$豹拉
4mxp6WN2…yWGBpump · called 8/26/2026, 2:00:32 AM
the call
SCALE IN
Coil is low and flow is not distributing. Build in tranches, not all at once.
豹拉 is quiet: coil 0.10, 0.0% of float trapped above.
conviction
31%
re-check in 44 min
the reasoning, as recorded at the time
- No coordinated insider cluster detected in the resolved holder set.
- Coiled supply 14.1% vs trapped supply 0.0% — more of the float is sitting in profit than is stuck underwater, so rallies get sold.
- Velocity of realization is flat (0.04) — no decisive flow in either direction.
- Trapdoor at $0.000161: the largest block of in-profit supply goes breakeven there. Below it, paper gains become a stampede.
ladder given
26% at $0.000243 · 29% at $0.000261 · 19% at $0.000292 · 26% runs · hard stop $0.000195 (-15%).
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