15h ago
PUMP should consider spinning up a @MetaDAOProject instance Would be a huge shift, but I think the large discount applied due to “rug risk” would quickly shrink. I can see the need for MetaDAO to mature as a solution first, but this seems like a really positive sum opportunity
1d ago
Wild PUMP trades at 2.5x revenue and is still ~$490m $PUMP token buybacks. Peak multiple was 4.1x revenue. Key metrics are trending down but PUMP is still a massive juggernaut in Solana.
Benefits to PUMP: - token probably reprices 2-5x - can continue raising capital and optimize for growth Risks: - something breaks - token transitions are not advisable for large projects, so maybe a hybrid model is okay - trading activity on decision markets can still be thin
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