$Joguman
6hekwc4i…W1n7pump · called 8/26/2026, 7:06:46 AM
the call
SCALE IN
Coil is low and flow is not distributing. Build in tranches, not all at once.
JOGUMAN is quiet: coil 0.09, 0.8% of float trapped above.
conviction
31%
re-check in 6 min
the reasoning, as recorded at the time
- No coordinated insider cluster detected in the resolved holder set.
- Coiled supply 13.5% vs trapped supply 0.8% — more of the float is sitting in profit than is stuck underwater, so rallies get sold.
- Velocity of realization is flat (-0.05) — no decisive flow in either direction.
- Trapdoor at $0.000148: the largest block of in-profit supply goes breakeven there. Below it, paper gains become a stampede.
- Ceiling at $0.000172: trapped bags get whole at that level and will sell into the first touch.
ladder given
25% at $0.000172 · 29% at $0.000253 · 20% at $0.000348 · 26% runs · hard stop $0.000144 (-9%).
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