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就在4月24日,Pump.Fun部署的令牌的市场份额几乎为99%。本周,随着竞争发射台的持续吸引力,这种优势降至接近60%。
An ugly (or is it cute?) green lizard named Glonk is showing how pump.fun’s once absolute dominance of the Solana memecoin trade is slipping.
一个名叫格隆克(Glonk)的丑陋(还是很可爱?)绿蜥蜴正在展示泵。
As recently as April 24, pump.fun’s market share of tokens deployed was almost 99%. This week, that dominance slipped down to near 60% as competing launchpads continue to gain traction.
就在4月24日,Pump.Fun部署的令牌的市场份额几乎为99%。本周,随着竞争发射台的持续吸引力,这种优势降至接近60%。
Raydium’s LaunchLabs and Bonk’s Let’s BONK, which both launched in the second half of April, were neck and neck with about 7% market share last week. But as of this week, Let’s BONK gained as high as 30% market share on Monday, May 12, holding steady between 16-20% for the rest of the week.
Raydium的LaunchLabs和Bonk的Let's Bonk在4月下半年推出,上周的市场份额约为7%。但是截至本周,我们的Bonk在5月12日星期一获得的市场份额高达30%,一周剩余时间的稳定在16-20%之间。
What’s happening is best illustrated by a picture comedian Ricky Gervais posted on X on May 13 of Glonk, a character in his Flanimals book series.
在5月13日在Glonk的X上发布的图片喜剧演员Ricky Gervais最好地说明了发生的事情,Glonk是他的Flanimals Book系列中的一个角色。
Shortly thereafter, two different Glonk memecoins — of course, neither officially from Gervais — were launched on competing Solana memecoin launchpads pump.fun as well as Let’s BONK.
此后不久,两个不同的Glonk Memecoins(当然,也没有正式来自Gervais)是在竞争的Solana Memecoin Launchpads pump.fun和Let's Bonk上发起的。
Who came first?
谁来了?
Let’s BONK was winning until X user Qwerty posted a screenshot of the two tokens with the Let’s BONK version at a market capitalization of $442,000 and pump.fun’s at $138,000. Qwerty said “A PUMPFUN JUST GOT VAMPED SUCCESFULLY BY A BONKFUN. REF DO SOMETHING.”
让我们的Bonk获胜,直到X用户Qwerty发布了两个令牌的屏幕截图,并以Let's Bonk版本为442,000美元的市值为442,000美元。 QWERTY说:“一个Pumpfun刚刚被Bonkfun成功地吸引了。裁判做点什么。”
"Vamped" refers to a vampire attack, in which a new DeFi project incentivizes users of an existing platform to migrate their liquidity by offering more attractive rewards or incentives.
“吸血鬼”是指吸血鬼攻击,其中一个新的Defi项目激励现有平台的用户通过提供更具吸引力的奖励或激励措施来迁移其流动性。
Which is when pump.fun founder Alon Cohen chimed in "send the OG" on X, suggesting that pump.fun was where buyers should turn to buy Glonk.
这就是pump.fun创始人Alon Cohen在X上的“发送OG”中插曲的时候,这表明Pump.Fun是买家应该转向购买Glonk的地方。
That in turn set off Let’s BONK founder @SolportTom, who said on X:
反过来,让我们在X上说的Bonk创始人@Solporttom @Solporttom。
He added, “If a coin is $3 million on BONK and the one on Pump was 170k and someone tweets out saying ‘Pump the og one’ that's pretty low imo. People chose their winner already.”
他补充说:“如果一枚硬币在邦克(Bonk)上是300万美元,而泵上的一枚硬币为17万美元,有人发推文说'泵一个og One',那很低imo。人们已经选择了他们的赢家。”
The 24 hour volume peaked at $82 million for Let’s BONK and $56 million for pump.fun, according to Lookonchain.
据LookonChain称,这24小时的量为8200万美元,泵。
Let's BONK, the challenger
让我们bonk吧,挑战者
For all that, pump.fun is still far ahead on daily active users, with 147,078 in the past 24 hours, compared to less than 22,890 for Let’s BONK, per Dune data.
尽管如此,每天的活跃用户中的pump.fun在过去24小时内仍处于147,078的领先地位,而Let's Bonk则是每笔舞蹈数据,而每天的使用寿命少于22,890。
On other measures the two are closer, at least some days. On May 12, pump.fun graduated 195 tokens, which means that the tokens reached a certain market cap and became tradeable on a DEX. The same day, Let’s BONK graduated 178. Boop got 28 and LaunchLabs graduated 11 tokens.
在其他措施上,两者至少几天更近。 5月12日,Pump.Fun毕业了195个代币,这意味着令牌达到了一定的市场上限,并且在DEX上变得可以交易。同一天,让我们毕业于178。Boop获得了28个,发射列表毕业了11个令牌。
But as of yesterday, May 15, pump.fun had more than twice the number of graduating tokens.
但是截至5月15日昨天,Pump.Fun拥有毕业令牌的两倍以上。
In terms of number of tokens launched, pump.fun is still the clear leader. In the past 24 hours, pump.fun saw a little over 19,300 tokens launched, compared to 4,756 for Let’s BONK.
就启动的代币数量而言,pump.fun仍然是明确的领导者。在过去的24小时中,Pump.Fun推出了19,300多个令牌,而Let's Bonk则为4,756。
Altogether, the numbers show that thought pump.fun is still the go-to Solana memecoin launchpad, Let’s BONK is emerging as a challenger.
总的来说,数字表明,思想泵。FUN仍然是首选的Memecoin Launchpad,Let's Bonk正在成为挑战者。
Last week, Solidus Labs released a report that said that almost 99% of memecoin launches on pump.fun are rug pulls or pump-and-dump schemes.
上周,Solidus Labs发布了一份报告,称将近99%的Memecoin在Pump.fun上发射。
Today, pump.fun’s founder teased a new community takeover feature for revenue share, just a few days after the launchpad kicked off creator revenue sharing.
如今,Pump.Fun的创始人嘲笑了一份新的社区收购功能,以获取收入份额,就在发射台启动创建者收入分享几天后。
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