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 market cap, 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 prints
$SOL - not dead, just quiet
dev activity strong
infra, tooling, nfts, memes, mobile, everything still shipping
Solana is the only real L1 bet outside of ETH. If it reclaims the ATH range, it could be a 3-5x. If the memecoin mania continues, 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, infrastructure, 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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