$STONK vs Pumpfun — stock & custom launches, 16 sep Stock pair: $STONK 508 (-40.7% dod) Pumpfun 413 (-70.5% dod) Custom pair: $STONK 2,258 (-15.1% dod) Pumpfun 1,119 (-67.3% dod) plot twist: Pumpfun was winning combined share 58% on the 15th. one day later $STONK 's back on top at 64%. nobody grew — Pumpfun just got rekt harder on the pullback since sep 6, $STONK 's still the house: 59% of stock launches, 54% of custom. numbers don't lie 📊 http://terminalofstonk.fun https://x.com/stonkstats/status/2100402677771624504?s=20
Thread
- Posted
- 2026-09-17 01:54 UTC
- First seen
- 2d ago via the feed
- Chain
- Solana
- Position when posted
- $18.5K
- Likes
- 2
Other theses on this trade
$STONK key metrics — 18 Sep 📈 New launches: 7,324 (+50.2% DoD) 📈 24h volume: $80.9M (+23.2%) 📈 Revenue: $1.1M (+22.1%) 🔥 Burned: 2.60M $STONK (+3.2%) All green today — launches near-doubled, volume/revenue riding the same wave up. 🔥 163.5M ~ 16.4% $STONK burned all-time and counting. https://x.com/stonkstats/status/2101093773115830507?s=20
$STONK key metrics — 17 Sep 📈 New launches: 4,890 (+76.6% DoD) 📈 24h volume: $65.7M (+124.2%) 📈 Revenue: ~$900K (+77.9%) 🔥 Burned: 2.52M $STONK (+48.2%) 🔥 All-time burned: 161M $STONK (~16.1% of total supply) Strong rebound after two red days. Launches, volume, revenue and burns all bounced sharply, with activity back above the levels seen earlier this week. The key thing to watch: whether this momentum holds over the next few days. https://x.com/stonkstats/status/2100755971849236690?s=20
1/ Robinhood Chain vs Solana 5-days check (12 → 16 Sep). The breakdown we flagged on the 12th hasn’t really slowed down. 🧵 2/ Chain fees Robinhood: $804K → $235K (-71%) Solana: $709K → $751K (+6%) Robinhood got absolutely smoked as the $PONS V2 mania faded. Meanwhile, Solana fees stayed basically flat. 3/ App revenue tells the same story, even harder Robinhood: $2.8M → $834K (-70%) Solana: $5.2M → $4.5M (-13%) In just 5 days, Robinhood went from ~1.9x below Solana to 5.4x below. 4/ DEX volume is the outlier. Both chains printed ~$1.5B on Sep 16. Robinhood peaked at $2.0B on the 14th. Solana peaked at $2.7B on the 15th before rotating back to $1.5B. Volume converged. Fees + revenue didn’t. 5/ The takeaway: Robinhood still has the raw trading volume, but monetization has fallen off hard. Solana, meanwhile, saw much less deterioration in fees and revenue, suggesting its activity is less dependent on a single short-term narrative.
$STONK key metrics — 16 Sep 📉 New launches: 2,769 (-29% DoD) 📉 24h volume: $29.3M (-14.7%) 📉 Revenue: $505.8K (-15.6%) 🔥 Burned: 1.7M $STONK (-19.0%) 👥 Holders: 71,259 (-235) Second red day in a row — launches down the most, volume/revenue/burn all following the same slope down. 📈 Bright spot: Bonded/Mints ratio improved to 3.14% (87/2,769) — and $ALLINU was StonkFun's standout winner today. *UTC day still ~2h from closing at time of posting, so today's numbers will tick up slightly before final. 📊 http://terminalofstonk.fun
$STONK vs Pumpfun — Sep 15 Stock launches: • StonkFun: 856 (-4.5% DoD) •Pumpfun: 1,399 (-0.2% DoD) Custom launches: • StonkFun: 2,659 (-21.6% DoD) • Pumpfun: 3,426 (-34.3% DoD) The interesting part: custom launches got hit much harder on Pumpfun, while stock launches were relatively stable on both platforms. Market share tells an even clearer story: • Stock launches: StonkFun 59% • Custom launches: StonkFun 54% With the tokenized-equity rail, StonkFun owns the majority share. https://x.com/stonkstats/status/2100109151481614390?s=20
$STONK key metrics — 15 Sep 📉 New launches: 3,895 (-18.1% DoD) 📉 24h volume: $34.4M (-46.2%) 📉 Revenue: $599.2K (-31.2%) 🔥 Burned: 2.06M $STONK (-19.8%) 👥 Holders: 71,475 (-19) Activity cooled across the board, with volume taking the biggest hit. Will StonkFun recover? The coming days of on-chain activity should tell the story. 📊 terminalofstonk.fun
$STONK key metrics — latest update (14 Sep) 📈 DEX volume: ~$64M → Yesterday: $52.9M (+21%) 📊 DEX volume market share: 16.8% → Yesterday: 15.2% (+1.6pp) 🪙 New token launches: 4,755 → 39% market share in stock + custom pairs → http://Pump.fun: 61% 💰 Revenue: $870K → Yesterday: $900K (-3.3%) 🔥 $STONK burned: 2.57M → Yesterday: 2.24M (+14.7%) Meanwhile, market cap has corrected from $280M → $182M. The interesting part is that the fundamentals remain relatively stable despite the valuation reset. Now the market is testing whether these numbers can be sustained over the long term. If StonkFun can maintain ~$870K/day revenue, grow its DEX share and continue the burn mechanism, $182M could start looking cheap relative to the revenue being generated. The next phase is about proving sustainability, not just hype. http://terminalofstonk.fun 📊📊📊
repost, like https://x.com/stonkstats/status/2099669040428126646?s=20 stonkers, go support your bag!