Shifti

cheese

[Shifti @_shifti_]

When they all go to zero, you’ll know where to find me.

[Malaton @MalatonKnows]

🚨 $SERIOUS UPDATE: 52% CONTROLLED

N1 bonkers by far (top wallet is the locked buybacks mechanism 8.5% already)

I told you so.

@bonkfun @SolportTom @solportskg @satsdats @mellometrics #usd1 @worldlibertyfi

[Malaton @MalatonKnows]

🚨 GM $Serious. ☕️ ! Close to 40% supply controlled!

Over the past weeks, many early believers have already taken massive profits.

That’s healthy. That’s how strong markets reset.

But look at what’s happening right now:

• Supply is getting redistributed into stronger hands
• Holder count keeps climbing daily
• Large long-term wallets are publicly aligning
• Website now reflects real-time growth
• Market maker & listing discussions progressing

This is the phase where weak hands exit and serious positioning begins.

Most people buy after catalysts.

Serious investors position before them.

The question isn’t whether momentum returns.

It’s who will be positioned when it does.

Stay patient.
Stay disciplined.
Stay Serious.

I’m here to stay and keep grinding.

@bonkfun @SolportTom @solportskg @satsdats #usd1

[Malaton @MalatonKnows]

🚨 Another 2% lock of tokens bought at market until we reach $10mm MC.

I keep telling you, I’m dead $SERIOUS about making this the n1 bonkers coin and change the game.

Here to stay. Here to grind. We are serious.

Ready to smash another ATH 🚀

@bonkfun

https://t.co/gBZDBsjOWp

[Malaton @MalatonKnows]

$SERIOUS Update: New ATH $3mm , every dip has been a serious buy opportunity. Patience has rewarded the serious investors. Higher!

@bonkfun

[Malaton @MalatonKnows]

In every market there are two types of people:

those who fear dips..
and those who build positions.

You already know which ones win.

Stay bullish. Stay $SERIOUS.

@bonkfun

[Malaton @MalatonKnows]

Every $serious investor knows that patience is the real edge.

Teach them young:
dips aren’t fear - they’re opportunities.

Every dip is a $SERIOUS buy. Every dip has created a new ATH. 🚀

[Malaton @MalatonKnows]

Vacation is over. Back in the city. Back to full grinding.

Spent the past days in very productive discussions about the next steps for $SERIOUS:

• Locking more tokens bought at market
• Building a proper website
• Launching official X profile
• Upgrading socials, art & branding
• Working closely with @bonkfun to take this to the next level

Meanwhile

SIX days in a row green.
Every dip instantly bought.
Chart looking beautiful.
Hit ATH at $1.75M MC.
Crossed 1,000 holders.
Trending across platforms.

This is just the beginning.

Let’s bring real seriousness back to the trenches.

Everyone can win here.

You can count on me - we’re building this the serious way.

$SERIOUS

[Malaton @MalatonKnows]

🚨 LETS TALK NUMBERS - THIS IS STUPIDLY CHEAP

This is the part of the $GP thesis almost everyone is missing, and it still changes everything.

Most people look at @GraphiteProto and say:
“Only ~8% of revenue goes to buybacks.”

They stop there.

That’s the mistake.

Here’s the updated reality 👇

@bonkfun has been doing ~$200k/day in fees consistently for several weeks now since the new model updates.

⚠️ Important: not all fees are currently visible on Dune due to how the new model routes activity. So what you see is not the full picture. Should be updated soon

That’s still:
• ~$73M/year in gross fees (visible)
• With clear signs the ecosystem is growing, not shrinking

Graphite owns 38% of that.

👉 ~$27–30M/year flowing to GP at current visible levels.

Yes, ~8% goes to buybacks.

But what about the other ~92%?

It stays in the treasury.

Let that sink in.

GP isn’t just a buyback token.
It’s a compounding balance sheet with optionality, and @SolportTom knows it 😉

On current numbers alone:
• Buybacks: ~$2–2.5M/year (mechanical demand)
• Treasury inflow: ~$25–28M/year
• Current treasury: ~$25M cash

If revenue stays flat:

👉 Treasury in 12 months: **$50M+**
👉 Treasury in 24 months: **$75–80M+**

This is before:
• Any fee growth
• Any increase in buyback %
• Any strategic deployment
• Any Bonk season

And that’s where it gets interesting.

At any moment, the team can:
• Increase buybacks
• Do one-off tenders
• Buy supply OTC
• Aggressively absorb float during low liquidity

This means GP has OPTIONALITY, not just yield.

Most tokens:
❌ Live quarter to quarter
❌ Depend on vibes
❌ Can’t defend their own price

GP:
✅ Generates real cash
✅ Retains most of it
✅ Can choose when to go on offense

That’s not a meme coin model.
That’s a capital allocator model.

Now add the supply dynamics 👀

• Team already controls ~40%+ of supply
• Buybacks are continuous
• Float keeps shrinking
• Sellers eventually disappear

When supply tightens and demand stays mechanical…

Price stops being linear.

This is how you get violent repricings.

Context check:

GP traded ~$6.7 last summer.
Today it’s ~$0.55-$0.60.

Same ecosystem.
More revenue visibility.
Much bigger treasury.
Stronger positioning.
Better mechanics.

The market is pricing the 8%.
It’s completely ignoring the 92%.

That’s the alpha.

I’m extremely bullish.
I now own 1M+ GP (2nd largest holder) and I’m still accumulating.

This is one of those setups where:
• Downside is balance-sheet protected
• Upside comes from control + scarcity
• And the repricing happens fast once it starts

Not financial advice.
Just one finance bro pointing at a liquidity squeeze hiding in plain sight 😉

$GP $BONK #Solana #DeFi #Liquidity #Crypto

[Malaton @MalatonKnows]

🚨 Malaton has acquired another 25k $GP today. 1mm+ in my bags now. I know my shit. Keep giving me free money, thanks for your attention on this matter.

MC < Treasury
Revenue consistently increasing
Buybacks firepower only increasing
Team owns 40% of the supply already.
Massive updates for both devs and traders.

I can keep going .

EVERY DIP IS A BUY

@GraphiteProto @bonkfun @worldlibertyfi #usd1

[Tom @SolportTom]

Ok, it’s time to officially step back into the trenches. We’ve been working fucking hard these past few months on how to be competitive and how to achieve results again.

Last week, we changed our system to fix core issues with creator fees. This week, we’ve officially teamed up with Axiom to up our game even further starting with $200,000 per week being given to the top traders on USD1 BONKfun pairs each week.

Let’s run it back. It’s go time.

[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.

[Tom @SolportTom]

Creator fees have become a big topic across all launchpads in recent times, with the community either divided for or against them, at @bonkfun when we were originally designing creator rewards 8 months, we had one area in mind (CTO’s), we believed that creator fees would provide capital teams needed to run real tokens, and build communities, pay for exchanges and so on. In the last 8 months, while this has rung true and the funding has most certainly helped teams pay for things they need it’s also come with tons of abuse that led to more negatives than positives.

So how do we go about solving these issues since there's two sides to the coin here? Traders want relevant coins to trade to capitalise on attention and “deployers” deploy relevant coins usually on the platform that will pay them the most often at the expense of the trader.

The answer imo is having options.

So as of today, two options are now live on https://t.co/TClcFbzAg0.

Introducing BONK Classic Launches, 0 creator fees, 0 CTO capabilities, the lowest fee possible for traders and the vast majority of fees are compounded directly into the liquidity making BONK Classic tokens liquidity much stronger than other options.

& the BONKERS model. BONKERS is the similar to what you see today on other launchpads, Creator fees, CTO capabilities only we’ve revamped the fee distribution, creators & ctos only get paid IN USD1, no more dual token systems, no more headaches clean and easy, this applies for new tokens moving forward that bond, older tokens will remain on the current system with no changes.

Thanks to the team at @AxiomExchange BONKERS tokens and BONK Classic tokens are differentiated by color so traders can make easy decisions on what to buy without additional research.

This is the first of many solves for real problems in the space, we're going to keep pushing changes that solve real problems and make life better for our users.

[Graphite Protocol @GraphiteProto]

To address some of the questions we have been getting over the past few weeks.

1st and foremost, we are glad to see the recent uptick in revenue and volume on @bonkfun.

This is Graphite’s sole focus at the moment, and we are excited to see some of the reactions to things we have been working on with our partners.

The main question we have been getting is around buybacks, so let’s make this absolutely clear. 7.6% of all revenue from bonk fun is currently earmarked for buybacks of $GP, this has not changed, but it's also true that we have not been actively deploying these buybacks on the market for the last month. So just for the sake of clarity, all funds accumlated in the last month will be retroactively deployed into buying $GP as well as any revenue generated from this point forward.

We are aware that the $GP website has become a little outdated. We will work on updating it and making changes to ensure tracking happens in real time and is fully automated. This will be released after the next set of platform updates, as those are our priority. We are excited to start 2026 strong, and we feel it will be our best year yet as both a platform and a company.

More to come. 🍾

[Malaton @MalatonKnows]

People are fading $GP because price is off the highs.

That’s exactly why you should be paying attention.

Yes - price is lower than last week, when volumes + fees exploded.
Yes - the broader market is shaky.

But zoom out for 30 seconds and look at what’s actually changed 👇

• Graphite today is in a much stronger position than it was months ago
• Real revenue
• Real treasury
• Real ownership of cash-flowing infra
• Real catalysts that haven’t even been deployed yet

Everyone is obsessing over short-term price.
The smart money is watching positioning ahead of news.

Let’s talk facts 👇

→ World Liberty Financial approved $130M for the growth of the $USD1 ecosystem
→ That capital has barely been touched
→ No aggressive marketing
→ No hype cycle yet
→ Just quiet execution, replies in the trenches, building

That’s not weakness.
That’s discipline.

Now the part people keep forgetting 👇

• Graphite treasury ≈ $20M+ and growing and > Market Cap
• Graphite team owns ~40% of the ecosystem it powers
• Buybacks haven’t meaningfully started
• Buyback wallet already sitting on $300k+
• New updates coming that haven’t been priced in

Everyone talks about revenue.
Almost no one talks about liquidity.

And liquidity is where this gets violent.

As revenues compound and buybacks kick in, sellers get exhausted.
Treasury keeps growing.
Supply gets tighter.

That’s how squeezes happen - quietly, then all at once.

I’ve seen this movie before.
Summer showed us how fast $GP can move once attention flips.

And conditions today are better in every single way.

My own approach?
No FOMO. No YOLO candles.

I’m already holding 1.6% of total supply, and I’m still adding, tactically, on dips, every day, with plenty of firepower left.

That’s how you position ahead of news - not after CT starts screaming.

Because when the announcements are everywhere, you’re not early anymore - you’re exit liquidity.

Being quiet now doesn’t mean nothing is happening. It usually means the opposite.

Position before the narrative.
Not after the candle.

#Graphite #GP #USD1 #DeFi #Crypto #Solana #Infra #RealYield #Buybacks #Liquidity

[Malaton @MalatonKnows]

🚨 THIS is the part of the $GP thesis almost everyone is missing - and it changes everything.

Most people look at @GraphiteProto and say:
“Only ~8% of revenue goes to buybacks.”

They stop there.

That’s the mistake.

Here’s the reality 👇

@bonkfun is now doing ~$500k/day in fees.
That’s ~$182.5M per year.

Graphite owns ~38% of that.

👉 ~$69M/year flows to GP.

Yes, 8% goes to buybacks.

But what about the other 92%?

It stays in the treasury.

Let that sink in.

GP isn’t just a buyback token.
It’s a compounding balance sheet with optionality and mr. @SolportTom knows it 😉

On current numbers alone:

• Buybacks: ~$5.5M/year (real, mechanical demand)
• Treasury inflow: ~$64M/year
• Current treasury: ~$25M cash

If revenue stays flat:

👉 Treasury in ~12 months ≈ $90M
👉 Treasury in ~24 months ≈ $150M+

This is before:
• Any fee growth
• Any increase in buyback %
• Any strategic deployment

And here’s where it gets interesting.

At any moment, the team can:
• Increase buybacks
• Do one-off tenders
• Buy supply OTC
• Aggressively absorb float during low liquidity

This means GP has OPTIONALITY, not just yield.

Most tokens:
❌ Live quarter to quarter
❌ Depend on vibes
❌ Can’t defend their own price

GP:
✅ Generates real cash
✅ Retains most of it
✅ Can decide when to go on offense

That’s not a meme coin model.
That’s a capital allocator model.

Now add the supply dynamics 👀

• Team already controls ~38–40% of supply
• Buybacks are continuous
• Float keeps shrinking
• Sellers eventually disappear

When supply tightens and demand stays mechanical…

Price stops being linear.

This is how you get violent repricings.

Context check:

GP traded ~$6.74 last summer.

Today it’s ~$0.70-0.80.

Same ecosystem.
More revenue.
Much bigger treasury.
Stronger positioning.

The market is pricing the 8%.
It’s completely ignoring the 92%.

That’s the alpha.

I’m extremely bullish.

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

This is one of those setups where:
• The downside is balance-sheet protected
• The upside comes from control + scarcity
• And the reprice happens fast once it starts

Not financial advice.
Just one finance bro pointing at a compounding machine hiding in plain sight. 😉

[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. 🧵

[Graphite Protocol @GraphiteProto]

Great to see the recent activity on @bonkfun and USD1 pairs!

lets keep it going. 💪

[Malaton @MalatonKnows]

I’m a traditional markets guy — 10+ years in IB & markets with most of my career at $GS, plenty of scars, plenty of wins.
My portfolio allocation is boring: equities, fixed income, alternatives… and ~15% in crypto.

But here’s the funny part:

👉 My 2nd largest crypto position — and the one I’m most bullish on long-term — isn’t $BTC, $ETH, or $SOL. It’s @GraphiteProto $gp

And let me tell you why — because most people are asleep on this.

$Crypto right now is bleeding everywhere. Sentiment is trash. Narratives are dead.
Exactly the kind of environment where real opportunities hide.
This is literally the same setup you see in distressed credit or negative-basis deals — everything looks awful on the surface, but the fundamentals underneath are stupidly mispriced.

And GP is one of the cleanest mispricings I’ve ever seen:

1. Market cap below treasury
GP is literally trading UNDER the value of its own cash + assets.
IB 101: when assets > market cap, someone eventually arbitrages that gap.

2. Over $70M in revenue since inception
Not “promised revenue.” Not “potential revenue.”
Actual, delivered, real-world revenue.
Find me 10 small-caps doing that. Good luck.

3. @bonkfun changes coming
Everyone underestimates how big this can get.
The product iteration they’re working on is not priced in.

4. Partnership with $Trump family @worldlibertyfi
Yeah, people gloss over this. They shouldn’t.

5. A CEO @SolportTom who actually ships.
Talent matters. Execution matters.
In finance you back people, not just numbers — and Tom is one of the most relentless operators I’ve seen in crypto.
He’s playing offense while everyone else is playing survival.

6. Acquisitions incoming
When your treasury > your market cap, you can go buy half the ecosystem.
And yes — they are actively looking.

⸻

I’ve looked at hundreds of projects and tokens over the years.
Most talk.
Most promise.
Most fade.

GP is the opposite.
Under-valued, under-exposed, and under-appreciated — for now.

I’m not saying bet your house.
I’m saying this: as someone who does markets for a living, GP is the kind of asymmetric upside you only find a few times per cycle.

And that’s why it’s my 2nd largest crypto holding —
and the one where I see the most potential upside.

If the market wakes up to what’s already been built + what’s coming next, the repricing will be violent.

Not financial advice — just one finance bro sharing where he sees the alpha. 😉

[Malaton @MalatonKnows]

I will keep buying $gp all day long with treasury assets > MC. Most dont realize the potential of this company and @SolportTom. Close to $70mm rev under it’s umbrella so far, $9mm in buybacks, millions given out in rewards from launches and team non stop working on new products + looking at acquisitions.

Adrena didnt work out, but many reaching out and team looking at strategic opportunities.

@GraphiteProto is working with a strategic partnership with @worldlibertyfi , owns 38% of @bonkfun , owns @LiveBonk and wont stop there. Many RWA cases to come.

Markets can be irrational, i welcome it and keep adding to my long term bag at these discounted prices. Time will prove me right.

[Graphite Protocol @GraphiteProto]

We're happy to announce that over the past few months, we’ve acquired an additional 3.79% of the total $GP supply, or 5.95% of the supply adjusted for circulating market cap.

We currently have an active DCA strategy totaling just under $400,000, acquiring more supply every hour.

As promised, Graphite is fully committed to rebuilding and growing once again. 🫡