welcome to the otherside.
there’s is a big difference between pump and otherside though
1) the market believed in otherside more whereas they want to trade pump for a 2/3x in size. when something is consensus its uh not always good.
2) the market does not like alon + pump - all he does is dump solana and encourage pvps
with that said vcs etc will do comps on PF revenue + pf is the biggest product and most well known of the cycle. + with a flywheel it definitely has short term bullishness.
like virtuals with so little revenue is $1bn
so pf does seem low
but also wonder if the trade is the launchpads at way lower valuations but high revenue relatively
ie bonk and launch
and then you have $hype at $12bn
so then this makes pump cheap or hype expensive relatively (short term) when you look at revenue multiples
pf will likely flip bonk again as we get close to tge
bonk will be interesting after pump tge
launch will continue to gain market share due to its curation, incubation, branding, targeting of top devs per their tweets, nikita bier and birkin bags.
launchpads are the new memes.
yuhh
I’ve seen enough - bonk is going to reflip pump quickly
The kolscan acquisition was weak + the p&d of token by vape cabal showed the market pump is not a serious business
Ultimately launchcoin will win but you are not ready for that conversation yet
Still think the pump presale will be profitable but its like those hyped nft launches, floor it asap unless they announce a flywheel and even then floor it within the first few days post imo
wyt @yellowdoodle1x is this a midcurve take?
founder being deep in the trenches is best way to achieve pmf and is making bonk fun stand out rn
I’m a strong believer in if I’m not as locked in as the trenchers who are in the game that are making it or made it already then I’m doing the space a disservice.
Some mfers are really putting 18 hours a day into this shit every single day so I must put at least 19 hours a day and make it my mission to know everything they know.
I can’t be the voice of change if I’m not in the mud with the people it just doesn’t work.
This is something that money can’t buy, I genuinely care more about the people who support us than anyone ever will.
yep - this is first meta i can see onboarding from those reluctant
but we will see
if i was @pasternak i would remove that social media team he hired - i dont agree that you should troll for launchcoin market segment
introduce flywheel this week
do the high profile founder launch asap
market make the eco like bonk does with theirs
do a media tour on spaces etc
doubt he will listen or see but these above steps are easy.
if he instead just teases flywheel again - send to 0
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