Raydium在谣言中击中了pump.fun准备发射自己的AMM

放弃整个猪将是大量受欢迎且盈利的Memecoin Factory的“战略性误解”

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.

索拉纳（Sol）的（SOL）主导自动化的做市商（AMM）周一回击了谣言，即其平台上的主要销量驱动程序正在准备发射自己的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.

关于pump.fun准备发射自己的AMM的谣言已经散发了几个月，并在周一迅速发动了Steam，因为Sharp-Ey的观察者注意到该平台正在测试自己的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.

此举将是对Raydium的打击，Raydium与Pump.fun自早期就一直保持着密切的关系。从发射台上毕业到自己的Raydium池的“毕业” Memecoins继续向平台支付交易费用。

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.

这项安排一直是Raydium的福音，目前，该公司每天每天都在其所有流动性池进行交易中每天产生超过100万美元的费用。根据沙丘仪表板的数据，Raydium每日交易量的30％以上来自泵。

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%.

代币投资者似乎在周一对谣言做出反应，雷治理令牌的价格下降了30％以上。 Fun即将推出的AMM推出的更广泛的市场低迷和谣言也打击了Solana NFT Marketplace Magic Eden，其伊甸园治理令牌下跌了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％的收入是真实的，”雷迪姆（Raydium）的核心贡献者在周一给科德斯克（Coindesk）的消息中说。

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乘坐下属，是Raydium代码库的贡献者，他对Pump.Fun可以将Raydium换成内部交易基础设施的概念表示怀疑。

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.

他对pump.fun可以将Raydium换成内部贸易基础设施的概念表示怀疑。但是他警告说，市场在雷代币上的30％发型“夸张”，部分原因是索尔自身的弱点。

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

Infraray说：“我认为他们高估了对迁移令牌的需求，并低估了Raydium提供的支持基础设施。”

"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."

“这是一个高风险，高级的举动，我认为市场对新闻有所反应。但是，这绝对是关注的事情。”

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

pump.fun联合创始人阿隆·科恩（Alon Cohen）在周一由科德斯克（Coindesk）到达时拒绝发表评论。