We’ve covered the PumpFun vs LetsBonk battle before. But the gap just flipped. @bonk_fun isn’t just gaining traction anymore it’s now taking the majority of daily revenue. Here’s what’s happening (and how to position for it) ( a thread )
$PUMP is feeling the pressure. Its market cap dropped from $2.4B to $900M in two weeks. Is this just rotation or a real opportunity?
The bigger question: can these incentives stick? We’ve seen this playbook before... SushiSwap threw $3.5B at the market and still couldn’t take Uniswap’s spot.
This fight is far from over. LetsBonk has momentum. PumpFun has the war chest/infrastructure. But CT already thinks they know how it ends. We’ll be breaking it down as the story unfolds. Want to be the first one to get the next update? Sign up⤵️
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