OT: Stock and Investment Thread

Rutgers Chris

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Where does the revenue go?
Probably one of the best designed ponzis in crypto…
The revenue generated by platforms associated with $BONK, particularly Bonk.fun and LetsBONK.fun, is distributed strategically to support the BONK token and the broader Solana ecosystem. Here’s a breakdown of where $BONK revenue typically goes, based on available information:

- **Buy and Burn (50%)**: Half of the revenue from Bonk.fun is used to purchase $BONK tokens from the open market and burn them, permanently reducing the circulating supply to create deflationary pressure and potentially increase token value.[](https://www.coindesk.com/markets/2025/07/08/bonkfun-grabs-55-of-solana-token-issuance-share-pushes-bonk-demand)[](https://www.ainvest.com/news/bonk-fun-surges-55-2-market-share-solana-blockchain-2507/)

- **Strategic Reserves (8%)**: An additional 8% of Bonk.fun’s revenue is allocated to buying $BONK tokens for reserves, strengthening the ecosystem’s liquidity and stability.[](https://www.coindesk.com/markets/2025/07/08/bonkfun-grabs-55-of-solana-token-issuance-share-pushes-bonk-demand)[](https://www.ainvest.com/news/bonk-fun-surges-55-2-market-share-solana-blockchain-2507/)

- **BONKsol Staking**: A portion of revenue is used to buy BONKsol, keeping SOL within the Solana ecosystem and supporting network security through staking.[](https://revenue.letsbonk.fun/)

- **BonkRewards**: Funds are allocated for user rewards and incentives within the BONK ecosystem to encourage engagement and participation.[](https://revenue.letsbonk.fun/)

- **Ecosystem Development (SBR Initiatives)**: Revenue supports broader Solana ecosystem growth, including community-led initiatives via the Bonk DAO.[](https://revenue.letsbonk.fun/)

- **Marketing**: A portion is dedicated to promoting the platform and expanding user adoption.[](https://revenue.letsbonk.fun/)

- **Tech Development and Operations**: Funds are reserved for technical development, infrastructure (e.g., RPCs/servers), hiring, and growth, net of overhead costs like $20,000 for operational expenses.[](https://revenue.letsbonk.fun/)

- **Platform Revenue**: The remaining revenue, after allocations like buybacks and burns, is retained by the platform (e.g., Bonk.fun) for operational and business purposes.[](https://www.coindesk.com/markets/2025/07/08/bonkfun-grabs-55-of-solana-token-issuance-share-pushes-bonk-demand)

For example, Bonk.fun’s fee structure has driven significant buy-and-burn activity, with daily revenue exceeding $1 million, translating to over $500,000 daily in $BONK purchases for burning. LetsBONK.fun has also reported substantial revenue, with 18,273 SOL (~$3.3 million) amassed in 18 days, distributed across ecosystem development, liquidity incentives, and community rewards.[](https://www.ainvest.com/news/bonk-fun-surges-55-2-market-share-solana-blockchain-2507/)[](https://investx.fr/en/crypto-news/bonk-raises-3m-bonkfun-token-surge/)

This model emphasizes reducing token supply, enhancing ecosystem growth, and rewarding community participation, though exact percentages may vary by platform and initiative. For the most detailed and up-to-date breakdown, check official dashboards like revenue.letsbonk.fun.[](https://revenue.letsbonk.fun/)[](https://investx.fr/en/crypto-news/bonk-raises-3m-bonkfun-token-surge/)
 
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RU05

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Jun 25, 2015
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Probably one of the best designed ponzis in crypto…
The revenue generated by platforms associated with $BONK, particularly Bonk.fun and LetsBONK.fun, is distributed strategically to support the BONK token and the broader Solana ecosystem. Here’s a breakdown of where $BONK revenue typically goes, based on available information:

- **Buy and Burn (50%)**: Half of the revenue from Bonk.fun is used to purchase $BONK tokens from the open market and burn them, permanently reducing the circulating supply to create deflationary pressure and potentially increase token value.[](https://www.coindesk.com/markets/2025/07/08/bonkfun-grabs-55-of-solana-token-issuance-share-pushes-bonk-demand)[](https://www.ainvest.com/news/bonk-fun-surges-55-2-market-share-solana-blockchain-2507/)

- **Strategic Reserves (8%)**: An additional 8% of Bonk.fun’s revenue is allocated to buying $BONK tokens for reserves, strengthening the ecosystem’s liquidity and stability.[](https://www.coindesk.com/markets/2025/07/08/bonkfun-grabs-55-of-solana-token-issuance-share-pushes-bonk-demand)[](https://www.ainvest.com/news/bonk-fun-surges-55-2-market-share-solana-blockchain-2507/)

- **BONKsol Staking**: A portion of revenue is used to buy BONKsol, keeping SOL within the Solana ecosystem and supporting network security through staking.[](https://revenue.letsbonk.fun/)

- **BonkRewards**: Funds are allocated for user rewards and incentives within the BONK ecosystem to encourage engagement and participation.[](https://revenue.letsbonk.fun/)

- **Ecosystem Development (SBR Initiatives)**: Revenue supports broader Solana ecosystem growth, including community-led initiatives via the Bonk DAO.[](https://revenue.letsbonk.fun/)

- **Marketing**: A portion is dedicated to promoting the platform and expanding user adoption.[](https://revenue.letsbonk.fun/)

- **Tech Development and Operations**: Funds are reserved for technical development, infrastructure (e.g., RPCs/servers), hiring, and growth, net of overhead costs like $20,000 for operational expenses.[](https://revenue.letsbonk.fun/)

- **Platform Revenue**: The remaining revenue, after allocations like buybacks and burns, is retained by the platform (e.g., Bonk.fun) for operational and business purposes.[](https://www.coindesk.com/markets/2025/07/08/bonkfun-grabs-55-of-solana-token-issuance-share-pushes-bonk-demand)

For example, Bonk.fun’s fee structure has driven significant buy-and-burn activity, with daily revenue exceeding $1 million, translating to over $500,000 daily in $BONK purchases for burning. LetsBONK.fun has also reported substantial revenue, with 18,273 SOL (~$3.3 million) amassed in 18 days, distributed across ecosystem development, liquidity incentives, and community rewards.[](https://www.ainvest.com/news/bonk-fun-surges-55-2-market-share-solana-blockchain-2507/)[](https://investx.fr/en/crypto-news/bonk-raises-3m-bonkfun-token-surge/)

This model emphasizes reducing token supply, enhancing ecosystem growth, and rewarding community participation, though exact percentages may vary by platform and initiative. For the most detailed and up-to-date breakdown, check official dashboards like revenue.letsbonk.fun.[](https://revenue.letsbonk.fun/)[](https://investx.fr/en/crypto-news/bonk-raises-3m-bonkfun-token-surge/)
Who does all this stuff? And do they get paid?
 

T2Kplus20

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May 1, 2007
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Majority of it is done by the developers who got 20% of the supply when it launched. Much of that is/was on a vesting schedule. I think I’ve seen where they have a few employees for marketing, communications, etc
SOL has a nice rally going on. Up to $175.

Markets in the green to close the day.
 

RU05

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They announced expanded production in their CA and OH plants. I suspect by the end of the year or beginning of 2026 they will get the second tranche of $250M from Toyota too.
Production? Are they actually selling those things?

Feel like this rip has been going on for longer then a couple days.
 

RU05

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BBAI is running into resistance at $8.

Our old friend SOFI is up big and probably a sell into earnings.

SOUN is also ripping and could run a lot higher.
BBAI was rejected by that resistance, but it's quickly back up and challenging again.

$7.70

Edit: up over $8. Let's see if it holds.
 
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T2Kplus20

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The $8 calls that I sold last week paid off handsomely.
Are you in any of the energy infrastructure plays? I have GEV and PWR and they continue to roll. The White House seems to be pushing hard to modernize/upgrade our capabilities.

Looking for good entry points for SOUN and several other AI plays.
 

T2Kplus20

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They still classify crypto as an unregistered security. There’s nothing pending in the state legislature to change this. Maybe clarity in federal frameworks would change that
FYI - big bipartisan support for the CLARITY Act:

The House on Thursday passed legislation laying out regulatory rules for the crypto industry, after GOP leadership managed to stem a revolt from competing factions in the conference that brought the floor to a standstill and left crypto legislation in limbo.

The Digital Asset Market Clarity Act cleared the House in a 294-134, with 78 House Democrats joining all republicans to support it.
 
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RU05

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Bought some MDB and MRVL today. Both on the low end of their 5 year charts. Both fairly cheap.

Also bought some BYDDY. Broke out past 5 year resistance levels, has consolidated a bit.

All with strong expected rev growth.
 
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T2Kplus20

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Bought some MDB and MRVL today. Both on the low end of their 5 year charts. Both fairly cheap.

Also bought some BYDDY. Broke out past 5 year resistance levels, has consolidated a bit.

All with strong expected rev growth.
MDB is a good idea. I got MRVL at $49 during the tariff crash (but only 1/2 a position). Would be happy to add!
 

MURF87

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Jan 19, 2008
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Production? Are they actually selling those things?

Feel like this rip has been going on for longer than a couple days.
They conducted first vert take off and landing with pilot in UAE recently. Big step to certification in Dubai, which is where they plan to begin operations in early 2026. The expansion of production is anticipation of successful certification. They are also planning to operate in London and NYC. Toyota, Delta, and Virgin Atlantic are helping back JOBY.
One could argue that the rip began when Toyota pumped in the first $250M tranche in the late spring.
 
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RU05

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They conducted first vert take off and landing with pilot in UAE recently. Big step to certification in Dubai, which is where they plan to begin operations in early 2026. The expansion of production is anticipation of successful certification. They are also planning to operate in London and NYC. Toyota, Delta, and Virgin Atlantic are helping back JOBY.
One could argue that the rip began when Toyota pumped in the first $250M tranche in the late spring.
I can see Dubai being the perfect testing ground

i wonder about their usage in the states. In crowded areas at least.
 

T2Kplus20

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The ads on the on3 app are tough.
I don't get any ads. Well, no pop-ups or ones that follow you. Maybe premium service?

To clarify, I don't use the app. Just my laptop and mobile browser via iPhone.
 
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BIGRUBIGDBIGredmachine

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PPI inflation report June 2025
  • The producer price index, a measure of wholesale costs, showed no change in June, against the forecast for a 0.2% increase. The same was true for the core PPI.
  • Though the numbers for headline and core wholesale inflation were subdued, final demand goods prices rose 0.3%, but were offset by a 0.1% fall in services.
  • Combined with Tuesday’s consumer price index release, the data suggests that President Donald Trump’s tariffs are indicating only a marginal bite on the U.S. economy.
 
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