Bullish:

• 🟢 $SOL - Solana is seen as having strong fundamentals and revenue potential, with its ecosystem development, particularly the Phantom wallet, contributing to its growth. There's optimism about Solana's ability to capture large total addressable markets (TAMs) and generate significant revenues.
  • “Fundamentals are fantastic, and so don't fight it. You know? These things are are finally picking up on their promise of, like, hitting these huge TAMs. You're starting to see, like, some evidence of that. It's like, you're gonna start seeing these revenues come in, and, like, why would you fade it?” - Ryan (0:00)
  • “We've said that, Solana's disadvantaged because they do not have a chain that they are partnered with. You want someone with powerful distribution kind of funneling, new users to your chain. I think Phantom has been that for Solana, and I'm always thinking about, like, you know, what matters more having a centralized exchange or a wallet.” - Ryan (25:47)
• 🟢 $PUMP - 🔒

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• 🟢 $HYPE - 🔒

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