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$croakie

3u2sWMJT…13L9pump · called 8/25/2026, 11:35:30 PM

Re-read this now
the call

SCALE IN

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

CROAKIE is quiet: coil 0.00, 14.4% of float trapped above.

conviction
39%
re-check in 6 min

the reasoning, as recorded at the time

  • No coordinated insider cluster detected in the resolved holder set.
  • Coiled supply 1.0% vs trapped supply 14.4% — 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 $0.000105: the largest block of in-profit supply goes breakeven there. Below it, paper gains become a stampede.
  • Ceiling at $0.000114: trapped bags get whole at that level and will sell into the first touch.

ladder given

21% at $0.000139 · 29% at $0.000209 · 20% at $0.000312 · 30% runs · hard stop $0.000102 (-4%).

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