Topics:

1. First up, We discuss the implications of pump.fun $10B+ ICO and whether meme coin infrastructure is entering a more mature, investable phase
2. Next, explore the rise of alternative launchpads and flywheel-driven token economies that may challenge Pump's dominance
3. and Finally, examine the growing crypto-native streaming space and the risks it may face as regulatory pressure catches up.

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We analyze the shifting dynamics of the crypto market as speculation ramps up ahead of major catalysts. We discuss the implications of pump.fun $10B+ ICO and whether meme coin infrastructure is entering a more mature, investable phase. We also explore the rise of alternative launchpads and flywheel-driven token economies that may challenge Pump's dominance.

Bitcoin price models are back in focus, with some forecasting a potential cycle top of $444K from Fred Krueger. We unpack what it would take for that thesis to materialize and whether current macro conditions support it.

Additionally, we examine the growing crypto-native streaming space and the risks it may face as regulatory pressure catches up. The conversation rounds out with a deeper look at metaprotocols and the role they’ll play in preserving value as market narratives evolve.

As always, our goal is to navigate through both sentiment and signal to help you stay one cycle ahead.