
加密韋馱|Crypto V🇹🇭|Aug 05, 2025 15:08
Pump returns, but Bonk series collectively breaks ground
Not many Chinese CTOs have mentioned it either
This has nothing to do with stance. From the top of the SOL meme ecosystem, those outside of the "Bonk Guard" should pay more attention to these three points:
1. Don't trust the destruction repurchase mechanism anymore
Bonk's daily income is around 600000 yuan. Even if it is fully repurchased, the current on chain and off chain liquidity is a drop in the bucket. Many MM will therefore consider hedging and offset the positive and negative effects
We don't even consider the operation of flipping one's left hand to the right hand here
This follows the logic of 'money is for women to see, not for women to spend'
Repurchase itself is a "posture" of injecting blood into the market starting range, and it is only effective when it is injected one by one. Dripping irrigation has no effect. Do you really believe it? You are the one with destiny
2. The Cabal strategy comes with a cost
I have said many times that Bonk's playing style is BSC's playing style. This itself is impeccable except for the lack of innovation, which is a bit unsightly.
But Bonk Cable Group itself is a market maker, and their funds have a cost. Once encountering extreme market conditions, at least to maintain strategic neutrality, there will be a chain of reductions in holdings, and even a chain of liquidations
Once the position is broken, it takes time to reconstruct the trend, and the cost will also increase exponentially. At this point, even robbing the shop is useless. You are betting that the cost of abandoning stocks in the gambling house is higher than the cost of boosting shipments. Once the price is broken, this logic will be lost
3. Do not believe any PVE/CTO narratives
You think PVE is because you can't see who you're PVP with. The only possibility for PVE or CTO to be established is for the project to find off-site liquidity.
And there are only two types of off chain transactions, one is contract speculative funds that come in from the exchange, and the other is ground pushing. Why do we need off exchange liquidity? Because Zhuang wants to withdraw, this is the only possibility that cannot be achieved through cutting off the field
Except for Gate/BG, almost all Sol meme's listing paths have been blocked, so they must run fast. This is no longer a problem with Bonk or Pump, it's a problem with the entire Sol
This is not criticizing any teacher of bullpost Bonk ecology
I never post Bonk CA because of my personal likes and dislikes
They posted it and got the results within a certain period of time, which is amazing
But perhaps now is the time for the Great Retreat, and if we continue, we may really need to take the script of the inscription
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