Solana touched roughly $110 overnight and is back under $100 — sitting exactly on the previous highs where price was rejected in March and May. Greeny: if it doesn't bounce here, it breaks back into the bearish range, which is distribution and 'pretty bearish'; the bounce-or-break call sits on the 100/200 EMAs, with the failure path targeting the February lows near $78. 'The next couple of weeks, maybe even days, are so important' — and a big reason he doesn't want $40K sitting in on-chain memecoins right now. He'd want to buy the dip if it comes, without stating levels publicly.
Both PONS and CASHCAT printed new all-time highs overnight — 'this is the Pons chart now,' Greeny said, 'even that's starting to slow down a little bit, even though revenue is absolutely thriving.' He later revisited PONS at the ATH: heavy shorts keep building, 'but that's what people thought with PONS too — the rev and the buyback are so strong it keeps pushing higher'; the open question is whether it's consolidating or exhausting. PONS passing $400M (AI ~$300M) is what shifted him from pure rotation trading into the buy-and-hold experiment he later unwound. OSF reportedly still holds his big PONS winner — $1.338M open P&L from a ~$30K entry, initial size out back in the $100-200M range. Greeny also corrected yesterday's claim: FOMO's 'most held' list is volume-ranked, not holder-ranked — CASHCAT has ~40K on-platform holders vs ~21K for both PONS and AI.
MANSA broke structure and Greeny sold his morning buy ('I bought some hoping for a reclaim of support — this looks pretty bearish; once you break structure and underside-retest, it usually continues lower'). He calls it a pivot out of utility tokens: MANSA, YARD and the STONKBROKER complex are cooling while non-utility memes (TENDIES' overnight ATH, a Juggernaut run, Noxa-era coins) take the bid. The distribution math is the bear case: MANSA volume ~$1.1M and fees ~$6,243/day versus Jupiter at hundreds of millions — Craig's NFT weETH rewards paid 'eight cents since the start,' while his daily MANSA-token rewards halved from ~$500 to ~$250 as the market cap dropped. YARD sits at 2.6 on thin volume; Craig cut it and can re-enter on a bounce.
Greeny sold his entire OTC position — his second-best FOMO trade ever — because the dev started bull-posting low-cap memes and deleted a tweet: 'plenty of people can scale a project from zero to one million, or one to five million — not many can scale five million to a hundred million.' He banked ~$3,300 of a ~$10K peak and called the exit sloppy but necessary. Late in the show he was back to watching it: 'we could be setting up here for another breakout... this is a chart I don't mind — I might have to buy back in.' The cautionary sibling: G-PRO, the first launch on the OTC platform (Solana), is now 'literally at zero' — Greeny lost $500-600, too early at a ~$300K cap, and calls it proof of why he sells when a dev's behavior turns.
PONS at $400M and AI at $300M tempted Greeny into buy-and-hold on OTC, REDACTED and DELTA — a $30K unrealized peak he says he left ~$10K of behind by holding 'what if this is the next PONS?' DELTA was up $10K for him and he walked away with ~$3,300: the FUD ('it hasn't built its own AMM — it's a Uniswap wrapper') dumped it from ~$30M toward $15M, and 'fundamentals and sentiment ruin the technicals.' REDACTED taught the stop lesson — Craig cut near the ~$350K pico bottom after it broke $1M, where the real invalidation was ('the place to cut was about a mil — five times higher than mine'); Greeny banked ~$6K there. His line for the episode: 'invalidation is more important than taking profit.'
A chart shared on stream from chat member Pablo: 95.52% of FOMO traders are at a loss, only 4.48% profitable — and most of that profit is under $100; roughly $2K all-time profit puts you near the platform's top 2,000 traders. Greeny's own stats: $41,924 all-time and ~$30K over the past 30 days ('I'm not even inside the top thousand'), with $10K pulled off-platform and NET staked. The structural gripe that drove his de-risk: FOMO still has no stop-loss or take-profit orders, so he had to manually cut ~$30K overnight ('if I could set a stop I could go to bed'); Pump Fun just added Solana stop-limit orders, and he expects FOMO to accelerate its own. Also on the platform: Wizards of Soho earned ~$19K in creator fees in under a week on top of ~$60K/yr from X, and both hosts flagged Australian finfluencer regulation as the reason they avoid 'calls' language.
Nasdaq-listed FAMI — ~20-32 cents and warned after trading below $1 for 30 sessions — jumped 71% on ~$139M of volume (~16x its daily average) after on-chain degens spotted 'JinQian' ('money mushroom') in FAMI's own filings and launched a tokenized-FAMI pair against it. Greeny reads it as 'maybe the cleanest tokenized equity attention loop so far' — the meme hasn't saved the listing yet (it must hold above $1 for 10 consecutive sessions), and the traffic spiked Robinhood gas fees (a $35 hit on one transaction). The counter-examples were on his screen too: Mars Coin down ~20% after a Binance perps listing rejected its prior high ('every time I see a perps listing I feel like it's gonna dump'), Chinese Cow back to ~$74M and down ~50%, and Index tagging a ~$50M ATH — a breakout Greeny calls 'my perfect setup' that he fumbled by being over-allocated elsewhere.
Craig's segment flagged Blockies ('with a K'), a 10K-supply collectible that hit an ATH around a 420 floor and pulled back to ~250 ahead of reveal. The structure: 200 rare pieces across two eras — 'Far Future' and 'Forgotten' — with a free two-level reveal, and rares already clearing $1,800-2,000 on secondary. TMA, one of the best-known NFT traders, is an advisor — 'he has a way with projects he's bullish on' — and the team is collaborating with CoinGecko, Arbitrum and KuCoin on custom collectibles. Neither host holds any: the usual pattern is a dump after reveal, then a bottom if the project ships; the 10K supply is the stated risk. Verdict: observe what happens post-reveal, don't chase the pre-reveal floor.
Greeny shared the compound chart: $1K in Bitcoin from September 2011 is ~$7.9M today, Nvidia ~$700K, Tesla ~$260K, Apple ~$26K, the S&P 500 ~$8.1K (7-8x) and gold a 'cheeky 2x.' Craig's counter — the timeline is survivorship and nobody buys that exact moment; a 2021-peak Bitcoin buyer's cost basis was ~$65K and waited years. Greeny's actual philosophy sits between the camps: 'I try and swing trade it — time it while being in it as long as I can for the meat of the move,' and he notes currency debasement inflates every nominal number on the chart.