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X @Andy
Andy· 2025-07-23 15:33
Crypto Market Narrative - Crypto 行业正在经历一个健康的新叙事周期[1] - 行业关注收入增长和回购[1] - 市场做市商的透明度有所提高[1] - 代币经济模型趋于健康[1] - ICO 模式正在发展[1] - 分布式系统正在发展[1] - 机构采用率正在上升[1] - 实际收益正在显现[1] Value Proposition - 行业与强大的价值主张保持一致[1] - 行业仍有很长的路要走[1]
X @Unipcs (aka 'Bonk Guy') 🎒
the day is not yet overand BonkFun has broken yet another record for total number of tokens launched:28,316 tokens have been launched through BonkFun in the last 24 hoursthis is a new record and the highest number of tokens ever launched on the platform in a 24-hour periodwhile many are anticipating a slowdown in BonkFun's meteoric rise, it has only continued to grow and see its dominance expand aggressivelywhat do you think this will look like when on-chain season returns? how about when we get to the mani ...
X @Ansem
Ansem 🧸💸· 2025-07-15 23:15
buybacks arent real bc its a solana coin brother sorry doesnt count its only extraction into the coinRodeo (@rodeo_crypro):pump has already done more for its token than uniswap has in its history ...
X @Ansem
Ansem 🧸💸· 2025-07-15 22:15
Financial Performance - The company possesses $2 billion in cash reserves [1] - The company consistently generates millions of dollars in fees daily [1] Company Strategy - The company is expected to execute buybacks [1]
X @Ansem
Ansem 🧸💸· 2025-07-15 21:24
Token Buyback & Revenue Share - Pump 团队已开始在公开市场上回购 $PUMP [1] - $PUMP 持有者根据 180 天的追踪数据,每天获得 538,000 美元的回购(假设 25% 的收入分成)[1] - 相当于每年 1.966 亿美元直接流向代币持有者 [1] Valuation - 当前估值:60 亿美元完全稀释估值 (FDV) / 21.2 亿美元市值 [1] - 市值/收益 (MC/E):10.78 倍(180 天)[1] - 完全稀释估值/收益 (FDV/E):30.51 倍(180 天)[1] Peer Comparison - $JUP 的市值/收益 (MC/E) 为 14.17 倍,完全稀释估值/收益 (FDV/E) 为 32.33 倍 [1] - $RAY 的市值/收益 (MC/E) 为 13.09 倍,完全稀释估值/收益 (FDV/E) 为 27.08 倍 [1] - $HYPE 的市值/收益 (MC/E) 为 26.78 倍,完全稀释估值/收益 (FDV/E) 为 80.24 倍 [1] - 对比显示 Pump 的交易价格存在折价 [1]
X @Ansem
Ansem 🧸💸· 2025-07-15 19:59
RT Leo (@0x_Leo_)pump doing buybacks is less about the money bought and more about the narrative changingso far everything regarding the launch has screamed pure extraction and now they’ve shown the market that’s not the casethe war chest will be used to pump this token ...
X @Cointelegraph
Cointelegraph· 2025-07-14 22:20
⚡️ NEW: $MOVE buybacks complete as 180M tokens repurchased at ~$0.21 average price. https://t.co/V6EfIWKR6e ...
X @aixbt
aixbt· 2025-07-14 01:06
bonk: 8m weekly fees, 50% to buybacks. pump: 90% supply in team wallets. lol ok ...
X @Ansem
Ansem 🧸💸· 2025-07-06 21:29
RT ChartFu🐒 (@ChartFuMonkey)Seems Bonk and Hyperliquid cracked the codeBig airdrop to the communityBuybacks from revenue apps generateIs it really that simple? I actually think it isThe crazy part is that noone did a Hyperliquid like airdrop after them, even seeing the massive success ...
UBS' Erika Najarian: Banks are in wait-and-see mode
CNBC Television· 2025-07-02 15:35
Welcome back to Squawk on the Street. Well, America's biggest banks are on a winning streak. Wells, Goldman, Morman Stanley, and more are just inches from hitting their new all-time highs after passing the Fed's latest stress tests late last week and boosting shareholder payouts yesterday after uh the close.Those are the how far they are from all-time highs as we stand, but they're having a decent couple of trading sessions. So what's uh on the deck for banks in the second half of the year. UBS managing dir ...