Prominent crypto trader Smiley Capital shared his meme coin portfolio, which he believes they will yield significant returns.
What Happened: Smiley Capital disclosed his memetic portfolio which includes Pepe (CRYPTO: PEPE), MUMU, DOG THE NFT, POPCAT and MOG.
LONG AWAITED SMILEYLARPITAL MEMETIC PORTFOLIO REVEAL
Yes, I know I'm 2 months late. If my assistants can't do it, I'm likely going to be late to everything. Sue me.
So, without making this into a super-long post, lets get straight to it;
I've been focusing on accumulating only...
— (@smileycapital) July 22, 2024
PEPE is "the most famous bag" and the trader's largest holding, which he has been accumulating at a valuation between $400 to $500 million. He terms it the "Dogecoin (CRYPTO: DOGE) of this cycle" and the blue-chip meme coin of the cycle, targeting a market capitalization of $50 to $100 billion thanks to PEPE being "the best Ethereum and Trump beta with a low unit bias."
Mumu The Bull (CRYPTO: MUMU), similar to PEPE, is a meme used since 2018 in financial markets, including crypto, according to the trader He terms it the "leading bull memetic token, on the most famous online casino named Solana." His target sits at $5 to $10 billion for MUMU.
DOG THE NFT (CRYPTO: DOG), according to Smiley Capital, is the "Mona Lisa of crypto." He believes that when DOGE "pulls a 10-15x, add a zero to DOG gains." The trader predicts a valuation of $10-$15 billion for the meme coin.
Popcat (CRYPTO: POPCAT), he believes, "will make normies laugh" and hence, will go pop to $5 to $10 billion. Finally, Mog Coin (CRYPTO: MOG), the "embodiment of zoomer TikTok/Instagram culture," is his "largest cultural bet." He calls it the best ETH/PEPE beta with a $20 to $25 billion target.
Why It Matters: Smiley Capital revealed that he has been accumulating these five coins in the second half of 2023 and first quarter of 2024. He believes that concentrated conviction with size beats a 'spray and pray' method, especially with meme coins that carry zero fundamental or long-term value.
He also mentioned that he has bought all of these tokens on open markets and is up 5-12x on every single one of them but plans not to sell the majority until the bull market tops.
知名的加密货币交易员Smiley Capital分享了他的模因币投资组合，他相信这些币会有显著的回报。
Smiley Capital披露了他的模因组合，其中包括Pepe（加密货币:PEPE）、MUMU、DOG THE NFt、POPCAt和MOG。
期待已久的SmileyLarpital模因组合揭示
是的，我知道我晚了2个月。如果我的助手办不到，我很可能会对所有事情都迟到。告我吧。
因此，不要让这篇帖子变得过长，请让我们直接开始；
我一直在专注于积累开多……
— (@smileycapital) 2024年7月22日
PEPE是"最著名的袋子"，这位交易者持有的货币最多，他一直以400到50000万美元的估值进行累积。他称它为“这一周期的狗狗币（加密货币：DOGE）”和本周期的蓝筹模因币，目标是通过PEPE成为“最好的以太坊和特朗普beta，具有低单位偏差”，达到500到1000亿美元的市值。
Mumu The Bull（加密货币：MUMU）与PEPE类似，是自2018年以来在金融市场（包括加密货币）中使用的模因，据交易者称，他称之为“领先的公牛模因代币，在最著名的名为Solana的在线赌场中”。他的目标定在了50亿到100亿美元的MUMU。
DOG THE NFt（加密货币：DOG），据Smiley Capital称，是“加密世界的蒙娜丽莎。”他认为当DOGE“涨10-15倍时，将DOG收益增加一个零”。这位交易者预测这种模因币的估值为100亿至150亿美元。
他认为Popcat（加密货币：POPCAT）“会让普通人发笑”，因此将走向50亿到100亿美元的高峰。最后，Mog Coin（加密货币：MOG），是他的“最大的文化赌注”，是“最好的ETH/PEPE beta，目标市值为200万亿美元，250亿美元。”
为什么这很重要：Smiley Capital透露，他在2023年下半年和2024年第一季度积累了这五种货币。他认为，有集中的信念和规模效应会击败“喷洒祈祷”方法，特别是对于那些没有任何基本面或长期价值的模因货币。
他还提到，他已经在公开市场上购买了所有这些代币，并在每个代币上涨5-12倍，但计划不在牛市顶部出售大部分股份。
