Pump.fun & The End of Tokens

The impact of pump.fun and the problem of infinite coins.

Jul 18 • 

Tom Mitchelhill

2

The Death of Alt Season & The Continuation of Sector-Specific Speculation — NGMI Newsletter #12

the end of "alt season," why a shitload of alts will still melt faces, bitcoin dominance & all time july, market overview, treasury company ponzinomics…

Jul 15 • 

Tom Mitchelhill

1

These Joyful Delights Have Joyful Ends — NGMI Newsletter #11

tokenized private companies, a hidden alt season, the future of futures, robinhood vs coinbase, solana capital markets, NGMI Capital goes airdrop…

Jul 1 • 

Tom Mitchelhill

May 2025

Tariffs. For Real? - NGMI Newsletter #10

Trump, Tariffs, Fortune & Fartcoin, NGMI Capital updates & more.

May 27 • 

Tom Mitchelhill

5

4

September 2024

Edging - NGMI Newsletter #9

Price action teasing, the end of free money, gaining an ‘edge’ on the market, NGMI Capital Updates and more.

Sep 19, 2024 • 

Tom Mitchelhill

1

August 2024

A Beautiful Recovery — Newsletter #8

Studying the bounce & the alts that outperformed, it's time to be bullish ETH (for real this time), the virtue of degenerate gambling, NGMI Capital…

Aug 17, 2024 • 

Tom Mitchelhill

2

June 2024

Patience — Newsletter #7

The Ethereum ETF will disappoint, memecoins aren't going anywhere, celebrity coins, dimethyltryptamine, NGMI Capital updates and much more.

Jun 20, 2024 • 

Tom Mitchelhill

1

May 2024

It's Really That Easy — Newsletter #6

Staying bullish despite miserable chopsolidation, white-knuckling putrid dips, airdrop farming chicanery, NGMI Capital updates and more.

May 8, 2024 • 

Tom Mitchelhill

1

April 2024

Don't Falter, Don't Fuck It Up — NGMI Newsletter #5

Now is not the time to lose conviction, that comes later. Market overview, Ethereum ETF prediction, SEC vs. Uniswap, NGMI Capital updates and more.

Apr 12, 2024 • 

Tom Mitchelhill

3

Don't Panic: We're Going so Much Higher — NGMI Newsletter #4

Market overview special, upcoming trends to be very excited about, imminent Solana pumpage, delayed Ethereum moves, NGMI Capital Updates & more

Apr 4, 2024 • 

Tom Mitchelhill

4

March 2024

Bitcoin + BlackRock = Big Bull Market — NGMI Newsletter #3

Unholy ETF inflows, Solana memes, left-curve alt season is simple, NGMI Capital Updates and more.

Mar 27, 2024 • 

Tom Mitchelhill

2

1

February 2024

Dips Are For Buying — NGMI Newsletter #2

Purchasing more Ethereum, Layer2s get ready for liftoff, altcoin pumpamentals, NGMI Capital Portfolio Updates, merch and more.

Feb 26, 2024 • 

Tom Mitchelhill

2