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Standart비트코인
@StandartXBT
quant larper mining data reinventing dexscreener w/ @chartdotzone
Joined April 2025
396 Following    5K Followers
here is my hypotheses on new @bankrbot x @SushiSwap launchpad is their solution as an answer to @TradePools currently, bankr use @dopplerprotocol and @Uniswap v4 as its infra under the hood. when ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 decided to make their own launchpad - they literally vampired users and liquidity from 67 launchpads who used uniswap's rails. which @0xDeployer didnt like He found a kindred spirit in @alexmccurryo who is uniswap's competitor and told that frogs are lame so you are here at pools[.]fun teaser. my working theory: poolsfun moves bankr's existing robinhood launch flow from doppler/uniswap v4 to sushi launch and sushi v3. bankr keeps the distribution layer: > launch a token through a message on x > launch through the bankr agent, api or cli > managed wallets and transaction execution > metadata and social links > creator fee claims and recipient routing > treasury automation > glidepath for gradual creator selling sushi becomes the execution and liquidity layer: > immediate sushi v3 market > permanently locked lp position > launches against weth, usdg and tokenized stocks like tsla, nvda, gme and aapl > a simpler fixed launch recipe targeting roughly $5k initial fdv pros and cons? > the current bankr/doppler stack charges 1.75% all-in per trade > the current sushi launch pool charges 1% that is roughly 43% less fee friction for traders. it also gives bankr a dex partner that is less likely to take over the frontend, user relationship and launch distribution itself but a straight backend swap has serious downsides - under bankr's current doppler economics, 0.95% of volume works for the creator side: > 0.665% claimable creator fees > 0.285% compounded into locked liquidity under the existing sushi launch economics: > the creator gets 0.70% > sushi gets 0.30% > and sushi also reserves 3% of every token supply for one year on $1m volume: > current bankr creator side: $9,500 > current sushi creator fees: $7,000 the existing bankr stack also has a 0.475% bankr protocol fee and a 0.2375% bnkr buyback. neither exists in the current sushi factory sushi v3 is also less programmable than the v4 hook stack. bankr's quote-only fees, custom fee routing and bnkr buyback do not automatically survive the move. and sushi launch is not a fair-launch upgrade the creator can still launch and buy the virgin pool atomically before anyone else. there is no auction, anti-sniper window or crowd price discovery so just replacing uniswap v4 with sushi v3 would be cheaper for traders, but worse for creators and economically pointless for bankr for pools[.]fun to make sense, something else probably has to ship: > a bankr-specific fee split or router > an offchain revenue agreement with sushi > bnkr buybacks funded from the sushi side > bankr treasury automation around creator fees > or a much stronger consumer product that makes up for lower fee capture with far more launches and volume so base:0x22af33fe49fd1fa80c7149773dde5890d3c76f3b trying to own the launchpad distribution while base:0x7d49a065d17d6d4a55dc13649901fdbb98b2afba supplies the markets. we still need the actual reveal to know the fee split and whether bankr built a new router but that is the version that makes the teaser make sense get rich or die tryin'
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