$K-HOME
EUB1eZBt…x5yjpump · called 8/26/2026, 3:06:46 PM
the call
SCALE IN
Coil is low and flow is not distributing. Build in tranches, not all at once.
K-HOME is quiet: coil 0.03, 15.4% of float trapped above.
conviction
41%
re-check in 40 min
the reasoning, as recorded at the time
- No coordinated insider cluster detected in the resolved holder set.
- Coiled supply 7.8% vs trapped supply 15.4% — most of the float is underwater and will not sell into weakness; that is structural support.
- Velocity of realization is +0.17 — profitable holders are actively converting to cash.
- Trapdoor at $0.0000467: the largest block of in-profit supply goes breakeven there. Below it, paper gains become a stampede.
- Ceiling at $0.0000800: trapped bags get whole at that level and will sell into the first touch.
ladder given
22% at $8.00e-5 · 29% at $0.000112 · 20% at $0.000151 · 29% runs · hard stop $4.53e-5 (-37%).
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