Congrats to DoubleZero on the launch today. One of the coolest truly novel net new primitives I’ve seen in crypto recently Disclaimer: Delphi Ventures is a proud investor in 2Z

Finally had a chance to listen to this interview on a long flight with no distractions And I think I absorbed the key point which is IF a platform can pay small creators AND be profitable, it will be huge - not crypto huge, but internet huge Long $PUMP

pump is outperforming all majors & comps since ico https://t.co/ASxDhJSC8c

Delphi subscription continues to pay for itself with people like @that1618guy doing TA, @0xLTR calling Mantle, @simononchain beating the drum on $PUMP nonstop, and the rest of the research team cooking 24/7

charts im interested in rebuying on a pullback - $PUMP - $MNT - $AVAX - $SOL Will share some TA on these shortly 👀

$PUMP and $HYPE are crypto's biggest revenue generators, each using ~100% of revenue to buy back their tokens at current market caps (using trailing 30d numbers) pump is buying back nearly 3% of its unlocked supply each month, while hyperliquid is buying back ~0.7% annualized - pump is effectively removing 34% of current market cap from circulation while HL is doing about 8.4% expecting pump to continue to rerate higher and for these multiples to converge, albeit hype will likely still trade at a premium with competitors unable to retain volumes and market share, pump has cemented itself as the launchpad leader and can sell their grander vision without challengers muddying the waters clear market dominance makes it easier for participants to buy in and for PUMP to expand valuation potential as they sell bigger ambitions beyond just being the dominant launchpad

Everyone knows @a1lon9 But @pumpdotfun actually has three co-founders We hosted @sapijiju for his first-ever conversation about $PUMP Timestamps 0:00 Intro & Noah's Crypto Journey 7:15 Learning from Failure to Product Market Fit 11:20 Crypto's Lack of Innovation 16:30 Current Creator Models are Broken 18:00 Pump's Content Vision 23:00 Pump as a Product First Operation 25:00 Growing the Pie for Streaming 29:00 Innovating on Content Distribution 34:00 Letting Content Grow Organically 37:40 +$1.5B worth of SOL is locked in Pump Liquidity Pools 40:20 Creating a Global Impact with Pump 42:20 What could Pump do with its Warchest? 47:00 The Pump Buybacks 51:00 Why People use Pump 54:00 The Culture Shift of Crypto 57:00 Traditional models no Longer Work 59:00 The Cycle of Human Nature

new hivemind with @kaledora got her to pitch us on why the perpification of rwa’s will beat out tokenization of rwa’s