🥛 The rotation game 🔄

Welcome to the 11th version of the Degen PRO Report.

Oh boy, degen.

What the hell is even going on right now?

A few weeks ago it felt like we were flying after that Fed meeting - now it feels like the market’s running out of gas.

This is exactly why we play defense in the trenches. Outside of long-term holds, every ticker has an expiry date, and it usually comes sooner than you want.

Capital is king, and the only way to survive is to stay sharp and never turn your back on this market.

Let’s get to it.

🧠 VIBECHECK

Majors are still choppy, but the Binance meta has fully taken over.

Most people seem shocked by the perp race and $ASTER’s insane run, but honestly we shouldn’t be - a fresh meta always comes along, and this one feels like it’s sticking longer than the flash-in-the-pan rotations we’ve seen lately.

On top of that, we’ve got new ideas like Punk Strategy and its related tokens going absolutely wild, moving like a $100M project despite sitting closer to $11M when Deeze first explained it on the show.

There’s still alpha in other corners (Pump streams, random niche plays), but two things are obvious right now:

The market wants fresh tickers and new ideas.
The rotation is real.

Binance season probably sticks around for a bit - some big guns are probably lining up to launch there. But if history tells us anything, another meta will be right around the corner.

📚 WEEKLY RESEARCH

The Base airdrop

As I flagged in last week’s Q4 airdrops guide, the potential $BASE token is a prime target - but it may be messy to earn a high allocation.

With 17M+ wallets, standing out is near impossible unless you’re a power user across the ecosystem.

So here’s my simplified plan:

Use the Base Mobile App (for something, idk what yet).
Reactivate my Farcaster and post daily.
Launch a token on Zora (with a disclaimer that I’m not building anything).
Pick a few apps like Aerodrome or Avantis and go deep.

I’m not grinding every hoop. This could just as easily end up a months-long points campaign anyway.

If you want something more extensive, follow this game plan from Bigray.

Binance daily launches

$BNB above $1,000 combined with $ASTER’s momentum has sparked a frenzy. This week we saw $STBL, $HEMI, and $RIVER all take off and all backed by big names.

The alpha right now? Track YZi Labs. They are a VC fund that spun out of Binance and have backed Aster, Hemi, and even Ethena. I’m glued to their posts and founder Ella Zhang’s feed.

Here’s a good thought piece from Grail on this meta.

Source: @graildoteth

💼 DEGEN TRADES

Spot trades

🟢 $STBL: Bought + sold. I tracked from $0.20 to $0.45 before buying. Nearly made it a PRO Signal call after they announced buybacks, but huge October unlocks made me cautious. Dropped it in Discord chat instead - some may have tailed
🟢 $DEGENC: Bought. I love this one as a utility play and I’ve been chatting with their founder for a little while. The tool shows you what tickers have been mentioned by KOLs, and the PnL on those tweets. It's a micro-cap at $400, but I grabbed 1M tokens for access. Only worth it if you trench-hunt daily.

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

Already a Degen PRO or PRO All Access member? Log in here.