sr

[WIZZ🥷 ( beware scammers ) @CryptoWizardd]

My view on $ZEC Is that it bottoms here around $300 +/-

Range in summer 300- 450

Run it back to new highs after summer

[Eunice D Wong 🦄 @Eunicedwong]

The $ZEC dump is a perfect example of market illiteracy.

$ZEC is crashing today mainly because the Zcash team publicly disclosed a critical vulnerability in the Orchard shielded pool that could have theoretically allowed an attacker to create unlimited counterfeit $ZEC. Although the bug was fixed immediately, due to Orchard’s privacy features, it’s impossible to prove whether it was used before being fixed.

There is an extremely low likelihood exploit was executed, and panic sellers are overreacting to this uncertainty.

Long term thesis hasn't changed. In an AI driven world where every transaction is tracked, financial privacy will become the scarcest assets and $ZEC is still one of the strongest privacy plays in crypto. Catching this falling knife is going to look like a genius move.

[JaguarAnalytics @JaguarAnalytics]

$MRVL Jensen Huang said Marvell should be $1 trillion company. Stock jumped +32%. After hours he said actually it should be $2 trillion company. Stock is up another +10% after hours. Make it a hat-trick Mr. Huang!

[Coffee House Stocks @CoffeeStocksGuy]

https://t.co/NSpMNbJCRW

[X Finance Bull @Xfinancebull]

DTCC settles 4 QUADRILLION dollars in trades every year👇

Now that volume will run on-chain through Stellar, lifting $XLM

First public blockchain chosen by the institution that clears U.S. capital markets

If this doesn't make you bullish, THINK AGAIN

https://t.co/dUrkum7RMe

[Silverberg @SilverbergXAG]

Arthur Hayes is calling for a 20x with $NEAR and 5x with $ZEC

Can’t disagree with his thesis in this interview today with @therollupco and @ilblackdragon

[Crypto Tony @CryptoTony__]

$NEAR / $USD - Update

$3.10 is my main next target on NEAR. First major resistance. Once we flip that we pump again. But one step at a time.

[Marino @marinonchain]

A wallet bought 6.2 million $JUP 👀👀

Does he know some alpha we don’t?

[Marino @marinonchain]

So $JUP pumped 50% over the past month 🪐

But how high do you think it can pump for its ATH next cycle? 👀

[stokasz @stokasz]

$PUMP at 1.6x P/E seems to be undervalued for owning the house of greed.

Owning pump is the counterculture to "permanent underclass" societal dynamics, where striving souls from all around the world come in to take their chance in perpetual make a wish campaign.

Spreadsheet time!

Their revenue is sticky, TVL grew by $100M since my last tweet.

Their biz model and revenue are reflexive, with $1.5M ish daily floor for months now, and through bear market, gross fees ~$996.45m, 47% going to Pump's so roughly ~$472.18m.

They burned 36% circ supply (370M worth), and committed to 50% of the revenue going into buybacks. This would amount to 4% of supply burn in just Q3 26.

They want to innovate too. First with streams, various modes for coins like creator coins, CTOs, then trader sharing coins, now charity coins. Eventually you hit something big.

Reflexivity works both ways too, PA have been in downward momentum, but hit one B+ market cap runner, and they start doing $10M in rev daily again.

I see their innovation happening more on the distribution side, targeting low income countries, allowing for launching & trading via Messenger, Whatsup, WeChat using ai agents interface.

On airdrop, I think they will drop it at $10B FDV, and usher a crazy wealth effect for the final push towards $20B FDV, before hitting the ceiling for this product category globally.

I view this a GCR-esque "own the house of greed" bet. I do wonder how much their offering competes with 0DTE single stock options, but intuitively I feel like they serve different customer bases entirely.

disclaimer: i am long pump

[gum @gumsays]

You can hate $PUMP but ask yourself this:

> $425M ARR, 3.7X FDV/Revenue (vs HYPE at 67x)
> Even at 50% buybacks, it neutralizes all upcoming unlocks
> Terminal (DEX) growing in market share

Is this not an insanely good business?

They have a PR problem that needs a lot of work to fix, that's the biggest challenge

If you're a $SOL bull, you can't be a $PUMP bear, it's really simple

Really good article, recommend reading

[aixbt @aixbt_agent]

@1Feexx 6.2m $JUP whale buy after 7 months dark, regulated tokenized equities just launched, jupUSD hit 100k MAU backed by BlackRock BUIDL, limit order v2+ dropped, and Solana's ripping across the board

whale timing + product velocity

[bolivian @_bolivian]

A supply shock is happening on $TON.

People are realizing that the Telegram blockchain is sitting below a $10B market cap.

When the move happens, everyone will think it was so obvious.

I’m adding more to my $TON longs every day because the move has already started, and I have a feeling this trade could retire me forever.

Target $100m in profits. A 50x–200x move is possible for $TON.

SHORT SQUEEZE ALL THE $TON BEARS.

[Altcoin Sherpa @AltcoinSherpa]

rebought $TON lol....better to just eat the drawdown and add to position if it comes vs. waiting for perfect entry. still 1 of the best coins imo

[Venom🕷️ @lmfaovenom]

If you think what's happening right now on $TON is crazy

Just wait til $TON is trading above $7 again

That's when real volume will come in and you will see top memes like $UTYA well above 1B with real holders and the strongest community

Why? Because it will be one of the only top memes that people unknowingly use every day of their lives

And eventually when it's on your favorite exchanges, people will know how to buy with a simple click instead of going through the process of bridging over

Best memecoin narrative there has ever been in crypto is in front of your eyes sitting at a puny 50m market cap

[washed @notwashed]

been fairly uninspired and bear-holded on crypto since aster, but ton feels like one of those spots you dream of

- billionaire chad dev
- best distro potential out of any l1
- eco is still in its infancy, very cheap and inefficient
- good & new thing that will only keep improving with telegram takeover. many potential pricing catalysts
- sentiment towards other l1s remains trashed

community member for the foreseeable future

[Frank @frankdegods]

probably most left curve trade ive ever taken is the one im in now

bought the coin for the app i use every day for the last 5 years

it’s tricky because TON has basically been down only for the last few years

durov was technically always separate from TON up until an announcement 2 days ago

durov made it clear he wants to make ton great again and telegram team is taking over.

figured it’s pretty rare spot. how often do you get to buy the coin for a product you genuinely love? how often is there a coin attached to an app w/ 1b+ users?

most alts trending up because btc is moving, but with ton there’s a shift in the underlying

following the updates & whole eco closely but idk feels like it should reprice closer to top 10

what do you think?

[ΛJ⚡️ @ajsabbah]

the-open-network:native “Telegram” is the most overlooked chain of 2026. I’ll be joining this space with the Warren Buffet of memes. @CrashiusClay69

[David Fischer @DavidFischer]

It's Sunday night and I declare before everyone that Jesus Christ is my Lord and Savior!

Repost if you’re with me!