30m → 140m mcap in 30 days Should u buy now?
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30m → 140m mcap in 30 days Should u buy now?
Best read on unibot & telegram bot narrative
Welcome the 12 newly lambro substack frens who have joined me since last email
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Is telegram bots just a meme?
Does tokens like $unibot justify 120m mcap bigger than $STG $JOE $KNC ?
Lambro's unique insight as someone that haven't bought a bag early
Should u buy now?
This thread will go through
1️⃣ What is the telegram bot sector overview
2️⃣ What triggered the telegram bot narrative
👉❓ Should u ape now? Catasyt & Risk
4️⃣ Thoughts & Summary
5️⃣ Lambro play on bots
1️⃣ What is the telegram bot sector overview
tldr telegram bots tokens are bots that provide various trading tools on telegram with some direction execute for u after enter ur seedphrase
$Unibot being the leader 139m where others are under 5m mcap
excluding $WAGIEBOT 12m
Most of these tokens offer various features via telegram or discord with revenue shared to the token holder, hence "real yield"
Features typically are
trading with Telegram
dex sniping
copy trading
analytics
airdrop farming
Great post by @BarryBluee
What is the revenue of $unibot
- 1% on trading fee 👀
- 5% sales tax when selling token ...safemoon?
2️⃣ What triggered the telegram bot narrative
Most crypto are heavy TG user
Working product with real users
TeamUnibot Protocol fee is top 10, 890k weekly
even @bobbyong likes it
coingecko & CMC with telegram bot session
More logical than @hamsters_gg
👉 Catasyt & Risk
Im neutral on this but here's a few catasyt to pump
🧪Catasyt
MaestroBots with 1.1m weekly fees launches token (2nd most used telegram bot)
Unibot's new trading terminal Unibot X intergration with @GeckoTerminal
CEX listing
Twitter bot go mainstream
this narrative started in may, the tiktok exit liqudity aren't in yet. this is a concept they can understand
☠️Risk
u enter ur seedphrase into a centralise point, which is fine but all it needs to rekt the sector is one hack or a FTX lol
Regulation, is this self-custody?
if unibot go over 300m it might be something we should be concern?
Fees are mostly from tax right now SAFEMOON..?
4️⃣ Thoughts & Summary
Im not conviced this will be a narrative that will stay right now as personally
Reasons
onboarding not easy enough for retail
not decentralised enough for crypto guys to have big size
the mcap is way too big right now
is it just safemoon with a bot?
the copy trading & sniping is good but remember all those nft tools? alpha tools are only good when its making money
unclear token distrubtion or how it was launched initially
its 140m mcap now, its 140m mcap now, its 140m mcap now
However i do think it will continue to go up because
Unibot cult is built
tax & ponzi gud
CEX listing hasn't started
the team kept delivering new product n future product since launch
simple relatedable concept, youtube & tiktok boys haven't shilled it very hard yet
📍Summary
tbh i like unibot a lot, wish i found it earlier.
im just a careful guy and its too expensive right now, at max it will go 2x from here imo it wont be bigger than GMX.
im very interested in how they continue to develop or deliver in the future
Bots have been around but they are able to boostrap user to trust them with seedphrase.
this is a new narrative n i like it, should it be value as a CEX? a wallet? or will they launch their own DEX as well?
Bot-tools to capture user by intergration n build things on top?
Tax did help them to boostrap at the start but how far can they go without changing this model into more general public's eye?
📍Things im keeping an eye for
Telegram bots is noval but not best to use for everyone, their Unibot X intergration with @GeckoTerminal
begging @bobbyong to hook me up with a beta test haha
Their revenue composition change, currently is 76% tax fee 24% bot fee
i categorize it as a safemoon style dex tool which i have nothing agasint because a CEX or DEX with cult trading there is a gud business i will keep track their user growth n social metric
The overall mcap of this "bot" sector, is it people that made money in unibot PVPing
📌The play
Unibot too expensive for me right now
Keeping eye on other bots but not sure will the narrative follow thru "alt bots"
MaestroBots will they launch a token?
explore how much pump can unibot bring to tokens listing or alert there n buy those token?
Heres an option for u to be a stalker to see what i farm on debank
https://debank.com/profile/0x3af0e0cb6e87d67c2708debb77ae3f8acd7493b5
