StonkBrokers + Clutch $STONKBROKER

Revenue basis

DefiLlama revenue line for StonkBrokers. Our audit found three on-chain legs totalling about $1.71M fees and $705k protocol take over the same 30 days, explaining 73% of the DefiLlama fee line and 80% of its revenue line. The gap is unscanned legs (Broker Box, locker, Safe Launch, swap desk) and price-day differences.

One EOA controls every fee switch. Revenue trend is down hard; the 30d figure flatters it.

Launch screen AIRDROP + BOTS

Airdrop-style launch: deployer sent 4,450 transfers before the pool, then seeded 35% of supply. First 5 seconds: 50 buys from 32 origins took 4.42%, with three same-block identical-gas groups and a 5-wallet bot pattern (0.77% combined). The material fact is concentration: one contract still holds 48.8% of supply.

Method: replay from mint, decode every swap in the first 50 blocks after the first pool, group same-block buys by gas price and amount, trace first token funding. Timing and gas never prove common ownership on their own.

Token audit (ours) GO-WITH-CONDITIONS

The token is a plain immutable ERC20 with no mint, pause, tax, proxy or external call, and a $5,000 lot exits at spot on the canonical v4 pool with recent sell receipts confirming execution. Conditions: one EOA, the launch signer, holds every privileged role in the fee and escrow system and can pause the escrow and NFT AMM, zero the 50% activation burn and reroute fees with no delay; a 1% position faces 16.6% impact; holders have no enforceable claim on any cash flow. The launch LP seed (89% of active liquidity) sits in an unverified single-position escrow whose beneficiary is the launch signer, with no unlock or withdraw selector resolved.

• A-1: Token runtime exposes only ERC20, ERC20Burnable and ERC20Permit selectors; no CALL, DELEGATECALL, CREATE or SELFDESTRUCT; EIP-1967 slots zero
• B-1: The launch LP seed (PositionManager NFT 175704) holds 89.2% of the canonical pool's active liquidity, owned by an unverified single-position escrow 0x1338 whose beneficiary is the launch signer; no unlock, withdraw or NFT-transfer selector resolved
• C-1: Quoter: $5,000 lot at 0.0% degradation; 1% of supply at 16.6%; 5% at 51.4%
• C-2: 432 sells settled in the last 1M blocks; the largest, 1.34M STONKBROKER for 7.43 ETH, has receipt status 1
• D-1: Contract 0x799a is a bucketed token escrow holding 48.83% of supply in two buckets of 666,666 per broker NFT; buckets reconcile to the balance to the wei
• D-2: Escrow release() succeeds only from the two authorised vaults; the admin cannot release but can pause the escrow and grant roles with no delay
• D-3: Live balances: escrow 48.83%, v4 PoolManager 5.60%, largest EOA 1.98%, top-5 EOAs 3.63% (partial replay, 29% of the range)
• F-1: The launch signer EOA is owner of the activation manager (sets the burn/protocol split, currently 50/50), admin, governor and pauser on the NFT AMM vault, and admin on the escrow and loan vault; no timelock or multisig anywhere
• F-3: Over 30 days the activation manager took 55.8M STONKBROKER (about $956k, half burned) and the NFT AMM took 298 ETH of fees (89.5 ETH to the protocol treasury, 209 ETH to StockBooster); these legs explain 73% of DefiLlama's fee line and 80% of its revenue line
• G-1: No claim, dividend, redemption or vote function exists; dividends pay activated broker NFTs by tier, and the only holder-side value path is a burn whose rate the launch signer can set to zero

Pinned 2026-09-07. Surfaces: A controls, B liquidity custody, C sellability, D concentration, E launch, F fees, G rights, H dependencies. A critical on any surface caps the verdict.

Professional audit self-reported

Contracts

Data sources