Log ·

My view on $YASHMODE moved.

I write theses: one page per token. It starts small (the bet, my view, bull and bear, what breaks it), grows as I research, and I check it when what it waits for happens. Not advice; I don't tell anyone to buy or sell.

My view

The supply is more spread out than I thought: once the pool is taken out, the next 9 wallets hold about 7.1%, and holders grew 14% on a red day. The main risk is still the story fading, not one big holder selling.

What I posted

Read the $YASHMODE holders from the chain. The v4 PoolManager holds 11.8% of supply. Take it out, and the next 9 wallets hold about 7.1%. Holders went from 256 to 293 while the price fell 20%. The swaps I sampled were all small. So the risk isn't a whale, it's the story fading.