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![0xCryptoSam Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1466127492176044035.png) Sam [@0xCryptoSam](/creator/twitter/0xCryptoSam) on x 3950 followers
Created: 2025-07-16 17:11:39 UTC

Part of the reason this alt run feels real is that 1) ETH is pumping, and 2) it isn't an echo pump of tokens that we all knew were vaporware (Virtuals, ai16z, insert AI agent that was half-baked).

Say what you will about ETH being overvalued, but at least it's a real network with some fundamentals to speak of. HYPE and PUMP deserve attention for obvious reasons, and DeFi pumping seems reasonable given the past X years of work done improving these platforms.

I'm not confident this environment is sufficient for DeFi Summer 2.0; we might need rate cuts to go that risk-on. But this PA looks great, I'm feeling more confident now than I was in April/May.

![](https://pbs.twimg.com/media/Gv_n5zcWcAIN-xW.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945531790942232807/c:line.svg)

**Related Topics**
[ai agent](/topic/ai-agent)
[coins ai](/topic/coins-ai)
[virtuals](/topic/virtuals)
[echo](/topic/echo)
[alt](/topic/alt)
[ethereum](/topic/ethereum)
[coins layer 1](/topic/coins-layer-1)

[Post Link](https://x.com/0xCryptoSam/status/1945531790942232807)