
Jack Niewold 🫡|Jun 04, 2025 02:25
PUMP is following the HYPE playbook and always has been
> be lean, take minimal external capital
> ruthlessly focus on PMF and vision
> don't spend on marketing
> focus on improving product (live streaming, mobile, pump swap, fee share)
> don't talk about the token
> delay airdrop
That's where we are today. The next steps, post token launch:
> drop token at fair valuation
> massive wealth creation effect for users
> launch chain
> develop eco
PUMP doesn't urgently need capital - they're sitting on previous fundraises + $1b in revenue
IMO it doesn't make sense for them to extract from investors. Hyperliquid set the playbook for making an 11fig project, no reason for Pump to not follow it
i think the rumored $1b token sale will not happen and that there will be a massive wealth effect created for users
degens sell tokens and spend them in the casino, outside capital comes in because Pump has made the best crypto business by fundamentals of all time: win/win
PUMP airdrop is coming and you're out of your mind to be anything less than bullish
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