Out of 3000 meme coins, this one is the best

5 years in the trenches before they were event called the trench. This is the coin I believe has the highest chance to Join Pepe Mog SPX to the bill dollar club.

For years, I was the crazy one buying “dead coins”. I was told meme coins were scams…

You see I see memes differently than everybody else, that’s why I wrote the thesis in here years before Murad and others started reading my stuff and built their own thesis with my building blocks.

Memes are an evolutive asset class. They haven’t understood where it’s going so I’ll clarify.

The chosen memes, the top ones will become CURRENCIES. Because it’s linked to what the world will be then, few can entertain the concept. But it is what it is.

Therefore my investment long term is 1- Long term and 2- assets with extreme potential for growth.

So they fit a very specific set of criteria I may share one day.

Until then, realise I’ve had 9 coins make my top tier.

9 coins.

Out of 3000 meme coins, I’ve reviewed or bought and sold over 5 years…

9 coins. and I’ll give you my number 1 coin right now.

Being the best, in meme coins, doesn’t mean being the best.

Highest Mcap is not the best. You want to buy the “Best” asset like Pepe at 4bil and hope to make 2x5x.

Great you bought the “best”

No, the best is the BEST RISK RETURN profile. The average gain or the eV (expected value, poker frens will know) of the asset you buy.

And at number 1 position, the best RR, in my ULTRA selective list of memes with a LONG term potential and Billion Mcap + potential is …

JOE COIN on ETH.

The yellow Emoji man. 60m mcap.

60m to 1bil 1.5bill is an insane return profile. Will it make it there? My AI model says so. Not your average AI model, I’ve fed it very specific bit of my proprietary sequences and cycle work. Nothing is guaranteed.

(This substack is my diary, one of the few real OG memecoins veterans, pretty much writing the memecoin thesis and investing all my time and money into them. DYOR, NFA)

This summer 1.5bil it says. OK, we’ll see.

The good news is when a token is such a RARE token, it can be held multicycle and held COMFY.

You see, some people want BTC in cold storage. I want the top memes in cold storage.

I’ll explain everything soon.

Ryoshi wrote the initial thesis in his blog. I’m the son. There is nobody in between, and it’ll be clear.

Newcomers of the past few years, have done a great job like Murad. But we all know, they re reading this and read the rest before it started clicking.

It’s easy to spot when you say in interview you deep dived into the meme scene and then kinda repeat the concepts almost word for word.

https://x.com/ztrader369/status/1883257031316193745

And it’s OK. My job is to share my vision and let it flow.

ANYWAYS…

JOE’s similarities to Billion dollar Mcap tokens can be explained in a dozens of points, or you can check the market, it’s done the work for you and synthesized everything into what’s called a price :)

OH THAT’S NEAT.

Yeah, you see, nothing beats EVERYBODY pricing IN EVERYTHING, and sharing their results with you.

I’ve studied markets for 30 years now. Trust me on that one.

Markets give you the best alpha there is; You gotta understand what they are first.

Birthing the thesis

I’ve helped write the thesis on Joe.

I’m not a dev. Not a whale. But I was the only one with one admin. At the lows.

Literally me. and one community admin. We’re were sub 1m mcap.

And I knew then the same thing I knew now about the BRAND.

Joe is a unique opportunity that will never happen again.

A meme coin that leverages a community made IP free BRAND that 95% of all humans on the planet used and loved (and still love to use).

The yellow Smiley face.

https://x.com/ztrader369/status/1845622285962768840

The modern invention required by digital communications.

I won’t go too deep into brand and marketing, but not only this insane meme, the biggest meme created BY HUMANITY.

It’s known more than ANY LETTERS.

Because in China or India, the yellow smiley face, means Happy, like it means happy to you,.

I meant happy, joy and fun also across time. It meant that in the 90s and it means that now, on youtube videos, tiktoks, chats everywhere, digital whatsapps conversations.

The fact it’s called JOE is not the focus.

The value comes from the yellow Smiley face.

The cues are as powerful as Coke, red color, and association to joy (because of the sugar hit, marketing people will understand the leap here…)

When you see 100bil value of the BRAND equity it comes from me, because I’d estimate the Yellow Smiley Face brand equity is at least of equal value as coca cola… which is estimated at 100 billions.

So follow me, everything else equal to all other tokens, the brand alone being leveraged is worth 100bils of brand love, awareness, instant recognition….

The value of a project, is usually far more than its brand equity alone… Not 60 mils.

The good news, is everything else, is actually BETTER than 99.9% of meme coins I’ve seen over the years.

Other people are posting their thesis on Joe too.

We agree on almost everything.

https://x.com/thisguy0x/status/1892633486483181934

And that’s the crazy thing, because Joe is literally the biggest meme EVER INVENTED IN HUMAN HISTORY.

EVERYBODY INSTANTLY GETS WHY IT SHOULD BE THE BIGGEST MEME COIN. EVER.

This is the actual core of the thesis.

The biggest meme will have the biggest meme coin.

That means bigger than DOGE, it means 100 bils+ next cycle.

It means an asset trading at 1, 10, 100s dollar PER JOE.

Trading like a normal crypto.

Because memes are normal crypto, they will be those coins people trade, like HYPE or DEFI, or L1s or L2s.

They’ll psychologically trade at those kind of numbers.

The big ones, the VERY few chosen ones like $joe.

But I’m not going to spoil my model for the incoming cycles.

ANYWAYS…

https://x.com/ztrader369/status/1893784864882667661

This is a point I’ve been hammering home for a long time, that guy Vitamul is the dev. A very bright, young and wealthy man with a vision for his meme coin to be the biggest one.

NOW that ALONE is worth a ton. It’s very rare.

Most meme coins fail because their concepts cant survive the poor dev or greedy dev, dumping his early tokens.

Joe has not only a concept that’s the biggest concept leveraged in meme coin history. BUT it has arguably one of the best devs in the whole space.

RARE. Starts to make sense why it’s my number 1 pick out of THOUSANDS?

The meme is so powerful, and known and used by everybody it is a ticking time bomb.

When Elon posts this? And Elon is DEEP into meme coins, and his entourage is DEEP into meme coins. You think he doesn’t know?

Remember, plausible deniability is the name of the game. If you have a big following, you can not shill a coin directly, Celebs did that, like Kim K, and others and all got sued.

Every parameter that matters, Joe is world class and elite. Look at the type of holders.

That’s right. All diamond hands.

WHY?

BECAUSE THE THESIS HITS YOU IN THE FACE.

The Yellow smiley face is the BIGGEST MEME IN HUMAN HISTORY and THEREFORE, THE BIGGEST MEME COIN.

It’s the BITCOIN of MEME COINS.

The one everybody can agree on, because EVERY SINGLE PERSON has seen, used, loved the emojis. And they instantly get why it should be the biggest meme coin in the world.

This is the actual thesis.

The BIGGEST meme ever invented in HUMAN HISTORY, WILL BE, the biggest MEMECOIN in History.

So obviously, people are not selling at 50m mcap or 100m.

And since EVERYBODY gets it, NOBODY is selling.

Grok thinks it hits 1 bill soon and fully understand the yellow smiley face is more known than any other memes in the meme coin industry.

Anything that could rival JOE is in fact, a coca cola, a google, type of brand, which is fully owned, and protected, as well as not really memeable. and questionably loved…

There is simply no second best. This thesis is an outlier. I’ve never seen this before and If I think about it, I can’t really see anything with a thesis of that MAGNITUDE.

The community fully gets it. This is a nice summary of the thesis.

The beautiful thing when I see this is that I can see what I contributed to the thesis in the early days, and I can see what people ADDED.

The community is EXTREMELY strong and intelligent. It’s the kind of people you want in the core OGs who scooped heavy between 1m and 20m.

Go to X, type “$joe” and see what comes up.

You’ll be surprised. Extreme strength. Extreme conviction and you’ll see ONE thing missing.

No MAJOR shillers.

That’s right it hasn’t even started.

Now, we know for a fact, some of those, already have bags, and they can reveal themselves when they want.

The reality is Joe overperformance to everything else right now, has put it on the map of ANYBODY who’s anything in crypto.

We’re not seeing people buying 110k USD clips of Joe without a good reason.

…

No need to make it longer than it needs to be.

All the details are here.

https://dexscreener.com/ethereum/0x704ad8d95c12d7fea531738faa94402725acb035

I can’t guarantee I’ll ever find another Joe.

But if you want to ride this cycle with me, be there when Im talking about it at a few Mils mcap. or 10m mcap and explaining what I think before anybody else, you should join the premium substack to get access to the premium TG. Literally only legends and chads in there, who know what I do and how long I’ve bene doing this successfully.

ANYWAYS…

Take care

PS: I have another coin I’d consider number 1 too. Ex-Aequo/ joint 1st if you will.

pepe/nz