$PONS revenue has almost DOUBLED since my last post btw
it has done $1.3M-$2M+ in DAILY revenue for most of the past week
and it hasn't had a SINGLE day below $1.1M in revenue over the last 7 days
let that sink in
but here's the part i think the market is massively underestimating:
THE BUYBACK
the $PONS buyback wallet now has almost $3M READY TO TWAP INTO $PONS
and it's being replenished from fees faster than it can currently be exhausted
this is an absolutely INSANE amount of organic buy pressure
and until now, it was difficult to track because the data wasn't readily available
so i suggested to @MEADGod that he put the buyback data directly on the analytics page
the man literally made it happen in minutes
what a chad! 🫡
you can now see the BUYBACK WALLET yourself on the Pons analytics page:
https://ponsfamily.com/analytics
100% of the fees you see there go towards $PONS buys/burns
and there are TWO other things here that i think the market is seriously sleeping on:
1. $PONS' ACTUAL MARKET CAP IS MUCH LOWER THAN THE FDV MAKES IT LOOK
price at the time of writing is $0.736
everyone looks at the $0.736 FDV price and thinks:
'$736M market cap'
WRONG!
~30% of the $PONS supply has ALREADY been bought and burned through fees since launch
which means the actual market cap at this price is closer to $515M
you're getting THE dominant launchpad on Robinhood chain at roughly a $515M actual market cap
think about that
2. PONS IS NOW CEMENTED AS THE LAUNCHPAD OF ROBINHOOD CHAIN
and it's not even close
the meme/stock meta has been THE biggest trend on Robinhood chain over the past week
so you'd naturally expect PONS' market share to get diluted
instead:
PONS MARKET SHARE HIT AN ATH OF 80% YESTERDAY!
it's been sitting around 75%-80% for most of the past week
AND:
Pons also hit an ATH of 28,560 TOKENS launched on the platform IN ONE DAY last week Saturday
27.6K new launches happened on the platform in the LAST 24 HOURS
even as Robinhood chain cools off slightly after its recent parabolic move
read that again
the chain cools off
PONS dominance goes to ATH
token launches go to ATH
revenue stays above $1.1M/day
buyback wallet approaches $3M and is being topped up at a much faster rate than it's getting depleted
and this is happening RIGHT as the market is finally waking up to the fact that Robinhood chain could be THE CHAIN OF THIS CYCLE
just before the bull run fully IGNITES
so what do you actually have here?
-> exploding Robinhood chain growth -> an increasingly dominant PONS -> $1M-$2M+ daily revenue -> $3M of buyback ammunition -> 30% of supply already burned -> no VC unlock overhang -> a cult-like early community
that is an absolutely ridiculous setup
and IMO the closest comparable is obviously $PUMP
and plenty of people already (and rightly, btw!) think PUMP is insanely undervalued by crypto standards
so i've been asking everyone who tells me:
'but why would i buy $PONS after it has already pumped so much?'
one simple question:
'if you were given another opportunity to buy $PUMP at a $500M market cap, would you?'
the answer is usually YES
except $PONS arguably has an even better setup
-> no VC unlocks -> no massive supply overhang -> an organic cult community that got in early and desperately wants the project to win -> and the first onchain PvE environment that is literally being fueled by the platform itself
and here's the funniest part:
while crypto twitter is obsessing over how many X $PONS has already done
my tradfi quant is telling me his tradfi network is starting to catch FOMO
they're not asking how many X it already did
they're waiting for an opportunity to SIZE INTO $PONS
that's the difference between chasing a pump
and recognizing a fundamental repricing
i genuinely think $PONS might be THE TRADE OF THE CYCLE
and my bet is simple:
dips continue getting aggressively bought
until $PONS is trading in the BILLIONS
where i believe it belongs
LOCK IN!
85·ALong
m
meme9/6meme
Recap of the past 4 weeks in crypto:
- The return of the "debasement trade" acted as a catalyst for $BTC which pumped from $64k to $80k in 3 days. This revived the crypto market and has questioned whether we're out of the bear market or not.
- The main altcoin narrative has been Robinhood chain picking up steam big time on-chain. The big winner has been $PONS which is the launchpad and went up almost 30x in 2 weeks. $AI pumped from $1M to $300M and is the leading "meme paired with a tokenized stock". $CASHCAT reached new highs at $300M. $ARB pumped +140% and $UNI +130% as proxies for RH chain success.
- $ZEC has been unstoppable and pumped from $500 to $1200.
- $PUMP had a massive run and went from $2bn to $5.5bn FDV at its top
- $ENA had a +120% move in 4 days and announced that they would be conducting buybacks
- $HYPE reached a new ATH at almost $90. $LIT pumped from $2 to almost $5.
- $XRP squeezed surprisingly strongly from $1 to $1.7 at the top of the spike
- 3 main scam coins: $TUT (30x then died), $AKE (200x bottom to top in 2 months), $BTW (12x)
- $CHIP is up 3x from its bottom after 4 months of bleeding
0·-Neutral
n
news9/6news
Recap of the past 4 weeks in crypto:
- The return of the "debasement trade" acted as a catalyst for $BTC which pumped from $64k to $80k in 3 days. This revived the crypto market and has questioned whether we're out of the bear market or not.
- The main altcoin narrative has been Robinhood chain picking up steam big time on-chain. The big winner has been $PONS which is the launchpad and went up almost 30x in 2 weeks. $AI pumped from $1M to $300M and is the leading "meme paired with a tokenized stock". $CASHCAT reached new highs at $300M. $ARB pumped +140% and $UNI +130% as proxies for RH chain success.
- $ZEC has been unstoppable and pumped from $500 to $1200.
- $PUMP had a massive run and went from $2bn to $5.5bn FDV at its top
- $ENA had a +120% move in 4 days and announced that they would be conducting buybacks
- $HYPE reached a new ATH at almost $90. $LIT pumped from $2 to almost $5.
- $XRP squeezed surprisingly strongly from $1 to $1.7 at the top of the spike
- 3 main scam coins: $TUT (30x then died), $AKE (200x bottom to top in 2 months), $BTW (12x)
- $CHIP is up 3x from its bottom after 4 months of bleeding
75·ALong
n
news9/5news
this cycle belongs to Robinhood & BNB chain
everyone faded me when i screamed for weeks that Robinhood season was coming
then it played out almost exactly as called:
- $PONS: $950 MILLION FDV — i first called at $4m - $CASHCAT: $270m - $AI: $280m - dozens of other $10m–$100m runners
all within the past two months
now i'm screaming that it's BNB SEASON
and guess what?
the same people who faded my Robinhood call are fading this one too
$MARSCOIN has already kickstarted the BNB run as the clear leader of the BNB meme/stock meta
and i believe it will continue to lead by a wide margin
if you haven't positioned yet, it might be a good idea to start paying attention
because BNB season can get MUCH crazier, MUCH faster than most people anticipate
think about the setup:
Binance is by far the world's largest CEX w/ 320 MILLION users
$MARSCOIN is already listed on both Binance spot & perps
and unlike last cycle, the West can now conveniently buy BNB memes through fomo
the accessibility is completely different
also:
$SAFEMOON hitting a $17 BILLION market cap two cycles ago — also on BNB chain btw — gives you a pretty good anchor for what's possible when BNB memes really catch fire
but don't make the mistake of thinking there will only be one winner
$MARSCOIN is the leader
there will be A LOT of other runners
and when BNB season really gets going, it goes violently
i suggest positioning accordingly
because i'd rather be early than be one of the people desperately chasing the runners after they've already gone 10x
75·AShort
n
news9/4news
actually, solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is now doing $167M in spot + $1.87 BILLION in perps volume in 24 hours
perps OI on Binance alone is at $32M
that's more OI than many blue-chip memecoins with multiples higher market caps
and btw:
ALL OF THESE ARE ATHs
→ ATH spot volume → ATH perps volume → ATH OI → ATH holders → ~9,000 new holders in the past week
these are peak bull market type of numbers
the kind of numbers you normally see after the broader market has already gone into full-blown risk-on mode
yet somehow we're seeing them before the bull run has even properly kicked off
that's the part people are missing
the last time i saw this setup was $PEPE last cycle
volume, leverage, holders and attention started exploding before the broader memecoin market really caught fire
then PEPE went on the mother of all rallies into the multi-billions and helped kickstart an entire memecoin season
i genuinely expect solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk to do something similar this cycle
because if it's already putting up bull-market numbers before the bull market, what happens when the broader market actually accelerates?
i think a lot of people are going to look back at these levels and wonder why they didn't position when the signs were this obvious
the majority are simply not positioned for what's coming