
Zhu Su|Jul 16, 2025 16:31
Why pumpfun tge is bullish for sol
1) pf actually doesnt own any sol, it is not like they can dump loads
2) it is a false mental framework to say that pf “dumps sol” in general. Users start w usd, buy sol to join the trenches, pay sol fees, platform sells back to usd. This is just consumer business
3) more attention on revenue generation occurring on solana is insanely bullish for the native asset of the venue that it is occurring on, both in terms of forward looking attraction of founders and rerating of it as an investment grade consumer protocol
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