Trendaavat aiheet
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
Jon Charbonneau 🇺🇸
Co-founder @dba_crypto | Co-host @UCC2_xyz | 🦖 | Lower-case r researcher | A joke in the Ethereum inner circles
imo the more relevant numbers to look at are:
- adjusted MCAP <$30bn (circulating supply + team/foundation, ex emissions/incentives)
- annualized earnings around <$1bn
- P/E ~30x
- strong earnings quality + growth
similar conclusion, looks very good vs comps
18.7. klo 05.02
Sounds absurd to say and I cannot even believe i'm typing it but based on Hyperliquid massive revenue growth think it's still relatively cheap here at $45.
Trading around 10x P/S on a circ market cap and continues to smash expectations with all time highs in daily revenue.
Anyone selling an 8 fig position is absorbed in days by the assistance fund. Believe this is the best PMF we have ever seen in crypto to date.
Conservatively think this trades >$60 and max bull >$100.
Hyperliquid
$HYPE
30,1K
Tom Lee the best to ever do it
Hats off to the ETH bulls you earned it
17.7. klo 18.33
insane eth etf inflow
normalized by mcap this would be equivalent to ~$1b per day for btc
161,45K
very rough math, but if:
- SOL REV is ~2x pump's current fee run rate
- SOL REV is ~1/2 from a pumpfun or pumpswap trade
does that imply pump is at ~50/50 margins, & would ~2x revenue w/ its own chain?
exact split matters a lot here, curious if anyones run #s in more detail
12.7. klo 23.31
How successful has @pumpdotfun been for Solana?
Looking at just transaction fees on Solana, about 50-70% of transaction fees contain either a pumpfun or PumpSwap trade.
Not only has @pumpdotfun been the largest revenue-generating app on Solana in the past year, but it has also been a major driver of Solana's REV resurgence over the past 18 months.
The big jump in March was due to the release of PumpSwap, which saw bonded tokens graduate to PumpSwap rather than Raydium.
*This calculation excludes out-of-protocol tips such as Jito, which contribute about 50% to Solana's REV.
8,09K
shocked to see that the CT mob is bad at pricing assets
4.6.2025
truly hysterical how most crypto people will say they love free markets, then unironically call both of these "extraction":
1) building a product which users pay to use because they like it
2) raising money to further grow this highly profitable business via a public sale
3,71K
Core idea is treasury co should be worth >NAV bc it has ability to arbitrage its own stock trading +/- NAV
He also describes later why it’s “heads I win, tails I breakeven” for private investors but a bad buy for public investors
So mostly these just monetize uninformed retail
15.7. klo 21.51
Why $1 of Bitcoin held by a public company is worth more than $1
🎙️ Ben Forman of @paraficapital
50,19K
Johtavat
Rankkaus
Suosikit