This is the 3rd token launchpad announcement todayAll in the Coinbase / Base ecosystemLuna dot Fun (from Virtuals)Coinbase Token SalesOpenServ (powered by Aero)OpenServ (@openservai):AI + ICM is coming to @base, powered by @aerodromefi.OpenServ is introducing the first AI-native launchpad. Founders build, launch, and scale with AI. Investors get to co-own the next generation of tokenized assets.Agentic Internet Capital Markets (aICM) are forming on Serv. https://t.co/Ueqk2RuFBM ...

RT Mikli (@CryptoMikli)Dan Romero explains what Clanker’s edge is vs other launchpads“Clanker is the biggest launchpad on Base. The other thing is the vertical integration between Clanker and the Farcaster app and other apps in the ecosystem” https://t.co/KCbTyL50Cf ...

Their BLAZE product.50% of fees going back to the creatorsAnd fees going back into charts for tokens launched in it.They want to create the most creator friendly launchpad on crypto. https://t.co/QcNJlgBjko ...

BonkFun Dominance & Fee Generation - BonkFun 在 launchpad 市场占据主导地位，自成为领先 launchpad 以来，平均每日费用收入为 141 万美元，市场份额平均为 742% [1] - 即使 BonkFun 的主导地位下降，保守估计每日费用收入 100 万美元，年化费用收入仍将超过 365 million 美元，其中至少 1825 million 美元用于 BONK 回购和销毁 [1] - 自 BonkFun 成为行业领导者以来，仅 24 天内，已有近 17 million 美元的费用用于直接购买和销毁 BONK [1] On-Chain Activity & Market Potential - 链上活动处于长期以来的低谷，远低于 2024 年或 2025 年 1 月/2 月的水平，表明市场尚未达到顶峰，未来有增长空间 [1] - 预计随着 altcoin 和 memecoin 季节的到来，链上活动和代币发行数量将呈上升趋势 [1] BONK Buyback & Burn Initiatives - BonkFun 费用的 50% 直接用于购买和销毁 BONK，另有 8% 用于购买 BONK 作为 BonkRewards 和战略 BONK 储备，这意味着总共有 58% 的费用用于购买 BONK [1][2] - BonkFun 有望每月贡献超过 20 million 美元的购买和销毁量，这将对 BONK 的价值产生重大影响 [2] - 还有更多举措正在制定中，将进一步加速 BONK 的购买/销毁飞轮 [2] Market Accessibility & Institutional Interest - BONK 已在 Robinhood, Coinbase, Binance, Upbit, Revolut 等主要交易平台上市，并且即将推出 ETP，以及 memecoin ETF 备案，机构投资者可以通过安全合规的方式配置 BONK [2]

Market Share & Volume - Bonk (BONK) has a majority market share, exceeding 60%, for volume on bonding curve [1] - Bonding curve volume is crucial for launchpads, indicating sustained activity [1]

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]

Market Share Shift - BonkFun's market share surpasses 50% for the first time, reaching 51% [1] - Pumpfun's market share drops below 40% for the first time, falling to 39.9% [1] - BonkFun has officially overtaken Pumpfun as the world's biggest launchpad [1] Competitive Landscape - BonkFun is positioned as a pro-people, pro-creator, and pro-Solana launchpad [1] - Pumpfun, a first-mover launchpad launched in January 2024, has generated over $800 million in fees in 18 months (1.5 years) [1] Key Metrics - BonkFun market share was previously at 46% [1] - Pumpfun market share was previously at 42.9% [1]

Product Launch - Jupiter introduces Jupiter Studio, a new launchpad [1] - Jupiter Studio offers creator benefits related to fees [1] - Customization options are available within Jupiter Studio [1] - Token vesting is a feature of Jupiter Studio [1] - Jupiter Studio provides a dedicated studio page [1] Market Trends - The launchpad market is experiencing intense competition [1]