$PUMP needs a genuine, retail PR pivot:
- Their users are rekt
- No airdrop.
- Extractive ICO
- Trading below ICO sale
- Continued to send $SOL to CEXs (to dump)
$BONK now DOMINATES by all metrics. Most notably:
- 85% market share in daily graduate tokens
- 82% dominance in volume
- Crucially, 5x the revenue at $1m
BONK has better image of community aligned launchpad:
- Supported Solana after FTX collapse
- Airdrop to Solana community
- 50%+ buy backs and burn for $BONK (vs. not-really-transparent $PUMP buy backs)
I'm writing this while holding a small bag of $PUMP, expecting a real pivot from the team.
But their lack of transparency is a huge concern.
- Is the team still greedy to deliver after they got generational wealth for themselves?
- Is the airdrop coming?
- Are they shipping new features?
- Will they automate and increase buy backs?
Overall, launchpads are a bull run phenomenon: they always come and go.
Yet $PUMP has strong mindshare and a notable brand name.
Unfortunately, that 'notable brand name' is negative for many due to extractive actions and lack of transparency.
Pump is now the underdog against $BONK.
But at the 50% the MC of $BONK, a hated, scam pump rally for $PUMP isn't improbable.



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