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pyrocapital
Joined July 2020
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pump.fun/u/pyro
High probability solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx has bottomed.
@LaunchOnSF just launched Baskets allowing trades between multiple quote assets with one token. Should pull in more volume via new pairs.
As conditions continue to flip, i'm expecting a massive rally similar to the one that took us to ATH.
Observation
solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR 60m, solana:HuAXPyDWDaMYFKuwQHpqL1oPnj93zdzWmtvFGzCeCUa7 40m, solana:DEW9dSN6QpWyNthphCpMmAbZP1Q4cEKR9xQXAri98WDP 20m.
Top 3 on the platform are already worth more combined than the ecosystem token (solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx)
Pyro retweeted
Introducing Baskets, powered by @useDiversiFi.
You can now launch coins on Solana paired with multiple quote assets, through a single basket token.
FRONTIER is now live, combining $OPENAI, $META, $ANTHROPIC, $SPCX and $GOOG.
Only on StonkFun.
Pyro retweeted
We've all seen the regular stats about how bad @Pumpfun tokens are. About how the vast majority of traders lose money.
But the gigabytes of data I've been assembling over the past few days paints a much darker picture.
I've spun up a VPS and am in the process of backfilling a hoarde of data (burning a ton of Helius credits) and comparing @Pumpfun to @LaunchOnSF
Because of how many tokens are launched every single day the backfill process is still running, although I do have enough data to start being statistically accurate.
I'm capturing data for the entire last month as well as logging all new data in real time. An expensive project, but a valuable one.
For example, I already have learned:
Tokens that have graduated on @LaunchOnSF are 3X more likely to still be active within 24 hours than graduated tokens on @Pumpfun
That jumps to 5X a week after graduation.
While both launchpads have a less than 2% graduation success rate what happens next is the most telling.
Pump fun also has a much higher rate of "fake liquidity" (support being placed and then pulled before rug) than Stonk tokens.
How do I know?
My system is also tracking every single liquidity event. It's watching and logging every time people play games with liquidity in order to manipulate a chart.
More insights will be shared with the greater amount of data I capture/backfill.
This will be interesting.
Pyro retweeted
Introducing the community vault LP upgrade.
The next step for LONG stock pairs: becoming the liquidity backbone for tokenized stocks on Robinhood by holding the largest external liquidity positions.
Top LONG pairs already capture 20–40% of their underlying stocks’ circulating supply. They drive demand, concentrate liquidity, and generate substantial trading volume through main stock pools (STOKC/USDG pools for example)
Now, community vaults can put their stock liquidity to work directly in those pools.
By reallocating liquidity into USDG/STOCK pools, stock pairs can become the largest LPs supporting the same stocks their communities are built around, capturing more of the upside from the activity they help create and any general stock activities.
LP fees flow back into the vault, where they can be used to compound the same USDG/STOCK LP position and fund upcoming modules.
From driving demand to providing liquidity, earning fees, and building deeper community-owned liquidity over time.
The rollout starts with OG pair vaults, beginning with the highest-value vaults. We’ll gradually expand access to this feature to all pairs on LONG, including pairs without active vaults.
LONG.
Stonk mode.
When I was originally buying solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx ~$5m mc, my thesis revolved around two core pillars
1. RWA becoming an overarching narrative on Solana ✅
2. Revenue quietly burning away all circulating supply ✅
Both of the above have accelerated since my original thesis with an added layer of resilience and social proof.
Similarly to where we were a month ago, the market is still not pricing in durability for this protocol.
The way I see it, this narrative isn’t going anywhere, and @LaunchOnSF has definitively won the RWA vertical, and produced more runners than any other launchpad we’ve seen recently.
Many outside factors are holding this down, and consensus is far from being behind this Trade. Ironically, it reminds me a lot of solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn prior to its recent run.
Pump traded below a P/S ratio of ~2.5x earnings at the bottom. I was also banging the drum on that trade.
Same trade, just more multiples on the table. News flash, both Stonk and pump can (and most likely will) coexist.
Beachball underwater. Still the most undervalued and compressed token from a P/S perspective
Comfy.
Alpha is in bidding infra plays before CT catches on.
$GENIE is building a trading toolkit on Robinhood Chain. snipes, copy trading, price rules + alerts, all managed from the control panel.
Type out your strategy in plain english, review the rules it creates + let the agent handle execution.
For example, if you wanted to set up an agent to copy profitable traders, you can set parameters and let the bot handle the execution.
The gamification angle gets interesting when you get creative with these agents + strategies.
Only so many hours in the day, let the bots do the trading while you focus on finding the next play.
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I can't stop watching this.
@realDonaldTrump bagworking solana:DEW9dSN6QpWyNthphCpMmAbZP1Q4cEKR9xQXAri98WDP
.@POTUS corrects the Fake News: "It's not AI. It's SI... We've changed the name officially to SI... Super Intelligence."
Pyro retweeted
StonkFun Revenue
(September 29th)
Revenue: $1,163,248
Buybacks: $703,175
Burned: 2.75M solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx
stonkfun.xyz/revenue
Thank you for 20k on @fomo ❤️
Not one to post PNLs on 𝕏, but seeing my followers hit trades alongside me & genuinely win from the plays I share is what makes trading in public so rewarding.
Appreciate every last one of you guys 🫡
My Trades: fomo.family/r/Pyro
Pyro retweeted
btw no ones ever perfect first time around.
we all pay tuition at first. we all roundtrip our first big win. we all learn through experience.
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx is still in its first inning & has an incredible runway this cycle
September 6th was the first time Stonk crossed $1M in daily revenue.
Which was literally 2 weeks ago...
Since then, the numbers have only gotten more consistent and majority of mindshare has been captured by Stonk pairings.
- 16.78% supply burnt forever, ~$50M at current mcap ($250m)
- $18M+ in total revenue
- $10.75M in total buybacks
- $2.67B in total trading volume
Stonk has already flipped Pons in daily protocol revenue and has even flipped Pump on individual revenue days.
What makes this even more interesting is how value flows back into the ecosystem (this is where Stonk completely outshines Pumpfun).
Pump had over 2 years to build its liquidity, distribution and dominance on Solana, while holders spent years waiting on airdrops and incentives that never materialized into anything for their holders.
Stonk's model is much simpler.
The value is already flowing back onchain.
Revenue buys solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx. Stonk gets burned. Supply gets permanently reduced.
And IMO the bigger unlock is that this value accrual isn't limited to Stonk itself.
Any token can pair with solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx, allowing ecosystem tokens to tap into the same flywheel while creating more demand for Stonk.
More pairs create more volume, more revenue and ultimately more buybacks.
@LaunchOnSF will continue to capture more mindshare and will be the leading launchpad on Solana.
