[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Unipcs (aka 'Bonk Guy') 🎒 [@theunipcs](/creator/twitter/theunipcs) on x 203.2K followers Created: 2025-07-17 15:57:15 UTC the mob came for me when I published the quoted tweet sharing my objective opinion on the $PUMP TGE, days before the TGE event last week i was called a lot of names. several big accounts and VCs threw jabs, hurled insults, and even wrote epistles about how I was wrong in every way they all tried to color my opinion (which has very much played out to a tee btw!) as biased, simply because I’m associated with BonkFun i want you to carefully re-read my quoted post and see how practically everything I outlined has played out i figured I should share my updated thoughts on the $PUMP token and Pumpfun as a whole here: X. i think $PUMP is a buy here—not a sell! it's not a trade i'm going to take personally, because I continue to believe that $BONK is the higher R/R play, even at current levels for both however, sentiment and fundamentals indicate that $PUMP has either bottomed or is very close to bottoming here: - almost everything that could go wrong has gone wrong - their comms have been all over the place (and could be better) - reports came out about funds with hundreds of millions in unlocked $PUMP dumping - they did a massive buyback/publicity stunt, and price still dropped hard the other day - BonkFun market share continues to rise - etc DESPITE ALL OF THIS: price has held incredibly well above the $XXXXXX levels my read on this is that there's a lot of demand at those levels—and odds are, the market won’t let it fall much lower if it does, it would likely be a flash wick—not a sustained dump and IMO the R/R here is heavily in favor of up than down i wrote in a group chat in the trenches today that i'd be surprised if PUMP does not start pumping by weekend or early next week latest, and i think it makes new ATHs on that move X. when I posted my original thoughts on $PUMP, it was a non-consensus view we had almost all of CT uniting to decry the mere suggestion that $BONK could outperform PUMP under prevailing conditions at the time and everyone was a raging PUMP bull: 'it's going to immediately pump to $XX billion' but now that it’s played out exactly as suggested? almost all of CT is suddenly in agreement that $PUMP is 'cooked' and a 'free short' sounds familiar? 😅 as I’ve always said: CT is a great counter-trade signal this doesn't just apply to trades I take, btw CT is the herd, and the herd is often wrong right now, the herd is screaming that $PUMP is finished so let it be on record: I’m taking the opposite side of that trade here, publicly X. golden bull run, etc etc $BTC keeps making new ATHs daily, recently hitting $120,000+ even $ETH, which has been notorious for being dormant during prior $BTC runs, is now printing massive daily candles and just hit levels unseen since January memecoins are having explosive moves everywhere altcoins in general look primed for an explosive move and you think $PUMP, arguably the most mainstream crypto app in recent memory, and the cryptocurrency with the most mindshare right now, just dies quietly and goes to zero without catching a bid? not happening! X. $PUMP Fundamentals there’s good news and bad news let’s start with the bad: Pumpfun has lost the launchpad war they’ve lost the trenches as unbelievable as this might sound, I saw it coming long ago and made my first public prediction on July 2: (my comment above was directed at their launchpad business btw, not the Pumpfun brand or project as a whole) take a look at the comments on that tweet to get a sense of the sentiment back then, and see how everyone pounced on me! i don’t need to be a prophet to guess how most of those critics have fared with how the market has played out so far 😅 BonkFun has won. for good! now the good news: even without the launchpad advantage, Pumpfun remains one of the most profitable businesses in crypto... by far it currently generates over $X million in daily fees around $500K of that is still coming from the launchpad, despite losing dominance and they’re also making fees from the DEX plus, they’re aggressively positioning themselves as THE crypto streaming platform i don’t know what the future holds, nor can I predict tomorrow’s fees, but by crypto valuation standards, PUMP looks relatively undervalued here many have asked me what advice i would give Pumpfun if i were to advise them if I could give just one piece of advice: focus your comms on the future, not the past people need to see Pumpfun as more than just a launchpad yes, they innovated the launchpad category—but now the focus should now be: launchpad + DEX + streaming — as a full product suite also, improve your comms. treat your users better the PUMP tokenomics have been so far opaque, with some key details only coming out through rumor mills or influencer leaks Pumpfun should use official channels more effectively stop leaving users hanging on major issues and most importantly: stop treating users like they don’t matter e.g. how the airdrop has been handled so far X. $BONK remains the better R/R trade, based on fundamentals i’ve written a lot about this recently, so I won’t repeat it all here scroll through my profile if you’re interested. you’ll find several posts this post is about $PUMP, because many close friends who went in heavily are now close to capitulating to be honest, I debated whether to even write this every time I talk about $PUMP, people come for me... even though i've been more right than wrong on the issue and frankly, I’m tired of the drama if people would rather be wrong and lose money than even consider that someone with an opposing view *might* be right, that’s on them but too many of my homies are in this trade many are down bad and I fear some are about to capitulate… right before $PUMP takes off and makes new ATHs so this post is for them!  XXXXXXX engagements  **Related Topics** [token](/topic/token) [bonkfun](/topic/bonkfun) [vcs](/topic/vcs) [tge](/topic/tge) [$pump](/topic/$pump) [mob](/topic/mob) [pumpfun](/topic/pumpfun) [coins solana ecosystem](/topic/coins-solana-ecosystem) [Post Link](https://x.com/theunipcs/status/1945875455153672700)
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Unipcs (aka 'Bonk Guy') 🎒 @theunipcs on x 203.2K followers
Created: 2025-07-17 15:57:15 UTC
the mob came for me when I published the quoted tweet sharing my objective opinion on the $PUMP TGE, days before the TGE event last week
i was called a lot of names. several big accounts and VCs threw jabs, hurled insults, and even wrote epistles about how I was wrong in every way
they all tried to color my opinion (which has very much played out to a tee btw!) as biased, simply because I’m associated with BonkFun
i want you to carefully re-read my quoted post and see how practically everything I outlined has played out
i figured I should share my updated thoughts on the $PUMP token and Pumpfun as a whole here:
X. i think $PUMP is a buy here—not a sell!
it's not a trade i'm going to take personally, because I continue to believe that $BONK is the higher R/R play, even at current levels for both
however, sentiment and fundamentals indicate that $PUMP has either bottomed or is very close to bottoming here:
DESPITE ALL OF THIS:
price has held incredibly well above the $XXXXXX levels
my read on this is that there's a lot of demand at those levels—and odds are, the market won’t let it fall much lower
if it does, it would likely be a flash wick—not a sustained dump
and IMO the R/R here is heavily in favor of up than down
i wrote in a group chat in the trenches today that i'd be surprised if PUMP does not start pumping by weekend or early next week latest, and i think it makes new ATHs on that move
X. when I posted my original thoughts on $PUMP, it was a non-consensus view
we had almost all of CT uniting to decry the mere suggestion that $BONK could outperform PUMP under prevailing conditions at the time
and everyone was a raging PUMP bull: 'it's going to immediately pump to $XX billion'
but now that it’s played out exactly as suggested?
almost all of CT is suddenly in agreement that $PUMP is 'cooked' and a 'free short'
sounds familiar? 😅
as I’ve always said: CT is a great counter-trade signal
this doesn't just apply to trades I take, btw
CT is the herd, and the herd is often wrong
right now, the herd is screaming that $PUMP is finished
so let it be on record: I’m taking the opposite side of that trade here, publicly
X. golden bull run, etc etc
$BTC keeps making new ATHs daily, recently hitting $120,000+
even $ETH, which has been notorious for being dormant during prior $BTC runs, is now printing massive daily candles and just hit levels unseen since January
memecoins are having explosive moves everywhere
altcoins in general look primed for an explosive move
and you think $PUMP, arguably the most mainstream crypto app in recent memory, and the cryptocurrency with the most mindshare right now, just dies quietly and goes to zero without catching a bid?
not happening!
X. $PUMP Fundamentals
there’s good news and bad news
let’s start with the bad:
Pumpfun has lost the launchpad war
they’ve lost the trenches
as unbelievable as this might sound, I saw it coming long ago and made my first public prediction on July 2:
(my comment above was directed at their launchpad business btw, not the Pumpfun brand or project as a whole)
take a look at the comments on that tweet to get a sense of the sentiment back then, and see how everyone pounced on me!
i don’t need to be a prophet to guess how most of those critics have fared with how the market has played out so far 😅
BonkFun has won. for good!
now the good news:
even without the launchpad advantage, Pumpfun remains one of the most profitable businesses in crypto... by far
it currently generates over $X million in daily fees
around $500K of that is still coming from the launchpad, despite losing dominance
and they’re also making fees from the DEX
plus, they’re aggressively positioning themselves as THE crypto streaming platform
i don’t know what the future holds, nor can I predict tomorrow’s fees, but by crypto valuation standards, PUMP looks relatively undervalued here
many have asked me what advice i would give Pumpfun if i were to advise them
if I could give just one piece of advice: focus your comms on the future, not the past
people need to see Pumpfun as more than just a launchpad
yes, they innovated the launchpad category—but now the focus should now be:
launchpad + DEX + streaming — as a full product suite
also, improve your comms. treat your users better
the PUMP tokenomics have been so far opaque, with some key details only coming out through rumor mills or influencer leaks
Pumpfun should use official channels more effectively
stop leaving users hanging on major issues and most importantly: stop treating users like they don’t matter e.g. how the airdrop has been handled so far
X. $BONK remains the better R/R trade, based on fundamentals
i’ve written a lot about this recently, so I won’t repeat it all here
scroll through my profile if you’re interested. you’ll find several posts
this post is about $PUMP, because many close friends who went in heavily are now close to capitulating
to be honest, I debated whether to even write this
every time I talk about $PUMP, people come for me... even though i've been more right than wrong on the issue
and frankly, I’m tired of the drama
if people would rather be wrong and lose money than even consider that someone with an opposing view might be right, that’s on them
but too many of my homies are in this trade
many are down bad
and I fear some are about to capitulate… right before $PUMP takes off and makes new ATHs
so this post is for them!
XXXXXXX engagements
Related Topics token bonkfun vcs tge $pump mob pumpfun coins solana ecosystem
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