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$aoc

3gjBts3Y…eUEGov1B · called 8/25/2026, 7:18:23 PM

Re-read this now
the call

SCALE IN

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

AOC is quiet: coil 0.00, 56.4% of float trapped above.

conviction
43%
re-check in 41 min
what happenedincorrect$0.0₃2889 → $0.0₃1716-40.6% edge

the reasoning, as recorded at the time

  • No coordinated insider cluster detected in the resolved holder set.
  • Coiled supply 0.0% vs trapped supply 56.4% — most of the float is underwater and will not sell into weakness; that is structural support.
  • Velocity of realization is +0.17 — profitable holders are actively converting to cash.
  • Ceiling at $0.000470: trapped bags get whole at that level and will sell into the first touch.

ladder given

21% at $0.000470 · 29% at $0.000527 · 20% at $0.000780 · 30% runs · hard stop $0.000159 (-45%).

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