BELIEVE IN SOMETHING price

The battle between Bonkfun and Pumpfun continues. - Bonkfun 50.01% market share. $BONK - Pumpfun 41.28% market share. $PUMP Bonkfun continues to be the leader after the flip. Which #Crypto launchpad team are you on?

Using market share and trading volume to estimate Launchpad is actually not wrong, but you can't just look at this part. Although Believe has only a 4.5% market share within 24 hours, its market value should be more than that. I still prefer to use milk as an example: Whole milk: a stable commodity for household consumption, raw material processing, etc. Yogurt: a high-margin growth product, layered with functional narratives, meal replacements, probiotics, etc. Pump fun is like whole milk; Pump fun provides the most basic token issuance service, with a low threshold, and a large number of new tokens are issued every minute, with a short shelf life. The lifecycle of most memes issued is only a few hours. On the other hand, Believe @believeapp is like yogurt. Yogurt's sales cannot compare to whole milk, but it has more product-level narratives, higher gross margins, and repeat purchases. The lifecycle of ecological projects is also significantly longer than that of meme projects. If Pump fun is an opportunistic narrative, its story is about fair launches, lottery culture, getting rich overnight, and opportunities in chaos. Its valuation depends on how many people in the market believe in and are willing to participate in this gold rush. Then Believe is an innovative narrative. Its story is about the developer economy, permissionless financing, disrupting VCs, and app stores. Its valuation depends on how many people in the market believe that this new paradigm, ICM, can truly incubate valuable applications. The valuation of a Launchpad cannot only look at ecological transaction volume, just as a dairy company cannot only look at sales. It also needs to consider: 1) Whether the platform token captures the value of the Launchpad 2) Whether the narrative can support a premium 3) The depth of the moat and the sustainability of the ecosystem So moving forward, Believe will only focus on two points: 1) When will #Launchcoin empower, and when will Believe @pasternak have the flywheel? 2) Can the ecological fund that Believe just invested in bring interesting projects and attract more quality developers?

bonk It occupies the first place in market share again @SolportTom @theunipcs @bonk_fun Continue to come out with a few more god plates.

I talked to Prison K today, and I plan to slowly shift my focus to non-SOL places Personally, I am currently the following: - SOL still has a bit of a position, and the underlying is pinched - eth/base has fished an old standard, and it is still observing - The rest of the effort is on Base ==Review SOL== Because bonk has now walked up a step, superimposed pump coins, and the big mark has been pulled, and those who haven't gotten on the car don't plan to get on, and I can't understand the new disk now Pump The so-called live storytelling, in my personal opinion, is not very certain, and it is also possible that I have not collected enough information Believe, I'll steal their @AAARugMaxxing @0xlong_life, and it seems that the B platform is still in a bottleneck period ==Outlook Base== 1. The follow-up main line can be divided into application and hype The application is to find wallet, farcaster, virtual, clanker, etc., and I have started the wallet line first; For the hype, in addition to the clanker mentioned above, there are actually zora and some of the targets on zora (such as big tomatoes) - If you hype, there's TBA 0x5aA575Ef240Ff6FfDE8b84565b78e82f4b36590B 2. And after the timeline of all the above starts on 7.16, there is a high probability that there will be a wave of sell the news, short-term pullbacks, and whether to increase positions/buy/hold after the pullback 3. The above 2 is about the application aspect, and for the hype, I think it will happen on zora and clanker, I personally feel that zora > clanker, because zora is more in line with the values of base, but it is also necessary to see step by step; Secondly, I thought that the route of the transaction was aero, and I might also open a long aero at that time - Possibly long zora & aero Remaining events: A: $YNE Grip hair should be cross-chain to Base b: Base hosted the Onchain Summer, aka hackathon C: As shown in the figure

Launchpads market-share and volume for today: Pumpfun: 47.41% - $486.1M LetsBonk: 38.96% - $399.4M Raydium: 5.66% - $58.1M Believe: 3.80% - $39M Moonshot: 1.63% - $16.7M