One-liners across all four coverage areas: Treasury Companies, Diversified Crypto, Bitcoin Mining, and Macro & Crypto FX.
Last week's six One Liner charts (here) delivered standout performance and were squarely at the center of the market's biggest moves. Circle gained +15% since our last publication, Gold rose +3.7%, Monero added +4%, Hyperliquid surged +30%, and Pump. fun climbed +27%, while Iren was the lone laggard, down 6%. That's five winners against one loser, for an average return of +12% across the six names. Here's a look at this week's six charts.
Earlier in August, we replaced one of the 10 coins in our ‘Discretionary Altcoin Model’ portfolio (here, see dashboard for Trading Signals) with Pump. Fun, arguably a swap we should have made sooner, given its strong catalysts. Even so, the position has already delivered exceptional performance: Pump. Fun's token was one of last week's top performers, returning +32% and outpacing even market favorite HYPE. We've also flagged Pump. Fun repeatedly in this report over the past few weeks, notably just last week, right before its big move.
On August 12, we proposed a portfolio of "Four Crypto Stocks We'd Buy for the Next 6-12 Months," which is already up +10.6%. We have strong conviction in this portfolio as a compelling way to gain exposure, with several of these names positioned for outsized returns. We've also added it to the dashboard so Trading Signals subscribers can track its performance directly.
Pump. fun was one of our top charts in last week’s report

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