MrCryptoLegend 🐂🀄️

119,000 people used the pumpfun app for the first time during the first 2 weeks of october The market may be down but onboarding is absolutely up. Higher for our coins is only a matter of time.

Nothing but onwards

Alon said onwards 🐎 and the horses took it personally.

marketcap doubled in a few hours, and it’s not stopping here. $onwards 🐎

For Baton, The real bull case might be much bigger than I thought/ that is simply being the first $PUMP-paired token. Think about what Pumpfun is actually trying to build. For the longest time, SOL has been the default currency of memecoin trading. You buy SOL, you trade memes against SOL, and when you're done, you rotate back into SOL. But what happens if Pumpfun starts shifting that activity toward $PUMP? This is where things get interesting. Pumpfun has every incentive to make $PUMP more than just a token people speculate on. They want it integrated into the ecosystem. They want people trading against it, holding it, and using it as the currency that powers activity on their platform. And Custom Pairs could be an early step in that direction. Imagine a future where thousands of tokens launch paired with $PUMP. Imagine a future where PumpFun makes $PUMP the default quote token on their launchpad. Every new pair potentially creates another reason to acquire and hold $PUMP. Every bonding curve denominated in $PUMP introduces another place where the token is used. Every liquidity pool creates additional demand for $PUMP as a trading asset. Some of that supply could remain committed to liquidity for extended periods, depending on how those pools are structured. And as more projects adopt $PUMP pairs, liquidity could attract more traders, which in turn could attract more projects. That's how a token starts evolving from something people trade into something people trade WITH. Now bring $BATON into the picture. $BATON was the first to establish itself around this narrative. And I think that's a much more interesting position than people realize. If $PUMP pairs become a major category, $BATON doesn't necessarily need to invent a new narrative every week. It already has an identity tied to the emergence of that category. Every new $PUMP pair could bring more attention to the ecosystem. Every successful launch could strengthen the argument for $PUMP as a quote asset. And as the category grows, I think people will increasingly look back at where it started. There's also something interesting about the alignment here. Pumpfun has a business incentive to expand the $PUMP ecosystem. $BATON has a strong speculative thesis built around that expansion. That doesn't mean Pumpfun is obligated to support $BATON, or that growth in $PUMP pairs automatically translates into a higher $BATON price. But it does mean the thesis isn't entirely dependent just the community manufacturing attention. It's tied to a much larger potential change in the platform's trading infrastructure. I've spent a lot of time thinking about $BATON as a beta play on $PUMP. I'm starting to think that's only half the story. The bigger bet is that $PUMP becomes an increasingly important currency within Pumpfun, and $BATON becomes the token people associate with the beginning of that transition. If that future plays out, being first could matter a lot more than the market currently appreciates. That's the opportunity I see.