The BONK ecosystem's market share is starting to strengthen, it was 50% a few days ago, and today it has reached 65%
Let's discuss some recent observations and thoughts
The main reasons for BONK's strengthening market share:
1. Yesterday, $ani became an affiliate account of X, driving the meme associated with ani to surge dramatically
2. Recently, new stories and narratives are still only happening with bonk, like $bucky, another old horse concept #imagine, and yesterday's little golden dog #fartless, $wojak, etc., all occurred with bonk
Looking at the pump side:
In the past two days, older coins from the pump category have started to fight back, like $troll, $Tokabu, which have all surged significantly, including those coins that Alon has supported. But there is a big problem: no new narratives are happening on this platform
In the long term, it is very important for a meme launchpad to have a continuous flow of new narratives. Recently, there have also been occasional interjections of other launchpads, such as moon, jup, bags, which have all had some decent golden dogs, but essentially, without new things, they are just fleeting phenomena. Although there are various platforms on Sol lately, in reality, only a few are effective; we need to observe where new narratives are happening, as that is what deserves more attention. Currently, I am more optimistic about bonk