Cena PumpanomicsPUMP

A whale withdrew 3.118 billion PUMP from a CEX, equivalent to about $9.22 million

$PUMP at 0.0029 Waiting for breakout confirmation at 0.0031 then👀 NFA DYOR

$PUMP | PumpFun numbers look insane at first glance. Over the last 30 days the platform generated $77.1m in fees and $36.7m in protocol revenue - meaning Pump captures ~48% of fees as revenue. At the current policy, 98% of that goes into buybacks. That’s roughly $36m of PUMP bought every month at today’s run rate. At a $1.66B market cap and $2.82B FDV, that’s a 26% annualised buyback yield on MC and 15% on FDV. On paper, that’s super strong. But once you stack those buybacks against the unlock schedule, you see why the token still feels heavy. 🟩 Now until June 2026 - Buybacks: $36m/mo - Unlocks (incentives): $28.2M/mo - Unlocks offset 78% of buybacks - Net effective buyback: 22% of headline 🟩 July 2026 - One off unlock (team and investors): $260.9m - Against $36m in buybacks, this month will be very inflationary 🟩 Aug 2026 until Jul 2029 - Unlocks: $19.4M/mo - Buybacks: $36m/mo - Unlocks offset 54–55% of buyback - Net effective buyback: approx 45% of headline To consider: Buybacks are conditional - they rely on volume, fees, and policy. Unlocks are guaranteed - fixed schedule, no discretion. If meme activity returns, volumes spike and fees grow, unlocks consume a smaller share of buybacks turning the model more deflationary. But with today’s numbers, this explains why the price doesn’t yet reflect how big the protocol looks on paper.

$PUMP - Mcap 1.03B$ - 75%/ 54.4K votes Bullish SC02 M5 - pending Long order. Entry lies within LVN + not affected by any weak zone; estimated stop-loss around 1.22%. The uptrend is in the 88th cycle, increase amplitude 6.75%. #TradingSetup #CryptoInsights