I favor concentrating conviction in a small number of meme-coin bets rather than chasing random launches. My posts name PEPE and Andy, while later notes also mention other crypto exposure; they do not give position sizes or a detailed investment process.
On November 21, 2024, I said most people are better off buying PEPE or a Pepe beta such as ANDY with size and conviction instead of spamming random pump fun tokens. I claimed this approach involves 100x less work and can make more, and pointed to Saylor as an example of gains driven largely by size and conviction. I did not specify an allocation or provide evidence for the comparison. This is my opinion, alongside my other pepe hype and frog memes commentary.
On December 12, 2024, @MaxBecauseBTC stated that the ticker was $ANDY. The captured context attributes that ticker statement to @MaxBecauseBTC; it does not state my own position or reaction.
On February 15, 2025, I said I had Pepe, Andy (a Pepe derivative), and some base coins. I gave no quantities and did not specify which base coins I meant.
On May 14, 2025, I said I like Coinbase and that my main crypto exposure is in PEPE and HOOD. I did not give amounts or explain what I meant by exposure.
Related: pepe hype and frog memes, memecoin pumps and dumps, unshaken investing conviction