Lark Davis
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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