Much higher, rev still easily outpaces this MC. Zero doubt pons doesn't trade in mid 500s
Thread
- Posted
- 2026-08-26 04:37 UTC
- First seen
- 18h ago via trade comments
- Chain
- Robinhood Chain
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- 4
Other theses on this trade
If you are betting on RH eco continuing then you are betting that PONS will continue leading the pack.
31% of the PONS total supply has been burned https://x.com/ponsdotfamily/status/2099574473229819940?s=20 SUPPLY CRUNCH
I keep telling you guys that sidelines money is looking to get in. Every dip gets bought up and restructured to new holders. Couple that with burns, and you get a huge supply crunch.
Love these dumps, a lot of continual distribution from large holders to new holders. Dips will be less violent, as PONS continues on its road to a bil.
VIOLENT REPRICING when people find out the true MC of pons, and realize just how undervalued it actually is to its competitors that it dominates. 10x from here.
PONS fees continue to hit ATHs. which means supply will be bought and burned and we will see a supply crunch. Next squeeze up coming very soon
$PONS buyback engine now holds 407 ETH (~$1.01M). At the current market cap, that equates to another 0.37% of total supply being removed. 29.12% of supply has already been burned. At this pace, total burned supply should reach 30% by the end of the week. On current numbers, $PONS remains on track to burn 1% of total supply every week.
PONS continues to outperform and the only competitors are 4.meme, flaps and pumpfun on their respective chains. Look at their values, and realize how undervalued PONS is stil. RH is here to stay, and PONS will be the gateway for retail to come into the ecosystem.
read my earlier thesis around the buy backs and also the revenue pons has created. there is zero doubt pons trades higher. its the only place in RH to actually consistently deploy. letscash is a dud. no one cares about pools. the only competitor is other launchpads on different chains like pumpfun and 4.meme.
feels good. wish I bought more on fomo for the clout. but glad to just be riding here with the homies
only a matter of time RH comes back and PONS leads the pack in listing. buy backs and burns are about to happen and 1% of the supply is going to be cut.