Consider the Pudgy Penguins-themed memecoin PAX as a high-potential buy while its market cap remains under $1 million. For a more established memecoin trade, look into Troll (TROLL) with the potential to revisit its previous highs, using Wojak (WOJAK) as a related beta play. Watch for the upcoming token launch of Shadow App, a Solana privacy project with a public team and a live product, which presents a more fundamental investment. To get in early on another project, join the community for Riff Capital (RIV) to apply for its whitelist and a potential airdrop before its launch. Finally, it is strongly advised to avoid or sell Zcash (ZEC), as it is viewed as a failing project likely headed towards zero.

Memecoins (General Theme)

• The speaker is extremely bullish on memecoins, stating that the "memecoin season is only getting started."
• He believes the primary reason to invest in memecoins is to make money.
• The overall market interest in memecoins is increasing, with trading volume on CoinMarketCap having gone up 50% in the last 30 days.
• Even older, less popular memecoins like Dogwifhat (WIF) and Ponke (PONKE) have seen significant gains (15% and 77% respectively in the last week), indicating broad strength in the sector.

Takeaways

• The podcast suggests a strong, ongoing interest in the memecoin sector, presenting it as a high-risk, high-reward opportunity for profit.
• The speaker advises focusing on the current "meta" or trend within memecoins rather than coins that are no longer popular.
• A key strategy mentioned is to take out your initial investment after a 2x or 3x gain. This allows you to be "risk-free" and let the remaining "house money" ride, protecting your capital from the high volatility and risk of ruin in memecoin trading.

PAX

• PAX is a new memecoin on the Solana network that the speaker is actively accumulating. He first bought it at a $200k market cap, and at the time of the podcast, it was at $570k, which he still considers "incredibly cheap."
• Narrative: The coin is based on the lore of the famous NFT collection, Pudgy Penguins. PAX is the name of the main male penguin character, which the speaker believes is a very strong narrative.
• He compares it to Polly, the female character's coin, which ran to a $2 million market cap. The speaker believes PAX has more potential since it's the "main character" and face of the brand.
• Bullish Signs:
  • Market cap is still below $1 million.
  • The team is active and recently paid for a 100x Dex Booster to increase visibility.
  • There is growing activity from influencers (KOLs) on social media.

Takeaways

• PAX is presented as an early-stage, high-potential memecoin play based on the strong brand recognition of Pudgy Penguins.
• The investment thesis is that if a secondary character's coin (Polly) could reach a $2 million market cap, the main character's coin (PAX) could go significantly higher.
• This is a high-risk, narrative-driven play. The low market cap offers potential for high returns but also carries substantial risk.

Remus

• Remus is another high-risk memecoin the speaker is very bullish on. He is already up 5x on his investment, having entered with his private group at an $18k - $19k market cap.
• Narrative: The coin is a tribute to a legendary crypto trader, also named Remus, who famously turned a $370 investment in White Whale into $1.3 million.
• The speaker's strategy involves the community engaging with the real trader Remus on social media to get him to acknowledge or interact with the coin. He believes this interaction would cause the coin's value to surge into the "millions."

Takeaways

• Remus is a "creator economy" or influencer-based memecoin play. Its success is heavily dependent on capturing the attention of the trader it's named after.
• This is categorized as a "very high risk play." Investors should be aware that its value could plummet if the narrative fails to gain traction or if the trader does not interact.
• The potential for high returns is tied directly to the success of this social media-driven strategy.

Shadow App

• Shadow App is a new infrastructure project building a privacy layer on the Solana blockchain. The speaker interviewed the development team and is "incredibly bullish."
• Core Function: The project aims to provide privacy for on-chain transactions, with a specific focus on shielding the strategies of AI agents that operate on the blockchain. This prevents competitors from copying their trading or business logic.
• Ecosystem: They are building a full suite of products, including:
  • Private swaps and transfers.
  • A dark pool prediction market.
  • A quantum-encrypted wallet (already live on the Chrome store).
• The project's token had not yet launched at the time of the podcast, with the Token Generation Event (TGE) planned for the following Monday.

Takeaways

• Shadow App is presented as a serious, long-term investment opportunity in the growing "privacy" and "AI" narratives on Solana, rather than a short-term memecoin trade.
• The fact that the team is doxxed (publicly known) and has a working product before the token launch is highlighted as a major sign of legitimacy.
• Investors interested in the Solana ecosystem and the privacy sector may want to watch for the official token launch announcement on the project's social media channels.

Legacy & OG Memecoins

• White Whale: This coin was a massive runner, reaching nearly a $200 million market cap. The speaker warns against buying it now, calling it "full retardation" due to the poor risk-to-reward ratio at such a high valuation.
• Blue Whale: Mentioned as a successful "beta play" (a related, smaller coin) to White Whale. The speaker called this coin publicly, and it produced a 120x return. He is now out of this position.
• Troll (TROLL): An "OG meme" that previously reached a $260 million market cap. The speaker believes it has the potential to return to its previous highs.
• Wojak (WOJAK): Another "OG meme" with a $24 million market cap. The speaker views it as a potential "beta play" to Troll.
• Pepe (PEPE): A major, well-known memecoin. The speaker is bullish and expects it to deliver "a few X's" in a bull market. He notes it's a safer bet for larger capital but won't provide the explosive 20x-30x returns of smaller coins.
• Momo (MOMO): A coin that previously had a huge run. It is currently at a $5 million market cap, down significantly from its $43 million high. The speaker believes the chart is "signaling a revival" and notes its strong community, but still considers it a risky play.

Takeaways

• For massive runners like White Whale, the speaker suggests the best opportunity has passed and recommends looking for related "beta plays" instead.
• OG memecoins like Troll and Pepe are presented as potentially more stable (for memecoins) investments that could perform well in a broad market rally, but with lower return potential than new, low-cap coins.
• Coins in a "revival" phase like Momo offer a high-risk, high-reward opportunity, as you are betting on a comeback after a significant price drop.

Other Investment Opportunities

• Pikc.ai: A sponsored project combining AI with sports prediction markets. The project was holding a presale on Pink Sale. The speaker noted that while past performance is not a guarantee, his personal experience with such presales has been profitable. The team being fully doxxed was mentioned as a positive factor.
• Riff Capital (RIV): Another sponsored project launching "very soon." The team is doxxed and has been building for over two years. The speaker advised listeners to join the project's communities and apply for the whitelist to be eligible for a potential airdrop and get in early on the launch.
• Zcash (ZEC): The speaker expressed a very bearish view on Zcash. He argues it is not a true privacy coin because its privacy features are optional (unlike Monero). Citing the departure of the core team, he expects the coin's value to eventually go to zero after a potential "dead cat bounce."