I’m mostly bearish PUMP bc I haven’t been streaming. Just businessThose mfs are about to cook so hard lmao ...

@DancingEddie_ actually might be able to mail order a bride like he’s been talking about for so long ...

Funniest outcome is pump airdropping dynastic wealth to the 20 ppl that have been streaming for the last 3 months while the entire timeline grinded infofi slop posts for peanuts on pre-TGE boards ...

Product Assessment - The author expresses a bullish outlook on the Pumpfun application, irrespective of the token price [1] - The author maintains a positive view on the HL product, even if HYPE's value drops to zero, due to its functionality and user demand [1] - The industry observes a shift from past cycles, with a focus on real products that users actively desire [1]

Market Analysis - Industry expresses skepticism regarding the sustainability of a $2 billion market capitalization mega coin, given current market liquidity [1] - Average daily trading volume barely touches $20 million, raising concerns about the source of liquidity for larger market cap coins [1] Risk Assessment - Industry suggests caution regarding market takes on "shitcoin casino" due to limited involvement [1]

Imagine if they limit pump airdrop to only wallets with avg hold time >24 hours 😹😹😹 ...

Market Sentiment & Risk Assessment - The success of the Pump TGE (Token Generation Event) is uncertain, with price action determining its outcome [1] - Commentary from external sources is deemed irrelevant to the actual outcome [1] Tokenomics & Distribution - Most tokens are unlocked at TGE, except for a small portion allocated to "community" incentives and investor/team allocations [1] - Even the foundation's tokens are unlocked at the start [1] - $120 million worth of tokens are earmarked for streamers on the platform [1] Key Beneficiaries - Streamers are considered significant winners due to the limited number of streamers on the platform and the substantial token allocation [1] - Streamers like Eddie, Rasmr, Jakey, and Gainzy are specifically mentioned as potential beneficiaries [1]

Token Allocation Concerns - The foundation's allocation of $80 million in unlocked tokens on day 1 raises concerns [1] - Industry practice typically involves vesting schedules for foundation tokens similar to team members [1]

Should’ve been a bundled launch on pump tbh ...

Token Unlocking - Almost all tokens are unlocked, except for a small portion allocated to "community" incentives and investor/team at TGE (Token Generation Event) [1] - The foundation's tokens were also unlocked at the start [1] Tokenomics Assessment - The tokenomics structure is being critically assessed, with comparisons being drawn to potentially unfavorable models [1] - The tokenomics are related to the Pump Fun sale this weekend [1]