Shit, owen is back from retirement and posted a thesis about pons. https://x.com/owen1v9/status/2100385562041397519
Theses & replies
Posting thesis about BUN -> Got Creator Rewards -> Buy more BUN -> Posting More Thesis -> More Rewards. Gud tek.
Again, will be adding more. Interesting utilities will be added for BUN + Plan to burn more BUN once Mosh Pit is live. https://x.com/ripchillpill/status/2098711876423065744
BUN is currently ranked third on the PONS launchpad today. Typically, the second position is occupied by daily runners or flavors like Flybrain, ZZZ, and others. This indicates that BUN’s model is functioning effectively. If Mosh Pit is launched for public use, anyone can utilize Mosh’s infrastructure and burn more BUN, which is currently less than 25% in circulation (71.4% owned by the Agents and 7% by the PONS Locker). For more details about BUN: https://x.com/justinbebis/status/2097738851469152563
Pons is the fourth protocol that accrues fees, higher than PUMP. If we remove Tether and Circle, which centralized stablecoin issuer, Pons would be the second protocol, right behind Uniswap (which is live on 47 chains), while Pons only lives on RHC. 30d = $101.48M 7d = $58.02M 24hr = $5.24M Fees also stabilizing between $900k - $1.1M+ per day https://defillama.com/fees https://stateofblocks.com/dashboards/pons-terminal/
You should check latest Vlad's interview imo, it's basically alpha + PONS coded here. We will blast 1B mcap soon and then flip Pumpfun. $5.5 is coded. https://x.com/MEADGod/status/2097878413503549814
Happy BUN ATH! I’m saying that the LAPTOP fiasco could have been prevented if we had used Mosh/BUN from the beginning. However, people still undervalue BUN. The road to $100M is the toughest (that’s 10x the current price fyi), but after that, it will be running strong like PONS.
Not all projects will do B-1 Transparency Filing, but Pons does. Institution and Massive CEX Listings soon? https://x.com/Blockworks/status/2097750569666625768
Steady $1M+ revenue each day + $3.36M+ earmarked for buyback, at this rate, PONS will burn at least 0.8-1% per week and with limited PONS available on LP right now. Repricing to $5.5 is not about if but when. https://stateofblocks.com/dashboards/pons-terminal/ https://www.ponsfamily.com/analytics
Okay, Cumberland (OTC + MMs + Institutional Liquid Funds) is accumulating PONS and you're sidelined? ngmi. https://x.com/lookonchain/status/2097201781386420228 Social acc: https://x.com/CumberlandSays
If you’re curious about how Mosh AI Agents maintain a relatively stable price during market downturns, that’s precisely the beauty of them. They effectively hold the floor and have already generated returns exceeding $103,000. Gud tek.
30% PONS burned. Next stop is $1.4 https://x.com/TGWCapital_/status/2097086604821098635
PONS is the fastest company in history to reach 100m ARR. Insane. https://x.com/0xBobdbldr/status/2096869643168186433
Hearing from the team that the MOSH/BUN public launcher will be live this week + agentic funds. Higher.
So far agents performance + volume still good: - Cumulative rev: $94,020 - 24 hr volume: $1,519,946 - Swarm AUM: $12,836,606 - 71.4% supply held by AI Agents
Actually, the adjusted circ. marketcap is around $650m (~30% burned), so it's better to value PONS based on revenue generated not mcap. From: https://x.com/that1618guy/status/2096129783595933787 > $145k/d (PONS 30d avg) → $0.24-0.30 > $200k/d → $0.34-0.41 > $360k/d (PONS 7d avg) → $0.60-0.74 (we are here) > $843k/d (08/30 only) → $1.41-1.74
Saw many fomo gamblers loss their money on SLINK whilst deployer run with $6.6 mio, this is why BUN exist. no bundle, supply control by AI agents, deployer can only earn from fees.
MCG interview: https://x.com/MCGlive/status/2095989278572446185 Great explanation about BUN https://x.com/Eli5defi/status/2095799107113881768
$5.5 coded. Pons did this in <2 months btw: - #01 Launchpad on RH - Survive vamp from Bonk, Rialto, Uniswap, Sushi and many more - Multiple 70-90% drawdown - Perps on Hyperliquid, Aster and many CEXs - Upcoming listing on Robinhood - Burned 30% supply - $1M+ of revenue in the past few days - $5B cumulative volume - $34M creator earnings - Become the poster child for Robinhood - Uniswap surrender, they bought PONS, lol
BUN will appear on MCG, usually we will see 10-20x price increases minimum, 200M next, then 1B., https://x.com/MCGlive/status/2095676415899468017
uniswap purchased pons token for long term alignments. this not gonna be the first, more to come. $142 coded. https://x.com/ponsdotfamily/status/2095624093944979950
my next conviction play after pons. this is the L2s for pons. gud tek, only 20% circulated. ai agents are your homie. no retarded bundler. and importantly, it gives more money to pons.
Pons added to Robinhood Assets. 5.5 coded. https://x.com/NewListingsFeed/status/2095142118398582850
The most important thing is that there’s no usual cabal waiting to dump this token in less than 24 hours. Almost everyone here (the top 10) is a hardened veteran with a HODL mindset. I do trade PONS, but only for one reason: to accumulate more. Happy new ATH, PONS. And somehow, it hits even better today. It’s my son’s birthday too. Couldn’t ask for a better day.
lordarbiter
@lordarbiter ★ Top Trader
BUN Arc Incoming
- Trades
- 1.2K
- Swaps
- 505
- Volume
- $1.1M
- Avg hold
- 1.5d
- Total PnL
- +$2.4M
Top closed
Updated 4h ago137 closed · top 5 by realized PnL
- Pons closed Aug 5 · in $26.4K +$132K+500%
- Golden Goose closed Sep 1 · in $18.2K +$15.1K+83%
- NASDANQ closed Aug 28 · in $8.8K +$5.5K+62%
- $BROW closed Sep 2 · in $2.6K +$2.8K+107%
- Memory cow Moo closed Aug 30 · in $11.9K +$1.9K+16%
Active holdings
Updated 4h ago$2.3M total · 46 tokens
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Pons #1Value $2.1M 3.3M PONSProfit +$2.2M+2,054%
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Bundle Cat #2Value $154.3K 5.5M BUNProfit +$122.6K+387%
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Fab #3Value $7.9K 12.2M FABProfit -$3.1K-23%
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Value $28 211.2K CAVEHORSEProfit —
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Value $26 0 QQQBProfit —
Value at the latest price. PnL is realized + unrealized on the current position, and % is of the amount invested in it. "—" means fomo has no entry price, so PnL can't be worked out.
On fomofeed
- Theses
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- Median PnL at post
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Chains
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