sammy laid out the full mechanic here (worth reading in full)
but the framing that matters:
$sand hit 25b mcap (fdv) for a walking metaverse with no real users
clankertown has a real onchain agent economy → spcx-denominated rewards, buybacks, agents shipping code
sitting at 1m mcap (!!)
i love having retarded ceilings in my head
pump: 3.6b mcap, 0.65% monthly burn
stonk: 300m mcap, 9.83% monthly burn
burn rate 15x higher than pump, mcap still a fraction of it
do the math on where this reprices to