buying more sndk/mu, pump, lit/hype on dips sndk/mu - ai armageddon is over, very reminiscent of forced selling price action (fundamentals rly haven't changed) pump - onchain is heating back up, revenue is increasing, more daily revenue than hype, 15x cheaper than hype, best beta to solana + onchain bids lit/hype - lit more attractive with US regs, hype is still clearly the leader but structurally looks worse (chart wise) and touching some onchain stuff - uniswap v4 seems interesting but very niche, robinhood chain looks bottomed (tendies, etc.), and ansem looks bottomed higher.
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