Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (@fundstrat) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?

Tom Lee said this months before it became a bigger story online. Whether it plays out is another question that people stay skeptical about. "Central banks should be easing, and we're past the oil shock. So you have dovish central banks and profits on a real basis going up. I think that's higher multiples and higher earnings. It could be the biggest stock market gains in our lifetime." He's since repeated the same 2027 call on CNBC, and raised his S&P 500 earnings estimate from $350 to $415. Plenty of people stay skeptical of his big calls. That skepticism is fair, and it's exactly why a call like this is worth watching play out rather than taking at face value. His reasoning still holds up on paper: falling costs, easing central banks, and earnings and multiples rising together, a combination that historically produces melt-ups rather than corrections. Whether 2027 actually delivers is something nobody, including him, can know yet. Full conversation on @new_era_finance

As it turns out, the formula for being a high performer is incredibly simple and incredibly hard at the same time show up every day, do the hard work, bring your best, and expect the same from the people around you. It doesn’t matter if you’re trying to be an athlete, founder, streamer, or comedian. The formula is the same. The difference is just the specialization. That’s how you compete with startups 10x bigger than you or people with more resources than you. And you hope the people you’re competing with slow down, get distracted, make excuses, or surround themselves with people who are incompetent Most people aren’t built to operate this way consistently. That’s what separates good from excellent.

The fight that made Zcash possible

Insentos shares his top 5 favorite traders 1. JG: “he’s probably one of the best onchain traders and he’s Unc. But, he doesn’t buy new pairs he identifies what coins are good and just buys 2% of the supply. He’s also not buying 2% to sell at $10m he’s kinda a $100m or nothing kind of guy but his hit rate is really high. He’s probably one of the only people that cleared 9figs from trading memecoins” 2. Requisium “He’s kinda the all around goat. He’s been in the space for years, good at trading and really never gets washed on a coin” 3. Durant “Durant is one of my friends but he is really good. I think on Robinhood chain alone he’s up ~$10m” 4. Rowdy “The reason why Rowdy is so good is because he just does it all. He’s up almost 8figs just on perps trades alone and he’s also great at trading memes. Just an all around good trader” 5. Profit or Qwerty “Profit is always hitting cooks but Qwerty the reason I like him as a trader is just because he’s a bull. He’s the definition of a bag holder/community member type of trader and I feel like that’s what most people like to see. But, Profit every single day it seems like he’s up another $100k on another random coin”

JUST IN: $STONK HAS BURNED A HIGHER PERCENTAGE OF THEIR TOKEN SUPPLY IN 7 WEEKS THAN PUMPFUN HAS IN 140 WEEKS STONK: 16.9% PUMPFUN: 16.76%

Hi JubJubs! Here our latest updates! We had @Zcash post Jubjub last week. Asked us to find the lore and win the 🛡️ $ZEC • Zcash posts \😎 / (bird) • Jubjub is part of the shielding behind $ZEC • Deployed on @LaunchOnSF 3 days before post. • The founder that suggested it as a mascot is now active again. @feministPLT • Zcash editor @zkMarketer interacted with Jubjub community twice this week. • Today Zcash founder @zooko followed Raydium CMO @ben_ungvari Is $JubJub all a coincidence?

The fud on STONK was hilarious cause we're ready to go back to ATH. Can't believe the paid actors in the space have minimal dignity and respect. Learn to enrich and build the ecosystem rather than fight for number one. Very scarce mindset. STONK FUN COMMUNITY = ABUNDANT @LaunchOnSF

so let me get this straight, the pumpfun guys are bashing tax coins when in reality every click on a PF coin costs anywhere from 1-3% but those fees go to pumpfun itself, deployers from developing nations and you play a crash game on pumpswap pools with the thinnest LPs?

The reason why there is fudders are because they have high probability of being part of the bundler cabal. (Get in early and sell on community) With @LaunchOnSF eating their pie quickly, they are worried that volumes dry up, and less memecoin opportunities to make money. This leads to lesser and lesser launches on pumpfun. No runners mean cabal doesn’t eat and have to find a job. Stonk was built in front of community, gives fair opportunity to all Participants, unites solana community and every other ecosystem they launch, attacks the memefi and rwa narrative perfectly. Long stonk.

$STONK upgrade. The perp dex by Jito just launched a feature that allows you to auto compound your meme stonks. The advantage of not being a super extractive team is that the top teams in the ecosystem will partner with you and support you.

For the first time in crypto, I had a feeling I’m gonna make it. That happened when I joined the $STONK ecosystem. And guess what? PumpFun decided to launch a FUD campaign against $STONK to destroy my dream. We don’t hate PumpFun enough.

After stonk tops revenue of both pons and pump, ansem someone who is well respected in crypto community posts this. Nothing more to say

good article that aptly details the different options for choosing crypto investments & why you're either long businesses printing cash or non-sovereign SOVs, evan chooses $HYPE / $LIT / $PUMP & $BTC / $ZEC great general framework

solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx is the scarce settlement layer of this cycle’s launchpad flywheel. Not because it is a store of value in the Bitcoin sense, but because it is the one token that converts new meme issuance into permanent supply destruction. Every successful launch on StonkFun is another fee stream. Most of that stream is used to buy solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx in the open market and burn it. The more coins get created, the scarcer solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx becomes. That is the whole thesis. The setup StonkFun is a Solana launchpad with one product twist: new tokens can be paired against almost anything — tokenized stocks and ETFs (SPYx, NVDAx), other memes, currencies, commodities, even solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx itself Instead of only SOL or stables. solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx is the platform token sitting at the center of that machine. Supply started at 1 billion. Mint and freeze authorities were revoked at launch. There is no confirmed team/investor/treasury allocation from the launch data. Supply can only go down. As of the latest public dashboards, roughly 17% of supply is already gone. Why this can be “the BTC of the cycle” Bitcoin’s power in a bull market is not just narrative. It is predictable scarcity plus growing demand for the asset that sits under everything else. solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx is trying to occupy that same role inside the memecoin + RWA-pairing cycle: Fixed cap, falling float. New solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx cannot be printed. Burns are on-chain and continuous. Demand is a function of issuance, not of hope. Pump.fun-style platforms live or die on volume. StonkFun takes ~1% trading fees on launched tokens and routes about 60% of platform revenue into open-market solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx buybacks and burns. The remaining ~40% is retained. When a launch is quoted in solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx, fees can be burned directly without even needing a buy. New memecoins are the block subsidy. In Bitcoin, new coins enter the system and eventually get absorbed. Here, new memecoins pay the system. Each launch is another miner of fees. Each day of volume is another scheduled buy-and-destroy event. It is infrastructure, not just a ticker. solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx is the house token of a market-creation venue. It is also becoming a quote asset itself: launches priced in solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx pay fees in solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx. That turns the token from “something the protocol buys” into “something the protocol uses.” That is how a platform token graduates from meme to rail. The analogy is not “$STONK will replace Bitcoin.” The analogy is: in this cycle’s speculative stack, solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx is the scarce asset that benefits when the stack gets busier. The flywheel More launches → more trading → more platform fees → ~60% buyback → solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx burned → lower float → higher scarcity per unit of demand → solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx more useful / more watched as quote + house token → more launches priced against it or around it This is why “steady growth with new memecoins” matters more than a single viral coin. One monster ticker is a spike. A daily cadence of launches is a rate of burn. Recent public revenue prints have been in the high, with consecutive seven figures days (1 million +), with hundreds of thousands of dollars going straight into buybacks. There is a second loop: ecosystem burns on the platform’s largest coins, plus holder rewards paid in the quote asset of each launch. That keeps the launched tokens interesting, which keeps volume on the venue, which keeps feeding solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx. The house token does not need every launch to moon. It needs the venue to stay loud. Why scarcity compounds here Most launchpad tokens fail the scarcity test for one of three reasons: supply is still unlocking buybacks are optional / off-chain / “when we feel like it” revenue dies the moment the first meta rotates solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx’s design attacks all three. Supply is already fully minted and shrinking. Buybacks are the stated default use of the majority of fees. And because new coins can be paired with RWAs, not just SOL, the venue has a reason to exist after a pure-meme meta cools: people can launch “meme exposure to Tesla / SPY / AVAX / whatever is hot.” That is still speculative. It is just a broader surface area for fees. As the float shrinks, the same dollar of buybacks retires fewer tokens at higher prices. That is the Bitcoin-halving intuition in miniature: later burns are more expensive, so early destruction of supply is the part that matters most. A large share of the original billion is already gone while the platform is still young. SUMMARY: solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx is a deflationary infra token whose supply shrinks as the memecoin factory runs. If this cycle’s defining activity is permissionless issuance — memes, stock-paired memes, custom-quote memes then the token that taxes that issuance and deletes itself is the closest thing the cycle has to a monetary premium. Disclaimer: Our fund holds a position in solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx

Our birds just shilled by the coldest ni*ga breathing on earth 👀🛡️ solana:7tFbGa9wt4Q4yxNAdaDcTKahv4WPrJtXh6ty7gjWyKx3

Hot air rises - queefs are also hot. $fartcoin solana:4UHmZGe6X4DZ5dxYGiGXMhi3Sp34uPWtHB7qDMyvRbYB

Last cycle: $FARTCOIN Hot air rises. This cycle: solana:4UHmZGe6X4DZ5dxYGiGXMhi3Sp34uPWtHB7qDMyvRbYB Paired with $FARTCOIN. Same air. Different exit. 💨🍑 Hold solana:4UHmZGe6X4DZ5dxYGiGXMhi3Sp34uPWtHB7qDMyvRbYB. Get paid in $FART. @The__Solstice @mr_pschmitt Time we take over the Timeline and News.

@jubjubcommunity solana:7tFbGa9wt4Q4yxNAdaDcTKahv4WPrJtXh6ty7gjWyKx3 is not another memecoin IS the ONE for this cycle 2100+ holders can't deny it. Hold solana:7tFbGa9wt4Q4yxNAdaDcTKahv4WPrJtXh6ty7gjWyKx3 coded for 1B and earn zcash:native that is flying Still early for everyone

Why i think solana:6V7cF52p3eSkRuoVXnAryWVwoyS775DERenYPMMYBPxS is a potential 100x on @launchonSF. @pointfarmcap is not a random degen with a lucky bag. He is the FOMO leaderboard fixture, one of the largest $STONK holders, and deeply embedded in the @LaunchOnSF / StonkFun ecosystem. Most of the timeline is still watching STONK. Almost nobody is watching the coin with his name on it. solana:6V7cF52p3eSkRuoVXnAryWVwoyS775DERenYPMMYBPxS The Stonkfather CA: 6V7cF52p3eSkRuoVXnAryWVwoyS775DERenYPMMYBPxS Current market cap: ~$1.3 million. This looks like $ANSEM, not a random low cap $ANSEM worked because of structure, not because “influencer coin always pumps.” That coin ran toward the $400 million range on that psychology. (Currently at $160 million FDV) The structure was: 1. one recognizable player 2. a massive personal float 3. reputation tied to not dumping 4. the market treating the bag as a loyalty signal Similarities are that solana:6V7cF52p3eSkRuoVXnAryWVwoyS775DERenYPMMYBPxS is earlier and still sitting in the dark. The ticker is the account. The name is The Stonkfather. (best meme) The holder profile is concentrated. The ecosystem already has a winner people screenshot every day. That is why this is interesting at $1.3M. The float is the trade On StonkFun, @pointfarmcap wallet holds about 726 million tokens. (roughly 72.6% of supply) - effectively locked / burnt. He does not need to sell a single coin for this to matter. The market just has to start pricing the name. This is the part most people miss. They should be looking at who holds it and why that person cannot casually exit. The name is already a meme solana:6V7cF52p3eSkRuoVXnAryWVwoyS775DERenYPMMYBPxS works because it is searchable. When STONK prints, people ask who printed. Then they search the account. Then they search what else he holds. Then they find the coin that is him, his 2nd largest holding. The Stonkfather is not a random ticker. It is a character. Characters travel on crypto Twitter. Tickers without a face do not. That is how attention compounds. This is not a dead meme. It is a reward coin. POINTFARMC is paired with $STONK on StonkFun. Holders get paid in STONK. That matters because STONK is the asset already moving, already burning, and already capturing platform fees. It sits inside the same flywheel as the platform token. The loop is simple: More POINTFARMC volume → more STONK rewards → the biggest holder receives more of the asset he already refuses to sell → his FOMO rank stays intact → more people notice the coin with his name on it Why I do not think @pointfarmcap sells this Same reason the ANSEM bag did not immediately become exit liquidity. If he sells solana:6V7cF52p3eSkRuoVXnAryWVwoyS775DERenYPMMYBPxS: - the Stonkfather narrative dies - the 72% float becomes a weapon against him - people start questioning his STONK conviction - he risks the thing he actually cares about: staying number one and remaining the face of the ecosystem Any visible sell would crater belief in the token and bleed into the broader StonkFun story. That is a terrible trade for someone whose entire current identity is “the guy who held.” The asymmetry STONK is already in the $270 million range. If StonkFun keeps eating launchpad flow and STONK pushes toward $1 billion (inevitable imo), Point Farm’s STONK bag alone can print tens of millions in a short window. Rewards: paid in $STONK an appreciating asset solana:6V7cF52p3eSkRuoVXnAryWVwoyS775DERenYPMMYBPxS / The Stonkfather 6V7cF52p3eSkRuoVXnAryWVwoyS775DERenYPMMYBPxS A 100x from here is roughly $130 million. This is the cheapest proxy on the most visible winner in the StonkFun meta.