Interesting thing to note.Pump is calling it a 'utility' token.NOT a governance tokenSeems they may try to implement some form of flywheel ...

RT Impermanent Gains (@__lostin__)Internet Capital Markets is a reimagining of global finance- Lower barriers to asset issuance & ownership- Enable anything of value to be tokenized & anyone with a mobile phone to investDiscover what ICMs really mean in our latest @heliuslabs blog:https://t.co/DtdzEHOBfu ...

Cryptocurrency & Blockchain - GUN Token 正在从 Avalanche 扩展到 Solana [1] - 文章讨论了 GUN Token 扩展的原因 [1]

Though PUMP has more users, BONK is graduating more tokens- Token graduates (last 24h): BONK ~17k | PUMP ~9.5k- Active addresses (last 24h): PUMP ~111k | BONK ~45k https://t.co/5NodPHsU3b ...

Robinhood's OpenAI-linked token drop triggers demand debate https://t.co/1qzwU1M92R ...

Katana hits $430M TVL in 7 days. Morpho partnership alone added $150M on day one, making it largest DeFi protocol on any L2 by deposits500M $KAT allocated for rewards but only 120M distributed. Pre-deposit holders already earning through Yearn integrationToken distribution math: 380M rewards still uncommitted, mainnet TVL growing 710% monthly, tokens locked until Feb 2026. Early depositors stacking both yield and future governance weight ...

Hearing rumblings…Pump Fun token raise happening fairly soon. Next few days.Few days for people to participate and deposit.Go live sometime next week?Airdrop won’t happen for 3-6 months after TGE ...

2025:- stablecoins- tokenization of everything- institutional compliant DeFi- launchpads- fintech chain launches- crypto m&a- ETFs for dozens of tokens2026:- crypto-powered businesses- hundreds more chains- $10T total marketcap- trillions of $$$ of stablecoin volumes- perps volume > options volume in TradFi- use stablecoins to pay for anything ...

Summary of DeepSeek's Impact on AI Market Industry Overview - The document discusses the AI industry, specifically focusing on DeepSeek, a Chinese large language model (LLM) that has recently launched its R1 model, which competes with OpenAI's offerings [4][7]. Key Points and Arguments 1. **Market Entry and Pricing Strategy** - DeepSeek R1 was launched at a competitive price of $0.55 input and $2.1 output, undercutting OpenAI's pricing by 80% [4][8]. - Despite initial market share growth, DeepSeek's user momentum has declined, indicating challenges in maintaining its competitive edge [8][9]. 2. **User Engagement and Traffic Trends** - After the launch, DeepSeek experienced a spike in consumer app traffic, but this growth has not sustained compared to other AI applications [8]. - Traffic for DeepSeek's own web browser has decreased, while third-party hosted instances of DeepSeek have seen a nearly 20x increase in usage [10][13]. 3. **Tokenomics and Performance Trade-offs** - DeepSeek's pricing strategy is influenced by its tokenomics, which involves trade-offs between latency, throughput, and context window size [17][19]. - The model's latency is a significant drawback, as users experience longer wait times for responses compared to competitors [22]. - DeepSeek's context window is smaller than that of competitors, limiting its effectiveness in complex tasks like coding [24]. 4. **Batching and Resource Allocation** - DeepSeek employs batching strategies to minimize costs, which results in higher latency and lower throughput for users [27][28]. - The company prioritizes internal research and development over user experience, focusing on achieving artificial general intelligence (AGI) [27]. 5. **Competitive Landscape** - Other AI providers, such as Anthropic and Google, are leveraging their compute resources to enhance user experience and performance, contrasting with DeepSeek's approach [29][30]. - Anthropic's recent developments in coding applications have outpaced DeepSeek, highlighting the competitive pressure in the AI market [30][41]. 6. **Future Prospects and Challenges** - There are rumors regarding delays in the release of DeepSeek's R2 model, attributed to export controls and operational changes within the company [54][55]. - Despite these challenges, DeepSeek continues to innovate, with recent updates showing improvements in coding performance [55][56]. Additional Important Insights - The document emphasizes the importance of compute resources in the AI industry, noting that companies like Amazon are investing heavily in AI infrastructure [37][38]. - The shift towards viewing tokens as a service rather than a bundled subscription model is gaining traction, with more companies emulating Anthropic's approach [44]. - The competitive dynamics in the AI market are rapidly evolving, with cost and user experience becoming critical factors for success [47][53].

Market Share & Competition - PumpFun's dominance in the meme launchpad market is threatened by competitors like LaunchLab, LetsBonk, and JUP Studio [1] - LetsBonk has captured approximately 25% of the total meme market share, reducing PumpFun's dominance to below 60% [2] - LetsBonk has surpassed PumpFun in daily token launches, token graduations, and volume, becoming the first Solana launchpad to achieve this [2] Token Launches & Graduation - LetsBonk has captured over 58% of the total market share for daily tokens deployed [4] - LetsBonk's token graduation rate is 106%, almost 100% higher than PumpFun's 057% [4] - In the past 24 hours, LetsBonk recorded 18620 token launches, while PumpFun recorded 9600 [5] Active Addresses & Token Performance - PumpFun still has the highest number of daily active addresses, with over 117 thousand, compared to LetsBonk's 45 thousand and LaunchLab's 40 thousand [7] - The top-9 performing tokens in the past 24 hours are from LetsBonk, with PumpFun's $MEMELESS ranking third [7] - Over the last 7 days, LetsBonk has 8 tokens in the top 10, while PumpFun has 1, and LaunchLab has 1 [8] Fees Generated - LetsBonk has generated over $1 million in fees [9] - PumpFun has generated $922 thousand in fees [9] - LaunchLab has generated $11 million in fees [9]