3h lalu
As things start looking a bit better with the Gold top likely on the horizon, I've started scaling into coins again. Yesterday I got into $ENA and today I've built a considerable bag of $Pump once again. The Pump trade is looking very clear right now. Pump was weak af yesterday but it is trying to recover a bit as we speak. Alon said Q4 is going to be pump's best quarter and it looks like he's been cooking behind the scenes. Pump ran into a little bit of fud like the Fox news controversy and Bitlord's jail conspiracy, however both these news are insignificant. Alon was liking people's tweets earlier today, I think he knows what he's exactly doing and he was trying to signal his + pumpfun's comeback. I think Alon has silently been working on the biggest catalyst for pump and it seems to be $DTV - Tim Draper, the first twitch investor has launched his stream and token on Pumpfun - He also follows pumpfun btw and this looks like the moment Pump has been waiting for. Everyone ignored DTV and today people discovered it (including myself). I think DTV has the fuel to run to 50-100M and revive the Solana trenches for good. If this happens, Pump is going to print insane fee and buybacks are gonna go back up. This also means a lot of new liquidity for more on-chain runners. I'm not in $DTV personally but like I said, my main bet for this narrative is once again the Pump. It's just the asymmetric bet once again, you just buy the main coin instead of trying to catch every runner inside the basket. $pump revenues go up, $pump buybacks go up, $sol trenches revive - numbers go up everywhere = pump's bullish quarter.
19,46 rb
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