- The Warmup by Kaizen
- Posts
- Pump.fun Has Officially Become a Billion Powerhouse
Pump.fun Has Officially Become a Billion Powerhouse
PLUS: Post-Midterm Rally Setup Emerging for Bitcoin

Welcome back to The Warmup.
Happy Friday! One day closer to midterms.

Here’s what we’re watching:
Market Snapshot
Pump.fun Has Officially Become a Billion Powerhouse
BTC Breakout Watch
Post-Midterm Rally Setup Emerging for Bitcoin

Market: Crypto is currently showing strong relative strength, with Solana leading the digital asset rally even as traditional macro indices face a broad sell-off.

Pump.fun Has Officially Become a Billion Powerhouse
What’s going on:
The memecoin launchpad has surpassed $1 billion in cumulative revenue, making it the first platform on Solana to hit this massive milestone since its 2024 debut.
To put that in perspective, it’s currently outpacing ecosystem giants like Jupiter and Raydium in total earnings.
The platform isn't just sitting on its cash; it’s funneling nearly 100% of daily revenue into a PUMP token buyback program.
So far, they’ve scooped up over $323M worth of PUMP, effectively removing nearly 29% of the circulating supply from the market.
What it means:
New domain records for Ethereum, Base, BSC, and Monad strongly suggest a cross-chain move is imminent.
By expanding beyond Solana, Pump.fun is positioning itself to dominate the memecoin meta across the entire crypto ecosystem.
While the PUMP token still trades below its ATH, the revenue generation and aggressive supply reduction show a platform that is maturing into a central pillar of onchain speculation, regardless of which chain you prefer.

SEI Divergence Play

What’s going on:
SOL is moving sideways as Bollinger Bands compress, signaling a potential volatility expansion.
Price looks to be forming a base and has held strong despite negative macro headlines, showing relative strength.
Key levels we’re watching:
Support: $80 → loss could accelerate downside
Resistance: $90 → breakout level to watch
Upside target: $120 if $90 flips to support
Invalidation: Sustained move below $80
Directional Bias: Slightly bullish
What we’re waiting for:
Break and hold above $90
Volume expansion on the move
Continued resilience in risk-off conditions

Post-Midterm Rally Setup Emerging for Bitcoin
What’s going on:
Historically, the 12 months following midterms stand out as the strongest phase in the four-year presidential cycle for risk assets.
Data stretching back to 1939 shows the S&P 500 averaging a 19% return in that post-election window, with no negative years recorded.
Bitcoin, although it only has three full cycles of history, has delivered even stronger performance: an average 54% gain in the year after midterms across 2014, 2018, and 2022.
Political uncertainty peaks during the election period itself (midterm years have often seen sharp drawdowns, Bitcoin averaged roughly 64% declines in those years, while the S&P 500 saw average peak-to-trough drops around 16%).
Once results are in and the fog lifts, markets typically stage their most convincing rebounds.
What it means:
With the 2026 midterms approaching, this seasonal tailwind could become a meaningful driver for both equities and crypto if other macro pressures start to ease.
We’re not declaring a bottom today, but the historical playbook suggests a favorable window could open after the 2026 midterms.
If the pattern repeats, Bitcoin’s higher beta could deliver outsized gains relative to stocks once uncertainty fades and risk appetite returns.
A classic setup for staying disciplined with strong assets in BTC and select alts.
The post-midterm stretch has consistently been one of the most bullish periods on record. Worth watching closely as we move toward election season.

![]() | HYPE: |
![]() | SUI: |
![]() | HOOD: |


Will Bitcoin see a major rally after the 2026 midterms? |

Even as the US-Iran conflict keeps the world on edge, Bitcoin has shown its "digital gold" strength today by rebounding toward $72,000, proving it can act as a vital safety valve when traditional systems feel shaky.
While critics point to gold’s recent record highs as a reason to doubt crypto, the long-term math suggests that if Bitcoin captures just a small fraction of gold's massive market, it could realistically reach that legendary $1 million milestone.
For a beginner, the most actionable move is to "zoom out" and ignore the weekend noise, focusing instead on the fact that the dollar has lost a quarter of its value since 2020 while Bitcoin has soared.
Ultimately, by starting a simple, automated investment plan today, you are betting on a future where finance is digital, 24/7, and no longer at the mercy of a single government’s printing press.

— The Warmup Team
Always do your own research. This newsletter is supplemental material to help educate readers as they make their own decisions. Projects mentioned here are provided to give a potential early-mover advantage.












