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?

previous liquidity drains or blackhole phenomenon onchain happened when a runner is launched unexpectedly (trump, libra, and more)

1) catching most offguard
2) mercenary capital rotates to chase

if 1) does not happen, and 2) is already preparing liquidity to bid tge, then i expect its effects to be minimized or even become a non-event

if the market tanks while the tge happens then its a different story of course

thats no blackhole its just market ebb and flow

small chance pump tokenomics beats what bonkfun currently has

but on the offchance it does, then i will max bid pump

*TRUMP SENDS LETTER TO JAPAN - 25% TARIFF

*TRUMP SENDS LETTER TO KOREA - 25% TARIFF

i am the flywheel

Etherscan released a HyperEVM explorer: https://hyperevmscan.io/

https://x.com/etherscan/status/1942186694977192179

if anything, Tom does a good job with PR

https://fxtwitter.com/SolportTom/status/1942253005140545539

+

https://x.com/Gold_Cryptoz/status/1942260677458243951

another train of thought i've been seeing is to always counter trade ct consensus

current ct consensus seems to be that nobody wants to be bidding pf tge, esp w the initial fud during the first tge announcement, so it should be a max bid

and that pf will reclaim its throne eventually