Published 20 Jul 2026, 01:30 UTC · fetched 13 Oct 2026, 05:55 UTC
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@Pentosh1
Quoting · 19 Jul 2026, 20:12 UTC · context given to the AI
$PUMP average buy .001701. Good size bag. Will look to add more on dips if given, and likely compound this on the way up. Last time we traded this we hit a 2x. This time I think the upside is a bit higher. Will write a more detailed thesis this week that I . But I think the time to fade this is over and we are going to see a very decent repricing on this. This imo is one of the best r/r setups inside the sol eco. The math, is beginning to math finally.Let's talk $PUMP buybacks Buybacks imo should always be viewed through the same lens as bodybuilding. You will not see the growth overnight, or the impact from lifting if you look in the mirror each day. It will however have an impact over time. The coins themselves can be viewed as real physical supply. In a bear market, there is always more supply than demand. No coin is immune to that broadly speaking. In this case, they have removed 15.15% of the supply forever. Those coins are deleted, they can no longer be sold again. Each day, the max supply shrinks, so the longer price trades at this mc with these revenues, the less supply is available. Eventually, all of that supply would be absorbed until there were no willing sellers at these prices. Short term flows dicate the intraday moves which are of course larger than the revenue. So its important to keep that in mind. These revenues have largely been in a bear market, not in a bull market which could easily see these 2-3x. Either way. Time + revenue will do it's work. Just not always in the way you think. It is clear to me that the sell momentum has stalled, and like a pendulum markets always swing the other way. Whether you agree with their business or not, the numbers are real, and verifiable on chain. Do you want to be right, or do you want to make money? That's the question. If we are entering a crypto bull market, than this is one of the best bets there is due to attention + the sol economy. it's a beneficiary of both. Imo, this is good for a few, to several multiples. But time will tell. 400k per day, over another 3-6 months at this MC? I'm not sure the willing supply exists at this price point. I think demand > supply. I dont think there is any large, liquid crypto that has this revenue to MC in terms of buybacks which makes this so appealing. It could, and should be trading much higher. Imo had to wait out the price capitulation + time capitulation for this to work My plan is to add another 100m this week, bringing me to 500m Pump, and potentially, and tactically add another 500m at obvious HL points, or levels I deem important personally. When I have conviction on a trade, this is the way i do it. If I don't, I typically just set a hard entry/target.View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Repeat call within an existing 24h episode
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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