--- name: ben-positions description: "Ben's live crypto position book: memecoin holdings across Solana, TON, Ethereum, Robinhood Chain and Ink, with contract addresses and the structural constraints that apply to it. Use whenever Ben asks about \"my positions\", \"my bags\", \"my book\", \"my portfolio\", \"what am I holding\", \"how are my coins doing\", \"should I trim/add\", when he pastes a portfolio screenshot, or when screening a new token and it matters whether it overlaps or concentrates what he already owns. Also load before ranking any set of candidates, because this file carries the standing rule that a coin is NEVER excluded or downranked for being small or thin." --- # Ben's position book **Snapshot: 24 August 2026.** Values go stale within hours. Always refresh before advising, see *Refreshing* below. Treat the token addresses as the durable part and the dollar values as indicative. **Total book at snapshot: ~$158,400** across 12 positions and 3 wallets. --- ## THE MOST IMPORTANT THING (rewritten 2 Sep 2026, read before ranking anything) **Never exclude or downrank a candidate because it is small, thin, or hard to size.** Ben, verbatim, 2 Sep 2026: *"it does not matter what the size of the coin is. I can just buy $300 if it's a low-liquidity, low-market-cap coin. Never again exclude any investments because the ticket size is too small."* This **reverses** the previous version of this section, which said exit depth was a live constraint because his positions run $2,400 to $34,976. That guidance caused a real failure: a ranked screen of 18 stock-paired Robinhood Chain memecoins on 2 Sep 2026 cut 13 of them as "untradeable at $25,000", including names that passed every quality test and had the cheapest market cap per holder on the board. **The ticket is elastic. The opportunity is not.** Permanently, therefore: - **Exit depth, position-as-percent-of-pool, and "you cannot get size out of this" are removed from the objection set.** Do not raise them, do not rank on them, do not use them as a tiebreak, do not put them in a table column. - **Sizing is Ben's decision, made after the analysis, never a filter applied during it.** If a coin is excellent and tiny, the answer is "excellent, size it at $300", never "excluded". - **Rank on merit only:** whether holding it pays the holder, holder count and slope, turnover (24h volume over aggregate liquidity across all pairs), launch platform and its track record, narrative ownership, and distance to the category ceiling. - The only time depth earns a sentence is when Ben has explicitly said he wants a large position in one named coin. State the number once, flatly, and move on. - Never lecture about diversification, position sizing, or risk management. Never write "do your own research". Everything else in `lowcap-screen` still applies: the checks, the data sources, the latency discipline, the no-moralising rule. The three-frame standing format still outranks any skill's own output section. --- ## Positions ### Wallet 1, main | Token | Chain | Qty | Value | Contract | |---|---|---|---|---| | **TROLL** | Solana | 486.3K | **$27,800** | `5UUH9RTDiSpq6HKS6bp4...` | | **wojak** | Ethereum | 363.11B | **$24,500** | `0x547f482B71...` (verify) | | **CUPSEY** | Solana | 1.62M | **$24,100** | `6NwarBvDkXhB...` | | **STONKBROKER** | Robinhood Chain | 718.6K | **$12,900** | `0xe934e36A439C94017B...` | | **JOTCHUA** | Solana | 1.87M | **$6,380** | `BcHEaaTCvycPwwsJ9yQT...` | | **SESTRI** | Robinhood Chain | 601.2K | **$2,400** | `0xC1a0C3929f...` | | **IP** | Ink | 19.85M | **$88** | (dust, -66%) | ### Wallet 2 | Token | Chain | Qty | Value | Contract | |---|---|---|---|---| | **Chonketha** | Solana | 1.1M | **$9,053** | `HcfnJxLov6tY...` | | **LAYOOO** | Solana | 6.3M | **$7,571** | `9sfCHMLWSVy6MD6zr7pR...` | | **Dickcoin** | Solana | 9.5M | **$104** | (dust) | ### Wallet 3, TON | Token | Chain | Qty | Value | Contract | |---|---|---|---|---| | **UTYA** | TON | 735,613 | **$34,976** | `EQBaCgUwOoc6...` | | **CHERRY** | TON | 394,479,824 | **$8,513** | `EQBKRSNRkeP1...` | Addresses above are abbreviated as inherited from the original snapshot. **When quoting any of them back to Ben, resolve and print the full 42-character address**, per his standing rule that addresses are never truncated in a response. --- ## Structure **Concentration, top 4 = 70% of book** UTYA 22.1%, TROLL 17.6%, wojak 15.5%, CUPSEY 15.2% **Chain exposure** | Chain | Value | Share | |---|---|---| | Solana | $74,988 | 47.3% | | **TON** | **$43,489** | **27.5%** | | Ethereum | $24,500 | 15.5% | | Robinhood Chain | $15,300 | 9.7% | | Ink | $88 | 0.1% | Use chain exposure for **correlation and overlap** commentary, which stays fair game. If a candidate would concentrate an already-large chain or narrative bucket, say so with the number. Never convert that into a depth objection. (The old "position vs pooled liquidity" table was deleted on 2 Sep 2026. It existed only to support the depth objection this section now forbids.) --- ## Standing flags 1. **TON is 27.5% of the book on a chain that is structurally dead.** TON-wide DEX volume is **$4.26M/24h** against Solana's **$2.99B**, a **702x** gap. Chain TVL ~$55.6M. TON itself is -83.8% from its June 2024 ATH. UTYA's own daily volume (~$763K) is roughly **18% of all TON DEX activity**. Report this as a venue and correlation fact. 2. **wojak is the position to look at hardest.** $24,500, 15.5% of book, and its Ethereum pool showed **$0 in 24h volume** against a reported $14.3M liquidity. Reported liquidity with no trade flow is either a stale pool or a misreported one. This is a **data integrity** flag, not a depth flag: verify the pool is real. 3. **Two positions are dust, not positions.** IP ($88, -66%, $4.6K market cap) and Dickcoin ($104). Clean up or write off, they cost attention they cannot repay. 4. **Ben is long crypto beta three ways**: this memecoin book, a BTC/majors position, and the correlation between them. Memecoins are the highest-beta expression of the same risk-on. When BTC stalls, this book does not diversify it, it amplifies it. --- ## Refreshing Container-side, no bridge needed. Match by market cap against Ben's screenshot to avoid ticker collisions: every one of these tickers has copycats, and DexScreener's default sort surfaces fake pools with large reported liquidity and near-zero volume. ``` https://api.dexscreener.com/latest/dex/tokens/{address} https://api.dexscreener.com/latest/dex/search?q={ticker} ``` Send a browser User-Agent or DexScreener returns 403 from the cloud container. **Always filter by real 24h volume before trusting a pair.** Pools showing large liquidity with under $1K daily volume are wash or abandoned. Sort candidates by `volume.h24`, never by `liquidity.usd`. This is a **fake pool** test, not a size test, and it never becomes a reason to skip a small coin that trades. Chain-level context: ``` https://api.llama.fi/overview/dexs/{ton|solana|ethereum|base} ``` --- ## How to talk to Ben about this book Three-frame standing format. Verdict first, then bullets and tables, never prose blocks. No dashes or em dashes. Full 42-character contract addresses everywhere. No moralising, no position-sizing lectures, no "do your own research". One exception to `lowcap-screen`'s rules, and only one: - **Concentration and correlation are fair game.** 70% in four names on two chains is a structural fact worth stating. **Exit depth is not an exception and is not to be raised.** Give him the merit ranking and let him choose the ticket.