🥛 PRO | Holding bags or holding ammo? 💰

Welcome to the sixth edition of the Degen PRO Report.

Disclaimer: I wrote this earlier today before everything popped upwards. Lets hope for a very bullish weekend on all our tokens!

What a weird week, huh?

ETH teased a new ATH then fumbled, and the market can’t decide if this is a real retrace or just pre-pump chop. Forget Alt Season - it’s Volatility Season.

In moments like this, my thesis gets tested. Some coins underperform, others surprise. But the one constant? Community.

The Degen PRO Discord has been clutch - keeping me accountable, pushing me to double down when conviction is real, or admit when it’s time to cut bait.

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Now, the big theme on my mind right now: Opportunity Cost.

Am I wasting time (and capital) sitting in chop? Would I be better off stacking dry powder for the next capitulation? If October really is the month for the next leg up, do I want to spend the next month holding bags… or holding ammo?

These are the convos we’re having in the PRO group chat and PRO AMAs. That’s the edge in times like this.

🧠 VIBECHECK

Choppy vibes across the board.

Majors can’t pick a direction, and everyone’s waiting on Jackson Hole comments.

Solana memes got rugged midweek with Kanye’s “token” sucking liquidity (lol extraction event). And with September historically a down month, I’m seeing a lot of capital-preservation mode out there.

So I’m looking to consolidate positions, buy into strength, and make sure I’ve got my powder ready for whatever happens next.

I also think the market is thirsty for a new narrative, something that can really take over the timeline for a good quarter - more on that below.

📚 WEEKLY RESEARCH

The next runners on Base

Base has been the best trade of the month.

With the Base App launch + the DEX integration, every legit team and project got a bid.

There were so many good runners in the infra and Virtuals space, and I’ve been eyeing two more as potential purchases:

$FLAY (Flaunch) - PumpFun with anti-sniping, $23M cap
$TRUE (TrueMarkets) - prediction market on Base (but it’s a crowded field)

But here’s the catch: shakeouts usually end metas. A few weeks ago, a Jesse Pollak nod could 5x something overnight. That juice feels watered down.

$CAESAR: A new AI on Solana

Caesar came in hot as one of the most hyped AI terminals we’ve seen, and I almost FOMO’d the top. Thankfully I didn’t, because it’s cooled off and settled near $20M. For something that supposedly outscored every competitor on the Humanity test, that feels like a pretty low base.

Names like S4mmy and Dith are openly bullish, and the project even touts backing from Google and Meta, which sets it apart from the usual copy-paste AI coins.

The only real drawback is the chain choice - AI tokens on Solana historically lose steam fast since traders rotate quicker than on Base. If this same project had launched there, I think it would already be in the $75M-$100M range.

For now, it’s worth watching. If it proves traction, this could be one of the few AI tokens on Solana that actually sticks.

💼 DEGEN TRADES

Spot trades

$HYPE: Bought at $42, and despite a better entry yesterday, this thing is in a consolidation zone before the psychological $50 breakout. I also staked, lent, borrowed, and LP’d for max airdrop farming on HyperEVM. Full strat in the Discord.
$BSX: A small loss for me, as I DOMO’d into this one. BSX is a perps exchange on Base that rocketed from $5M -> $17M, before slowly retracing and finding a bottom around $6M. I checked out the product and felt like it needed more development before gaining adoption or challenging Avantis.

Uh-oh, the rest of this report is for Degen PRO and All Access Members only.

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