watching @GrailedGG closely but really liking what i’m seeing so far
$magik could be one of the rare ICM case studies where an already established business and coin mutually benefit each another in a way that doesn’t feel forced
a scalp and great opportunity for @heavendex 🧵👇
for @heavendex this is a huge opportunity to spotlight a potential ICM gem
supporting @GrailedGG will hopefully draw in other companies to think deeply about $magik ‘s model of tangibly tying in product with coin.
creator/icm volume generates twice the revenue for $light fyi
if we really want a true ICM season, launchpads, founders and market need to come together to find ways that simply make sense for a coin to be launched.
whilst it’s still early days, $magik stood out to me as a great example.
will @heavendex be the home for ICM? early signs…
liz. retweeted
Pretty clear that the game is fundamentally broken.
This is what happens when there is money being siphoned out at every corner.
Axiom takes a % - leaves the ecosystem
Pump takes a % - leaves the ecosystem
Fortnite 10 second clippers take a % - leaves the ecosystem.
There is no reason any new capital would want to join this game as it exists currently.
But what if we put it all back in? What if all of the volume were reinvested? What if we created a positive sum game that became EV+ for outsiders to join?
Just a thought
liz. retweeted
Launches on @heavendex are getting more original and less copy pasta.
Would not be shocked to see a major repricing soon, here's why:
- $LIGHT down 60% from ATHs
- Starseed is live but not deployed to support key eco projects
- Heaven DEX is still generating 3x the volume of the next three launchpads and 1/5 of Pumps
Many forget $LIGHT 10x in a week, I'm just not willing to count out an ecosystem focused on long-term growth.
liz. retweeted
still seeing a lot of midcurving regarding light on the TL so figured i'd write down a few of the reasons I have onlu become increasingly bullish since their launch.
1. the launchpad model is broken
when it comes to launchpads, the common theme has been extraction thus far
- pump has pulled out nearly 1B prior to starting their buyback program which is still
- launchcoin has taken nearly 100m in fees without actually providing any value
- countless other launchpads have launched with VC funding and features that no one wants, merely chasing a hot market with no real understanding of its users
light gives real ownership to users, and more importantly allows for the volume to circulate within the ecosystem rather than be pulled out at every corner
this leads to a far more sustainable long term ecosystem because contrary to popular belief- retail is not coming - at least not with the current state of things.
in order for the current launchpad model to sustain, we need constant influx of new entrants and new capital. which is a bit counterintuitive because any inexperienced participant who has joined this cycle has been rinsed immediately due to the pvp conditions.
so with the way things are currently, we are passing around an ever-decreasingly sized hot potato and at some point there will be nothing left.
I think every single active trader can admit that things are a lot more pvp and far less fun than they used to be. this can easily be illustrated by the fact that btc has been hitting new highs and the memecoin game isn't even close to as fruitful as it used to be.
putting the fees from trading back into the ecosystem creates a far better trading environment. Not only is there a broader wealth effect from the positive feedback loop of token buybacks but the general environment is far less pvp.
missed a runner on pump? you're pissed, and jealous of everyone who caught it.
missed a runner on heaven? its okay, you have exposure through holding light and are happy to see the ecosystem flourish.
2. the team actually gets it (and listens to their users)
@peacefuldecay and the team have been active during all waking hours, listening to those using the product and working to make it better.
they have demonstrated a clear understanding of their audience and a commitment to building for the long term.
"the final launchpad" isn't just some gimmick or catch phrase, its a mission
not to mention the team has been shipping at unprecedented pace, and don't need to cross a bunch of yellow tape to make an update
3. things are starting to come together
i've been bullish on light from the moment I saw their first post, but I understand the general skepticism that came early on
the team was anonymous and their product didn't exist, this paired with a large raise certainly raised some concerns, especially in a space riddled with bad actors.
in the early days of the launchpad, all of the runners were platform themed. this isnt inherently bad but was clearly unsustainable if there was no shift. Similar phenomenons have led to the stalling of other launchpads (IE: jup)
all of this fud/skepticism is understandable, but I think anyone who looks a bit deeper can see that every hurdle is being overcome.
The ecosystem is maturing.
There are runners that are not platform themed.
Communities are forming around legacy coins.
Creators are getting paid.
Nearly 8% of the circulating token supply has been burnt (WHAT!??!)
If you made it this far you're probably already a believer but if not, consider taking a closer look. I think there is a real chance here to bring us back to the days we know and love where the game felt more positive sum.
even i'm impressed at the speed in which @heavendex is closing the deployment and revenue gap. after only 5 days...
stats for 19th aug:
deployments:
pf: 20,350
heaven: 8,971
revenue:
pf: $1,237,405
heaven: $439,086 (100% buying $light)
marketcap:
pf: $1.01B
heaven: $105m
liz. retweeted
Few understand the effect of ownership.
Vested interests in success create preference
And increasing preference eventually leads to dominance
heaven incentivizes the user to buy & hold the native token and also choose the platform(s) more than any other launchpad / dex at the moment
buy $LIGHT, choose @heavendex — flywheel
liz. retweeted
People keep treating Heaven / $LIGHT as a "new meta that will quickly evaporate". But what’s happening is an accounting flip. And once you see it, you can’t unsee it.
Think about how we’ve traded for the last two years. We paid to trade, paid to migrate, paid again to feed external LPs, then thanked the venue for the privilege. The value we created left the room.
We did not get a system that compounded anything for the people actually clicking “buy.” Heaven flips the ledger around. The rake comes home. The house doesn’t just take, it buys its own equity, and it does it silently, without banners, without “sell-the-news,” without begging for trust.
That’s why this feels different: cashflow becomes bid, and bid becomes the new culture. Not their platform, not their toll road. Our launchpad.
“All this just another wave of Heaven-themed derivatives?”
Of course the first week looks self-referential; every new venue starts by binding its own identity. That’s distribution. But identity isn’t the ceiling; it’s the bootloader.
Once the venue proves it pays on usage, the heavier cargo (ICM, AI, infra, tools, news runners and cults) rolls in without being forced.
You can parade “ICM” founders onto the timeline all day, but without rails it’s theater (pastercoded). Heaven shipped rails: closed AMM, no LP skim, protocol capture that auto-buys the native, and fee rights that unlock after proof.
Builders don’t have to larp conviction for a weekend, the economics make conviction rational.
And now, there’s also a “mystery buyer in the walls”. Starseed is not a grant committee with a press release schedule, it’s a shadow tailwind that chooses to appear where the tape deserves it.
Chapters are just a soft prompt, an invitation: “show us what the chain wants.”
That’s how you extend metas from minutes to weeks: Pair visible cashflow with invisible selection, pair a venue that pays with a signal that someone is watching. You magnetize. You don’t chase.
You can respect the path that got us here and still step onto the one that compounds from here. You can keep trading the curve-and-migrate casino while also routing a slice of your risk to a room where usage becomes demand.
Heaven isn’t trying to be louder; it’s trying to be better.
i give @heavendex 2 weeks before it dies too. the reason is simple
yes, twap is good and necessary. but you gotta embrace CULTURE. not copy pasta coins without content
pump fun wins bc culture coins run on it. culture = cult
tokabu, neet, chillhouse, (NOT troll)
$light accrues revenue from ALL the volume on heaven.
i.e. you don't have to ape a single coin and holders will still benefit from the buyback and burn flywheel.
this is undoubtedly attractive to a much wider range of investors and you're seeing this unfold.
reminder: creator coins (icm, utility) accrue DOUBLE the revenue that memecoins do, and we haven't had a high quality launch in this category yet.
i expect fireworks once solid teams are inevitably magnetised towards deploying on @heavendex.
memetics x revenue = $light 🪽
@heavendex is leaving no stone unturned.
few founders understand the levels to both like @peacefuldecay.
piece by peace, heaven will undo the ptsd of overhyped, underwhelming promises and deliver the change we need in this industry.
it’s time.
what happens when a cult of believers forms and refuses to sell the coins?
$LIGHT is a cult coin that just so happens to be one of the most profitable sol protocols after 3 days
with the only eternal 100% flywheel
a cult combined with fundamentals
will take it all
liz. retweeted
Wild to watch people FUD the first product that actually points the economics at the trenchers. $LIGHT
We’ve begged for a team that builds for us and not to extract - now we’ve got one with a real flywheel buying the native token, that invested over $1.20m and burned almost 2% of supply (in 72h btw) and bros are fumbling it because there isn’t a “Clippy” on day two and just "heaven derivatives".
Be serious. Heaven launched with every headwind possible: messy TGE, first hours on the site were horrible, screeners misreporting, half the tools not reading pools correctly… and still capital is getting in and the early runners are cooking.
If this is what the tape looks like under maximum friction, imagine it when the gears are greased
“Why talk about other launchpads? Pump exists.”
Pump is the giant and it’ll stay giant; they have billions behind it, bots everywhere, an insane community and cult tokens.
But attention on Solana rotates (remember when Bonk made everyone forget Pump for weeks), and Heaven isn’t trying to be Pump with a new logo; it’s a different venue entirely: closed AMM, no LP fees, and 100% of protocol rev buying & burning $LIGHT. On coins >$100k MC it captures ~5x more protocol revenue than Pump, which means Heaven doesn’t need to “flip” Pump to matter, a 10–20% share of flow can still fund a monster flywheel.
Traders will use both, creators will follow the better economics.
Look at this dashboard: volume in the last window shows Pump ~$366M, Bonk ~$68.6M, Heaven ~$56.3M, yet revenue shows Pump ~$1.31M, Heaven ~$344k, Bonk ~$35k.
Lower volume than Bonk with ~10x its revenue, equally thick books, and no LP fees or extra costs pushed onto traders on community coins because Heaven is full-stack, complete ownership, and funnels 100% of protocol rev into $LIGHT buybacks.
This is what we always asked for; don’t let CT cope make you miss it.
godspeed.
