PumpFun

Pons

2026-09-29 02:34:08

Pons Teases Social Trading Feature as Community Member Says It May Mirror FOMO

Pons, a token issuance platform on Robinhood Chain, is preparing to roll out a social trading feature, according to a Sept. 29 post from founder @MEADGod. The announcement itself did not spell out product details, but a separate claim from community member @byTheGentleman said the upcoming feature set may be designed to compete with FOMO. Based on that community post, the product could include real-time feeds of on-chain buys and sells, wallet tracking with instant alerts, verified profit-and-loss records, trader rankings, and an expansion to Solana through Pumpfun. At this stage, those feature details remain attributed to the community leak rather than an official product specification from Pons.

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Pumpfun

2026-09-28 13:09:26

Pumpfun tops Hyperliquid in seven-day revenue, ranks third among crypto apps

Pumpfun has moved ahead of Hyperliquid in seven-day revenue and now ranks third among crypto applications, according to a Techub News brief. The update points to a shift in the latest app revenue standings, with Pumpfun overtaking Hyperliquid over the past week. The same brief, citing data from prediction market Polymarket via Crypto Briefing, also said the market is assigning an 80% probability that Hyperliquid’s token, HYPE, will reach $100 by Dec. 31, 2026. No additional revenue figures or ranking details were provided in the source. The report links two separate market datapoints: Pumpfun’s latest seven-day revenue position and Polymarket’s pricing odds for HYPE over a longer time horizon.

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Bonk Guy

2026-09-22 08:45:21

Bonk Guy says he never took paid shill deals and will resume posting positions on X

Trader Bonk Guy said his X account was locked about a week ago after he posted about the Arc blockchain, and that the platform required a 「paid partnership」 label on the post before the account could be restored. He said the post mentioned Arc, Long and Fomo, but added that he had never interacted with Arc, only first spoke with Long after the post went live, and that Fomo had always publicly disclosed its referral-link relationship. Bonk Guy said he received no payment or partnership arrangement from Arc or Long. He added that, after looking into the issue, X appeared to require posts containing referral links to carry the 「paid partnership」 label, even though he does not believe that description is accurate in his case. Bonk Guy also said Pumpfun approached him about a month ago to trade on the platform and later proposed a product adviser role and other forms of cooperation, all of which he declined. He said he plans to keep sharing positions, trades and market views on X while following the platform’s current rules.

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PUMP

2026-09-11 05:04:31

Analyst says PUMP may be undervalued in the short term, but its long-term value capture remains unclear

Blockworks analyst Shaunda Devens examined whether PUMP should be seen as undervalued or fundamentally lacking value, and argued that the market may be underpricing PumpFun’s business fundamentals while still failing to resolve the token’s long-term value capture problem. According to the analysis, PumpFun is generating roughly $677 million in annualized revenue and PUMP is trading at about 2.8x price-to-sales, below comparable revenue-linked tokens. PumpFun also directs 50% of protocol revenue to programmatic buybacks and burns, which at current revenue and price levels would equal roughly 17.6% of circulating supply repurchased per year. In addition, about 77% of tokens allocated to the team and investors remain unmoved, a factor that could ease short-term supply pressure from insider selling and unlocks. Still, the token’s official documents state that PUMP does not represent equity in PumpFun and gives holders no rights to revenue, profit, dividends, or cash flow. PumpFun’s roughly $2 billion treasury belongs to Baton Corp rather than PUMP holders, and the current buyback arrangement is set to expire in April 2027 unless extended.

760

PumpFun

2026-09-11 02:55:16

Blockworks Research says PUMP may be deeply mispriced, with base-case valuation at 2.3x to 4.4x current price

A long-form report from Blockworks Research argues that PUMP is one of the most mispriced assets in crypto, tying that view to PumpFun’s revenue profile, buyback structure, and expansion beyond launch infrastructure into consumer-facing trading products. The report says PumpFun has built one of the most profitable and durable infrastructure businesses in the sector, with annualized revenue at $677 million and the lowest weekly revenue volatility among the top 10 revenue-generating protocols. The core argument has two parts. First, the market may be over-penalizing the token-holder alignment risk in the near term even after PumpFun committed 50% of protocol revenue to programmatic PUMP buybacks and burns through April 2027. Second, the market may be misreading PumpFun’s business by focusing on the decline in meme coin market capitalization rather than on the company’s actual monetization point, which is concentrated in newly issued and very small-cap tokens. The report notes that 96% of revenue comes from tokens valued below $1 million. Using bear, base, and bull activity scenarios, the analysts model a valuation range of $0.0108 to $0.0205 for PUMP, equal to 2.3x to 4.4x the Sept. 9 price of $0.0047. In a stronger upside case tied to a return to prior peak activity, the report puts PUMP at $0.0299 to $0.0598. In a bearish case, it sees downside to $0.0011 to $0.0019.

3000

PumpFun

2026-09-11 01:26:50

Blockworks analyst says PumpFun annualized revenue has reached $677 million

Blockworks research analyst Shaunda Devens said PumpFun, the meme coin launch platform on Solana, has reached $677 million in annualized revenue and has the lowest weekly revenue volatility among the top 10 protocols. She said the platform combines launchpad and DEX infrastructure while expanding into the consumer layer, with daily trading volume on its mobile app and Terminal front end up 5.6x since early July. Since 2024, PumpFun has generated $1.37 billion in cumulative revenue and, excluding stablecoin issuers, ranks as the second-highest-grossing app this year behind Hyperliquid. Devens added that PUMP is trading at a 2.8x price-to-sales ratio and placed its valuation range at $0.0108 to $0.0205, or 2.3x to 4.4x the current price. She also said a programmatic buyback funded by 50% of revenue would absorb about 17.6% of circulating supply on an annualized basis at current prices, while roughly 77% of allocated insider tokens have not moved.

750

StonkFun

2026-09-07 07:00:36

StonkFun posted $1.51 million in daily protocol revenue, topping Pumpfun and Hyperliquid

StonkFun reported $1,508,195 in protocol revenue for Sept. 6, based on data released by the project. Although the protocol has not yet been listed on DefiLlama, the figure would place it ahead of Pumpfun and Hyperliquid when compared with other popular protocols tracked by the platform. On that basis, StonkFun would rank sixth across all projects and protocols, behind only Tether, Circle, GMGN, Pons, and fomo. The update was cited by Odaily from official StonkFun data.

760

Castle Labs

2026-07-30 01:56:06

Castle Labs says protocol revenue has not consistently translated into token value

Castle Labs said in a new report that crypto protocols have generated about $7.42 billion in revenue so far this year, yet token prices have often failed to reflect those fundamentals. The report reviewed six protocols, including Aave, Hyperliquid, PumpFun and Uniswap, and found they produced a combined roughly $726 million in revenue in the first half of 2026. Still, once token issuance, unlocks and incentive programs are taken into account, net value inflows to token holders at some projects turn negative. Castle Labs highlighted that Hyperliquid has burned more than 47 million HYPE tokens, while PUMP has completed over $315 million in buybacks, even as the token remains about 60% below its issuance price. The firm’s conclusion was that protocol revenue alone does not automatically convert into token value, and that investors should also watch value accrual design, token unlock pressure and the underlying rights structure tied to each token.

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