从挑战者到霸主:Letsbonk.fun 靠什么超越 Pump.fun?

深潮Publicado em 2025-07-16Última atualização em 2025-07-17

附 Letsbonk.fun 平台中文区热门 Meme 币。

撰文:Asher,Odaily 星球日报

数据维度:Letsbonk.fun 已实现对 Pump.fun 的全面反超

Dune 数据显示,自 7 月进入以来,Letsbonk.fun 在多个核心指标上全面领先 Pump.fun,呈现出「多维度压制式」超越的态势。

首先是每日代币发射数量。自 7 月 6 日起,Letsbonk.fun 日发射 Meme 币数量首次超越 Pump.fun——当日分别为 16,797 个与 7,537 个,此后便一直稳居第一的位置。特别是在 7 月 8 日,Letsbonk.fun 的日发射数量甚至达到了 Pump.fun 的 2 倍,改变了长期以来「发币就去 Pump.fun」的思维。

链上发行平台每日代币发射数量

其次是每日「毕业数量」与「毕业率」。所谓「毕业」,即新发行的 Meme 币完成初始募资阶段并进入正式交易阶段,这一数据代表平台代币生命周期中的「成功率」。数据显示, 7 月 7 日当天,Letsbonk.fun 的 Meme 币「毕业数量」占比为 Pump.fun 的 3.4 倍。不仅如此,其「毕业率」自本月初起也始终高于 Pump.fun,二者之间近期保持 0.2% 左右的优势,说明当下链上用户更倾向于在 Letsbonk 上寻找热门「土狗币」。

链上发行平台每日代币毕业数量占比

再者是每日交易量占比。自 7 月 5 日超过 Pump.fun 起,Letsbonk.fun 每日交易量占比维持在 55% 至 75% 区间波动。

链上发行平台每日交易量数量占比

最后是每日收入。近一周内,Letsbonk.fun 平台的每日收入持续稳定在 100 万美元以上,而 Pump.fun 则维持在 60 万美元左右。两者差距已接近一倍。

Letsbonk.fun 与 Pump.fun 每日平台收入

从数据维度来看,Letsbonk.fun 已不仅仅是一个「挑战者」,而是正在成为 Solana 上 Meme 币发行的主导平台。Pump.fun 虽然曾是链上 Meme 币发行的开拓者,但随着 PUMP 代币价格开始下跌(近 24 小时跌幅近 20% ,目前暂报 0.00526 美元),官方仍未宣布空投细则争议频发等原因已跌下神坛。

与此同时,Letsbonk.fun 借助创始人 Tom 在 X 平台上的持续高频发声与社区运营,正一步步塑造出更鲜明的品牌认知与社区信任,已然成为 「Solana Meme 创作的精神广场」,一个真正属于社区而非项目方的 Meme 实验乐园。

创始人「卖力吆喝」,Letsbonk 的上升并非偶然

Letsbonk.fun 的迅速崛起,并不只是机制设计的胜利,更是创始人 Tom 高强度、亲力亲为社区运营的直接体现。

在此前链上行情冷清的情况下,Tom 依然保持每日活跃于 X 平台,不断更新平台进展、回应社区问题、并亲自解释设计逻辑与市场策略。就在本周宣布 Letsbonk.fun 将正式推出 RAY 奖励机制——自即日起,平台上创建的每个代币都将按照其 bonding 交易量获得 0.05% 的 RAY 代币激励。这意味着创作者不仅可以在发行 Meme 币中获利,更将额外享有来自 Raydium 生态的价值回报,进一步增强了平台「创作即价值挖掘」的吸引力。

与此同时,Tom 还透露,全新的网站已经快要完成并准备上线,并计划在本周内分阶段推出,已经邀请了一些用户进行测试。这种「边做边说」的开发节奏,让社区在参与中感受到透明与陪伴,极大提升了用户黏性与信任。

更值得关注的是,Tom 对亚洲市场的长期承诺。他在 X 平台中某次回复中文区用户坦言,团队从一开始的核心策略之一,就是激活亚洲特别是中文用户市场,把更多人引入 Solana 生态。并且他表示:

「我们最不希望的就是让人觉得我们只是为了赚钱才用中文发帖,然后就一走了之。我们非常感激中国社区在帮助我们登上第一的位置中所扮演的重要角色,并且对越来越多来自中国的新用户感到非常兴奋。」

并且,在前几天,Letsbonk.fun 团队更是在香港举办了线下活动,现场反响热烈、人气爆棚,也侧面印证团队对亚洲市场的真诚投入并非口头承诺,而是真正走入用户、面对面交流的务实行动。

Letsbonk.fun 香港线下活动

在大多数项目仍停留在「空投驱动、英文优先」的惯性中,Letsbonk.fun 却展现出一种罕见的「长线本地化战略意识」——不只是发币赚钱,而是构建社区;不只是做增长指标,而是做情感连接。

可以说,Tom 与其团队的「卖力」,并不是营销口号,而是一种从机制、产品、运营到文化的全链条交付。在这个竞争激烈、更新迅速的 Meme 发行生态中,正是这种持续的投入与对用户的真实关怀,构成了 Letsbonk.fun 稳步攀升的深层动力。

那么,Letsbonk.fun 平台上有哪些具有中国社区特色的 Meme 币呢?

Letsbonk.fun 平台中文区热门 Meme 币一览

IKUN

简介:IKUN 这个 Meme 源自偶像蔡徐坤在综艺节目《偶像练习生》中的一段篮球表演,而当时的背景音乐《只因你太美》成为了广为传播的梗,其改编的版本在中国社交媒体上广泛流行。并且激发出了网友的创作热情,从而出现了大量二创作品。IKUN 不止于一个搞笑的项目,它承载着 Bonk 平台对中国人的尊重与开拓中国市场的决心。

价格表现:据 GMGN 数据,IKUN 市值自 6 月初触及 3500 万美元后持续下跌,目前市值为 1400 万美元。

合约地址:

AtortPA9SVbkKmdzu5zg4jxgkR4howvPshorA9jYbonk

旺柴

简介:旺柴代币是首个以中文命名、并获得社区广泛支持的 Meme 币,灵感源自微信标志性表情包。这一项目扎根于草根文化与大众热情,试图在 Meme 生态中建立中国文化的独特存在。通过幽默、表情包驱动的叙事方式和高度社区参与,旺柴迅速获得了广泛关注。

价格表现:据 GMGN 数据,旺柴市值从 7 月 10 日(不足 200 万美元)持续上涨,目前市值为 1400 万美元。

合约地址:

83kGGSggYGP2ZEEyvX54SkZR1kFn84RgGCDyptbDbonk

二哈

简介:二哈代币源于一个混乱、严肃、动荡的市场,却选择以快乐与疯狂为武器,撼动这个世界最简单也最强大的情绪。它不靠理性、不讲 K 线,主张用「蠢萌」与能量打破规则,以社交和幽默治愈无聊的生活方式。二哈不是传统意义上的加密项目,而是草根精神、逆行者姿态和快乐感染力的集合体。

价格表现:据 GMGN 数据,二哈市值目前市值为 900 万美元(相较于上述两个项目,二哈链上 LP 池较小,流动性差)。

合约地址:

ASRNzwDpYWseimGQh3GootWLphpuMe3cUnpoH4mFbonk

小结

Letsbonk.fun 对 Pump.fun 的全面超越,反映出当前链上 Meme 币发行平台生态竞争的深刻变革。平台的胜负,已不单纯取决于单一回购机制或短期社区对代币价格涨跌的激烈讨论,而是考验项目团队对社区文化的深度理解与长期运营的耐力。只有真正将用户视为核心资产,持续打造情感连接与信任,才能塑造出具有生命力的生态。

此外,Letsbonk.fun 对亚洲尤其是中文市场的战略重视,展示了全球加密项目在多元文化适配上的新趋势。未来,更多项目如果想实现跨区域的持续增长,必须跳出单一语言或地域的框架,深耕本地用户需求,才能构建稳固的社区基础。随着链上 Meme 生态逐渐成熟,唯有坚持价值创造与用户共赢,才能在瞬息万变的市场中立于不败之地。

Criptomoedas em alta

Leituras Relacionadas

Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

On June 23rd, the Ethereum ecosystem witnessed two major shifts, signaling a significant governance realignment. First, former Ethereum Foundation researchers established Ethlabs, a new independent non-profit. Backed by major ETH holders like Bitmine and SharpLink, Ethlabs aims to address practical needs for institutional adoption, including faster settlement, native asset issuance, cross-chain transactions, and mainnet scaling. Secondly, the Ethereum Foundation announced a major restructuring, laying off 54 employees (20% of its staff) to become a leaner entity focused on protocol governance and maintenance rather than being the primary builder. This move represents a pivotal correction. Criticisms had mounted over the Foundation's perceived slowness, lack of clear strategy, and over-reliance on Vitalik Buterin's influence. Ethlabs emerges as a more execution-oriented, "industrialized" layer focused on market adoption—bridging the gap between research and real-world use. Notably, Vitalik Buterin is absent from its list of supporters, interpreted as an intentional step to avoid excessive personal endorsement and allow the organization to build independent credibility. The Ethereum Foundation's downsizing and redefinition mark a retreat from its former central coordinating role. It now aims to share the "privilege of stewarding Ethereum" with other emerging groups like Ethlabs, the Ethereum Applications Guild, and The Ethereum Economic Zone. Analysts frame this dual shift as the Foundation ensuring Ethereum remains "correct" (credibly neutral), while Ethlabs must prove it remains "effective" (competitive and attractive for capital and adoption). This addresses community "shareholder-like anxiety" about ETH's market performance. While risks exist—such as concerns over shifting from Foundation centrality to large-holder influence—the consensus is that the greater risk for Ethereum was inaction, caught between technical idealism and organizational inertia. These steps aim to create a more multi-stakeholder, execution-driven future for the network.

链捕手Há 2h

Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

链捕手Há 2h

Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

In a pivotal year for US crypto policy, the "CLARITY Act" is advancing in the Senate but faces a high hurdle, needing 60 votes to pass. Key challenges include bridging partisan divides on ethics and swaying undecided Republican senators within a tight legislative calendar of only about 40 working days. The policy "second half" involves intense negotiations on a broader framework for Web3 and DeFi, including crypto tax reforms and the Blockchain Regulatory Certainty Act. A significant uncertainty is the understaffed CFTC, operating with four commissioner vacancies, which complicates regulatory clarity. Meanwhile, the departure of key "crypto champions"—SEC Commissioner Hester Peirce and Senator Cynthia Lummis—will impact ongoing policy efforts. Industry experts are cautiously optimistic but realistic. Sara K. Weed notes that while progress is being made, CLARITY is unlikely to pass this Congress, pushing agencies like the SEC and CFTC to provide more guidance. Sulolit Mukherjee suggests meaningful crypto tax legislation is more likely to be attached to larger must-pass bills. Rashan Colbert discusses the jurisdictional debate over prediction markets, emphasizing the need for a regulatory framework that fosters their development as financial tools rather than treating them broadly as gambling. The clock is ticking, but opportunities remain for substantive progress through continued bipartisan dialogue and pragmatic efforts.

marsbitHá 5h

Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

marsbitHá 5h

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

Morgan Stanley raised its price target for SanDisk (SNDK) from $1100 to $1750 on June 22, maintaining an Overweight rating. The upgrade is driven by AI inference demand reshaping the NAND market, particularly for KV Cache and context window storage in cloud data centers. These cloud clients exhibit price inelasticity and sign long-term contracts, granting SanDisk significant pricing power. SanDisk's New Business Model (NBM) agreements, covering over one-third of FY27 bit shipments with 3-5 year terms and fixed price/price collar structures, are crucial. They are projected to sustain gross margins around 80% even at floor prices, providing a buffer against cyclical downturns. Morgan Stanley forecasts gross margins to surge from 30.3% in FY25 to 86.7% in FY27e. With NAND supply expected to remain tight into 2026/2027 and cloud/data centers becoming the largest end-market, SanDisk holds supply-side pricing power. The company targets 15-19% bit growth via technology transitions, not capacity expansion. Revenue is projected to grow ~6.6x from FY25 to FY27, with EPS rising from $2.74 to $14.73, driven by high-margin cloud business. Key upside catalysts include faster enterprise SSD adoption and edge AI growth. Downside risks involve slower industry growth, competitor capex increases, market share loss, and competition from Chinese players like YMTC. The investment thesis rests on AI-driven structural demand, NBM's margin protection, and sustained supply tightness. The $1750 target implies ~28x FY27e P/E.

marsbitHá 6h

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

marsbitHá 6h

Trading

Spot
Futuros

Artigos em Destaque

Como comprar FUN

Bem-vindo à HTX.com!Tornámos a compra de FUNTOKEN (FUN) simples e conveniente.Segue o nosso guia passo a passo para iniciar a tua jornada no mundo das criptos.Passo 1: cria a tua conta HTXUtiliza o teu e-mail ou número de telefone para te inscreveres numa conta gratuita na HTX.Desfruta de um processo de inscrição sem complicações e desbloqueia todas as funcionalidades.Obter a minha contaPasso 2: vai para Comprar Cripto e escolhe o teu método de pagamentoCartão de crédito/débito: usa o teu visa ou mastercard para comprar FUNTOKEN (FUN) instantaneamente.Saldo: usa os fundos da tua conta HTX para transacionar sem problemas.Terceiros: adicionamos métodos de pagamento populares, como Google Pay e Apple Pay, para aumentar a conveniência.P2P: transaciona diretamente com outros utilizadores na HTX.Mercado de balcão (OTC): oferecemos serviços personalizados e taxas de câmbio competitivas para os traders.Passo 3: armazena teu FUNTOKEN (FUN)Depois de comprar o teu FUNTOKEN (FUN), armazena-o na tua conta HTX.Alternativamente, podes enviá-lo para outro lugar através de transferência blockchain ou usá-lo para transacionar outras criptomoedas.Passo 4: transaciona FUNTOKEN (FUN)Transaciona facilmente FUNTOKEN (FUN) no mercado à vista da HTX.Acede simplesmente à tua conta, seleciona o teu par de trading, executa as tuas transações e monitoriza em tempo real.Oferecemos uma experiência de fácil utilização tanto para principiantes como para traders experientes.

281 Visualizações TotaisPublicado em {updateTime}Atualizado em 2026.06.02

Como comprar FUN

Discussões

Bem-vindo à Comunidade HTX. Aqui, pode manter-se informado sobre os mais recentes desenvolvimentos da plataforma e obter acesso a análises profissionais de mercado. As opiniões dos utilizadores sobre o preço de FUN (FUN) são apresentadas abaixo.

活动图片