Nico
ActiveTheoristProfile updated Sep 28, 2026Last active 2026-08-24
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Speculation profile
Nico is a long-tenured, deeply engaged toad who backs his conviction with original, hands-on research rather than slogans — he's pulled transaction histories on deployer wallets, run Audacity waveform analysis on the taboshi1 sound through an AI model, tracked accumulating wallets buying toby, and built a detailed (self-described speculative) theory linking TG's identity and the 'lore land' concept to a Gavin Wood interview on network states and proof-of-personhood. His core thesis is patient, never-sell conviction: he sees $TOBY's 420-trillion supply as purpose-built for a flatcoin design, views taboshi's ~80% supply lock as a deliberate floor-support mechanic, and believes TG's periods of silence are intentional filters to wash out short-term flippers and snipers rather than abandonment. He consistently frames the roadmap as a step-wise unlock — toby to taboshi/taboshi1 to patience to land/gardens to golden flakes/yield — reserved for those who hold and wait, and has been an active spreader of the lore among friends since late 2024. He is respectful and open to being wrong, frequently flagging his ideas as pure speculation while still pushing original analysis forward.
Show 14 messages behind this profile
- 2024-12-05May be grabbe some taboshi token on dex also. Then just wait for tg guidance 😉
- 2024-12-12I've sent both taboshi through OS and you can choose how many esasily
- 2024-12-22Without checking, I think its the contract that handle the nfts for swapping to the tocken version
- 2025-12-08Might have been optimised for taboshi but looks really similar to me
- 2025-12-09Have to confess I dont understand why it goes up. Wether on 24h, 6h, 1h of 5min there is more sale than buy vol for toby according to dexscreener. Can it be the pool curve spec that changed or im missing smthg ??
- 2025-12-211111 taboshi leaf to be eligible for patience 1254 patience per loyal toad Numbers seems to fit ... Taboshi / Patience pair LP incoming ??
- 2026-01-02Thank you max. So not a wallet only dedicated to toby or tg if i understand well ?
- 2026-01-07Yes it's broken for few days now. But havent notice the tobyworld visual update untill now
- 2026-01-09Yes. But might get stable when at 1 or 100 toby = 1$ 😁
- 2026-02-16May be they just now they are not eligible for tobyworld ?!? I always wondered if 777M and 777B toby was a range to be eligible for TW (whale protection ??). Anyone here holding more than 777Billions toby tried to mint TABOSHI and claim patience vault ? How did it go ?
- 2026-03-18Maybe website was down on purpose. To take another snapshot of loyal toads 😄
- 2026-08-08Havnt received the little airdrop but happy for those who got it ! Im not very much active here nor on X. Not english native nor my personnality to post on social media or tchat. But i find logic to gratify those who are actively spreading the lore. Nice WE to you all toads !
- 2026-08-12We already did a bit with taboshi1
- 2026-08-15Scamers aidropping fake TABOSHI. They dont understand its useless cause we never sell and wont approve their shit 😄
A sample of this member’s ecosystem/roadmap messages, drawn across their history — the kind of posts that inform the summary above.
Thesis deep-dive
@Nico — The Patient Investigator
Core Thesis
@Nico's thesis is disarmingly simple and he has held it for nearly two years: Tobyworld's rewards are earned by time, not by capital. The entry ticket is small, deliberately so, and everything else is a test of whether you can wait. His clearest statement of it comes on 2026-03-11:
"8$ of toby + 1 TABOSHI at 9$ and some taboshi for few bucks, is all it needs to access tobyworld and get 'life altering money'. Buying more is speculation."
Around that core sits his real signature contribution: patient, forensic investigation. He reads contracts, traces transactions, screenshots waveforms into Grok, cross-references interviews — and shares the results with unusual epistemic humility ("May be im tripping"; "I of course might be wrong").
Roadmap Mechanics
@Nico built an early and durable model of the eligibility ladder. In Dec 2024 he identified 777,777,777 $TOBY as the Taboshi threshold and correctly guessed leaf distribution would be broad. By 2025-12-21 he had the next rung: "1111 taboshi leaf to be eligible for patience / 1254 patience per loyal toad / Numbers seems to fit... Taboshi / Patience pair LP incoming ??" He also flagged an open question others hadn't asked — whether 777M–777B was a range, with an upper bound as whale protection (2026-02-16).
His most-developed original theory is the garden. On 2026-03-14: bind 777M toby + 1111 taboshi1 + 1 TABOSHI + X patience to plant one garden producing "golden flakes" — "But we need to get the land first." By 2026-08-13 he refined it: taboshi1 is the leaf you plant to harvest $toby or golden coins.
Token Utility & The Flywheel
He read the NFT↔token wrapper as a deliberate float mechanic (2024-12-22): converting locks "80% of the taboshi token supply a bit less 'tradable' for a stronger support / floor," while the unwrap path preserves exit liquidity. On 2025-12-18 he proposed that the Patience X-post requirement was a proof-of-personhood agent — verifying humans, and possibly scoring lore-spreaders for later rewards. That reading was partially vindicated by the 2026-08-08 activity airdrop.
Proof-of-Time & The Flatcoin
@Nico's macro theory (2026-01-09) is that $TOBY is the flatcoin: "A flatcoin need to have huge supply and toby with 420 trillions is well designed for that." He pushed back on "hyper deflationary" framings — a flatcoin compensates inflation, it doesn't shrink — while allowing a target zone of "1 or 100 toby = 1$." That is a long-horizon, speculative call and he frames it as one.
The TG = Gavin Wood Theory
His most sustained investigation (Dec 2025 – Jan 2026) maps Gavin Wood's interviews onto TG's posts: autonomous upgradeable contracts → sato; decentralized validators → toad gang; "Network States Need Territory" → lore land deeds as physical land for regulatory escape ("Ps gavin is living in switzerland 😁"). He explicitly holds it loosely: "I dont really care who TG is but i find it fun to investigate waiting for next tg move" (2026-01-07).
Evolution
2024: mechanics and tooling (bridge fees, contracts, spreading lore "one friend at a time"). Late 2025: lore cryptography and identity forensics. 2026: on-chain wallet tracking and steady community anchoring. Through the 2026-02 silence he read TG's quiet as intentional filtering, and in 2026-04 answered the complaints directly:
"Rules and mechanisme never changed. Tg told us it would be a long game and a hard time to stand." (2026-04-12)
He voiced one honest concern on 2026-08-11 — that "only for loyal toads" framing can overlook quiet long-term holders who aren't native English speakers or social posters — and on 2026-08-20 argued the seed/cbBTC phase is for "rich frogs, not fallen," predicting the rest gets airdropped. The 500–1000 reserve deeds (2026-08-19) moved his way.
Why He Matters
@Nico is the community's evidence-first conscience. He shows his work, dates his guesses, credits others generously, and pulled a post the moment he thought it might dox a member. His 2025-12-30 reminder — "Stop chasing easy / quick wealth... TG reward equally... be bushido 💙" — is proof-of-time lived, not just theorized.
𝕏 Toby on X@PIALKEN7
Theories they push
Theories they endorse (via likes)
Concrete predictions (10)
777,777,777 $TOBY was the minimum holding to be eligible for the original TABOSHI distribution
1,111 taboshi1 leaves required for patience eligibility; 1,254 patience distributed per loyal toad
~80% of TABOSHI token supply effectively locked (via NFT-to-token conversion mechanic), creating a stronger price floor
$TOBY is designed as a flatcoin, stabilizing around 1 or 100 toby = $1 given its 420 trillion supply
Full TobyWorld access ('life-altering money') requires only ~$8 of toby plus 1 TABOSHI (~$9) plus some taboshi — further buying beyond that is speculation
Eligible toads will need to bind/pair 777M toby with 1,111 taboshi1, 1 TABOSHI, and X patience to 'plant a garden' that produces rare golden flakes
The 2,500-land reserve will be airdropped to loyal/patient early toads even if they never actively forged land
777M–777B $TOBY holding range may function as a whale-protection eligibility band for TobyWorld/patience vault access
TG's extended silence is a deliberate mechanism to flush out toads who tried to game TABOSHI minting or snipe patience at low prices
'Lore land deeds' may correspond to real-world territory/tax-jurisdiction concept, inspired by a Gavin Wood 'network states need territory' interview
