小捕手 Chaos|Aug 08, 2026 10:58
Looking back now, I’d say my judgment was pretty on point.
▌Long before Kaito blew up, I predicted it would be the next 'platform-level' opportunity.
▌Long before FOMO blew up, I also predicted it would be the next blockbuster app.
Now, http://Pump.fun has been exposed for poaching KOLs from FOMO, offering lucrative deals like a '$20,000 signing bonus + $30,000 monthly salary,' blatantly treating FOMO as their biggest rival.
Zooming out, we’re stepping into the golden age of the 'application layer.'
In the past, 90% of blockchain industry revenue flowed to the base layer (L1/L2), but this year, that number has dropped to 25%.
Where’s the money going? Straight into the application layer.
We have countless examples:
Hyperliquid
Polymarket
http://Pump.fun
And now, FOMO.
This list is only going to get longer in the future.
Sign up for FOMO - https://fomo.family/r/iamyourchaos
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