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X @Zhu Su
Zhu Su· 2025-07-29 13:47
Market Sentiment & Strategy - Suggestion for Pumpfun to switch to 100% buyback strategy to avoid a "death spiral" due to low $PUMP price impacting meme value and platform launches [1] - Concern that low $PUMP price psychologically caps the value of its memes, especially Fartcoin [1] - Observation that the window for making strategic moves is closing [1] Buyback Activity & Communication - Report that Pumpfun used 100% of daily revenue for $PUMP buybacks yesterday [1] - Noted that buyback percentage hovered around 20-26% in the previous days [1] - Lack of recent communication from Alon (6 days) and the Pumpfun account (7 days) raises concerns [1]