Market Position & Competition - Bonk's data surpasses Pump, with advantages like Launchpad and Bonkbot, despite a lower market cap [1] - Platform coins are interdependent; Bonk's price peaked around $0.004, correlating with Pump's performance, indicating similar price trends [1] - Active user engagement has decreased by 30%-40% from February 2025 peak [1] - Key competitors include Binance Alpha (VC new coins with multi-million dollar potential), $WLFI (DeFi sector), $XPL (stablecoin), and other trending altcoins [1] Industry Trends & Risks - Overall sector attention is waning, contract trading volume is decreasing, and wealth creation is slowing [1] - Fundamental revenue logic is weakening, with strong competition from newcomers [1] - Blindly defending Pump is not viable; Alon's wealth or endorsements don't guarantee a 50% surge; narratives alone are insufficient [1] - Dynamic monitoring of capital inflows is crucial to avoid repeating Blur's pitfalls [1] Investment Strategy - Smaller capital may achieve faster gains (e g, from $0.004 to $0.006) in new coins like $C or $ERA compared to Pump [1] - Despite potential opportunities after contract trading and deep washouts, the current bull market doesn't guarantee success [1] - Maintaining a strategy of small bets with high potential remains, with altcoin positions streamlined to major coins and leading stocks [1]