Pumpfun Pepe.

Been a long while since I wrote a thesis but I truly feel it in my bones that whilst only 19 days old, $PFP has what it takes to be a 250m+ coin by the end of Q4 and a must add to the Pumpfolio

43 million people have created a Pumpfun account, 43 million people have donned the default icon – Pumpfun Pepe.

It’s the underground symbol of the solana trenches, the trenches where the real culture for memecoins have formed. On top of the great double entendre between the ticker and the name, Pumpfun Pepe is an instantly recognisable character for any real trencher, Pumpfun user, or even Pump novice, and the impact behind it is real. Everyone at some point has read the comment section of a pumpfun token and seen 100s of these comical pfps either fudding hard, complaining about dex, spamming the dev, being overly bullish and more. It’s a core experience within pump culture and I think overall a good + funny representation of the trenches

The engagements metrics and cult appeal (and I hate using that term usually but it’s genuinely applicable here) is something that shouldn’t be ignored also. 1000s of people have changed their profile picture, 5.3k members in the X comm, 6k followers on the X page, daily spaces, 24/7 raids, 3 whole X filled GCs, are all things which are bullish enough in a normal market, but considering how ass the market sentiment has been recently (BNB liquidity suck, worst liquidation day in history, Trump x Xi homoeroticism) to have all this during this period only amplifies the bullishness. What happens once the liquidity truly flows back? It’s always good to judge a project by how the community reacts during the red, not the green. FYI during the BNB mania, $PFP had surpassed Aster as the most shilled cryptocurrency on X.

Pumpfun has also listed the token on MEXC as part of their MEXC Monday scheme, have engaged with the meme on the timeline, and the way the community is non stop raiding them; there is little doubt they haven’t noticed. So you have to wonder what else is going on in the backdrop. Logically it would make sense for Pumpfun to want to see this token flourish – what better to advertise your platform to normies than with a billion dollar meme token that has your companies name plastered upfront?

The project also has an NFT (Pumpfun Pepe’s) attached to it that has been doing very well on magic Eden, has been on the featured section of the page, and was second in volume only to Degods at one point (out of all Sol NFTs). It’s become a community within the community and has been a great way to help people develop further attachments to the project, even onboarding people into the coin who previously only preferred NFTs. The R/R on both the token and the NFTs are high.

I’ve been in since day 1, didn’t catch it early enough but my entry has averaged out to around 1.9m, and I’m super comfortable with that. Truly believe anything sub 10m will be seen as a God entry by the end of the year.

We are all Pumpfun Pepe’s deep down.

From Pumpfun Pepe we come, and to Pumpfun Pepe we shall return