Out of 84 coins above, only $SOL, $HYPE, $JUP, $RAY, $FAI managed to outperform BTC Year-To-Date. About 6% of alts, with 2 of them being majors. Asset selection is incredibly difficult, and sectors that suffer the worst drawdown turns out ot be AI coins, Framework coins -74.55% on average, Agent coins -50.81% on average

Also it's not that difficult to "outperform", you simply just need to not lose money. In a sense, sidelined capital who have yet to deploy capital in 2025 most likely outperformed 99% of participants holding altcoins.

avoid the mistakes you made in last year’s summer chop and try not to force trades

difference is

you could still be redeemed last year because it wasn’t late bull, but now your chances of redemption is much lower

play defense until the winds are favourable

it’s not over but you must survive long enough to see it happen

*insert mngr quote*

In discretionary the right position is almost always flat

do nothing. 5x / yr there's free money on the floor

pick it up. then do nothing

outperformance

Memecoins: A new frontier or a dicey gamble for young investors in Singapore?

Two Gen Z investors said they are drawn to memecoins for their potential outsized returns, despite knowing the risks involved.

Read more: https://bit.ly/42Nac5Y

Mr Tan said he invested US$2,800 in memecoins, split between the Brett and Wolf coins, which he felt were well-marketed.

At the time of this interview, his portfolio was valued at around US$1,800.

“In December, it did really well and went up to around US$8,000, but I didn’t sell anything. So here I am, but it’s okay,” he said.

U.S. NONFARM PAYROLLS: +143000 (EST. +169000)
U.S. UNEMPLOYMENT RATE: 4% (EST. 4.1%)
U.S. AVERAGE HOURLY EARNINGS: +0.5% (EST. +0.3%)

Exclusive: Pumpfun, a token launch platform on Solana, will release token and conduct public offerings, and will adopt the Dutch auction model. It is currently working with CEXs to develop the system.

This information was first released by @hebi555 and WuBlockchain team confirmed it with several insiders from the exchange. Previously, Binance co-founder He Yi also mentioned the use of the Dutch auction to innovate token IEO models in an AMA.

Pumpfun has currently earned about $572 million in fees and transferred about $386.8 million to Kraken. Recently, some lawyers in the United States have filed lawsuits against Pumpfun, which may have an impact on whether it will eventually issue token.

Pumpfun co-founder Alon called it "rumors about a potential Pump Fun token", but also hinted that it "committed to rewarding its users properly".

WuBlockchain Team obtained the detailed coin issuance preparation documents that Pumpfun provided to the CEXs.

However, the exact timing of the token issuance has not been determined, especially as Pumpfun has recently faced a large number of lawsuits. — link

preferential treatment but it is to be expected

straight spot on tst vs. only perps for majority of sol tokens

$CHEEMS, $TST listed on Binance futures

via @NewListingsFeed

I think it's a good time to pay attention and try to catch these types of runners early

I missed $TST and $JAILSTOOL - haven't really been paying attention that closely

however what I would say is, try not to chop yourself up

what I mean by that is, last summer we had several runners but no clear meta

you could make money if you caught them early, but once they dumped, it became very tricky and it was very easy to put in big losses

so given that TST already hit close to 500M, even with the binance spot listing, don't think it's worth chasing

Jailstool could do well, but since I missed it early, not inclined to chase here or on dips

the dips could be great entries, or they could also really fuck you up

point is - if you want to benefit from these times onchain, it's good to stay locked in and find these trends *early* rather than chase them later on

otherwise, stay disciplined and just observe from the sidelines until objectively there is a great narrative (like the ai coins in october) or it's clear that more liquidity is flowing onchain