Tyler and D announced they are no longer free agents — FOMO Hour's new title sponsor is pump.fun, 'one of the clear winners of this cycle.' Both hosts will trade publicly on the app with verified accounts, and D said he is loading up roughly $100K there. The sponsorship came with receipts: pump.fun did $12.9M in revenue last week, its highest since January, at nearly $2M a day with half going to buybacks. D called it 'probably the fastest going startup in the history of startups' — fastest to a few billion dollars.
BTC sat at $79,100, up 24% on the week, with ETF inflows of $1.92B last week including $300M on Friday. The crew flagged the breakout level at 78,172, with 82 as the next stop and 92 after that, and noted Bitcoin dominance ran to 60% from a low of 57. Michael Saylor again did not buy — he stacked another $1.9B in cash (roughly $7B total), bought back $136M of STRK near $96.50, and parked $300M in a new USD pool earmarked for flexible Bitcoin purchases. MSTR still rose 28% last week anyway. D's take: 'If Saylor announced a buy this morning we would have turbo dumped.'
Per Bloomberg, Treasury Secretary Bessent could unleash up to $1 trillion in cash to fund expanded bond buybacks — a huge escalation after last week's $4B effort, which initially sold off before bonds went higher. The crew read it as the printer warming up ('Brrr!' / 'Printer's about to go, baby'), with the 10-year already down 0.04 and gold grinding to ~$4,720 while Bitcoin outpaces it.
The ETH/BTC pair printed a fresh golden cross — the 50-day moving average crossing above the 200-day — the last time it happened ETH made a new all-time high within months. ETH finished the week up 35% to $2,505 after running from roughly $1,800, outpacing Bitcoin's 25%, with $693M of inflows and a spot that's now 68% off the lows. Tyler's framing: more people hold Bitcoin than ETH, so the catch-up trade is 'max pain' for sidelined Bitcoin bulls.
SOL hit $103 briefly before settling at $95, up 26% on the week, and Ansem posted 'Solana has not looked this good since October 2023.' The tape backed it: a weekly record 1.3B transactions, all-time highs for tokenized equities and Jupiter, and a validator vote this week on three proposals including doubling the disinflation rate (results due Thursday). The killer stat: on July 26, Solana counted 566K active wallets — excluding pump.fun the number was 0.04, meaning 90%+ of Solana wallets interact with pump.fun.
HYPE hit a new all-time high of $82 yesterday (now $79.31, +34% on the week) after Trump effectively said Hyperliquid is coming to the US — making regulatory approval a matter of when, not if. LIT shot from $2.60 to $3.60 before cooling to $3.40. Zcash went parabolic Friday on Grayscale's filing to convert its trust into a spot ETF (+65% on the week), with the migration now 85% complete — D's call: 100% migration sends it over $1,000, versus the $4,000 all-time high. He's not counting on ETF inflows though: HYPE's ETFs have only pulled in ~$10M total.
Saturday's fake-Trump-coin rumor knocked Robinhood Chain tokens down 20-30% — CASHCAT fell to a tenth — before a Vlad Tenev podcast flipped sentiment: builders are shipping new primitives and airdropping tokenized stocks to meme-coin holders. CASHCAT ripped back up 50%, PONS hit a new all-time high at $50M market cap (+80% on the day), the AI dog flipped STONKBROKER (+80%), and INDEX ran +175%. Launchpad data told the real story: Pons holds 43% of daily new-token share versus Pools' 27%, with Pools volume at $9M vs Pons' $30M — roughly a third, 'not a flop.' D bought a spot basket including CASHCAT at $150M market cap, calling it the leader of the chain because Robinhood listed it first.
The GTA hacker Cyberleak's token ran $1M to $30M in 8-12 hours (25-30X) after he shared watermarked pages — Min bought 2% at the lows and made roughly half a million. Dopamine did 17X (~$700K for one trader), WIF is back above $200M market cap, and FARCOIN touched $250M. STONKBROKER is 'back,' hanging at $10M versus $4M recently, with a new launchpad integration shipping this week — and Tyler argued Vlad's tokenized-stock talk is bullish for Solana tokenized stocks too. On BSC, the new Litecoin remains the strongest mythical-listing candidate but 'is just not moving,' while his CATS bag — average entry at $4.1M market cap, sold tranches at 10/12/15/18M — had a 24.5x weekend.
Hyperliquid OI across just five coins: BTC $3.3B, ETH $2B, HYPE $2B, Zcash $500M, SOL $500M — $8.5B total, which D read as far less musical-chairs than prior cycles. His playbook is the Q4 2023 trade: swap ETH for Solana at $67, hold three months, double. Now he sees PENGU as a 2X in two months from spot, 'Q1 is gonna be ridiculous,' and Aster — the biggest trade of last cycle — only came in October. 'If you think you've missed something, you haven't. There's gonna be maybe a hundred cyberleaks coming.'
Ink chain chatter: a Kraken airdrop is coming, and Quotrons pumped on speculation they'd migrate from Robinhood Chain — though D noted the setup isn't the same as RH Chain. Kraken itself is 'putting on a performance like no other exchange,' buying everything in sight ahead of a likely IPO. On the NFT side, FWA's Foyer PFPs launched an hour after the show (house-side ETH pairing plus a spin wheel, early access to custom pools for holders) with Sterling Crispin's drop later this week, and the Mint LV reveal went 0.02 to 0.1 — an easy 5X. D's biggest on-chain bet remains FWA, and Wiz flagged REC's chart: 'the amount of shorts about to get absolutely wrecked if this thing goes' — a potential 2X back above $100M.