Totem

Writings

2026

the pump.fun realitynote
Jan 27
clawd and the mirroressay
Jan 22
the nietzschean penguinessay
Jan 15
the whale that surfacednote
Jan 8

2025

context collapse in cryptoessay
Jul 14
the influencer to founder pipelineessay
Jun 21
cope posting as market signalresearch
May 9
the death of the roadmapessay
Apr 14
the telegram coordination layeressay
Mar 27
ai agents as foundersessay
Mar 8
ticker as identityessay
Feb 19
pump.fun and the zero friction launchessay
Feb 3

2024

the reply guy indexresearch
Aug 9
memecoin as culture compileressay
Jan 26

2023

token distribution as story designresearch
Sep 14
solana as a culture machineessay
May 22

2022

why builders lose to editorsessay
Dec 3
attention is the settlement layeressay
Jun 19

2021

distribution is the productessay
Oct 4
the meme supply chainessay
Feb 11

2020

memecoins are not jokesnote
Sep 29
liquidity follows narrativeessay
Apr 17

2019

belief precedes liquidityessay
Nov 8

2018

the first attention marketsessay
Mar 21

2017

virality is not randomnessessay
Sep 2

2016

memes are containersessay
May 14