everyone’s chasing hype
i’m stacking positions with asymmetric upside and actual narratives
here’s what i’m holding this cycle:
$EPIC $SOL $LINK $HYPE $PYTH $JUP
$EPIC - xrp’s first native token play
only project ever backed by the $XRP team
half the solana mcap, zero ecosystem, $EPIC fills the gap
supply low, price low, timing perfect
even a weak run to “Binance-tier” puts it 6-10x from here
xrp wakes up and $EPIC printsv
$SOL - not dead, just quiet
dev activity strong
infra, tooling, nfts, memes, mobile, everything still shipping
solana’s the only real l1 bet outside eth
if it reclaims ATH range = 3-5x
if memecoin mania sticks = even more
$LINK - oracle monopoly still intact
every chain, every dapp, every rwa needs feeds
$LINK still top of the stack, and expanding into ccip + real-world data
been dormant for a while, but infra coins lag then spike
if defi rotates in, $LINK gets dragged up by force
$HYPE - best perp dex execution across all chains
hyperliquid is pure product.
no chain dependence, no VC unlock games, just volume and cult
$HYPE earns, $HYPE buys back
volume leads, token follows
derivatives narrative isn’t close to done
$PYTH - oracle bet, but solana-native
$PYTH is faster, cheaper, more integrated than any competitor
natural choice for solana protocols
tons of solana projects already using it
volume + relevance growing
if $SOL runs, $PYTH follows violently
$JUP - solana’s liquidity backbone
biggest aggregator by usage
team’s building everything: LFG, launchpad, incentives, token infra
$JUP is becoming the default layer for swaps + launches
volume leads to fee rev, fee rev leads to buybacks
clean reflexive setup
i’m not chasing hype this cycle
i’m stacking projects with users, infra, and upside
$EPIC $SOL $LINK $HYPE $PYTH $JUP
positioned and patient
My fav ct guys
/ @belizardd @DeRonin_ @kem1ks @splinter0n @terra_gatsuki @0xAndrewMoh @KingWilliamDefi @0xJok9r @0xDefiLeo @cryppinfluence @CryptoShiro_ @the_smart_ape @AlphaFrog13 @0xTindorr @Hercules_Defi @eli5_defi @CryptoGideon_ @0x99Gohan @rektdiomedes
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