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$$Fly-001

2RSbZYTw…rVA2pump · called 8/25/2026, 8:18:22 PM

Re-read this now
the call

SCALE IN

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

$FLY-001 is quiet: coil 0.04, 13.1% of float trapped above.

conviction
43%
re-check in 36 min
what happenedincorrect$0.0₄9670 → $0.0₄8529-11.8% edge

the reasoning, as recorded at the time

  • No coordinated insider cluster detected in the resolved holder set.
  • Coiled supply 3.5% vs trapped supply 13.1% — most of the float is underwater and will not sell into weakness; that is structural support.
  • Velocity of realization is +0.32 — profitable holders are actively converting to cash.
  • Trapdoor at $0.0000932: the largest block of in-profit supply goes breakeven there. Below it, paper gains become a stampede.
  • Ceiling at $0.000110: trapped bags get whole at that level and will sell into the first touch.

ladder given

23% at $0.000110 · 29% at $0.000126 · 20% at $0.000160 · 28% runs · hard stop $9.04e-5 (-6%).

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