Will PUMP replicate HYPE's growth trajectory?
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Will PUMP replicate HYPE's growth trajectory?
Crypto gamblers won't fly to Las Vegas; they'll gamble on Pump.
Navigating Web3 tides with focused insightsAuthor: hoeem
Translation: AididiaoJP, Foresight News
Pump is the most successful crypto casino in history, with an endless base of loyal users.
This is a casino where you can profit because it has a buyback mechanism.
Fees are generated by every gambler, every streamer, and every speculator who joins. And these fees don't disappear into some venture capital black hole—they are directly recycled into PUMP buybacks.
You're not betting against the house. You are the house.
Upbit and Binance have just listed PUMP, and there has been some selling pressure. If you're cautious, here are some charts for reference:
Revenue doesn't lie
Last week:
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Pump revenue = $14 million
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Hype revenue = $16 million
Weekly revenues are similar, yet Hype's valuation is 10x that of Pump.
This mispricing won't last.
Early days of streaming
Twitch is a $50 billion company, but it pays almost nothing to its streamers. Pump tokenizes attention and pays out significantly more rewards, and despite only beginning its journey in live streaming, it's on track to reach similar revenue levels.
$1 million in streamer token trading volume = $10,000+ in payouts.
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Annualized revenue: Pump ≈ $750 million, Twitch ≈ $1.7 billion.
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Market cap valuation: Twitch = $50 billion, Pump = ~$2 billion.
Even modest adoption would push Pump’s revenue past $1 billion—the gap is absurd.
Since this new method of creators earning via tokens and streaming emerged, we’ve seen revenue surge.
This happened amid低迷 Solana DEX volumes, yet we still see pump.fun generating extremely high revenue.
Gambling narrative
Rising risk appetite in Q4? Crypto gamblers won’t fly to Las Vegas—they’ll gamble on Pump tokens.
Every bet on a newly launched token means more fees.
More fees equal more buybacks.
More buybacks equal tighter supply.
That’s the cycle.
Buyback engine
Pump has already bought back approximately $85.37 million worth of tokens—equivalent to 6.1% of circulating supply.
Daily buybacks range between $1–2.5 million.
Monthly run rate peaks at $100–150 million.
For a $2 billion market cap token, this is substantial market impact.
Liquidity in the core pool is only $20–30 million—the buyback force hits like a truck.
Creator revenue share moat
Meme coins usually die after hype fades, but creator revenue sharing solves this.
Creators now earn up to 10x higher fees as their tokens grow.
Within just 24 hours of launch, over $2 million was paid out to creators.
You may agree or disagree with the ethics here—I don’t care. It aligns perfectly with my Pump thesis: more fees, more revenue, more buybacks.
Chain reaction:
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Pumpswap’s trading volume surpassed Raydium + Meteora, reaching $878 million daily.
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MEXC now lists a Pump ecosystem token every Monday.
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Developers stay because their income grows along with project scale.
This is how you build a moat.
Sentiment + mindshare shift
Charts don’t lie either.
Mindshare: After crashing in early July, Pump bottomed and has steadily climbed. Mindshare has rebounded from around 3% to over 6% and continues rising—attention share is compounding.
Market sentiment: Even after price collapsed post-ICO, sentiment began trending upward, though skepticism remains widespread.
People once gave up, but since then, with revenue and buybacks kicking in, they've reassessed the project.
When mindshare rises, sentiment shifts, and fundamentals improve—that’s a sign of trend reversal.
Ecosystem expansion
Pump isn’t static—it’s continuously adding features:
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98% of revenue cycled into buybacks.
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Integrated \@bubblemaps for clearer token discovery.
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Loyalty airdrops retain users.
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Redefining Memes as viral applications.
Each layer strengthens the flywheel effect.
The big picture:
At launch, Pump was chaotic, prices crashed, everyone lost interest.
Now?
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Revenue is compounding.
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Weekly buybacks.
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Mindshare and market sentiment are climbing.
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Streaming and gambling narratives are still early.
Pump isn’t just another casino.
It’s the most successful crypto casino in existence.
It’s the casino you can own through token buybacks.
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hoeem
