I have reviewed the transactions of @ pointfarmcap on FOMO's new list: he didn't suddenly make $5.85 million yesterday, but bought the entire STONKFUN ecosystem in advance, which is worth learning from Yesterday, when I only looked at the FOMO leaderboard, I would think that this guy suddenly bumped into STONK. Actually, it's not at all. Following his trade forward, you can see a very clear strategy: Firstly, it is judged that the listing of Solana coin/stock on the blockchain will become the next narrative. Then, instead of betting on a single coin, it is to ambush in bulk the things that may emerge from this ecosystem when no one is paying attention to the market. The most typical example is STONK. He started building positions continuously in late August, not chasing after them after they rose. There are still 35.1 million pieces in hand, worth 6.09 million US dollars, with a holding yield of+1294%. Based on this rate of return, the overall cost of this large position is only about $440000. What's even more exaggerated is that he didn't just buy STONK: LANKER for about $93000 in market value, and at one point $4500 turned into $248000. PURR was purchased at a market value of approximately 114000, and reached 76000 at $3500; FRIES laid an ambush at a market value of approximately 136000, later increasing it to about 34 times. Then there is ZCAT, which can better understand his second stage playing style. I started buying on September 5th, and the next day according to FOMO statistics, I already held about 6.9 million pieces worth 629000 US dollars, with a profit of+439%. Now it has become 7.2 million pieces, worth about 1.2 million US dollars, with a profit of+699%. That is to say, he didn't just hold the main position when he noticed the rise, but continued to buy after the narrative began to ferment. The most interesting part is the latter half. After earning tens of times the position, he still sees many small additions such as $10, $20, and a few hundred dollars that hardly affect the position. At the same time, X continues to talk about STONK, Solana, and Stocks onchain. Simply looking at the amount is meaningless, but in social trading platforms like FOMO where each transaction is already content, the meaning completely changes: Every time a small purchase is made, the signal that the top seller is still buying will be pushed back to those who follow him. Recently, he publicly wrote about STONK being really about saving SOL, and today he directly said that Stocks on Chain... is crypto's true growing up moment. So now I think the most worthwhile thing to study about @ pointfarmcap is this trading sequence: First, discover an ecosystem that could become a Meta ->buy the ecosystem in batches with a market value of tens or hundreds of thousands ->run out of the top and concentrate the real positions on the winners ->continue to use small-scale transactions to maintain FOMO Feed exposure after narrative fermentation, while publicly strengthening one's own judgment. This explains why his account has 60 open positions but only $2.88 in cash left. This person is not looking for coins on the leaderboard, he is buying coins before the leaderboard appears.
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