The analyst discusses SOLUSDT with a target of 214.00 and a fail bound of 190.00. Then the analyst shifts focus to ENAUSDT, identifying positive fundamentals including growing TVL and a revenue of $37.7 million annualized. The analyst notes a potential breakout, a target of 0.840 and a fail price of 0.640. The analysis also incorporates factors including StablecoinX expanding financing by $890 million for ENA treasury and a proposed buyback program. He cautions about short-term pullback, and notes high trading volume, ending on the idea that 'some of those, like, that's going to, that's not going to end well; not everybody can win, right?'