$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
- EIP-8141 may allow Ethereum users to pay for gas with stablecoins by sometime next year (very interesting - link below)
- $QQQ at $718.96
- Oil at $92.72 and lots of attention on crack spreads
- Gold at $4,405.40
- Total crypto market cap at $2.765T
- My beloved $FXN up almost 200% from spring lows - to $28.19(!) (still insanely undervalued though!)
- Hunter Biden to apparently release a memecoin on Wednesday called $LAPTOP, with part of supply airdropped to wallets that lost money on $TRUMP and 30% of supply to be burned if Democrats win the 2028 election
- Also... odds of Democrat sweep in November have risen to 52%
- $PONS, $ZEC, and $ENA all getting lots of positive attention on the TL (link below)
- Copper hits ATH
- Variational still most anticipated airdrop (link below)
- Stacks $STX to launch self-custodial Bitcoin staking
- Biggest bond bear market in US history continues... with $TLT (long-duration US bond ETF) averaging -7.65% per year the last 5 years, while conversely $QQQ (stonks) averaged +13.82% per year during that time
- (Related) 30 year fixed rate mortgages in the US are averaging 6.71% right now, down from high of 7.79% and up from 2.65% in 2021
- Above issue (yields and thus mortgages at record highs - since mortgage rates track long-duration US bond rates) is a very bullish setup for US real estate imho, at least residential (definitely not office) and at least in states people want to move to... As a result I still have significant exposure to $JOE (FL landholding + development company with huge holdings in the Panhandle/Bend section of FL) as my main RE exposure
- Also re: the above... I think the odds on Polymarket re: the Fed raising vs cutting rates are WAY WAY off (and thus asymmetric) and therefore I am seriously considering throwing a bit of money on bets that they somehow actually cut rates by EOY. The payoffs are absolutely insane proportionally and I can still 100% see it happening depending on how things go. Consensus is the opposite though with the bond market pricing in an 88% chance they RAISE by end-of-year...
- Also re: the above... I thought Trump's post on Truth Social over the weekend was quite shocking, where he seemed to openly threaten the Fed... saying (again, directed toward the Fed): "LOWER THE RATE OR I'LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT..." - which is quite startling and perhaps blackpilling to consider the President and Fed are openly at war to this degree... but it seems like Powell and his ilk who are still on the board are refusing to lower rates as Trump (and presumably Warsh) want... very fascinating situation that really brings up a lot of questions about how much control over the Fed the Executive Branch is supposed to have in the US...
- Also lots of talk about security and OpSec after Bold losing all his on-chain funds... tbh I remain a huge fan of just having all your on-chain crypto on a dedicated $200 Chromebook (or several) with multiple handwritten seed phrases cut in half and kept in multiple secure locations. Then if you are managing a defi protocol or something and need to sign all the time create a multi-sig. Or if you're degening on-chain and doing lots of transactions just separate your long-term holdings from that wallet. And if you have serious wealth in crypto diversify between on-chain and off-chain and various chains/counterparties/etc.
Conclusion
That is everything lads!
Remember to get jacked and tan for the $ETH $10k party! 💪
-and lift weights while watching the sun set! see pic below :)
75·ALong
m
meme9/7meme
Crypto + Macro Stuff I'm Looking At Today
...
- Tradfi markets closed today for Labor Day
- CPI and PPI inflation data coming out this week
- EIP-8141 may allow Ethereum users to pay for gas with stablecoins by sometime next year (very interesting - link below)
- $QQQ at $718.96
- Oil at $92.72 and lots of attention on crack spreads
- Gold at $4,405.40
- Total crypto market cap at $2.765T
- My beloved $FXN up almost 200% from spring lows - to $28.19(!) (still insanely undervalued though!)
- Hunter Biden to apparently release a memecoin on Wednesday called $LAPTOP, with part of supply airdropped to wallets that lost money on $TRUMP and 30% of supply to be burned if Democrats win the 2028 election
- Also... odds of Democrat sweep in November have risen to 52%
- $PONS, $ZEC, and $ENA all getting lots of positive attention on the TL (link below)
- Copper hits ATH
- Variational still most anticipated airdrop (link below)
- Stacks $STX to launch self-custodial Bitcoin staking
- Biggest bond bear market in US history continues... with $TLT (long-duration US bond ETF) averaging -7.65% per year the last 5 years, while conversely $QQQ (stonks) averaged +13.82% per year during that time
- (Related) 30 year fixed rate mortgages in the US are averaging 6.71% right now, down from high of 7.79% and up from 2.65% in 2021
- Above issue (yields and thus mortgages at record highs - since mortgage rates track long-duration US bond rates) is a very bullish setup for US real estate imho, at least residential (definitely not office) and at least in states people want to move to... As a result I still have significant exposure to $JOE (FL landholding + development company with huge holdings in the Panhandle/Bend section of FL) as my main RE exposure
- Also re: the above... I think the odds on Polymarket re: the Fed raising vs cutting rates are WAY WAY off (and thus asymmetric) and therefore I am seriously considering throwing a bit of money on bets that they somehow actually cut rates by EOY. The payoffs are absolutely insane proportionally and I can still 100% see it happening depending on how things go. Consensus is the opposite though with the bond market pricing in an 88% chance they RAISE by end-of-year...
- Also re: the above... I thought Trump's post on Truth Social over the weekend was quite shocking, where he seemed to openly threaten the Fed... saying (again, directed toward the Fed): "LOWER THE RATE OR I'LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT..." - which is quite startling and perhaps blackpilling to consider the President and Fed are openly at war to this degree... but it seems like Powell and his ilk who are still on the board are refusing to lower rates as Trump (and presumably Warsh) want... very fascinating situation that really brings up a lot of questions about how much control over the Fed the Executive Branch is supposed to have in the US...
- Also lots of talk about security and OpSec after Bold losing all his on-chain funds... tbh I remain a huge fan of just having all your on-chain crypto on a dedicated $200 Chromebook (or several) with multiple handwritten seed phrases cut in half and kept in multiple secure locations. Then if you are managing a defi protocol or something and need to sign all the time create a multi-sig. Or if you're degening on-chain and doing lots of transactions just separate your long-term holdings from that wallet. And if you have serious wealth in crypto diversify between on-chain and off-chain and various chains/counterparties/etc.
Conclusion
That is everything lads!
Remember to get jacked and tan for the $ETH $10k party! 💪
-and lift weights while watching the sun set! see pic below :)
0·-Neutral
m
meme9/7meme
Memes paired with
SOL
USDC
SPYX
RAY
ZEC
HYPE
ANTHROPIC
TAO
OPENAI
STONK
CARDS
USELESS
ANSEM
MCDX
VIDAX
GPRO
PONS
SPCXX
on Raydium
0·-Neutral
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
m
meme9/6meme
Pons v2 has generated over $842,000,000 in RWA volume since last month's release.
We're taking RWAs to the next level, powered by @Uniswap 🦄
0·-Neutral
n
news9/6news
Pons v2 has generated over $842,000,000 in RWA volume since last month's release.
We're taking RWAs to the next level, powered by @Uniswap 🦄
75·ALong
m
meme9/6meme
Memes paired with
SOL
USDC
SPYX
RAY
ZEC
HYPE
ANTHROPIC
TAO
OPENAI
STONK
CARDS
USELESS
ANSEM
MCDX
VIDAX
GPRO
PONS
SPCXX
on Raydium
0·-Neutral
n
news9/6news
Binance Announcement:
Binance Futures Will Launch USDⓈ-Margined PONSUSDT and 哈基米USDT Perpetual Contracts (2026-09-06)
Notifer: @CexAlerts
80·ALong
n
news9/6news
Binance EN: Binance Futures Will Launch USDⓈ-Margined PONSUSDT and 哈基米USDT Perpetual Contracts (2026-09-06)
$PONS
————————————
2026-09-06 13:55:13
Source: https://www.binance.com/en/support/announcement/list/48
85·ALong
n
news9/6news
Binance EN: Binance Futures Will Launch USDⓈ-Margined PONSUSDT and 哈基米USDT Perpetual Contracts (2026-09-06)
币安重要公告: 币安合约将于2026年9月6日上线 USDⓈ-Margined PONSUSDT 和 哈基米USDT 永续合约
PONS MarketCap: 639M
(Auto match could be wrong, 自动匹配可能不准确)
————————————
2026-09-06 13:55:11
source: https://cache.bwe-ws.com/bn-2000
85·ALong
l
listing9/6listing
Binance: Binance Futures Will Launch USDⓈ-Margined PONSUSDT and 哈基米USDT Perpetual Contracts (2026-09-06)
80·ALong
n
news9/6news
Binance Futures Will Launch USDⓈ-Margined PONSUSDT and 哈基米USDT Perpetual Contracts (2026-09-06)
80·ALong
l
listing9/6listing
Binance: Binance Futures Will Launch USDⓈ-Margined PONSUSDT and 哈基米USDT Perpetual Contracts (2026-09-06)
80·ALong
n
news9/6news
Binance Futures Will Launch USDⓈ-Margined PONSUSDT and 哈基米USDT Perpetual Contracts (2026-09-06)
80·ALong
n
news9/6news
Binance Futures Will Launch USDⓈ-Margined PONSUSDT and 哈基米USDT Perpetual Contracts (2026-09-06)