RDB.vv

Crypto Enthusiast, Defi and NFT investor

[RDB.vv @RDB_Sol]

Why I am bullish for @BlocksmithLabs for 2024 and beyond

Being a @SmythsNFT holder has been tough lately. Despite the team's efforts with Atlas, Lossless Lottery, @MeegosNFT , and @zelofinance , Smyths/Meegos FP and Forge have underperformed. But things are about to turn:

[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

[Graphite Protocol @GraphiteProto]

Graphite is officially resuming strategic token buybacks.

We’ll be deploying capital discretionarily, with a long-term mindset aimed fully at aligning protocol value with holders.

This is the first step in a broader framework tied to real revenue.

Importantly, the treasury has approved additional capital for buybacks should GP continue to trade materially below our internal view of long-term value.

Deployment will remain opportunistic and disciplined.

We’re building a business. Now we start returning value.

[Malaton @MalatonKnows]

🚨 Love seeing my thesis on $forge start to play out. 2.5X while user base, number of traders and volume all up!

@BlocksmithLabs @SmythsNFT about to release @aurus (still dont know exact date but we should be very close)

For a team that has done so much, this is still crazy cheap IMO.

I’m a conviction long term investor and i bet in teams and talent. Same as i’m doing with $gp / @GraphiteProto on the back of the upcoming #usd1 season and @bonkfun / @worldlibertyfi in the trenches.

Can’t wait to see the new product. And remember, you heard it first here 🚀

[Malaton @MalatonKnows]

🔥 I WAS RIGHT ON $GP - AND $FORGE IS SET UP FOR A SIMILAR (OR BIGGER) MOVE 🔥

After being early and right on Graphite ($GP) - when most people ignored fundamentals, buybacks, and execution - I’m seeing the exact same mispricing happening again.

This time, it’s $FORGE.

A lot of you have DM’d me about FORGE after noticing a very large position in my wallet.
So instead of replying one by one, here’s the updated thesis - and why I’m more bullish than ever.

👇👇👇

Most people know @BlocksmithLabs from the NFT era and @SmythsNFT.

What fewer people remember (or price in) is this:

• Multiple successful products shipped
• ~70,000+ community members on Discord
• A team that never rugged
• Still active, still public, still communicating daily

That alone already puts them in the top 1% of crypto teams by survival.

But here’s the part almost nobody is pricing in 👀

While the market forgot about them, they never stopped building.

→ A brand-new app: @aurus
→ Social pages already updated
→ Recognizable names involved
→ New senior devs hired recently

This is not a “revive an old token” story.

This is a second chapter being written.

Now let’s talk numbers - because this is where it gets stupidly asymmetric:

• $FORGE market cap: ~$1.3mm
• Treasury: multiple millions
• Continuous payouts via the Lossless Lottery
• Ongoing development funded without dumping on holders

Read that again.

Treasury > market cap.

That’s not a narrative.
That’s math.

So what do you actually have here?

✅ Proven execution
✅ Years of reputation at stake
✅ Active, real community
✅ Fresh product launch coming
✅ Treasury larger than the token valuation

That is exactly the setup I personally look for.

Not vibes.
Not hype.
Not influencers.

📌 Asymmetric risk / reward.

Does it mean it can’t go lower? Of course not.
Does it mean the upside massively outweighs the downside if they execute?

In my view: yes.

That’s why I’m still here.
That’s why I haven’t sold.
And that’s why $FORGE is now my 3rd largest holding in crypto.

At this market cap, a 10x is not a fantasy - it’s a function of execution + attention returning.

The same way $GP was ignored… until it wasn’t.

Do your own work - but don’t ignore teams that:
• survived bear markets
• kept building in silence
• are now trading below cash

Those are usually the ones that surprise people later.

🧠 Conviction > noise.

$FORGE
$GP

#FORGE #Graphite #Solana #Crypto #LowCap #Asymmetric #Altcoins #Web3 #DeFi #Builders #Conviction #RiskReward

[Malaton @MalatonKnows]

🚨 Amazing rally but still not even close to fair value. People are really not paying attention to the numbers. If this revenue stays consistent ($GP owns 38% of @bonkfun ) this is $61.5mm for @GraphiteProto per year,

MATH ISN’T MATHING

My view is that it will only increase with @worldlibertyfi investing $130mm in #usd1 adoption.

AND MOST IMPORTANTLY

The team owns ~40% of the supply.

Supply shock coming and it will be parabolic.

See you at $10 soon

[RDB.vv @RDB_Sol]

@MMSniperSol @FlashTrade $FAF best perps on Solana

[Malaton @MalatonKnows]

🎁 $250 FORGE #GIVEAWAY - but not for tourists 😉

I’m giving away $250 in $FORGE to people who actually think.

🚨 RULES TO BE ELIGIBLE

1️⃣ Follow me
2️⃣ Like + Repost
3️⃣ Comment with ONE crypto project you believe will outperform in the next 6–12 months - and explain why in one sentence.

I’ll personally pick 3 winners in 72h.

If you’re here to learn + make money long term, this is for you.

Since I am one of the largest holders of $gp , obviously @GraphiteProto and @bonkfun don’t count. But anything else is allowed. No $barron and $patton either as I am holding big size too.

Good luck!

[RDB.vv @RDB_Sol]

@MMSniperSol $FAF @FlashTrade

[Malaton @MalatonKnows]

🚨Why i bought $barron & $patton (i am now the largest holder of both - called at 100k and 58k MC respectively)

I am one of the largest holders of $GP , huge supporter of @GraphiteProto and @bonkfun . So obviously people asking me.. I do believe a bonkfun season is coming with the partnership of @worldlibertyfi . I dont play a lot with #memes but i like the narrative of this one.

Nice #usd1 pool (and not the only one) , first barron meme on bonk , 2k+ holders and good volume.

The dev behind is a huge 🐳 whale with $15mm+ in funds.

He owns the domain of @realDonaldTrump presidential campaign (you cannot make this shit up - check it out, trump tweet it from the WH X account last year) : https://t.co/VMu72AtYzN

Patton is Barron’s dog. @BARRONTRUMP loves memes and there’s a video circulating

This is exactly the kind of narrative that @worldlibertyfi loves and they are active in the trenches buying relatable memes.

So why not? I think this can be huge. At least it is genius marketing and it’s getting hyped.

Ca Barron: 8CzvPEDHQEnzNpZYhjKHJno5cSgb3TU4EYJtyWTSbonk

Ca Patton:
4RX66wjPX35hWuUodDxorB4uC2R5n9BCBJw8bQ11bonk

[S1net | Sharp @S1net_SOL]

Sharp traders are on fire!

October Tournament is getting closer to its end and they are climbing to 250 $SOL volume, which unlocks $1,500 prize pool for the top 10 predictors!

Staying sharp 🔥

[Play Solana | PSG1 @playsolana]

Congrats to all @MeegosNFT holders.

You can now claim your Badge to start earning XP and secure your spot in the $PLAY airdrop.

[Malaton @MalatonKnows]

Why $GP? You dont value a company based only on current revenue (unfort in crypto happens a lot). You value tech, team, reserves + potential future rev. @GraphiteProto owns 38% of @bonkfun. Managed to keep 15%+ MS. @worldlibertyfi partnership. You’re not ready for whats coming

[Graphite Protocol @GraphiteProto]

Bonk Live is once again signing launches!

For those of you who don't know, Graphite operated Bonk Live before Bonk Fun and handled TGEs such as @streamflow_fi, @SonicSVM, and more

$GP holders beneifted via presale access to launches as well as either airdrops or buybacks of the token.

Demand for large scale ICM style TGEs is back, especially heading into Q4.

So far, @MysticDaoSol and @DabbaNetwork are confirmed to be launching with Bonk Live.

More to come!

[Alex Basil @alexbasil]

this is an incredible milestone for solana hardware

also, you can play @MeegosNFT optimised for @playsolana PSG1 from day 1.

[Graphite Protocol @GraphiteProto]

@MeteoraAG The treasury is still sitting slightly above $17M in assets even after the $1M USDC acquisition, thanks to our $SOL exposure.

[Tom @SolportTom]

Little update on the @GraphiteProto side we’ve been utilising our treasury to defend key strategic levels.

One of our first deployments is that we’ve placed a $1m USDC 1 bin buy side only LP pool between the $0.79-0.80c/GP.

We have built a strong war chest from business revenues over the past 2 years and have went from a 4 man team to over 20 in the last 7 months. 🫡

[Graphite Protocol @GraphiteProto]

The @bonkfun USD1 campaign is off to a great start, with volumes ranging from 40M–100M a day for a full week straight!

We’re excited to be working with @worldlibertyfi to bring the next wave of liquidity on-chain, and we’re grateful for the opportunity to serve as the official USD1 Solana launchpad under the @bonkfun umbrella.

[BLSZY @exodus_sol]

Believe is #3 - 2% total market share 61m FDV and has 2.6m in liquidity

Bonkfun #2 has 25% $GP sub 60m fdv and has 5.25m in liquidity

Pump #1 68% 5b FDV and 32m in liquidity

$GP is severely underpriced here with a 40% stake in bonkfun.

[harmy 〽️ @_harmy]

looking for a senior react native dev to help us ship.

• react native wizard (performance focused)
• shipped real apps (iOS + Android)
• strong state management
• real-time data handling + rendering
• pixel-perfect builds from figma
• degen

dm if keen.

[Tom @SolportTom]

We’ve created USD1 pairs for many of the strongest long-standing communities on BONK.

Previously, our way of supporting communities was to dedicate 1–2% of revenue to buying tokens from the top 10 projects, done transparently.

With bonkfun 2.0, we’ve reworked this approach. The platform is now even more aligned with the communities being built, using USD1 revenue to provide support wherever it can make the biggest impact.

USD1 is here to stay, and we’re excited to begin this next chapter with the established communities in the ecosystem as well as all the new ones that will be created. 🫡