The Signal
Adin Ross brings Threadguy, Frank, and a room of crypto regulars on stream to turn a public Phantom wallet and an all-ETH portfolio into a live primer. They walk him through finding a token contract on DexScreener, swapping on Jupiter, separating trading funds from a cold wallet, and buying over time instead of trying to nail one exit and re-entry. The conversation runs through MLG, TRUMP, HYPE, and Solana, then returns to the point of doing it publicly: take part in crypto without launching a celebrity token or selling viewers something.
Key Takeaways
- 01
The first buy is a live tutorial
The room has Adin find MLG on DexScreener, copy its contract address, paste it into Jupiter, connect Phantom, and swap SOL. When the wallet briefly shows a loss after the purchase, they tell him not to stare at it and frame the position as something to build over the next month.
- 02
100% ETH is the problem
Adin says his crypto exposure is entirely Ethereum, including the tether he moved into ETH when it hit $2,500 after the tariff selloff. The group treats the concentration—not the ETH thesis itself—as the issue, and sketches a move from 100% ETH toward a spread of BTC, SOL, ETH, and other positions.
- 03
Cold wallet, hot wallet
For long-term holdings they recommend a Ledger that never connects to websites or Jupiter; for funds being traded, they use Phantom on the computer. The distinction is simple in the stream: the cold wallet only receives and sends funds, while the hot wallet is the one exposed to trading activity.
- 04
Buy gradually, not perfectly
When Adin proposes selling ETH at a target, sitting in tether, and waiting for Bitcoin to drop, the answer is that he cannot reliably time the market. The suggested approach is to make the desired shift over time, preserving upside exposure if Bitcoin rises and buying cheaper if it falls.
- 05
No coin, no quick extraction
The room repeatedly says the stream is not a token launch and that Adin should not make one. Their stated aim is a longer-term entry into crypto—following accounts, learning the language, building products, and avoiding the celebrity-coin cycle of launch, dump, and disappearance.
On the Record
“Basically, you stare at this thing called MemeScope. People are making new coins all day, and if you stare at it all day and you just keep practicing that, you can catch some really, really big coins early.”
“I don't want hate at all. I just want to help people. That's really it, so if you guys are telling me exactly what to do, I'm not going to make one move without your guys.”
“I bet a lot of people that you guys all thought I was going to drop, and I'm not. You know, I'm doing this the right way. Most 99% of celebrities, they all drop coins, they would have done that, they rug it, they delete their post, and it's like I'm not doing it. I'm not doing it.”
The Breakdown
A public wallet and the first MLG buy
The stream opens with Frank's primer on finding early memecoins: watch MemeScope, watch newly created coins, and practice. Adin puts a public Phantom wallet on screen and starts with MLG.
The room has him find it on DexScreener, copy the contract into Jupiter, connect Phantom, retain some SOL for swaps, and confirm. When he says the balance is already down $8,000, they tell him not to watch every move.
From all ETH to a portfolio
The main lesson starts with Adin's existing book: he is 100% in Ethereum, including $10 million in tether moved into ETH at $2,500 after the tariff drop. The group objects to concentration, not necessarily ETH.
Their draft cuts ETH toward 10% over the next month, rather than in one trade. Bitcoin gets the largest proposed weight; Solana is the chain they want him able to use for launches.
TRUMP makes the point, not the rule
Adin wants TRUMP because he missed its launch. The table includes people who made money and people who were hurt buying back later, and calls it a one-off "canon event," not a repeatable trade.
It also prompts talk of regulation, ETFs, reserves, and a US government visibly engaging with crypto. Asked what that means for ETH, they say the situation has no real precedent.
Separate the wallet you trade from the wallet you keep
A Ledger, they say, is for long-term bags and should not connect to websites or Jupiter; Phantom is the hot wallet for Solana trading.
Adin then proposes selling ETH into tether at a target and waiting for cheaper Bitcoin. The group instead recommends moving gradually: he keeps exposure if Bitcoin rises and buys cheaper if it falls.
What to follow before buying anything
On Adin's new crypto Twitter, the room favors following traders, builders, and media over random pitches. Threadguy describes Probably Nothing as a media platform with no coin or product to sell; Adin is introduced to GCR, Cobie, Anatoly, Orangie, and Murad.
For viewers without capital to risk, the advice is to learn the language by following accounts and consuming content, not buy random coins. Their shorthand for friends and family is Bitcoin, Solana, then a community or culture they understand.
HYPE, memecoin drawdowns, and a public giveaway
The group compares MLG with FWOG and POPCAT, both well below earlier peaks, then introduces HYPE as an exchange token tied to a business users trade on. They call it a safer volatility play than a memecoin, while distinguishing it from Bitcoin.
Adin then sends selected followers 25 SOL at a time from Phantom and says he will keep using the account on future streams.
An onboarding instead of a launch
At the close, the room repeats that no one is selling a token or product and Adin is not launching a coin. Threadguy frames the sit-down as an introduction to crypto culture with longevity rather than a quick extraction.
Adin says he is here to stay, will check crypto moves with the group, and wants to build a GTA 6 server with a crypto economy. He bought into the market instead of making a token for viewers.
Distilled from the episode transcript · Counterparty Recap Desk
