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soby0x on Pump.fun — focused on defi, privacy, fundamentals, ai, and memes
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1M STANDARDHeld $12M MC
One of my largest position. What they’re doing with LPing stocks is incredible. Additionally, the launchpad I think can grow to be a material part of the protocols revenues. Charter holders also get airdrops. Bullish on defi innovation and tokenized equities. IMO one of the sharpest teams on Robinhood.
8.7M HOOKRHeld $16.6M MC
$Hookr is the revival of the voltron thesis from defi summer, minus the clutter and monolithic protocols attached. Just lightweight rules directly on the lp If you’re a defi junkie and you realize this, aha moment hits and you start thinking about what can be gutted out/abstracted. It’s uncharted territory and you start revisiting old primitives in theory, because if they pull it off it’s coming for the whole block and that’s a big TAM if this works, pools become balance sheets and capital flows through programmable markets, not silos anymore
44.1M VIHeld $147K MC
GTA6's ingame economy is going to be a huge huge huge ecosystem These guys been building for a while 54 days since they deployed look into GTA5 RP servers and see how much they gross a month 6 figures to run a private gta 5 server a month https://x.com/ViceProtocol
