Valnir retweeted
$STONK is the easiest liquid gainer this cycle.
Everyone has been comparing it to robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 and solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn, so I ran the numbers to get an idea on potential upside based on today’s figures.
Based on today’s revenue, buyback amounts in comparison to LP, STONK is
buying back and burning 1% of total supply every 6 days.
PONS: every 20 days.
PUMP: every 25 days.
At today's price, a year of buybacks given all remain at the exact revenue removes:
STONK: 65% of supply
PONS: 18%
PUMP: 15%
19.4% of all STONK has been burned since the platform launched two months ago. Take hype out completely, and just looking at the numbers.
If STONK's total value stays flat and the buybacks just keep buying and burning tokens, at current revenue that's about +18% price impact by Christmas and about +92% impact over 12 months.
If revenue grows 50%, it's about +28% and +165%. That's just their own platform buying it back and burning, that’s not including the open market.
Personally believe the repricing to 1B will be quicker than you think. Sounds big until you look at what it actually takes, which is minimal if revenue is consistent.
At $1B, STONK would trade at 4x its annual revenue. That's exactly where $PONS trades today. If revenue grows 50%, $1B is only 2.7x revenue, which is cheaper than $PUMP is right now.
Smallest cap.
Biggest buyback.
Cheapest revenue multiple.
The repricing will be aggressive.
Valnir retweeted
i made a generational mistake fading STONK due to writing Solana off due to the chokehold pumpfun had on the chain at the time
and assuming the status quo will remain and pumpfun will kill it like they did every other competitor
things switched/culture changed and now i'm back!
also funny how everyone attacked me for not bidding STONK
and now i'm a top 2 holder of the top two coins in the eco 👀
can't wait to bid more good STONK coins!
Valnir retweeted
Gotta be the funniest thing ever all the Top PnL guys on PF app are stonk whales, rest of the kols on there are just calling out 5k mcap tokens and selling them at 20k
Valnir retweeted
19% of the total solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx supply has now been burned.
Valnir retweeted
🚨 $50,000 Creators & Communities Contest 🚨
Launch a coin on @LaunchOnSF - paired with solana:SATqS9DYpLQsM2z51P4QCoqJRHa5wboV4qjJerJRUSH , 3% rewards tier - then get it traded.
📈 1 point per $1 trading volume.
🔒 Donate supply to the RUSH treasury and your points multiply. Donate 25% = 1.25x.
The #1 coin takes it all, paid in USDC:
👑 $10,000 to the creator
🎟️ $40,000 holder ticket drawing - 126 winners, one of them takes $10,000
Your tickets = your average balance for the whole contest. No snapshot to front-run. No dump to time. Hold more, hold longer - better odds.
Starts now. Ends Wed Oct 21, 16:00 UTC .
Full rules in thread 👇
Valnir retweeted
Seeing a lot of confused posts from people who read that
> NEAR offers confidential balances
> NEAR Intents stopped the Bitget hacker's money
How can BOTH be true??
Easily. The door is public. The room is private.
Public: the deposit that puts money in, and the withdrawal that takes it out. Both are ordinary transactions on Ethereum, Tron or Bitcoin, visible to you, me, Arkham and every analytics firm alive.
Private: everything between those two events. Your balance, your trades, your routes, your counterparties.
Near SHIELD works at the door. It read a public deposit address, matched it against stolen-funds intelligence half the industry already shares, and declined. Nothing confidential was opened to do that. Being refused at a door tells you nothing about what is inside the room.
There is also a viewing key mechanism and a compliance council that can open one specific account when law enforcement brings evidence. It exists, it is documented, and it is not what stopped this. The money never got past the door.
Privacy that cannot tell the difference between you and the people who took $387M out of Bitget is not a stronger product. It is a lazier one.
Glad NEAR Intents froze part of the Bitget money. Not all of it, but a chunk with a path back to the people who lost it, and a much larger pile of attempted laundering that never got a quote at all.
Then I read the NEAR Intents write-up again and noticed it is not an operation report. It is a product launch, and the product is called SHIELD. Which is not new by the way, it caught the malicious Litecoin fork back in April.
Look at the shape of it. It names the system, lists its integrations, and pitches four audiences in a row. The part aimed at wallets is a compliance sell with a warning stapled on.
They could also have taken 5% of everything they froze, since Bitget put that bounty up publicly. NEAR Intents waived it, which maximises what goes back to users and, let's be honest, maximises the size of the announcement too. Both are true and I mind neither.
Because the product is genuinely interesting. Chainalysis, TRM and Elliptic sell detection. They tell you the money was dirty, usually once it is gone. SHIELD sits inside the venue, so it ships with a handle. It can refuse to quote, or stop a trade that is already running. Different product, different buyer: wallets, bridges, other venues, custodians, incident response firms.
So is this a new revenue line for NEAR? I hope so. I would like the team building it to grow, get funded properly, and keep being the ones called first when something goes wrong.
Valnir retweeted
All the stonk ecosystem fud felt very illogical, undeserved and must have been orchestrated by competition tbh.
With the amount of shit you could truly hate on and fud in this ecosystem, choosing to fud stonk makes zero sense to me lmao.
If someone that is not paid my pump wants to present valid arguments to fud please go ahead and educate me.
Valnir retweeted
Los civiles del Donbass han sido masacrados por el ejército ucraniano. Por eso pidieron ayuda (sin éxito) a Rusia durante años. Lo del “inmundo” ha superado todos los límites de propaganda
Putin inicia la batalla final para tratar de adueñarse del Donbás: "Rusia ataca a los civiles con tácticas terroristas" elmundo.es/internacional/202…
Valnir retweeted
Rewards update.
The StonkFun rewards pipeline has been upgraded.
Rewards no longer wait for a large pot to accumulate before harvesting transfer tax. Fees are converted and distributed continuously.
The upgrade allows for separate horizontal scaling at each stage. There are also distinct thresholds for each stage:
• Harvesting
• Claiming & swapping
• Planning and funding distributions
• Sending distributions to holders
If a conversion ever lags behind volume, rewards can be distributed in the coin itself so payouts keep flowing without delay or excessive harvesting.
Live for new and existing coins launched on LaunchLab, with the upgrade rolling out to legacy coins (CLMM) soon.
The pipeline is still being tuned for optimal performance, further concurrency and prioritization algorithms are being worked on.
