Normal2026-09-29 14:17:34 (UTC+0)

over 4x since my solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn call: $.14-$.59 over $300k in total profits for me. Still holding a $110k bag, sold the rest i think we'll see another rally and a new ATH here's my thesis: solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn is still trading at just 5x annualized revenue based on today's numbers that's significantly cheaper than when i first bought, which is why i've already taken substantial profits but i still see plenty of upside $HYPE trades at roughly 10x with similar revenue, while i think a fair valuation gap between the two should be closer to 1:5 i also think solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn is the most obvious bet on memecoin season, which i expect to continue for at least another month at some point people will complain that the fees are too big, and 90% of memecoin traders don't make money people think that it's bad for solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn, but that's fuel Own the casino, don't play it after that, i'm expecting a correction as the market is gradually overheating but here's the main part of my thesis: we don't actually need other launchpads pretty much everything they offer can eventually be integrated into pumpfun, which already has a massive user base it's essentially the same story as hyperliquid you can launch as many competing perp DEXs as you want, but if all the liquidity is on hyperliquid, why would anyone use anything else? i don't think this flywheel is going to stop of course, we'll see occasional pumps in competing launchpads and periods of solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn FUD i wouldn't even be surprised if another launchpad temporarily flips solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn at some point this cycle in fact, i think that could be the perfect opportunity to buy more solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn as much as i think the team can be presented on this platform bunch of assholes, they've proven one thing: their strategy works they keep eating their competitors and surviving every cycle of FUD and i don't see that changing anytime soon

Token: Pump ($PUMP)
Tweet price: $0.00574
Tweet + 1h price: $0.00576
Price change: 0.35%
Tweet + 1h time: 2026-09-29 15:17:34
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Normal2026-05-15 20:23:02 (UTC+0)

- Hana Bank just bought $670M of Dunamu - the parent of Upbit. - Fannie Mae started accepting crypto as collateral for mortgages last week. - Clarity Act cleared the Senate Banking Committee 15 to 9 yesterday. 3 banking-side events in 7 days. The institutions stopped buying BTC through ETFs. They started buying the rails. What this means: another signal that this cycle will be driven by specific narratives, not BTC beta. - Stripe paid $1.1B for Bridge - PayFi narrative is up. - Coinbase paid $2.9B for Deribit - on-chain derivatives narrative is up. - BlackRock's BUIDL fund crossed $2B in tokenized treasuries - RWA narrative is up. The max trade every cycle is the same. Last cycle the biggest returns didn't come from holding BTC. They came from people who farmed Arbitrum and Optimism before the airdrops landed. Who held HYPE points before Hyperliquid had a token. Who loaded ZEC before privacy became a thesis. Who found Polymarket early. Who bought VIRTUAL and ai16z before AI agents were a sector. Who spotted WIF and other solana memes before szn started. Same trade. Different names. This cycle will be the same. Predict the narrative early -> Position before crowd arrive -> Exit when every timeline is screaming about it -> Rotate into the next thing while it's still small -> Repeat. I wrote down more on this topic: the full playbook on how to maximize your returns this cycle in this article:

Token: Virtuals Protocol ($VIRTUAL)
Tweet price: $0.74704
Tweet + 1h price: $0.74692
Price change: -0.02%
Tweet + 1h time: 2026-05-15 21:23:02