Started sizing into $STONK.
Realized that unless pumpfun is able to generate a $ZCAT level runner on their stock platform, they just won't be able to compete vs STONK. The bullcase is that if PUMP launches a stock coin and it completely flops and nobody cares or looks extremely forced and obvious that they are fabricating it, they fumble and stonk pumps to half the valuation of pumpfun.
High Risk I'm willing to take with low downside.
2September 9, 2026 681 8
