Yesterday, the founder of a brand that I really liked when I started Web2 came to my home for dinner. He talked about various offshore fishing activities in China two years ago, which led to the collapse of the original business logic of almost the entire live streaming entertainment industry in China. They went abroad and sought to enter Crypto He said that he was particularly interested in Meme, because the logic of online market making and market pulling of meme's conspiracy group was almost the same as that of the anchor union's arms dealer He asked me what I think about the @ pompdotfun and BSC wave. I first asked a question, if we compare the offline gambling industry in Macau, what is Pump? He said Pump is a casino like MGM or Venetian To be more precise, it is an "entertainment city", a real estate property, not a casino. what do you mean? Before he had his own DEX, Pump's income relied on internal commission fees of 1%. But the real volume on the Sol chain is not in the internal market, you rarely see PVP trading volume of hundreds of thousands in the internal market. On the contrary, they are mostly conspiracies that are quick and comprehensive. Even for the fishing reel, the vast majority of them end up in the hands of the dev themselves That 1% is actually contributed by dev, in other words, Pump collects the "sitting tax" on Sol. Gambling does not primarily occur in Pump Where does real gambling happen? Happens in every new coin/speed pool (gambling table), occurs in GMGN, In trading terminals such as AXIOM and PHOTON (gambling halls), the standardized three view view is like a VIP hall with baccarat tables, playing every thirty minutes The overall dev is like a dealer, responsible for artificially creating a "long dragon" (in baccarat, where players win 6 or more consecutive games) within seemingly fair and unified rules, inducing gamblers to follow the dragon and place more bets. The gambling hall ensures a beautiful and comfortable environment, making gamblers linger and reluctant to leave, as well as offering commissions to attract gamblers (stacking codes). Corresponding to Pump, this is dev finding angles and improving user experience with trading terminals (such as tagging copy orders, opening K-lines in seconds, and quickly going live) Pump is now like Macau Expo, where a real estate developer cooperates with Solana to establish a good feng shui bureau, maintain on chain liquidity, allow the estate to exit on chain, and collect taxes from gambling halls and tables. Returning to the logic of three rounds, Pump is no longer a logic of going to C, but rather the most important split mutual aid master board in Solana's global dividend board (SOL-PUMP=fiat real estate) BSC is different, because Binance doesn't even provide speed and overall support for Alpha coin listing, so it's like having only one public field, and everyone must start PVP from the internal market. At this point, in order to form a consensus and form a "long queue" through one-way disk pulling, we can either rely on strong KOLs calling for orders to achieve consensus, or rely on @ Christianeth's second level strong village to find ways to form high control. Regardless of which one, the cost is higher than SOL, and it cannot be exited by smashing the disk on the chain If the cost is high and the expected return is low, dealers and gambling halls will not come to start a business. So BSC needs strong human intervention, such as daily interaction between the couple, such as Binance Alpha, voting for coins, Binance $100M reward for new coins, 4.4M plus meme pool, etc., all of which are artificial ways to give the Zhuang a certain exit path (playing one of the above activities can basically ensure that the opening of this plate is profitable, but the premise is that these are all around Binance) So if you have abundant chips, proficient techniques, and consider yourself a good dealer, then choose Sol. If you have good Binance relationships and a large amount of KOLs, then choose BSC