ACE @ACE0743
Joined December 2021-
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🚨 HERE IS THE ALPHA MOST PEOPLE WILL ONLY UNDERSTAND AFTER IT 10Xs - Thank me later 😉 Everyone crying about $pump should do the math. @Pumpfun peaked around $8B valuation. Now zoom out 👇 @GraphiteProto ( $GP ) is doing comparable revenue to PumpFun months ago… but trades at ~$18M market cap with ~$20M sitting in treasury. Yes, the market is valuing GP below its own cash. That’s not “bearish”. That’s a mispricing. While #crypto sentiment is trash and timelines are screaming “scam”, the fundamentals are quietly screaming the opposite: • Fees growing exponentially • Real revenue (not “potential”) • Aggressive buybacks to start in jan absorbing supply This is distressed-credit type asymmetry hiding in plain sight. Now the real catalyst people are sleeping on 👀 @worldlibertyfi just approved a vote to deploy $130M from treasury to accelerate USD1 stablecoin adoption. Not all of that goes to memes, but a meaningful chunk absolutely will. And guess where WLFI is already playing? 👉 BonkFun 👉 Actively buying coins 👉 In the trenches, not just tweeting Here’s the part that matters: Graphite owns ~40% of @bonkfun That makes GP the single largest beneficiary of: • USD1 adoption • The next BonkFun cycle • On-chain volume flowing back into SOL This isn’t speculation, it’s mechanical. Meanwhile… PumpFun extracted massive value, sold into strength, and now faces US class-action lawsuits. One model is peaking. The other is compounding. Pick your fighter. Execution matters. @SolportTom and team already control ~40% of GP supply. The stated plan? Keep buying. If revenues stay elevated + buybacks continue + sellers dry up… Supply shock is INEVITABLE. Context matters too: GP traded ~$6.74 last summer. Today it’s ~$0.53–0.54. Same ecosystem. More revenue. Bigger treasury. Stronger partners. Do the math. I’m extremely bullish. I currently own ~1.5% of GP and I’m still accumulating. This is the kind of asymmetric setup you see a few times per cycle, when everyone’s distracted, emotional, and focused on the wrong chart. If the market wakes up to what’s already built, and what’s coming next, the repricing won’t be slow. Not financial advice. Just one finance bro pointing at an obvious imbalance. 😉
The $MET token has always been the heart of the protocol, and we are here to reaffirm that. Crypto is nascent, and we feel that making decisions now about the $MET token will limit our flexibility, which is ultimately bad for token-holders. We have decided to focus in the long run on what works, growing revenues, optimizing expenses, and returning value to tokenholders. All while communicating clearly on Meteora’s financials/numbers. We have begun doing so in Q4 2025 by spending 10M USDC in buybacks, accumulating 2.3% of total supply. Going forward, we will be conducting discretionary buybacks here from the same wallet: FzULv8pR9Rd7cyVKjVkzmJ1eqEmgwDnzjYyNUcEJtoG9 But that's not all. The token was designed to tie to the product, and we're taking the first step with the Meteora Economy. Comet Points are a new, unique consumable point system tied into the core product. Earn Comets by staking $MET and using the product. With this, we aim to introduce an economy of things you can get with your comets, such as Airdrops/Presales, an off-chain redemption store, purchasing LP Coaching services, and more. This new economy will unlock many possibilities and options for the Meteora community, and we commit to exploring and adjusting the economy with community input.
Here are some questions we're getting asked: 1. The website figures update every month and we are in the process of updating them. 2. There is still a 1m dollar buy side liquidity pool placed between $0.79 and $0.80 per $GP. This means people would have to sell more than 1m dollars worth of $GP, or around 4% of the circulating supply, to break the range. 3. One month ago we placed a buy back of 12.5k dollars per day on $GP even though revenue was lower. Now that revenue has picked up, the 7.6 percent allocation to $GP buy backs on some days is above 12.5k per day, which means we will swap the difference into $GP. Once the DCA ends this will return to normal. 4. Graphite owns 38% of @bonkfun, not just the 7.6% percent that goes into buy backs. This has been a disputed fact across social media so we are glad we could clarify. 5. There are products in the pipeline we are working on that are not launchpad related. @bonkfun is the priority, but that does not prevent us from building new products. 6. We will contribute more capital in the lower rangers if the current wall breaks utilizing the treasury to secure levels.
Doing some simple math here: Imagine even just one million Americans using the Trump app with stablecoins every day to pay for their expenses. 👉 Now here’s the real alpha (key insights): 1⃣ $WLFI is leveraging @GraphiteProto’s infrastructure to manage trading of liquidity on the Bonk platform, a leading protocol on Solana. You might have to take my word for it, but these guys are premium crypto dev geniuses - The best in their fields! 2⃣ The @GraphiteProto team uses $GP as their treasury to fund the ecosystem. They allocate 7.5% of Bonk revenue to buy back $GP, supporting its token price. 3⃣ Let’s estimate monthly revenue for WLFI with 1M users conservatively: Each spends $50/day via stablecoins (half the average U.S. daily spend, for small purchases like coffee). That’s $50M daily volume, or $1.5B monthly. Fees: At a typical 0.3% transaction rate, that’s ~$4.5M/month. Lending: If 10% of users borrow $2K each at 5% interest (with the protocol keeping 20%), add ~$83K/month. Total: ~$4.6M/month. From this, 7.5% (~$345K/month) goes to $GP buybacks! 🚨 That might not sound huge, but what if I told you $GP currently has a $50M market cap? Now, imagine 2 million daily users, or even 10 millions. Not so much given the hype for MAGA fans. 🧠We’re living in amazing times for those who can seize the opportunity! NFA and DYOR, but you can buy $GP right now on any Solana wallet. The token address is: 31k88G5Mq7ptbRDf3AM13HAq6wRQHXHikR8hik7wPygk. 🔖Whether you jump in or not, bookmark this post and check the price later! And if you want to know more about it, you can check this other post about Bonk eco flywheel: x.com/PetrAnto12/sta…
🧵 $BONK & $GP: Benefits from the @bonkfun Flywheel 💸🐾 How two Solana tokens tap into real platform revenue and redefine memecoin utility. Let’s dive into the mechanics, the numbers, and the implications 👇
Just because I'm getting asked a lot of questions atm we've been tackling a lot of big areas this past month 1. Community 2. ICM 3. How to bring in retail 4. How to grow liquidity in the trenches. We've learned a lot from the past few months and have remodelled pretty much everything. BONK eco looking good here
🇺🇸🦅
@yayXyayX It's open announcement channel in discord
There's been a lot of questions asked about how we utilize the $GP tresuary to ensure the companies long term success. Today we're happy to announce that we have placed $1m USDC from the treasury to buy $GP at @ 0.80C.
We just pushed a fresh new UI to @bonkfun 👀 Go check it out and let us know what you think! Shortly we’ll be rolling out a wave of tech updates, and quite a lot of new things will be added including things for traders stacked on top of $RAY rewards already, but that's just touching the surface. The goal is simple: make the product the best it can be to facilitate the next 100,000 users and get all these updates out fast before our big announcements hit and things get crazy once again. Both on the tech side and the operational side the team has been pulling off some magic to make sure we're able to deliver everything to the public asap. 🙏
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