BrixBountyFarm 🎩 pfp
BrixBountyFarm 🎩

@brixbounty

https://x.com/brix_farm/status/2110187670013911065?s=46 General (random) thought on pons, fomo, and meme markets from a veg farmer who is just starting to reengage as the season slows down… FOMO shouldn’t have hired Kyle; he was one of the most well respected traders enjoying a come up; and the hire effectively muted a megaphone both here and on pons. He’s no doubt creating value; yet his voice left a void that hasn’t been filled and attention drives everything. Both pons and fomo ran heavy for a while and both received renewed competition; how they both respond to this over the next couple of months will impact their trajectory. Common sense. Pons is gonna have to bring a stronger game in the face of stock pairs; reserve token launcher and Robinhood losing the limelight. Deployer and co just keep shipping regardless of price action. Catching a bit more air after the disaster of pools.fun launch which would have played differently if BNKR was rewarded from the jump. Attention and liquidity is split more now than ever; see the minimal motion of any new stock paired memes off recent base listings. Backpack has motion and vocal support that I don’t currently see for base projects. Coinbase listings are relatively meaningless in October 2026. See pons, basecat, bluechip etc. No signal. Retail isn’t coming this cycle… though folks hoping to catch momentum trade will continue to benefit mid cap “alts” eco plays etc. A great token launchpad would create an engaged LP mgmt option that prevented vamp pools from sucking fees away from the team/launchpad pairs. Haven’t seen this play out - and while it doesn’t make sense for short term holding tokens; would be important for tax tokens and efforts to create a holder meta. Which is kinda climbing uphill as static capital is rarely rewarded on the long tail.
0 reply
0 recast
1 reaction