From the lows: $VVV +15% solana:So11111111111111111111111111111111111111112 +10% $HYPE +10% $ETH +5% $BTC +4% $NEAR +3% Expected PA from Hyperliquid and VVV given their past performance Solana relative strength is notable and probably means the market is pricing in its fundamentals and narratives I highlighted recently

Name & Symbol: Wrapped SOL ($SOL)
Address: So11111111111111111111111111111111111111112

From the lows: $VVV +15% solana:So11111111111111111111111111111111111111112 +10% $HYPE +10% $ETH +5% $BTC +4% $NEAR +3% Expected PA from Hyperliquid and VVV given their past performance Solana relative strength is notable and probably means the market is pricing in its fundamentals and narratives I highlighted recently

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

From the lows: $VVV +15% solana:So11111111111111111111111111111111111111112 +10% $HYPE +10% $ETH +5% $BTC +4% $NEAR +3% Expected performance from Hyperliquid and VVV given their past performance Solana relative strength is notable and probably means the market is pricing in its fundamentals and narratives I highlighted recently

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

From the lows: $VVV +15% solana:So11111111111111111111111111111111111111112 +10% $HYPE +10% $ETH +5% $BTC +4% $NEAR +3% Expected performance from Hyperliquid and VVV given their past performance Solana relative strength is notable and probably means the market is pricing in its fundamentals and narratives I highlighted recently

Name & Symbol: Wrapped SOL ($SOL)
Address: So11111111111111111111111111111111111111112

The most bullish catalyst for solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn is unironically doing an airdrop, this is why Takes away the supply overhang, brings clarity Gives back to the community, improves perception around the token It's also more timely to do now that the token is at all time lows vs doing it at the highs, lots of upside from here if people hold Those that sell will create a flash crash that could signal a cycle bottom and shift sentiment

Name & Symbol: Pump ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

I don't do leverage but actually think this cycle may be different with products like this I'm not going to risk as big of a % on altcoins as last cycle (99%) and believe buying small portions of solana:4sWNB8zGWHkh6UnmwiEtzNxL4XrN7uK9tosbESbJFfVs on flash crashes could be worth it if you want to simply hold It acts as a 3X leveraged ETF like you have for the NASDAQ, SPY etc which requires much less active management Recommend you to study it vs Perps and see which one works best for you

Name & Symbol: xSOL ($xSOL)
Address: 4sWNB8zGWHkh6UnmwiEtzNxL4XrN7uK9tosbESbJFfVs

If the reason you are bullish SOL is because of a KOL then I know you'll sell at a loss Here's reasons why it should do well in the next 1-2 years so you can relax: > #1 in Spot Volume > Big effort to improve tokenomics in the next months > Better spot execution than Binance & Coinbase (and no fees) > Far behind on perps, but lots of opportunity to grow (JTX, Phoenix, Imperial, Flash Trade etc) > Stocks & RWA volume growing every day and hitting ATHs > Stocks integrations with DeFi on things like Kamino (You can borrow using stocks as collateral) > Several apps hitting ATH revenue and expanding beyond crypto users There's a lot more and in your mind I know most of what I said won't feel important but if the token was going up you would be using all these as selling points to shill the token so think about your bias before saying "it doesn't matter"

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Everyone suddenly bullish on solana:So11111111111111111111111111111111111111112 because others are bullish now You guys really need to develop your own thoughts and trades

Name & Symbol: Wrapped SOL ($SOL)
Address: So11111111111111111111111111111111111111112

I think SOL will truly be a good investment going into the next bull market There are several proposals to improve tokenomics: SIMD-550 — Double the disinflation rate, to cut over $1 billion in emissions SIMD-553 — Would burn at a base case 2,850 SOL ($200K) per day, $73M per year at a minimum. Higher activity onchain, much bigger burns. Solana is not complacent like Ethereum was. It actually has the distribution, it is technically superior and it has several verticals where it is growing consistently. It lacks perps, and I won't say it will flip Hyperliquid as that seems incredibly difficult to imagine today, but even if it gets to 30% of HL's open interest, it will already be great. This is because Solana is a broad ecosystem, it doesn't need to be the best at everything but it needs to capture a lot of each market. It is a big one, but IF we are able to pass the token improvement proposals + rwas growth continues + defi recovers + AI finds a home here + Perps become a valuable part of Solana and crypto...I think you not regret holding solana:So11111111111111111111111111111111111111112 Questions: — A big part of this thesis depends on the SIMDs passing. The market is undeniably looking for great tokenomics and it is unforgiving. — This doesn't mean you should be buying now. I think we are still due more downside in crypto so you may get much better prices over the summer. — Will SOL outperform HYPE? I have no idea, but I lean towards a no, that can change if context changes. — Will it get to new ATHs? Difficult to answer. I think you shouldn't care about trying to make new ATHs. Even if you bought now and sold at $200 it would be insane ROI.

Name & Symbol: Wrapped SOL ($SOL)
Address: So11111111111111111111111111111111111111112

Do not make the mistake of longing on leverage the first time hot tokens drop You'll get liquidated pretty fast Lots of people bought into NEAR ZEC HYPE VVV out of FOMO and/or momentum trades and now the unwind needs time

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

Time and time again the market is reminding us that Bitcoin literally doesn't matter and even though it can influence price action like yesterday The right tokens recover and make new highs (VVV, NEAR) From the 4 coins mentioned, zcash:native is the only one that hasn't had a second round, so I expect it soon

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

If you are sidelined remember that you can make money 18% APY on Multiply USDe/USDG (Stablecoin Pair) 20% APY on Multiply ONyC (RWA yield, 0 crypto correlation) 8% APY on Lending USDG (Simple Stablecoin Lending) Lots of things to do on @kamino with your capital while you wait for entries.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

We are in a bitcoin bear market but I am noticing how every token pumping has one thing in common: AI $VVV - Private AI Inference $ZEC - Privacy in the age of AI, Quantum Resistant $NEAR - Fully focused on hosting AI products & Privacy of movement Even $HYPE is pumping because of AI. There is no doubt that its tokenomics are working out great, but the decoupling is happening because it enabled liquid perp trading of AI stocks and ETFs, which subsequently drove a large amount of inflows > buybacks > positive PA > more liquidity. Onchain markets already smell an incoming AI season on Solana and Base and there are lots of devs building what may become $100M+ products. I subscribe more and more to the idea that Bitcoin can influence, but not dictate the performance of these tokens and the real question to ask is "when does the AI hype stop". Until this is easily identifiable, crypto x AI will continue its bull run.

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

Somewhat long post on my one criticism of Solana culture atm We don't promote our strengths enough and the things where we are not strong in, we try to make it seem like we are. No one talks about how you can't get better spot execution than on Solana. At this point you can buy ZEC and other tokens and get filled more efficiently than Binance and anywhere else. I am personally very excited about @jtx_trade. Spot still matters, it is what drove the last bull run on Solana... lets focus on that too! We're having a bull run in RWA growth, thanks to @kamino pioneering many yield opportunities and @JupiterExchange for being a very strong competitor and growing the pie. We're becoming the collectibles chain. This is going to be massive. @Collector_Crypt and others are leading the way and we need more eyes on these teams. ICM still matters and will have a big run anywhere in the next 1-2 years and it will happen on Solana. As I write this there are some cracked devs building (REAL) cool stuff and working to align their token to the growth of their ideas. I personally don't like that some accounts are talking about Perps volume on Solana being close to Hyperliquid when most of it is wash trading - do you know anyone trading gold perps on Solana? Maybe you do but there's apparently $2B days of volume on gold followed by $50M days. It is simply not worth mentioning. Lets stay consistent and truthful to the data and context of it. With this being said, a lot of people on CT have no idea what they're talking about. Attacking Solana because solana:So11111111111111111111111111111111111111112 isn't performing is stupid. It is highly dependent on BTC and ETH; they're interconnected. One does not move without the other because majors signal vibe shifts and we haven't had one.

Name & Symbol: Wrapped SOL ($SOL)
Address: So11111111111111111111111111111111111111112

we're in an altseason but it's literally just 4 tokens $VVV zcash:native hyperliquid:native near:native the market has not identified a 5th yet, which is why I thought the entry on NEAR was so obvious the way to trade this is risky, but for as long as there's these 4 gathering all attention you bid the one(s) consolidating while the others run

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

When we are in price discovery/hype like with $ZEC $VVV $HYPE $NEAR, dumps are pretty horrible for late buyers It causes cascades because each of them fear having bought the top so it becomes aggressive If you believe we're going to have a last leg for these tokens then eat the dips up during this weekend I am not sure what I'll be doing, got out of my last trade on NEAR earlier today but am leaning towards dip buying

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

If you're not in HYPE and ZEC it feels bad but you must RESPECT the pump Don't wish for it to go down so you can buy (you won't buy it if it dumps) Wish for good to come to those holding the good coins

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Solana just reached a new ATH in RWA TVL, up 43% QoQ You can get RWA yield that is completely decoupled from crypto You can buy stocks, ETFs, metals, commodities and much more Bridging itself has become so easy that if you don't have funds on Solana you can buy directly using @debridge All of this wasn't possible years ago. You are a few clicks away from building a diversified portfolio onchain.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

crypto is finally starting to see decoupling a very select number of tokens like $ZEC $HYPE $VVV are on their own trends and they have barely been affected by bitcoin going up or down in the past, coins with great fundamentals would not move if BTC didn't allow it we're in a new paradigm

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

This is fucking insane $420 MILLION DOLLARS in just 24 hours In a SINGLE isolated market → Up to 21% APY on Multiply (Max Filled) → 27% APY on LPing USDe/USDG Solana DeFi is very much alive, congrats to Kamino on this crazy run up!

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

You can hate $PUMP but ask yourself this: > $425M ARR, 3.7X FDV/Revenue (vs HYPE at 67x) > Even at 50% buybacks, it neutralizes all upcoming unlocks > Terminal (DEX) growing in market share Is this not an insanely good business? They have a PR problem that needs a lot of work to fix, that's the biggest challenge If you're a $SOL bull, you can't be a $PUMP bear, it's really simple Really good article, recommend reading

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

the next big onchain narrative for solana is not going to be ai it will be perps you have good teams with laughably low MCs that can do a 10x in a week > FlashTrade $FAF - $3.5M FDV > Jito $JTO - $350M FDV (speculating that they may launch perps) > Drift $DRIFT - $80M FDV > Pacifica - No Token Yet (Farming ON) > Phoenix Trade - No Token Yet > Bulk Trade - No Token Yet lots of value here, just needs the right timing and catalyst

Name & Symbol: Drift ($DRIFT)
Address: DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7

It is no secret that Solana is behind Hyperliquid when it comes to perps Its biggest risk is complacency like Ethereum did last cycle - we all know what happened With that being said, from my POV there are only signs of aggressive moves to expand growth in DeFi, AI, RWA....and yes, perps If you're building AI on @solana please reach out to me, happy to help in any way I can

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

defi is a gold mine and you don't have to do much to find it > get paid 16% APY for lending into steady, real-world yield > farm points RWA protocol at the same time > in the safest DeFi protocol on @solana you never know if these RWA protocols like @onrefinance will launch a token but if so its extra yield on top of what you made there is a reason why RWAs have surpassed $1B market size on @kamino users have more trust in yield that comes from real world assets

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

defi is a gold mine and you don't have to do much to find it > get paid 16% APY for lending into steady, real-world yield > farm points RWA protocol at the same time > in the safest DeFi protocol on @solana you never know if these RWA protocols like @onrefinance will launch a token but if so its extra yield on top of what you made there is a reason why RWAs have surpassed $1B market size on @kamino users have more trust in yield that comes from real world assets

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

defi is a gold mine and you don't have to do much to find it > get paid 16% APY for lending into steady, real-world yield > farm points RWA protocol at the same time > in the safest DeFi protocol on @solana you never know if these RWA protocols like @onrefinance will launch a token but if so its extra yield on top of what you made there is a reason why RWAs have surpassed $1B market size on @kamino users have more trust in yield that comes from real world assets

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

defi is a gold mine and you don't have to do much to find it > get paid 16% APY for lending into steady, real-world yield > farm points RWA protocol at the same time > in the safest DeFi protocol on @solana you never know if these RWA protocols like @onrefinance will launch a token but if so its extra yield on top of what you made there is a reason why RWAs have surpassed $1B market size on @kamino users have more trust in yield that comes from real world assets

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

defi is a gold mine and you don't have to do much to find it > get paid 16% APY for lending into steady, real-world yield > farm points RWA protocol at the same time > in the safest DeFi protocol on @solana you never know if these RWA protocols like @onrefinance will launch a token but if so its extra yield on top of what you made there is a reason why RWAs have surpassed $1B market size on @kamino users have more trust in yield that comes from real world assets

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

ONLY IN CRYPTO: You can do this in less than 5 minutes: > Create wallet, no KYC > Buy Stocks > Supply on @kamino > Get paid to borrow against your Stocks collateral > Buy $PRIME spot with borrowed funds, earn 8% APY This relies upon you being bullish on the Stocks/Indexes you borrow against. If stocks dump, the collateral value will drop. There's so much you can do on @solana DeFi. The more you do in the bear the better your eyes will be to spot opportunities in the bull market.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

ONLY IN CRYPTO: You can do this in less than 5 minutes: > Create wallet, no KYC > Buy Stocks > Supply on @kamino > Get paid to borrow against your Stocks collateral > Buy $PRIME spot with borrowed funds, earn 8% APY This relies upon you being bullish on the Stocks/Indexes you borrow against. If stocks dump, the collateral value will drop. There's so much you can do on @solana DeFi. The more you do in the bear the better your eyes will be to spot opportunities in the bull market.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

THIS IS HUGE More people should be talking about this! @kamino is bringing INSTITUTIONAL collateral management to @solana. Institutions can now use natively staked SOL as collateral and access onchain borrowing without moving their assets out of regulated custody This means it just got easier to do DeFi as an institution The institutions are not coming, they're finally here and on @solana

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

If BONK regains market share from PUMP, there is a way to make money with far less risk than buying memes BONK Market Share Up = PUMP's Volume is also up because onchain is alive $SOL would exhibit relative strength and move up and USD1 trading pairs would get a ton of volume. Most people won't think of LPing SOL-USD1 on @orca_so: - Best way to capture upside of SOL + Fees from meme trading. - Safer than buying BONK/PUMP - Much safer than buying memecoins in the trenches Of course, the upside smaller but you probably won't regret losing a ton of money in memes. There are lots of ways to have exposure to narratives with lower risk, it's worth trying to do this thought exercise and find them

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

If BONK regains market share from PUMP, there is a way to make money with far less risk than buying memes BONK Market Share Up = PUMP's Volume is also up because onchain is alive $SOL would exhibit relative strength and move up and USD1 trading pairs would get a ton of volume. Most people won't think of LPing SOL-USD1 on @orca_so: - Best way to capture upside of SOL + Fees from meme trading. - Safer than buying BONK/PUMP - Much safer than buying memecoins in the trenches Of course, the upside smaller but you probably won't regret losing a ton of money in memes. There are lots of ways to have exposure to narratives with lower risk, it's worth trying to do this thought exercise and find them

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

THIS IS HUGE More people should be talking about this! @kamino is bringing INSTITUTIONAL collateral management to @solana. Institutions can now use natively staked SOL as collateral and access onchain borrowing without moving their assets out of regulated custody This means it just got easier to do DeFi as an institution The institutions are not coming, they're finally here and on @solana

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

You can do so much on @solana DeFi: - Stocks exposure like SPY and QQQ (xStocks) - Indirect exposure to Real Estate (PRIME Market) - Fixed yield (PTs) - 300% APY for JLP Multiply If you don't want to do any of it then simply put some stables to work in stablecoin LPs or stake SOL in Lend vaults. All of it is possible on @kamino.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Last cycle, staking my SOL during the bear market got me enough rewards to buy a car If we're in a bear market again and you're going into HODL mode but not getting yield on @kamino, you're going to miss out IMO You can get ~26% APY on stkeSOL or close to 8% with no Multiply https://t.co/7RfgTMVGYJ

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Last cycle, staking my SOL during the bear market got me enough rewards to buy a car If we're in a bear market again and you're going into HODL mode but not getting yield on @kamino, you're going to miss out IMO You can get ~26% APY on stkeSOL or close to 8% with no Multiply https://t.co/7RfgTMVGYJ

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

This trader has $44M uPNL shorting everything that moves, 59 out of 61 positions in the green. He trimmed some shorts on XPL and BTC today, and has a $39M buy order on ETH at $1950 Insane https://t.co/2KW86jDrsc

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

If you're projecting or feeling anger/fomo/envy from seeing PENGUIN explode in the 24 hours... - be happy for others so they celebrate when its you - negative feelings bring negative returns - if lucky, this will bring liquidity and more opportunities be happy for others https://t.co/iLTlNXgvyb

Name & Symbol: Nietzschean Penguin ($PENGUIN)
Address: 8Jx8AAHj86wbQgUTjGuj6GTTL5Ps3cqxKRTvpaJApump

We don't appreciate this enough... DeFi APYs are volatile. They can drop 90% overnight. PRIME/CASH Multiply returned 1.53% (~20.35% APY) MoM. Anyone can verify it in the Backtesting tab across any timeframe or leverage. Not a single crypto app has this, except for @kamino https://t.co/qy8VZAuO3P

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

This trader has +$40M in uPNL through shorting literally every token He is $12.7M up on his XPL shorts alone https://t.co/mzo0tmTwkT

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Making $50 every day on this: > Converted USDC to CASH or PRIME > Multiply for 19% APY (can go up to 23.5%) > Collect & Deploy daily CASH rewards into PRIME spot PRIME = Exposure to U.S. real estate-backed lending I use @kamino daily and am always looking for yield opps https://t.co/MaXgEgOz1U

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Teams like Hyperliquid, Meteora, Jupiter, Pump etc that have been able to create massive revenue sources should be more opportunistic with how they do buybacks: > Don't buy when the price is close to or at ATHs > Stop buying when the token pumps X% in less than Y days/weeks > While money is idle, put some of it on DeFi generating yield > Accelerate buying during market panic/sell-offs > Reduce or Stop buybacks if the runway is at risk I think stopping buybacks because they don't move the price of the token doesn't make much sense and can be interpreted in negative ways: - Most altcoins are down bad, stopping buybacks altogether will just put you in the same category as all other alts that will surely never recover - Sends a signal that buybacks were just there to get people to buy higher than the team rather than sending a message about the confidence of the team in the longterm performance of the token - If the team stops buybacks and then restarts them in the future when the market is in better shape, people will price that in accordingly because they know you can simply stop at anytime (no trust in the token) Hyperliquid made teams think that having constant buying pressure was going to pump prices to infinity but HYPE is the exception, not the norm It's much better to have a strategy that is transparent, sustainable and clearly defined for any investor to see

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Teams like Hyperliquid, Meteora, Jupiter, Pump etc that have been able to create massive revenue sources should be more opportunistic with how they do buybacks: > Don't buy when the price is close to or at ATHs > Stop buying when the token pumps X% in less than Y days/weeks > While money is idle, put some of it on DeFi generating yield > Accelerate buying during market panic/sell-offs > Reduce or Stop buybacks if the runway is at risk I think stopping buybacks because they don't move the price of the token doesn't make much sense and can be interpreted in negative ways: - Most altcoins are down bad, stopping buybacks altogether will just put you in the same category as all other alts that will surely never recover - Sends a signal that buybacks were just there to get people to buy higher than the team rather than sending a message about the confidence of the team in the longterm performance of the token - If the team stops buybacks and then restarts them in the future when the market is in better shape, people will price that in accordingly because they know you can simply stop at anytime (no trust in the token) Hyperliquid made teams think that having constant buying pressure was going to pump prices to infinity but HYPE is the exception, not the norm It's much better to have a strategy that is transparent, sustainable and clearly defined for any investor to see

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

Teams like Hyperliquid, Meteora, Jupiter, Pump etc that have been able to create massive revenue sources should be more opportunistic with how they do buybacks: > Don't buy when the price is close to or at ATHs > Stop buying when the token pumps X% in less than Y days/weeks > While money is idle, put some of it on DeFi generating yield > Accelerate buying during market panic/sell-offs > Reduce or Stop buybacks if the runway is at risk I think stopping buybacks because they don't move the price of the token doesn't make much sense and can be interpreted in negative ways: - Most altcoins are down bad, stopping buybacks altogether will just put you in the same category as all other alts that will surely never recover - Sends a signal that buybacks were just there to get people to buy higher than the team rather than sending a message about the confidence of the team in the longterm performance of the token - If the team stops buybacks and then restarts them in the future when the market is in better shape, people will price that in accordingly because they know you can simply stop at anytime (no trust in the token) Hyperliquid made teams think that having constant buying pressure was going to pump prices to infinity but HYPE is the exception, not the norm It's much better to have a strategy that is transparent, sustainable and clearly defined for any investor to see

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

Teams like Hyperliquid, Meteora, Jupiter, Pump etc that have been able to create massive revenue sources should be more opportunistic with how they do buybacks: > Don't buy when the price is close to or at ATHs > Stop buying when the token pumps X% in less than Y days/weeks > While money is idle, put some of it on DeFi generating yield > Accelerate buying during market panic/sell-offs > Reduce or Stop buybacks if the runway is at risk I think stopping buybacks because they don't move the price of the token doesn't make much sense and can be interpreted in negative ways: - Most altcoins are down bad, stopping buybacks altogether will just put you in the same category as all other alts that will surely never recover - Sends a signal that buybacks were just there to get people to buy higher than the team rather than sending a message about the confidence of the team in the longterm performance of the token - If the team stops buybacks and then restarts them in the future when the market is in better shape, people will price that in accordingly because they know you can simply stop at anytime (no trust in the token) Hyperliquid made teams think that having constant buying pressure was going to pump prices to infinity but HYPE is the exception, not the norm It's much better to have a strategy that is transparent, sustainable and clearly defined for any investor to see

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

What I'm doing with my money in January 1. Prediction Markets Using Prediction Markets to find high probability outcomes that get me to 40% APY - FED Rate Cut Decisions & more 2. DeFi Finding high APY, low-risk assets. Not doing Liquidity Pooling that exposes me to Impermanent Loss. - Stablecoin Farms - PRIME Multiply 3. Crypto Holding my Bitcoin, looking for opportunities to make short trades on altcoins. > Plasma, Pump, Solana, ... 4. Stocks Patiently waiting for stocks to decide whether a correction comes or ATHs. > Intel, Nvidia, Apple, ...

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

What I'm doing with my money in January 1. Prediction Markets Using Prediction Markets to find high probability outcomes that get me to 40% APY - FED Rate Cut Decisions & more 2. DeFi Finding high APY, low-risk assets. Not doing Liquidity Pooling that exposes me to Impermanent Loss. - Stablecoin Farms - PRIME Multiply 3. Crypto Holding my Bitcoin, looking for opportunities to make short trades on altcoins. > Plasma, Pump, Solana, ... 4. Stocks Patiently waiting for stocks to decide whether a correction comes or ATHs. > Intel, Nvidia, Apple, ...

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

What I'm doing with my money in January 1. Prediction Markets Using Prediction Markets to find high probability outcomes that get me to 40% APY - FED Rate Cut Decisions & more 2. DeFi Finding high APY, low-risk assets. Not doing Liquidity Pooling that exposes me to Impermanent Loss. - Stablecoin Farms - PRIME Multiply 3. Crypto Holding my Bitcoin, looking for opportunities to make short trades on altcoins. > Plasma, Pump, Solana, ... 4. Stocks Patiently waiting for stocks to decide whether a correction comes or ATHs. > Intel, Nvidia, Apple, ...

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

What I'm doing with my money in January 1. Prediction Markets Using Prediction Markets to find high probability outcomes that get me to 40% APY - FED Rate Cut Decisions & more 2. DeFi Finding high APY, low-risk assets. Not doing Liquidity Pooling that exposes me to Impermanent Loss. - Stablecoin Farms - PRIME Multiply 3. Crypto Holding my Bitcoin, looking for opportunities to make short trades on altcoins. > Plasma, Pump, Solana, ... 4. Stocks Patiently waiting for stocks to decide whether a correction comes or ATHs. > Intel, Nvidia, Apple, ...

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn