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The atmosphere of the CT inspired me a meme
MEME0.46%
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Pov: You thought the market had a horoscope to follow
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Almost 13M in rewards distributed by Pumpfun to creators this week after the announcement of the Ascend project.
I'm not sure everyone realizes that it changes everything, it now means that projects:
- Can max out their token boost
- Pay for marketing
- Listings
- A team
- Artworks
And that's not all! They can also:
- Buyback & Burn
- Redistribute to holders
- Reinvest in the token
- Create flywheels
It is often thought that traders are the PMF of Pumpfun, except that the cornerstone is really the creators.
And Pumpfun has just done what Youtube did in 2007: Pay its creators as much as
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TOKEN0.22%
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We may not realize the craziness of the USDM announcement from @megaeth_labs.
Since it's backed by BUIDL, it means a yield of 4% per year on the ENTIRE TVL!
I compared the annual revenue that MegaETH would generate if it had the TVL of Ethereum, Solana, or Base, against other L1/L2.
In my opinion, what they're doing is super smart as usual, a new way to create revenue with user onboarding.
LA1.31%
ETH0.24%
SOL2.18%
L1-2.96%
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Well yes, we are going to do that, yeah yeah.
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I am starting to chain 7a+
My climbing level is clearly inversely proportional to market euphoria.
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ULTRA hot take, as I said live:
This Hyperliquid proposal on USDH is very bullish on buybacks... BUT...
The fact that they are not doing it themselves by hiring an additional team shows that they do not have the growth ambitions that everyone expects of them.
The Hyperliquid team is goat-like for refusing so much money, while keeping a small team; this also means that they don't have the means to achieve their ambitions, and they don't seem to want them.
It is visible through the HyperEVM which does not have the scalability it deserves ( it is stated in the doc that the reasons are bud
UOS-1.79%
DIS-0.5%
LIVE5.94%
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If you're in Pumpfun pivot to Pumpswap
IN-6.35%
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I just copied the chart of $ETH on $EIGEN mdrrrr imagine
no I'm joking
but still imagine
LA1.31%
ETH0.24%
EIGEN0.38%
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$ENA I feel like it's such an obvious bet that everyone thinks it's too late when in fact it might not be.
I don't know if it's clear
ENA3.01%
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90% of my TL from CT US is talking about Tempo and the impact it could have on the ecosystem.
But I haven't seen anyone talking about it in the CT FR, however when it comes to opening Pokémon or Footballer boosters, the CT FR is there lol
MA-1.17%
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My biggest beliefs at the moment:
$HYPE
$ENA
$PUMP
$FLUID
$AERO
$MORPHO
Millions of tokens, 6 are more than enough for me.
HYPE4.51%
ENA3.01%
PUMP4.05%
FLUID-2.06%
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Since the bottom of $PUMP and the peak of FUD, Pumpfun has:
- Took over the entire Launchpad market
- Recovering its 2M in revenue ()
- New vertical acquisitions/app development (Kolscan, Bubblemaps..)
- Glass Full Foundation ( redemption of tokens from the ecosystem, well we have no more news lol )
- Give more income and power to creators, thus more ability to make themselves heard.
- Develop the streaming side enormously
- And the airdrop hasn't even arrived yet.
Maybe I'm crazy, we don't know, but I have a vision of what Pumpfun wants to develop, and I think it's crazy.
PUMP4.05%
APP0.76%
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In your opinion, what are my 2 biggest bags?
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Why has no one ever talked about this before?
The adoption of TGC cards is so clear, it's not a one shot, it's a real market that is developing.
Together @phygitals and @Collector_Crypt generate 1M in revenue per week!
For an app, it's excellent, curious to see it develop.
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But what a surprise
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"Pumpfun is dead"
People lie, but data doesn't, so let's take a look:
Do you remember the summer of 2024? When the markets were doing nothing and memecoins were exploding in all directions?
Look where we are today compared to that moment:
Active Trader: 4x more
Total market cap: 5x more
Bonding curve volume: 2x more
Revenue: +30%
Some think that Pumpfun is dead because we've heard so much about it during the launch of $TRUMP, that even at these activity levels it seems deserted, yet it is not, it is so much higher than before Trump.
The reality is that the adoption trend is clear,
LA1.31%
CRV-0.59%
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Am I the only calm one about cryptocurrencies?
Really, when you look at Total3, it really wants to send hard; I feel like it's just a matter of patience.
And it would be funny if we pump in September while everyone was saying the opposite, right?
SEND-4.64%
FORT0.65%
PUMP4.05%
INV-1.28%
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I am downcast, Tom Lee is telling everyone in 4k that the last time $ETH ranged it did x54, so this time it will do x54 as well.
So here we are.
LA1.31%
ETH0.24%
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. @ethena_labs is soon to achieve 1B in annual revenue, which is almost as much as Hyperliquid!
Except that none of these revenues are directed towards the holders... For now!
A fee switch has already been discussed to redirect revenues to the $ENA stakers, but for that, we need 5 conditions:
1. USDe supply > 6b ✅
We blew up the target, we are at double.
2. Cumulative revenue > 250M ✅
Similarly, we exploded the target at 400M
3. Reserve fund > 41M ✅
We're over 65M easy peasy
4. APY sUSDe > sUSDs ❌
It will be the case very soon! Just a little more euphoria in the markets and it will be done
ENA3.01%
HYPE4.51%
CELA-0.03%
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