Meme-coin lottery — forward testPAPER ONLY
Strategy under test: many small bets, paid for by the rare monster.
A win rate as low as 1% is fine — at $2.21 a bet, one true 1000x
($2.1M market cap from a ~$2.1k launch) returns roughly
$1,900 before depth caps and carries ~859
losers on its back. Stakes: pump $2, every other venue $25; every entry pays constant-product
impact against its entry pool. Everything below is measured through that lens:
keep the future monsters in the net, cut everything else.
No real money. Updated 2026-07-27 08:47 UTC · auto-refreshes every 5 min.
mint firehose: ok · 4s ago
price marks: ok · -1s ago
holder snapshots: ok · 48s ago
Collection — 2.0 days of continuous capture
mints tracked
67,527
40,731 in 24h
graduations
2,612
1,551 in 24h
Race totals — today (UTC)
MONSTER-HOLD
-8.7%
$170 in · portfolio $156 · 77 bets
pump −$15
Race totals — cumulative per book
MONSTER-HOLD
-68.5%
$1,417 in · portfolio $446 · 640 bets
Entry drift — could we fill at our quoted entries?
graduation entries measured
7,754
median next-quote drift
+0.0%
p25 +0.0% · p75 +0.0%
moved >10% against us
16%
median quote gap 1319s
Drift between our entry quote and the next quote — the realistic band a ~1-minute-latency fill lands in. Price impact at $2 size is negligible (~0.003% into a $60k pool); timing volatility is the whole story. We hold rather than snipe, so entry drift mostly shifts the base, not the thesis.
Race totals — by mint source
| source | MONSTER-HOLD |
|---|
| pump | -69% ($-971) |
Each cell: ROI (net $) for that book's tranches on coins
from that source. Anonymous pool births (the GeckoTerminal catcher) are listed by their birth AMM — fluxbeam, pumpswap, uniswap-*, orca — where 'pumpswap' means births the WS mint stream missed, distinct from the 'pump' venue.
Strategy race — two books, same store, settled identically
MONSTER-HOLD — pump graduations, $2 lottery tickets; never sold — depth-capped mark-to-market
-68.5%
640 bets · $1,417 deployed · $446 portfolio value · 145 big winners · top-1 31%
| block (UTC) | bets | in | value | ROI |
|---|
| 07-25 12–16h | 88 | $195 | $6 | -97.1% |
| pump −$189 (88b) |
| 07-25 16–20h | 77 | $170 | $21 | -87.4% |
| pump −$149 (77b) |
| 07-25 20–24h | 60 | $133 | $14 | -89.7% |
| pump −$119 (60b) |
| 07-26 00–04h | 57 | $126 | $5 | -95.7% |
| pump −$121 (57b) |
| 07-26 04–08h | 49 | $108 | $2 | -98.2% |
| pump −$107 (49b) |
| 07-26 08–12h | 53 | $117 | $6 | -95.2% |
| pump −$112 (53b) |
| 07-26 12–16h | 50 | $111 | $54 | -51.3% |
| pump −$57 (50b) |
| 07-26 16–20h | 51 | $113 | $158 | +39.8% |
| pump +$45 (51b) |
| 07-26 20–24h | 48 | $106 | $23 | -78.6% |
| pump −$84 (48b) |
| 07-27 00–04h | 41 | $91 | $47 | -47.7% |
| pump −$43 (41b) |
| 07-27 04–08h | 34 | $75 | $104 | +38.5% |
| pump +$29 (34b) |
| 07-27 08–12h | 2 | $4 | $4 | -13.1% |
| pump −$1 (2b) |
| total | 640 | $1,417 | $446 | -68.5% |
One book on display. MONSTER-HOLD: $2 lottery tickets on every pump.fun graduation with ≥$5k of sane pool depth, never sold — open positions valued at the depth-capped last quote, drained pools and rugs at zero. The tail thesis in its purest form: monsters take 19–140 days, so this box is judged in weeks. The DAY exit research (timed sells, targets, per-source books) lives in exits.py and can rejoin the race any time. The grey sub-line under each 4h block splits net by mint source.
Filter scoreboard — ranked by bets per kept big winner
| filter | decides | bets | rug% |
wins kept | keep | bets/win | best | EV |
| relaunch_of_win | at_mint | 362 | 0.3% | 71 | 23% | 5 | 15x | $0.406 |
| grad_first | at_migration | 654 | 0.2% | 112 | 36% | 6 | 72x | $0.630 |
| grad_grind24thin | at_mig24 | 71 | 36.6% | 11 | 5% | 6 | 1x | $0.247 |
| grind_24hthin | at_24h | 59 | 32.2% | 8 | 6% | 7 | 2x | $0.319 |
| uri_recycled | at_mint | 1,294 | 0.0% | 73 | 23% | 18 | 15x | $0.146 |
| grad_proven | at_migration | 584 | 1.9% | 32 | 10% | 18 | 1,438x | $0.914 |
| buy_pressure5 | at_5m | 2,451 | 6.7% | 132 | 42% | 19 | 44x | $0.348 |
| green5 | at_5m | 1,125 | 0.2% | 50 | 16% | 22 | 39x | $0.406 |
| vol5_gt1k | at_5m | 6,502 | 9.6% | 284 | 90% | 23 | 1,793,071x | $0.392 |
| grad_confirm5 | at_mig5 | 7,647 | 9.2% | 300 | 95% | 25 | 946,861,039,266,400,128x | $0.991 |
| grad_fast30 | at_migration | 7,584 | 9.2% | 296 | 94% | 26 | 946,861,039,266,400,128x | $0.962 |
| grad_entry | at_migration | 7,816 | 9.0% | 303 | 96% | 26 | 946,861,039,266,400,128x | $0.960 |
| grad_oracleORACLE | ORACLE | 7,820 | 9.0% | 303 | 96% | 26 | 946,861,039,266,400,128x | $1.091 |
| buyers5_gt10 | at_5m | 8,019 | 8.6% | 291 | 92% | 28 | 1,793,071x | $0.375 |
| baseline | at_mint | 59,595 | 1.4% | 315 | 100% | 189 | 946,861,039,266,400,128x | $0.266 |
A filter earns its place by cutting bets faster than it cuts
winners — "keep" is the share of the cohort's 315 big winners it retained; a filter that
boosts EV but drops the monsters is a trap. Green EV clears the cost line ($2.21 at the $2 reference stake — race stakes differ per venue).
ORACLE = needs future knowledge, ceiling only. ONE-TOKEN = result rides on a single coin.
Winners study — what the $200k+ class looked like at launch
winners crawled
425
crawl 46h old
first-ever launches
86%
rotation-blind — see note
median mint→ATH
6d
48% took >7 days
| ATH tier | n | median days to ATH | first-launch creators |
|---|
| $200k–1M | 105 | 19d | 75% |
| $1M–10M | 98 | 70d | 83% |
| >$10M | 73 | 140d | 79% |
One-shot crawl of pump.fun's listing, survivor-biased by
design (listed by CURRENT mcap, so collapsed winners are invisible). ATHs are pump-tracker prints
with no realizability leg — wash-printable, and one confirmed $60M farm print is in the set.
"First-launch" cannot see wallet rotation (URI-lineage lower bound: 2 of 365 rotated).
The duration findings are robust to both: monsters grind for weeks, they do not spike.
Staged entries — pyramid tickets into coins that keep proving themselves
| plan | bets | deployed | returned | ROI | winners held |
Instead of one ticket at mint, tickets are added as a coin
passes survival gates: graduation, then still-grinding a day later (≥$60k, within 50% of its high,
live quote), then again at day 3. Winners grind for weeks — persistence is the signal. Gate tranches
activate once coins age past each gate; each tranche settles at its own entry price.
Predictions
None yet — deliberately.
Predictions start publishing here when a filter stack clears
the cost line over a multi-week window with a sample no single coin dominates. Current best honest
candidate: buy at graduation — keeps ~93% of big winners in ~3% of the bets and sits above
cost — with cheap pre-screens (early-buyer count) that so far cut over half the bets while keeping
every winner. Until then this page reports measurements, not tips.