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X @王小二
王小二· 2025-07-08 17:04
表达一下清晰的观点:目前的情况完全完全完全不考虑给pump打钱,不过到公售之前会观察一下有没有什么变化王小二 (@brc20niubi):有个事情很奇怪,为什么最开始pump传出要以4b的fdv公募的时候大家都在骂。那个时候我觉得是可以打钱的,因为那时候pump还是launchpad的绝对龙头,每天的收入还稳定在1m以上,pump也是这轮牛市币圈最大也可能是唯一的创新,会带一定的情绪溢价 https://t.co/rrrjSGs16l ...
X @王小二
王小二· 2025-07-08 16:30
Market Dynamics - Initially, there was criticism regarding Pump's potential public offering at a 4 billion USD fully diluted valuation (FDV), but at that time, Pump was considered the leading launchpad with a daily revenue exceeding 1 million USD [1] - Bonk's emergence has significantly impacted Pump's market share, becoming the new leading launchpad, while Pump's daily revenue has decreased to 500 thousand USD, half of Bonk's revenue [1] - The situation indicates Pump's potential lack of sustainability, suggesting that with sufficient investment, Pump's position is not irreplaceable, and the long-term viability of the launchpad sector is questionable [1] Investment Analysis - There was an intention to invest 5 million USD in Pump at a 4 billion USD FDV, based on the belief that it was a high-probability investment with limited downside risk [1] - The current sentiment towards investing in Pump has shifted, despite the planned public offering, due to the changed market conditions [1]