0xResearch

Base Token, Pumpfun’s Rise, and Solana DATs | Livestream

Sep 15, 2025
Guest
Ian Unsworth
Ian Unsworth, a researcher at Kairos Research specializing in crypto analysis, dives into the world of cryptocurrencies. He discusses the intriguing rise of the Pump token and its market rebound strategies, shedding light on the dynamics of cryptocurrency trading. The conversation explores the implications of the new Base token for Ethereum and other Layer 2 solutions. Unsworth also touches on Solana's market potential amidst inflation concerns and the growing importance of liquid staking, all while keeping the banter light and engaging.
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INSIGHT

Buybacks Restored Token-Equity Alignment

  • Pump shifted from 25% to 100% revenue buybacks, aligning the equity and token interests and restoring market trust.
  • That alignment and buybacks powered a meaningful re-rating despite earlier ICO skepticism.
INSIGHT

Market Rewards Visible Token Alignment

  • Ryan argues the market rewards projects that visibly align token and equity value, even if buybacks are imperfect.
  • That signaling may have been necessary after early ICO-era trust issues to revive Pump's valuation.
ADVICE

Communicate Before Reducing Buybacks

  • If a project reduces buybacks, communicate clearly what capital will be used for instead of silent cuts.
  • Lack of transparency invites skepticism about where raised cash and token supply are going.
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