We'll be listing @NEXST_AI on Boost.
Registrations open on May 14, 10 AM UTC:
Claims go live on May 15, 12 PM UTC.
Welcoming new projects & dapps integrated this week:
@TIKO_RWA @SatsTerminal @Sumex_Labs
You can now explore them directly in Bitget Wallet 👇
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With this current X algorithm followers don’t matter anymore. Even if you have 1000 followers the algorithm can favor you.
According to @nikitabier people are encouraged to be original in terms of content posting.
So the idea that because I don’t have huge followers so I can blow up is in the past.
Just keep doing your shit and be creative.
More Locations!
Bringing more 🦄🫧 magic to the world!
I am super excited to share that our collab with @Hasbro for MY LITTLE PONY x Imaginary Ones blind box plushies have galloped over to Hong Kong! 🇭🇰
These neigh-ver seen before cuteness are now available at Hong Kong International Airport and West Kowloon Station! 🦄💕
PumpFun made $971M in 2025.
Now it’s annualizing at $320M in 2026.
The bonding curve model works. But the moat is cracking… and every major chain has noticed.
Here’s what the data shows 👇
◢ The Machine
January 2024. @Pumpfun launches on Solana.
Key principles: a bonding curve, a token factory, and a $0.02 launch fee.
By July 2025 it had generated $677M in protocol revenue before it even had a native token.
✚ The PUMP ICO sold out in under 12 minutes at a $4B FDV
✚ $138M in a single month
✚ $15.5M in a single day
For context: more daily revenue than most mid-sized CEXs were posting at the time.
And Solana built the infrastructure that made the cycle possible.
◢ The Numbers
2025 full-year launchpad data on Solana:
✚ 11.6M tokens created, more than double 2024
✚ 105,000 graduated off bonding curves
✚ 0.89% success rate
✚ $762M in combined launchpad revenue
✚ 6 platforms each crossed $1B in trading volume
The ecosystem produced extraordinary fee revenue from tokens that mostly went to zero.
The operators sell picks and shovels. The gold rush does the rest.
◢ BNB Moment
October 9, 2025. CZ tweets “#BNB meme szn.”
What happens next is worth tracking:
✚ BNB Chain DEX volume hits $20.5B in 24 hours, topping Solana’s $12.7B
✚ Four meme posts $1.43M in protocol fees vs PumpFun’s $1.14M
✚ 812,000 daily unique users on Four meme
✚ Over 600 new tokens deployed in the first hour
One tweet. One day. A data point. But the first time the gap closed.
BNB’s edge is Binance itself: 100M+ users, wallet integration, and CZ’s ability to activate retail globally in a post.
The question is whether activation can be sustained without a permanent narrative.
◢ Tron: The Flash Peak
SunPump launched August 2024 with Justin Sun’s $10M incentive program behind it.
On August 21, 2024 it briefly flipped PumpFun in daily token launches: 7,500 vs 6,900 and posted $3.84M in daily fees, Tron’s highest at the time.
2.35M active wallet addresses in a day. More than any network, including Solana.
Then incentives ran out.
By early 2025, Tron’s memecoin market cap sat around $80M vs Solana’s $9.73B.
SunPump’s story matters because of how it ends: distribution without community is a spike, not a cycle.
Justin Sun can bring users to a chain but he can’t make them stay.
◢ Base: The Slow Burn
Where Solana memecoins peak fast and crash hard, Base tokens show longer survival curves.
A clear signal about the user cohort more than the platform.
✚ Zora lets creators launch tokens with a single tweet.
✚ Flaunch and BoopFun give builders infrastructure without Coinbase’s direct stamp.
The edge is structural: Coinbase’s regulatory positioning, 100M+ user base, and the implicit compliance cover institutional capital needs.
Base is building the venue the next cycle runs through when CT stops being the only audience.
◢ PumpFun Current Positioning
The cycle has turned.
$971M revenue in 2025. Annualizing at ~$320M in 2026.
Monthly trading volume down from $11.6B in Jan 2025 to $2.1B in Jan 2026.
But the business is restructuring:
✚ PUMP token launched July 2025, raised $1B in 12 minutes
✚ 36% of circulating supply permanently burned in April 2026
✚ 50% of future net revenue locked into buybacks via smart contract
✚ Platform expanding to WBTC, USDC, and external token trading
✚ Multi-chain expansion signals across Ethereum and Monad
73% of active wallets now profitable as of April 2026, up from 30% at the June 2025 low.
The casino still has the house edge. But the operator is getting smarter about who it lets in.
◢ Conclusion
The bonding curve is not a moat.
Any chain can deploy one. BNB did. Tron did. Sui did. More will.
The actual moat is liquidity depth, wallet density, developer velocity, and the cultural layer that makes degens choose one chain’s tokens without thinking about it.
Solana has all four for me.
The next retail wave lands somewhere.
Which chain is ready when it does?
Quite like the way $DOGE is shaping up here as well.
Similar to the ethereum:0xd533a949740bb3306d119cc777fa900ba034cd52 setup; extended consolidation, with the MAs turning around again.
Broke the key resistance + 100d EMA, now consolidates above it.
If the market behaves, expecting 200d EMA to get tagged soon enough.
Dear @VitalikButerin can you please acknowledge the funds the @BalviFund community has donated to your Balvi Fund charity?
CZ acknowledged Giggle Fund contributions. It is right you do same
