# bull case (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover bull case. Page: Feed: --- ## [The bull case for $PUMP](https://threadingontheedge.substack.com/p/the-bull-case-for-pump) _2026-08-15 · arndxt · Threading on the Edge_ .... is (real) ## [Everyone is sitting still](https://threadingontheedge.substack.com/p/everyone-is-sitting-still) _2026-08-13 · arndxt · Threading on the Edge_ i’ve been sitting on this for a while, and a friend’s post finally made me pen down my thoughts. ## [The state of play for crypto card payments](https://threadingontheedge.substack.com/p/the-state-of-play-for-crypto-card) _2026-08-12 · arndxt · Threading on the Edge_ How the leading crypto cards are positioning themselves and which market they want ## [The machine GDP](https://threadingontheedge.substack.com/p/the-machine-gdp) _2026-08-07 · arndxt · Threading on the Edge_ i think we’re going to start talking about something called machine gdp ## [My Current Macro Thoughts](https://threadingontheedge.substack.com/p/my-current-macro-thoughts) _2026-08-06 · arndxt · Threading on the Edge_ I broadly agree with this framework, but I think there are a couple things worth adding. ## [Robinhood Printed. Arc Is Next?](https://threadingontheedge.substack.com/p/robinhood-printed-arc-is-next) _2026-07-23 · arndxt · Threading on the Edge_ robinhood chain proved that new chain rotations are still alive. ## [How Stretched Is the Market, Really](https://threadingontheedge.substack.com/p/how-stretched-is-the-market-really) _2026-07-14 · arndxt · Threading on the Edge_ I noted that nearly every standard market-level valuation metric tracked, currently shows the US market at or near the most overvalued readings in their respective datasets. ## [Morpho Bull and Bear Case](https://threadingontheedge.substack.com/p/morpho-bull-and-bear-case) _2026-07-10 · arndxt · Threading on the Edge_ back to this as i used to write these thesis a while ago ## [Everyone is long AI while the S&P 500 becomes an AI derivative](https://threadingontheedge.substack.com/p/everyone-is-long-ai-while-the-s-and) _2026-07-06 · arndxt · Threading on the Edge_ No sector in history has ever been this large: ## [Is this the end of the AI trade](https://threadingontheedge.substack.com/p/is-this-the-end-of-the-ai-trade) _2026-06-26 · arndxt · Threading on the Edge_ There is no alternative investment ## [Every Channel. One Login. (Sponsored)](https://crawlproof.com/a/vxxLhzjPYFOf) _2026-06-26 · **Sponsored**_ 17,000+ live channels, movies and sports on any device. Free trial, no IP lock. ## [Public Sales are the New Airdrops](https://hfaresearch.substack.com/p/public-sales-are-the-new-airdrops) _2025-11-13 · Taiki Maeda · HFA Research Newsletter_ the latest shift in token launch dynamics ## [The Humble Farmer Portfolio](https://hfaresearch.substack.com/p/the-humble-farmer-portfolio) _2025-10-07 · Taiki Maeda · HFA Research Newsletter_ make money in any environment ## [How to Farm the Polymarket Airdrop in 2025 (FULL GUIDE)](https://hfaresearch.substack.com/p/how-to-farm-the-polymarket-airdrop) _2025-09-16 · Taiki Maeda · HFA Research Newsletter_ It was recently reported that in a filing with the SEC, Polymarket is opening the doors to a potential token in 2025 or 2026: ## [How I'm farming with $1M of Stablecoins](https://hfaresearch.substack.com/p/how-im-farming-with-1m-of-stablecoins) _2025-09-11 · Taiki Maeda · HFA Research Newsletter_ Humble farmer Taiki is back! ## [Bull Case for MKR/SKY - Q2 Update](https://hfaresearch.substack.com/p/bull-case-for-mkrsky-q2-update) _2025-05-11 · Taiki Maeda · HFA Research Newsletter_ If you want a video explainer of my MKR thesis, check it out here. ## [The Bull Case for $MKR $SKY](https://hfaresearch.substack.com/p/the-bull-case-for-mkr-sky) _2025-02-26 · Charlie · HFA Research Newsletter_ $MKR is Dead, Long Live $MKR ## [Best Stablecoin Farming Opportunities](https://hfaresearch.substack.com/p/best-stablecoin-farming-opportunities) _2025-02-24 · Charlie · HFA Research Newsletter_ Best Stablecoin Farming Opportunities ## [Berachain & Boyco Farming - is it worth it?](https://hfaresearch.substack.com/p/berachain-and-boyco-farming-is-it) _2025-01-31 · Charlie · HFA Research Newsletter_ Diving into Berachain's pre-mainnet farming campaign ## [AI Memecoin Omegacycle](https://hfaresearch.substack.com/p/ai-memecoin-omegacycle) _2024-11-27 · Taiki Maeda · HFA Research Newsletter_ A Repeat of DeFi Summer ## [Brisk AI News Briefings (Sponsored)](https://crawlproof.com/a/ogp53FcMj5o8) _2024-11-27 · **Sponsored**_ Read AI summaries and listen to audio briefings for top stories. ## [Celo - the next stablecoin kingmaker](https://hfaresearch.substack.com/p/celo-the-next-stablecoin-kingmaker) _2024-10-22 · Charlie · HFA Research Newsletter_ Could Celo be the African Tron?