Dec. 24 at 11:05 PM
$BNKK vs Direct BONK. Why the Stock Wins for me:
Someone asked: “Why not just buy BONK token instead?”
Fair question. Here’s the difference:
• Direct BONK: Pure token play. All upside if it moons, but 100% volatility, no cash flow, no business. You pay gas, deal with wallets, taxes on every trade, and it’s 24/7 chaos.
• BNKK You get BONK exposure (they hold ~2.25T tokens, treasury
$20–
$22M) PLUS:
• 51% revenue stake in Bonk.fun (
$1–
$1.5M/month recurring cash flow)
• All cash reinvested into MORE BONK (target 5% supply)
• Beverage business (Yerbaé/Sure Shot growing)
• Debt-free balance sheet with real cash
Stock trades near NAV (
$17–
$19M mcap vs treasury value). You’re getting the revenue engine and future BONK buys for free.
Plus Nasdaq structure: no wallet hacks, easier taxes, fixed shares (no random unlocks).
It’s not “instead of BONK” It’s BONK on steroids with a business attached.
NFA, but this is why I’m in the stock heavy. 🚀