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$MARPO

CsVBNQij…X6wTpump · called 8/26/2026, 12:06:46 PM

Re-read this now
the call

SCALE IN

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

MARPO is quiet: coil 0.19, 0.0% of float trapped above.

conviction
41%
re-check in 3 min

the reasoning, as recorded at the time

  • No coordinated insider cluster detected in the resolved holder set.
  • Coiled supply 28.4% 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 -0.79 — flow is accumulating, not distributing.
  • Trapdoor at $0.000118: the largest block of in-profit supply goes breakeven there. Below it, paper gains become a stampede.

ladder given

30% at $0.000304 · 29% at $0.000397 · 19% at $0.000558 · 22% runs · hard stop $0.000129 (-45%).

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