🥛 The memes are ready to send 🚀

Dear Degen Pro,

Welcome. You made it.

I’ve been scheming this weekly edition for months - the Degen Pro Report - and now it’s finally here.

(ICYMI: We’re switching up the newsletter schedule: Degen PRO Reports on Fridays and the regular newsletter every Monday and Wednesday.)

Think of these PRO Reports as my private trading confessional.

A place where I spill the alpha, the Ls, the wins I pretend were intentional, and the weird rabbit holes I keep falling down.

Each week, I’ll drop my unfiltered trade diary straight into your lap, raw and fully exposed.

Here’s what you’ll get in every PRO Report:

• 🧠 VibeCheck: the market mood, decoded

• 📚 Weekly Research: deep dives into the weirdest, wildest stuff I found

• 💼 Degen Trades: my personal trades, from glorious pumps to shameful rugs

• 🔭 Next on My Radar: the things I’m stalking next

No filters. No fluff. Just my plays, thoughts, and maybe a few regrets along the way.

Let’s dive in.

🧠 VIBECHECK

This week’s been a weird one.

All eyes were on the Pump Fun TGE, and while it was a significant launch, it wasn’t the massive catalyst many expected. Volume was mid — never dropped below $5B, never broke out above $7B — and now we’re just chopping sideways. Even with the team injecting a massive $30M buyback, it couldn’t break out or spark real volatility.

Call it what it is: underwhelming.

This was supposed to be a defining launch of the bull. Instead, it felt like a fizzle — especially for Solana, which needed a win.

That said, the vibe on the degen street is still strong. Meme coins are hitting new highs. Projects like $REKT are finally delivering, $PENGU is back, and the middle-tier memes are starting to cook. With the $PUMP liquidity drain out of the way, the market feels lighter. People want to rotate, they want to push new bags, and they definitely want to take profits.

We’re entering a phase of aggressive, fast-moving rotations.

You can feel it. Whales are moving funds on the daily. Traders are getting itchy. The profit button is flashing green.

All eyes are on the ETH breakout and degen sentiment feels like it’s about to accelerate.

📚 WEEKLY RESEARCH

This week I’ve been diving into some new market primitives - Time and Opinions.

1/ TimeFun

Imagine tokenized Cameo: creators mint “minutes” that you can buy to access group chats, calls, or streams - and these minutes trade freely with market caps and all. 

Reasons I’m curious:

• Ansem ($2.3M cap) streamed on the platform last week.

• It’s backed by the full Solana ecosystem

• Minutes are tradable, meaning access = asset

Right now, I’m actively watching for more creators to ape into, and finding more ways to get positioned.

2/ OpinionsFun

This one just wrapped its V1 beta test, and is reloading for a V2 (so there’s nothing on the site right now, except a Yap campaign). The core mechanic: you can tokenize a hot take and let the market trade “Agree” or “Disagree” tokens (similar to Polymarket).

Example: Tokenize a narrative like “Crypto no longer has cycles”, and the market gets to bet on whether that take will age well.

Downside: no curation (yet), so expect some junk. But the upside for signal-driven narratives is massive. I’d love to see which opinions get the most volume.

🚨 DEGEN TRADES

LG has an active week!

Spot trades: