UpTrade Alpha

So I’m sure many of you have heard by now Robinhood just went big with their Robinhood Chain mainnet launch and named Lighter as their official perpetuals partner. Back in January, when no one was really talking about it, we were already deep on the Lighter x Robinhood narrative.... and the strategic Robinhood backing as a distribution moat, and the massive growth curve this TradFi-DeFi bridge could unlock. (video clip below from Jan 22) Fast forward to today and perps are now live natively inside the Robinhood Wallet, powered by ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2. The TAM this unlocks is massive.....Robinhood brings ~28 million users (many already comfortable trading stocks, options, and crypto) straight into high-performance on-chain perps and tokenised assets on their chain. This is the research we do @UpTradeOfficial . If you want to actually be early to trends and narratives check out uptradealpha.com

🧵 2/2 $PUMP RUN Key fundamentals: - Solana-based memecoin launchpad and the largest hub for meme issuance - Acts as a broad exposure to memecoin sector, not dependent on any single token - Generates real, measurable revenue Recent revenue stats: 24H: $1.3M 7D: $10.6M 30D: $37M Revenue has stayed above $1M/day since Jan 6 Currently running at ~$500M annualised revenue At a ~$1.5B valuation, that implies (hypothetically) the protocol could buy back the entire circulating supply within ~3 years at current run-rates. And importantly: - Pump.fun captures 100% of platform fees - All revenue is allocated to PUMP token buybacks - Over 18% of total supply already removed As supply comes off the market and demand increases, we think price has to adjust. **This is my personal research and market view, not financial advice.** $pump

🧵1/2 $PUMP RUN Both PUMP/USD and PUMP/BTC are in clear uptrends (higher highs, higher lows) with recent relative outperformance vs BTC, which is exactly what you want to see when risk starts rotating back on-chain. Technically, the structure looks strong. Fundamentally, it’s even stronger. Some argue memecoins are dead and the reality is they’ve had a deep pullback from the excesses of late 2024, but activity never disappeared. $PUMP proving that in real time. Despite sentiment being muted, $PUMP is currently the second-largest revenue-generating protocol in all of crypto, temporarily flipping #1 as it trades places with Hyperliquid. That matters because it tells us there is still persistent speculative demand, even in a suppressed environment. If risk-on allocations return, meme activity likely accelerates. $pump

$LIT - LIGHTER People are underestimating the supply shock that is going to happen once all airdrop sellers are exhausted. • Robinhood seeded the last round at $1.5 (4-yr lock: 1yr + 3yr cliff) • Price is only ~25% above that • Tom Lee invested • Coinbase invested • Top-tier VCs involved No supply unlocks until 2027. Lighter is already buying back tokens aggressively. This is the time to pay attention.