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$Wassie

77JTvYcb…VsAkpump · called 8/25/2026, 11:19:01 PM

Re-read this now
the call

SCALE IN

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

WASSIE is quiet: coil 0.00, 43.8% of float trapped above.

conviction
41%
re-check in 14 min

the reasoning, as recorded at the time

  • No coordinated insider cluster detected in the resolved holder set.
  • Coiled supply 0.5% vs trapped supply 43.8% — most of the float is underwater and will not sell into weakness; that is structural support.
  • Velocity of realization is flat (-0.08) — no decisive flow in either direction.
  • Trapdoor at $0.0000814: the largest block of in-profit supply goes breakeven there. Below it, paper gains become a stampede.
  • Ceiling at $0.000137: trapped bags get whole at that level and will sell into the first touch.

ladder given

21% at $0.000137 · 29% at $0.000191 · 20% at $0.000250 · 30% runs · hard stop $7.90e-5 (-22%).

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