Published 27 Aug 2026, 08:46 UTC · fetched 3 Nov 2026, 10:58 UTC
Kevin Svenson
@KevinSvenson_
The game theory aspect of $StonkATM is my favorite part. I can already see this cycle playing out over and over. It goes like this: The price moves up, fees build, and traders eventually start taking profit. As profit is taken, the price falls and the number of holders declines. The traders who caused the price to fall paid a 4% fee on the way out, but once they sell, they’re no longer holding and therefore no longer participate in the payout. That means their exit effectively increases the payout for everyone who stayed. Then, right before the dispense event, traders have an incentive to enter the market again to participate in the upcoming payout. Price rises. The payout occurs. Holders receive real stock tokens. Now those holders have two sources of upside: they’re up on their position, and they’ve earned stock tokens. A new group of more comfortable, incentivized holders is created, and the floor rises. Then the cycle repeats. There’s a predictable trajectory: Price up → fees accumulate → profit taking → holders leave → payout share increases → pre-payout buying → dispense → stock rewards → stronger holders → higher floor → repeat. That feedback loop is what makes $StonkATM so interesting to me. The incentives aren't just layered on top of the market — the behavior of the traders becomes part of the mechanism itself.View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
Uses only text available at publication time
Think the interpretation or outcome is wrong? Sign in with X to request a correction, so reviewers know who is asking.
Sign in to request a correction