
Ex. Professional player: @Samsung @swkcapital @hideoutnft
Joined January 2019
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Will deep pockets come out and support a @VitalikButerin praised project that is migrating to eth?
@Trueo_ stands out because its on-chain / decentralised. Transparency is so important especially for prediction markets. We all know how shady and manipulated the top ones are. UMA has fucked me over multiple times.
I still think its undervalued regardless of the platforms volume, if they can even compete for a fraction of market share then its game over. Would be stupid to not take a gamble.
The average new gen trader can't comprehend anything outside of pump. Its quite funny how adamant everyone is on going back to the platform that has max extracted all its users for years now, yet everyone still supports (paid).
I get its engraved in the culture and it sparked something that reinvented how tokens were traded onchain, but in order for the Solana eco to keep growing it needs to escape how suffocating pump has become.
Jamz retweeted
The answer is a lot simpler than you think
Pumpfun has had horrible sentiment from lying and decieving their users, harvesting them like cattle, and not airdropping
Social capital for pf is near zero for anyone with a pulse
Meanwhile hyperliquid trades at way more multiples when the rev is lower and the average user doesn't even trade perps
Dethrone pump fun and watch what happens next.
$STONK can and will trade at ridiculous multiples and premiums because of the social capital baked into it
Make a bunch of people rich and build a better ecosystem, the rest takes care of itself
Why do meme coin launchpads trade at such depressed valuations?
$PUMP around 4x annual revenue?
$PONS under 2x annual revenue?
$STONK similar…
Some think because of competition popping up but the stock market will tell you otherwise
Stocks regularly trade on 20x multiples or far greater with plenty of competition in their respective niche
Think the #1 reason for depressed multiples on these things is:
Mainstream finance and retail don’t believe memecoins are sustainable
Therefore the launchpads that host them are just as unsustainable
This is always their belief pre-bull market
but once full bull hits, they always shift that belief.
Every single cycle.
All it takes is some serious euphoria to get through to mainstream finance and retail on majors
Paired with a single billion dollar memecoin runner to swallow lots of attention
When we get that billion dollar memecoin runner, expect these launchpads to go vertical right alongside that coin
Billion dollar meme on Solana?
STONK and PUMP go vertical
Billion dollar meme on Robinhood Chain?
PONS goes vertical
If you believe a meme on any of these chains will hit a billion this cycle, these launchpads are the easiest trades to take.















