Mando𓆈

[Malaton @MalatonKnows]

🚨 $SERIOUS UPDATE: First of all - thank you for the support.

For those who don’t know me:

I’m not a “full-time memecoin dev.”
I’m a traditional markets guy. 10+ years in investment banking & trading.
6 years at Goldman.

I’m a buy & hold investor.

• 2nd largest holder of $GP
• Top holder of $FORGE
• Long-term supporter of the ecosystem

I don’t jump from coin to coin. I build positions and I stay.

This is my first ever deployment.

I chose the new Bonkers model by @bonkfun because:

→ I take zero creator fees
→ All volume fees go to automatic buybacks
→ Full alignment with holders

No bundles.
No hidden wallets.
Fully doxed.
Big wallets public.
Supporting the chart with my own capital from day one and LOCKING the supply i’m buying publically.

The space is full of short-term ruggers and farm accounts.
I’m here to build something that lasts.

There are things I could improve - I’m learning as we go.
But one thing is clear:

I’m not going anywhere.

I’m in direct contact with the ecosystem team.
I’ve supported @SolportTom and the platform for a long time.

I’m working on interesting integrations and long-term plans.

If you’re here for a 24h flip, this isn’t for you.

If you’re here for aligned growth and serious builders - welcome.

Let’s build something that survives the cycle.

#Solana #Memecoin #Bonk #Graphite #Forge #CryptoTwitter #BuildInPublic $GP $FORGE $SERIOUS

[Malaton @MalatonKnows]

Malaton has started building a position in #1coin as well as $SPSC . Deployed $35k to start and will continue to add strategically. As the 2nd largest holder of $GP , i will continue to support the two main @bonkfun #usd1 coins.

@worldlibertyfi @GraphiteProto

[Malaton @MalatonKnows]

Malaton has picked up another 20k $GP, increasing my holdings to 1mm+

Love to see @SolportTom & @GraphiteProto together with @bonkfun and @worldlibertyfi make all these game changer updates that deliver real value to the players and that is immediately translating into revenue.

As I said, every dip is a buying opportunity. I continue to stand by my thesis that this is the most undervalued company in the $SOL ecosystem and I’m putting my money where my mouth is.

More to come

[BLSZY @exodus_sol]

They won’t mention who powers this entire update for reasons i’m yet to figure out but here goes…

@GraphiteProto and @SolportTom are the engine room — 38% ownership stake, $GP buybacks are where the value is right now for holders

20m market cap and sellers look exhausted ☝️

[David @Levatiracetam]

@GraphiteProto If you're wondering which wallet it is, it's this one, currently holding over 4% of the supply of $GP and $3 million waiting 🤔3yokta28roKT8P5YMnBm5CfXPxGqS67Ui4R6CD1oKPpa

[Malaton @MalatonKnows]

Good to have everything clear and public! @GraphiteProto $gp is inevitably going to reprice VIOLENTLY

Lets keep up the great volumes and revenue - only see upside here with @worldlibertyfi ‘s huge $130mm war chest ready to work and @bonkfun ‘s new updates on the platform.

Liquidity squeeze WILL happen. It’s just a matter of time, position accordingly, i know i have 😏

Once more great job @SolportTom

[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.

[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

[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

[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.

[Sonder @sonder_crypto]

-$436.5M out

+$30K for the trenches

[Graphite Protocol @GraphiteProto]

Goals for the next months

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

[Graphite Protocol @GraphiteProto]

Regardless of how this proposal ends, we’d like to thank the Adrena community for hearing us out.

Graphite is committed to pursuing strategic acquisitions that strengthen our revenue and reinforce our core value in the ecosystem.

If you’ve built something cool in the perps/DeFi space on Solana but are struggling to find PMF, contact @solportskg, let’s see how $GP can help.

[Tom @SolportTom]

Excited to kick off the start of phase 2 of our wlfi campaign.

We’ve been working close with WLFI over the last few months on what a good ecosystem needs to thrive.

USD1 under BONK FUN will be home to the next biggest projects on Solana.

Excited to see both old and new tokens get the love they deserve. 🫡

Having WLFi and their leadership deep in the trenches will be a game changer, just the beginning. 🤝

[Malaton @MalatonKnows]

@onecoin (#1coin) is going parabolic as a $wlfi team wallet starts a $250k DCA on it. People forget about the strategic partnership with @bonkfun . You havent seen yet the best of it, everything powered by @GraphiteProto, long @gp, trading at less than half the treasury

[Soju 燒酒 | Meteora @0xSoju]

excited to work with Tom again

Meteora’s tech has improved lots since they last worked with it.

Lfg

[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

[asta @astaso1]

took a stab at graphite protocol @GraphiteProto here.

useless at ATH yet $GP is at an all time LOW of 30m. (LESS THAN 15MIL CIRC).

remember around 10% of all fees from bonk go into $GP buybacks.

Bonk Q4? who knows.

im positioned with $1 and $GP

[Graphite Protocol @GraphiteProto]

As our first major change for $GP, NFT emissions will be reduced by 70% per day starting Wednesday, October 15th, 2025.

This will allow buybacks and future revenue to have a bigger impact, promoting a better balance between NFT and $GP holders.

For more information about the change, check the Discord announcements.