The CFTC’s Policy Shift, HYPE’s Valuation, and the SOL DAT Trade | Livestream

Bullish:

• $SOL - Solana is expected to see increased institutional inflows, joining Bitcoin and Ethereum as the only assets with access to traditional finance flows. This, along with specific catalysts like ETFs and DATCOs, is likely to drive Solana's value higher.

  • “I do think like we'll see tailwinds for SOL in terms of structural influence from like Tradify, like since 2024, like BTC and ETH have been the only two assets with access to TradFi flows. Now SOL is like joining the party as the only other asset, like with that access to institutional flows.”

    Carlos·49:13
• $PUMP - Pump token appears undervalued with a price-to-sales ratio of 7, which is considered attractive in the crypto space. The project generates half a billion in annual revenues.

  • “Pump is at seven [times sales]. So, I mean, if you're not thinking it's soul beta, I mean, seven times sales still seems relatively attractive in this space, right? So, you know, and that's half a billion in annual revenues, by the way.”

    Mark·57:36
• $JITO - There's a bullish outlook on JITO (GTO) and Marinade, with expectations of a potential comeback for Marinade.

  • “I am definitely bullish GTO and definitely bullish Marinade. I see a little bit of a Marinade comeback story on the horizon here.”

    Mark·52:10
• $SOLDEFI - Solana ecosystem coins are considered undervalued, with Pump taking back market share and conducting significant daily buybacks. This trend is expected to lead to a meaningful upward revaluation if it continues.

  • “I do think that Solana ecosystem coins are undervalued today. I think pump has taken back market share. You mentioned pump and they are doing like a billion plus dollars in buybacks on a daily basis. I do think it will meaningfully rerate higher if this continues.”

    Carlos·52:06