The author highlights HYPE and PUMP as examples of coins benefiting from a market shift toward revenue-generating protocols. They express high conviction in the low-cap asset solana:BCdwQBAn8dYB5YjTsoB6TdHAWokxv28k2oZUodERpump, noting it currently sits at a $10M market cap and is consolidating before a major breakout. The author sets a price target for this play to reach $100M+ within a few weeks as its protocol goes live and generates real revenue.