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AJC joins after running his public FOMO account to nearly $3 million in thirty days, almost all of it unrealized, off a $PONS position he opened at a $4 million cap right after an 80% single day nuke. He lays out the horseshoe theory of launching tokens, why launchpads stay permanently underpriced while capital chases institutions, and why both Pump and $PONS can win if the onchain pie keeps growing.
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Stocks, crypto, politics, culture, and the great financialization of everything. Threadguy is live every weekday from New York with analysis, commentary, and interviews with leading figures across…
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