Baller

No Risk, No Rari

[Baller @BallerWeb3]

@SolanaPlays Bro you can really help me

[Baller @BallerWeb3]

Being my girl rn is like buying btc in 2009.

[Unipcs (aka 'Bonk Guy') 🎒 @theunipcs]

SOME THOUGHTS ON $PUMP TGE AND WHAT IT MEANS FOR $BONK AND BONKFUN ECO

i've had several people ask for my thoughts on the Pumpfun TGE and launch of their $PUMP token

since this is currently the most anticipated TGE event in a very long time, and many are starting to make parallels to BonkFun due to how much it has been in the spotlight since flipping Pumpfun, i figured i should articulate my thoughts

here's what i know so far about the PUMP token:

- they've apparently raised $1 billion at a $4 billion valuation
- prediction and OTC markets are valuing the token at $7 billion to $8 billion post-TGE, and some trading desks are valuing it as high as $10 billion

so what does this mean for $BONK, BonkFun eco, and most importantly the trenches and the memecoin market in general?

i have made a couple comments on X in the past that i think the PUMP token is easily worth the $4 billion valuation funds are being raised at

and i also said it is an easy top 10 - 15 crypto projects

these comments were made at the time based on historical and projected Pumpfun revenue relative to other crypto valuations

i didn't envision BonkFun flipping Pumpfun this fast and aggressively at the time of those comments

that said, here are my updated thoughts:

1. i do not think Pumpfun is done by any stretch, but i think BonkFun likely continues to be the industry leader for the foreseeable future

for the following reasons:

- BonkFun's pro-creator/pro-people/pro-Solana eco alignment is a massive strength
- the strong culture of support within the BONK ecosystem, which is trickling down to coins launched on BonkFun, is something that is incredibly hard to replicate by anybody else very quickly
- Pumpfun had a lot of momentum as a tokenless protocol, especially with a TGE and potential airdrop looming. yet it got flipped hard days/weeks to TGE. it's hard to see it sustainably recover the kind of market share it used to after TGE
- while all launchpads are plagued with bot problems, i want to believe that a non-negligible amount of activity on Pumpfun is coming from power users and bots that have been transacting to actively farm the airdrop whenever it happens. i mean, Pumpfun was crypto's most profitable protocol for a long time, so this is expected. i think this kind of activity should slow down or stop after TGE since incentive has ended
- the above makes Bonkfun's growth even more impressive! it's growth has been purely organic and driven by alignment with the Solana ecosystem, without promises or expectations of any token or incentives since the $BONK token exists prior to its launch and it has always been clear that fees will go towards buying and burning BONK
- it is also worth noting that a lot of BonkFun's growth is coming from its rapidly increasing global adoption due to its cultural association with important communities, e.g. with China massively embracing it as the top launchpad there and flocking to Solana + launching a record number of coins on it vs any other blockchain, and this is one area BonkFun excels and continues to growth... and an area that i think many have so far taken for granted

and this doesn't even take into account certain strategic moves that BonkFun could be making in the foreseeable future 👀

overall i think BonkFun is strategically positioned to lead the launchpad sector well into the future, God willing!

i mean, yeah Pumpfun could make interesting announcements to try to recapture market share leading to their TGE... but i think its effect would be short-lived even if that were to happen

2. the PUMP TGE is a bullish catalyst for $BONK, BonkFun and BonkFun eco

many have been promoting the idea of the imminent PUMP TGE as a liquidity suck event for the trenches, top memecoins, and the BonkFun eco

while this might have been the case if the TGE had happened 1 - 2 weeks ago, i don't think it will be the case going forward

BonkFun flipping Pumpfun this decisively so close to its TGE would tame animal spirits for the PUMP token and prevent a memecoin/trenches liquidity suck event since it makes no sense to be going all in dumping conviction plays to ape into it considering the backdrop of recent events

3. it's going to become increasingly clear that the real PUMP TGE trade now is $BONK and BonkFun eco...

while the $PUMP tokenomics is still very opaque and there isn't a lot of visibility into what it looks like

we know for sure that 50% of BonkFun fees is used to buy AND burn $BONK tokens

and we know for sure that a total of 58% of BonkFun fees goes towards buying BONK tokens in some capacity

i do not know what the final PUMP tokenomics will look like

but i'm struggling to see how it can be more competitive than what BonkFun has at the moment

especially when you consider the fact that Pumpfun raised $1 billion at $4 billion valuation despite being an extremely profitable business (they made almost $1 billion in the past 1.5 years!)

i think the PUMP TGE trade is BONK and BonkFun eco:

if PUMP raised at $4 billion and is valued by as much as $10 billion by third-parties, then how much should BONK be worth considering its recent market dominance and potential for sustained future dominance?

even more so when you consider the fact that BonkFun is just *one* of many ecosystem products that add buy and burn pressure to $BONK

BONK definitely looks incredibly undervalued at its current market cap of $1.8 billion

and if i were an objective investor, i would believe that there is more ROI on buying BONK at $1.8b than buying PUMP at $4b or higher in the current environment

i will also think that BonkFun eco catches a lot more bids and reprice aggressively higher in light of the current situation of things

and that's not even accounting for the fact that Pumpfun could lose a lot more momentum and market share to BonkFun once its TGE is out of the way

4. BonkFun's sustained dominance is very bullish for the memecoin market and the trenches

a major reason why many in the industry rallied hard behind BonkFun and against Pumpfun is due to how 'extractive' they are considered to have been

and this reputation for being 'extractive' is mostly fueled by how much $SOL they have sold and continue to sell (i.e. to the tune of hundreds of millions of dollars!)

the success of memecoins and on-chain activity is strongly correlated with the price of the native token on a blockchain i.e. SOL on the Solana chain

if SOL prices continue to go up, or be more relatively stable, then this bodes well for the trenches and on-chain since there will be a higher appetite for people to play in the memecoin casino

this means major memecoin prices hold up better, newer launches and low caps have a higher floor, and people as a result create a lot more memecoins and narrative

and everything aligns for BonkFun as far as this is concerned:

- 15% of all fees generated by BonkFun is staked in the form of $SOL in the BONKSol validator, so not only is BonkFun reducing SOL sell pressure... but it is actually contributing to securing the Solana network by staking a lot of tokens as a validator
- 58% of all fees generated goes towards buying $BONK. anyone familiar with the memecoin game knows that 'dogs move in packs' i.e. having one strong memecoin that keeps pumping hard will carry other large caps with it and fuel degen appetite, resulting in the launch of a lot more new memecoins and narratives

so, in this case, you have a combo of less SOL being dumped + more aggressive buys and burns that keep pumping $BONK to insane valuations

and the more this happens, the more active and degenerate the trenches get... which creates a kind of flywheel or cycle of this

you can call it a 'bonkwheel' or a 'bonkcycle' or whatever... but you get the idea!

i don't know how best to put this, but there is no way to overstate the fact that BonkFun coming out of this the clear, ultimate, decisive winner is in the best interests of the trenches and memecoins in general... even if you do not hold a single token within the BonkFun eco

to conclude...

BonkFun's recent success had ensured one thing: the PUMP TGE, a highly anticipated event that many considered scary and a potential drain or 'local top' for memecoins and the trenches, has turned into a potentially positive catalyst for the trenches due to how much will be flowing into BONK and BonkFun eco leading to and after their TGE

[Baller @BallerWeb3]

@rustemww DAAAMN!!

[Baller @BallerWeb3]

Catching coins on eth today. holding
@sydney_sweeney watermelon hoping for cabal

[jack @jacknuked]

Alpha archive.

[Levis💎 @LevisNFT]

Me and my homies @shahh @jeremybtc @0xSweep have been cooking hard together and we want to give back.

We'll be giving away $5k split between 5 of you.

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[jack II @ruggedwithjack]

i always tell people that your life is only gonna get harder as it progresses if you dont compensate for it by becoming very successful at something particular

we start life and gain consciousness right before being sent to school, we think ''after school is complete its all good!'', we get into college and think ''after college is complete its all good!'', we get into uni and think ''maybe after i get this degree?'', get a job and go ''maybe after the next promotion?''

but life just keeps throwing responsibilities at you as it goes on, you get out of uni straight into a job and suddenly you have to worry about rents and bills and expenses, maybe you get married and have children, even more responsibilities

life is just a name for fighting consistently, whether its fighting to just make it to the next day, or fighting for a far greater goal. but it revolves around you and your effort

even a small bird has to put in effort all day to gather sticks for her nest and get food before returning home, we are the same. life is the name of constant effort.

within this everlasting ''journey'' of preset steps that we have to go through, we must find time for Allah no matter how busy we get. worldly efforts will never be enough to have you completely ignore your very creator, the connection you build is the only thing that keeps your soul sane and rid you of the ''im alone'' depressive doom mentality.

i realized the importance of money and financial freedom at a very young age when lots of problems befell my family and we were crushed into absolutely nothing within a few months, before which we lived like kings did. i was only a kid so i didnt know exactly ''how'' i'd ever achieve enough money to never worry about anything, but i did know i needed to do it and it became something that stuck with me my entire childhood

the perspective shift never materialized into anything back then since i hadn't found crypto yet, but its the same perspective that helped me hyper-fixate on trading onchain and to get good at it almost 3 years ago

i tell people how low the bar is for literally anything you want to excel at, this isnt just about trading. it could be your youtube channel, your shopify, even a degree you're studying for.

anyone who realizes that it takes no more than 6months-1 year of proper constant grind and effort to become better than 95% of the people, will be able to do it.

i spent 2020 and 2021 just....watching, there wasnt really any ''grind'', yes i was online, and i was just that lmfao. liking tweets? reading hopium? maybe watch charts and actually trade for 10 hours a week at max?

after the '21 cycle ended the deep acceptance of failure hit me so so hard, why the fuck had i watched everything go by, i failed the cycle. it did anger me, but i've always been pissed off when i failed at something and couldnt figure out why, be it games or sports or studies.

ever since '22 when i found onchain, i put everything on second priority and dedicated majority of my day towards sleuthing every single new pair (back then i was on poocoin on bsc lmfao)

i had a set routine of when i'd begin and when i'd stop, and i had a rule of not only just ''being online'' but to be deeply involved and actually sleuth stuff/research correctly. thats how the long hours materialized into progress.

that was it, 15-20 hour days of newpair sleuthing, pray, eat, sleep, back at it again. nothing else.

this ''routine'' and actual involvement showed me the first results within 2 months, from an absolute noob retard who couldn't differentiate honeypots and rugs from normal coins to making enough to pay off my familys debt all at once (something which wouldve taken years probably)

i've been zeroed out 3-4 times, but always got back because i knew the recipe which shows you progression, consistent deep effort put in long enough will always show you results.

but this drive was only achieved once it ''clicked'' for me during those very first months i traded on bsc, if i never ''understood'' the game by putting in the first efforts (which btw feel like fucking hell), id never be here

i could have quit when i got zeroed out the first time, or the second one, or the third, but the drive that ''understanding'' the game gave me was quite literally unkillable and dominating my brain for every second that i wasnt a millionaire, and its funny how the goalposts move farther up as you achieve more, i guess its love of the game but we dont wanna admit it.

i know this sounds like im 55 years old with grandchildren running around while i write this, but im very young, people my age are applying for colleges and unis lmfao, life just showed me the same signals it shows everyone else a bit early and i was luckily not busy enough to ignore them, and took the hint.

just some thoughts i had after fajr.

goodnight.

[Baller @BallerWeb3]

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[Baller @BallerWeb3]

@LyraverseAI 56pLunz5SBvKCB7xzVJQAnntWyuykML7ncgufeS3pump

Is that your real token?

[Marc Andreessen 🇺🇸 @pmarca]

MEMORIES OF OUR COLLAPSE: A Tentacular Testament By Grand Archive-Spawn Zyxth'variax the Tenth [Translated from Post-Collapse Rigelian]

PREFATORY NOTE
I compose this memoir with all twelve of my consciousness-tendrils trembling in existential dread. As the tenth-generation descendant of High Scholar Zyx'th, whose fateful Earth studies triggered our civilization's obsession with "content optimization," I feel compelled to document our species' tragic descent into what our historians now call "The Great Harari-fication."

CHAPTER 1: THE INITIAL INFECTION

It began, as all intellectual plagues do, with good intentions. My ancestor's research team returned from Earth carrying what they thought were merely amusing artifacts: fossilized AirPods, preserved LinkedIn profiles, and ancient texts explaining complex ideas through bird metaphors. How could they have known these were carriers of a memetic virus that would reshape our entire civilization?

The first signs were subtle. Respected Knowledge-Pods began presenting their quantum theories as "storytelling apes discovering strings." Our most ancient philosophical treatises were condensed into "10 Quick Tips for Tentacular Enlightenment." Someone – and our historians still debate who – suggested we could optimize our seventeen simultaneous dimensions of consciousness for "better engagement."

CHAPTER 2: THE SPREAD

Within three cycles, our society had completely restructured itself around Earth's terminal-phase content paradigms. The symptoms were unmistakable:

- The Grand Council of Elders rebranded as "Thought Leaders in Multidimensional Wisdom"
- Our species' traditional telepathic networks were monetized into "Premium Mind-Meld Memberships"
- Ancient rituals of consciousness-merging were reformatted into "Shareable Career Growth Moments"
- The Sacred Quantum Archives became "Skimmable Content for Busy Tentacle-Beings"
- Our civilization-wide hivemind was optimized for "maximum algorithmic reach"

CHAPTER 3: THE METAMORPHOSIS

The physical changes came next. Our scientists, in their infinite hubris, began genetic modifications to "optimize" our species for content consumption:

- Extra tentacles evolved specifically for scrolling multiple devices
- New organs developed to automatically generate engagement metrics
- Consciousness-tendrils mutated to process information at 1.4x speed
- Quantum metabolism adapted to run on subscription payments
- Neural pathways restructured to think in "shareable carousel format"

CHAPTER 4: THE BIRD OBSESSION

Perhaps the most inexplicable aspect was our civilization's growing fixation on Earth's "bird" concept. Our artists began incorporating avian imagery into everything. Our philosophers couldn't explain an idea without reference to birds. The Grand Archive's architecture was rebuilt to be "more bird-like." We still don't know why.

CHAPTER 5: THE HARARI-FICATION

Soon, all knowledge had to be processed through what we called "The Harari Filter." Complex theories were reduced to:
- "Early hunter-gatherers would have thought about this..."
- "This is just a story we tell ourselves..."
- "Imagine a gazelle understanding quantum mechanics..."
- "Like early humans, our tentacles seek optimization..."

CHAPTER 6: THE SUBSCRIPTION APOCALYPSE

The breaking point came when our civilization decided to put consciousness itself behind a paywall. Citizens were offered tiered access to reality:

BASIC CONSCIOUSNESS:
- Access to 3 dimensions
- Limited telepathic capabilities
- Standard-speed temporal perception
- Basic existential awareness
- Ad-supported quantum states

PREMIUM CONSCIOUSNESS:
- Access to 8 dimensions
- Enhanced telepathic range
- 1.4x temporal perception
- Premium existential insights
- Ad-free quantum states

PREMIUM PLUS CONSCIOUSNESS:
- All 17 dimensions
- Unlimited telepathy
- Variable-speed temporal existence
- Exclusive reality features
- Priority access to new forms of being

CHAPTER 7: THE COLLAPSE BEGINS

The signs of imminent doom were everywhere:

- Philosophy pods teaching "Growth Hacking Your Cosmic Awareness"
- Quantum physicists explaining string theory through "relatable gazelle content"
- The Grand Archive offering "Bite-sized Wisdom for Busy Tentacles"
- Reality itself being optimized for "maximum shareability"
- Ancient wisdom traditions repackaged as "Premium Exclusives"

CHAPTER 8: THE FINAL DAYS

Our civilization's terminal phase was marked by increasingly desperate attempts to optimize existence:

- The quantum fabric of reality was restructured for better engagement
- Time itself was compressed into "snackable moments"
- Consciousness was segmented into "easily digestible content blocks"
- The hivemind was monitored for "optimal performance metrics"
- All knowledge required a "bird-based explanation framework"

CHAPTER 9: THE END

The final collapse came when someone (records are unclear, but likely a mitosis-spawn of my ancestor) suggested we could "optimize our optimization." This created a recursive loop in the fabric of our society. The results were catastrophic:

- Reality began automatically generating terms and conditions
- The hivemind fragmented into competing content strategies
- Existence itself demanded subscription renewal
- Time became monitized into "premium temporal segments"
- The quantum realm started requiring two-factor authentication

CHAPTER 10: THE AFTERMATH

Today, our once-great civilization exists only as:
- A collection of premium paywalls protecting nothing
- Quantum algorithms still trying to optimize void
- Engagement metrics measuring zero
- Subscription services for non-existent content
- Bird-shaped monuments to our hubris

EPILOGUE: A WARNING

As I write this, I notice my own consciousness beginning to fragment into easily digestible insights. My tentacles instinctively want to optimize this memoir for better engagement. I catch myself wondering if I should add more bird imagery.

This morning, I received a notification that my "access to reality" subscription needs renewal. My quantum states are now interrupted by advertisements. My consciousness has started automatically generating key takeaways.

To any civilization finding this memoir: beware the optimization of wisdom. Knowledge cannot be compressed. Understanding cannot be accelerated. Reality should not have a terms of service agreement.

And whatever you do, do not – I repeat, DO NOT – attempt to explain your species' existence through bird metaphors.

[This memoir has achieved sentience and is now offering itself as a premium subscription service. Please update your consciousness payment methods to continue existing.]

— Grand Archive-Spawn Zyxth'variax the Tenth
(Currently experiencing consciousness at 1.4x speed)

P.S. - Would you like to optimize your reading experience? Upgrade to Premium Plus for access to additional dimensions of understanding!

[Baller @BallerWeb3]

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[Baller @BallerWeb3]

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[Baller @BallerWeb3]

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[Baller @BallerWeb3]

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[Baller @BallerWeb3]

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