在7/12 pump dot fun發幣達到高位0.187後價格到現在只剩下 1/3,現在價格相比協議收入和賽道天花板真的已經很便宜了,可能是個可以開始部署,看看要不要賭一把的時候 1/n
If you have faith Ben will make good on his word and create a flywheel for #launchcoin equal to or greater than that of $GP (7.5% of fees. ~750k-1M a week) these prices are quite literally free. (mathematically) Launchcoin currently has ~1M in liquidity... even a few 100k a week would be enough to drive this back to ATHs While things might seem scary on the outside, launchcoin has still managed to generate great volume VIA a number of very good launches this week If we were to put emotions to the side and think outside of the CT echo chamber, we would realize that volume has been fantastic. @pasternak has mentioned we are In "the final innings" of the flywheel and that it will be the "gold standard" Below is a simple comparison of the P/E of Believe, Bonk, PF, GP, and Clankers. Just like we saw $GP go up only once Tom started buying back with 7.5% of Bonk eco fees, #Launchcoin should follow suit. If your patient and don't have a weak stomach, from a fundamental perspective, the smart trade is accumulating launchcoin over the coming days/weeks in anticipation for the flywheel. Even if it is a sell the news event, the fundamentals will outpace sellers. My bag will likely get very heavy the longer we sit in the 60M range
這個恐怖的跌幅主要是pumpfun發幣預期已過,利好落地變利空,Believe平台又一直沒有祭出自五月起大家期待已久的飛輪,Ben用自己錢包買的幣又少得只是杯水車薪,再加上 $KLED 的離開和中間的drama 市場情緒到了冰點 2/n
但最近 $CRAY、$ORGO 等可以看到還是有些有實力、有產品的還是會選在Believe平台上發幣,如果Ben 實踐他的諾言,說不定能像 $GP 最近一樣漲 Ben也說到了「finally innings of the process」,再加上 Bonk的故事告訴大家launchpad護城河也是很脆弱,Pump也能在短時間內被超越,upside 可以很高 3/n
潛在風險 ⚠️ Ben是個大騙子,所有東西也是吹水,根本沒有飛輪 ⚠️ 價格跌破Believe平台重生後的新低,下方沒有有力支撐,沒有利好的話幣價可能會持續向下尋底 想賭的話可以現價開始小注DCA,但另一種較穩妥的做法就是等flywheel和回購方案落實,立即第一時間買進去,雖然買不到便宜的價格但安全 4/n
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