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  • 👀 Pump.fun is heating up again: Smart money knows

👀 Pump.fun is heating up again: Smart money knows

Smart money is quietly loading up on Pump.fun again as Solana’s meme factory prints 13K new tokens a day. ZCash hits fresh privacy highs, Solana’s stock tanks, and AWS reminds us who really runs the internet.

The memecoin factory hasn’t closed for business.

After being left in the dust for months, smart money has finally started to flow back into Pump. fun, the Solana-based platform that made meme-making an on-chain sport.

PUMP: the project’s own native token has recovered from its lows, jumping to roughly $0.004 less than a cent after fetching just $0.0033 over 22% higher month-on-month despite “panic selling”. The development arrives as wells and feverish institutional traders start reloading after a harsh altcoin drawdown.

Smart money wallets, meanwhile have been increasing the amount of PUMP in their portfolios by 17% according to Nansen, which suggests we could be in the very early stages of accumulation as retail attention shifts elsewhere.

🧠 The Meme Market Reset

Interest in PUMP is down 47%, according to Messari, as traders hunted for Bitcoin and ETF narratives. But beneath the surface, the platform is still printing out tokens like clockwork. Pump.fun now powers more than 95% of the meme launches on Solana, outstripping competitors such as Four. meme and LetsBonk.fun.

There are over 13 million tokens produced on Pump.fun, with daily generation averaging around 13K. Just a few trickle out to DEXs, but volume crushes are enough that $MNSTR remains very much alive and raking in an estimated $2.9M in fees through token launches and PumpSwap trading every day.

🐋 Whales place big bets on a comeback

On Hyperliquid, 26 active whales are wrapping large portions of PUMP: 60% long and 40% short – with open interest rebounding to $346M. The platform itself controls 9% of the token’s total supply albeit buybacks have slowed down since September.

PUMP continues to be small at a $1.3B market cap relative to its cultural impact and that’s precisely why early birds keep pouring money into it.

📊 Market Watch

1️⃣ Privacy demand for ZCash reaches new all-time high

ZCash now also has a record high number of shielded, privacy-enhanced coins in the form of just shy of 1.05 million ZEC added to private pools over the past three weeks. Retail wallets are still depositing, not dumping, a clear indicator of long-term belief. The coin stayed strong above $270, now up 337% against BTC over the year and as additional users bridge ZEC to Solana and DeFi applications.

2️⃣ Machi Big Brother glares demolition in the face

The celebrity whale, who goes by the moniker, Jeffrey “Machi Big Brother” Huang risks a multi million dollar liquidation at his 2,600 ETH long on Hyperliquid. His position is leveraged 25x, the point of liquidation for his position is a stone's throw above $3,800. Even with adding collateral multiple times, and just 24 hours ago, ETH pulling back from $4k to $3,890 left him down –40% unleveraged (unrealized).

3️⃣ Solana Company stock tanks after resale window opens

Solana Company (formerly Helius Medical) lost 11.4% in a day and 55% this week after releasing restricted shares from its $500M Pantera-led round. Private investors poured out their holdings, leading to daily volume of 4.6M shares a day. The outfit still maintains a bag of 2.2M SOL, making it the second-largest Solana treasury, but the sell-off underscores that token-exposed equities remain as volatile as ever.

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🎭 Culture Watch

A massive AWS outage took down half the web: from Amazon, Snapchat, Fortnite, and Canva to even Coinbase and PayPal. The failure started in the US-EAST-1 region around 3:11AM ET, spreading globally within hours.

When AWS sneezes, the entire internet catches a cold.

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