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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.

Nick G | Breed VC
@breed_vc | prev @MessariCrypto
These are the type of numbers that will get other creators excited.
All it takes is a few big name creators making eye popping figures and the reflexive flywheel takes off.

rb3k7 tuntia sitten
In just 2 days @jackbutcher has made over $100,000 on @zora after minting his creator coin and launching a new collection on the platform

549
Nick G | Breed VC kirjasi uudelleen
The Zora Flywheel is looking healthy:
* Content coins pair with creator coins that pair with zora -> all value accrues back to zora so long as the ecosystem is growing:
* The more content//creators are bid up, the more zora gets swept into the uniV4 contract taking supply offline. This reflexivity creates some lindy price action:
* High contract inflows & outflows are bullish here (so long as there's a lil more inflows than outflows) because it tells you the content economy is active:
For better or worse, my friend tech muscle memory is telling me max long. Creators especially are looking very cheap:



8,93K
The first cohort of $HUSTLE migrations begins in August.
Multiple teams will be announcing migrations from Pump to Bonk and other ecosystems. Max virality on the TL.
@jakegallen_ and co. have been building this since December when they realized the issues they faced were plaguing other projects.
The timing could not be better with the Pump debacle.
What's in it for the projects? Control over the LP, control over the token supply, control over the meta data, and arguably most importantly a fresh start.
Teams can customize incentives to further juice the community.
The first case study was TNSR -> HUSTLE. The team was able to recover 92% of the LP pool and the token is up 20X.
The next onchain meta is coming anon

Avocado Toast26.7. klo 12.10
so it begins; first pumpfun -> bonkfun migration starting
and seems to be getting noticed by bonk core team
$hustle


23,12K
There are about 3 M SOL ($500 M) locked in launchpad LPs and billions more in stagnant liquidity for coins trending to zero.
Teams want to migrate for various reasons (LP fee access, supply control, narrative pivot, attention resuscitation, etc), but migrating a token is not easy, as it requires significant capital and technical expertise.
Enter @MigrateFun
The CTO game theory and trench revival arc is going to be epic.
9,47K
Nick G | Breed VC kirjasi uudelleen
Murad was one of the key people who got me to dive into Bitcoin in 2018, so I know first hand his sway when he is deeply convicted about something.
The level of emotion and passion currently brewing around #SPX6900 is extremely rare.
$SPX may actually be the first movement coin
1,31K
With the Pump eco shenanigans, I think we see a bunch of projects that want to migrate to Bonk where the actions at.
@MigrateFun to the rescue.
@jakegallen_ and co are cooking

Tom24.7. klo 06.31
The amount of teams that want to migrate to BONK right now is at an ATH.
If only there was a clean way it could be done
17,17K
Nick G | Breed VC kirjasi uudelleen
A potential goldilocks scenario is playing out for @zora :
- Perfectly designed flywheel that directs all economic value to the $ZORA token
- Taps into @coinbase’s and @base’s massive distribution network
- Despite the pump, still cheap on a relative basis to peers and to last round (raised at $600m FDV)
- First time $ETH has meaningfully outperformed all cycle
- Listed on Hyperliquid perps
- @pumpdotfun completely botched the $PUMP token, opening the way for competitors like Zora to cement market share
23,25K
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