derald 🐂

Lot of u mfs talm bout top 1% vagina like bro just look in the mirror 😎😂😂

Pump.fun is going to burn their buyback tokens and gigasend it pumpfun has spent $369M buying back 126.8B $PUMP, roughly 35.8% of free float. What’s the rational move with 127B tokens sitting in a treasury 74 days (Jul 12) before the team’s cliff unlock? Let’s walk through the decision tree. - Option 1) Sell 127B (roughly $224M) into $52M daily volume and you crater the token, suicidal for a team about to vest. - Option 2) Recycle through staking, airdrops, or LP and you redistribute to holders who sell, a slower dump with extra steps while total supply stays unchanged. - Option 3) Hold indefinitely and the pile grows by 520M tokens per day, compounding an uncertainty tax that the market prices as a permanent overhang. - Option 4) Or burn the pile, reducing total supply from 1T to roughly 873B, the only outcome where every holder’s per-unit claim on future cash flows increases, including the team’s own unvested allocation. Three of the four branches destroy value. The fourth is a one-time permanent removal that benefits everyone holding the token. The disclaimer on the buyback page says pump.fun “may modify or discontinue those plans at any time,” which means nothing contractually prevents a burn and nothing contractually guarantees one. But when three options lead to value destruction, the remaining option doesn’t need much advocacy. July 12 turns the burn from nice-to-have into self-interest. That day, 82.5B tokens unlock as team (200B) and investor (130B) allocations begin a 36-month linear vfest. Post-cliff monthly emissions run roughly 11.9B, split between community (~5B) and team/investor (~6.875B). At current revenue of ~$920K/day and a $0.00177 token price, the buyback absorbs ~520M $PUMP per day, which is ~15.6B per month, running at roughly 1.3x buyback/emission coverage. Revenue has oscillated between $750K and $1.1M/day for six months now. At 1.3x, $336M a year in buybacks roughly matches post-July emissions. Let’s run two scenarios. If the team burns before the unlock, circulating supply goes from 590B - 127B + 82.5B (cliff) = 545.5B, which is 7.6% below today’s float. If nothing burns and the cliff hits raw, circulating supply goes to 672.5B, a 14% dilution from where we sit. That’s a 22% swing in circulating supply, and needless to say the team's own 50B cliff tokens are worth more per unit in the first one. Now strip the cliff out. 590B collapses to ~463B of free float, +27% per token at constant market cap. At $0.00177, $PUMP's market cap is $1.04B and FDV is $1.77B, down 80% from the all-time high. Against ~$336M annualized revenue, that's 3.1x on market cap. Assign 30% probability to the burn and you're picking up ~8.1% in expected price impact from that scenario alone before any multiple rerating. The upside only requires the team to act in their own financial interest.

@unusual_whales Asteroid looking good here

@fundstrat Start buying boy

Touching thread

@yassirwtf Winners win.

@l2fika Too many low IQ people with followings

Posts like these always make me so mad, all of these traders who somehow made 8 figs on fartcoin have somehow never heard of a tweet play “Team/insiders” like some dude didn’t just launch this shit off of his tracker 😭 Just confidently wrong and out of touch

@digo_x2 @MEXC @HyperTracker Legend

Two weeks ago, I decided to use the small balance I had left in my @MEXC wallet (~$1000) and dogfood our cohort data @HyperTracker I decided I was only going to take trades on this wallet based on insights that were shared in our weekly Market Wire on the CMM YouTube Namely, oil short (from last week’s episode), S&P 500 long (this week’s), and metals shorts (also from this week) Decent start to the month 🤞🏽 study HyperTracker.

@based16z Yea

Hims

@mynameiisnathan Retweet

@nikitabier Not bad kid

𝕏 has always been the best source of financial news for traders and investors. Billions of dollars are allocated every day based on what people read on Timeline. Today we're launching our new Cashtags feature in the US and Canada on iPhone, bringing real-time financial data to X. Here's how it works: 1. When you search for or post a cashtag (or contract address), X will automatically suggest matching stocks or crypto tokens, so you can select the exact asset you had in mind. 2. Anyone who taps a Cashtag will see posts mentioning it along with its price chart—without ever leaving X. This ensures that you're always matched to the chatter for the right stock or token. Cashtags are just the first step in our commitment to be the best destination for the finance and crypto community.

@bassethound270 @nightcore Noti gang🔔🔔🔔

@nightcore if u dont getcho ahh back in dem twitch chats 😂🤣

@mynameiisnathan @lBattleRhino What about peepa and dog coin on pumpfun

Some earlier memes looking absolutely primed, would be great if we saw follow through this coming week As far as the whole of crypto, I think as long as equities don’t violently nuke we’ll be good, some choppy downward action is likely to be tolerated well enough if it comes

@yaevwastaken Ur onto something kid.

What if Shazam worked for charts? I vibecoded it.

We're just getting started. Coming to your favorite terminal soon. See fresh and dormant activity directly on chart and via our feed. discord.gg/sPyyTYN32u

@vermeilsgold Fatass