Peanutninja

@snipeder The reason its bonk time relativity is because they are so many groups bunched together. It is extremely difficult to build and launch fast when you working in between wlfi, graphite, raydium, all at once. Pump is a small team, who can do what they want. They can ship and move.

Can i be honest about something? From my own interactions with the Bonk team, I don’t think they’re grifters or trying to extract from CT. My read has always been that the issue isn’t bad intentions — it’s poor execution. Bonk has consistently shown a shockingly low sense of urgency when it comes to things that should be treated as critical. This recent situation is a perfect example. When your main revenue-generating product is down for days, that should be all-hands-on-deck until it’s fixed. Instead, it feels like things move on Bonk time and at their own pace, not market time. Thye simpley dont care. Even if we cut them some slack and assume they are working tirelessly behind the scenes, what stops Bonk from providing constant feedback on how they are handling the situation? Its just been a sad fall-off. That’s the difference I see compared to @a1lon9 wrt execution. Pump will never be vulnerable enough to be hacked let alone allow it linger for this long. Its been 6 whole days!!! Bonk takes a more relaxed approach with everything, and it shows up in the results. Saddens me cos i used to be one of the biggest fan of Bonk until they fumbed USD1 so badly and i moved on.

🚨 Another 2% lock of tokens bought at market until we reach $10mm MC. I keep telling you, I’m dead $SERIOUS about making this the n1 bonkers coin and change the game. Here to stay. Here to grind. We are serious. Ready to smash another ATH 🚀 @bonkfun app.streamflow.finance/contract/solan…

We have been made aware of the situation involving Cece during the recent creator tournament. While we have worked together previously, we do not support behavior that targets or disrespects other creators. As a result, we will not be continuing any partnership moving forward. We believe in keeping competition respectful, and we wish everyone the best going forward.

@cryptogle bro, america dot fun is literally a white label on top of bonkfun, what is this friendly fire LOL

While I applaud the idea of giving bonus funds to traders, the way this contest is designed essentially just makes the rich richer, and does nothing for the Regular Joe trader. I don't think the highest pnl trader is the "best onchain trader" just because they start out with more cash, and therefore make more pnl. If the contest was set up by pnl%, rather than pnl$, it would be more egalitarian and motivating to folks, and actually indicate who the best traders are. (just wait: this feature change will probably be made now that I've talked about it, as we see in many other situations) It shows that we at @americadotfun really do have a very different ethos on what on-chain trading and opportunity should look like. We want everyone to have a chance to do well, no matter what level they start at. Come check out the tokens on America.fun and earn some points trading if you see something interesting.

@xxyounjung @SolportTom @mellometrics if you're talking about the gp reserve its been in action

@SolportTom @mellometrics just curios about strategic reserve you said last november,tom. is that will happend or you guys already move on? because many communities on bonkfun eco waiting about that news

Ok, it’s time to officially step back into the trenches. We’ve been working fucking hard these past few months on how to be competitive and how to achieve results again. Last week, we changed our system to fix core issues with creator fees. This week, we’ve officially teamed up with Axiom to up our game even further starting with $200,000 per week being given to the top traders on USD1 BONKfun pairs each week. Let’s run it back. It’s go time.

@FTPager @rebelwithsnacks @worldlibertyfi @bonkfun Bonkfun is the only one that can launch usd1 it's in the contract

@rebelwithsnacks @worldlibertyfi @bonkfun It's going to get really interesting if/when pumpfun unleashes USD1 pairs, cause USD1 pairing is permissionless right? RIGHT?

So what did Alon do to steal the mindshare back while @worldlibertyfi and @bonkfun decided to slow down after a strong week: • Pumped White Whale to 100M (yes, I love the WW lore, but I’m 100% convinced he’s getting heavily boosted by PF). • Launched another creator coin, $FISH, pushed it to 10M, and keeps boosting it. • Loaded up his deployment bots and dropped a huge amount of vibecode tickers, kickstarting a legit mini-meta. • Started aggressively boosting the OG tickers. • Unleashed his badges to FUD Bonk and the USD1 eco directly quoting Mello. @mellometrics you guys started celebrating your volume way too early. Either go full GAS behind the scenes or this is turning into Bonk 2.0.

. @GraphiteProto is 40% of the bonk cash cow they’re claiming back stops a billion dollar meme $GP is the best r/r play in the whole space once again, emissions reduced and now well under buyback pressure. @worldlibertyfi partner for $USD1 launches This time will be different ☝️

@Ai4Alpha You are missing infinite context, the top holder is the staking wallet and the team that can never sell owns a huge chunk

$GP's 7.6% Bonk.fun fees fuel massive burns & explosive gains. But 53% of supply sits with just 10 wallets: a whale dump time bomb. Is the reward worth the risk? Our full thesis, your deep-dive. 👇 thesis.ai4alpha.io/reports/solana… $GP #Solana

@NotStewii @chillhart @GraphiteProto @bonkfun graphiteprotocol.io

@chillhart @GraphiteProto @bonkfun Thanks for clarifying. Just looked at the numbers here revenue.letsbonk.fun . Is the 38% equity ownership of the plattform ? Not saying that $gp is overvalued - just a comparison to highlight an asset that is valued at basically 0 by the market.

To put it into perspective - @GraphiteProto $Gap sits at 45m mcap with ~ 8% claim of @bonkfun revenue. $bnkk has 51% revenue claim, ~ 3% of $bonk supply and going into 2026 with a clean balance sheet. Neither the trenches or wallstreet acknowledges this, for now. Triple digit when we get memeseason

@NotStewii @chillhart @GraphiteProto @bonkfun yes, 38% of all bonkfun revenue goes to the $GP team 7.6 percent going to buybacks

🚨 THIS is the part of the $GP thesis almost everyone is missing - and it changes everything. Most people look at @GraphiteProto and say: “Only ~8% of revenue goes to buybacks.” They stop there. That’s the mistake. Here’s the reality 👇 @bonkfun is now doing ~$500k/day in fees. That’s ~$182.5M per year. Graphite owns ~38% of that. 👉 ~$69M/year flows to GP. Yes, 8% goes to buybacks. But what about the other 92%? It stays in the treasury. Let that sink in. GP isn’t just a buyback token. It’s a compounding balance sheet with optionality and mr. @SolportTom knows it 😉 On current numbers alone: • Buybacks: ~$5.5M/year (real, mechanical demand) • Treasury inflow: ~$64M/year • Current treasury: ~$25M cash If revenue stays flat: 👉 Treasury in ~12 months ≈ $90M 👉 Treasury in ~24 months ≈ $150M+ This is before: • Any fee growth • Any increase in buyback % • Any strategic deployment And here’s where it gets interesting. At any moment, the team can: • Increase buybacks • Do one-off tenders • Buy supply OTC • Aggressively absorb float during low liquidity This means GP has OPTIONALITY, not just yield. Most tokens: ❌ Live quarter to quarter ❌ Depend on vibes ❌ Can’t defend their own price GP: ✅ Generates real cash ✅ Retains most of it ✅ Can decide when to go on offense That’s not a meme coin model. That’s a capital allocator model. Now add the supply dynamics 👀 • Team already controls ~38–40% of supply • Buybacks are continuous • Float keeps shrinking • Sellers eventually disappear When supply tightens and demand stays mechanical… Price stops being linear. This is how you get violent repricings. Context check: GP traded ~$6.74 last summer. Today it’s ~$0.70-0.80. Same ecosystem. More revenue. Much bigger treasury. Stronger positioning. The market is pricing the 8%. It’s completely ignoring the 92%. That’s the alpha. I’m extremely bullish. I currently own ~1.5% of GP and I’m still accumulating. This is one of those setups where: • The downside is balance-sheet protected • The upside comes from control + scarcity • And the reprice happens fast once it starts Not financial advice. Just one finance bro pointing at a compounding machine hiding in plain sight. 😉

🚨 This Valuation Gap Is Getting Absurd @bonkfun is back to doing $150k–$250k DAILY in fees. Quietly. Consistently. Now read this slowly 👇 • @GraphiteProto / $GP owns 40% of BonkFun • ~8% of fees used for buybacks • Major platform update coming • #USD1 adoption accelerating w/ @worldlibertyfi support And yet… 🟢 Graphite market cap: ~$12M 🟢 Treasury: $15M+ (yes, more than the MC) Meanwhile… 🔴 @Pumpfun valuation: ~$1.7B Same sector. Same user base. One priced for perfection, the other priced like it doesn’t exist. This is what mispriced cash-flow optionality looks like before the market notices. Charts come later. Revenues reprice first. CA: 31k88G5Mq7ptbRDf3AM13HAq6wRQHXHikR8hik7wPygk

@cryptogle @vesper0x @americadotfun What in the troll is this. America.fun is a white label on bonkfun, how can it even be a competitor, all your volume is on the bonkfun platform

I just saw this heat from the talk @vesper0x gave today about @americadotfun in Abu Dhabi 🔥 🇺🇸

RT @MMSniperSol: @onecoin (#1coin) is going parabolic as a $wlfi team wallet starts a $250 DCA on it. People forget about the strategic par…

It’s time for $GP to change and go back to the start to rebuild. We’re looking for top talent to join the Graphite team for the next chapter of our journey as Phase 2 of the WLFI kicks off and @LiveBonk begins to go live. Your focus will be on helping us rebuild the token, the community, and become a core part of the team moving forward. Note: This is a role within the Graphite company itself, not within any of the products operated by Graphite. We’re currently hiring for the following positions: 1. Marketing Director / PR 2. Social Media Intern 3. Business Development If you believe you can be an asset to the team, please reach out to @solportskg via DM. We're looking for people with experience/proof of work only. 🫡

Trust the process @TaiyoRobotics @GraphiteProto @SolportTom 🤝💯❤️

@8lazing Show me how this is any different from pump. Agree with me that both ecosystems are just farming people. If anything everyone hates bonk already and I don't see people hating pump enough

Show me one coin on the bonk ecosystem that has sustained its growth. You can’t because they all got farmed. You don’t hate their ecosystem enough. Let me also reiterate that when I was working with the bonk team on $Ani they lied about supporting it and didn’t give a penny to the project whilst also rerouting the funds / fees from the original dev / deployer to keep the money for themselves. The only thing they care about is keeping money for themselves to pump this dog water project. Absolute scum bags lmao. One again show me a coin that has sustained growth on bonk.

$USELESS is a dog shit forced narrative. The bonk team raped their whole ecosytem to artificially pump it whilst leaving investors fucked. To top it all off wintermute owns 20% of their supply & and I wouldn’t be surprised if they used them to farm other coins on their ecosystem. We all know how memecoins market made by wintermute end up right? Here are some examples but the list goes on FOREVER:

@OnlyLJC @GraphiteProto it's a tricky thing to calculate, cause each nft gains more gp the more you stake it, originally from 5 - 16 for 2 years staking. and everyone staked at different times. I think before it was about 20k gp emitted a day, but this figure is flucuent off unlistings and unstakings

@GraphiteProto Where can we see the daily emission of GP? It doesn’t say on the site or neither ApY for staking.

As our first major change for $GP, NFT emissions will be reduced by 70% per day starting Wednesday, October 15th, 2025. This will allow buybacks and future revenue to have a bigger impact, promoting a better balance between NFT and $GP holders. For more information about the change, check the Discord announcements.

@Jeetburner 2 million dollars in sell smashed the wall bro

$1m buy wall (?)

@imperooterxbt Yup, cause tom buying 1mil gp, is good for him. Bro buys 1 mil of gp and all the haters say hes selling, when it was one taiyo whale that nuked the chart and everyone following with