Theses & replies
BASE CASE: $750M $STONK. Another $500K+ revenue day. At this point, $500K isn’t an outlier — it’s becoming the baseline. Even with ZERO further growth: $500K/day = $182M+ annualized revenue. And a significant portion of that revenue continuously BUYS $STONK from the market and BURNS it permanently. Revenue keeps flowing. Buybacks keep firing. Supply keeps shrinking. We’ve already watched revenue-driven platforms like $PONS and $PUMP command substantially larger valuations once their economics became impossible to ignore. $STONK doesn’t need another revenue explosion for the thesis to work. It just needs to maintain what it’s already doing. $750M base case.
would say you guys are late but you’re genuinely early, spend some time researching the tracjecotry of this project… this is the beginning of a new cycle of wealth
would say you guys are late but you’re genuinely early, spend some time researching the tracjecotry of this project… this is the begging of a new cycle of wealth
the base for STONK is 500m - 1 billion mc with or without you… and that’s the BASE! 😂
$500M–$1B is my BASE CASE for $STONK. Here’s why: StonkFun has now gone 10 straight days without revenue falling below ~$599K. Multiple $1M+ days. A $2.2M peak. And ~$600K is starting to look like the floor — not the ceiling. We’ve already watched this playbook happen with launchpad tokens. $PONS exploded as revenue accelerated and buybacks turned platform usage into direct token demand. $PUMP reached multi-billion-dollar territory after proving that launchpad activity could generate serious recurring revenue and fund aggressive token buybacks. Now look at $STONK: StonkFun went from $20K–$80K revenue days to $600K–$2M+ days in weeks. At just $600K/day, that’s roughly: $219M annualized revenue. And a significant portion of that revenue is used to BUY $STONK from the open market and BURN it permanently. Usage ↑ Revenue ↑ Buybacks ↑ Supply ↓ Meanwhile $STONK is still sitting around a ~$150M valuation. PONS is already around $450M. PUMP is around $1.8B. I’m not betting that $STONK needs to become the biggest launchpad in crypto. I’m betting that if ~$600K+ daily revenue proves sustainable, a ~$150M valuation won’t make sense forever. That’s why $500M–$1B isn’t my moonshot target. It’s my base case.
My base case for $STONK is a $500M–$1B valuation. StonkFun has gone from ~$20K–$80K daily revenue to regularly producing ~$800K–$1M+, with roughly 60% of revenue being used to buy $STONK off the open market and burn it. That creates a simple flywheel: More platform usage → more revenue → more $STONK bought → more supply burned. The thesis doesn’t require revenue to keep growing exponentially or 57% of supply to actually be burned by EOY. It simply requires recent usage to prove sustainable. If StonkFun can maintain even a meaningful portion of its current revenue while expanding RWA/tokenized-asset adoption, I believe $500M–$1B is a reasonable base-case valuation, with significantly more upside if revenue continues growing.
🚨 ZSQUIRREL is ZCASHs offical MASCOT 📈 14k mc EARLY ASF 🐂 THE CEO CONFIRMED IT HIMSELF ⬇️ 🚨 PAIRED TO ZCASH DO IT FOR STONK https://x.com/zooko/status/976586313183870976?s=46
Shilling ZSQUIRREL ZCASHs offical mascot do it for the fellow stonk brothers 14k mc check this Twitter link to confirm it is the offical https://x.com/zooko/status/976586313183870976?s=46
Less than 10K holders on a 150m coin????? Boner has 11k plus and is it 23m….. lol I’m confused
Don’t come here for a quick flip tbh, come to hold. This is a pons type potential coin. There is meme stock war and Solana does not want to lose.
Don’t come here for a quick flips tbh, come to hold. This is a pons type potential coin. There is stonk war and Solana does not want to lose.
STONK shilled to Toly (7 Million Followers) - slowly then all at once. 🚀 https://x.com/toly/status/2096013275582660721?s=46
ZCAT only has 703 holders on fomo…. FOMO is still asleep on ZCAT and it’s already an 8 figure coin.
🚀🚀🚀
@dydcrypt0
“And you shall remember the Lord your God, for it is He who gives you power to get wealth…” Deuteronomy 8:18
- Trades
- 887
- Swaps
- 1.8K
- Volume
- $130.9K
- Avg hold
- 13h
- Total PnL
- +$31.4K
Top closed
Updated 2d ago752 closed · top 5 by realized PnL
- $INDEX closed Sep 13 · in $111 +$3.7K+3,312%
- GameStop closed Jul 27 · in $661 +$1.5K+234%
- Bear On Pole closed Jul 23 · in $135 +$666+494%
- $CONCERN closed Sep 4 · in $109 +$566+520%
- Hover closed Sep 8 · in $184 +$542+294%
Active holdings
Updated 2d ago$23.1K total · 59 tokens
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STONK #1Value $22.7K 100.6K STONKProfit +$22K+1,306%
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USDC #2Value $328 328 USDCProfit —
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Value $31 4.3M SAMERICAProfit -$18-38%
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Zcash #4Value $2 0 ZECProfit —
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Value $2 0 HIMSProfit —
Value at the latest price. PnL is realized + unrealized on the current position, and % is of the amount invested in it. "—" means fomo has no entry price, so PnL can't be worked out.
On fomofeed
- Theses
- 54
- Replies
- 0
- Tokens
- 1
- Avg position
- $24.5K
- Median PnL at post
- +2,094%
- Last thesis
- 1d ago
Chains
- 54
Fades on their calls
all →No fades on their calls yet.

