KBell

[KBell @kbellkbell]

@Ledger Red

[Ledger @Ledger]

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Here's how to enter:

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[KBell @kbellkbell]

@Bonk20sol 7DPuPKWqLYDCn9yZRuYrp8dkwUn9oaYpnK9KVFBXYSDH

[KBell @kbellkbell]

@Bonk20sol 7DPuPKWqLYDCn9yZRuYrp8dkwUn9oaYpnK9KVFBXYSDH

[Malaton @mlton26]

🚨 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 @mlton26]

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. 😉

[KBell @kbellkbell]

I just voted for @_portals_ for Rising Star [Gaming] at @SolanaConf 🗳️

Cast your vote: https://t.co/BKFYXztG2d

[KBell @kbellkbell]

@elonmuskTN 11

[Unipcs (aka 'Bonk Guy') 🎒 @theunipcs]

$USELESS has now spent 116 days in the $200m - $400m market cap range — that's almost 4 months!

and its fundamentals has only improved the longer it stays in this range:

- second most traded memecoin on Coinbase after $DOGE
- second most traded onchain memecoin after $TRUMP
- continues to make new holder ATH almost daily while the rest of crypto bleeds
- remains the strongest memecoin narrative to emerge all cycle

all of the move make it clear that USELESS is THE memecoin to pay attention to going into the rest of the cycle

USELESS is going to rip aggressively out of this cursed range at some point

and when it does, it will be an aggressively explosive rally to multi-billions!

[Crissy @sadcrissy]

I still think $GP is one of the best bets on the market rn if you are bullish on Bonk eco & @SolportTom

@GraphiteProto owns 38% of @bonkfun and fees are used for buybacks

they have a treasury of 19m which is bigger than the MC lol

Partnership with @worldlibertyfi will fuel a new run for Bonk eco and GP will benefit from it

When Bonk had peak marketshare it was a 10x+ from here

I started building a position

[Tom @SolportTom]

We’re excited to work with WLFi on next phase of bonk fun/usd1.

Been quiet recently as we’ve been working with WLFI and our partners on building the infrastructure for a better ecosystem.

🫡

[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!

[Der Trainer 《TYR》 @chillhart]

What's free?

$GP.

[Malaton @mlton26]

$GP is about to go parabolic. Owns 38% of bonk fun. $19mm Treasury > MC. 7.6% of fees is for buybacks. Emissions slashed 70% and cant be > than buybacks now. Signed market makers and working on more. Listing soon 🚀 @SolportTom and @GraphiteProto doing an amazing job. Loaded GP!

[Jasiel4 @Jasiel_sol]

Are yall watching $1 coin and $67 on bonk charts?

Someone big is accumulating.

Something’s happening behind $bonk scenes and they know about the strength of the two coins.

$useless leads the charge

Top bonk coins follows through.

And then eventually, all roads lead to $gp

[Jasiel4 @Jasiel_sol]

$bonk eco is seriously heating up 🔥

I’m telling you, $gp is going to catch everyone off guard so f*cking hard you’re going to wish you had an opportunity to buy for 0.5x cents.

$useless will run to deca billions.

Learn who will follow.

$gp mode.

🔒

[Jasiel4 @Jasiel_sol]

@Manic100x $gp

[Zedge @Zedge_ORE]

The beauty of this change is that with buybacks now equaling emissions… you no longer need to think about $GP FDV, which was about 2x $GP market cap of $16mm before this announcement. Now you get to buy @GraphiteProto for the price of its treasury and 38% ownership of @bonkfun for free