Lark Davis|10月 12, 2026 10:31
I believe PUMP is best in its category and has the best setup to run hard in the next bull cycle.
Fundamentals:
• Mindshare leader that survived a brutal bear
• Real protocol revenue with 50% locked into programmatic buybacks & burns (~$482M already burned)
• Pump Foundation sitting on a ~$2B treasury (per co-founder)
Steady cash flow + relentless supply reduction + massive attention. When volume returns, this has the mechanics to move.
(btw, I own Pump and not FA)
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