All thoughts + thesis on $PUMP I can think of



> Carries massive attention, most will late join after missing early entry
> 99% of us plus insto missed the public sale. Now it's all market buys and increasing pressure
> Can delta-neutral and farm 200%+ APR from short
> Pumpfun is THE app for Solana. Strong brand, top-tier ticker, instantly recognizable
> Smart money, degens, and retail can all relate. Biggest casino play this cycle
> $700M+ in revenue with solid growth. No buybacks, only 25% of rev goes to stakers

> Most traders have emotional bias after getting rekted
> Positioning is light because everyone is sidelined
> But small traders eventually lose money from high entry. Smart money wins.

If sentiment flips, $PUMP will be the cleanest bet for a high-conviction winner
PUMP10.14%
FARM2.27%
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