There are about 3 M SOL ($500 M) locked in launchpad LPs and billions more in stagnant liquidity for coins trending to zero. Teams want to migrate for various reasons (LP fee access, supply control, narrative pivot, attention resuscitation, etc), but migrating a token is not easy, as it requires significant capital and technical expertise. Enter @MigrateFun The CTO game theory and trench revival arc is going to be epic.

Murad was one of the key people who got me to dive into Bitcoin in 2018, so I know first hand his sway when he is deeply convicted about something. The level of emotion and passion currently brewing around #SPX6900 is extremely rare. $SPX may actually be the first movement coin

A potential goldilocks scenario is playing out for @zora : - Perfectly designed flywheel that directs all economic value to the $ZORA token - Taps into @coinbase’s and @base’s massive distribution network - Despite the pump, still cheap on a relative basis to peers and to last round (raised at $600m FDV) - First time $ETH has meaningfully outperformed all cycle - Listed on Hyperliquid perps - @pumpdotfun completely botched the $PUMP token, opening the way for competitors like Zora to cement market share

The Pasternak and Alon interviews w Threadguy have been brutal events for their respective communities

Seeing top calls across the TL. I’m not making a call, but I believe most participants in these markets are failing to grasp the DAT meta — We have Strategy clones popping up for all majors that are price agnostic. Their sole goal is to buy more -> raise more -> repeat. Nearly all of these DATs are diluting their shares to raise, not taking on debt, so they aren’t forced sellers. Think about how much Strategy helped prop up BTC over the past 2 years, now apply that to smaller less liquid assets.

Same vibes. I think we are cleared for takeoff 🚀

The $UNIT airdrop is the next $HYPE airdrop anon

Thinking more and more this will be true. The only caveat I’d add is unlike $CRCL where private investors were locked for an extended period of time, here everyone is liquid, so I’d expect a nice dump at some point early on. Off to the races once the weak hands are shaken 🫡