Over the last 2 days, we’ve mainly had two winners here:
-
$HYPE
-
$PUMP
Tokens that have strong revenue flow which is returned back to holders. I’ll admit that pure buyback & burn doesn’t really seem like the best model to me, but it’s simple, easy for CT to understand, and people see clear value in it.
Personally, when it comes to investments and potential pumps right now, I’d be looking at tokens that have a strong position in terms of revenue vs. market cap. Quite a few of them are already at very interesting levels.
From the larger caps, interesting ones for the market as a whole could be:
-
$JUP
-
$SKY
-
$AERO
-
$PENDLE
-
$UNI
-
$FLUID
-
$KMNO (although for now still zero value for token holders, more inflationary, so mostly speculation)
-
$SYRUP
-
$RAY
-
$JTO
-
$ETHFI (mainly thanks to geometrically growing card activity)
From smaller caps, for example:
-
$CLOUD
-
$SWISE
and others
In general, if you were to buy a basket of these tokens on spot right now and hedge it by shorting BTC relative to their value, I think you’d be looking at a pretty solid return over the next 12 months (feel free to remind me later😆).