In Web3
The best hack story is the one that never happens.
It’s a permissionless world: transactions can’t be reversed.
Make wallet safety your daily habit.
"If Alon gave you the keys to PumpFun TODAY, what would you do first"
1. Deliver the Airdrop
2. Incentivize deeper liquidity
3. Kill the copycat launches
https://t.co/1p5FqfWDh9
People aren’t just looking at the data because of the airdrop that wasn’t given to the community.
@Pumpfun domination would shock crypto.
It shows it’s not going away anytime soon
This is the mainstream tech we all been talking about.
And people aren’t seeing this.
Pumpfun is the only app in crypto that's maintained attention for YEARS which is rare. Opensea, nobody else could do it
People are mad because they promised the community a 24% airdrop and never delivered. They're just sitting on cash right now.
best case scenario is mstr premium collapses, they are no longer able to sell mstr shares for cash, they run out of runway in ~6 months, they are forced to sell btc to someone else at a steep discount to payoff existing debts, long term bitcoin bulls get discounted btc & mstr out of picture
thesis around buying bitcoin spot here is same as its always been
hardest form of money non-seizable by govts & transferable cross borders instantaneously w/ out hassle, not affected by persistent devaluation of dollars & long term store of value to preserve wealth
digital gold thesis took a hit in 2024/25 as gold outperformed during its first real rally since not making new all time highs since ~2011, believe that all it would take for confidence to return to this thesis would be momentum to the upside
agree w/ @_tolks on dxy strength & upwards movements in rates dragging down gold but we are near peak hawkishness as inflation should subside as strait of hormuz reopens & gives room for warsh+fed to cut instead of hiking, lots of people sitting on realized gains from ai stocks & will diversify into RE+Cash+long term SOV of which gold & bitcoin both fit into that LT portfolio, insti interest from people like Paul Tudor Jones still present even with current negative press of saylor situation
ive been very bearish btc because of saylor & didnt think 60k would hold at beginning of june but am reacting as buyers stepped in at key level, feels like we are currently pricing in the peak worst scenario of him having to sell as is evident by price action with mstr & strc, even if he does need to sell btc wont have to do so for ~6 months+
buying bitcoin here into beginning of Q3 is good trade setup at long term historical support converging with worst sentiment ive seen on the asset
Pumpfun launching KYC might be net positive for trenches.
Else grifters and scammers would never in anyway reduce on the platform.
KYC won’t eradicate the scams all but would help reduce it by large margin.
Pumpfun quietly deployed 5 new subdomains a couple weeks ago:
https://t.co/8jDkih9ORr
https://t.co/iA5OhB1F6L
https://t.co/JUEeb7hH3K
https://t.co/XRGvujhWAH
https://t.co/ODb1ikRHcl
The naming (auth, keys, refresh tokens + regional origins for EU and US) points to identity infrastructure.
Looks like KYC/AML is coming to the platform.