Danny

If you’re into looksmaxxing… you should also be portfoliomaxxing Get yourself some of that guuud $pumpcade See you at billions my G

The @Pumpcade Tokenomics System in 60 seconds: The Pumpcade Value Engine sits at the core of the platform and routes real platform activity into areas that strengthen the ecosystem: 1. $PUMPCADE burns 2. User Redistribution (paid in USDC) 3. Creator Rewards (create better markets, get better rewards) 4. User Acquisition Congestion Fees improve market quality by making it more expensive (on a curve) to join the "safe" side of a market the closer it gets to ending. These fees route into the Pumpcade Value Engine. Pumpcade Passes are season passes that give access to: 1. Lower fees 2. The ability to create premium markets 3. An increasing list of platform benefits in the future The passes last for "seasons" and can be purchased with: 1. USDC -> Platform market buys $PUMPCADE and burns it. 2. $PUMPCADE -> User receives a discount and platform burns it. Pumpcade has no token emissions and no farming. The ecosystem grows stronger with REAL activity.

Interesting. I just did a deep dive to find out which projects Jump & Foundation have both invested into simultaneosly. Apparently @pumpcade is the 8th shared project, you can see how the others fared. Bullish?

Yeah, it's happening. Pashov Audit Group 🤝 @pumpcade Pumpcade is the speculation platform that everyone is talking about, recently raised $6M, compiled a badass team and now chose to wisely invest into elite security. Successful partnership🫡

Seeing a lot of back-and-forth FUD about the recent @pumpcade ACE round over the past week. Many negative takes from people who are so near-sighted that they relentlessly complain about a single tree blocking the way while missing the entire forest of opportunity just beyond. Meme traders who can't hold for more than a few seconds, finding every reason why not to invest in a nascent platform that's right in the center of a maelstrom of a new financial category, one that's not just a participant, but helping to shape it! Let's leave aside what offering equity for tokens means and the impact this may or may not have on the token and focus on what's being built here with Pumpcade. I have some thoughts about what could be done better there, but even so, the round is a net WIN for token holders and a huge innovation for the space. The long-term story of what Pumpcade is doing is the only story that matters. During every cycle of innovation, a few players innovated a new platform that enabled new financial primitives to be born and to evolve; the Defi Legos used to build out the bigger story of DeFi. These platforms enabled Cambrian moments for defi, allowing a flurry of new use cases and ecosystems to grow around these products; they changed how capital on-chain moves, reacts, and is utilized. Just refer back to some of the fundamental platforms that opened new financial primitives over the past 6 years: -AAVA (crypto lending layer) -Uniswap (AMM pools, foundational defi liquidity layer) -Hyperliquid (solved on-chain perps, growing ecosystem) So why am I excited to be a big holder of Pumpcade? Why is this the ONLY new token I've been buying into at all market caps over the past seven months, the only liquid token I've actually held onto and will hold onto? Why, when the token was recently corrected, did I plow in new outside capital? Because this: Pumpcade is helping to build new financial primatives. And I want to be right there in the center of this. DEFI 2.0: PREDICTION FI @pumpcade is not just building another prediction market. It's building a new kind of financial primative that's calling itself a prediction market, but it's so much more. If you think the only story here is to enable short-term predictions for streamers, you've missed the greater story. Yes, bringing prediction markets to a new audience in a format that's easy to participate in and consume (i.e., the TikTokification of prediction markets) adds a tremendous distribution layer for the product. But what's even more exciting is what these new kinds of markets open up and how they can be used to build new, easy-to-consume financial products not yet possible with traditional PMs. Parimutual markets open up a whole new surface of predictions not yet covered by the current markets. Defi+Prediction markets? Hell yeah! Simple parimutual markets might well be expanded into unique, far more complex offerings that could be layered over existing prediction markets. Tokenizing the underlying shares and allowing new financial products: - hedging - leverage - trading momentum (selling speculation on the result) There are many NEW things that can be unlocked here that do not yet exist. This is the cutting edge of financialization. It's WHERE you want to be, and frankly, Pumpcade is sitting right at the nexus point of all of this. Frankly, I expect rapid innovation in this area over the next 12 months. I can only guess at some of the possibilities that will be expressed by pure or even hybrid Parimitutual markets. But what I know is this is where we are going to see serious innovation happening and happening fast. And Pumpcade is going to be at the very center of that innovation. Yes, we're going to need ways to bring new forms of liquidity to Prediction markets. But with solutions like @meleemarkets building prediction market AMMs, we could see some interesting developments, especially with Parimutual Market liquidity. What's the value of THE leading platform building in one of the most exciting narratives at the very cutting edge, building all of this with some of the brightest engineers, backed by some of the strongest VCs, with a LIQUID token that's under 30M FDV? Let's just forget that Kalish is valued at 20B Let's just forget that Polymarket is valued at above 14B Let's just forget that Prediction markets are projected to explode into a $1 trillion industry by 2030. Let's just forget that Pumpcade is not competing, but building an entirely new kind of prediction market primative, going after a different audience with a completely different distribution path, unavailable to traditional prediction markets. So yea my investing thesis is pretty simple: Pumpcade, the next billion-dollar financial protocol.

You’re drowning? The most interesting coin launched on pumpfun that isn’t a meme looks like this. And you’re drowning? The only coin launched on pumpfun that both jump and foundation (invested in Netflix in ‘99) bought in on looks like this. And you’re drowning?

You only need one trade to make it! $pumpcade coded

@rasmr_eth Droopy eyes, zero upper lip, jew nose, male pattern baldness in full effect, no cheekbones, Clearly a mouth breather with that weak ass jaw (Insane considering the size of the nose) shit tier genetics body wise (pear shaped) and bad posture You got an easy to draw face! CHOPPED

Product is still not out btw. Lol

@BeefBiceps @Faisallxa6c @venom1s Need to cut down that bodyfat%. Arm looks like a fat blob in clothing. Can't flex fat... remember that

@Faisallxa6c @venom1s Really?

Biologically impossible without steroids

founder of @pumpcade: i desperately want more pumpcade tokens as i feel they are very important to what i'm building. so much so that i am willing to give up 10% of my company for them. ct: these tokens are useless! sometimes twitter just makes it too easy man

I've been locked into this app all day for the last 2 days since I announced the @pumpcade ACE round. I'm reading EVERYTHING related to ACE, even if I don't reply to it. I wanted to talk about a few things that i'm seeing. 1. ACE did not create equity at Pumpcade. Equity existed the moment I raised a pre-seed round. That is not some special thing ACE introduced after the fact. That is just how startups work. If a company raises venture capital, there is an equity layer. That was already true here. What I think people are missing is that this equity layer already exists in almost every company in crypto that has both a company and a token. Usually it is just not visible to the public. The private investors sit on one layer, the token trades on another layer, and most people pretend those two things are not both there. ACE did not invent that structure. ACE makes that structure transparent and gives token holders the option to access the same equity layer that Pumpcade investors have. That is the key point. Not creating some hidden extra thing. Exposing what already exists and opening access to it. 2. ACE was not a quick and fast decision made to retrofit the 2 fundraising rounds. I was presented with ACE a few months ago, long before I had accepted a single dollar of venture capital. I knew that I needed to raise venture capital to build, scale, and operate Pumpcade. Creator fees alone can not run a company doing what we are planning on doing. 3. I looked at all options that try to align token <> equity, and ACE was the one that best fit what my goals were. I wanted to give the OPTION to have access to the equity layer of Pumpcade. There are a few other options, and I am not against them for certain use cases, but ACE is what best fits Pumpcade. Other options typically result in the token becoming the sole product, which overshadows the actual product that a team is building. This frequently results in teams being pressured into making short term corrective actions to address short term price movement. A team raises capital to build a product. A team should not raise capital to immediately spend buying back their token because prices can be volatile. The optionality of ACE is the most important thing to me, and ultimately why I decided to do it. I wanted to give the option to have access to the equity layer. I didn't want to force everyone (VCs and the public) into a different path. We are building Pumpcade for the long term, and everyone involved with Pumpcade (team, investors, advisors) are heads down building this long term future where we put Pumpcade in front of the masses. Pumpcade

correct take: ct doesn't actually feel a way about anything going on with pumpcade. they saw a token they're not in skyrocket then pullback 50-60% after an announcement so they decided to get loud. this is actually a blessing in disguise. not often you get a mass-muting event.

@rasmr_eth @a1lon9 Stop worrying about @PopPunkOnChain and @pumpcade ! Instead try to get in contact with the finest plastic surgeon in the US, so we can make a case study about your chopped ass looks and if it’s possible to even reverse your situation! I might even set up the @gofundme for you!

Dear @a1lon9, For years, PopPunkOnChain has made dozens of VILE accusations towards well intentioned doxxed members of CT The type of false accusations that get our HOUSES DOXXED, our parents harassed, vandalized EVERY SINGLE big name catching hate for YEARS from his ugly, fat, weird mind… …Except one, apparently!! He has ZERO tweets about you, alon, the single most consequential founder of the last two years. How convenient!!

Internet Capital Markets Unironically Crypto natives got into crypto for underlying reasons that have nothing to do with money. Tourists show up every cycle and try and make money on whatever’s hot. NFTs, memes etc. The people who stay tho. They are here long term for reasons they may not fully understand themselves. Frustration with the governments and money printing is how it all started. That’s deep stuff not surface level. Crypto natives are delusional enough to think we can change the system. Change the entire game. Participate in fair equitable finance. Be early to opportunities that are visionary and cutting edge. Do things no one has ever conceived of because blockchains enable innovation. The system sucks. The game is rigged against all of us. I had to pay 45% taxes cuz I had the balls to go all in on the dumbest coin (shoutout fartcoin) I could find. I took risks that very few people in the world would take to try and beat the game. And I won. Then had to give half of it away. Crypto exists to change the fckin game. To beat the game. And what Pop and team and their cap table of Pump Fun, Foundation Capital and Jump are doing is giving us all the opportunity that people envisioned crypto would give us over the last 5-7 years. A fair launched coin. Pop tweeted it mins after launching. I simply found it scrolling the TL. As I dug into the concept I realized the growth potential. You’d honestly have to be a moron to not understand its growth potential. But then he was stuck. He needed more devs. He was iterating the vision so fast. The easiest path was to kill the token and raise money. He could have done this a month or 2 after launch I’d bet. People often take the easiest path. Visionaries don’t. Winners don’t. The easiest path is 100% of the time the wrong path. Every vc meeting pop had I imagine he said the token will be integrated into the app. The token is part of the project. The token isn’t going anywhere. We need to figure out how you can invest with a live token Mr VC. I would imagine many VCs said f that we are out. Frankly I can’t believe the ones who said yes let’s figure it out. Actually insane to have pump fun,foundation and jump on your cap table. And now people have the opportunity to convert tokens to equity. Things like this are exactly why we are all in crypto at a very deep subconscious level. The ability to have agency in our life. The ability to have choice. The ability to participate in finance outside the rigged system. The ability for anyone to get equity in a hot new start up? That’s insane. I’m 0 for 5 on angel investments in my life. I didn’t pick any of them. People brought them to me. I’m accredited so I could participate but many of you can’t. Those 5 are all worthless. I didn’t know the founders. I was limited with the amount of info I had access to. Ofc they went to 0. But with pumpcade I’ve watched Pop build in public for 6 months. I understand the PMF. I understand the product. I understand how it will grow users. Everyone is tweeting the numbers of this announcement. 75M valuation and all sorts of other stuff. That is the most irrelevant info in the article. Quite literally couldn’t be more irrelevant. All I see is pumpcade team wants 25% of the supply back and believes in the token so much they are giving equity for it. I had a sales call with Target’s CIO once. She hit me with 5 objections rapid fire. I answered one of them. She said what about the other 4. I said we both know those don’t matter. I answered the one you care about. She asked how I knew. I said “I’ll tell you over dinner”. Anyways, pumpcade.

Pumpcade is once again breaking ground by innovating on the relationship between tokens and equity. Very excited that they are the first team to go through ACE with @MetaLeX_Labs. The game has changed in how companies fundraise; now it's time for @pumpcade to change the prediction market game!

Yet another innovation by @pumpcade @PopPunkOnChain is giving his community of token holders access to equity via an ACE round. Token holders can get the same equity access reserved only for VCs and Angel investors. That's almost unheard of and a win for the community. This is a pioneering move in this space and quite exciting. To me, this highlights how this team is positioning themselves as disrupters. They are clearly going to do new things and go in new directions that the market has not yet seen. And setting a new blueprint for other scrapy founders to follow. And I love it. Throw away the old way of doing things and do something completely new. This bodes well for @pumpcade. The existing token holders being offered equity conversion is a novel way to connect the token to the company's value, even though both operate in different capital markets. Well done, and it's awesome to see the team innovating in this direction. This team is showing the entire space how to innovate building with a token. There's always been a misalignment between equity and the token, with all the benefits sitting with the team (and maybe the investors if there is a combined token+equity offering). Traditionally, VCs might receive dual exposure through equity and tokens during private rounds. This allows the early investors to capture the upside related to the company (IPO, acquisition, etc) while also having access to the crypto liquidity. Regular token holders, however, have no rights or benefits if the company is acquired. It serves to protect token holders from adverse changes. Example: the company is acquired, and new owners decide to abandon any current token utility, leaving any token holders in the mud. Pumpcade's token-to-equity offer has the following benefits to the ecosystem: 1) Reduces circulating supply for several years. Up to 25% of the supply will be locked away in the company treasury for at least a year, with 18 months of vesting. As $pumpcade tokens are 100% fully distributed, any token-to-equity conversion requires tokens. Which means acquiring tokens from the public market = buy pressure. 2) Gives the token fundamental utility by enabling company ownership (and all that entails). You are no longer just token holders but equity owners alongside the team. Incentives are better aligned between the team and token holders. Traditionally, web3 companies are valued by token, not equity. But this is because most web3 companies are not profitable, and the entire value prop is the token. If a company is profitable with revenue streams flowing in, equity holders have real optionality if the company can IPO or get acquired. Polymarket and Kalshi are valued between 11B and 20B by investors. There is a world where Pumpcade becomes a wildly profitable product and a path to an IPO opens in the future. Or it becomes an acquisition target for a larger company seeking to enter a new market. Owning a stake in the company could pay off handsomely if so. And token holders now have that opportunity to gain exposure via the ACE round. This matters only, though, if Pumpcade succeeds in finding a strong PMF. For now, the equity value is basically a call option on the long-term success. The token is a far better short - mid-term value proxy. THE DOWNSIDES? Now, a few points to consider that may not be as positive over the short term for the token valuation: NO TOKEN UTILITY BLOCK The token currently has no utility mapped out. Without a clear roadmap for how the token fits into the ecosystem (and how the economic value ultimately feeds back to the token), the token becomes tied to the company valuation. Now, to be clear, @PopPunkOnChain has clearly stated multiple times that the token is going to play an important role in the ecosystem, and they will build the ecosystem around the token. But they won't slap on some hasty utility just to please the market. I expect they will slowly add in the utility ONCE the product is live and they iterate. HIGH EQUITY VALUATION The conversion rate is 1 token = 2.5 shares. This means that at ~30M FDV, the company is being valued here at 30,000,000 x 2.5 = 75,000,000 M. Given that the company is pre-product, that kind of equity valuation is pretty rich, and that may impact the token valuation if the market starts to value the token based on the perceived company valuation. I would have liked to see a 1-1 conversion here instead, as it would have made acquiring equity more attractive to the market (75M is considered quite a high valuation with no live product yet). I assume the 2.5-1 conversion probably had to do with protecting the investors in the pre-seed and seed rounds. This means any token holder who converts is likely converting at a much higher share value than the earlier investors. If it were a 1-1 conversion, then token buyers could well enter in at the very same valuation. TOKEN BECOMES ATTACHED TO PERCEIVED COMPANY VALUE Directly attaching the token's value to the company tethers the two together and, in some ways, might tame the token's valuation while the company is in pre-product. My gut feeling here is that the token valuation may more reflect the actual state of the product, especially while the ACE round is open for the next 30 days. Given the product is not yet live, we might not see any wild pumps on pure speculation until the product is launched. I could be wrong here, though, as this is very new. Equity is always given to VCs as an option, pre-token. Adding this option after there has been a pre-seed and seed, while the token is already live and fully distributed, is a new dynamic. It's going to be interesting to see this play out. SUMMARY Overall, this is a big win for token holders over the long term. Over the short term, there may be some value confusion going on with the token and the company while this round is open, but that ends when the round closes AND the product shifts from pre-product to live product. PopPunk is really leading the wave in how to build a web3 company WITH a community. While I'm more bullish on the token side of things over the short term (you get a huge value premium from the token side and exposure to wild pumps), I will likely take a (much) smaller position on the equity side to lock in some long-term exposure just in case.

Excited to double down on @PopPunkOnChain and team! Our stance hasn’t changed since the last round, but now they have the resources to go and compete with the large prediction market platforms. @pumpcade will bring fast paced markets to everyone on Solana.

This is how $pumpcade be staring at all the sideliners

Excited to support @PopPunkOnChain and @pumpcade team as they bring instant resolution markets to life. endless possibilities!