Greeny said he actually took a LOSS on FONE yesterday — he missed the reaccumulation phase down low — and the token then 'rocketed' to $30M market cap with 22,000 holders and $81M in 24-hour volume, which he partly credits for the broader on-chain pullback. He flagged the candle extremes ('as of 20 minutes to an hour ago'), i.e. a blown-off run he does not chase from here. Not owned; watched from the side after a miss.
PONS reached a new high at a $147M market cap (150M cited later) over the past couple of days. Greeny called it one of his worst fumbles in crypto history — he was in and is no longer in, having de-risked at break-even this morning. He also flagged the CTO drama around it: Slinger (as-transcribed 'Sling or') is publicly trying to take over the token with the artist Marcello's blessing, but the CTO is not complete — Pump.fun still has to hand over keys. Greeny: 'a recipe for things going up, but also a recipe for disaster.' Extremely risky play, not a recommendation.
In the same quick scan, Greeny noted 'AI Craig' is absolutely thriving — pegged to Nvidia, on the back of RWA narratives being shilled by Vlad (as-transcribed 'Vlad') and in index. He admits he held this bag for ages and never expected it to get pushed. Curious whether Ansem ends up another top signal here, after being the local top on Stonk Broker — which pulled back ~60%.
Craig's Kitchen covered the most-hyped NFT mint in ages: a 10,000-piece designer collectible collection minting at 0.03 ETH via public raffle. At discussion time: 71,500 entries × 0.03 × ~$2,500 = ~$5.36M pledged with 24h to enter, oversubscribed 955% (a ~1-in-10 win chance, headed toward ~5% by close). Multi-sig signers include OKQuitter and Simple Farmer (as-transcribed 'OX Quitter' / 'Simple Farmer'), which Greeny called about as trustworthy as you can get; dev-geolocation FUD was dismissed. Top-100 raffle buyers get a physical collectible, and Greeny projected the top 100 threshold reaches ~10 ETH. Not financial advice; both hosts were considering entering. Greeny noted he couldn't even get a whitelist — they are NOT sponsored by Blockies.
Founder CCM (Counter Culture Media) joined from Hawaii with a choppy connection to explain City of Stonks: a 3,333-piece dynamic NFT collection whose art engine builds a pixel city from YOUR wallet — what you own, how much you trade, how spread out your assets are. No rarity, unrevealed metadata, keys unlock the city engine on the website. 6551 backpack wallets enable future airdrops and an agentic PFP play. Already live: an arcade cabinet with 7 games (~20,000 runs, 187 hours of play). Mint targets Saturday (before NFT NYC, where the founder is running a guerrilla marketing campaign). Free key giveaway on the show: Greeny got a guaranteed key — chat had to complete engagement tasks and an audit ran after stream.
Greeny traded the CYBERLEAK breakout yesterday (inverse head-and-shoulders at the 0.786 fib) and it dumped immediately — he closed down ~$600. The Netflix doco preview 'blew all those crap leaks out of the water', negating the thesis. Price broke the 0.886 fib and is down ~90%; Greeny's rule: down 90% can go down another 90%. He sold at 11.8M market cap after entering around 13M, when it broke his structure — and it's down another ~75% since. Min (as-transcribed 'Minz') remains convicted on the GTA6-ecosystem thesis; Greeny and Craig both argued time-based meme coins usually don't work out.
Juggernauts is 'running it back' to a $10M cap while Mike and Fonky (as-transcribed 'Fonky') publicly battled over whether it's a shit meme — Greeny noted Toad (as-transcribed 'Mike's toad meme') hasn't recovered from its own run. Bass is 'cooking a little bit' — an AI blue-chip that ran to $10M over the last week as Jesse and Kobe start trying to play beta to Robinhood Chain. Greeny's read: competition in the trenches is healthy.
The second half was a trading-lesson segment. Greeny on CYBERLEAK as the template: bought at ~13M, scaled out at 11.8M when structure broke, now down another ~75%. Craig mirrored it: cut trades the last two days, and 'if you're gonna start clicking buttons, you have to start using your invalidation levels.' Greeny's law: as soon as you share an unrealized P&L card you are euphoric — take money off the table. He cited his mate who left $270K on the table round-tripping a meme coin, and Min's case (down from $600K unrealized to ~$69K P&L, still convicted): 'he became the coin — if he sells, it was over.' Min sold at $13M and it went to $20M, but the behavior changed. Greeny contrasted his own book: swing-trading higher-cap tokens with size vs '10K shitties' gambling.
Greeny closed the show with his P&L: up ~10-12 grand on the week, up 30 grand on the month (USD) — 'almost 400 grand' annualized if repeated, per the banter. He also took a rug overnight on a 'D-gen RWA play over on Robinhood Jane' — woke up down $1,000, his first rug in a long time. He framed more rugs as a sign of exhaustion in the space. His stance: family in town, sleep-deprived, so today is a 'stop clicking buttons' day. Craig: waiting for setups to present themselves rather than chasing.