Ternoa narxiCAPS

RT @thedailydegenhq: The Daily Degen - Thursday, July 31st, 2025 Checkers, Caps, Fins, Raises, Macro, Videos, + New Projects! Shout-out t…

Launchpads have been a huge topic for the past 6 months, especially since BONK flipped PUMP and then recently, Kaito added their Capital Launchpads as well I missed it, but Metaplex also announced their own version of launching tokens (no, not a launchpad lol) and it's cool asf For those of you that don't know, Metaplex's tech is how basically every onchain thing that you use on Solana, from NFTs to tokens, exists So projects can use Genesis instead of it being their OWN launchpad, they give others the option to add their tech to theirs So, BONK/PUMP/Believe/Random Protocol could integrate Metaplex tech and launch their token in specific ways with it, like: - Vesting contracts - Geo-blocking/wallet-gating - Priced caps/allowlists - Launch pools with anti-sniping So the main differences from Believe/BONK/PUMP are: - Tech stack can be hosted/integrated anywhere with permission - Used for more official launches that need presales/vesting/etc - 50% of rev goes to MPLX buybacks If you're a "serious" company looking to launch a token, using their stack to launch a token (even on your own site) could be a good move to avoid snipers/bundling/bad vibes (this tweet is powered by Metaplex)

altseason is a sequence: btc → eth → large caps → small caps. we’re moving into phase 2.

5/ Looking at market caps for new tokens launched within a 7d window, market caps of new tokens are down from February highs. Most attention has moved to BonkFun and Zora instead of Pumpfun.

Use this Prompt if you want to spot and identify high potential low-cap on-chain coins; or feel stuck in the trenches. “Please ask me 5 specific questions that uncover what’s blocking my trenches workflow (signal sources, tooling, narrative/meta breaker identifier, psychology) and what I should change. After I answer each question, give me one actionable insight I can implement immediately. When all answers are in, draft a personalised plan with precise daily actions (scans to run, wallets to track, position‑sizing, risk caps, post‑trade reviews).” - - - - - What if vibe coding was replicated in trading where users give loose, conversational instructions to the trading AI (an LLM writes almost all the code) - the user mostly “vibes,” accepts suggestions of trades/tokens to ape, tests quickly and repeat the process. Bringing the ethos of vibe coding to markets --> “vibe trading” • Users state their intent in plain language --> Ask  the LLM “What’s the hottest @solana meme right now?” “Bridge max $3k and set a 20 % trailing stop.” • LLM auto-writes & rewrites code --> LLM surfaces sentiment signals, builds orders, sizes risk, and orders transactions • Codebase + tests --> Test on‑chain mempools, viral tickers, X/Twitter velocity, Telegram mentions • Feedback loop (deploy > observe ‑> tell AI to tweak strats) --> Execution > PnL > natural‑language “fix my exposure” or “lock 30 % profit after XXX mc.” Vibe trading: basically buying and selling tokens primarily on social momentum, instinct, and meme flow - aided by the use of AI and LLMs that turns simple language into executable trades - - - - - Why this narrative matters now • (Quality) attention is all that matters: price is a meme before it’s a model → In the trenches, social velocity and memetic virality often determines the first 5‑20x before fundamentals catch up • LLMs have crossed the uncanny valley: They can now read CT slang, on‑chain flows, even emoji sarcasm in real time • Friction to execution is collapsing: Chat‑first order routers and embedded DEXs mean the gap between “I feel a vibe” and “I’m in the trade” is measured in seconds - - - - - Think @elfa_ai could stand a good chance to become the categorical leader of this vertical, since manually tracking feeds is overwhelming and slow. Elfa is able to ingest all these social + on-chain data and surfaces only actionable signals. Short recap on Elfa: A real-time social listening platform to trade smarter that allows users to track trends, verify traders' reputation, get daily summaries and aggregate information on Twitter on their AI bot. For an average trenchor, their workflow looks something like this: • Check the vibes across Twitter, Telegram and Discord • Scan on-chain metrics, wallet trackers and charts • Decide on a ticker they deem has potential, open an exchange platform • Assess price action • Decide to long and portfolio size - - - - - Why Elfa is on my radar Been using @elfa_ai in my workflow recently, because their tools and dashboards (esp their AI bot, more on that later) surfaces the kind of real‑time signals I need TLDR • Post TGE vibe check: Distinguishes themselves from other platforms to serve traders who care about what is gaining traction AFTER teams launched a token (determine sizing potential and duration to hold tokens) • Time‑to‑signal speed: The “Mindshare” board refreshes in real time, showing which tokens are climbing or fading every minute. That granularity is tailor‑made for memes where minutes matter • Reputation‑aware signal filters: Every tweet is scored by an account’s historical PnL, so you know if a call is alpha or you are being used for EL • One interface from idea to order: they baked in a multi‑chain DEX rail directly into the dashboard for easy swaps • Elfa Insights: surfaces catalysts and daily summaries of tokens and trends that dominate CT mindshare • Elfa AI: an AI bot trained to understand CT sentiment, and the broader crypto market. Users prompt the bot and it instantly responds to trading questions, using a mix of on-chain data, protocol fundamentals, and CT sentiment (in a summarised format). Found this bot to be very useful to summarise catalysts for a specific token, I think this will be integrated into Elfa’s own terminal as well Risks associated with Elfa • “Garbage‑in, garbage‑out” signal risk: In an era of cabals, coordinated shills and bundles, the meme flows are easy to game and all these can spoof sentiment and ruin Elfa’s algo (wrong calls + hallucinations) • Incumbents: Big analytics players or exchanges can easily replicate vibe‑trading features and bundle them into existing user bases and wallets due to the warchest they have --> Elfa becomes a feature, not a platform on its own • PMF: data platforms that are token gated / subscription basis often find it hard to scale and achieve high rev; even launching a token is sometimes detrimental. They need to add on more (speculative/novel) features and bake in more gamification (+ speculation) aspects to get more users and grow their mindshare - - - - - For vibe trading, the moment that social data + wallet/on-chain flow + execution rails collapse into a single interface, the edge then moves from who can scrape the fastest to who can act the fastest with the least mental load (think how many times you faded the meme only to see it 50x). Elfa pairs speed (real‑time mindshare and sentiment analysis), accuracy (reputation‑weighted sentiment), and seamless execution (built‑in trading rail) with an on‑chain data repository and a personalized Elfa AI bot. Adhering to the fat application thesis, owning the end‑to‑end stack is exactly what “vibe traders” need in their arsenal of tools. Bottom line: Elfa’s real moat will come from how quickly their LLM can learn at the same pace that markets/tokens mutate; if it does, Elfa becomes the reflexive tool traders reach for the instant there is a meta breaker or new narrative. Friend of the team but a happy daily user too! @elfa_ai @hypetris_ @shu_bit_ @sIipstream11