The author believes the broader crypto market will experience a significant upward move in Q4, with on-chain activity on the Robinhood chain picking up beforehand. They note that previous cycles were led by meme coins like $PEPE and $BONK.

Regarding specific holdings, the author holds spot positions in $USELESS—having previously closed its perpetual futures positions due to expected manipulation—and views potential pullbacks as buying opportunities ahead of anticipated multi-billion-dollar valuations. Additionally, the author is monitoring $FARTCOIN on Solana with the intent to establish a position if the timing aligns.