Forwarded from Modo Capital
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
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
🤝2👍1
Forwarded from Shoal Research Hub
LetsBONK Flips Pumpfun in 24H Revenue
Source: https://x.com/DegenerateNews/status/1942108461820526678
Source: https://x.com/DegenerateNews/status/1942108461820526678
Forwarded from One Crypto Feed with Avalanche
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
😁2
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
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?
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
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
👍9
if the market tanks while the tge happens then its a different story of course
thats no blackhole its just market ebb and flow
thats no blackhole its just market ebb and flow
👍2
small chance pump tokenomics beats what bonkfun currently has
but on the offchance it does, then i will max bid pump
but on the offchance it does, then i will max bid pump
👍2
Forwarded from tradfi
*TRUMP SENDS LETTER TO JAPAN - 25% TARIFF
*TRUMP SENDS LETTER TO KOREA - 25% TARIFF
*TRUMP SENDS LETTER TO KOREA - 25% TARIFF
Forwarded from Hyperliquid Announcements
Etherscan released a HyperEVM explorer: https://hyperevmscan.io/
https://x.com/etherscan/status/1942186694977192179
https://x.com/etherscan/status/1942186694977192179
Crypto Mumbles
small chance pump tokenomics beats what bonkfun currently has but on the offchance it does, then i will max bid pump
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
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