Base Token, Pumpfun’s Rise, and Solana DATs

Base Token, Pumpfun’s Rise, and Solana DATs | Livestream – 0xResearch

Mentioned

Bullish

PUMP— Pump has massive untapped pricing power and could reach a $100B valuation with its current business model, as demonstrated by its resilience against competitive attacks from Bonk
HYPE— Hyperliquid has executed perfectly on both product and tokenomics with their 98% buyback strategy, getting everything right in the new value accrual meta
BASE— Coinbase is building Base to be a successful venture and ecosystem, wanting the win for themselves rather than Ethereum, with potential token exploration
SOL— Institutional debt purchases representing 25% of Solana's yearly inflation create supply shock dynamics that could be bullish for price

Bearish

ADA— Cardano is massively overvalued as the market no longer rewards pure technology plays without adoption
ETH— Ethereum has lost developer mindshare to faster chains like Solana, with no experimentation or novel mechanisms happening due to its technical limitations
LAYERONE— Value is shifting from L1 tokens to revenue-generating applications that can now directly accrue value through buyback mechanisms
UNI— Uniswap launched too early to capture value like newer protocols with buyback mechanisms, putting it at a disadvantage

Not investment advice.