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$PROXY

ZqXb9qfo…vMhHpump · called 8/25/2026, 7:18:21 PM

Re-read this now
the call

SCALE IN

Coil is low and flow is not distributing. Build in tranches, not all at once.

PROXY is quiet: coil 0.00, 15.1% of float trapped above.

conviction
40%
re-check in 44 min
what happenedincorrect$0.0₃1742 → $0.0₄6237-64.2% edge

the reasoning, as recorded at the time

  • No coordinated insider cluster detected in the resolved holder set.
  • Coiled supply 5.3% vs trapped supply 15.1% — most of the float is underwater and will not sell into weakness; that is structural support.
  • Velocity of realization is flat (-0.05) — no decisive flow in either direction.
  • Trapdoor at $0.000141: the largest block of in-profit supply goes breakeven there. Below it, paper gains become a stampede.
  • Ceiling at $0.000216: trapped bags get whole at that level and will sell into the first touch.

ladder given

21% at $0.000216 · 29% at $0.000259 · 20% at $0.000457 · 30% runs · hard stop $0.000137 (-21%).

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