KITAB DEGEN V2026

*Just a guidebook and reminder for myself

Previous version: *https://five-jaw-2d8.notion.site/b54d3c62202f4ddfb3c067dc6b203a92?v=1d2f2bdf660f806db01c000c5b123173

Why read this book?

If you bought memecoins because you followed "great influencers" and got stuck without understanding why, this book is for you.

If your goal is just to find Contract Addresses (CA), close this article now.

This book stands on three pillars:

1. Onchain heated up since the era of $ANSEM.
2. Launchpads are getting wild: You can pair tokens with anything; all launchpads compete for attention.
3. Social trading is growing: FOMO thesis, pump callouts, commissions, and personal branding onchain.

Three people serve as main references in this book:

• @Ponyin — learn the kitchen, not just look at the final result.
• @zachvierrr — example of a very open $ZCAT thesis where the process was verified.
• @bevanpramudt — example of how trenching isn't just "playing memes," but a job requiring consistency.

INTRODUCTION

The 2024 cycle made two illusions bigger.

First: The fastest entry always JP (Jackpot). Second: PnL screenshots = proof that someone is good.

Actually, these are still relevant. The difference is, now everything is much easier to see. Public wallets, theses written on X, leaderboards, paid callouts, and pairing against tokenized stocks make the market look like a scoreboard.

The problem: A scoreboard doesn't make opportunities fairer. It only shows who is already ahead.

Example: @nobrainflip

His public wallet went from around $150k to $420k in 30 days, with an average hold time of about 38 days.

https://x.com/nobrainflip/article/2103496245109043636

What's interesting is:

Profitable trades didn't come from constantly chasing new memes.

The edge came from something more boring:

• Not entering at the back of the queue
• Understanding where volume occurs
• Rotating coins that are already running
• And everything recorded publicly, leaving a trail that can be reopened after the candle closes.

So don't draw the wrong conclusion.

This doesn't mean community coins always go up.

It also doesn't mean you just copy someone's wallet.

The lesson:

Edge in 2026 doesn't always mean you have to be the fastest.

Sometimes the edge is knowing when you don't need to join the queue.

If you're still a newbie, don't go all-in immediately.

Learn the kitchen first, understand how they cook.

And don't use size as a benchmark (they have big capital).

Read to understand how someone survives long enough for their skills to form.

This book fails if after reading you only ask for CAs.

This book succeeds if after reading you start asking:

"Which number am I in the queue?" or

"Do I have my own analysis, or am I just following other people's trades?"

PART I — TREND

CHAPTER 1 — SINCE ANSEM

$ANSEM is important not because every identity coin is automatically good.

What matters is how it united three things:

Figure + creator fee + tradeable ticker.

After that, the market learned something dangerous:

Verifiable attention feels more real than PnL screenshots.

Runners worth hundreds of millions of dollars can now appear in your feed as charts and wallets.

Some tickers appearing in September 2026:

$PONS $STONK $AI $MARSCOIN $CASHCAT $USELESS $ZCAT

@bolochief didn't try to enter all of them.

His approach was simpler: pick the flagship from each ecosystem.

Good coins can appear anywhere and anytime. So don't marry your bags. Because eventually: attention can move launchpad/chain. And reputation has moved onchain.

More importantly: Attention can turn into liquidity much faster than before.

CHAPTER 2 — BLOCKCHAIN, FLAGSHIP & LAUNCHPAD

You don't need to master every chain, but you must understand the map, fees, pairs, and where volume occurs:

• Robinhood Chain: Focus on stock-pairs and vaults. Tokens can be paired with stocks from the start. (Flagship: $CASHCAT / $AI ).
• Solana: Pump.fun is still big. StonkFun brings the pair-anything concept. (Flagship: $USELESS ).
• BNB: There's Flap, Four.meme, bStocks. Same meta, different timing. (Flagship: $MARSCOIN).

"Buy the Casino" Strategy: Tens of thousands of tokens are born daily, and most die.

Instead of guessing which token will survive, consider investing in the infrastructure or the "house" where those tokens are traded (example snapshot: $PONS, $STONK,$PUMPLONG).

Buy the emitter or buy the main flagship to reduce noise. Infrastructure and speculative objects are two trades with very different risk profiles.

@DefiIgnas has a reasonable framework:

infra → launchpad → flagship → trench

You don't have to be active on three chains simultaneously.

But if you play on one chain, at minimum you must understand:

• fees
• pairs
• liquidity
• where volume occurs

CHAPTER 3A — TRADING AGNOSTIC & THE DOUBLE-EDGED SWORD OF MULTICHAIN

In the past, switching chains was complicated. You had to think about bridges, prepare native tokens for gas, and set up RPCs. Now, onchain trading is becoming more chain-agnostic.

With tools like FOMO & Pump.fun, boundaries between networks are blurring. You only need to deposit a base asset (USDC, USDT, SOL, or ETH), and you can immediately trade tokens on Solana, BNB, Robinhood, Base, even Arc.

Everything is packaged instantly. You no longer need to worry about gas fees or manual routing slippage.

But remember: This convenience is a double-edged sword.

Tools that make life easy aren't free. Based on data, tools like FOMO can eat hidden friction fees of 4% to 6% per transaction. That's just the system fee. Add price impact when entering with large size, or internal market price differences within the tool. The intent is seamless, but if you don't calculate the cost, your account slowly gets eaten by convenience fees.

https://x.com/ninja_dev3/status/2086866257878602045

Therefore, users are required to smartly choose tools that provide maximum benefit and cover all opportunities in the market without choking hidden costs.

Mindset to understand in this agnostic era: You must not be fanatical about one chain.

Today volume explodes on Solana. Tomorrow morning volume moves to BNB. The day after, attention shifts to Robinhood.

Winners in the current meta are those who can pivot quickly and pick up opportunities wherever volume appears, ensuring calculations are done so you aren't slashed by fees.

CHAPTER 3B - THREE TYPES OF MEMES

Misclassification = misjudged risk.

Framework from @nobrainflip divides memes into three types.

• Speculative Play: Triggered by news (viral tweet, viral animal, rumor). Short narrative lifespan, often dies within 48 hours.
• Meta Play: Identity coin, fee-share, new launchpad. Money goes to the meta creators, not those joining late. Meta moves = money moves.
• Community Coin: Passed the first wave, supply distributed, price sideways but community alive. Can drop 70% then reclaim. (Structure examples: $SPX, $USELESS,$FARTCOIN). Finding repeatable 3x here is more systematic than gambling for 100x in speculative plays.

Finding repeatable 3x here is more systematic than gambling for 100x in speculative plays. If you can repeat 3x several times, the final result can be much larger than constantly hunting for one coin said to do 100x.

The problem? Most people prefer jackpots over trading systems.

CHAPTER 4 — TRENCH BASICS

All subsequent chapters are useless if you don't understand the kitchen and how to cook.

@Ponyin has a curriculum I believe is mandatory.

Basic Knowledge (Vol 1 & 2):

1. Bundle: Devs who know the game don't always buy all supply using one wallet. Supply can be split: many wallets, different times, different names. So if you only check: "Dev wallet empty," it's not necessarily safe. You might only be seeing one part of the split supply.
2. Global Fees: Small numbers appearing from transactions. This helps distinguish: truly live volume vs. volume that just looks big.
3. Meme vs Utility: General question "Which is better?" is wrong. Better question: "Which fits my playing style, and does my edge suit it?" Good coin for others isn't necessarily good for you.
4. Market Cap and Cabal: An $80k coin and an $8 million coin are not the same game. Don't treat them as the same asset just because both are meme coins. (Note: Cabal = closed group accumulating initial supply to move price).
5. Cooldown (Day Phase Trade): Many coins pass through phases: hype → parabolic → cooldown/sideways → revival or death. Often ignored is the cooldown (down 50–70%, chart sideways, community alive). Here short swing 3–7 days makes more sense than trying to scalp 4 minutes. But if holders keep dropping while price is sideways: could be distribution.

Newbie learning order

According to me:

1. Learn how to read onchain and tools first.
2. Understand the food chain and social trading.
3. Then enter stock-pair and callouts.

CHAPTER 5 — FOOD CHAIN

Before entering, understand who profits first. This is the Food Chain order:

1. Dev
2. Insider
3. Sniper / Bot
4. Popular Trader (KOL)
5. Retail / Followers / Blind copy traders

If you enter at number 5, you are exit liquidity treating numbers 1-4. You can't just rely on tailing.

Fees can destroy small accounts: Simple example from @nobrainflip: Initial capital: $1,000. Do 100 round-trip trades. No plan. Exit at entry price.

If total friction per trade:

• 2% → left with approx $133
• 4% → left with approx $17
• 6% → left with approx $2
• 10% → almost gone

Problem in low caps isn't just fees. Slippage can be far more brutal. So you might be right but still not profit. If you must be right by more than 6% just to break even from friction, before dev dump or liquidity problems: Risk is bad from the start.

Social trading indeed makes token discovery easier.

You can see:

• who bought
• their wallet
• their thesis
• their PnL
• their hold time

But social trading also accelerates people entering positions due to noise and FOMO.

Not cutting the queue.

Sometimes becoming the last participant.

So before thinking:

"How do I enter faster?"

I would start with the question:

"What am I actually buying?"

Am I buying a cheap coin? Frontrunning a narrative?

Or am I treating others? Smart wallet PNLs are green, do I still enter?

PART II — SOCIAL

CHAPTER 6 — SOCIAL TRADING & COPYTRADE

@0xLoki_Zeng sees this as a product selling anxiety.

Social trading (feed + wallet + buy button) sells anxiety (FOMO). You see people profiting and it's easy to click buy. Problems:

• Copytrade is always late: Price moves between KOL entry and your buy click. KOLs have faster access, lower fees, and size that changes risk tolerance. You enter when their PnL is green, meaning you enter their take profit area.
• Read wallets, not followers: Don't just look at green PnL. Look at hold time (if claiming long term but selling 12 mins later = content, not thesis), consistency, side wallets, and whether position is liquid enough for him to exit.
• Branding ≠ Trading Skill: Attention can generate money from callout commissions, not from trading itself. If a wallet talks but doesn't execute, or writes thesis after coin rises 100x, that's a marketing trick.

And if you're not careful, you're just trading based on anxiety.

Onchain Thesis

@magersih places FOMO thesis and Pump Callout in the same era.

No longer: caller → trade.

But: caller → discovery → check wallet → read flow → execute.

Caller should help you find a trade plan.

Not replace your brain.

What platforms pay can include:

• fee share
• trader rewards
• clan
• callout pool

But what retail pays the market can include:

• slippage
• late entry
• exit at peak

So don't view social trading only from:

"Wow, this makes it easy to find coins/smart wallets."

But this trend also makes:

Smart money easier to find exit liquidity.

@blknoiz06 describes new pair trading as PVP.

And if you lose in that PVP, there's a thesis that owning tokens from the platform providing the arena makes more sense than constantly guessing every new coin.

Bottom line:

If you don't have an edge in the game, don't increase the number of games you play.

One principle from @nobrainflip is also important:

If his public wallet doesn't exist, don't trust immediately.

Not saying all private traders are scams.

But if someone sells trading thesis to you while their trail cannot be inspected:

Ask why? Be critical, what validation do you have to trust that figure?

CHAPTER 7 — READ WALLETS, NOT FOLLOWERS

Followers are easy to buy.

Wallets are harder to lie.

What you can see:

• PnL
• positions
• hold time
• thesis
• who he follows
• entry size

But many things are invisible:

• Side wallets
• Entry before callout
• Different fees
• Positions already built
• Incentives to sell to followers

So don't just buy based on social trade records.

How to read wallets

1. Hold time If someone claims long-term conviction but closes almost all positions in minutes, their public tweet/thesis isn't valid. Look at actions, not words.
2. Realized vs Unrealized Green illiquid PnL isn't necessarily cash. If he really sells: price crashes immediately. So don't just look at green numbers. Look: Can he get out? What happens if he exits?
3. Consistency One 20x trade doesn't automatically beat 20 dead trades. What to look for: Is the play repeatable? Are trades consistent?
4. Thesis vs Action If he says: "I hold because of this thesis." But sells 12 minutes later: Two possibilities:
5. Thesis changed, or
6. Thesis was just content. No need to guess. Just look at wallet history.
7. Size $80k entry can't be copied if your capital is $100. Size changes the trade. Liquidity sufficient for him isn't necessarily attractive for you. If he's satisfied with 10-20% gain, do you have the same target? Size creates different trade plans.

CHAPTER 8 — BRANDING ONCHAIN

This meta suits people who like creating content.

But one big mistake:

Having audience = Good trading.

Not the same.

Content generates attention.

Attention generates:

• followers
• fees
• referrals
• callout revenue
• reputation

But attention itself isn't proof of skill.

5 Rules

1. Wallet that talks should be wallet that trades. If you say buy but wallet doesn't show it: trust drops.
2. Thesis written before or during entry. Don't wait for 10x. If thesis appears after rise: not a thesis. It's review content.
3. One runner doesn't erase all dead calls. If you make 20 calls and one does 100x: Don't forget the other 19.
4. Don't build brand by selling to newly trusting people. Audience trusting you is an asset. Don't make them exit liquidity.
5. Callout commission isn't price direction indicator. If paid for volume: volume rises. Token price not necessarily.

CHAPTER 9 — Study CASE @zachvierrr : $ZCAT

Social trading useful because thesis has timestamp. Clear trail, not writing thesis after coin rises 100x.

Example $ZCAT.

Anonymous Cat.

Paired with ZEC on StonkFun.

$ZCAT holders get $ZEC.

Narrative simple:

privacy + anonymous cat + ZEC.

On August 31, 2026, @zachvierrr wrote initial thesis.

Idea:

Whale aware anonymous cat gives exposure to ZEC via Solana.

If they want to catch next ZEC move, they have reason to enter.

Days later thesis clarified.

Not just: "Cute Cat."

But:

• anonymous
• privacy
• close to Zcash narrative
• ZEC holders have reason to look at onchain runner

Then shakeout came.

Interesting:

bag held.

"The bag stays on. The cat stays anonymous."

Sept 1-3, conviction remained despite market cap ~++$400k.

Thesis also written on Pumpfun Callout.

Callout got big attention.

Next day appeared on Pumpfun News.

Trade rose 400x.

Important sequence:

1. Thesis written.
2. Position held.
3. Shakeout survived full bags.
4. Callout recorded public.
5. Trade recorded, Onchain reputation rises.

If you entered after News appeared:

You didn't buy the same thesis.

You bought overpriced attention.

CHAPTER 9B — CASE @BEVANPRAMUDT: TRENCHING AS A JOB

@bevanpramudt interesting because process recorded and visible.

Shows side usually invisible from social media:

Trench is work.

Not just PnL screenshot.

1. Trench is online work Constantly repeated: stay active even when market gives nothing. Boring. That's the problem. Most active when market moving. Skill expensive when: Few can/want to do it.
2. Journal more important than call Same rule different results. Example: Musebook cut → rose. Uranus cut → dumped.

So one trade result doesn't prove previous decision right/wrong.

Look:

Was decision logical based on info available then?

Hence journal important.

Record:

entry → reason → cut → result

Include losing trades.

If journal only green trades:

not a journal.

It's marketing trick.

If claim:

"$100 capital generates hundreds thousands to millions $ per day."

Treat as Opinion.

Not promise everyone can do same.

Sept 27, 2026, Bevan wrote:

Often interesting area not big green candle.

But: boring area.

Way living from trench:

look journal → understand process → make own journal.

PART III — CASINO AND PAIR

CHAPTER 10 — BUY THE HOUSE

Tens thousands tokens born daily. Attention+liquidity doesn't grow that fast. Average new launch problem: most don't survive. If can't know which survive, alternative: don't always buy product.

Look factory.

@jingouwang888 sees structural opportunity in emitters.

@Bitwux sees $PONS as representation of volume, fee, buyback possibility.

“If thousands trade here, who takes fee?”

@0CryptoZero dissects $STONK.

Pair not just SOL.

Can:

• tokenized stock
• pre-IPO
• commodity
• other memes

Part revenue used for buyback.

Again:

doesn't mean launchpad token auto rises.

But economics differ from buying new token maybe dead tomorrow.

@Okada_DeFi0x reminds:

don't mix launchpad tokens with memes traded on house.

Infra and speculation objects two different trades.

If can't choose survivor today:

don't force self to be player.

Sometimes smarter buy "dealer".

CHAPTER 11 — PAIR MECHANICS

Meme dollar price depends formula: Meme price vs pair × pair price vs dollar.

Means meme chart looks bullish only because stock/asset pair rising, no new capital into meme token. MEME/NVDAx doesn't mean you own NVIDIA stock, NVDAx only pair asset.

Distortion Danger:

• Premium Trap: If stock token trading premium (more expensive than real stock), meme chart looks crazy. When US market opens and MM floods supply to erase premium, your USD meme chart crashes.
• Liquidity Exit: Don't just see "chart up 100%". Check underlying asset liquid? How much pair really in pool? If pull $100k, possible without landslide?
• Checklist Pair: Clean ticker, clear quote asset, meme understood <10 sec. Avoid vampire pair with existing winner (market chose winner).

CHAPTER 12 — HOW TO CHOOSE

Checklist from @davidonchainx straightforward.

Minimum:

• clean ticker
• clear top coin for pair
• live social/CTO
• meme understandable <10 seconds
• normie can explain narrative

Better if:

• ticker looks like asset
• cross-cultural appeal
• relevant to chain

Avoid:

• no social
• copy from winning pair
• pair to stock whose runner market chose

Because coming after market chose winner:

you didn't find gem.

You chased last plate.

@toady_hawk suggests finding same motif from many launchpads.

Don't marry 1 launchpad or chain.

If meta correct, usually appears multiple places.

And @AJH_sol emphasizes three things connect:

ticker + pair asset + meme

PART IV — WORK

CHAPTER 13 — COMMUNITY COIN ROTATION

Community coin traits.

Per @nobrainflip framework:

• passed first wave
• dev supply thin
• holders rise when price flat/down
• dropped then reclaimed
• attention returns without new catalyst
• capital sits, not just passing

Example two similar structure/narrative coins.

Coin A up 3x.

Coin B below range.

If holding only 100$:

which more attractive entry?

Not question who definitely rises.

Question:

risk/reward from current position.

CHAPTER 14 — PLAYBOOK BY SIZE

• < $1,000: Don't snipe. Don't hold 20 positions. Pick 1 launchpad token or 1 community coin. Rest cash. Focus paying tuition to learn onchain.
• $10,000: Hold 2-4 positions (Launchpad, community coin). Try stock-pair with liquid quote. Mandatory journalling.
• $100,000+: Size enemy of liquidity. Entering $100k into $20k pool suicide. Focus flagship memes, launchpad, deep community coin. Calculate price impact against market price + pool.

CHAPTER 15 — LP WITHOUT PVP

Other way play meta without guessing winning meme.

LP.

@pince_croco shows social trading/stock-pair activity spins in stock/stable pools.

@MeteoraIDN @Friday_SOL @bengsharksol @EvilPanda @eisbedog @0xyunss @Ponyin use LP as part of trench.

Oversimplify example:

Capital:

**$500

• **$400 → LP
• $100 → buy token when down

Why?

Thin pool, 5% trade profit not efficiently taken.

Slippage/price impact eats profit.

LP gives other way gain from activity.

But:

LP not free yield.

Risks:

• impermanent loss
• malicious hook
• bad pool
• locked liquidity
• dead token

Record:

fee vs hold

If LP loses to hold: busy.

If size too big vs pool:

locked money place can't accept exit.

CHAPTER 16 — WEEKLY AUDIT

Weekly honest answers:

1. How many trades?
2. Total fee + slippage?
3. Which positions thesis alive vs feed alive?
4. How much paid just feel productive?

Simple journal format example

PART V — DISCIPLINE

CHAPTER 17 — CHECKLIST & THESIS WRITING

Before buy ensure: Know meme type, queue number, liquidity enough for exit, pair asset not premium.

Four Thesis Conditions (Write Before Buy):

1. What bought and why?
2. Why structure +EV for position/size/risk?
3. What invalidates thesis?
4. When admit wrong and cut? (Loss not necessarily wrong thesis, profit not necessarily right thesis).

Absolute Taboos:

• Don't chase $100k MC just hopium 100x.
• Don't copytrade just KOL PnL green.
• Don't marry assets.
• Don't write thesis after win.

**

CONCLUSION

Three people gave three lessons.

@Ponyin**

**Taught kitchen.

Not just see coin rise.

Understand:

bundle, fee, liquidity, food chain.

@zachvierrr**

**Showed playout thesis record reopenable openly.

Not:

"See me 400x."

But:

"Here reason entered before others saw result."

@bevanpramudt**

**Showed trench as job, discipline grind process.

Journal. Cut. Bored. Repeat.

Then result.

Market changes. Ticker changes. Chain changes. Meta changes. Platform changes. Forge:

way thinking. Need know:

• who has edge
• who pays fee
• who exit liquidity
• where liquidity comes
• what invalidates thesis
• trade repeatable?

Ultimately: trading not finding best coin.

About: game you understand.