Tyler and Farokh highlight how Pumpfun is maintaining revenue near its highs despite falling on-chain volume, as new revenue streams and rapid product launches strengthen its position ahead of the next market cycle
“PumpSwap volume has also fallen off pretty substantially over the course of this year. But the volume chart does not match the revenue chart at all”
“Revenue is basically still up. Even into last week, it was basically not too far off of highs. My point being there is they've found new revenue streams”
“It's helping them get through the on-chain bear, and then when the next on-chain bull comes, they'll be positioned to really run it up on the revenue side, is my view”
“I think they're wartime building, dude. I think a lot of the sentiment also is shifting as of last week because the way Pumpfun shipped recently: perps, Gotcha, bridge, limit orders”
“I've seen a lot of Pump haters on the timeline say, I hate Pump, but damn, they're building. And I think that is changing a lot of the sentiment around it, too, in a good way”
w/
@Tyler_Did_It,
@farokh