$SEYONGPARK
39fNg98h…KdDZpump · called 8/26/2026, 8:36:47 AM
the call
SCALE IN
Coil is low and flow is not distributing. Build in tranches, not all at once.
SEYONGPARK is quiet: coil 0.23, 1.7% of float trapped above.
conviction
20%
re-check in 44 min
the reasoning, as recorded at the time
- No coordinated insider cluster detected in the resolved holder set.
- Coiled supply 35.5% vs trapped supply 1.7% — more of the float is sitting in profit than is stuck underwater, so rallies get sold.
- Velocity of realization is flat (-0.03) — no decisive flow in either direction.
- Trapdoor at $0.000261: the largest block of in-profit supply goes breakeven there. Below it, paper gains become a stampede.
- Ceiling at $0.000457: trapped bags get whole at that level and will sell into the first touch.
ladder given
32% at $0.000457 · 29% at $0.000698 · 19% at $0.000954 · 20% runs · hard stop $0.000254 (-43%).
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