Circle Soars on IPO, Pump.fun to Launch Token | Rekt Vision

Jun 6, 2025

Tillman Holloway, CEO of Arch Public, and Andrew Parish, co-founder of the same firm, dive deep into the crypto landscape. They discuss the recent IPO of Circle and its implications for stablecoins, while exploring Bitcoin's evolving role in company treasuries. The duo shares insights on the current challenges and opportunities in the meme coin market, along with the integration of crypto into traditional equity markets. Expect predictions on investment strategies amidst regulatory scrutiny and the significance of storytelling in crypto IPOs.

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INSIGHT

Meme Coin Market Challenges

Meme coins and Solana on-chain games are in decline after nearly two years of challenging profitability.
The Pump.fun token launch valuation seems fair but highlights a waning market interest in meme coin ventures.

ADVICE

Prioritize Ethereum and Beta Trades

Focus on Ethereum and its beta plays as the safest and most promising risk-on trades right now.
Ethereum's chart and sentiment suggest the start of an alt season; consider it over more volatile meme coins.

ADVICE

Look for Undervalued NFTs

Consider undervalued NFT projects like Rekt Guy as potential buys based on token market capitalization versus floor price.
Look for NFT tokens where the market cap significantly exceeds NFT floor price for favorable upside.

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Rekt co-founders OSF and Mando, also the author of the Mando Minutes newsletter, are back to discuss the biggest narratives and themes driving cryptocurrencies right now. They discuss the USDC stablecoin-issuer Circle going public, Pump.fun launching its own token, memecoin weakness, what the best trades are right now, and HYPE’s outperformance, and much more. Later in the show, they are joined by Arch Public’s CEO Tillman Holloway and co-founder Andrew Parish. Recorded on June 5, 2025. Check out Arch Public’s algorithmic trading platform for free at https://realvision.com/arch

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