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Bonk Guy responded to the controversy over buying EMBER: starting to build a position with a market value of about 7 million USD, optimistic about its Launchpad data growth

ChainCatcher crypto trader Bonk Guy posted on the X platform in response to the recent controversy surrounding his purchase of EMBER and explained his investment logic. Bonk Guy stated that he first noticed the project when EMBER's market cap was about 3 million dollars but did not buy in. After observing for a day due to the rapid growth of platform data, he re-evaluated and bought in from a market cap of about 7 million dollars all the way up to a 20 million dollar market cap.Bonk Guy mentioned that EMBER is the main Launchpad based on Meteora, supporting the use of SOL, USDC, and over 150 tokenized stocks as paired assets for issuing tokens, and employs Meteora Dynamic Bonding Curve technology, while also providing features such as token tax distribution, Daily Jackpots, and DAO governance.According to his disclosure, Ember recorded about 51.7 million dollars in trading volume and 561,000 dollars in fees within 3 days of launch, with a total of 2,041 tokens issued, over 41,800 unique wallet addresses, and 149,000 Solana transactions. Bonk Guy compared his purchase of Ember to his previous trade in PONS, stating that he first saw PONS when its market cap was below 1 million dollars, similarly ignoring it for a whole day, and then began buying in at around a 4 million dollar market cap. Rather than whether a popular token has already emerged, it is more important to observe the real usage data underlying the Launchpad.Additionally, Bonk Guy stated that both Robinhood Chain and BNB Chain have multiple successful Launchpads, and that Solana's meme trading ecosystem has developed over a longer period, so there is no reason to believe that Solana can ultimately only accommodate one successful Launchpad. He also mentioned that his trading decisions are not based on market consensus. Some of his past most successful trades often came from identifying opportunities before the market formed a consensus; by the time everyone recognizes it, the asymmetric upside potential is usually significantly reduced.Regarding the recent controversy, Bonk Guy stated that the claim "EMBER has over 50% of Bubblemaps address clusters" has been clarified by Bubblemaps; his previous statement that Ember "was launched by Meteora" is also inaccurate, with a more accurate description being that Ember is based on Meteora's related infrastructure, which is now included in the Meteora ecosystem page. Bonk Guy emphasized that he has no relationship with the Ember team, and EMBER is a personal trade for him.

Data: The net buying of listed companies decreased by 48% week-on-week, and Strategy did not increase its Bitcoin holdings last week

According to SoSoValue data, as of 8 AM Eastern Time on September 8, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $267 million, a decrease of 48% compared to last week. Strategy (formerly MicroStrategy) did not purchase Bitcoin last week. The Japanese listed company Metaplanet also did not purchase Bitcoin last week, marking eight consecutive weeks without purchases.In addition, another eight companies announced Bitcoin purchases or holdings last week. The Japanese energy investment company Remixpoint announced that as of September 4, 2026, it held a total of 1,506.23390097 Bitcoins, with a cumulative total expenditure of $1.1184 million, an increase of 2.48356398 Bitcoins compared to last week;The entertainment technology company Boyaa Interactive announced that from June 24, 2026, to September 4, 2026, it invested $14.3 million to increase its holdings by 205 Bitcoins at a price of $69,756.097561, bringing its total holdings to 4,316;The UK Bitcoin company The Smarter Web Company announced on September 2 that it invested $2.72 million to purchase 35 Bitcoins at a price of $77,708, bringing its total holdings to 2,747;The Bitcoin asset company Bitcoin Treasury Corporation announced on September 4 that it held approximately 737.71 Bitcoins, without disclosing the specific total purchase amount or average cost of Bitcoin;The UK Bitcoin asset company BHODL announced on September 3 that it spent approximately $77,772.17 last week to purchase 1 Bitcoin, bringing its total holdings to approximately 167.487;The Ethereum asset company Bitmine announced after 8 AM Eastern Time on August 31 that it purchased 1 Bitcoin, without disclosing the specific purchase amount, bringing its total holdings to 211;The French Bitcoin company Capital B announced on September 7 that it purchased 376 Bitcoins at a price of $67,182, bringing its total holdings to 3,521;The asset management company Strive announced on September 8 that it spent approximately $109 million last week to purchase 1,375 Bitcoins at a price of $79,281, bringing its total holdings to approximately 24,531.In terms of financing, Capital B announced that it has raised €7.6 million (approximately $8.83 million) from investors and institutions, including Adam Back, for the purpose of purchasing Bitcoin. BHODL confirmed that it has completed ATM 2 (the second phase of the market price issuance plan), having sold 600,000 shares of common stock at an average price of 8.06 pence per share, raising a total of £48,275 ($65,253.32) for the purchase of Bitcoin, and is preparing to launch ATM 3 (the third phase of the market price issuance plan).As of the time of publication, the total amount of Bitcoin held by global listed companies (excluding mining companies) in the statistics is 1,119,973, a decrease of 2.38% compared to last week, with a current market value of approximately $87.77 billion, accounting for 5.6% of the circulating market value of Bitcoin.
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