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@incryptfol
"Conclusion: This business model isn't going anywhere. The jackpot age phenomenon keeps driving demand. P.S. Strong recommendations to read: by @thiccyth0t. Next: Revenue streams breakdown ๐" @incryptfol on X 2025-07-20 18:56:58 UTC XX followers, XX engagements
"ICO sold out in minutes but didn't move the needle. Alon's response Announce buybacks. But here's the problem ๐" @incryptfol on X 2025-07-20 18:57:05 UTC XX followers, XX engagements
"So why hold $PUMP ICO flip was smart but now No real value in the asset. The thing is the team came into the market to make money not building product like Hyperliquid. Long-term $PUMP bet = bad idea. (Could be wrong tho)" @incryptfol on X 2025-07-20 18:57:09 UTC XX followers, XXX engagements
"The Fall of a King. A ton of stuff has been going down with lately: Bonks surge the $PUMP ICO and the announcement of drop/buybacks. Can the legendary launchpad survive the rising competition Breaking it down ๐งต๐" @incryptfol on X 2025-07-20 18:56:55 UTC XX followers, XXX engagements
"Moving to revenue streams here's where it gets interesting. @pumpdotfun is losing ground to @bonk_fun not without @theunipcs effort tho. The data tells the story ๐" @incryptfol on X 2025-07-20 18:56:59 UTC XX followers, XX engagements
"So there are three possible reasons for the ICO: X. Needs money (unlikely) X. Cashing out in the bull run X. Desperate grab for attention X. Planned launch (no conspiracy Im just a schizo) My bet It's prob #3. Here's why ๐" @incryptfol on X 2025-07-20 18:57:04 UTC XX followers, XX engagements
"Before answering our main question there are X questions to answer first to get a clearer vision: X. Is the business model still relevant X. What are the revenue streams X. Is @a1lon9 really scared X. Why hold $PUMP tokens" @incryptfol on X 2025-07-20 18:56:56 UTC XX followers, XX engagements
"Alon has previously trashed ICOs calling them scams. Sure maybe he was just promoting his launchpad but still. The hypocrisy is obvious" @incryptfol on X 2025-07-20 18:57:03 UTC XX followers, XX engagements
"Summing it all up: = undeniably successful project by a successful founder who created an entire cult. But remember: Being first staying first forever" @incryptfol on X 2025-07-20 18:57:09 UTC XX followers, XX engagements
"And now the final chord in the attempt to reclaim past glory is the launch of a new killer feature CTO Creator Fees. Pro: Great community incentive Con: Could hurt dev motivation and many other things actually (iykyk) Question is does product success = token success" @incryptfol on X 2025-07-20 18:57:08 UTC XX followers, XX engagements
"still makes good money but loses ground. Why That's another thread (lmk if you want that deep dive ๐) For now: Is Alon stepping up to win back degen attention Let's see what he's cooking ๐" @incryptfol on X 2025-07-20 18:57:01 UTC XX followers, XX engagements
"Buybacks with only XX% supply in circulation That feels. desperate. And despite active buybacks $PUMP is still one of the top losers in a bull market Another swing and a miss" @incryptfol on X 2025-07-20 18:57:06 UTC XX followers, XXX engagements
"Right after LetsBonk started stealing degen attention Alon announced an ICO. (First appeared on then got taken down) Normally this would be fine. but there's a catch ๐" @incryptfol on X 2025-07-20 18:57:02 UTC XX followers, XX engagements
"Adapt or die. Weve seen plenty of big examples in traditional business like Nokia or Kodak. Time to reinvest profits into the business not sports cars or whatever. Do that and maybe something comes of it. We'll see ๐" @incryptfol on X 2025-07-20 18:57:10 UTC XX followers, XX engagements