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X @Unipcs (aka 'Bonk Guy') 🎒
Unipcs (aka 'Bonk Guy') 🎒· 2025-07-30 22:47
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]
X @Unipcs (aka 'Bonk Guy') 🎒
Unipcs (aka 'Bonk Guy') 🎒· 2025-07-10 05:10
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]
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]
X @Unipcs (aka 'Bonk Guy') 🎒
Unipcs (aka 'Bonk Guy') 🎒· 2025-07-06 21:07
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]
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-07-03 11:35
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]