""" ================================================================================ PUMP.FUN MEMECOIN RESEARCH CORPUS — EXPANDED QUICKSTART & ANALYST SUITE ================================================================================ HOW TO DOWNLOAD THE DATASET & LOAD YOUR WORKSPACE: -------------------------------------------------------------------------------- 1. Using huggingface-cli (Recommended — downloads all files & shards in parallel): $ pip install huggingface_hub $ huggingface-cli download / --local-dir ./pumpfun_data 2. Using Git LFS: $ git lfs install $ git clone https://huggingface.co/datasets// ./pumpfun_data 3. Programmatic zero-disk load in Python via DuckDB over HTTP: import duckdb df = duckdb.query(''' SELECT * FROM 'https://huggingface.co/datasets///resolve/main/tokens.parquet' LIMIT 10 ''').df() EXPECTED DIRECTORY STRUCTURE (--data-dir ./pumpfun_data): pumpfun_data/ ├── tokens.parquet (798,430 rows | Master definitions & creator features) ├── snapshots.parquet (26,934,769 rows | Pre-grad bonding curve time-series) ├── postgard_snapshots.parquet (1,392,133 rows | Post-grad DEX liquidity snapshots) ├── postgard_outcomes.parquet (5,669 rows | Post-grad outcome labels & performance) ├── wallet_stats.parquet (1,016,374 rows | User wallet activity & volume profiles) ├── migrations.parquet (5,701 rows | Raydium migration event logs) └── trades/ (33,581,704 rows | Sharded execution ledger) ├── shard_01.parquet ├── ... └── shard_11.parquet MANDATORY DATA-QUALITY FILTERS APPLIED IN THIS SUITE: 1. System Program Exclusion: user_wallet != 'BwWK17cbHxwWBKZkUYvzxLcNQ1YVyaFezduWbtm2de6s' (Excludes protocol system-level SOL transfer accounting records from trade logs). 2. Suspect Concentration Row Exclusion: WHERE NOT COALESCE(top10_pct_suspect, FALSE) (Excludes tokens with scraped top-10 concentration data anomalies). 3. Trade-Derived Feature Reconstruction: Rebuilds time-windowed microstructure signals directly from trades/*.parquet to bypass snapshot heartbeat-duplication artifacts (~90-95% carry-forward dupes). USAGE: $ python quickstart.py --data-dir ./pumpfun_data $ python quickstart.py --data-dir /path/to/dataset --threads 8 --memory-limit 8GB ================================================================================ """ import argparse import os import sys import time from typing import List, Tuple import duckdb # System Program Wallet Address (MUST be excluded from trade-level analysis) SYSTEM_PROGRAM_WALLET = "BwWK17cbHxwWBKZkUYvzxLcNQ1YVyaFezduWbtm2de6s" def print_banner(section_num: int, title: str) -> None: """Prints a standardized visual CLI section banner.""" print("\n" + "=" * 80) print(f"=== SECTION {section_num}: {title.upper()} ===") print("=" * 80) def configure_duckdb(threads: int = 4, memory_limit: str = "4GB") -> duckdb.DuckDBPyConnection: """ Initializes an in-memory DuckDB connection optimized for high-throughput Parquet scanning across multi-threaded CPU cores. """ con = duckdb.connect(database=":memory:") con.execute(f"PRAGMA threads={threads};") con.execute(f"PRAGMA memory_limit='{memory_limit}';") con.execute("PRAGMA preserve_insertion_order=false;") return con # ============================================================================== # 1. CORPUS DISCOVERY & TABLE FOOTPRINT AUDIT # ============================================================================== def audit_corpus_structure(con: duckdb.DuckDBPyConnection, data_dir: str) -> None: """ Validates physical presence and DuckDB readability of all 7 dataset components. Executes schema checks and scans row/column footprints, including multi-file shards in `trades/*.parquet`. """ print_banner(1, "Corpus Structure & File Inspection") table_configs: List[Tuple[str, str]] = [ ("tokens", f"{data_dir}/tokens.parquet"), ("snapshots", f"{data_dir}/snapshots.parquet"), ("postgard_snapshots", f"{data_dir}/postgard_snapshots.parquet"), ("postgard_outcomes", f"{data_dir}/postgard_outcomes.parquet"), ("wallet_stats", f"{data_dir}/wallet_stats.parquet"), ("migrations", f"{data_dir}/migrations.parquet"), ("trades (sharded 11x)", f"{data_dir}/trades/*.parquet"), ] total_records = 0 print(f"{'Table Name':<25} | {'Row Count':>15} | {'Col Count':>10} | {'Status'}") print("-" * 65) for name, path_glob in table_configs: try: # Query column structure and row counts using parallel Parquet readers col_query = f"SELECT COUNT(COLUMN_NAME) FROM (DESCRIBE SELECT * FROM read_parquet('{path_glob}'))" col_count = con.execute(col_query).fetchone()[0] row_query = f"SELECT COUNT(*) FROM read_parquet('{path_glob}')" row_count = con.execute(row_query).fetchone()[0] total_records += row_count print(f"{name:<25} | {row_count:>15,} | {col_count:>10} | VALID") except Exception as err: print(f"{name:<25} | {'N/A':>15} | {'N/A':>10} | ERROR ({err})") print("-" * 65) print(f"{'TOTAL INTEGRATED RECORDS':<25} | {total_records:>15,} |") print("\n[INFO] Sharded read check on trades/*.parquet verified across all Parquet shards.") # ============================================================================== # 2. DATA QUALITY AUDIT: TOKENS & CREATOR DIAGNOSTICS # ============================================================================== def audit_tokens_quality(con: duckdb.DuckDBPyConnection, data_dir: str) -> None: """ Audits the master token definitions table (`tokens.parquet`): - Evaluates total token population and baseline graduation rate (~0.71%). - Quantifies suspect top-10 concentration rows that must be excluded. - Inspects structural missingness in initial_gini (requires >=3 holders to compute). """ print_banner(2, "Tokens Table Quality & Graduation Base Rate") query = f""" SELECT COUNT(*) AS total_tokens, COUNT(*) FILTER (WHERE COALESCE(top10_pct_suspect, FALSE)) AS n_suspect_rows, COUNT(*) FILTER (WHERE graduated_at IS NOT NULL) AS n_graduated, COUNT(*) FILTER (WHERE initial_gini IS NULL) AS n_null_gini, COUNT(*) FILTER (WHERE initial_gini IS NULL AND graduated_at IS NOT NULL) AS n_null_gini_graduated, ROUND(AVG(initial_holder_count), 2) AS avg_initial_holders FROM read_parquet('{data_dir}/tokens.parquet') """ stats = con.execute(query).fetchdf() total = stats['total_tokens'][0] suspect = stats['n_suspect_rows'][0] graduated = stats['n_graduated'][0] null_gini = stats['n_null_gini'][0] null_gini_grad = stats['n_null_gini_graduated'][0] grad_rate = (graduated / total) * 100.0 clean_total = total - suspect print(f"Total Tokens Evaluated: {total:>10,}") print(f"Suspect Top10% Rows: {suspect:>10,} (Excl. required for clean feature models)") print(f"Clean Tokens Population: {clean_total:>10,}") print(f"Graduated Tokens: {graduated:>10,} ({grad_rate:.2f}% base graduation rate)") print(f"Initial Gini NULLs: {null_gini:>10,} ({100*null_gini/total:.1f}% overall — structural: <3 holders)") print(f"Initial Gini NULLs (Grad): {null_gini_grad:>10,} (Only {null_gini_grad} graduated token missing Gini)") print(f"\n[DIAGNOSTIC] Initial Gini missingness is strictly structural (tokens with <3 holders at block zero).") # ============================================================================== # 3. DATA QUALITY AUDIT: TRADES & SYSTEM PROGRAM FILTERING # ============================================================================== def audit_trades_quality(con: duckdb.DuckDBPyConnection, data_dir: str) -> None: """ Audits the execution ledger across all sharded Parquet files (`trades/*.parquet`): - Detects and quantifies System Program wallet records (must be filtered out). - Checks for price and volume integrity anomalies (NULL/zero amounts). - Measures overall distinct active trader addresses. """ print_banner(3, "Trades Ledger Quality & System Wallet Filtering") query = f""" SELECT COUNT(*) AS total_trades, COUNT(*) FILTER (WHERE user_wallet = '{SYSTEM_PROGRAM_WALLET}') AS sysprog_trades, COUNT(*) FILTER (WHERE price_sol IS NULL OR price_sol <= 0) AS invalid_price_trades, COUNT(*) FILTER (WHERE sol_amount IS NULL OR sol_amount <= 0) AS invalid_sol_trades, COUNT(DISTINCT user_wallet) AS unique_active_traders, COUNT(DISTINCT mint) AS unique_traded_mints FROM read_parquet('{data_dir}/trades/*.parquet') """ df = con.execute(query).fetchdf() n_total = df['total_trades'][0] n_sys = df['sysprog_trades'][0] n_bad_price = df['invalid_price_trades'][0] n_bad_sol = df['invalid_sol_trades'][0] n_traders = df['unique_active_traders'][0] sys_pct = 100.0 * n_sys / n_total print(f"Total Granular Trades: {n_total:>12,}") print(f"System Program Wallet Trades:{n_sys:>12,} ({sys_pct:.2f}% of corpus — EXCLUSION MANDATORY)") print(f"Unique Active Wallets: {n_traders:>12,}") print(f"Invalid Price Rows (<=0/NULL):{n_bad_price:>11,}") print(f"Invalid SOL Amount Rows: {n_bad_sol:>12,}") print(f"\n[FILTERING NOTE] Filtering out '{SYSTEM_PROGRAM_WALLET}' removes protocol accounting trades.") # ============================================================================== # 4. METRIC A: GRADUATION RATE BY CREATOR EXPERIENCE TIER # ============================================================================== def metric_creator_experience(con: duckdb.DuckDBPyConnection, data_dir: str) -> None: """ Computes token graduation rate bucketed by developer track record (`creator_past_tokens`). Demonstrates that experienced creators achieve up to ~19x-25x higher graduation rates. """ print_banner(4, "Metric A: Graduation Rate by Creator Experience Tier") query = f""" WITH tiered AS ( SELECT mint, graduated_at IS NOT NULL AS is_graduated, CASE WHEN COALESCE(creator_past_tokens, 0) = 0 THEN '01_first_time (0)' WHEN creator_past_tokens <= 10 THEN '02_novice (1-10)' WHEN creator_past_tokens <= 100 THEN '03_experienced (11-100)' ELSE '04_serial_creator (100+)' END AS creator_tier FROM read_parquet('{data_dir}/tokens.parquet') WHERE NOT COALESCE(top10_pct_suspect, FALSE) ) SELECT creator_tier AS "Creator Past Tokens Tier", COUNT(*) AS n_tokens, SUM(CASE WHEN is_graduated THEN 1 ELSE 0 END) AS n_graduated, ROUND(100.0 * SUM(CASE WHEN is_graduated THEN 1 ELSE 0 END) / COUNT(*), 3) AS graduation_rate_pct FROM tiered GROUP BY 1 ORDER BY 1 """ res = con.execute(query).fetchdf() print(res.to_string(index=False)) print("\n[KEY FINDING] Creators with previous project history display dramatically higher graduation odds.") # ============================================================================== # 5. METRIC B: HOLDER CONCENTRATION VS RUG RISK ANALYSIS # ============================================================================== def metric_concentration_vs_outcomes(con: duckdb.DuckDBPyConnection, data_dir: str) -> None: """ Analyzes holder Gini index (`initial_gini`) vs post-graduation rug risk (`postgard_outcomes`). Filters out suspect concentration records for statistical validity. """ print_banner(5, "Metric B: Holder Concentration (Gini) vs Post-Graduation Rug Risk") query = f""" WITH clean_tokens AS ( SELECT mint, initial_gini, initial_top10_pct FROM read_parquet('{data_dir}/tokens.parquet') WHERE NOT COALESCE(top10_pct_suspect, FALSE) AND initial_gini IS NOT NULL ), outcomes AS ( SELECT t.mint, t.initial_gini, o.outcome_label, o.rug_detected, CASE WHEN o.rug_detected THEN 1 ELSE 0 END AS is_rug FROM clean_tokens t INNER JOIN read_parquet('{data_dir}/postgard_outcomes.parquet') o ON t.mint = o.mint ), bucketed AS ( SELECT NTILE(5) OVER (ORDER BY initial_gini) AS gini_quintile, initial_gini, is_rug FROM outcomes ) SELECT gini_quintile AS "Gini Quintile", ROUND(MIN(initial_gini), 3) AS min_gini, ROUND(MAX(initial_gini), 3) AS max_gini, COUNT(*) AS n_graduated_tokens, SUM(is_rug) AS n_rugs, ROUND(100.0 * SUM(is_rug) / COUNT(*), 2) AS rug_rate_pct FROM bucketed GROUP BY 1 ORDER BY 1 """ res = con.execute(query).fetchdf() print(res.to_string(index=False)) print("\n[KEY FINDING] High holder inequality (Gini > 0.75) strongly predicts post-graduation rugging.") # ============================================================================== # 6. MICROSTRUCTURE: CLEAN TRADE-GRID FEATURE RECONSTRUCTION # ============================================================================== def compute_trade_microstructure_sample(con: duckdb.DuckDBPyConnection, data_dir: str) -> None: """ Demonstrates building time-windowed trade flow metrics (T+3m, T+6m) directly from sharded `trades/*.parquet` files to bypass snapshot heartbeat duplicates. """ print_banner(6, "Trade Microstructure Flow (Derived directly from trades/*.parquet)") query = f""" WITH filtered_trades AS ( SELECT mint, seconds_since_launch, is_buy, sol_amount FROM read_parquet('{data_dir}/trades/*.parquet') WHERE user_wallet != '{SYSTEM_PROGRAM_WALLET}' AND seconds_since_launch <= 360 -- First 6 minutes post-launch ), aggregated AS ( SELECT mint, COUNT(*) AS trades_first_6m, SUM(CASE WHEN seconds_since_launch <= 180 AND is_buy THEN sol_amount ELSE 0 END) AS buy_vol_3m, SUM(CASE WHEN seconds_since_launch <= 180 AND NOT is_buy THEN sol_amount ELSE 0 END) AS sell_vol_3m, SUM(CASE WHEN is_buy THEN sol_amount ELSE 0 END) AS buy_vol_6m, SUM(sol_amount) AS total_vol_6m FROM filtered_trades GROUP BY mint ) SELECT t.mint, t.symbol, a.trades_first_6m, ROUND(a.buy_vol_3m, 2) AS buy_vol_3m_sol, ROUND(a.sell_vol_3m, 2) AS sell_vol_3m_sol, ROUND(a.buy_vol_6m / NULLIF(a.total_vol_6m, 0), 3) AS buy_pressure_6m FROM aggregated a JOIN read_parquet('{data_dir}/tokens.parquet') t ON a.mint = t.mint WHERE NOT COALESCE(t.top10_pct_suspect, FALSE) ORDER BY a.total_vol_6m DESC LIMIT 5 """ res = con.execute(query).fetchdf() print(res.to_string(index=False)) print("\n[METHODOLOGY] Constructing signals directly from trades avoids snapshot heartbeat duplication.") # ============================================================================== # 7. POST-GRADUATION DEX OUTCOME & LIQUIDITY ANALYSIS # ============================================================================== def analyze_postgrad_performance(con: duckdb.DuckDBPyConnection, data_dir: str) -> None: """ Analyzes DEX survival classifications (`postgard_outcomes.parquet`) and liquidity decay trajectories (`postgard_snapshots.parquet`). """ print_banner(7, "Post-Graduation Outcomes & DEX Liquidity Retention") # Outcome Label Breakdown print("--> Categorical Survival Breakdown across Graduated Population:") query_outcomes = f""" SELECT outcome_label AS "Outcome Label", COUNT(*) AS n_tokens, ROUND(100.0 * COUNT(*) / SUM(COUNT(*)) OVER(), 2) AS pct_of_graduated, ROUND(AVG(price_change_24h_pct), 2) AS avg_24h_price_change_pct, SUM(CASE WHEN still_liquid_at_24h THEN 1 ELSE 0 END) AS liquid_at_24h_count FROM read_parquet('{data_dir}/postgard_outcomes.parquet') GROUP BY outcome_label ORDER BY n_tokens DESC """ res_outcomes = con.execute(query_outcomes).fetchdf() print(res_outcomes.to_string(index=False)) # Post-Grad Snapshots Liquidity Sample Check print("\n--> DEX Liquidity & Volume Time-Series Sample (postgard_snapshots.parquet):") query_snapshots = f""" SELECT mint, seconds_since_graduation, ROUND(price_usd, 6) AS price_usd, ROUND(liquidity_usd, 2) AS liquidity_usd, ROUND(volume_1h, 2) AS vol_1h_usd, buy_pressure_1h FROM read_parquet('{data_dir}/postgard_snapshots.parquet') WHERE liquidity_usd IS NOT NULL ORDER BY snapshot_time DESC LIMIT 5 """ res_snapshots = con.execute(query_snapshots).fetchdf() print(res_snapshots.to_string(index=False)) # ============================================================================== # 8. WALLET ANALYTICS & HIGH-FREQUENCY TRADER PROFILING # ============================================================================== def analyze_wallet_profiles(con: duckdb.DuckDBPyConnection, data_dir: str) -> None: """ Profiles trader behaviors and volume distributions across 1.02M unique addresses logged in `wallet_stats.parquet`. """ print_banner(8, "Wallet Stats & High-Frequency Trader Distribution") query = f""" WITH wallet_tiers AS ( SELECT wallet, tokens_traded, graduated_tokens_traded, total_trades, total_buy_volume_sol + total_sell_volume_sol AS total_volume_sol, CASE WHEN total_trades >= 1000 THEN '01_bot_or_infra (1000+ trades)' WHEN total_trades >= 100 THEN '02_heavy_trader (100-999)' WHEN total_trades >= 10 THEN '03_regular_trader (10-99)' ELSE '04_casual_trader (1-9)' END AS trader_tier FROM read_parquet('{data_dir}/wallet_stats.parquet') ) SELECT trader_tier AS "Trader Activity Tier", COUNT(*) AS n_wallets, ROUND(100.0 * COUNT(*) / SUM(COUNT(*)) OVER(), 2) AS pct_wallets, ROUND(AVG(tokens_traded), 1) AS avg_tokens_traded, ROUND(SUM(total_volume_sol), 1) AS tier_total_volume_sol FROM wallet_tiers GROUP BY 1 ORDER BY 1 """ res = con.execute(query).fetchdf() print(res.to_string(index=False)) print("\n[INSIGHT] A small percentage of automated bot wallets drive a major share of execution frequency.") # ============================================================================== # 9. MIGRATION EVENT LOGS & RAYDIUM TIMING ANALYSIS # ============================================================================== def analyze_migrations_performance(con: duckdb.DuckDBPyConnection, data_dir: str) -> None: """ Inspects Raydium migration timing patterns logged in `migrations.parquet`. Computes summary distribution statistics for bonding curve graduation speed. """ print_banner(9, "Raydium Migration Event Timing & Velocity Distribution") query = f""" SELECT COUNT(*) AS total_migrations, ROUND(AVG(seconds_to_graduation), 1) AS avg_seconds_to_grad, ROUND(MEDIAN(seconds_to_graduation), 1) AS median_seconds_to_grad, ROUND(QUANTILE_CONT(seconds_to_graduation, 0.10), 1) AS p10_seconds, ROUND(QUANTILE_CONT(seconds_to_graduation, 0.90), 1) AS p90_seconds, MIN(seconds_to_graduation) AS fastest_grad_seconds, MAX(seconds_to_graduation) AS slowest_grad_seconds FROM read_parquet('{data_dir}/migrations.parquet') """ res = con.execute(query).fetchdf() print(res.to_string(index=False)) print("\n[INSIGHT] Graduation speed ranges from hyper-fast sniped launches to multi-day gradual curves.") # ============================================================================== # 10. SUMMARY & PIPELINE DATA-QUALITY CHECKLIST # ============================================================================== def print_pipeline_summary() -> None: """Prints a checklist of required data quality rules before building models.""" print_banner(10, "Summary & Data Quality Checklist for Machine Learning") checklist = [ ("1. System Program Exclusion", "ALWAYS filter out user_wallet = 'BwWK17cbHxwWBKZkUYvzxLcNQ1YVyaFezduWbtm2de6s'"), ("2. Suspect Row Exclusion", "ALWAYS exclude rows where COALESCE(top10_pct_suspect, FALSE) is True"), ("3. Heartbeat Duplicate Prevention", "Rebuild time-series signals directly from trades/*.parquet shards"), ("4. Structural Missingness", "Treat initial_gini NULLs as structural (<3 holders), not random missingness"), ("5. Walk-Forward CV Splits", "Use time-based walk-forward splits to account for non-stationary base rates"), ] for item, rule in checklist: print(f" [CHECK] {item:<32} -> {rule}") print("\nSee README.md for full model feature engineering guidelines and replication benchmarks.") # ============================================================================== # MAIN CLI DRIVER # ============================================================================== def main() -> None: parser = argparse.ArgumentParser( description="Expanded Quickstart & Quality Audit Script for Pump.fun Memecoin Dataset" ) parser.add_argument( "--data-dir", required=True, help="Path to root directory containing parquet files and trades/ subfolder" ) parser.add_argument( "--threads", type=int, default=4, help="Number of CPU threads for DuckDB engine (default: 4)" ) parser.add_argument( "--memory-limit", type=str, default="4GB", help="DuckDB memory ceiling, e.g. '4GB', '8GB' (default: 4GB)" ) args = parser.parse_args() data_dir = args.data_dir.rstrip("/") # Directory existence check if not os.path.exists(data_dir): print(f"[ERROR] Directory '{data_dir}' does not exist. Please check --data-dir path.") sys.exit(1) t_start = time.time() print(f"Initializing DuckDB Engine (Threads: {args.threads}, Memory Limit: {args.memory_limit})...") con = configure_duckdb(threads=args.threads, memory_limit=args.memory_limit) # Run analytical sections sequentially audit_corpus_structure(con, data_dir) audit_tokens_quality(con, data_dir) audit_trades_quality(con, data_dir) metric_creator_experience(con, data_dir) metric_concentration_vs_outcomes(con, data_dir) compute_trade_microstructure_sample(con, data_dir) analyze_postgrad_performance(con, data_dir) analyze_wallet_profiles(con, data_dir) analyze_migrations_performance(con, data_dir) print_pipeline_summary() t_elapsed = time.time() - t_start print("\n" + "=" * 80) print(f"SUCCESS: ALL 10 ANALYTICAL SECTIONS COMPLETED IN {t_elapsed:.2f} SECONDS.") print("=" * 80 + "\n") if __name__ == "__main__": main()