Why is jellyjell pumping?

## TL;DR **JELLYJELLY ($jellyjelly) surged up to 120%** following its Apple App Store release on December 11, 2025 - a major milestone for the video chat app that drove 7-day gains of +101.39% amid renewed hype. This builds on a November rally to $300M market cap peak, with current price at **$0.04036** (FDV **$40.4M**, 24h vol **$1.08M**). [messari.io](https://messari.io/project/jelly-my-jelly) [geckoterminal.com](https://www.geckoterminal.com/solana/pools/3bC2e2RxcfvF9oP22LvbaNsVwoS2T98q6ErCRoayQYdq) The catalyst aligns with high on-chain activity (3,312 txns/24h) and social buzz calling out the "sideways-to-pump" pattern, though top holder concentration (Gate.io at 30%) adds risk. [solscan.io](https://solscan.io/token/FeR8VBqNRSUD5NtXAj2n3j1dAHkZHfyDktKuLXD4pump) ## Core Analysis ### Price & Catalyst JellyJelly - a Solana-based token for a video chat/content app with token rewards - launched via Pump.fun in January 2025 and has seen multiple pumps. The latest is tied directly to its **Apple App Store debut on Dec 11, 2025**, sparking a 120% rally as it reaches mainstream users for recording/captioning video clips. This follows a November surge from $60M to $300M market cap on general hype. [messari.io](https://messari.io/project/jelly-my-jelly) [thedefiant.io](https://thedefiant.io/news/nfts-and-web3/venmo-co-founder-releases-fair-launch-token-for-new-platform-jellyjelly) Current stats (as of ~Dec 12-13 UTC): Price **$0.04036** (+3.68% 24h, 24h high $0.04215 / low $0.03859), but -6.83% over exact 24h window per Messari. 7D performance stands out at **+101.39%**, confirming the pump momentum. [geckoterminal.com](https://www.geckoterminal.com/solana/pools/3bC2e2RxcfvF9oP22LvbaNsVwoS2T98q6ErCRoayQYdq) [messari.io](https://messari.io/project/jelly-my-jelly) **Why it matters**: App Store access validates product-market fit (closed beta prior), potentially boosting engagement/rewards flywheel. Lifetime +346% from $0.00374 low. ### On-Chain Activity High transfer volume on Solscan shows active trading: Recent txns include $609/$524/$252 clusters in seconds, signaling liquidity and speculation. Pool liquidity **$3.99M** (jellyjelly/SOL on Raydium), with **32.3K holders**. [solscan.io](https://solscan.io/token/FeR8VBqNRSUD5NtXAj2n3j1dAHkZHfyDktKuLXD4pump) [geckoterminal.com](https://www.geckoterminal.com/solana/pools/3bC2e2RxcfvF9oP22LvbaNsVwoS2T98q6ErCRoayQYdq) | Metric | Value | Timeframe | Signal | |-----------------|--------------------|-----------|-------------------------| | 24h Txns | 3,312 | 24h | High activity | | 24h Volume | $1.08M | 24h | Elevated trading | | Holders | 32.3K | Current | Growing distribution | | Top Holder % | 30.06% (Gate.io) | Current | Concentration risk | Top 10 control ~63.8% supply (total 999M), with Gate.io dominant at 300M+ tokens ($29.8M). [moralis.io data] ### Social Sentiment Analysis Twitter lit up post-Dec 11: Notes on "boring sideways then no-dip rally" pattern (29K views), direct "Why is $JELLYJELLY pumping again?" queries (10K views), and giveaways amplifying hype. One bearish take links it to past "manipulated" pumps like $Pippin. [x.com](https://x.com/tweet/status/1999147166271422730) [x.com](https://x.com/tweet/status/1999127782131945666) [x.com](https://x.com/tweet/status/1998640424513094070) | Platform | Sentiment | Key Themes | Notable Views/Likes | |----------|-----------|-------------------------|---------------------| | Twitter | Bullish | Pump pattern, App Store | 29K views / 541 likes [x.com](https://x.com/tweet/status/1999147166271422730) | | Twitter | Mixed | Manipulation concerns | 22K views / 131 likes [x.com](https://x.com/tweet/status/1998640424513094070) | ### Market Data Analysis Trading across Raydium (28%), Gate (17%), Bitget (15%), with CEX listings (Binance perp/spot, OKX, Bybit since Jan-Mar 2025). No futures/open interest data. Age: 10 months, GT Score 91 (liquidity 99.92% locked). [messari.io](https://messari.io/project/jelly-my-jelly) [listing_batch_token] [geckoterminal.com](https://www.geckoterminal.com/solana/pools/3bC2e2RxcfvF9oP22LvbaNsVwoS2T98q6ErCRoayQYdq) | Metric | Value | 24h Change | 7d Change | Signal | |------------|------------|------------|-----------|-----------------| | Price | $0.04036 | +3.68% | +101.39% | Bullish pump | | Volume | $1.08M | N/A | N/A | Confirmed | | FDV/MC | $40.4M | N/A | N/A | Down from ATH | | Liquidity | $4M | N/A | N/A | Solid | ## Conclusions **Bottom line**: App Store launch is the clear pump driver, fueling +101% weekly gains on real product progress - watch user adoption metrics next. **Key risk**: 30% single-holder exposure and history of volatility (e.g., $250M→$118M drops). Trade carefully amid meme-like patterns. [messari.io](https://messari.io/project/jelly-my-jelly)

**Stance:** Neutral – I’d lean toward **watch‑and‑see** for now rather than jumping in immediately. ### Why a cautious “watch‑and‑see” stance makes sense | Factor | What it means for JELLYJELLY | |--------|------------------------------| | **Recent catalyst** | The token surged ~120 % after its Apple App Store launch (Dec 11 2025). That kind of product‑milestone pump often creates a short‑term “run‑up” that can stall once the hype fades. | | **Price momentum** | 7‑day gain is +101 % (still strong), but the 24‑hour change is only +3.7 % and the 24‑h range is tight ($0.0386 – $0.0422). The price is consolidating after the big jump. | | **On‑chain activity** | 3,300+ txns in the last 24 h and $1.08 M of volume show active trading, but the top holder (Gate.io) controls ~30 % of supply – a concentration risk that can trigger a sharp move if that holder sells. | | **Liquidity & holders** | ~32 k holders and ~$4 M of pool liquidity are decent, yet the token is still relatively young (≈10 months) and has a history of volatile pumps/ dumps. | | **Market context** | Overall crypto markets are mixed (BTC/ETH modestly up, broader risk‑off sentiment). A meme‑style token that just had a big product‑related rally can be vulnerable to a pull‑back if broader risk appetite wanes. | ### What to watch 1. **Price action** – Look for a clear breakout above the recent high ($0.0422). A sustained move above that level with increasing volume would suggest the rally is still alive. 2. **Holder activity** – Monitor large‑wallet movements (especially the Gate.io address). A sudden outflow could trigger a sell‑off. 3. **Social sentiment** – Keep an eye on Twitter/X chatter. If the buzz shifts from “new app launch” to “price is too high” or “sell‑the‑news,” sentiment may turn bearish. 4. **Product updates** – Any post‑launch user‑growth metrics (DAU, transaction count) that show real adoption would add credibility to the rally. ### Risk & Invalidation Triggers - **Large‑holder sell‑off** (≥5 % of supply moving out of the top address). - **Price falls below $0.035** (≈15 % below the current level) with decreasing volume. - **Negative sentiment surge** (e.g., accusations of pump‑and‑dump, “price is overbought”). - **Broader market downturn** (BTC down >10 % in 24 h) which often drags meme‑style tokens down with it. ### Suggested next steps - **Set a watch‑list alert** at $0.0425 (just above the recent high). - **If price breaks and holds** above that level with rising volume, consider a small, risk‑controlled entry (e.g., 1–2 % of your portfolio). - **Otherwise**, keep the token in “watch” mode and re‑evaluate after the next meaningful product or community update. > **Bottom line:** The recent pump is largely catalyst‑driven and the token is consolidating. Until you see a clear continuation signal, it’s safer to observe rather than “ape in” right now.

## Project Overview **Jelly-My-Jelly ($JELLYJELLY)** is a Solana-based SocialFi app launched via pump.fun in early 2025 (contract: `FeR8VBqNRSUD5NtXAj2n3j1dAHkZHfyDktKuLXD4pump`). It focuses on turning video chats into shareable, podcast-like clips using AI for transcription, editing, and enhancement. Users capture "exciting moments," auto-transcribe them, and post directly to Instagram, X, TikTok, LinkedIn, etc. – emphasizing authentic, unpolished content over polished production. - **Founders**: Led by Sam Lessin (ex-Facebook VP Product, co-founder Dropio/Fin, early Solana/Venmo investor; holds ~1.7% stake). - **Stage**: Closed beta (50-100 users as of late 2025). Apple App Store launch Dec 11, 2025; full public launch targeted Q1 2026. - **Website/Twitter**: [jellyjelly.com](https://www.jellyjelly.com), [@jellyvideochats](https://x.com/jellyvideochats) (18k followers). - **Current Stats** (Dec 14, 2025): Price **$0.1035** (+30% 24h, +161% 7d), MC **$104M**, 24h vol **$71M**, ~1B total supply, 32k+ holders (updated from prior). | Exchange | Product | Status | |----------|---------|--------| | Binance | PERP/Spot (Alpha) | Trading (since Mar-Jul 2025) | | Bitget/Bybit/OKX | Spot/PERP | Trading (since Jan-Mar 2025) | | Aster | PERP | Trading | ## App Usage: Early & Limited No public DAU/MAU or download metrics available (App Store data not surfaced). - **Beta Phase**: 50-100 testers focused on refining video capture/AI features. Early creators like [@nasdaily](https://x.com/nasdaily) mentioned. - **Recent Buzz**: App Store release drove hype, but Twitter shows mostly promos (e.g., WEEX rewards event, 4.5k views). No evidence of widespread adoption or viral usage yet. - **Reality Check**: Product in development 3+ years, but still pre-mainstream. Full launch could change this, but current traction is minimal vs. hype. ## Token Utility Limited native utility so far – primarily speculative/meme with promo incentives: - **Planned**: "Jellies" tokens for premium features (advanced AI edits, governance), early access, creator rewards. - **Current**: Exchange staking promos (e.g., Biconomy 36% APR until Dec 22, 2025). No on-chain staking/governance active. - **No Unlocks**: No scheduled events found (tool error on symbol). - **Risk**: Utility tied to app success; currently hype-driven (e.g., listings, App Store news). ## Who Is Buying? Holder Breakdown High concentration signals whale/CEX dominance. Top 20 holders control ~75%+ supply. | Rank | Address (Snippet) | Balance | % of Supply | USD Value (~$0.1035) | Likely Label | |------|-------------------|---------|-------------|----------------------|--------------| | 1 | u6PJ8DtQuPFnfmw... | 317M | **31.7%** | **$32.8M** | CEX (Gate.io?) | | 2 | F7gbKSvgYzTwPb... | 55M | 5.5% | $5.7M | Whale/CEX | | 3-4 | ENeUV2nvwVkx49... / 36etna7WmtPGw... | 50M each | 5.0% each | $5.2M each | Whales | | 5-10 | Various | 45M-32M | 4.5-3.2% | $4.6M-$3.3M | Whales/CEX | | Top 10 Total | - | ~640M | **~64%** | **$66M** | Heavy concentration | - **Buyers Now**: Recent pump (+30% 24h) on high vol ($71M), but no specific Twitter calls on whales/accumulation (searches returned zero high-engagement tweets since Dec 10). Likely CEX liquidity + retail FOMO from App Store news. - **History**: Past manipulation (e.g., whales dump 126M to trigger liqs, rebuy for 515% spike; Bubblemaps flagged clusters). ## Real Use or Whale Pump? **Mostly whale/speculative pump, not real app usage yet**: - **Pro-Use**: Legit team/product (AI video clips fill podcast/SocialFi gap). App Store milestone + beta progress = potential. - **Against**: - App: Tiny beta userbase (50-100); no DAU/downloads proof. - Token: No core utility beyond promos; 64% top-10 concentration = easy pumps/dumps. - Pumps: Tied to news/listings (e.g., Nov $300M peak → crash; recent +161% 7d on App Store). Manipulation flags (whale coordination, short squeezes). - **Signal**: Meme-like volatility (ATH $0.47 → -78%; delistings like Crypto.com). Social sentiment mixed (staking hype vs. "manipulation" fears). ## Conclusions **Bottom line**: Promising early SocialFi app from strong founder, but $JELLYJELLY is 90% speculation/whale-driven right now – watch for app launch metrics (Q1 2026) before real utility emerges. **High risk** from concentration (31% single holder) and history. If entering, size tiny (<1% portfolio), monitor top wallets + DAU spikes. Sources: Moralis, external searches (Followin/ChainCatcher/Gate), Twitter.