rugged ones is a cabal of 14 degens on telegram. we got rugged, we stayed, and we started writing down what we learned.
this site is our public notebook: the theses we hold, the projects we bought and at what price, the moves we want to make in the meme utility market, and what we are hunting for next.
we are not a project. there is nothing to buy here. read, disagree, or come argue with us in the chat.
attention is the cheapest asset on chain and the fastest to lose. the meme coins that survive a cycle are the ones that bolt a real product onto the attention: a launchpad, a game, a wallet, a payments rail. we are positioning for that category, not for the ticker of the week.
fomo.family turns a group chat into an on chain unit with a shared balance and a shared reputation. for a cabal that already moves together it is free coordination. the application needs five usernames, one dollar each, and five thousand aggregate. we are collecting.
the goat says the sol meme layer does not die, it rotates. the bags that went to zero were the tickers, the rails underneath kept growing. we watch the rails: dex volume, launchpad throughput, wallet growth, and buy the memes that sit on top of the ones still growing.
| project | ticker | entry | size | status | note |
|---|---|---|---|---|---|
| sample position | $RUG | $0.0041 | 18% | holding | the one that made us. never selling the first bag. |
| sample position | $SOL | $141 | 32% | dca | the rails. we add on red weeks. |
| sample position | $FOMO | tbd | 5% | holding | clan deposit plus a small bag for the ride. |
| sample position | $BTC | $— | 45% | holding | not a thesis, a floor. |
size is share of the cabal book, not dollars. entries are the average across members who took the position. nothing here is advice.
find the meme coins that are actually building something and get in before the product is the story.
finish the fomo clan application, then use the shared balance for coordinated entries instead of fourteen separate bags.
every entry, every exit, every thesis on this page with a date. the receipts are the flex.
no open door. new members come by invite, after they have argued with us long enough.
