I estimate that many friends have underestimated Alon. Initially, I thought that after launching the token, it would be a life of "lying flat + talking big," but it turns out that in the past few days, there have been live streams and the launch of the revenue dashboard, publicly sharing all buyback and income details, which has exceeded expectations. According to the official data dashboard: $PUMP has accumulated a buyback amount of 138,000 SOL (approximately $22.8M). The total supply is 1 trillion, and currently, 0.419% of the supply has been destroyed through income buybacks. In the past few days, a total of 8,740 SOL of $PUMP has been repurchased, accounting for 102% of all income during this period—meaning not only has the full amount been repurchased, but it has even slightly exceeded the revenue. From the curve chart, it can be seen that the last two significant peaks (July 30 and August 3) both had a buyback rate exceeding 100%, indeed using actual funds to strengthen the scarcity of $PUMP. Combining the content of the live stream, I believe Alon is building a complete closed loop of "token incentives → user participation → platform income → buyback and destruction." The launch of the dashboard is the first layer of transparency for this flywheel. Talking big is one thing, but this round is indeed starting to speak with data. Returning to the underlying logic of platform growth: more users + higher activity + stronger retention + better compounding model. Finally, I look forward to everyone genuinely supporting the platform's targets with real money.
It took a few hours to watch @a1lon9's first live video on @notthreadguy. To be honest, I saw the shadow of the former company boss many times in his speech. Perhaps every founder has a very similar vision: user growth + user stickiness and retention. I roughly recorded some notes, and also sorted out some to-do items for myself and shared them together. Some people may read it, some people won't, just record it. --- Here are the notes sections: 1. I always believe that the SOL ecosystem is still very early, and there are 10-100x growth opportunities here, especially in the meme market under this 2. From a higher perspective, the competition between platforms should be more users, higher user stickiness and more on-chain transaction volume, rather than a short-term victory or defeat of a specific target 3. For the PumpFun ecosystem, a robust community and some interesting meme culture can bring long-term growth, and the community is a tool to stick users together and an interface to attract more users in the future 4. Non-homogeneous independent narratives can make the ecology more prosperous, when the market is caught in the pvP of funds in the market, at this time, it is more necessary to pay attention to how to attract off-site wait-and-see users to enter, referring to the two positive cases of #fartcoin and $UFD 5. Cult narrative is the top narrative 6. How to enable token builders to continuously receive incentives and allow them to bring more construction work is a question worth thinking about 7. The future goal of PumpFun is to keep moving forward with the community, some powerful community coins, need to pay attention to some possible community indicators (leader, community size, number of active people, activity, interaction between pump and alon accounts) 8. PumpFun will have an airdrop, the purpose of the airdrop is to hope that the community and pump coins will grow in a two-way flywheel, which may be related to some community coins and will not be airdropped in the short term 9. Pumpfun live broadcast + coin issuance, live broadcast is an amplifier, which can quickly amplify the number of users in the live broadcast room, in other places, it is difficult for an amateur to get a large number of users in a short period of time, but it is possible to broadcast live on pumpfun, tokens are the best means to guide the establishment of a community, and the cult built around the token is easy to have the simplest consensus: to the moon. 10. Pumpfun live broadcast is the future, now is not the focus, it is still very early, and it is in the state of infrastructure construction --- Here are the to-do sections: 1. Sort out the current mainstream community coins on the PumpFun platform 2. Sort out the community situation behind the few coins bought by Alon 3. Find PumpFun's buyback wallet 4. Find out the user activity of PumpFun and LetsBonk 5. Learn about the KOLSCAN platform --- Although my remarks on the alon mouth cannon monster will not change, understanding the attitudes and concepts of a platform founder can deepen my understanding of the meme market and have a rough perception of the possible future direction. Not to mention the pumpfun platform, which once dominated the list for a long time last year, the skinny camel is bigger than a horse, respecting the market, respecting the platform, and understanding what they are ready to do. You can't go wrong.
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