Nikolas Kahris @nikmaker4t

Full CLOUD holder brief, free: claude.ai/artifact/K9F2n… 94% of 77k holder addresses hold under $10, and 55% of supply sits in program accounts (Squads multisigs and a vesting-style account). Since Oct 16, 46 holders left and 11 arrived.

I ran the holder numbers on $CLOUD @sanctumso: 77,420 holder addresses. 72,641 of them (94%) hold under $10. Only 1,674 hold $100 or more. And one wallet that wasn't a top holder a week ago now holds 3.6M CLOUD (~$227k), all received in the last 7 days. Full method in NK

Full HONEY holder brief, free: claude.ai/artifact/4r3hZ… Five wallets hold exactly 12,500,000 HONEY each, and the largest holder (11.4% of supply) is 43x all HONEY liquidity in SOL/USDC pools.

I ran the holder numbers on $HONEY @Hivemapper. Most of its DEX liquidity isn't real depth: one Orca pool pairs HONEY with an obscure token (SJ) and shows $4.9M liquidity on ~$72k daily volume. Pools against SOL and USDC hold ~$35k combined.

@PantaHQ @Nectar_finance @SuperteamNG For my own position: 2.03 NO shares don't pay $2.03 if I'm right. They pay $1.63. Full rewrite, with the arithmetic and three one-line fixes: docs.google.com/document/d/1-Y… @PantaHQ @Nectar_finance @SuperteamNG #PantaMarkets

@PantaHQ @Nectar_finance @SuperteamNG Where the missing fifth goes: Panta's own create-market form states a base creator royalty of 20%. 1 − 0.7951 = 0.2049. It isn't hidden. But the card shows the price far more prominently than the payout, and it's the ratio that tells you what you're being offered.

I put $1 on @PantaHQ this week. Before I did, I tried to work out what the prices were saying. Two of them were saying different things about the same competition. 🧵

I ran the holder numbers on GP @GraphiteProto: Unusually steady holders. Only 2 of the 23 top holders I could measure changed their balance at all in the last 7 days. Three program-controlled accounts hold 37.3% of supply and didn't move.

I do these for Solana projects: the full holder brief, weekly, in plain language. The first one is free. Sample: claude.ai/artifact/TqS19…

And some holders just don't move. In $GP, only 2 of the 23 top holders I could measure changed their balance at all in the last 7 days.

The same patterns keep showing up:I've now read the full holder lists of 12 Solana tokens: NOS, CLOUD, TNSR, HONEY, arc, KLED, SONIC, NATIX, SHDW, GP, SLX and PRL. The same patterns keep showing up:

And one Orca pool pairs ARC with an obscure token (SJ), showing $4.9M liquidity on ~$600 daily volume. Method in my pinned thread.

I ran the holder numbers on $arc @Playgrounds0x: Top 10 holders control 81.7% of supply. The biggest is one very active wallet (1,000+ tx this week, likely an exchange) at 22%. Three quiet wallets hold 13.1%, 12.3% and 8.8%, untouched all week.

Also: the largest holder (11.4% of supply) moved 75.8M HONEY out in one transaction this week. Method in my pinned thread.