seaven15

Let’s talk $PUMP buybacks. Buybacks, in my head, are basically bodybuilding for tokens. If you check the mirror every morning, you’ll swear nothing’s happening and start questioning your life choices. But give it time, keep showing up, and suddenly your t-shirt fits different. Same deal here: you don’t “feel” it overnight, but the math keeps doing reps in the background. Think of the coins like actual physical inventory. In a bear market, it’s Costco on a Saturday: way more stuff on the shelves than people buying. No coin is magically immune. What matters is they’ve permanently removed 15.15% of supply. Gone. Deleted. Not “locked,” not “we promise we won’t sell.” More like “thrown into a volcano.” Those coins can’t come back and get dumped on you later. And here’s the sneaky part: every day the max supply keeps shrinking. So if price keeps hanging around this market cap while revenues keep coming in, the available supply at these levels gets thinner and thinner. Eventually you hit that awkward moment where there just aren’t many willing sellers left at these prices. Now, yes—short-term flows still run the intraday circus, and those moves can dwarf revenue on any given day. So don’t stare at the 5-minute chart like it owes you rent. Also worth noting: most of these revenues happened in a bear market. Not exactly the “everyone’s a genius” phase. In a real bull market, those numbers can easily go 2–3x. Either way, time + revenue do their thing. Just not always in the way your brain wants it to, because your brain is addicted to instant results like it’s doomscrolling. From where I’m sitting, sell momentum looks like it’s run out of caffeine. And markets are a pendulum—when they stop swinging one way, they tend to eventually swing back. Whether you love the business model or hate it, the numbers are real and verifiable on-chain. So the question is: do you want to be right, or do you want to make money? If we’re walking into a crypto bull market, this is one of the cleaner bets out there because it benefits from attention *and* the Solana economy—double tailwind. My view: it’s set up for a few to several multiples, but yeah, time will be the judge and jury. $400k per day over another 3–6 months at this market cap? I genuinely don’t know if the willing supply exists at this price level. Feels like demand > supply to me. And I can’t think of many large, liquid crypto assets with this kind of revenue-to-MC buyback dynamic, which is why it’s so attractive. It could—and probably should—trade a lot higher. But you had to sit through the price capitulation *and* the “I’m tired of waiting” capitulation for the setup to even work. As for my plan: I’m adding another 100m this week, which puts me at 500m PUMP. Then I may tactically add another 500m at obvious HL points or levels I personally care about. When I have conviction, I size like this. When I don’t, I just set a hard entry and target and go touch grass.