HUNTING SZN by Jukov
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1 798
Whole "launchpad wars" is a pysop imho. It's all noise until metrics actually catch up the thesis is clear. Added more $PONS.
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Pumpfun was/is the cancer of this space and one big reason for that was the way the product was designed: big token overhangs, KOL insiders, a giga extractive team... $PONS is the first real big shot trying to kick these guys from their stolen throne. Very comfy bet.
https://x.com/JukovCrypto/status/2081303408787480702?s=20
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When oil and yields stop moving together, it signals the Fed's problem has shifted from headline to core, see chart below. With tariffs, a tight labor market and firm services prices still in play, the market expects core inflation to stay sticky even as energy costs fall. The bottom line is that cheaper oil alone won't open the door to cuts, and the Fed is likely to stay on hold at its next meeting until it sees core inflation convincingly cooling. — Slok, Apollo.
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Happy for everyone winning on RH chain. TPing some today can’t hurt I think.
