Movie starts again soon
1 or 2 memes will edge the billion dollar mark before the end of the month.
We see a big flush on btc and our memes start of October.
After that V shape reversal on our coins to multiple billions. Btc will be 90K+
This is what weve all been waiting for.
Dont fuck this up.
feels like onchain is entering a pretty exotic and experimental phase; rwa pairs, hooks, multiple leading chains, 5+ competitive launchpads and dexes (at same time), retail apps routers.
just a matter of time until the next big sticky product finds a new home in crypto. cool shi
$STONK still shows no signs of slowing down
But what makes me even more bullish isn't the candle.
It's the team's execution
After following the project for another day, I think there are quite a few updates worth taking another look at
Here are the things that stood out to me the most
+ First, the team just shipped their biggest update so far : the Public Developer API
In my opinion, this is an update that a lot of people are underestimating
Developers can now launch tokens programmatically, access data endpoints, and build directly on StonkFun
A great platform doesn't just attract traders
It also has to attract developers
Opening up the API is a major step if StonkFun wants to become a real ecosystem rather than just another launchpad
+ Second, the flywheel is still working
The latest numbers show :
> Around $52K in daily revenue
> More than $30K allocated to buybacks
> Around 5.4 million $STONK burned
In total so far, the platform has generated around $167K in revenue and nearly $98K in buybacks
Yes, revenue is lower than its previous peak
But that's not what I'm focused on
What matters to me is that the mechanism is still functioning exactly as designed
Volume generates revenue
Revenue funds buybacks
Buybacks continue reducing the circulating supply
That's exactly why I started paying attention to this project in the first place
+ Third, the team's execution speed continues to impress me
While many projects spend their time posting memes or running marketing campaigns after pumping, today's updates included :
> Public Developer API
> Reward distribution improvements
> Better user documentation
> Multiple UX and safety enhancements
> Continued ecosystem integrations
This is exactly the kind of platform token I like to
follow
Less talk
More building
+ Fourth, the ecosystem continues to expand
TTWO (Take-Two Interactive) has now been added through Backpack
That means the ecosystem continues gaining new assets for users to launch and trade
The original narrative behind StonkFun was "Memecoins x Tokenized Equities"
But at this point, I feel like the project is gradually expanding into much broader use cases instead of stopping there
+ Fifth, attention continues to grow.
One thing I found interesting today is that Raydium has also started interacting with the "Stocks on Solana" narrative
I don't think that means Raydium is backing or promoting $STONK
That would be jumping to conclusions
But when one of Solana's biggest infrastructure protocols starts paying attention to this narrative, I still see it as a positive signal
Many major narratives begin with attention from ecosystem protocols and builders before the capital really starts flowing in
+ So, has my thesis changed?
Not really
If anything, I think it's even stronger than it was yesterday
At first, the market was mostly pricing in the narrative
Now I think it's gradually starting to price in the team's ability to execute as well
I've already taken out my initial investment and I'm letting the profits run
The things I'll continue watching are still the fundamentals :
> Platform revenue
> Whether buybacks remain sustainable
> Whether more projects continue launching on StonkFun
> Whether the ecosystem keeps expanding
> And most importantly, whether the team can maintain this pace of execution
If those fundamentals continue improving, then in my view, $STONK remains one of the most compelling platform-token theses worth following
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