Raydium在謠言中擊中了pump.fun準備發射自己的AMM

放棄整個豬將是大量受歡迎且盈利的Memecoin Factory的“戰略性誤解”

Solana's (SOL) dominant automated market maker (AMM) hit back Monday on rumors that a major volume driver on its platform is preparing to launch its own AMM.

索拉納（Sol）的（SOL）主導自動化的做市商（AMM）週一回擊了謠言，即其平台上的主要銷量驅動程序正在準備發射自己的AMM。

Rumors that Pump.Fun is preparing to launch its own AMM have circulated for months, and picked up steam on Monday as sharp-eyed observers noticed the platform was testing its own AMM.

關於pump.fun準備發射自己的AMM的謠言已經散發了幾個月，並在周一迅速發動了Steam，因為Sharp-Ey的觀察者註意到該平台正在測試自己的AMM。

The move would be a blow to Raydium, which has enjoyed a close relationship with Pump.Fun since its early days. Pump.Fun memecoins that “graduate” from the launchpad to their own pools on Raydium continue to pay trading fees to the platform.

此舉將是對Raydium的打擊，Raydium與Pump.fun自早期就一直保持著密切的關係。從發射台上畢業到自己的Raydium池的“畢業” Memecoins繼續向平台支付交易費用。

The arrangement has been a boon for Raydium, which is currently generating over $1 million in fees every day from trading across all its liquidity pools. Over 30% of Raydium's daily trading volume comes from Pump.Fun tokens, according to a Dune dashboard.

這項安排一直是Raydium的福音，目前，該公司每天每天都在其所有流動性池進行交易中每天產生超過100萬美元的費用。根據沙丘儀表板的數據，Raydium每日交易量的30％以上來自泵。

Token investors appeared to react to the rumors on Monday, with the price of RAY governance tokens dropping by over 30%. The broader market downturn and rumors of Pump.Fun's impending AMM launch also hit Solana NFT marketplace Magic Eden, with its EDEN governance tokens falling by over 50%.

代幣投資者似乎在周一對謠言做出反應，雷治理令牌的價格下降了30％以上。 Fun即將推出的AMM推出的更廣泛的市場低迷和謠言也打擊了Solana NFT Marketplace Magic Eden，其伊甸園治理令牌下跌了50％以上。

"100%, revenue hit is real,” a core contributor to Raydium known as InfraRAY said in a message to CoinDesk on Monday.

“ 100％的收入是真實的，”雷迪姆（Raydium）的核心貢獻者在周一給科德斯克（Coindesk）的消息中說。

InfraRAY, who goes by Infra and is a contributor to Raydium's codebase, cast doubt on the notion that Pump.Fun could replicate its success if it swaps Raydium out for in-house trading infrastructure.

Infraray乘坐下屬，是Raydium代碼庫的貢獻者，他對Pump.Fun可以將Raydium換成內部交易基礎設施的概念表示懷疑。

He cast doubt on the notion that Pump.Fun could replicate its success if it swaps Raydium out for in-house trading infrastructure. But he cautioned that the market's 30% haircut on RAY tokens was “overblown” and partially due to SOL's own weakness.

他對pump.fun可以將Raydium換成內部貿易基礎設施的概念表示懷疑。但是他警告說，市場在雷代幣上的30％髮型“誇張”，部分原因是索爾自身的弱點。

"I think they are overestimating the demand for their migrated tokens and underestimating the supporting infrastructure that Raydium provides,” InfraRAY said.

Infraray說：“我認為他們高估了對遷移令牌的需求，並低估了Raydium提供的支持基礎設施。”

"It's a high-risk, high-reward move, and I think the market is overreacting a bit to the news. But it's definitely something to keep an eye on."

“這是一個高風險，高級的舉動，我認為市場對新聞有所反應。但是，這絕對是關注的事情。”

Pump.Fun co-founder Alon Cohen declined to comment when reached by CoinDesk on Monday.

pump.fun聯合創始人阿隆·科恩（Alon Cohen）在周一由科德斯克（Coindesk）到達時拒絕發表評論。