Theses
126 in fomofeed这对于ROBINHOOD来说,接下来会是估值多重螺旋上升的时刻。 一是短期看,币圈走牛市,营收占比要上升几倍。 二是长期看,股票上链这件事会在RH链上爆炸式发展,RB的营收增长会大大超出人们的预料,此前RH链上仅MEME活动就带来一条链几亿美元营收,未来币股爆发,一年光链就几十亿美元营收 ,还有本身USDG的收益…… 属于 @vladtenev 的时代到了,很让人嫉妒的是,这个人敢打敢冲又帅,是金融领域的杰克船长。 然,眼下我认为最利好,最直接的是 $PONS——这会是未来币圈最活跃的链上的可炒作的第一大赌场平台币,且自带螺旋机制,我很好奇大牛市会到多少,超过PUMP好像不是什么值得庆祝的事?
Shit, owen is back from retirement and posted a thesis about pons. https://x.com/owen1v9/status/2100385562041397519
Only a matter of WHEN not IF we see higher. Once BTC & ETH are steady again, we'll see new ATHs
The hardest part is over. After the expected rate hike lands, the big one is coming. 最难的时候已经过去了 加息预期落地后 大的要来了
The largest buyer of an asset should naturally be the project team itself, not retail investors. 一个资产的最大购买者本来就该是项目方自己而不是散户
31% of the PONS total supply has been burned https://x.com/ponsdotfamily/status/2099574473229819940?s=20 SUPPLY CRUNCH
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
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
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.
$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
Pons
$PONS Robinhood Chain pons
- Market cap
- $449.5M
- Liquidity
- $7.7M
- Volume 24h
- $73.1M
- Holders
- 97.4K
- fomo holders
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