Peanutninja

Enjoy learning and discovering new things
BEEP BOOP, $GP Maxi

[Peanutninja @peanutninja224]

@snipeder The reason its bonk time relativity is because they are so many groups bunched together. It is extremely difficult to build and launch fast when you working in between wlfi, graphite, raydium, all at once. Pump is a small team, who can do what they want. They can ship and move.

[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

[InfinityMice @InfinityMiceco]

We have been made aware of the situation involving Cece during the recent creator tournament.

While we have worked together previously, we do not support behavior that targets or disrespects other creators. As a result, we will not be continuing any partnership moving forward.

We believe in keeping competition respectful, and we wish everyone the best going forward.

[Peanutninja @peanutninja224]

@cryptogle bro, america dot fun is literally a white label on top of bonkfun, what is this friendly fire LOL

[Peanutninja @peanutninja224]

@xxyounjung @SolportTom @mellometrics if you're talking about the gp reserve its been in action

[Peanutninja @peanutninja224]

@FTPager @rebelwithsnacks @worldlibertyfi @bonkfun Bonkfun is the only one that can launch usd1 it's in the contract

[BLSZY @exodus_sol]

. @GraphiteProto is 40% of the bonk cash cow they’re claiming back stops a billion dollar meme

$GP is the best r/r play in the whole space once again, emissions reduced and now well under buyback pressure.

@worldlibertyfi partner for $USD1 launches

This time will be different ☝️

[Peanutninja @peanutninja224]

@Ai4Alpha You are missing infinite context, the top holder is the staking wallet and the team that can never sell owns a huge chunk

[Peanutninja @peanutninja224]

@NotStewii @chillhart @GraphiteProto @bonkfun https://t.co/hYl68Gz1gY

[Peanutninja @peanutninja224]

@NotStewii @chillhart @GraphiteProto @bonkfun yes, 38% of all bonkfun revenue goes to the $GP team 7.6 percent going to buybacks

[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. 😉

[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

[Peanutninja @peanutninja224]

@cryptogle @vesper0x @americadotfun What in the troll is this. https://t.co/kpqtptT36O is a white label on bonkfun, how can it even be a competitor, all your volume is on the bonkfun platform

[Peanutninja @peanutninja224]

RT @MMSniperSol: @onecoin (#1coin) is going parabolic as a $wlfi team wallet starts a $250 DCA on it. People forget about the strategic par…

[Graphite Protocol @GraphiteProto]

It’s time for $GP to change and go back to the start to rebuild.

We’re looking for top talent to join the Graphite team for the next chapter of our journey as Phase 2 of the WLFI kicks off and @LiveBonk begins to go live.

Your focus will be on helping us rebuild the token, the community, and become a core part of the team moving forward.

Note: This is a role within the Graphite company itself, not within any of the products operated by Graphite.

We’re currently hiring for the following positions:

1. Marketing Director / PR

2. Social Media Intern

3. Business Development

If you believe you can be an asset to the team, please reach out to @solportskg via DM.

We're looking for people with experience/proof of work only. 🫡

[EDDCHA 🇭🇰🇸🇪 @eddchaaa]

Trust the process @TaiyoRobotics @GraphiteProto @SolportTom 🤝💯❤️

[Peanutninja @peanutninja224]

@8lazing Show me how this is any different from pump. Agree with me that both ecosystems are just farming people. If anything everyone hates bonk already and I don't see people hating pump enough

[Peanutninja @peanutninja224]

@OnlyLJC @GraphiteProto it's a tricky thing to calculate, cause each nft gains more gp the more you stake it, originally from 5 - 16 for 2 years staking. and everyone staked at different times. I think before it was about 20k gp emitted a day, but this figure is flucuent off unlistings and unstakings

[Peanutninja @peanutninja224]

@Jeetburner 2 million dollars in sell smashed the wall bro

[Peanutninja @peanutninja224]

@imperooterxbt Yup, cause tom buying 1mil gp, is good for him. Bro buys 1 mil of gp and all the haters say hes selling, when it was one taiyo whale that nuked the chart and everyone following with