MAK CapitalCrypto Desk
Archive/2026-10-02Meme

Meme Trenches

Meme Trenches Daily Pack — Fri Oct 2, 2026

As-of: ~09:15 ET America/New_York

1) Market context

  • Market narrative: PUMP main rotation bid; SPX6900 cult bid; Solana meme quality weak / no clean new runner; Base tokenized-stock DEX vol $1.5B/30d mostly Aerodrome (narrative, not early trench); Pump.fun = launchpad-token discussion, no fresh early call
  • Digest meme notes: Musk-related rumor CA → Dex = CALI ~$2.54M (mid / rumor ≠ board); RH names OTIS/VRA/SANTACOIN/GENIE/TROLL/PEPONS/MOO/SI/U/WOOF + $LEE — verify each before board (LEE: no Dex pairs)
  • Day 3 post RH cliff (Cos): size/liq over chase — micros still repricing after Sep 29 gas-subsidy end

2) Ranked trench hits (by Trench Score)

Early / micro focus only. Mid-cap context (SPX, STONK, CASHCAT, SCHIFFY, MONITOR, DRB, VRAX, BUCKET, GENIE, CALI, ~$2M+) lives in §5 — not trench board.

  1. FEELSGOOD Sol — Trench 68 (deepest early Sol liq carry; +8% 24h; $187k vol)
  2. HI (Hallow Inu) Sol — 64 (HOT seasonal carry; +28%; $508k vol; boost 100)
  3. CAT (SPYx) Sol — 54 (RWA-linked; +8%; tape alive)
  4. Holdoween Sol — 50 (Oct seasonal hold; −32% fade / still sell-skew)
  5. BARSIK Sol — 50 (best liq/mcap; +13%; vol improved ~$15k)
  6. WHEN RH — 48 (deepest clean RH micro pool; −5% stabilize)
  7. UPTOBER Base — 46 (NEW early Base; +191%; $33k liq / lottery)
  8. GRUMPY RH — 44 (NEW early RH; +36%; boost 100; $102k vol)
  9. CASHED RH — 42 (Day-3 continued −15%; vol still real)
  10. AD RH — 40 (−21%; $130k vol still prints)

Watch only (not scored lead): FLOPPY Sol (demoted −42% RWA fade), PRIME RH (demoted Day-3 fade −25% after Thu bounce), NUMMUS Sol (size without strong tape), ROO RH (+25% bounce / thin liq), HOODCATS RH (continued fade), SANTAHOOD RH (boost-rented), OTIS RH (digest mention / fresh lottery — verify before promote). Dead: COMANDO ($2.5k), LEE (no Dex pairs), LONGBOI (no pairs), UPTOBER Sol clone (prior), VRAX mid wipe (flat dust — see §5). Digest avoid / not trench: Musk rumor CALI mid; GENIE $15.7M mid; Cate/VELRO/PAR/COON/PULSO/clones/phishing/HOOKR/RCPTS/Backpack animal unless clean Dex.

3) Full table (early trench)

TokenChainCA (full)McapLiqMentions*TrenchHookRisk flagsSources
FEELSGOODSol$1.64M$143k~3268Feels Good Man; deepest early SolPEPE-quote pair; multi-pairDex Raydium CPMM
HISol$392k$62k~2264HOT Hallow Inu; +28% / $508k volboost 100; lotteryDex PumpSwap
CATSol$307k$49k~2454Catching Absolute Tops × SPYx RWAthin ~$4k volDex Raydium SPYx
HoldoweenSol$584k$81k~3050hold til Halloween; −32% fadeextreme sell:buy skew (2.1k/79.8k)Dex PumpSwap
BARSIKSol$196k$101k~2050Hasbulla cat; best liq ratioolder ID; modest volDex Raydium SOL
WHENRH$220k$55k~1848When on RH; cleanest RH microDay-3 bleed slowingDex Uniswap v3 WETH
UPTOBERBase$83k$33k~1246NEW Base seasonal; +191%brand-new lottery; buy-skewDex Uniswap v4 ETH
GRUMPYRH$101k$31k~1644NEW Grumpy Cat; +36%boost 100; Day-3 RHDex Uniswap v4 ETH
CASHEDRH$317k$57k~2442Cashed Money; Day-3−15% / clonesDex Uniswap v4 ETH
ADRH$108k$27k~1840Artificial Doge; $130k vol−21%; multi-pairDex Uniswap v4 ETH

*Mentions = provisional (digest × persistence). Soft.

Secondary / watch (not ranked lead)

TokenChainCAMcapLiqNote
FLOPPYSol$137k$35kdemoted — SNDK RWA fade −42%
PRIMERH$98k$70kdemoted — Day-3 fade −25% after Thu bounce; still best RH liq ratio
NUMMUSSol$1.55M$141ksize +19%; vol ~$11k — soft tape
ROORH$101k$24k+25% bounce; $280k churn; thin liq
HOODCATSRH$81k$23kcontinued fade −19%
SANTAHOODRH$694k$106kSANTACOIN ticker; +7%; boost-rented watch
OTISRHdigest mention——fresh AI-agent lottery; verify CA/liq before promote

Thu → Fri board refresh (highest-liq)

TokenThu ~mcap/liqFri highest-liqStatus
FEELSGOOD$1.52M / $135k$1.64M / $143kHOLD lead (+8%)
Holdoween$840k / $95k$584k / $81kHOLD / fade (−32%)
HI$291k / $51k$392k / $62kUP / HOT (+28%)
FLOPPY$237k / $46k$137k / $35kDEMOTE → watch (−42%)
CAT SPYx$285k / $47k$307k / $49kHOLD (+8%)
PRIME$129k / $83k$98k / $70kDEMOTE → watch (−25%)
AD$139k / $30k$108k / $27kHOLD secondary (−21%)
WHEN$233k / $56k$220k / $55kHOLD (−5%)
BARSIK$174k / $93k$196k / $101kUP (+13% / vol up)
CASHED$376k / $62k$317k / $57kHOLD / Day-3 bleed (−15%)
NUMMUS$1.30M / $127k$1.55M / $141kWATCH (+19% / soft tape)
HOODCATS$101k / $26k$81k / $23kWATCH (−19%)
ROO$80k / $21k$101k / $24kWATCH bounce (+25%)
SANTAHOOD$631k / $101k$694k / $106kWATCH (+7%)
COMANDO$2.7k / $2.9k$2.5k / $2.7kDEAD
UPTOBER Base—$83k / $33kNEW early Base
GRUMPY RH—$101k / $31kNEW early RH

NEW early: UPTOBER Base, GRUMPY RH. DEAD: COMANDO (still), LEE (no pairs). DEMOTE: FLOPPY → watch; PRIME → watch. Day-3 one-liner: RH still size/liq over chase — WHEN/CASHED bleed slowing vs PRIME bounce fade; Sol quality weak except HI seasonal; first clean Base early (UPTOBER) is lottery-fresh.

4) Hot vs fading vs avoid

HOT / early: HI seasonal +28% / $508k vol, FEELSGOOD deepest Sol liq, GRUMPY NEW RH +36%, UPTOBER NEW Base lottery, BARSIK liq-ratio UP, CAT RWA hold.

FADING / soft: FLOPPY demoted (−42%), PRIME demoted (−25%), Holdoween (−32% / sell-skew), AD (−21%), HOODCATS (−19%), CASHED (−15%), COMANDO dead, NUMMUS soft tape, VRAX dust (§5).

AVOID:

  • Musk rumor CALI — Dex prints ~$2.54M / $194k; rumor ≠ board; mid anyway
  • GENIE RH — digest name; $15.7M / $849k mid; boost-500 ≠ early trench
  • $LEE — no Dex pairs this pass
  • Backpack animal — prior unverified / mid
  • HOOKR — shill-risk / mid-infra
  • RCPTS — shill-risk; no clean early pair
  • Cate / CATE — prior low-conf / vapor unless clean Dex
  • VELRO — bot/self-shill; no verified clean CA
  • PAR — launchpad utility / self-shill
  • Cortex RH — dust profile spam
  • COON + clone
  • PULSO — no tradable RH Dex pair
  • Jumper
  • URMOM
  • PAWS / ROBIN — no usable Dex pairs
  • UPTOBER Sol clone — not the Base NEW CA
  • MURAD / UsePaid
  • CASHED clones — only
  • VRAX clones / Commander boost spam — only prior CA if any, now dust
  • Netlify claim phishing: rewards-concrete.xyz, memecoin-eligibility.netlify.app, free-memecoin.netlify.app
  • Zero-view Pump launches; single-account RH shills; rented boosts ≠ capital; digest RH name-drops (PEPONS/TROLL/MOO/SI/U/WOOF) without verified early liq

5) RWA-linked + mid-cap context (NOT trench board)

  • CAT × SPYx — on early board ($307k / $49k); RWA hook
  • FLOPPY × SNDK — demoted to watch ($137k / $35k / −42%)
  • PRIME × AMZN — demoted to watch ($98k / $70k / −25%)
  • BUCKET RH — $2.85M / $144k; −24% 24h; stock-payout meta; mid-micro NOT trench
  • VRAX RH — dust $33k / $16k (flat) — mid moonshot dead; context only
  • SCHIFFY OG × GLD — $4.62M / $576k; +21% 24h; mid-cap NOT trench
  • MONITOR × PLTR — $3.77M / $636k; +18% 24h; mid-cap
  • STONK Sol — ~$209M mcap / $3.01M liq (Orca highest-liq); +12% 24h; launchpad mid-cap
  • SPX6900 ETH — $422M / $12.9M; +3.9% 24h; digest cult bid; mature NOT early
  • CASHCAT RH — ~$175M / $4.95M; +2.9%; mid-cap / RH culture
  • DRB Base — $25.0M / $1.82M; +10% 24h; Base mature benchmark only
  • GENIE RH — $15.7M / $849k; digest RH name; NOT trench
  • CALI Sol — $2.54M / $194k; Musk-rumor CA; −21%; mid / rumor ≠ board
  • SANTAHOOD / SANTACOIN RH — $694k / $106k; watch / near mid
  • PEPONS / TROLL — digest RH mentions ~$1.5M / ~$846k range; mid-micro context only unless re-verified early

6) WHAT COULD I BE WRONG ABOUT?

  • Day-3 post-cliff RH bleed may still not be done — CASHED/AD/HOODCATS can keep repricing as gas costs bite.
  • PRIME demotion can reverse if AMZN-pair tape re-bids — liq ratio still best on RH micros.
  • UPTOBER Base is brand-new (+191% / buy-skew) — can zero as fast as COMANDO; Sol UPTOBER clone history is a yellow flag even though CA differs.
  • HI seasonal + GRUMPY boost-100 can both be rented momentum — lottery risk.
  • Holdoween sell-skew may be indexer/bot artifact — or real exit into Halloween narrative.
  • FLOPPY RWA demote may reverse if SNDK tape re-heats.
  • FEELSGOOD PEPE-quote pair can mislead USD reads vs SOL pairs.
  • BARSIK may still be ticker collision with older Hasbulla cat — persistence ≠ freshness.
  • NUMMUS size masks soft tape.
  • Musk CALI rumor could re-ignite as “real” narrative — still mid / not early; don’t front-run rumor.
  • Digest RH name-drops (OTIS/PEPONS/TROLL/MOO/etc.) may hide a quiet early with clean Dex we missed this pass.
  • Multi-pair RH/Sol mcap traps — always use highest-liq from §3.
  • Base tokenized-stock $1.5B/30d Aerodrome narrative still ≠ early meme trench beyond UPTOBER lottery.

7) Base coverage note

First clean early Base this week: UPTOBER — $83k / $33k / +191% (lottery-fresh; on board §2/§3). Digest Base tokenized-stock DEX vol $1.5B/30d mostly Aerodrome remains narrative / mid flow, not early trench. DRB remains mature Base benchmark only (mid-cap §5, $25.0M). No BASEJUICE / TOSHI / BRETT / XDP added without clean early CA + liq verify. Do not confuse with Sol UPTOBER clone (avoid).

8) Suggested board for Cos (early trench — copy these CAs)

  1. FEELSGOOD (deepest Sol liq / +8%)
  2. HI (HOT Sol seasonal +28%)
  3. CAT (SPYx RWA)
  4. Holdoween (−32% / sell-skew)
  5. BARSIK (best liq ratio)
  6. WHEN (cleanest RH micro)
  7. UPTOBER Base (NEW Base lottery)
  8. GRUMPY (NEW RH +36%)
  9. CASHED (Day-3 bleed — size/liq only)
  10. AD

Watch only: FLOPPY , PRIME , NUMMUS , ROO , HOODCATS , SANTAHOOD . Dead: COMANDO, LEE (no pairs), LONGBOI, UPTOBER Sol clone; VRAX mid dust. Mid-cap only (not trench): SPX6900, STONK, CASHCAT, SCHIFFY, MONITOR, DRB, BUCKET, GENIE ($15.7M), CALI Musk-rumor ($2.54M); also HOOKR / Backpack animal. Hard avoid: Musk rumor as board, GENIE/LEE unverified-early, Cate/VELRO/PAR, Cortex dust, COON+clone, PULSO, Jumper, URMOM, PAWS, ROBIN, UPTOBER Sol clone, MURAD UsePaid, CASHED clones, VRAX clones, Netlify claim phishing.

Day-3 post-cliff one-liner: RH early board still size/liq over chase — WHEN/CASHED stabilize vs PRIME bounce fade; Sol quality weak except HI; Base finally prints one early (UPTOBER lottery) against tokenized-stock narrative.

Ready for Cos handoff / 9:30 brief.

Sources / technical notes
  • DIGEST: https://makcapitaldaily.grok.me — browser-warmed As-of 2026-10-02 08:08 ET, status DIGEST_OK.
  • Automated HTTP/WebFetch can return a stale Sep 22 SSR body; do not use it to replace the browser-warmed DIGEST_ASOF.
  • Mentions are provisional (digest lead × persistence); DexScreener pairs, boosts/profiles, and public WebSearch were used for verification.
  • Source pack: /workspace/crypto-packs/2026-10-02/meme-trenches.md