Love it or hate it, pump.fun has been a key force behind Solana’s dominance over the past year.
🧨The platform has raked in 2M+ SOL ($398M) and accounted for 62.3% of all Solana DEX transactions in late 2024.
However, its **massive CEX transfers—1M+ $SOL ($208M) to Kraken this year—**have raised concerns about its impact on Solana’s price.
That said, its bonding curve model locks liquidity, reducing circulating supply and offsetting some of the sell pressure.
Full article
🧨The platform has raked in 2M+ SOL ($398M) and accounted for 62.3% of all Solana DEX transactions in late 2024.
However, its **massive CEX transfers—1M+ $SOL ($208M) to Kraken this year—**have raised concerns about its impact on Solana’s price.
That said, its bonding curve model locks liquidity, reducing circulating supply and offsetting some of the sell pressure.
Full article
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Reminder: Our X Space is Today!
The Future of Web3 AI kicks off today at 3:00 PM UTC🔥
Speakers:
KOLZ – AI-powered Web3 replicas
Predipie – Web3 fantasy football with AI
Ta_da – Human-generated AI datasets
MoonRig – AI-powered modular dApps
HeyElsa – AI crypto agents & DeFAI
🎙 Hosted by: @SimplicityWeb3
Set a reminder & tune in!
https://x.com/i/spaces/1vAGRDnbrNZxl
The Future of Web3 AI kicks off today at 3:00 PM UTC🔥
Speakers:
KOLZ – AI-powered Web3 replicas
Predipie – Web3 fantasy football with AI
Ta_da – Human-generated AI datasets
MoonRig – AI-powered modular dApps
HeyElsa – AI crypto agents & DeFAI
🎙 Hosted by: @SimplicityWeb3
Set a reminder & tune in!
https://x.com/i/spaces/1vAGRDnbrNZxl
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In our research on value flows, we broke down what’s fueling Solana’s dominance in the DEX market.
Institutional inflows
🔹 $1.3T in hyper value trades ($50K+) on Solana DEXs (Dec–Jan)
🔹 20% of total volume now comes from whales & large players
Retail-friendly ecosystem
🔹 27% of all trades range between $100–$5K
🔹 Small trades (<$100) still make up 20.5% of total volume
Memecoins →
🔹 @pumpdotfun alone fueled 62.3% of all Solana DEX transactions
🔹 The $TRUMP token launch brought in new high-net-worth trader
Institutional inflows
🔹 $1.3T in hyper value trades ($50K+) on Solana DEXs (Dec–Jan)
🔹 20% of total volume now comes from whales & large players
Retail-friendly ecosystem
🔹 27% of all trades range between $100–$5K
🔹 Small trades (<$100) still make up 20.5% of total volume
Memecoins →
🔹 @pumpdotfun alone fueled 62.3% of all Solana DEX transactions
🔹 The $TRUMP token launch brought in new high-net-worth trader
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Token holders ≠ users 👥
One of the biggest mistakes in crypto is assuming that token holders and users are the same. They’re not.
🔹 Token holders care about price, staking yields, and liquidity.
🔹 Users care about the actual product and its utility.
Sometimes, they overlap - but designing tokenomics without understanding this distinction is a fatal mistake.
If your token only attracts speculators and not real users, your project is just a hype cycle waiting to crash.
One of the biggest mistakes in crypto is assuming that token holders and users are the same. They’re not.
🔹 Token holders care about price, staking yields, and liquidity.
🔹 Users care about the actual product and its utility.
Sometimes, they overlap - but designing tokenomics without understanding this distinction is a fatal mistake.
If your token only attracts speculators and not real users, your project is just a hype cycle waiting to crash.
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In the last 30 days, $190M was transferred from Solana to Ethereum, with $143M from Eth to Sol.
Similar pattern can be seen with Arbitrum, BNB, Base, and others: more value is leaving Solana than entering.
Is the industry healing?
Source
Similar pattern can be seen with Arbitrum, BNB, Base, and others: more value is leaving Solana than entering.
Is the industry healing?
Source
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Why your token economy might be a house of cards🃏
Most tokens don’t play a meaningful role in the ecosystem, they’re just fundraising tools disguised as utility.
This leads to a major issue: projects acquire token holders, not real users.
👉The result? A fragile economy where people stay only for staking APY, airdrops, or speculative gains.
When the hype fades, they leave. And if you never built real demand for your product, there’s nothing left but a worthless token.
Full article
Most tokens don’t play a meaningful role in the ecosystem, they’re just fundraising tools disguised as utility.
This leads to a major issue: projects acquire token holders, not real users.
👉The result? A fragile economy where people stay only for staking APY, airdrops, or speculative gains.
When the hype fades, they leave. And if you never built real demand for your product, there’s nothing left but a worthless token.
Full article
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A token with strong governance power or exclusive community access may have value far beyond its price tag.
How do we measure real value beyond just market cap?💼
Imagine a token, $ABC, that reduces transaction fees from 10% to 7%.
🔹 10 users each make $100,000 transactions
🔹 They pay $10,000 in fees normally
🔹 Holding 1 $ABC cuts fees to $7,000
If all 10 users buy $ABC, the total value = ($3,000 savings × 10 users) - token price.
If $ABC starts at $100, its perceived value might be $2,900 each.
📌But here’s the catch: exchanges move price up as tokens are bought. $100 → $500 → $1,000 → $1,500… until net value approaches zero.
So, even if market cap says $30,000, the real token value might only be $7,500.
Market cap ≠ value💰
This is why blindly trusting market cap can be misleading.
How do we measure real value beyond just market cap?💼
Imagine a token, $ABC, that reduces transaction fees from 10% to 7%.
🔹 10 users each make $100,000 transactions
🔹 They pay $10,000 in fees normally
🔹 Holding 1 $ABC cuts fees to $7,000
If all 10 users buy $ABC, the total value = ($3,000 savings × 10 users) - token price.
If $ABC starts at $100, its perceived value might be $2,900 each.
📌But here’s the catch: exchanges move price up as tokens are bought. $100 → $500 → $1,000 → $1,500… until net value approaches zero.
So, even if market cap says $30,000, the real token value might only be $7,500.
Market cap ≠ value💰
This is why blindly trusting market cap can be misleading.
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Join our X Space: Launchpads & IDOs 🚀
The IDO market is full of opportunities, but also risks. How do you spot the best projects early and avoid common pitfalls?
Let’s break it down with top experts in the space.
📅 Wednesday, Feb 26
🕒 12:00 PM UTC
Speakers:
@SingularityDAO
@decubate
@FinceptorApp
@ChainGPT_Pad
@CoinTerminalCom
🎙 Hosted by: @SimplicityWeb3
Don't miss out - mark your calendar and join us 👉
https://x.com/i/spaces/1vOGwXbOlvLJB
The IDO market is full of opportunities, but also risks. How do you spot the best projects early and avoid common pitfalls?
Let’s break it down with top experts in the space.
📅 Wednesday, Feb 26
🕒 12:00 PM UTC
Speakers:
@SingularityDAO
@decubate
@FinceptorApp
@ChainGPT_Pad
@CoinTerminalCom
🎙 Hosted by: @SimplicityWeb3
Don't miss out - mark your calendar and join us 👉
https://x.com/i/spaces/1vOGwXbOlvLJB
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Why network effects make or break a token economy
In traditional finance, a company’s valuation depends on its assets, revenue, and profits.
In Web3, a token’s value is largely dictated by network effects — the more people use a network, the more valuable it becomes.
📌 Bitcoin & Ethereum didn’t just succeed because of good tech. They built massive network effects that drove demand for their tokens.
A strong token economy must be designed to facilitate adoption and network growth, notably by ensuring that incentives between all users are aligned, and the whole ecosystem is greater than the sum of its parts. Otherwise, even a well-structured economy will struggle to gain traction.
In traditional finance, a company’s valuation depends on its assets, revenue, and profits.
In Web3, a token’s value is largely dictated by network effects — the more people use a network, the more valuable it becomes.
📌 Bitcoin & Ethereum didn’t just succeed because of good tech. They built massive network effects that drove demand for their tokens.
A strong token economy must be designed to facilitate adoption and network growth, notably by ensuring that incentives between all users are aligned, and the whole ecosystem is greater than the sum of its parts. Otherwise, even a well-structured economy will struggle to gain traction.
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Reminder: Our X Space is today🎙
Launchpads & IDOs: How to Spot Opportunities & Avoid Risks kicks off today at 12:00 PM UTC!
The IDO market is full of potential, but how do you separate promising projects from pitfalls? Join top experts as we break it down.
Speakers:
SingularityDAO
Decubate
Finceptor
ChainGPT
Coin Terminal
🎙 Hosted by: Simplicity Group
Don't miss out👉
https://x.com/i/spaces/1vOGwXbOlvLJB
Launchpads & IDOs: How to Spot Opportunities & Avoid Risks kicks off today at 12:00 PM UTC!
The IDO market is full of potential, but how do you separate promising projects from pitfalls? Join top experts as we break it down.
Speakers:
SingularityDAO
Decubate
Finceptor
ChainGPT
Coin Terminal
🎙 Hosted by: Simplicity Group
Don't miss out👉
https://x.com/i/spaces/1vOGwXbOlvLJB
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Simplicity Group Alpha
Reminder: Our X Space is today🎙 Launchpads & IDOs: How to Spot Opportunities & Avoid Risks kicks off today at 12:00 PM UTC! The IDO market is full of potential, but how do you separate promising projects from pitfalls? Join top experts as we break it down.…
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Can’t we just copy a successful project’s tokenomics and call it a day? No.
A token’s economy is shaped by:
🔸 Utility – what problem does it solve?
🔸 Revenue model – does the project generate income or rely on token sales?
🔸 Market strategy – retail-focused vs. institutional-driven adoption.
🔸 Ecosystem – integrations, partnerships, and demand drivers.
Example: Ethereum’s tokenomics wouldn’t work for most Layer 1s today. Yet $ETH remains dominant because its design reflects Ethereum’s unique needs.
A token’s economy is shaped by:
🔸 Utility – what problem does it solve?
🔸 Revenue model – does the project generate income or rely on token sales?
🔸 Market strategy – retail-focused vs. institutional-driven adoption.
🔸 Ecosystem – integrations, partnerships, and demand drivers.
Example: Ethereum’s tokenomics wouldn’t work for most Layer 1s today. Yet $ETH remains dominant because its design reflects Ethereum’s unique needs.
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