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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

2lambroz.eth
Jul 24, 2023
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30m → 140m mcap in 30 days Should u buy now?

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Welcome the 12 newly lambro substack frens who have joined me since last email

If u haven’t, join the 12.6k 2lambro Twitter frens & 940 substack frens now

We are still early, learning, growing with u guys since january 2023

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?


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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


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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?

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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

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🧪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

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☠️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..?


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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


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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


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📍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


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📌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

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30m → 140m mcap in 30 days Should u buy now?

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