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@lbexplorer
Until death, all defeat is psychological
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Joined November 2021
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    LB
    @lbexplorer
    1h
    The biggest problem with bidding on-chain is the question of who is the marginal buyer…. This is why revenue generating projects with buyback mechanics like $PONS and $PUMP become such an easy bid. When the marginal buyer is the protocol the only thing you need to ask
  • user avatar
    LB
    @lbexplorer
    2h
    Well that was quick... Fair value for $PONS around $100M and that doesn't even factor in the growth potential $PONS has if Robinhood becomes the main chain for next cycle.
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    LB
    @lbexplorer
    3h
    I top blasted $35k into $PONS today. Thesis is simple: Annualised revenue at around $56M a year with 80% of revenue going back into the token. That's $45M in buyback pressure a year going into a token currently valued at $38M MC. Much like my $PUMP trade, the revenue to MC
  • user avatar
    LB
    @lbexplorer
    2h
    In the last 24 hours, $PUMP have bought back 183M tokens at an average price of 0.005. $1,830,000 daily revenue. $915,000 in buybacks
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    LB
    @lbexplorer
    Aug 22
    In the last 24 hours, $PUMP have bought back 206M tokens at an average price of 0.0043. $1,771,600 daily revenue. $885,800 in buybacks
  • user avatar
    LB
    @lbexplorer
    3h
    I top blasted $35k into $PONS today. Thesis is simple: Annualised revenue at around $56M a year with 80% of revenue going back into the token. That's $45M in buyback pressure a year going into a token currently valued at $38M MC. Much like my $PUMP trade, the revenue to MC
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