Avocado Toast
@avocado_toast2
Enigma Capital | @breakfastclubbd | Toast Trades
No one owns enough $HUSTLE once the flywheel kicks in
🧵 $HUSTLE Buyback Napkin Math -50+ projects in the pipeline -Projects w/ $1m+ in liquidity migrating -Buybacks come from fees on liquidity recovered from migration Though specific % of revenue funds from platform going to buybacks haven't been publicly stated yet -…
$KTA is back over $1 accumulation over let KTAugust begin
$KTA You see this chart and then you realize how many narratives it fits into - Tech: highest throughput chain (10m+ TPS) - Stablecoins: onchain payment rails that connect banks, payment processors, and other crypto chains - Compliance: embedded identity & KYC - RWA: anchors…
imagine you have two big cities: city A and city B both are economic powerhouses but a giant hurricane hits city A and demolishes half the town; at the same time, city B has also been pulling ahead in a few key industries, creating relatively more jobs all of a sudden, there is…
thesis for migration meta 1) while the short-term thesis is pumpfun -> bonkfun migration, in reality memecoin launchpads will be subject to power laws like any industry as such, migration of projects from many losers to the one/few winner(s) is likely as the market matures;…
thesis for migration meta 1) while the short-term thesis is pumpfun -> bonkfun migration, in reality memecoin launchpads will be subject to power laws like any industry as such, migration of projects from many losers to the one/few winner(s) is likely as the market matures;…
imagine there's a way for pumpfun projects/CTOs to migrate to bonkfun created by an experienced team that has already been doing this for yrs with tokens/NFTs and there's a good chance bonkfun is already looking at it buyback flywheel also TAM is quite literally every…
The first cohort of $HUSTLE migrations begins in August. Multiple teams will be announcing migrations from Pump to Bonk and other ecosystems. Max virality on the TL. @jakegallen_ and co. have been building this since December when they realized the issues they faced were…
so it begins; first pumpfun -> bonkfun migration starting and seems to be getting noticed by bonk core team $hustle
so it begins; first pumpfun -> bonkfun migration starting and seems to be getting noticed by bonk core team $hustle
so it begins; first pumpfun -> bonkfun migration starting and seems to be getting noticed by bonk core team $hustle
so it begins; first pumpfun -> bonkfun migration starting and seems to be getting noticed by bonk core team $hustle
imagine there's a way for pumpfun projects/CTOs to migrate to bonkfun created by an experienced team that has already been doing this for yrs with tokens/NFTs and there's a good chance bonkfun is already looking at it buyback flywheel also TAM is quite literally every…
There are about 3 M SOL ($500 M) locked in launchpad LPs and billions more in stagnant liquidity for coins trending to zero. Teams want to migrate for various reasons (LP fee access, supply control, narrative pivot, attention resuscitation, etc), but migrating a token is not…
imagine there's a way for pumpfun projects/CTOs to migrate to bonkfun created by an experienced team that has already been doing this for yrs with tokens/NFTs and there's a good chance bonkfun is already looking at it buyback flywheel also TAM is quite literally every…
imagine there's a way for pumpfun projects/CTOs to migrate to bonkfun created by an experienced team that has already been doing this for yrs with tokens/NFTs and there's a good chance bonkfun is already looking at it buyback flywheel also TAM is quite literally every…
🧵 What if the project @SolportTom ( Dev of @bonk_fun & $GP) is teasing us about has a token? After schizo diving (thanks to a tip off from @dwellerxbt ) I'm 99% sure I found the 🍯 x.com/SolportTom/sta…
fartcoin indicator down therefore expecting m2 liquidity to reverse, dollar devaluation, and rate hikes
longing alts today is buying pocket network at 0.02 typa vibes
coinbase with zora and ethereum with talos finally learning the sol & bsc playbooks
think it's all quite priced in at this point
Stocks spike on this *US AND EU CLOSE IN ON 15% TARIFF DEAL: FT