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Pump.fun

8 pieces · Nov 2024 to Aug 2026 · 2 flagship

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Memecoins6 Market structure6 Solana3 Tooling1 Hyperliquid1 DeFi1

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12024

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Start here · the strongest pieces on Pump.fun

Market take05 Aug 2026Why the crypto bottom gets engineered: long-end yields, Fed and catalystsBuilds on rektdiomedes and Ansem: hot 10yr and 30yr yields could force Treasury action, and Trump has an incentive to pump markets before midterms. Cites capitulation signals, onchain revival, Clarity Act odds and cheaper builds from AI as reasons the setup is better than priced.Data11 Aug 2026How bad is 2026? 120+ dead projects, $1.3B stolen, and whyArgues three forces hit at once: token-denominated treasuries collapsed with token prices, attacks shifted to social engineering and supply-chain issues, and rescue capital dried up so exploits turn into shutdowns. Lists 120+ dead projects and notes early signs the pain may be peaking.Breakdown27 Nov 2024UBC due diligence: AI-generated whitepaper and thin repo behind an $80M FDVPublic due-diligence thread on UBC, which hit $80M FDV in a day. Flags an incoherent AI-generated whitepaper, a repo with 5 commits, commits from one account plus an automated visualizer, and a pumpfun launch during a seed raise.

Timeline · every piece, newest first

2026 6

17 Aug 2026Ansem's z500 thesis in five points: curation layer for Pump.fun launchesFive-bullet recap of the $ANSEM x z500 thesis: Pump.fun solved creation but not curation, and teams burn and airdrop $ANSEM to climb the index, which filters rugs by design. Frames $ANSEM as a single-coin index of trenches runners.BreakdownMemecoinsSolanaMarket structure22 likes

17 Aug 2026Z500 explained: $ANSEM as the memecoin index for the trenchesBreaks down z500, an onchain index of token launches built on Pump.fun where teams airdrop to and burn $ANSEM for Gold/Diamond tiers. Argues burn requirements act as an anti-rug filter and that KOL marketing is flipped so teams pay the network.ExplainerMemecoinsSolanaMarket structure38 likes

17 Aug 2026Ansem's Pump.fun-based launchpad: mandatory 3% community airdrop mechanicsExplains a launchpad layered on Pump.fun where every launch reserves at least 3% of supply for $ANSEM holders in the creating transaction. Base tier is open, while Gold and Diamond require permanent $ANSEM burns and Diamond passes manual review.ExplainerMemecoinsSolanaTooling26 likes

15 Aug 2026Why profitable onchain businesses deserve attention: Hyperliquid and PumpCriticizes the industry's habit of launching tokens with no business model, insider discounts and exit-liquidity dynamics. Cites Hyperliquid and Pump as examples of real revenue with aligned tokenomics and buybacks, and calls this a maturation step.Market takeMarket structureMemecoinsHyperliquid25 likes

11 Aug 2026How bad is 2026? 120+ dead projects, $1.3B stolen, and whyArgues three forces hit at once: token-denominated treasuries collapsed with token prices, attacks shifted to social engineering and supply-chain issues, and rescue capital dried up so exploits turn into shutdowns. Lists 120+ dead projects and notes early signs the pain may be peaking.DataMarket structureDeFiOther57 likes

05 Aug 2026Why the crypto bottom gets engineered: long-end yields, Fed and catalystsBuilds on rektdiomedes and Ansem: hot 10yr and 30yr yields could force Treasury action, and Trump has an incentive to pump markets before midterms. Cites capitulation signals, onchain revival, Clarity Act odds and cheaper builds from AI as reasons the setup is better than priced.Market takeMacroRegulationMarket structure62 likes

2025 1

04 Jun 2025Pump.fun's $4B FDV token sale: a critical takeArgues Pump.fun earned its $700M+ revenue but that raising another billion at a $4B FDV from traders hurt by scams on its platform, while early investors sit up 333x, is crime-level. Says he would dump any PUMP airdrop.Market takeMemecoinsMarket structure20 likes

2024 1

27 Nov 2024UBC due diligence: AI-generated whitepaper and thin repo behind an $80M FDVPublic due-diligence thread on UBC, which hit $80M FDV in a day. Flags an incoherent AI-generated whitepaper, a repo with 5 commits, commits from one account plus an automated visualizer, and a pumpfun launch during a seed raise.BreakdownMemecoinsAI165 likes

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