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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.
Ashwath
village idiot @Delphi_Digital | Tweets and opinions are my own
Ashwath kirjasi uudelleen
It was always likely that ICO participants that were looking for a quick flip on $PUMP post-TGE would likely be caught off guard. It seems to me that these participants have experienced significant churn within the first week of the token launch, and have capitulated to longer term buyers.
- 30% of the $500M sold onchain (~$150M in flow)
- 50% of the $500M transferred to diff wallets (~$250M in flow, out of which it is highly probable that most of this has hit the orderbooks)
In addition to this, it seems like some of the large institutional participants have also sold a large chunk of their position between 5B and 6.5B - I have no proof, but it seems like Polychain. Polychain not being in a token, is good for the token.
Fund 1:
Fund 2:
A lot of the ICO overhang seems to have passed us sooner rather than later, post-TGE jitters seem to have speedrun over the last week, and we have longer term participants in the token, who are willing to bet on the *future* of PUMP, not the past.
As they scale up their expansion efforts (you cannot expect them to announce everything in a week), and the market gets used to more consistent buybacks (25% of daily fees), we can expect price to start reflecting a more optimistic growth outlook than it did in the first week of trading.
$PUMP
8,04K
The fellas at Brahma have consistently been the most product and user focused builders i've interacted with in crypto
Huge W, and excited to see them get a step closer to their vision of building the go-to interface for the onchain world
18.7. klo 21.04
Crypto unlocked programmable capital. TradFi still owns the payment rails.
Brahma is changing that, building the backbone for Internet Finance.
Credit cards are just the first step.
First in action:
Comment "SWYPE" | Access codes DM'd at random.
Brahma connects onchain logic to offchain spending.
Seamless, secure, and accepted at 100M+ merchants.
2,23K
The “everything app” is a key missing piece to simplifying crypto user journeys and onboarding
But imo to maximize for success and reach, it can’t be tied to a specific ecosystem and needs to be chain agnostic/multi chain
17.7. klo 11.55
It’s one wallet with:
- Mini apps
- Social media
- Shopify integration (including brick-and-mortar)
- $USDC yield
- Creating and monetizing games (@RemixGG_)
- Prediction markets
- Natural language trading via @bankrbot $BNKR
- P2P payments
- Encrypted chat
3,68K
In a similar vein, study Indian VCs shunning crypto en masse in the aftermath of FTX (2023)
Study the dawn of regulatory clarity, crypto M&A from trad firms, and widespread acceptance that this tech is critical to future system rebuilding (2024/25)
Study not being a follower
17.7. klo 15.00
Most Indian VCs only want to invest in consumer companies that cater to the top 10-15% of the population or SaaS businesses
And then they wonder why we are failing to keep up in frontier industries
696
Most Indian VCs only want to invest in consumer companies that cater to the top 10-15% of the population or SaaS businesses
And then they wonder why we are failing to keep up in frontier industries
16.7. klo 16.37
A robotics founder struggles to raise in India but 10 beauty / protein powder /etc brands get funded in the meantime — ground reality. Like it or not.
Hoping this changes sooner than later. 🤞
1,39K
Fun tweet, but friendly reminder:
- Liquidity network effects are real and directly impact UX
- Issuance of assets people want to trade/use is real
- User mindshare and app developer mindshare are real
- Studying what users want and taking their feedback seriously is real
16.7. klo 07.24
I would like to announce that I am leaving Cosmos.
Every investor in the world has told me Cosmos is cursed. Only now do I understand why. Somehow, as soon as I said “Cosmos,” I was poor, instantly, and all my money had been transferred to a group of validators.
When I was in Ethereum and Solana, I was rolling in money. Users were dime a dozen, all I had to do was deploy a website and discord, and my application had instant PMF. Every shitcoin I launched went to $1bn+, without any effort.
In Cosmos, I have to do work, and it sucks. Obviously, I am brilliant - but the fact that the ecosystem does not recognize it and reward me is ridiculous.
It’s clear that all the users are on Solana. By that, I mean they reside, permanently inside the chain. They have no capability of using my app on Cosmos, even though it’s hosted on a normal website like all the Solana apps. By being on Solana, the users have suddenly noticed me, and I am successful. Because that’s how users work - they only care where you build something, not how good it is.
I would like you to please like and retweet this, because I haven’t gotten any attention in this ecosystem, and moving ecosystems is going to solve all my problems. Please notice me, because I will now be very successful once I’ve left Cosmos.
Good luck to all the builders still hanging around, I know you’ll be coming with me to the promiseland - Solana - very soon.
Mag
5,68K
Hyperliquid and Pump are two onchain products that probably have the deepest distribution, so they don’t really need incentives
The point of incentives is to drive user acquisition and deepen distribution
Most generic incentive programs fail to really achieve this objective long term, because the incentives act as a cushion for a subpar product or UX i.e. the experience without incentives is simply not good enough to warrant the markets attention
Products that struggle to find distribution organically should 100% still be thinking about incentives, but it’s not as simple as just slapping on volume/liquidity incentives and hoping it sticks long term
Projects need to put more soul in their marketing/awareness and product design to build something where incentive driven user acquisition can drive meaningful retention
1,67K
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