
                                    <div>
                                      <h3>Market View</h3>
                                      <p>Bullish on PUMP, expects strong outperformance</p>
                                      <h3>Trading Strategy</h3>
                                      <p>Accumulating, bought a lot already and plans to buy more</p>
                                      <h3>Core Logic</h3>
                                      <p><ol>
    <li>
Best revenue/valuation ratio in the market, rapidly rising revenue used entirely for buybacks, large treasury, no unlocks or presale sell pressure, strong team, favorable macro conditions with potential rate cuts, expects top performance
    </li>
    <li>
short-term volatility possible around NFP and CPI
    </li>
</ol></p>
                                    </div>
                                    

Why I bought a lot of $PUMP yesterday and am looking to buy more:
1. $637m annualized revenue vs. $4.5b FDV → ratio ~7. Best revenue/valuation ratio in the market.
2. Hyperliquid has $1.3b revenue vs. $45b FDV → ratio 34. $PUMP is massively cheaper.
3. Revenue has been climbing fast since the August low, with 100% used for buybacks.
4. Treasury in the high hundreds of millions, giving them a deep war chest.
5. No unlocks, presale sell pressure fully absorbed, and the buyback flywheel in place.
6. A strong team that built the memecoin launchpad and psyopsed presalers into dumping so the chart could run.
Market conditions are favorable with potential rate cuts ahead. I think PumpFun could be a top performer in this period.
Expect some volatility around NFP and CPI next week.

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