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Developing Ecosystem, Slowing Momentum - Why We're Bullish, With Caution

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Key Takeaways:

  • Pump.fun announces $1B token raise at $4B FDV
  • BTC ETFs see $375M in inflows after recent weakness
  • ETH maintains strong momentum; Solana reacts negatively to Pump.fun

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Fragile Optimism as Rates Come Back From Brink

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