i want to be clear that the above are all short-term trades

i'm still holding all of those positions since memecoin momentum seem to be super strong right now

when i close, a good chunk of my profit gets rotated into $USELESS in anticipation for the move to multi-billions

i feel underexposed to USELESS

i don’t think i’ve disclosed how much $LIT i got airdropped yet

~137,000 $LIT, which equates to a little over $400,000 at current prices (i took the attached screenshot on Dec 31 when prices were much lower)

this was despite being super late to Lighter and having an army of people basically attacking me for farming the protocol 'super late'

maybe i could have gotten orders of magnitude more points and airdrop if i had started farming it in the first few weeks, but $400k isn’t something to balk at and i’ll happily take it

i mean, i literally got liquidated for eight figures on 10/10, so every cent counts now, right? 😅

jokes apart though, this is why i’ve been emphasizing signing up and farming Nado super early for a while now. you’d be surprised at how much of a difference a few weeks can make here

i’m also hearing that alpha is going to close soon for Nado, so i strongly recommend anyone who’s even remotely interested in farming this to get in before alpha closes and points get further diluted

you can only get in with an invite code or ref link, but i’ve got you if you’re interested in signing up:

https://app.nado.xyz?join=hKSmQI8

to those messaging me about not being able to join Nado through the above link:

invites got used up! (again)

i'm working to get more and will update as soon as that's done

one of my major short-term bear case just got invalidated btw:

https://x.com/zoomerfied/status/2008648274228482535

the MSTR removal from the MSCI index was originally supposed to resolve by mid January and could have caused up to $9 billion in outflows

big deal IMO!

Binance just announced a spot listing of Binance Life and $ZKP

Binance Life is a BNB chain memecoin (~$130m at time of listing) while $ZKP is apparently some privacy crypto stuff (sub $30m at time of listing)

everyone is talking about Binance Life due to it being the first Chinese ticker Binance will list, a BNB chain memecoin, etc

but for me the real trade is ZKP since it fits the currently hot privacy market cap and is getting listed on Binance sub $30m market cap

i haven't really looked into the project and i can't really be bothered to look into it tbh

but my thesis is that if it was listed sub $30m market cap alongside a memecoin above $130m market cap when privacy is the meta, then it could be good for a good scalp long at least... it should get a bit of a push from the Binance listing pump

if it's good enough to list by Binance sub $30m, there is probably a trade in there

my entry here is around $0.143

i'll be rotating most of my profits from this into $USELESS to compound my USELESS position

NOTE: this is just me journaling my trade, whin or loss, etc. not asking you to copy kek

it looks like memecoins are gearing up for the next leg up

i think it will become clear in hindsight that $USELESS is a good bid here

rotflmao 😂😅

yeah that's exactly what we've been trying to say

BWENEWS: FED'S KASHKARI: CRYPTO 'BASICALLY USELESS' FOR CONSUMERS - RTRS

方程式新闻: 美联储卡什卡利：加密货币对消费者“基本上没用” - 路透社

(Auto match could be wrong, 自动匹配可能不准确)
————————————
2026-01-15 01:37:59

Lighter opened withdrawals for $LIT today

it got listed on Robinhood, Coinbase, and Bybit

yet it was down almost 20% at some point today despite all of that

everyone is hating on it on X and in group chats and calling it a scam coin that won't stop dumping

idk but that looks like capitulation to me

i opened a fresh long today because i like the R/R here

maybe i just like pain, or maybe i'm longing the bottom

i guess we'll find out soon enough

i should have longed more $LIT at the lows

now i feel underexposed 😅

anyway, still holding my current position and observing... but i think it's crazy undersold here despite the fundamentals and recent good news i.e.

- listings on Robinhood/Coinbase/Bybit/etc
- has the most perps DEX mindshare after Hyperliquid, while HYPE is trading at ~16x more valuation
- it's had relentless sell pressure since TGE + FUD combo, which is understandable since they airdropped a lot of tokens, so no real price discovery has happened

anyway, i think it remains an interesting trade so i'm holding for higher

i'll consider adding more if it dips below my entry

as far as degen stuff goes

BIBI (i.e. the Binance mascot) on BNB chain is one i have on my radar

i want to be clear: i've mostly bought a decent amount of supply over the past few weeks, with my average entry being mostly around $4m market cap

this is also a short-term trade for me, with good chunks of profits to be rotated into $USELESS

i have been observing and waiting for a pullback to buy more because i want more exposure, but for whatever reason it seems to be pumping out of blue today

i figured i should document this in my journal and highlight why i'm buying some:

1. it initially got a push from Binance insiders, as well as multiple active engagements from key Binance channels, which fueled the original run to $14m market cap
2. volume has been consistently strong despite seemingly zero catalyst or anyone actively pushing it, which is often a sign that *something* is coming
3. it has an interesting chart that shows active and ongoing accumulation
4. Binance has shown a clear and consistent pattern of pushing BNB chain memecoins that has to do with 'Binance', especially if they show a modicum of life for a sustained enough period of time, and i think BIBI fits the bill here

a good example of the above is the 'Binance Life' vs '$4' memecoin: i think 4 is an arguably better narrative, plus it had much better global reception during the initial BNB szn wave, but for some reason the Binance folks have consistently pushed and favored Binance Life... and i think that's sort of consistent with how they approach memes and narratives
5. CZ has publicly said the Chinese name of his book is tentatively titled 'Binance Life'. according to him, the book should be live in a few weeks

i think the book launch likely becomes a catalyst for the Binance Life memecoin (i'm currently not holding), but also fuels a sort of BNB szn depending on general market conditions, and i think BIBI as the 'Binance mascot' is going to get a lot of attention and bids as a result with everything centered around 'Binance'

anyway, this is a short-term trade that i could close at anytime... and i'll still be on the lookout for entries sub $4m if i get it, but i think this has decent upside to ATH and beyond in the not-so-distant future

i mentioned a few times earlier in the month that i expect a major flush sometimes in January before the real move in Feb - March

i think this flush in underway as we speak

i don't know how long it will last or how aggressively it will be... but i think it is likely to resolve soon and then we get some pretty good rallies, especially in memecoins

admittedly, i did get somewhat carried away with the earlier memecoin move and expected them to go a bit higher before pullback... but it looks like the pullback was destined to happen sooner

the good news is that many of the memecoins that moved the most aggressively are back around the levels they were at prior to the early January move

for many who thought they were dead prior to that move, only to see them pump 100% or so all of a sudden, here's another opportunity to size in at the lows before the real move

it goes without saying that $USELESS is an obvious favorite for me as far as memecoins go, and i think its going to become very clear why im extraordinarily bullish on this when memecoins make their next move

anyway, i expect some initial disbelief when the next move start for memecoins... then some very aggressive parabolas

fingers crossed

$USELESS has consistently acted as the fastest horse every time the crypto market turns risk on

we saw a glimpse of this early this month when it suddenly pumped 100%+ in days and outperformed every other established memecoin after everyone declared it 'dead'

that was just a test pump IMO

i think things should get very exciting for memecoins soon, and i expect USELESS to once again lead