doug funnie
Crypto Trader
WIF is likely on track for 5-20x this cycle depending on the cycle, a conservative range since 5x would reach only 20% of its previous high. Once the market legs up and onchain activity heats up, WIF nearing $1B again should bring it back into the mainstream narrative, with talk of reclaiming $2B and new highs. That would pile buyers into WIFOUT, which constantly rewards WIF, if the stonk-fun thesis persists. x.com
dogwifhat could mean-revert about 6x to a $1B market cap, still only 20% of its prior all-time high, with stonk fun memecoins as a catalyst. These paired coins excite traders about the larger token and put organic buying pressure on it: one WIF-paired coin added days' worth of WIF buying within hours, and WIF social mentions rose 10x. A similar coin added $2B to Zcash's market cap within four hours of going viral. x.com x.com
Bitcoin's third wave should be at least as strong as its first, which already rose 6x from the 2022 lows in a non-expansionary macro environment. Wave 3 is almost always stronger, but even matching wave 1 would put Bitcoin around $350k, a 3-4x from here. With wave 3 and macro aligning, high prices for Bitcoin and especially alts are a reasonable expectation. x.com
Digital assets including Bitcoin, Ether, Solana and XRP could see the largest crypto rotation ever, as a 1-2% shift out of global equities or a stalled AI trade would dwarf 2017 ICO and 2021 retail money. Unlike earlier retail-and-leverage cycles, spot ETFs can absorb billions, corporate treasuries hold large BTC stacks, and tokenization gives TradFi something to underwrite. The 2024-25 ETF wave proved institutions buy when the wrapper looks like a mutual fund. x.com
Last cycle's memecoin winners such as dogwifhat and Mog may barely move this memecoin season, because returning risk appetite is jumping from one fresh launch to the next rather than into memes as a category. A few runners don't put old memes next in line; that queue doesn't exist. Per @DefiIgnas, WIF, POPCAT, MOG and FARTCOIN are down 50% this year with no bounce as promoters moved on. Finding a coin once it is all over the feed means being the exit, not early. x.com
Pump.fun's PUMP token still earns about $1.6 million of revenue a day despite talk that it is dead, and that revenue should rise as on-chain activity heats up. Its daily chart shows great market structure forming, and it is back in a buy zone. The biggest issue is the lack of long-term clarity on buybacks, so it deserves a smaller premium; committing to a fixed minimum share, such as 50%, instead of year-to-year changes would make it easier to trust. x.com x.com
