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/
Thread
Details
- Posted upstream
- 2026-09-11 02:58:46 UTC
- First seen
- 2026-09-17 05:30:28 UTC via trade comments
- Chain
- Robinhood Chain (4663)
- Token address
- 0x39dbed3a2bd333467115de45665cc57f813c4571
- Author's older theses
- 20
Other theses on this trade
Shit, owen is back from retirement and posted a thesis about pons. https://x.com/owen1v9/status/2100385562041397519
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
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
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
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
$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
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
Pons added to Robinhood Assets. 5.5 coded. https://x.com/NewListingsFeed/status/2095142118398582850