@plutus4246
ActiveTheoristLast active 2026-05-20
Speculation profile
The resident numbers-and-mechanics analyst — drier, more skeptical and detail-obsessed than the mega-bulls — who relentlessly clarifies Patience vault mechanics (cliff vs vesting vs streaming, 1.7 tokens/day over 730 dawns, the unexplained ~97-token gap, the $1 Sablier withdrawal fee) and corrects AI-overview misinformation. His speculation is valuation-driven: he runs explicit price math (777,777,777 Toby ≈ $1,800 at $1B MC; ~40 Toby per Satoshi if BTC=$21T and Toby=$100B), argues Toby is the most undervalued of the three tokens (Taboshi/Patience overpriced relative to scarcity due to "buyers' fatigue"), and models Superfluid-style streamed staking pools as a template for Tobyworld yield. He's cautiously bullish long-term but openly critical: he believes the cancelled/broken vault promise cost Toby its "liftoff" and voices "serious doubts... that we can recover from this mistake," while still holding since the beginning. Trader-minded (god candles, capitulation flushes, "wait for it... NOW"), tax-savvy, and consistently self-described as "objective" rather than a maxi.
Show 14 messages behind this profile
- 2025-07-11smart wallet kinda sucks rn, imo
- 2025-07-14I guess we'll see. There are a lot of very large holders that will be looking to take profits at some point. If one is thinking "yeah, but think how high the Bored Apes went", it's important to keep in mind that there were only 10K of those ever minted
- 2025-07-17I have a LOT of stuff under DeFi, but Patience is the only one in a section labeled "vesting"
- 2025-07-18Funny how nobody's talking about the price of Toby anymore ;)
- 2025-07-20Something just occurred to me... remember when the original Taboshi eligibility site said "not eligible" if you didn't enter the wallet address in all lower case? Could something similar be going on here, where wallets that actually are eligible are being shown as "not eligible" because of some fo
- 2025-07-21I just noticed there's also a flat $1 ETH fee (paid to Sablier) for each withdrawal from the vault to a wallet
- 2025-07-25The vault unlocks on 9/4 so that the stream can begin. Nothing can happen before then (except cancellation). Once it's unlocked, the stream can begin. The only amount that will be withdrawable is the cumulative total of the daily "drips."
- 2025-07-27You're free to list Toby any time you like! no admins needed ❤️
- 2025-07-29interesting stats - where is this from? The TVL for the Toby pool caught my eye. $465K is much higher than I'm seeing reported elsewhere
- 2025-08-10Taboshi isn't still tradeable on Zora, is it? Last time I checked, the buy/sell buttons were gone.
- 2025-08-21So bizarre... on the Base app, you can swap for Toby, but no buy/sell. My Coinbase app just updated and now I can buy/sell Toby there, but no swap?!?
- 2025-08-27Also it's probably more under valued than Patience, at these relative levels
- 2025-09-21I think you misunderstood me. I was simply admiring Craig Key because mm72 made me think of it But I lived mostly around mm30
- 2025-11-28It's still in Beta, so there will be bugs
A sample of this member’s ecosystem/roadmap messages, drawn across their history — the kind of posts that inform the summary above.
Theories they push
Theories they endorse (via likes)
Concrete predictions (2)
Patience vault: 1.7 tokens/day over 730 dawns; $1 Sablier withdrawal fee
Price math: 777,777,777 Toby = ~$1,800 at $1B MC; ~40 Toby per Satoshi if BTC=$21T and Toby=$100B