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Murad 💹🧲
dragos's review for Murad 💹🧲
Score: 475
NEUTRAL

"Complex one to judge, so I'm going for Neutral here"

On the positive side, Murad's thesis brought a lot of attention to memecoins and contributed a lot to the onchain mania imo. At least for me, he was the first person to really articulate the memecoin thesis very well and just make it click. The speech he gave that went viral was extremely powerful. On the same positive side, since his wallets are doxx'd, you cannot acuse him of dumping on his followers (well, at least the funds haven't moved in those wallets, though there are ways in which he could have sold his bags tbh). My problem is that 1) his picks I find extremely random, they seem to be "find a thesis that fits this coin that I want to pump", rather than the *actual* coins that have attention in the market. and 2) he seems very inflexible with his thesis (which in a way I get) and unrealistic (it's great to dream, but we all know the game we are playing and the ppl who fall for the diamond handed thesis are the ones who lose in the end).

58 upvotes
April 27, 2025

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