quote: HIMS got huge because of $BONER pump
$HIMS: 50% APY https://x.com/NotSoEasyMoney/status/2096698208726696290 | If it could not get any crazier...
The CEO of publicly traded company $HIMS, has now made one of the eight accounts they follow on X...
The memecoin $BONER.
Which is paired to the HIMS stock.
Sending the memecoin from 30mil to 70mil marketcap...
What is going on!? https://x.com/notsoeasymoney/status/2096679535659872509
0·-Neutral
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news9/8news
$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
n
news9/7news
Fomo overtakes Pump.fun in daily revenue on Solana
75·AShort
n
news9/7news
COINTELEGRAPH: Fomo overtakes Pump.fun in daily revenue on Solana
70·B+Short
n
news9/7news
Fomo overtakes Pump.fun in daily revenue on Solana
70·B+Short
n
news9/7news
How does this turn into a PvE cycle?
To be clear, I don't actually think we're really there. I don't believe retail is fully here like they were back in 2021/2024 and I think that it's still mostly the same hot ball of money moving around. There are signs that some normies are coming onboard w/ social apps and some of these onchain ceilings, but I don't think we've really seen insane mania yet. It feels a bit like the early stages of a bull market....like October 2020 or November 2020 or something around there.
I actually don't think we'll see insane mania like we did back in 2021 or 17 (I hope I'm wrong there). A cycle equal to 2024 would be great to see but I do think that onchain won't be as insane as we saw back then (again, I hope I'm wrong).
With that said, what would actually change this? What would turn us to actual PvE (player vs. environment), where normies are coming in huge and buying our bags? (I think any combination of the below can happen fwiw)
IMO:
1) BTC cracks ATH with strength and is on a moon mission to 200k+. This one is obvious and doesn't need much explanation. Maybe this cycle is different where we don't actually need bitcoin to do huge numbers since retail flow has mostly always been about altcoins and the market is just structurally different as time has gone by. But even still, this is the easiest answer and it's been the solution for every past bull market. BTC bottoms and extra new money flows in.
2) AI x Crypto is real. That money flows into crypto from a narrative perspective and we get a lot of flow from wall street and AI investors. We saw glimpses of this in 2024, where the AI agent wave with GOAT and ai16z brought about a lot of tech junkies who were experimenting onchain. Ofc all of this was larp but it brought in real outside money. AI has been the story for all of 2025/26 in stocks and those have had insane moves - if even a fraction of that $ comes over, we will be partying.
3) Robinhood is real and we actually get tons of retail flow. This is the one that makes the most sense to me personally and the relationship is clear to me. There are dozens of posts written about this already but the stock x meme combo is really intriguing and I wouldn't be surprised to see the next wave of interesting DeFi tokens spawn from this chain / cycle. We haven't had true innovation in that area since 2020 IMO, let's see if that changes.
4) Something new gets built that brings about huge retail investors. In the past, this was sold as 'cutting edge tech' and being on the frontier. These days, I think that most of the tech happens onchain (investable tech that is) and everything else (perps, privacy, prediction markets, stables) are bigger infrastructure projects that will mostly take over the past ones (big L1s, AAVE forks, etc). I actually don't have the answer for this one because I don't see it yet but there probably will be something. In 2024 it was more pumpfun and all of the onchain madness, in 2021 we had a variety of things (economic stimulus, gaming, new L1s, etc). Innovation has largely diminished with each cycle IMO (which makes sense because anything new or exciting was thought of in previous cycles). But there's probably going to be something.
If we do get PvE, where does that $ flow? IMO onchain. Nobody is really interested in buying these huge fdv infrastructure tech projects right now. Maybe that changes and maybe we see an insane bid for Monad or something along those lines...but I don't personally see it. People are in crypto to get rich and I think everyone knows the gig at this point and they aren't interested in buying this high fdv dogshit anymore. Unless something materially changes with these token structures, I'm mega bearish on all of those.
Should be a fun cycle regardless. Still think we're in the early stages
55·BLong
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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
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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
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news9/6news
This is a great market because there are a number of really good coins you can buy w/ different narratives / marketcaps. You can get in with virtually any size on some of these as well.
On the perps/cex coin side I am looking at:
ENA USELESS ARB UNI CHIP ZEC PUMP BSC coins (4 has been strong but could just be a short term pump)
Onchain: (debatable if local top is in, some of these charts are a bit iffy on lower time frames, might just bid pons tbh)
STONK (moved so strong big miss from me) BONER RH Eco (AI/PONS/CC tho would just focus on PONS) NUDES BASECAT MARSCOIN (I own)
All in all, I lean more towards there being a bit of a cooldown on the RH side for new pairs and there being a bit of time to consolidate.
Still can buy and hold certain coins or day trade or swing trade; all options available
35·CLong
T
Twitter9/5news
You can build an app and a launch platform using already existing on chain programs and set the fees as high as you want and even return all the fees back to the “good” users and see if that’s the key to pmf.
Metaplex/meteora/pump even will let you configure whatever fees you want.
55·BLong
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oi_change9/5market
PUMP/USDT OI 5min Up 6.16% $796K rose to $845K, Price -0.05%, New Shorts Entering
0·-Neutral
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news9/4news
U.S. just secured control of Venezuela's vast oil reserves. The vote passed, the ink is dry and $7 billion is committed. The pump is a separate conversation.
90·A+Long
t
twitter9/4meme
US Diesel Pump Prices Hit Record As Global Refined-Products Crisis Threatens Industrial Economy https://www.zerohedge.com/energy/us-diesel-pump-prices-hit-record-global-refined-products-crisis-threatens-industrial-economy
0·-Neutral
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news9/4news
The Bright Side: Onchain Growth
Price action often overshadows the progress we're making as an industry. When prices are suppressed, pessimism floods timelines and it feels like it's all over. That's a disservice to the teams still building. Growth should be celebrated, not just green candles. So we're launching The Bright Side: short pieces, charts, and quick commentary, all on the growth we're seeing in crypto. Bringing optimism and drawing attention to what moves us forward. This first issue covers onchain activity that's picked up over the summer. Overall activity is nowhere near past peaks, and yet certain ecosystems and protocols have found ways to thrive. Life in the Solana trenches @solana processed 1.32B transactions in the week of August 23, past the 800M peak of the 2024-2025 memecoin season. That’s roughly double its January base. A revival in memecoin trading on @Pumpfun drove most of it, with @fomo as the new entrant.
@Pumpfun's weekly revenue has grown for six weeks straight, from $6M in the week of July 13 to $17.5M in the week of August 24, with daily active wallets hitting a high of 673k. @fomo, the hit social trading app peaked at 93K daily active users on Solana. Beyond transactions, revenue is picking up as well. Solana application had $143M in revenue in August, the most since January and 81% above the April low. Coinbase <> Base pipeline @base TVL crossed $5.5B on August 26, a high for the year and just under the $5.58B record set on October 7, 2025. $3.9B of that, or 70%, sits in @Morpho markets, and $3B of it is cbBTC deposited through @coinbase crypto-backed loan product built on Morpho. Because that collateral is bitcoin-denominated, holding $3B through a year in which BTC fell roughly 37% reflects the growth in the deposit base grew substantially in BTC terms.
Uniswap's Robinhood Chain payoff Uniswap processed 39.9M swaps in the week of August 24, up 4.3x from an April low of 9.2M and 38% above the prior high of 28.9M a week earlier. The fee switch turns that activity into supply reduction. The protocol executed its largest dollar-value UNI burn on August 21, roughly 150,000 UNI worth about $590,000.
Robinhood chain is the reason behind the surge. Over $30B in DEX volume has run through Uniswap on the chain since its July 1 launch, accounting for 91% of all DEX volume there. Robinhood Stock Tokens make up $1.3B while crypto-native tokens and memecoins make up the rest. Stable active address growth Monthly active stablecoin addresses reached 55.3M in July, up 25% year-on-year. USDT accounted for 69%, with USDC representing 27%. Although stablecoin supply has remained at ~$300B since the start of the year, address counts have continued to grow. The demand behind them is payments and dollar access, on top of being trading collateral. Retail-sized transfers hit a monthly record of 162M transactions in August, reflecting the rise in consumer adoption.
And that’s a wrap for this issue. Prices will do what they do. Builders keep shipping, products that work keep compounding and the industry keeps growing. More charts and commentary to come.
75·ALong
n
news9/4news
The Bright Side: Onchain Growth
Price action often overshadows the progress we're making as an industry. When prices are suppressed, pessimism floods timelines and it feels like it's all over. That's a disservice to the teams still building. Growth should be celebrated, not just green candles.
So we're launching The Bright Side: short pieces, charts, and quick commentary, all on the growth we're seeing in crypto. Bringing optimism and drawing attention to what moves us forward. This first issue covers onchain activity that's picked up over the summer. Overall activity is nowhere near past peaks, and yet certain ecosystems and protocols have found ways to thrive.
Life in the Solana trenches
@solana processed 1.32B transactions in the week of August 23, past the 800M peak of the 2024-2025 memecoin season. That’s roughly double its January base. A revival in memecoin trading on @Pumpfun drove most of it, with @fomo as the new entrant.
@Pumpfun's weekly revenue has grown for six weeks straight, from $6M in the week of July 13 to $17.5M in the week of August 24, with daily active wallets hitting a high of 673k.
@fomo, the hit social trading app peaked at 93K daily active users on Solana. Beyond transactions, revenue is picking up as well. Solana application had $143M in revenue in August, the most since January and 81% above the April low.
Coinbase <> Base pipeline
@base TVL crossed $5.5B on August 26, a high for the year and just under the $5.58B record set on October 7, 2025. $3.9B of that, or 70%, sits in @Morpho markets, and $3B of it is cbBTC deposited through @coinbase crypto-backed loan product built on Morpho. Because that collateral is bitcoin-denominated, holding $3B through a year in which BTC fell roughly 37% reflects the growth in the deposit base grew substantially in BTC terms.
Uniswap's Robinhood Chain payoff
Uniswap processed 39.9M swaps in the week of August 24, up 4.3x from an April low of 9.2M and 38% above the prior high of 28.9M a week earlier. The fee switch turns that activity into supply reduction. The protocol executed its largest dollar-value UNI burn on August 21, roughly 150,000 UNI worth about $590,000.
Robinhood chain is the reason behind the surge. Over $30B in DEX volume has run through Uniswap on the chain since its July 1 launch, accounting for 91% of all DEX volume there. Robinhood Stock Tokens make up $1.3B while crypto-native tokens and memecoins make up the rest.
Stable active address growth
Monthly active stablecoin addresses reached 55.3M in July, up 25% year-on-year. USDT accounted for 69%, with USDC representing 27%. Although stablecoin supply has remained at ~$300B since the start of the year, address counts have continued to grow. The demand behind them is payments and dollar access, on top of being trading collateral. Retail-sized transfers hit a monthly record of 162M transactions in August, reflecting the rise in consumer adoption.
And that’s a wrap for this issue. Prices will do what they do. Builders keep shipping, products that work keep compounding and the industry keeps growing. More charts and commentary to come.
75·ALong
n
news9/4news
President Trump will hit a campaign trail focused on the economy after urging voters to pay more for the Iran war.
Trump is telling voters a paying more at the pump "is worth the price of ridding Iran of its nuclear program." https://t.co/9jYKcBx4ay
80·ALong
n
news9/4news
President Trump will hit a campaign trail focused on the economy after urging voters to pay more for the Iran war.
Trump is telling voters a paying more at the pump "is worth the price of ridding Iran of its nuclear program." https://t.co/Ce1Fez2qhl
80·ALong
m
meme9/3meme
quote: I have earned more than $730 from this CASHCAT/USDG in 9 days. The Fee APR is great, but I care more about total PnL (in usd) than fees alone, since total PnL also accounts for cash-cat:native price action.
Fortunately, this meme is gaining a strong momentum on @RobinhoodCrypto chain. So my position can earn in 02 ways: (1) fees and (2) gains from CASHCAT token.
- My initial capital is $3,600
- My position value is $4,576
- Unrealized PnL = $976
At the time of writing, cash-cat:native is sitting at around $0.28. I've decided to move my Smart Exit on @KyberNetwork from $0.17 to $0.195 and use it as a trailing stop.
I would say this setup lets me sleep better than ever, even this meme can crash in the midnight. | This CASHCAT/USDG position has earned me $378 in so far.
The yield is juicy, and cash-cat:native continues to pump, from $0.18 (my entry price) to $0.24 at the time writing.
I decided to take this position further by compounding all fees back to the position. This could bring higher Reward, while the Risk is still acceptable thanks to Smart Exit feature from @KyberNetwork
How do I do it?
- Setup Smart Exit with condition: "This order is triggered when Price Pool =< $0.17"
- If CASHCAT suddenly drops night that threshold while I'm sleeping, the position will be remove completely to protect my remaning USDG inventory.
What a pity that Kyber doesn't allow to combine Zap-Out into a single token (in this case, it should be USDG) with Smart Exit. I would then have to manually swap all CASHCAT to USDG afterward.
But at least Smart Exit can stop my losses. And I can use this feature as a Trailing Stop if the pump continues over the next few days.