UpTrade Alpha

At UpTrade Alpha, this is a conviction we have held all cycle - protocols with real cash flow will outperform. @kane_biso has written an article of why we believe revenue narrative is the most important structural shift in crypto markets right now. Worth reading in full. 🔥

We remain focused on continuing to improve our platform, expand our research capabilities, and provide even greater value to our users. A sincere thank you to everyone who has been part of the journey so far 🚀

UpTrade Alpha has always been about delivering high-quality, actionable research, and it’s incredibly rewarding to see that acknowledged on a global stage. While this is a great milestone, we see it as just the beginning.

We’re proud to share that UpTrade Alpha has been awarded Best Research Platform at Paris Blockchain Week. This recognition reflects the collective effort behind what we’re building, from the dedication of our team to the insights, engagement, and support from our community.

🧵 2/2 $PUMP RUN Key fundamentals: - Solana-based memecoin launchpad and the largest hub for meme issuance - Acts as a broad exposure to memecoin sector, not dependent on any single token - Generates real, measurable revenue Recent revenue stats: 24H: $1.3M 7D: $10.6M 30D: $37M Revenue has stayed above $1M/day since Jan 6 Currently running at ~$500M annualised revenue At a ~$1.5B valuation, that implies (hypothetically) the protocol could buy back the entire circulating supply within ~3 years at current run-rates. And importantly: - Pump.fun captures 100% of platform fees - All revenue is allocated to PUMP token buybacks - Over 18% of total supply already removed As supply comes off the market and demand increases, we think price has to adjust. **This is my personal research and market view, not financial advice.** $pump

🧵1/2 $PUMP RUN Both PUMP/USD and PUMP/BTC are in clear uptrends (higher highs, higher lows) with recent relative outperformance vs BTC, which is exactly what you want to see when risk starts rotating back on-chain. Technically, the structure looks strong. Fundamentally, it’s even stronger. Some argue memecoins are dead and the reality is they’ve had a deep pullback from the excesses of late 2024, but activity never disappeared. $PUMP proving that in real time. Despite sentiment being muted, $PUMP is currently the second-largest revenue-generating protocol in all of crypto, temporarily flipping #1 as it trades places with Hyperliquid. That matters because it tells us there is still persistent speculative demand, even in a suppressed environment. If risk-on allocations return, meme activity likely accelerates. $pump

$LIT - LIGHTER People are underestimating the supply shock that is going to happen once all airdrop sellers are exhausted. • Robinhood seeded the last round at $1.5 (4-yr lock: 1yr + 3yr cliff) • Price is only ~25% above that • Tom Lee invested • Coinbase invested • Top-tier VCs involved No supply unlocks until 2027. Lighter is already buying back tokens aggressively. This is the time to pay attention.

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