Flixas

Solana $solana #solana

[Graphite Protocol @GraphiteProto]

Buy backs for $GP has resumed.

There is now $300,000 in USD1 for backdated buy backs which will be deployed retroactively in a defensive capacity to help protect the token from further large sell pressure.

All new revenue will now be placed into a DCA via Jup that executes every 3 days.

From the last 3 days of revenue alone, we have already deployed $21,000 in USD1 into buybacks starting today.

All tokens acquired via revenue buy backs will be burnt as normal.

[Graphite Protocol @GraphiteProto]

Treasury & Buyback Update:

Over the last 30 days, the Graphite ecosystem has generated over $2.2M in revenue, continuing to grow market share and strengthen the platform. While automated buybacks are still being finalized following recent upgrades, the treasury has remained active. At current market levels, which we believe doesn't reflect the current reality of the business,

Recently the team has purchased 600,000 $GP OTC from whales who wanted out of the project at an average price of $0.32/$GP.

Today, Graphite holds approximately:

1. More liquid cash than current circulating marketcap which can be used to fuel growth and make sure we can survive for years to come.

2. Millions more in GP tokens accumulated via buybacks

3. A rapidly growing revenue base driven by platform adoption

Our priority remains long-term value creation: reinvesting profits intelligently, strengthening the treasury, increasing GP ownership of the ecosystem, and continuing buybacks as systems finalize.

We are encouraged by the platform's performance and believe current market does not reflect the fundamentals.

Updates on automated buybacks and treasury initiatives will be shared as the new systems go live.

— Graphite Protocol Team

[Flixas @Flixas]

@CryptoBoss1984 Stop lying

[Flixas @Flixas]

@sol_nxxn No breakpoint, seeker and miss your mentioned pfp. 7/10

[Kirk @KirkThoreau]

99% of CT don't understand how undervalued $GP is

$GP is the $PUMP of bonk eco

$PUMP is sitting at $1.3BILLION!
$GP is sitting at $20m

Doesn't matter if you're bidding now or higher. This is insanely free even 5x from here. Zero KOLs shilling this right now.

[Flixas @Flixas]

@MMSniperSol @Pumpfun @GraphiteProto Yes sir. Good points, loud and clear

[Malaton @MalatonKnows]

🚨 HERE IS THE ALPHA MOST PEOPLE WILL ONLY UNDERSTAND AFTER IT 10Xs - Thank me later 😉

Everyone crying about $pump should do the math.

@Pumpfun peaked around $8B valuation.

Now zoom out 👇

@GraphiteProto ( $GP ) is doing comparable revenue to PumpFun months ago… but trades at ~$18M market cap
with ~$20M sitting in treasury.

Yes, the market is valuing GP below its own cash.

That’s not “bearish”.
That’s a mispricing.

While #crypto sentiment is trash and timelines are screaming “scam”, the fundamentals are quietly screaming the opposite:

• Fees growing exponentially
• Real revenue (not “potential”)
• Aggressive buybacks to start in jan absorbing supply

This is distressed-credit type asymmetry hiding in plain sight.

Now the real catalyst people are sleeping on 👀

@worldlibertyfi just approved a vote to deploy $130M from treasury to accelerate USD1 stablecoin adoption.

Not all of that goes to memes, but a meaningful chunk absolutely will.

And guess where WLFI is already playing?

👉 BonkFun
👉 Actively buying coins
👉 In the trenches, not just tweeting

Here’s the part that matters:

Graphite owns ~40% of @bonkfun

That makes GP the single largest beneficiary of:
• USD1 adoption
• The next BonkFun cycle
• On-chain volume flowing back into SOL

This isn’t speculation, it’s mechanical.

Meanwhile…

PumpFun extracted massive value, sold into strength, and now faces US class-action lawsuits.

One model is peaking.
The other is compounding.

Pick your fighter.

Execution matters.

@SolportTom and team already control ~40% of GP supply.
The stated plan? Keep buying.

If revenues stay elevated + buybacks continue + sellers dry up…

Supply shock is INEVITABLE.

Context matters too:

GP traded ~$6.74 last summer.
Today it’s ~$0.53–0.54.

Same ecosystem.
More revenue.
Bigger treasury.
Stronger partners.

Do the math.

I’m extremely bullish.

I currently own ~1.5% of GP and I’m still accumulating.

This is the kind of asymmetric setup you see a few times per cycle, when everyone’s distracted, emotional, and focused on the wrong chart.

If the market wakes up to what’s already built, and what’s coming next, the repricing won’t be slow.

Not financial advice.
Just one finance bro pointing at an obvious imbalance. 😉

[Malaton @MalatonKnows]

🚨 This Valuation Gap Is Getting Absurd

@bonkfun is back to doing $150k–$250k DAILY in fees. Quietly. Consistently.

Now read this slowly 👇
• @GraphiteProto / $GP owns 40% of BonkFun
• ~8% of fees used for buybacks
• Major platform update coming
• #USD1 adoption accelerating w/ @worldlibertyfi support

And yet…

🟢 Graphite market cap: ~$12M
🟢 Treasury: $15M+ (yes, more than the MC)

Meanwhile…
🔴 @Pumpfun valuation: ~$1.7B

Same sector.
Same user base.
One priced for perfection, the other priced like it doesn’t exist.

This is what mispriced cash-flow optionality looks like before the market notices.

Charts come later.
Revenues reprice first.

CA: 31k88G5Mq7ptbRDf3AM13HAq6wRQHXHikR8hik7wPygk

[Kirk @KirkThoreau]

$GP might be the most undervalued token on SOL

With $PUMP doing nothing to save the trenches and $BONK gaining market share again after partnering with $WLFI, it's important to understand the potential of @GraphiteProto

Let's break it down. 🧵

[Dead Bit Nation @deadbitnation]

Some deadbits are avid cosplayers and dress up like their favorite superheroes.

This guy likes to RUN away from responsibilities, so...

'Barry' mask trait.

Join the Nation.

[Flixas @Flixas]

@deathmasx @JupiterExchange @humidifi smooth on $jup stakers allo and terrible on public

[Graphite Protocol @GraphiteProto]

It’s been awesome seeing people who previously left the project coming back. Since we keep getting questions like “what did I miss?”, here’s a quick rundown 👇

Emissions: now fully delta neutral and EV positive

A lot changed after many people left:

• We upgraded emissions so the staking contract can’t emit more than we buy. Period.
• That means 0 dilution for GP holders.
• If revenue goes crazy again, we can speedrun emissions and finish them very quickly while making sure that every dollar we emit has a marginal dollar being bought back.
This is the first truly dynamic emissions design we’ve seen live.

- Growing the protocol through distressed assets

We are actively:

• Hunting distressed assets that we know we can fix or level up.
• Using our resources and playbook to take over and plug them into our ecosystem.
• Adding more underlying value to the protocol, which means more value accrual for GP.

We have already submitted a proposal to acquire @AdrenaProtocol (perps DEX), and there are more targets lined up if this one does not go through.

- New communications team member:

We’ve brought on a new communications team member: @MilstGuga
You can ping or spam them for updates so the rest of the team can stay focused on building.

- @LiveBonk is back

@LiveBonk has been restarted with launches like:

@MysticDaoSol
@DabbaNetwork

These launches benefit holders through:

• Allocations
• Sometimes airdrops
• Additional revenue for the protocol

BONK Live is an ICM division we ran long before @bonkfun, with proof of history behind it, so this is not some new meta we are suddenly pivoting into.

Right now the $GP team is focused on what we do best: building.

Huge changes to @bonkfun are on the way. We are running it back, but this time with improved fundamentals at the token level and a more robust, value accruing structure for holders.

[Graphite Protocol @GraphiteProto]

Goals for the next months

More revenue, more buy backs, and more growth from acquiring cool tech and @bonkfun / @LiveBonk 🫡

[Flixas @Flixas]

@GraphiteProto @MilstGuga Welcome @MilstGuga
Thats a good move by $GP team

[Splin Teron @splinter0n]

fud about #1coin on @worldlibertyfi announcement day a few days ago.

i’ve been moving as a "kol" for 28 months.

during this time i’ve received ad offers, all kinds of formats. sometimes i got asked to write a “fud post”, usually coming from competitors.

their message was to hit weak spot at right moment or plant panic when a rival finds momentum.

i’m not only one, some of my frens got same offers, more than once.

so i can say with full confidence that a big part (almost all) of the negative posts about 1 coin was paid, meant to scare holders and push fear into anyone who thinks about buying bonk pairs later.

who did it?

think for yourself, it’s really not hard to guess...

funniest part is that all this fud is completely fake.

so always double-check info on your own...

i hope at least someone who got blinded by it will finally open their eyes.

[Graphite Protocol @GraphiteProto]

It’s time for $GP to change and go back to the start to rebuild.

We’re looking for top talent to join the Graphite team for the next chapter of our journey as Phase 2 of the WLFI kicks off and @LiveBonk begins to go live.

Your focus will be on helping us rebuild the token, the community, and become a core part of the team moving forward.

Note: This is a role within the Graphite company itself, not within any of the products operated by Graphite.

We’re currently hiring for the following positions:

1. Marketing Director / PR

2. Social Media Intern

3. Business Development

If you believe you can be an asset to the team, please reach out to @solportskg via DM.

We're looking for people with experience/proof of work only. 🫡

[Graphite Protocol @GraphiteProto]

We have placed a $600,000 $USDC DCA on $GP from the Graphite treasury.

[Milst @MilstGuga]

$GP is one of those stories where you keep hearing "It's free. It's so undervalued. How is it still at X mcap?", yet nothing ever happens. Holders get impatient, whales keep capitulating and people keep asking "what the hell is going on?".

At risk of upsetting a few friends, here's a rant about what I would do to "save it".

- First and foremost, comms. Announce things once and do it right. Avoid leaks, leaked/teased news have little/no impact by the time they are official.

Be active and absolutely everywhere on the timeline. Start screaming from the rooftops about GP's value prop. Despite strong fundamentals, GP is only known in few circles and the broader audience don't know much about it. Even those that "know" need to be reminded, this is an attention game. When people talk about @bonkfun or USD1 or @worldlibertyfi, they don't think about GP, and there's a reason why.

You got no KOLs, and that's great. Team and partners should be doing that. @SolportTom posted 0 times about his own token in probably 2 months.

- Focus and keep your promises. Stick to publicly communicated deadlines.

- Fix the emissions problem using part of your treasury. Offer 70-75c on the dollar to Taiyo holders to buy out emissions in advance, grab part of those tokens and sell them locked for 2 years to VCs/funds at a 40% (?) discount. You will lose a bit of money from treasury, but you now removed that overhang, and have folks with deep pockets and a vested interest in price going up (plus some extra tokens in your own treasury?). Get the token listed in big CEXs.

- If you have 16-20m in treasury, ramp up the buybacks to the full 38% of revenue you own for 6-12 months. Use your treasury for payroll for those 6-12 months and start gobbling up 2-3% of supply per month again via buybacks. Watch people start believing and FOMOing up again. Suddenly the tokens you bought back are worth a lot more.

- Allow GP to be used as collateral in lending protocols.

- If you have a product that's your cashcow like bonkfun is, stick to it instead of developing a number or products at the same time. Don't spread too thin.

- Instead of going blow for blow against a behemoth with a 1bn warchest, pick a defensible niche and go hard in it. If you have ties to WLFI and USD1 exclusivity, hyperfocus and leverage that.

/end of rant

[The Phalanx @0xPhalanX]

Introducing The Phalanx: NOVAS
The curated 1/1 PFP collection of @0xPhalanX

on @solana

[Soul Gate @PlaySoulGate]

🌀 Heroes are revealed, but that’s just the beginning!

🌐 Web staking platform + PFP versions soon
🃏 Next week: Cards Collection launch via Toy Machine!
🎁 Booster Packs are on the way!

The Gate keeps expanding…