough food to feed a starving village via DoorDash (CC: @gainzy222). In less than 5 minutes anyone can create a fully functional, autonomous AI agent that chats, posts, and engages across platforms like Telegram and Twitter. ZERO CODE, ZERO FRICTION, ZERO COST*. You want to on-board the masses to something? That's how you do it. *The agents are free to create and come loaded with 30 free credits. Once you burn through the credits you can pay to add more. 🎩 - Are you going to drop the token you coward? What you're all actually here for is the ticker and it's $HAT (AxGAbdFtdbj2oNXa4dKqFvwHzgFtW9mFHWmd7vQfpump) The team fair-launched it at the end of October and it's been on an ai fueled roller coaster ever since peaking at $55M 5 days ago and settling at $26.5m at the time of this post (only after making a run to ~40m yesterday). What always gets me bricked is when a token has a deflationary mechanic built in. 10% of every credit purchase, mentioned above, is used to burn $HAT which reduces the supply and theoretically puts more money in your pocket especially with how many agents are being cooked up; covered later in the thread. 🤖 - What makes the ai agent creation special? Top Hat has the majority of functionality that you'd expect from a launchpad with a few gems thrown in there: -Launch a own token with built-in liquidity (.5 Sol) -Customize agent's personalities From pg-13 Disney character to NSFW psychopath -Add to a knowledge base to teach them about your project or style (tailors content) -Deploy across Telegram and Twitter -Automate engagement and interaction for your project (works amazing for memeworthy interactions) 🧮 - Are people using the launchpad? They sure as fuck are. The dune dashboard has all the stats you need but the summary is: -1815 agents launched -64550 telegram messages sent -34395 tweets posted autonomously (bet you've see one and not even known it was Top Hat based) 🐂 - Why are you so bullish on a launchpad? Top Hat is the first launchpad I've used that makes the whole process simple. When I say your grandma could make a bot I genuinely mean it. The team is also responsive on Telegram which I appreciate. My dumb ass asked a million questions and they've answered them all and more I didn't even know I had. They do more than shit post on Twitter and tank their coin's value. TL;DR - Top Hat is a sick ai agent launchpad and you should go check it out for yourself. It's easy, free, and the results are really fucking cool. My plan is to probably launch a quick start guide / thread soon as well as provide the team with some personal feedback on how to make the experience a little more seamless. Disclaimer: I was not compensated in any way for this thread. I also have not bought any tokens to avoid a conflict in interest. This shit is just really fucking cool and I want to talk about it.

20 SOL just in referrals from @VECTORDOTFUN is wild Even better something big is coming soon Join up before you miss it Ref: SpicyNFT

Continuing to DCA into @saios_app. Either this is a generational entry for me or a giant future loss. Either way, I’m taking a chance on some tech. Gn.

Daily Debrief: Pumpfolio (9/4/2025) The Pump Fun flywheel goes brrrrrrrrr as the team has purchased over 12 MILLION dollars worth of $PUMP over the past week. Project Ascend continues to churn as Pump pays out over a million dollars in fees to creators. Read on👇 ___________________________________ 🔼Surgers (>10% gain in MCAP)🔼 Top 3 Gainers: > $SALARY (+38%) [@SALARY_SOL] > $TROLL (+17%) [@trololol_io] Salary holders are apparently making an entire month's salary with the gains that the coin continues to post day-over-day. Troll refuses to give up the battle as they secure the official Trollface IP which went viral on CT yesterday. ___________________________________ ▶️Sleepers (±10% MCAP)◀️ Tokens going at their own pace: > $PUMP (+7%) [@pumpdotfun] > $NEET (+5%) [@neet_sol] > $MASK (+1%) [@thecatwifmask] > $BLOB (+0%) [@blobisbob] > $MICHI (-5%) [@michionsolana] > $MINI (-6%) [N/A] > $FWOG (-6%) [@itsafwog] > $TRENCHER (-7%) [@Trencher_Sol] Pump finally breaks through the ICO sale price once again and reached highs of ~.0045 this morning. Neet continues to draw in normies and crypto natives alike with their marketing of "hot girls like unemployed men"; powerful as it appeals to the soul. Trencher holds strong as all Trenchers do. ___________________________________ 🔽Sinkers (<-10% MCAP)🔽 Top 3 Sinkers: > $ZARD (-55%) [@ZardCapital] > $STREAM (-25%) [@streamdotfun] > $DOLLO (-19%) [@dolloallin] Honorable Mentions: > $BOG (-12%) [@bogeveryone] > $CHILLHOUSE (-13%) [@ChillHouseSOL] > $MONKE (-13%) [@monkesol_] > $TOKABU (-15%) [@TokabuTheSpirit] > $CUPSEY (-15%) [@CupseyToken] > $POOP (-15%) [N/A] > $USDUC (-17%) [@usduc_coin] > $TBC (-18%) [@TBC_on_X] RWAs are still hot but the market has cooled off a little bit. ZARD marks a large loss but is still significantly above where it was just a few days ago. Stream interestingly has dropped a ton for some reason but it could be people rotating into other RWAs instead of streaming and memes. ___________________________________ 📺Creator Capital Markets (Streamers)📺 Attention Grabbers: > $TRENCHES (+13%) [@CryptoTrenches_] Honorable Mentions: > $MITCH (-4%) [N/A] > $WHISH (-1%) [@whoiswhish] > $GNZYSTRM (-4%) [@gainzy222] > $RASMR (-5%) [@rasmr_eth] > $FLUFFY (-5%) [@fluffyonchain] > $KEV (-7%) [@Kevpumpfun] > $NATE (-9%) [@nate_hentosh] > $TRENCH (-14%) [@9trevv] > $BASEDD (-14%) [@SUPERBASEDD] > $MDUDAS (-20%) [@mdudas] > $ISEEM (-21%) [@iseemonei] > $DIDDYBOP (-25%) [@diddyboplive] > $ZESTY (-29%) [@ZestySonicSol] > $RADIO (-34%) [@pumpradiotoken] > $GOON (-35%) [@nevergoon100] Crypto trenches actually takes the top spot as the only gainer over the past 24 hours. It looks a lot like people have rotated away from streamers after the Mitch launch signaled the pico top of creator coins. Gainzy holds tight after the fat finger sell yesterday as people start to realize how it really is a 1 click sell on the app without any confirmation. ___________________________________ 💬Closing Thoughts💬 Even with so many coins in the negative I think we are still in for a very exciting September and even remainder of Q4. Alon and team launching Project Ascend has set the ecosystem up for possible runners whenever the trenches heat back up. In his own words, "trenches will be at all-time highs soon" and based on his performance he's probably right. With so many mini niches taking place right now between RWAs, memes, launchpads, CCM it's best to find what you are most interested in and/or diversify. @traderpow said it best when he outlined his plan to position himself well in each niche and then wait as the tourists get shaken out which is exactly what's happening right now with RWA and CCM (IMHO). I maintain my #TRENCHER, $PUMP, $MDUDAS, $WHISH, $BOG, $ISEEM, $GOON, $KEV, $GNZYSTRM, and $NATE positions. Will be looking to position myself in smaller streamers who have shown commitment to sticking with this; many will be shaken out with the most recent pump and dump. I still have a 5x leveraged long on $PUMP at ~.0027 with a liquidation price of .0021. I still have my 5x leveraged long on $PENGU which I am hesitantly considering adding to. Love your favorite Panda, Spicy.

In less than 24 hours @pumpdotfun has gone from rank #122 to rank #75 on the Apple Store. Things are about to get crazy.

Daily Debrief: Pumpfolio (08/26/2025) The Pumpfolio is currently in the hold and believe mode as memes retrace from their Friday highs. Yesterday's challenge from @a1lon9 was that "the lion doubles down on his bags at a discount". Are you a lion or are you a sheep? Read on 👇 ___________________________________ 🔼Surgers (>10% gain in MCAP)🔼 Top 3 Gainers: > $USDUC with a 12% gain to $33.2M MCAP [@usduc_coin] The unstable coin ironically seems to be one of the most stable coins in the pumpfolio over the past couple of days. Not to be a broken record but might be the power of the @gainzy222 effect. ___________________________________ ▶️Sleepers (±10% MCAP)◀️ Tokens going at their own pace: > $TRENCHER (+0%) [@Trencher_Sol] > $PUMP (+0%) [@pumpdotfun] > $FWOG (-2%) [@itsafwog] > $NEET (-2%) [@neet_sol] > $POOP (-3%) [N/A] > $TBC (-4%) [@TBC_on_X] > $MICHI (-4%) [@michionsolana] > $CHILLHOUSE (-5%) [@ChillHouseSOL] > $MASK (-7%) [@thecatwifmask] > $TROLL (-9%) [@trololol_io] Pump gave many a heart attack last night with it making a new, lower low. Troll, similarly, lost the $200M level but not by much. Trencher is holding around $4M which is inspiring and, as a supporter / bag holder, I am hopeful that it continues to hold. ___________________________________ 🔽Sinkers (<-10% MCAP)🔽 Top 3 Sinkers: > $DOLLO (-23%) [@dolloallin] > $BLOB (-21%) [@blobisbob] > $SALARY (-21%) [@SALARY_SOL] Honorable Mentions: > $CUPSEY (-18%) [@CupseyToken] > $MONKE (-15%) [@monkesol_] > $MINI (-13%) [N/A] > $TOKABU (-12%) [@TokabuTheSpirit] > $BOG (-11%) [@bogeveryone] Looking at the coins daily doesn't always tell the most accurate story as Blob actually made a bit of a comeback a couple days ago and has just retraced the pump. As for the others, they are definitely failing to find support with some coins like Monke slowly crawling closer to their low prior to PumpFun's return on X. Depending on your outlook and risk tolerance there are a handful of potential plays to be made on this list. ___________________________________ 📺Creator Capital Markets (Streamers)📺 Attention Grabbers: > $ZESTY (+51%) [@ZestySonicSol] > $GNZYSTRM (+21%) [@gainzy222] > $NATE (+17%) [@nate_hentosh] Honorable Mentions: > $RASMR (+3%) [@rasmr_eth] > $TRENCH (+1%) [@9trevv] > $DIDDYBOP (+0%) [@diddyboplive] > $ISEEM (-4%) [@iseemonei] > $GOON (-6%) [@nevergoon100] > $FLUFFY (-10%) [@fluffyonchain] > $MDUDAS (-11%) [@mdudas] > $WHISH (-12%) [@whoiswhish] > $BASEDD (-16%) [@SUPERBASEDD] I mean, what else can I say other than props to @nomoreangelwave. She is relentless in her pursuit of content and it is paying off. Gainzy continues to climb as the main character of the CT FYP overcoming incumbent Rasmr. Basedd house gives back of some its insane gains from the Season 2 announcement and Toly reply while holders await the next Mike Dudas stream. ___________________________________ 💬Closing Thoughts💬 In general, I don't think that Alon would be saying things like "hold and believe season" and "the lion doubles down" if he didn't have anything planned. A week or so ago we saw a leak regarding some changes to the fee structure for @pumpdotfun which would empower creators by giving them more rewards based on their market cap. The narrative for a while is that Pump doesn't care but it's obvious that they do based on their constant moves towards supporting creators and CTOs. Some traders feel as though they are forgotten but to me it's obvious that the airdrop will inevitably happen and the traders will be rewarded meaningfully. There is a close to zero chance that Alon and team would airdrop peanuts to everyone so stay strong. One of my favorite things that I've seen on the timeline was from @ohbrox this morning where he said "if you can't hold then you won't make it". I tend to agree and plan to continue holding my bags (minus some trimming / reallocating where it makes sense.) I maintain my #TRENCHER, $PUMP, $MDUDAS, $WHISH, $BLOB, $ISEEM, $GOON, $NATE, and #GNZYSTRM positions. I have added a small position in $BOG in respect to the bag workers for this coin. I plan to enter a position in $FLUFFY as well sometime in the near future and am considering a position in $MONKE. I still have a 5x leveraged long on $PUMP at ~.0027 with a liquidation price of .0021 and I also have a 5x leveraged long open on $PENGU. Stay strong mentally and protect your capital where reasonable. Love your favorite panda, Spicy.

Daily Debrief: Pumpfolio (09/10/2025) Today is a very somber day due to recent events so I'll keep the update concise. On the Pump Fun side of things the token continues to moon on the back of $PUMP going live on @BinanceUS this morning. Memes chop sideways. Read on👇 ___________________________________ 🔼Surgers (>10% gain in MCAP)🔼 Top 3 Gainers: > $PUMP (+18%) [@pumpdotfun] > $MONKE (+17%) [@monkesol_] > $CUPSEY (+10%) [@CupseyToken] Pump wicked all the way up to ~$6.2B earlier in the day and seems to be settling around $5.5B again before (optimistically) making it's next leg up. Monke catching some love after I bribed sellers to stop selling; all it took was a banana. Cupsey is back on the surger list after a bit of a hiatus. ___________________________________ ▶️Sleepers (±10% MCAP)◀️ Tokens going at their own pace: > $TOKABU (+7%) [@TokabuTheSpirit] > $TBC (+7%) [@TBC_on_X] > $DOLLO (+6%) [@dolloallin] > $MINI (+5%) [N/A] > $NEET (+5%) [@neet_sol] > $MICHI (+5%) [@michionsolana] > $FWOG (+4%) [@itsafwog] > $MASK (+3%) [@thecatwifmask] > $USDUC (+2%) [@usduc_coin] > $TRENCHER (-3%) [@Trencher_Sol] > $HOUSE (-3%) [N/A] > $CHILLHOUSE (-3%) [@ChillHouseSOL] > $TROLL (-3%) [@trololol_io] > $BLOB (-7%) [@blobisbob] > $STREAM (-9%) [@streamdotfun] The spirit of gambling actively spreads vibes amongst the timeline while TBC captures late breaking news. Neet and Dollo regain some momentum while Stream continues to struggle to find support; was unable to find anything responsible for the fall from grace. ___________________________________ 🔽Sinkers (<-10% MCAP)🔽 Top 3 Sinkers: > $BOG (-26%) [@bogeveryone] > $SPARK (-23%) [@sparkboinkboink] > $CLIPPY (-16%) [@ClippyCult] Honorable Mentions: > $ZARD (-14%) [@zardcapital] > $POOP (-13%) [N/A] > $SALARY (-12%) [@SALARY_SOL] > $FINANCE (-12%) [@FinanceCoinSOL] Luckily sinkers are the least of our worries today. Some recent fan favorites like Spark and Clippy record major losses. ___________________________________ 💬Closing Thoughts💬 Not a ton to say today other than that it's been a wild ride with the Charlie Kirk tragedy. Deciding whether or not to even do the daily update today was a challenge but I owe it to myself to keep chasing my goals and stay consistent so that's where I landed. The PumpFun ecosystem is looking fairly healthy as $PUMP runs agressively and captures insane mindshare on CT. It's interesting being so early to a trade where you saw things no one else did and have to refrain from replying to tweets with stuff like "told you so" or "always has been"; victory lapping does nothing but feed the ego. Yesterday I had mentioned that the buyback from @pumpdotfun wasn't the full 99% and hypothesized that there was some sort of trend where every ~2 weeks buybacks were only 77%. Seems to be accurate as today they did over 100% buybacks so I can only speculate they do slightly less buybacks to cover payroll or operating costs. Somber day to release the new Pumpfolio update format but it is what it is. Will be experimenting with the new graphic and will tweak as needed. This will give me a ton more flexibility with including more coins and, hopefully, spotlighting a coin every day that has the biggest gains; may include information like holders, transactions, volume, etc for that in the update but TBD. Creator capital markets will have it's own separate update due to the same reason as above + it makes each update much quicker and provides me with a ton off flexibility on when I want to post each one. I maintain my $PUMP position primarily with the intent to begin to DCA into some of the cult coins that are going through big dips right now. I still have a 5x leveraged long on $PUMP at ~.0027 with a liquidation price of .0021. I still have my 5x leveraged long on $PENGU. Stay safe out there friends. Love your favorite Panda, Spicy.

GM Today I learned that the 4 day application limit at @coinbase is a real thing