The reasons for believing $PUMP will outperform are as follows:
- $SOL's potential strength is fueled by attempts to replicate $MSTR/$BMNR, leveraging the influence of thought leaders and ETF reforms, sparking discussions about the SOL beta.
- The return of venture capital scam season, ultimately leading to nihilism, is leading to a rotation back into memes as new TGEs begin to underperform.
- Following the shift to stablecoins and perpetual decentralized exchanges (perp dex), a rotation is returning, potentially seeing mining points/tokens slowly return to the core of most FCF holdings.
- The fundamentals are stronger given continued buybacks, continued top-tier FCF, and the team's clear progress in operational planning and feature improvements.
- A wildcard advantage could emerge, perhaps with streaming being explored. Laura Shin is a good start, suggesting that mindshare x FDV could instinctively drive gains. Given the widespread market skepticism, this is clearly a priority for the team, as they feel the price is undervalued.