# Solana — X 热门讨论 (2026-10-02 00:02 UTC)
## @Lyxxprime (Ly-xx🧊) · 10-01 22:59 · ♥115 ↻75 💬112 $10 sol ga
max engage the quote
Drop addys fast > 引用 @useRecurve: Introducing Recurve.
Buy Robinhood Chain memes at up to 3x.
You bring the margin. A shared USDG pool lends up to twice as much. The contract buys the real token and holds it until you close.
Terminal is live. Trading opens at launch.
https://t.co/olTEw5xew5 https://t.co/anTxilwoHs https://x.com/Lyxxprime/status/2105794889103413539
## @JusttDerrick (DERRICK) · 10-01 23:02 · ♥105 ↻81 💬100 10$ giveaway
- max engage quoted - drop addys & rt
Few hours > 引用 @SOLWHALEDYOR: I gave you buy $SI at $250K, it went to $68M
I gave you $PAID at $500K, it went to $52M
I gave you $Musebook at $350K, it went to $46M
I gave you $EACC at $750K, it went to $30M
still not following me? your going to stay broke! 😂 https://t.co/ShkXiOLVLS https://x.com/JusttDerrick/status/2105795415019077849
## @dohertyjackk (Jack Doherty) · 10-01 21:44 · ♥104 ↻10 💬101 Should I giveaway a tesla to someone in solana:J1yxV53EmVRmt9RUj6PPufMfdAYUbtgwXCuNYTBTsYzJ coin? https://x.com/dohertyjackk/status/2105775857725804891
## @MarketBubble (Market Bubble) · 10-01 22:20 · ♥103 ↻3 💬13 Ansem writing the Q4 manifesto https://t.co/knLhBmGsC1 > 引用 @blknoiz06: pump/sol & pump/usd pairings, swapped some more solana into pump betting on weekly close > .0055 and .01+ shortly after
already 5x off bottom from summer & leading altcoin thus far this cycle
believe this breaking ATHs will raise ceilings for all new launches, still very underowned, yearlong accumulation & buybacks remain consistent with crosschain mobile app gaining traction
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other general market thoughts
zec 400 to 1600 in Q3, up from 40 in september of 2025, (500M -> 20B mcap) by far the top crypto performer of the past year, entering the double bubble turbulent area where price action becomes most volatile and blow off top ensues, i believe btc 2017 is best comp, aggressive uptrend+selloffs all year
btc eth & sol holding above range highs after good move off the lows from the summer, pa has been clean, no large liq runs yet but believe most are still offsides, think higher before pullbacks
hype & lit have been strong but recently sold off p aggro on robinhood perps integration news, believe this is the time period where it will make the most sense for hyperliquid & lighter to be aggressive with marketing, especially hyperliquid as i feel they have dominated but mostly exhuasted all of the liquidity of the crypto native cohort, hyperliquid has ~100k active traders? RH has 25M DAUs, want to see hyperliquid move aggressively into marketing towards more retail but also tradfi HNWI clients, am sure they are already thinking of ways to do this but is necessary step for them becoming 1T+ behemoth as Jeff envisions, partnership with Kraken on US integration is a big step
this is also the area where i expect a lot of builders to capitalize, HL builder codes are designed in such a way that retail frontends can build easily on top, believe gamified hyperliquid mobile apps will be some of the most successful crypto apps this cycle, similar to trading terminals success last cycle with onchain coins, social trading has been huge sofar with onchain coins, but PNLs on perps are much larger & whoever figures out how to tap that liquidity wins huge
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timing altcoins
zec uptrend started sept 2025
hype uptrend started jan 2026
pump uptrend started july 2026
ZEHYPERPUMP still strongest 3 imo
stating because i believe it will be important to be able to determine where different altcoins are in their market cycles, crypto does not trade one to one anymore, btc eth sol were all in downtrend for most of the year while hype outperformed aggressively, pump was in downtrend for a year straight while zcash pumped 20x, alt szns are an ever-rotating game, not something that happens all at the same time, being able to recognize when certain trends are beginning and others are ending is a necessary skill for compounding wins together
if i had to guess in terms of timing macro trends in three parts, id say zec is in its last third, hype is in its middle third, & pump is in its first third
it takes time for a base to build on assets before demand outweighs supply and uptrend begins & the opposite happens at tops when supply eventually outweighs demand
go look at old coinbase & robinhood charts, same trend diff timeframe
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anyway my point being i believe we are entering a new phase for alts doing well, onchain & cex alts, cex alts currently have extreme discounts because of how poorly they did last cycle, imo this is your opportunity for identifying gems in the piles of trash, because there are some out there and most still believe crypto is a scam
there is a lot of sidelined capital looking for things to bid, VCs & smart retail alike
the time to make your list of which coins to start buying is now, everything is floored
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TLDR:
Q4 bias: bullish, pullback + OI wipe in October, early bull market but late lev entries dangerous, high conviction spot positions safe
highest conviction: PUMP
invalidation levels: 74k, 73, .0034, 750, 95
concerns: rates/war/dxy strength https://x.com/MarketBubble/status/2105785046665773363