Been in a deep investment rabbit hole all weekend. My research can be summarised in 2 points.
1. There is A LOT of garbage tokens out there. Like absolutely worthless. Many that I thought were good.
2. There are a few out there that should be a minimum of 20x higher than what they are.
@Quanterty It’s crazy that in terms of the token, solana:85VBFQZC9TZkfaptBWjvUw7YbZjy52A6mjtPGjstQAmQ got brought back from the dead by Sunrise. I don’t think it’s entirely unreasonable now to see it run to ATH. If you said to me even 3 months ago, I would’ve slapped you 😂
Looking a lot more into alternative L1's that might benefit from the tokenisation trade.
sui:native looks very undervalued here given its fundamentals. Any specific reason why it is -80% from ATH?
This is why pump will never be topped. The capital they have and the product set they have just means any new trend they can pivot to and take over market share.
Complain all you want, and they undoubtedly have a negative influences and have taken for the ecosystem as well as given, but as a revenue machine they are undeniably excellent
Recently, we introduced Custom Pairs, allowing you to launch coins paired with tokenized stocks, whitelisted coins, etc.
Now, you can pair new tokens with ANY coin that was launched on pump fun
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This is why pump will never be topped. The capital they have and the product set they have just means any new trend they can pivot to and take over market share.
Complain all you want, and they undoubtedly have a negative influences and have taken for the ecosystem as well as given, but as a revenue machine they are undeniably excellent
The Underwater Hook is live.
Bought the top? The fees go to you.
Every 5 minutes, the pot is paid in SOL to the holders who are down, by how far down they are, until they're back to even.
Nobody underwater? The pot keeps building for whoever is next.
I first called solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE on September 30th, at a $600k market cap.
Since then, the platform has continued expanding its feature set, turning into potentially the most undervalued token on Solana.
- Loans against tokens, without liquidations
- Lock & Earn with trading-fee rewards
- Buyer rewards
- Social Trading Wars
- King of the Hill
- Custom, editable and DAO-controlled hooks
- The ability to combine multiple token rules
- New trading restrictions and anti-dump mechanisms
- Expanded to 44 programmable rules.
- Paired tokens.
- Idea submission page
The part I find most exciting is that fee-generating trading activity across all these products feeds back into solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE buybacks and burns.
Part of why we have seen launchpads die in the past is their inability to generate revenue when the new token fever dies down.
It is my belief that solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE has made significant moves to protect this situation.
The team at @Hoookedpad just continues to build. My belief is that on this pace, this is a 9-figure asset lurking at a $9m market cap.
@Okada_DeFi0x@LaunchOnSF Bullish, however, it needs to follow the model of pump and start incorporating more sources of revenue to combat lower volume days.
At the moment, price action is very dependent on the memecoin market that day. Pump is less reliant on that with pumpswap, lp's, terminals etc
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx had its lowest revenue for 6 weeks at $256k. Understandable for a business based on revenue, that when their revenue goes down so does their price.
HOWEVER
If they had a full year with this daily revenue, they would have made $93.4m in annual revenue. With a market cap of $140m. And 60% buybacks. solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx isn't going away anytime soon with these numbers.
Would not be surprised if solana:METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL starts making big moves to the upside here.
- Exceptionally ran company and wonderful product set
- 10% of supply staked. Currently 24% APY in USDC.
- Capturing liquidity from tokenisation and memecoins
- DLMM Pro incoming
- $62m in revenue in the last 30 days
Furthermore, it is still 60% from ATH.
Definitely one to watch as the tokenisation trend continues to accelerate
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