$ENA could end up being one of the biggest winners from the stablecoin yield debate. U.S. stablecoin rules aren’t trying to kill stablecoins.. they’re trying to stop regulated issuers like Circle from competing directly with bank savings accounts through passive yield. That creates a split in the market. Circle and USDC become the regulated settlement layer for institutions and tokenized assets. Their $222M Arc raise backed by names like BlackRock, Apollo, ICE, Standard Chartered, and a16z shows stablecoins are now being valued as financial infrastructure. But yield demand doesn’t disappear. It moves. Ethena sits on the other side of that trade through crypto-native synthetic dollars, funding markets, and yield infrastructure that doesn’t look like a traditional bank deposit. And around that, the rest of the stack forms: $Aave and $Morpho become the lending and credit layer. $Pendle becomes the fixed income market for trading future yield. People still view these as separate DeFi apps. What’s actually forming is an entirely new financial system built onchain.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

The interesting part about $Pendle integrating assets tied to Strategy isn’t even the yield. It’s that entirely new fixed income and credit markets start forming once these assets plug into DeFi rails. Before this, something like $STRC mostly just sat there as passive exposure. Now the same asset can be structured into fixed yield positions, directional yield speculation, liquidity provisioning, and eventually reusable collateral once PT markets integrate deeper with systems like Aave and Morpho. That’s where the dynamic changes. Yield bearing assets stop acting like static products and start behaving more like programmable financial primitives moving through lending markets, leverage systems, and recursive liquidity loops. Feels like DeFi is slowly rebuilding structured credit markets onchain around programmable collateral instead of traditional balance sheets.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

$Morpho feels like one of the cleaner DeFi 2.0 bets because it’s shifting lending away from one giant shared system into modular financial infrastructure. The first generation of DeFi bundled liquidity, collateral, markets, and risk together. Morpho is breaking all of that apart into customizable layers where apps, institutions, vaults, and protocols can build their own lending environments on top of open rails. This is usually how technology evolves over time. The biggest winners stop being applications and become infrastructure everything else plugs into.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

The market is heavily underestimating which DeFi protocols benefit most from TradFi adoption. When trillions move onchain through stablecoins, tokenized treasuries, RWAs, ETFs, and AI-driven settlement, capital flows toward the infrastructure layer first. Aave becomes the lending market. Uniswap & Curve become liquidity hubs. Chainlink becomes the data/oracle standard. Ondo & Maple become tokenization + credit rails. Pendle becomes the fixed income/yield layer. This is why BlackRock building on Ethereum matters. The opportunity isn’t just “crypto goes up.” It’s that an entirely new financial system is slowly forming onchain and these protocols are positioning themselves as the rails underneath it.

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

In 2021 everyone was on ETH for NFTs. Most missed the SOL trade, then migrated over once memes and retail speculation took center stage in 2024. The reverse likely happens this cycle. As tokenization, stablecoins, RWAs, ETFs, treasury companies, and AI agents continue converging toward Ethereum rails, many will end up offsides again chasing the previous cycle’s narrative. Simply osmosis.

Name & Symbol: memes will continue ($memes)
Address: 0xf74548802f4c700315f019fde17178b392ee4444

Pump hackathon winners aren’t random AI coins. They’re early experiments across an emerging AI x crypto stack: $PUMPCADE → ultra-fast prediction markets / live speculation $ZAUTH → identity/auth layer $CODEC → data structuring for AI $CLAW → trading / execution tooling $DEXTER → AI trading assistant $CLUDE → LLM interface into crypto/apps $BLOXX → AI game launchpad w/ onchain data $OPAL → gaming agents $SCAN → onchain analytics / discovery Individually: early, noisy, undefined Together: a stack starting to take shape identity → data → execution → interface → apps Agents become the users Crypto becomes the backend @Pumpfun $PUMP

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

Pump hackathon winners aren’t random AI coins. They’re pieces of an AI agent stack onchain: solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu → launch + liquidity router for new tokens solana:DNhQZ1CE9qZ2FNrVhsCXwQJ2vZG8ufZkcYakTS5Jpump → onchain identity/auth for agents + users solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump → compress/structure onchain data for faster AI use solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump → trading infra + agent execution layer solana:EfPoo4wWgxKVToit7yX5VtXXBrhao4G8L7vrbKy6pump → AI trading copilot for onchain markets $CLUDE → LLM interface to interact with crypto/apps solana:B1rGc4HM4Q6q4nU78ADM7fGguxqiasH53fh6ViDXpump → dev/API layer to plug apps into onchain data solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump → AI agents for gaming (LoL-focused training + play) $SCAN → real-time onchain analytics + discovery Individually: early, noisy, replaceable Together: a full stack forming identity → data → execution → interface → apps Agents are the end users Crypto is the backend @Pumpfun solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Name & Symbol: PUMPCADE ($PUMPCADE)
Address: Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu

Pump hackathon winners aren’t random AI coins. They’re pieces of an AI agent stack onchain: solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu → launch + liquidity router for new tokens solana:DNhQZ1CE9qZ2FNrVhsCXwQJ2vZG8ufZkcYakTS5Jpump → onchain identity/auth for agents + users solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump → compress/structure onchain data for faster AI use solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump → trading infra + agent execution layer solana:EfPoo4wWgxKVToit7yX5VtXXBrhao4G8L7vrbKy6pump → AI trading copilot for onchain markets $CLUDE → LLM interface to interact with crypto/apps solana:B1rGc4HM4Q6q4nU78ADM7fGguxqiasH53fh6ViDXpump → dev/API layer to plug apps into onchain data solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump → AI agents for gaming (LoL-focused training + play) $SCAN → real-time onchain analytics + discovery Individually: early, noisy, replaceable Together: a full stack forming identity → data → execution → interface → apps Agents are the end users Crypto is the backend @Pumpfun solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Name & Symbol: Dexter AI ($DEXTER)
Address: EfPoo4wWgxKVToit7yX5VtXXBrhao4G8L7vrbKy6pump

Pump hackathon winners aren’t random AI coins. They’re pieces of an AI agent stack onchain: solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu → launch + liquidity router for new tokens solana:DNhQZ1CE9qZ2FNrVhsCXwQJ2vZG8ufZkcYakTS5Jpump → onchain identity/auth for agents + users solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump → compress/structure onchain data for faster AI use solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump → trading infra + agent execution layer solana:EfPoo4wWgxKVToit7yX5VtXXBrhao4G8L7vrbKy6pump → AI trading copilot for onchain markets $CLUDE → LLM interface to interact with crypto/apps solana:B1rGc4HM4Q6q4nU78ADM7fGguxqiasH53fh6ViDXpump → dev/API layer to plug apps into onchain data solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump → AI agents for gaming (LoL-focused training + play) $SCAN → real-time onchain analytics + discovery Individually: early, noisy, replaceable Together: a full stack forming identity → data → execution → interface → apps Agents are the end users Crypto is the backend @Pumpfun solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Name & Symbol: zauthx402 ($ZAUTH)
Address: DNhQZ1CE9qZ2FNrVhsCXwQJ2vZG8ufZkcYakTS5Jpump

Pump hackathon winners aren’t random AI coins. They’re pieces of an AI agent stack onchain: solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu → launch + liquidity router for new tokens solana:DNhQZ1CE9qZ2FNrVhsCXwQJ2vZG8ufZkcYakTS5Jpump → onchain identity/auth for agents + users solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump → compress/structure onchain data for faster AI use solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump → trading infra + agent execution layer solana:EfPoo4wWgxKVToit7yX5VtXXBrhao4G8L7vrbKy6pump → AI trading copilot for onchain markets $CLUDE → LLM interface to interact with crypto/apps solana:B1rGc4HM4Q6q4nU78ADM7fGguxqiasH53fh6ViDXpump → dev/API layer to plug apps into onchain data solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump → AI agents for gaming (LoL-focused training + play) $SCAN → real-time onchain analytics + discovery Individually: early, noisy, replaceable Together: a full stack forming identity → data → execution → interface → apps Agents are the end users Crypto is the backend @Pumpfun solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Name & Symbol: clawpump.tech ($CLAW)
Address: 739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump

Pump hackathon winners aren’t random AI coins. They’re pieces of an AI agent stack onchain: solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu → launch + liquidity router for new tokens solana:DNhQZ1CE9qZ2FNrVhsCXwQJ2vZG8ufZkcYakTS5Jpump → onchain identity/auth for agents + users solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump → compress/structure onchain data for faster AI use solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump → trading infra + agent execution layer solana:EfPoo4wWgxKVToit7yX5VtXXBrhao4G8L7vrbKy6pump → AI trading copilot for onchain markets $CLUDE → LLM interface to interact with crypto/apps solana:B1rGc4HM4Q6q4nU78ADM7fGguxqiasH53fh6ViDXpump → dev/API layer to plug apps into onchain data solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump → AI agents for gaming (LoL-focused training + play) $SCAN → real-time onchain analytics + discovery Individually: early, noisy, replaceable Together: a full stack forming identity → data → execution → interface → apps Agents are the end users Crypto is the backend @Pumpfun solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Name & Symbol: Opal ($OPAL)
Address: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump

Pump hackathon winners aren’t random AI coins. They’re pieces of an AI agent stack onchain: solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu → launch + liquidity router for new tokens solana:DNhQZ1CE9qZ2FNrVhsCXwQJ2vZG8ufZkcYakTS5Jpump → onchain identity/auth for agents + users solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump → compress/structure onchain data for faster AI use solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump → trading infra + agent execution layer solana:EfPoo4wWgxKVToit7yX5VtXXBrhao4G8L7vrbKy6pump → AI trading copilot for onchain markets $CLUDE → LLM interface to interact with crypto/apps solana:B1rGc4HM4Q6q4nU78ADM7fGguxqiasH53fh6ViDXpump → dev/API layer to plug apps into onchain data solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump → AI agents for gaming (LoL-focused training + play) $SCAN → real-time onchain analytics + discovery Individually: early, noisy, replaceable Together: a full stack forming identity → data → execution → interface → apps Agents are the end users Crypto is the backend @Pumpfun solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Name & Symbol: Codec Flow ($CODEC)
Address: 69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump

Pump hackathon winners aren’t random AI coins. They’re pieces of an AI agent stack onchain: solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu → launch + liquidity router for new tokens solana:DNhQZ1CE9qZ2FNrVhsCXwQJ2vZG8ufZkcYakTS5Jpump → onchain identity/auth for agents + users solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump → compress/structure onchain data for faster AI use solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump → trading infra + agent execution layer solana:EfPoo4wWgxKVToit7yX5VtXXBrhao4G8L7vrbKy6pump → AI trading copilot for onchain markets $CLUDE → LLM interface to interact with crypto/apps solana:B1rGc4HM4Q6q4nU78ADM7fGguxqiasH53fh6ViDXpump → dev/API layer to plug apps into onchain data solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump → AI agents for gaming (LoL-focused training + play) $SCAN → real-time onchain analytics + discovery Individually: early, noisy, replaceable Together: a full stack forming identity → data → execution → interface → apps Agents are the end users Crypto is the backend @Pumpfun solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

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

The penguin just made every trenchers dream become real again.

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

$TROLL has went through an accumulation phase before and while the market softens, volume still maintains decent levels. Sign of attention value. A lot of talk around Roblox lately, and troll is by far the top meme on that platform. https://t.co/m6OQgeM8FK

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

Deposits for $TROLL are now open on @BinanceUS! Trading for TROLL/USDT will begin on Jan 22 at 9 p.m. EST. @trololol_io holds the exclusive IP rights to the Trollface art, making it a unique token that builds upon one of the internet's most iconic and widely recognized memes.

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

Everyone vibe coding so they can launch their token and extract. Similar to the meme market, utility will soon be full of trash. There’s a reason why most companies don’t get funding.. bc they have no value.

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

Still holding $TROLL and pretty much back to my entry from buying back in July 2025. Think IP rights matter and if the meme sector is going to consolidate, this is a huge differentiator for value. https://t.co/hgJ2FEtDxJ

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

The future of on chain winners will be through accredited investors funding VCs to bid the projects that have true utility and only tge at higher MCs into retail. Some of these projects may never have a token of the revenue engines are strong enough..

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

Think more Solana projects should be focusing on liquidity like meteora.. instead of front end trading platforms.. a foundational piece for a good trading experience is liquidity.

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

The people liked how sol embraced memes.. but now toly is turning into a shadow of vitalik trying to push utility and completely losing touch with the main revenue drivers — memes. Sol has always been bad at trying to find its narrative.. Sbf was a main player in its original attention grab.. If it wasn’t for KOLs like ansem, the network would have never recovered. Now it’s really up to pump and trading infras (meteora and Jupiter) to keep it going — which they show very little support to. Meteora just tge and they showed no attention.. pump is only referenced regarding ccm.. Jupiter was important to them in 2024. Support your flagship apps.

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

When looking at treasuries to gauge project runway, pump is still ahead of the curve by miles.. Estimated of about $1b in fees pre tge + $1b from the raise.. they still have a lot of powder to play on. https://t.co/BBYfNDZB3J

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

These pump fun cults are gaining momentum! 🔥 $CHILLHOUSE +72.5% $NEET +21.6% $TOKABU +19.7% $SALARY +19% $CUPSEY +17.3% $TRENCHER +16.3% $TROLL +13.5% $PFP +9.4% $FINANCE +9% https://t.co/ZnLXBm0A7G

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

One of few memes retail will instantly understand is $TROLL. Troll brand recognition is up there with Pepe. Plus it owns the IP. This is what they would consider to be a generational meme.. anyone from the ages of 3 up should know what the meme is, because of its adoption on Roblox. The only meme that has a visual and word context. To troll. It’s the simulation we live in where the ones who troll the hardest have cracked the code.

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

As the trenches slowly bleed out and consolidate into longer duration plays, $TROLL remains to be the top culture coin for on chain heroes. https://t.co/wsUZkUJNJw

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

IRL shilling is massively underrated! Ordered ~7,500 custom $TROLL stickers to spread across Europe with friends' help 🧌 Join the meme revolution: https://t.co/gUmPAWF00Y Let’s spread the meme vibes!📢 https://t.co/6aJkMMYasQ

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

Wouldn’t using a stable coin for liquidity pools be better so that providers can hedge against IL easily which would deepen pools and smooth out charts.. USDC/troll pair — provide liq, hedge troll. LP against 2 volatile tokens makes it so you have higher odds of IL.

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

Troll really has a shot to be a generational cook — it’s the perfect time for an OG internet meme to take the spotlight and revive the market sentiment -// setting a benchmark // it’s so culturally aligned with web3 image idk how it doesn’t see billions. Roblox loves it too.

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

Linea holders will receive airdrops from tokens launched on the network (potentially MM) but no one is talking about it. Feels like I’m on the wrong side of the space.

Name & Symbol: MOMOFUN ($MM)
Address: 0xa5346f91a767b89a0363a4309c8e6c5adc0c4a59

The trenches often remind me of an arcade full of kids while the adults are over at the bar building RWA/defi rails for tradfi.

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

It seems most of the market was propped up by leverage which in theory means we were indeed in a bear market where a handful of degens using leverage + multi wallet buying, market makers = made it feel like it was better than it was.

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

Feels like magic Eden fumbled focusing on trying to be a trading platform than nft market place — their pocket was btc assets, and after tge, seemed to want to be the next trading platform for Solana than protecting their corner..

Name & Symbol: OpenEden ($EDEN)
Address: 0x235b6fe22b4642ada16d311855c49ce7de260841

Would like to see Solana pivot their focus from diluting the market to consolidating it — bonk is doing this now with useless, pump should follow with troll (usduc tokabu neet). Ccm — should really be focusing basedd house as their golden child; not these unknown web2 guys.

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

Bitmap has 45.7K unique holders.. that’s more than top meme coins like useless sitting at $300m. Bitmap sits at $20m.

Name & Symbol: USELESS COIN ($USELESS)
Address: 0xba38b3c706f7a515ff7c8db04daa0a134ec46d2b

The best thing to happen to Solana is what bonk is doing right now — consolidating all their efforts into useless.. one coin.. quality coin.. not this mass dilution the foundation loves to promote. Alon should do the same with troll.. maybe a few others — ccm didn’t take, let’s go back to what the market shows they want. Troll tokabu neet USDUC

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

The approach of diluting the markets and focusing on quantity vs quality is the reason why the trenches are moving on to better aligned leaderships —- Alon really the last hope for this chain. Jew mode.

Name & Symbol: alon ($ALON)
Address: 8XtRWb4uAAJFMP4QQhoYYCWR6XXb7ybcCdiqPwz9s5WS

Bet on Alon Bet on Lubin

Name & Symbol: alon ($ALON)
Address: 8XtRWb4uAAJFMP4QQhoYYCWR6XXb7ybcCdiqPwz9s5WS

Troll has separated itself from the pack as the Trojan horse into retail, a meme that everyone is familiar with to set the bar for the rest to follow. IP is important and there is an added value component to owning the rights. As troll continues to reach the masses, I’d expect other strong IP tokens to follow.

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

Just a quick note on my Pump streams since I've seen many wondering. A) I'm gonna be going live multiple times this week B) I'm pushing Pump HARD to ad utility to streams C) We are still investing every cent of fees back into streams I realize the stream meta is cooked atm. I honestly think this changes as soon as Pump ads utility to them. I'm not expecting 100 mil coins, but having a reason for demand would complete the "flywheel" needed to make this sustainable. That said we still are getting thousands of viewers per stream across all platforms and are by far the most viewed crypto stream online. I'm having a lot of fun doing it and have no intent on stopping. We are also gonna be changing up how we deploy the fees for the stream in a few ways that I think people will like. Anyhoo. I as always promise nothing. I am just letting you know I have no intention of stopping and aim to keep growing the stream n pushing the platform to ad features that make this a sustainable model for all streamers.

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

Most streamers will see their biggest pay day within the few week of their token launch, max euphoria is hit and something that will slowly fade with time. If anyone is here for money, this is likely where they will exit. If anyone is here for building an audience, this will only help budgeting/managing the charts. As we know with this space, it’s close to impossible to revive a chart in this market.. but a slight adjustment to the tokenomic features could help build up momentum. Looking at charts, this is proven to be consistent amongst majority of charts — some may slow cook before the big peak but the logic stands. Wondering if there is a mechanism to assign buy and burns to be preset to minimize time spent on the token for new users — allocation and duration of rules, ALONG with a delayed models, say 7 days. - Allocation - Allowing pre determined % of fees to buy and burns. - Delays - assign a delay on buy and burn rule so we’re not top blasting on high volume days (usually up) - Duration - assign a duration of these rules sort of like a locked LP. This way, a creator can assign buy and burns on their token, automatically, along with a time delay, initiating the buy and burn mechanisms to go live closer to lows vs highs — removing more supply of the markets and helping creators build up moment for another leg higher. Although not perfect or a requirement — giving options like this, with a “best” default strategy, should help save many charts — redistributing fees from high levels and bid back charts at low levels. This will also remove the middle man, of potentially bad actors who state they can help with the token side of the content. Making the model more self service, easy to understand the token side, and spend more time on their branding/content.

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

Eventually everyone will be tired on trading low caps and buy troll.

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

there will be signs $TROLL https://t.co/u3tCZG9zFi

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

Hype trading 5x mc of pump, both now doing equal in revenue. Pump still hasn’t released utility for their token. Likely the final move before airdrop.

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

Entering the stage of “survival of the fittest”. Only the best tokens survive a month, only the elite can hit $100m. As of now, the top meme communities being around troll, USDUC, neet, tokabu. Think they all continue to ascend through the end of year.

Name & Symbol: TROLL ($TROLL)
Address: 5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2

Remember the people who found any reason to fud Alon when he pulled the OG dev 101 playbook. Launch coin, shake out/slow rug, then hard push. Only the most confident devs use this strategy because all the risks are taken at the onset. In hindsight, this was the easiest way to filter out those who understood the trenches and those who didn’t. One trade could be difference between winning and losing the later ends of the cycle. Especially if the airdrop is retro active to reward the ones who didn’t switch up during the time of silence. He has claimed the airdrop with be substantial, which means pump will need to go higher to feed the trenches. My guess is this will be the biggest one we’ve seen to date. Until then, anyone who believed in the Jews are up big time.

Name & Symbol: alon ($ALON)
Address: 8XtRWb4uAAJFMP4QQhoYYCWR6XXb7ybcCdiqPwz9s5WS

SPIRIT OF GAMBLING >>> $PUMP STREAM 1 GWLUUWGLUUUULUUU +++TOKABU TOKABU TOKABU BLACKJACK///CHAKRASLOTS777 https://t.co/71KsJ3bzhf

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

Troll looking to be one of the best RR plays on the market given the narrative. It’s been the leader on pump swap for over a month and consolidating in this higher range, establishing strong floors with holder counts continuing to increase. One of few top memes with actual IP rights. Most stuck in the trench mindset of 100m is too high, while getting rekt in the low caps all year. The inability to adjust with the market and flow is what will end many. Adapt or die they say. With time, people will realize the best plays are the coins with proven communities of true believers. Murad thesis?? That is the moat that can’t be replicated. The same as what occurred on ETH after the hyper inflation of memes where the strongest communities like SPX and MOG, saw new highs, while the large majority of low caps died off. There is still time. Higher for longer.

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

Troll looking to be one of the best RR plays on the market given the narrative. It’s been the leader on pump swap for over a month and consolidating in this higher range, establishing strong floors with holder counts continuing to increase. One of few top memes with actual IP rights. Most stuck in the trench mindset of 100m is too high, while getting rekt in the low caps all year. The inability to adjust with the market and flow is what will end many. Adapt or die they say. With time, people will realize the best plays are the coins with proven communities of true believers. Murad thesis?? That is the moat that can’t be replicated. The same as what occurred on ETH after the hyper inflation of memes where the strongest communities like SPX and MOG, saw new highs, while the large majority of low caps died off. There is still time. Higher for longer.

Name & Symbol: Mog Coin ($MOG)
Address: 0xaaee1a9723aadb7afa2810263653a34ba2c21c7a

Pump: - meta 183m mc - troll - beta 40m average mc- tokabu neet USDUC Bonk: - meta 250m- useless - beta 14m average mc- Kori Hosico 67 Expecting troll to close the gap on useless, and the bonk betas to close the gap on pump. For bonk, it’s important they get their on-chain revenue flow moving again, arguably making their beta plays more important to their ecosystem. An attempt to jump the ccm meta also on the table. For pump, it’s important they solve for tokenomics/incentives for creators and application downloads.

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

We’re at the time again where the majority have moved on to the hot trend, leaving some quality memes for good entry due to last 4 letters in a CA. No one is max shilling bonk or grave dancing on Alon these days.. most even shilling pump again after being bonk maxis for a month. Good opportunities in the market assuming bonk isn’t quitting here, which based on their late work, are making attempt to regain market share. Based purely on volume, 67 is my bet as the golden child to revive bonk on-chain revenue.. followed by some creator token. Monitoring the situation.

Name & Symbol: alon ($ALON)
Address: 8XtRWb4uAAJFMP4QQhoYYCWR6XXb7ybcCdiqPwz9s5WS