kizito ( motion Arc ) ☠️ @itz_kizitox - Twitter Profile

If you're wondering why ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 is pushing $500M, it's because the market is starting to price it against solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn Pumpfun: → ~$1.7B market cap → ~$1.65M fees yesterday → 50% of revenue buys & burns solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn Pons: → pushing ~$500M market cap → ~$1M fees yesterday → 80% of protocol revenue buys & burns ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 Pons is already doing ~60% of Pump's daily revenue at less than 1/3 of the valuation And arguably the biggest difference is distribution PUMPFUN has a massive insider supply selling into a protocol funded buyback bid ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 was an organic runner that was forced into price discovery from day one, with far more of the move driven by retail Very different holder base There’s also a quality of revenue difference Pump’s cheap trading makes it easy for launchers/MMs to do huge volume and inflate fee stats Pons has been far more organic/bid driven, with less dev controlled volume Not all revenue is created equally and in my eyes pons is dominating (currently) in organic rev

0xSweep's tweet photo. If you're wondering why ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 is pushing $500M, it's because the market is starting to price it against solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Pumpfun:
→ ~$1.7B market cap
→ ~$1.65M fees yesterday
→ 50% of revenue buys & burns solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Pons:
→ pushing ~$500M market cap
→ ~$1M fees yesterday
→ 80% of protocol revenue buys & burns ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241

Pons is already doing ~60% of Pump's daily revenue at less than 1/3 of the valuation

And arguably the biggest difference is distribution

PUMPFUN has a massive insider supply selling into a protocol funded buyback bid

ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 was an organic runner that was forced into price discovery from day one, with far more of the move driven by retail

Very different holder base

There’s also a quality of revenue difference

Pump’s cheap trading makes it easy for launchers/MMs to do huge volume and inflate fee stats

Pons has been far more organic/bid driven, with less dev controlled volume

Not all revenue is created equally and in my eyes pons is dominating (currently) in organic rev

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kizito ( motion Arc ) ☠️

@itz_kizitoX

about 2 hours ago

@0xSweep this needs to be fixed

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itz_kizitoX retweeted

Sweep

@0xSweep

about 11 hours ago

JOHN TERNUS IS THE NEW APPLE CEO First thing he should do: Bring back the charger + wired EarPods with every iPhone You’re paying $1,000+ for a phone and Apple can’t throw in a charger? 😭 John fix this pls!!!!!