🧵- You're playing memecoins without knowing the real rules of the game.
That’s exactly why your results are mediocre.
Memecoins are a zero-sum game. Everyone knows that.
But the real edge is understanding the core mechanism of capital redistribution and positioning yourself on the side where 95% of the wealth flows.
This post will completely rewire how you see the market.
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One of my favorite metaphors is that memecoins are a huge collective jackpot. Every day, some people hit the jackpot when it's "their turn".
The rest? They just keep filling the pot… waiting for a turn that never comes.
When you trade memes, you’re implicitly putting your money into this shared pot, hoping to pull out more at the end. The problem , redistribution is never fair.
Real ratio? Often 95/5, sometimes worse.
95% of participants are net donors.
To be in the 5%, you have to be ruthlessly early.
But
▨ How do you get early ?
There are 4 main specializations. Each one places you at a different level of the food chain.
1. Dev / Launcher
You create and launch your own tokens.
You can be the first buyer, farming liquidity from everyone else.
Low ethics, extremely profitable.
That’s why we’re seeing more and more people openly doing it.
2. Sniper
You build (or buy) a highly efficient sniper setup.
You buy in milliseconds after launch, before even manual traders.
Pure frontrunning.
3. Trader
The hardest path and where most people get rekt.
You hunt raw information on X, Telegram, Discord,
@Pumpfun .
Your edge: finding the insight fastest and entering cleanest.
Requires monk-level discipline and a solid understanding of the market (having very good intuition).
4. Influencer/Kol
The “safest” position.
You build a loyal audience, shill them shits , and make good $ $ without risking your own capital.
Almost Zero downside, massive upside if you stay authentic.
No matter which path you choose, two things are non-negotiable
➡️ Absolute consistency
➡️ Continuous improvement
One favorable distribution wave can make you look like a genius.
We’ve all seen it during lifechanging events (ex:
$TRUMP).
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Either you accept being early, or you accept being liquidity for others.
I didn’t go deep on each specialization here (otherwise this would be 10k words).
Stoic trench alchemist,
Ratel
ALT Caricature of the giant pot metaphor