Bullish $STONK and $PONS from these levels. Bearish $PUMP. The 2 major FUD events are now out the way: 1. Crack Biden $LAPTOP was a major flop, down 99% 2. $PUMP launching stock pairs was a major flop, price down. No one cares. $STONK has more upside in the short term due to faster growth and lower mcap, but $PONS still has a lot of upside too. Even though volume slowed down, they're still generating huge revenue and doing huge buybacks and burns. Both are still insanely cheap relative to PUMP metrics.
Thread
- Posted
- 2026-09-09 21:57 UTC
- First seen
- 12h ago via trade comments
- Chain
- Solana
- Likes
- 2
Other theses on this trade
BREAKING 💥 BIGGEST BULL RUN EVER IS COMING 👀 The CFTC says crypto developers can build trading apps without registering as brokers. MASSIVE 🔥
THIS IS HUGE The SEC has approved a 5 year temporary exemption for trading of tokenized securities on chain TRILLIONS in liquidity about to enter crypto now
Time to shine $STONK! JUST IN: 🇺🇸 SEC approves limited trading of tokenized stocks on-chain under temporary exemption.
On the way to $300M - $STONK had 4 major pullbacks (not counting pre $100M pullbacks) 55%, 37%, 41% and 46% the current pullback Pre $100M we had even bigger 70%+ pullbacks This is what it takes, holding through the struggle If someone told me a few weeks ago when I was accumulating at $5M that we'll have a 46% pullback down to $160M I would've said they're crazy Thesis hasn't changed. People get bearish way too fast
Wwwhhhhaaaattttt! 🚨BREAKING: WHALE WITHDRAWS $2.25M IN SOL FROM BINANCE — SPENDS $1.7M TO BUY 5.41M $STONK!!!🚨
@StalkHQ reported 4 hrs ago Coins by volume on Solana right now (24 hours) $STONK $49.3M $BATON $25.7M $PUMP $24M $RAYCAT $20.2M $CATE $18.1M $RAY $17.1M $ANTFUN $16.8M $OTC $11.1M
A wise said this: Most people looking at $STONK are looking at the chart first and I think that's the wrong entry point. The more interesting question is why a five week old solana launchpad just posted a day of revenue that beat pumpfun & hyperliquid and what that says about a pretty obvious gap in how tokens get launched.
$STONK is the chosen one! JUST IN: Trading fees have been lowered for all @LaunchOnSF ecosystem assets to 0.02%, the lowest tier on JTX. A new dedicated tab just for Stonk assets has also been added on the Explore tab/sidebar.
Multiple 100m runners coming to $STONK ecosystem I hope you are ready and are allocating, this is a chance to still get 10-20x basically free and super early The flywheel is insane on this one