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game_for_one
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If you’re still an active bull right now (myself included), there are really two games worth playing: 1) Momentum rotations - still alive, just more fragmented and short-lived. Being early and getting a clean entry matters more than ever. These rotations often play out in a few days, sometimes stretching to a week. Timing, reflexes, and knowing when to exit are key. Don’t get greedy, be nimble. Even with the right thesis or narrative, if liquidity’s thin and something else offers faster RR, attention shifts. In uncertain conditions, players want quick wins and stack fast your setup can get vamped before it ever hits your “dream” target. 2) Positioning ahead of sentiment shifts - if you think this chop clears in the next 2–4 weeks and the market resumes higher, now’s the time to quietly accumulate. Look for plays that were hot, structurally strong, and could lead again once attention rotates back. Most people get pigeonholed in their own underwater bags and forget to scan for what will actually lead when sentiment flips (it always does).
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Don’t forget how often and how quickly this market swings. The pendulum rarely stays still. Most get caught leaning too far - overly bearish at the lows, overly bullish at the highs. The best opportunities usually show up when others are checked out or caught offside.
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What’s your highest conviction utility hold over the next few weeks, on Base or Solana and why?
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What’s your highest conviction utility hold over the next few weeks, Base or Solana and why?
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Here’s a longer breakdown on $MNDE as promised and why it’s the more slept-on Sol staking play. $1.74B TVL, trading at just $62M market cap → Same league as Jito in usage, priced like it’s irrelevant → Jito: $2.73B TVL | $756M mcap vs MNDE: $1.74B | $62M mcap First staking provider named in a U.S. ETF filing → Marinade Select powers CanaryFunds Solana ETF proposal → Likely default for future ETF issuers? - narrative window opens into July/August Protocol rev Q1 2025: $3.6M → $14.4M annualized → 40% of revenue going to buybacks = ~$5.8M/year → At $62M mcap, that’s ~9% of supply bought back annually → No other protocol matches that buyback/mcap ratio Clean Tokenomics → FDV = Circulating → No VC unlocks, no team overhang Versus Jito: → Jito: $15M annual rev, $756M mcap → MNDE: $14.4M projected rev, $62M mcap → Same revenue, 12x cheaper - and MNDE gaining TVL while Jito leaks (looking at the current month) Why it’s been slept on: → No perps, no T1 CEXs (yet). Available only via Coinbase spot + Onchain → Most people didn’t do the math, and ETF mention flew under radar
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