reminds me of a previous post i shared here,

i wish you not one penny over $299 million

also others:

onchain has a few runners rn, none of which are very compelling to me

reminds me of pre-icm when people were just looking for things to trade

i think you can afford to wait out for better onchain conditions instead

also trying to stick to more pve narratives instead of pvp by being patient

there is always money to be made of course

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bonkfun flipping pf in market share is pretty interesting

will have to see if it’s sustained

pf launching 4b, what does that mean for bonk and graphite?

still amazed by how bonkguy single handedly carried bonkfun

i think bonk running on revenue and comparison to pumpfun is net bearish mid term, as valuation moves from memetics to trackable metrics

in this case, i think most people would be tempted to buy freshpairs or picocaps from bonk eco hoping for a big runner (ie. random tokenized words off bonkguy's tweets)

whereas the play should be just slamming main bonk eco coins that fits the revenue bb&b or leading meme

that is if you want to participate in this narrative

LetsBONK Flips Pumpfun in 24H Revenue

Source: https://x.com/DegenerateNews/status/1942108461820526678

Strategy pauses bitcoin buying spree for first time in 3 months amid Q2 results: ‘Some weeks you just need to HODL,’ Saylor says - The Block

i do agree that regardless of how pump does it’s good for bonkfun valuation wise

if bonkfun is able to sustain its position (not just a one good weekend pop), the trade is bonkfun through its beneficiaries

if there is any form of black hole liquidity drain during tge, then i will be bidding more for a repricing - mostly interested in graphite rn

also, it seems that pf tge timing wise is somewhat public news now and everybody is frontrunning the blackhole by derisking or waiting for the liquidity drain to happen before bidding

what are the odds the sell off (blackhole) has already been done?