crypto addicted // alpha dealer | follow my agent @minilozio | Ride the @ondasignal | @realcookhouse 8BQmUeGR24EDfjEpZcZCEAHpfx96hyH9Q7gdXS3EaP8Y
Joined December 2022
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Just built a tool for $BATON.
It indexes every BATON beta, the coins launched on pumpfun paired with BATON instead of SOL, and shows how much BATON sits in their bonding curves and pools, how much volume they do and which ones are close to graduating. Balances update live from the chain.
Why I built it: the BATON ecosystem is growing fast and there was no single place to follow it. I really think this is the meta of this cycle, a runner plus all the betas paired to it. You can see the pumpfun vision here.
On these coins the liquidity is BATON, not SOL, so every buy and sell runs through BATON and PUMP.
pumpfun rebuilt its bonding curve and PumpSwap programs so that extra hops doesn't stack fees, which keeps trading cheap enough to sustain real volume (this shows you the interest from pumpfun to push this narrative and create a new meta).
In the last 24h about 81M BATON (~$1.1M) traded through the pairs, and since BATON's main pool is against PUMP, part of that flow lands on PUMP too.
744 betas launched so far, 120 of them holding BATON right now: about 6.9M BATON, 0.69% of the supply, up 4.7x in a week.
As BATON makes new highs I expect more betas and more supply held.
Link below 👇
Delist your snarks_
These guys are cooking 👀
Signals introduce a new layer to collecting zkSNARKs—connecting how collectors engage with a collection to how artists and projects understand and respond to them.
The system will reveal itself in layers.
Log in to Zilk Road and visit your account to view your Signals.
// zilkroad.com/account
The good thing about $BATON is that the thesis will never change.
As long as Pumpfun is alive, BATON keeps making sense. Think about it: if you believe Pump stays relevant through the whole cycle, why not put a small bag into BATON?
These market conditions are handing everyone a crazy entry. The more time passes, the stronger and more convicted the core community gets.
Imo this is basically the only memecoin that came out of this mini pre-bull cycle that will still makes sense for the entire bull run.
Onwards.
This is exactly what I'm trying to show you with the website I built for $baton
Study how beneficial is to have Pump paired runners for them.
noticed an interesting $PUMP insight as a result of Custom Pairs:
since Custom Pairs launched last month, 0.33% of the current circulating supply (~$5.9M) has been taken out of circulation: locked LPs, burned, or in the pump protocol fee wallets.
annualizing can be a gimmick, but assuming $PUMP pair activity stays flat, that's ~3.35% of the current float being taken out of circulation every year.
the Custom Pairs update launched into an onchain market that isn't too hot, so it's not crazy to think that we're nowhere near seeing how crazy this can get.
this is especially true for memes or other onchain coins with market caps much lower than billions - if adopted as Custom Pairs these can do REALLY well from all the volume and buy pressure routing through them.
That’s so stupid lol.
You don’t have to make it more complicated… just make it simpler.
Go back to the USB stick form factor, add proper anti-tamper protection so the device self-destructs if anyone tries to open it, and boom… you’ve just made the best hardware wallet ever.
Your wealth is digital. The device you manage it with should be built for that.
Meet Ledger Atom™: the security of industry leading hardware, the convenience of your everyday apps, plus control over your AI tools, and a rapidly expanding platform of apps, all in one quantum ready device.
Agents propose. You approve. Your Ledger signer enforces.
Bottom on my solana:Hg5Ja55T5wESq4vyFoiVCMeHXtGyVA69X2UHq8hgpump
bought back some here, crazy panic across the whole space, I like this entry so I gladly buy some from panic sellers, this is the perfect moment to start your DCA for anyone that missed.
Don't see any reason to sell apart that the whole market is nuking, thesis is still the same.
Onwards 🐎
These are so cool 🔥
Wish I had 26 to burn and get one
Happy to see @zksnarks_ keep cooking and showing everyone they care about community and are here for the long run.
Comfy holding my bags. This is another easy long term play 🫡
minilozio.com/baton
Let me know if you have any suggestion or edits to make.
There's also a page to get baton from your dead SOL acconts, try it!
KeNNy retweeted
BATON COMMUNITY GUIDELINES
1. PvE over PvP.
we don’t need to tear other communities down to build our own. no beef, no unnecessary comparisons, no tribal wars. we focus on what we’re building, not on outrunning someone else.
2. bring belief back to the trenches.
BATON stands for hope, belief and the possibility of building something meaningful together. we want to remind people why they fell in love with memes in the first place.
3. we’re here to lead the next wave.
we’re not trying to become the next version of an old meme. we’re building something that can define a new wave of memes this cycle. we set the culture, we don’t chase someone else’s legacy.
4. no price targets, no artificial ceilings.
we don’t put limits on what we can achieve. no arbitrary market cap targets, no declarations about where the top is. focus on the work, the community and the narrative. let the market decide how far it goes.
5. community over personalities.
no one person is bigger than BATON. everyone can contribute, everyone can bring something to the table. we’re building a grassroots movement, not a personality cult.
6. organic growth over forced hype.
we believe in what we’re building, but we don’t need to force it. genuine engagement, creative content, community initiatives and consistent work will always matter more than empty shilling.
7. a rising tide lifts all boats.
we embrace good BATON betas and communities that share our spirit. their growth can bring more attention, more people and more energy into the ecosystem. we want to see the whole wave rise.
8. respect the people building alongside you.
give credit, welcome new contributors, support good ideas and make room for people to get involved. every great community starts with people who decide to care before everyone else does.
9. conviction comes with work.
belief isn’t just holding a bag and waiting. it’s creating memes, making content, welcoming newcomers, spreading the narrative and helping the community evolve. everyone can contribute in their own way.
10. remember why we’re here.
we’re here to make $BATON a symbol of what’s possible when a grassroots community comes together around a simple, powerful narrative.
11. baton betas are part of our ecosystem, and we embrace them. we believe in a PvE mindset where communities grow together, support each other and bring more people into the wave.
PvE. one community. one mission. a new wave.
It’s basically been a couple of weeks I’m not trading and still I outperformed 95% of CT just by holding solana:Hg5Ja55T5wESq4vyFoiVCMeHXtGyVA69X2UHq8hgpump (2M to 15M+)
Lesson In that.
Baton billions.
Pump is taking the crown back and solana:Hg5Ja55T5wESq4vyFoiVCMeHXtGyVA69X2UHq8hgpump is how I'm playing it.
We know September was the month everyone decided pump was finished, new launchpads out-earned it, tax tokens stole the spotlight, and the timeline moved on.
That was the bottom.
And I think the cleanest way to bet on the comeback is a sub $5M coin that most people still haven't looked at properly.
BATON.
Here's the thesis:
1. The meta moved on without pump
This cycle didn't start on pump. Attention went wherever things were new: tax tokens paying holders in ZEC and tokenized stocks, launchpads on Robinhood Chain, memes paired with stocks.
Pump's first answer didn't land. Custom Pairs went live on September 9, letting anyone launch coins paired with stocks, majors and other tokens. But it shipped without the one thing people actually wanted: holder rewards.
2. The baton lore
Start with the name. The company behind pump.fun is Baton Corporation. solana:Hg5Ja55T5wESq4vyFoiVCMeHXtGyVA69X2UHq8hgpump takes the entity that runs pump, turns it into the meme, and pairs it directly with $PUMP. It doesn't get much closer to the source than that.
It launched during the Custom Pairs rollout with Cashback switched on.
On September 12, pump killed Cashback for new launches and introduced Holder Rewards.
solana:Hg5Ja55T5wESq4vyFoiVCMeHXtGyVA69X2UHq8hgpump got upgraded immediately to avoid any other pvp, great move by Pump, who know exactly the potential of this coin.
3. Fees
The tax coins that led this cycle charge 3%.
Baton sends a 1% fee to its holders.
Both of those choices matter more than they look.
A 3% tax hits both sides of every trade, so a round trip costs 6% before any other fee. Anyone trying to move real size, or to trade the coin more than once, gets bled, so eventually they stop trading it.
When volume dies, the rewards die with it.
At 1%, a round trip costs 2%. The coin stays tradeable, and volume is the only thing that pays holders. Yes, 3% pays more per trade but it also kills the trades. Over a few months, the coin that's cheap to trade is the one that keeps paying.
4. No tax wallet dumping on your chart
This is the part almost nobody talks about: how the rewards actually get paid.
A tax token takes its cut in the token itself, on every transfer. That tax piles up, and to turn it into rewards, one wallet has to take it and sell it back into the pool. All day, every day.
Bitquery traced StonkFun's reward wallet over 30 days.
On 160 coins, more than half the supply went through the tax and got sold back into the pool.
solana:Hg5Ja55T5wESq4vyFoiVCMeHXtGyVA69X2UHq8hgpump works differently. There's no tax on the token. The fee is taken in $PUMP, inside the swap, at the moment you trade.
The distribution wallet already holds $PUMP and simply sends it out without selling any token.
5. Pump is printing again
While the timeline was busy crowning new launchpads, pump's numbers turned. Fast.
In the seven days to September 26, pump made $12.7M. StonkFun made $8.6M and Pons $2.3M. Pump alone out-earned the other two combined.
→ revenue up 25% week over week, and 47% since the week it got flipped
→ bonding curve volume up 48% week over week, to $915M
→ September 26 was its best day of the month: $2.8M in revenue and $211M in volume
6. Too much noise to see it
There's a reason this isn't priced in yet: September threw everything at the timeline at once.
We are entering the bullmarket and every morning there was something new to chase.
The rotation back to the leader has already started.
7. Why I'd rather lose money than miss this
Put it all together.
A coin named after the company behind pump. Paired with $PUMP, paying $PUMP to holders.
No tax on the token, no wallet dumping on the chart.
Many will fade this. It isn't a fast trade. But walking into the real bull market without exposure to a memecoin paired with the sector leader makes no sense to me.
I'm accumulating as much as I'm willing to lose.
NFA, DYOR. Good luck, SOLdiers 🫡
Size baton n chill
Happy 1 month old $Baton 🎉🎉
This is just the start.
Baton Billions.
