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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.
0/ We're bullish PUMP as the TGE is cheap & the trenches are a permanent state of affairs.
But Pumpfun's dominance is being challenged.
Below we explain why Pump has the levers to defend its market position.
2/ The crypto markets danced on Pump's grave post-LIBRA
Yet it remained a dominant app by onchain revenue in the mini bear market in Q1 of this year.
This durability turned heads amongst professional investors.
8.4.2025
pumpfun is the 2nd highest earning onchain app over the past 7 days
remember the high degree of skeptism over the past 18 months, specifically:
a) memecoining would not survive a down market
b) memecoining is low quality revenue for DEXs
both verifiably false
3/ As a consequence, there was strong demand from institutions for PUMP as measured by Pumpfun's most recent funding round.
But this enthusiasm comes on the eve of a massive shift in Solana launchpad market share away from Pumpfun.
5/ We believe Pump has many levers to pull post-TGE to defend its position & reclaim market share
& likely benefits from memecoin market growth LT & expanding TAM via crypto-native & crypto-adjacent livestreaming
For details, check out our deep dive report at @blockworksres
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