flipped pons in revenue and focused on token pairings a lot better than just a generic launchpad on a new chain
Older theses
1.4K in fomofeed
Guys… BILLIONS!!! This is a business! They have Solana’s support! It is beneficial for them if STONK does well!!
Time to shine $STONK! JUST IN: 🇺🇸 SEC approves limited trading of tokenized stocks on-chain under temporary exemption.
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.
The current valuation makes no sense. SEC moved innovation exemption forward. Stonk burning >50% of supply at this pace by EOY. Pump is 20X the MCAP with unlock overhang and poor user sentiment. This should be trading at multiple $Bs MCAP.
people were posting my trades making fun of my selling…I have more STONK coins than before, and more eco exposure as well. $1b!!!!
volume warming up, stonk already have 50% more revenue than yesterday at this hour
Hope you did not get shaken out. With the sickening revenues and burns, the solana foundation's full support, and the runners here (Zcat, ALLINU) that generated so much volume. I seriously dont know why you think they have a reason to fail. Keep your jeetery fingers, we will see each other again at a billie.
大概率stonk生态第二波启动了，过去三天感觉stonk生态的人都消失了，今天都出来了，这个时间点也是最合适的，未来一周stonk搞事情是可以把注意力都吸引过来的，论memefi还得看solana
Give me another project that kept generating 600-900k revenue daily while market was dumping and produced so many 10M+ runners in a matter of few weeks, I’ll wait. Stay $Stonk
Previous thesis, looking good. Still think the bigger move isn’t finished. $0.346 looks more like wave iii of 3 to me, with this pullback potentially wave iv rather than the end of the run. Watching $0.15–$0.17 as the main hold zone. $0.13 is the deeper support if things get messy. If STONK holds here, reclaims $0.20–$0.23, and starts putting in higher lows with volume coming back, I’ll be looking for wave v and another attempt at ATH. $0.35–$0.50+ first. If wave v extends, higher is definitely on the table. Lose the structure around $0.10–$0.11 and I’ll rethink the count. Patience game here. Don’t need to guess the exact bottom — just need STONK to prove wave iv is done. 🫡
$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
54.3K STONK burned in the last 10 minutes (5 txs), about $11.2K at current STONK pricing. 15.83% of supply is now gone. Burn velocity 0.20%/day.
I entered when the market value was $1 million, then traded in waves. Stupidly, I lost all my shares, but now I truly understand Stonk. This is a project starting at 3B, and currently only at $170 million—this is basically giving us money! That's why I keep buying at the bottom. With a potential 20X return, guys, conquer your fears and together we'll reap the fruits of victory!
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.
Stonk Eco waking Stonk up...Im waiting to see tomorrow through since sometimes the market screws of for 24 hours after these big meetings but then I hope we are still bullish
Bullish stonk https://x.com/hylo_so/status/2100328046708326746?s=46&t=xbY_S8dhGzChDxpfX4KfXQ
STONK
$STONK Solana StonkFun
$0.2489
-4.0% 24h
- Market cap
- $208M
- Liquidity
- $4.7M
- Volume 24h
- $31.9M
- Holders
- 74.6K
- fomo holders
- 27.4K
Top holders
Updated 10h ago27.4K fomo users hold $STONK · top 50 by value
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135.7K STONK burned in the last hour (12 txs), about $31.3K at STONK pricing. 16.04% of supply is now gone. Burn velocity 0.72%/day. more
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Prob candles right to new highs from here more
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300m by end of weekend easily. can really go anywhere now. Flip pons? more
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ive had like 5 dms this week from mfers telling me pump launching stock pairs and that i should TP it all. fk u, higher. more
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chances are far betting for passing wif aths at some point than they are not. i'll take that bet any day of the week. more
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Bybit listing :) more
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估计一周内就突破新高了 more
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Stonk revenue going ballistic again. Gonna end up being a 7 fig day. Stonk mcap is = the top two coins on the platform. The last time I w… more
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Solana chain takeover by STONK!! more
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IQ test fr.....We want the stonk! more
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cheap until 500m. meow more
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https://x.com/xbtdln/status/2084674782943932895?s=46 more
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STONK is at over 1m revenue today and it's only 8 hours into the day! Not sure this pace is maintained - it was partly driven by a couple… more
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Stonk 50b more
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I’m so freaking bullish it’s insane more
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Who would jeet here? 😂 more
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stonk family more
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no thesis yet
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When was the last time you bought something with a real shot at dethroning an ecosystem leader? Revenue numbers are there already. Marketc… more
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memefi will lead this cycle more
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200m mcap feels criminally undervalued. Means we’re still early boys more
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I entered when the market value was $1 million, then traded in waves. Stupidly, I lost all my shares, but now I truly understand Stonk. Thi… more
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buy dips sell rips run ittttt more
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pump flippening otw more
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bottom more
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I like the stonk more
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we farming hylo but you not ready for that convo more
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Loom looks amazing here btw🐕💙 more
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What will happen when Zcat in billions? more
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no thesis yet
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Pumps reactive upgrade failed, no exotic assets are bonding on their platform. This means Stonk has definitively won the RWA vertical, and … more
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Future headline: “The Trade No One Saw Coming: How StonkFun Overtook Pump.fun in Just 6 Months to Become the Fastest-Growing Company in Cry… more
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no thesis yet
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no thesis yet
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no thesis yet
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generational entry more
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no thesis yet
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seems MET adding stock pairs is causing rotation, sigh I think STONK triumphs again but we may see a rotation here that offers anothe entr… more
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This things gotta enter top 100 💯 by October more
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no thesis yet
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16% of the supply has been burned more
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no thesis yet
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stonk > pons 500m next more
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stonk to 1b more
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no thesis yet
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That was the bottom now let’s ride it out to the top more
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no thesis yet
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The first billion is always the hardest the second billion comes quick more
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no thesis yet
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stonk on pace to print 600k-700k revenue for today. yesterdays daily rev was 561k. ATH imminent more
Fades on $STONK
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