Ansem 🐂🀄️ @blknoiz06

pump has paid out -~500M in creator rewards to users of the platform, about 140M in Q3 of this year, this is direct cash to users theyve also spent ~450M of their revenue on buying back + burning the token this is nearly 1B in value given back to their ecosystem this is all onchain, the coin is mispriced because the discourse is dominated by people not actually using the app

@ashrobin stonk & pons are a different trade, neither was making 1M/day during a bear market with the lowest crypto activity in years, & neither has 2B in cash, while having equal amount of creator fees paid out as total revenue over past ~6 months, pump is proven to be durable

this coin is mispriced by a factor of about 20x https://t.co/IdR5aLBhma

we are entering the singularity, dollars are going to be worthless as they are all printed+invested in the pursuit of achieving agi in the bull case where agi happens, holding bonds instead of assets will be very expensive when the largest companies dramatically increase their revenues in the bear case where agi does not happen & we get hyperinflation, you will need to be much more incentivized to be holding dollars therefore it makes sense why there must be a higher yield to hold debt instead & also why bitcoin is going to $1M per coin, the market is pricing in the probability of the doom loop or the probability of achieving a sentient ai god at the same time

dont think ppl realize how insane this is https://t.co/02gureMRcS

RT @MoneyPrinter0x: it really is a bull market

the denominator is worthless, up only https://t.co/cYqDY2Ehha

@tulipking @ceterispar1bus i just dont think its a great bet to make because you're essentially assuming that all institutional capital that enters crypto and wants to bet on its future success will only buy bitcoin and zec + invest in apps at lower valuations that reality just seems extremely unlikely

@_imagyn idk but its truly a talent

RT @lbexplorer: In the last 48 hours, $PUMP have bought back 398M tokens at an average price of 0.0041.…

actually believe that the meme:meme pairings are going to be some of the most aggressive catalysts for rerating pump coins, there are so many coins that launch daily, & the serial deployers are usually same cohort of long term holders of pump coins volume will add buyside demand https://t.co/aYdWD1SWM2

RT @a1lon9: pumpfun currently has: - the lowest post-bonding platform fees out of any relevant launchpad - 0% fee social trading app (with…

how are you defining "moneyness" tho? people barely use btc as money but its still seen as the main SoV stablecoins & other assets coming onchain and total value+activity increasing is an objectively good thing for the underlying L1 i just dont think valuing L1 tokens on revenues correctly captures their growth, i dont like eth because it is very clearly not growing, but sol is growing very fast if you are betting on there being 1000+ pumpfuns in the future, then the discussion around value accrual for sol as a token becomes much easier, but until that happens the focus should be entirely on growth and nothing else, which is why ppl still buy sol at current prices even tho it would be priced absurdly differently if it was just a tech stock - it is not that

@infinitybanyan the dev ported project to ethereum and built a launchpad that also coordinates ai agents to complete tasks the imd nfts let u own an agent of protocol the token is burned w/ portion of all activity uses uni v4 hooks & is one of only new innovative projects on eth mainnet atm

@tulipking @ceterispar1bus you cannot size into the solana ecosystem tokens the same way you can size into solana and it does not capture the thesis of being bullish on sol as a whole ppl view sol & eth as money the same way ppl view btc & eth, there's no objective measure for determining what is a SoV

nobody is bullish enough https://t.co/HodVit6IzM

RT @tradingbubblesz: I remember when $SOL was around $74 and now it’s at $121 🤯 So far, there is not one call I’ve personally witnessed @bl…

THE MATURATION OF CRYPTO AS AN INDUSTRY IS NOT YET PRICED IN THERE ARE REAL BUSINESSES AT THE FOREFRONT OF A WEALTH TRANSFER OF TRILLIONS OF DOLLARS FROM ANTIQUATED TRADFI SYSTEMS ONTO BLOCKCHAINS https://t.co/JFVX4gCzqe

i’ve always liked SOL, but this cycle could broaden the opportunity beyond just holding SOL SOL had huge runs across multiple cycles while a lot of the surrounding DeFi and infra trades struggled to capture the same upside now more users and capital are moving onchain, and the ecosystem has had years to mature that makes the broader Solana ecosystem a lot more interesting to me this time around

i highlighted Meta last week and the thesis is starting to get more interesting their AI spend is beginning to show up across the actual business, especially ads, while the consumer side keeps expanding with products like Meta AI the market has spent a lot of time focused on who owns the best model distribution, monetization and the ability to ship AI directly to billions of users matter just as much Meta is one of the names i’m watching closely here

RT @Kaiz_294: Market Bubble ep.21: full conversation with @rasmr_eth Front-running the next rotation, social apps, Stonk, HYPE, Zcash, Pu…

Ethena gets a lot more interesting when crypto leverage starts heating up USDe is built around delta-neutral hedging, with short derivatives positions helping offset exposure to its backing assets when traders aggressively bid longs and funding turns positive, those short positions can generate additional yield that makes Ethena one of the protocols i’m watching as leverage and risk appetite come back into the market

RT @0xTraderSam: “Most liquid allocators are meaningfully undersized to Ethena when considering the scale of the opportunity” —— The way…

THEY DIDNT BELIEVE https://t.co/0Bvl2Q1Imy https://t.co/UVexIVHVgy