what's stopped me from being in SOL this cycle is really this chart Tx volume is at all time highs, but the value being captured by the the those through MEV/fees is pretty flat and low Obv there's still some woowoo valuations with L1s, and this is still undervalued vs ETH, but not so much from an objective PoV right now.

expecting tradfi and retail to be coming back if BTC can hold up here People notice when something chads against stocks for 6 weeks and the flavour of the month stocks are being boring/sideways

of my two favourite midcap bags, prob ENA has more juice here than NEAR, both chad founders NEAR is still heavily a narrative bag and relies on intents blowing up (revenue is nice, not 5b mcap nice), the Hyperliquid confidential perps to take off, or agentic finance to finally take of ENA USDe expansion is guaranteed as apes start longing again, neobank is best in the biz and will keep expanding, and the unlock overhang nearly finished. Downside is that Arthur is shilling it again.