from OSF: yes $PONS is up in price but its daily revenue is also up 30% and still trades at a multiple below 2x when you think about it this way the price action makes sense… https://x.com/osf_rekt/status/2095659815963853139
Older theses
205 in fomofeed
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.
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
every pullback you think might give you entry is just going to be eaten by the over 1.2million in twaps currently unloading
3000x since initial buy could blame myself for taking so much P early on but that's how it goes in crypto We ride 1bn incoming
$PONS has made about 1m in revenue a day in the last few days One. Million. Almost 30% of supply has already been burned. Up to over 64K holders. The insane run continues https://stateofblocks.com/dashboards/pons-terminal/
you dont understand how fast the buy and burn multiplier is gonna rocket the price per token. They are taking in 13x more burn allocated rev then they are unloading. SO MUCH HIGHER
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
people dumping 100k clips into this listing announcement wrong play imo - this isn't a memecoin more akin to hyperliquid in tokenomics then we have ever seen
Pons added to Robinhood Assets. 5.5 coded. https://x.com/NewListingsFeed/status/2095142118398582850
$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.
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.
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.
Pons market share keeps rocketing up Tokens being launched on Pons keeps rocketing up If RH keeps exploding and adding users (and degens) ... PONS becomes one of the biggest beneficiaries. Stack while you can
pons being so deflationary that the price for token is 1.5x MC. at this rate a 200m MC will be like .4 per token. $10 per token at 1b?!
pons officially broke 100m MC yesterday. 2nd RH token to do so. Pons poised to capture the vast majority of launches on a chain going parabolic. deflationary tokenomics. doesn’t really get better than this
Much higher, rev still easily outpaces this MC. Zero doubt pons doesn't trade in mid 500s
Pons
$PONS Robinhood Chain pons
$0.677
+6.2% 24h
- Market cap
- $464.6M
- Liquidity
- $6.4M
- Volume 24h
- $70.3M
- Holders
- 98K
- fomo holders
- 30.7K
Top holders
Updated 3h ago30.7K fomo users hold $PONS · top 49 by value
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I still believe that in a few months time, we'll have tons of folks looking back at pons at this price saying "wtf was I doing fading this?… more
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Robinhood chain momentum is starting to accelerate again Robinhood Chain just overtook Hyperliquid in weekly app revenue you know the bes… more
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no thesis yet
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PONS fundamentals are great. Maintaining top launchpad spot on Robinhood Chain and is trading at 1.8x price-to-buybacks. PUMP trades at … more
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$PONS to $142 ✊ more
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Shit, owen is back from retirement and posted a thesis about pons. https://x.com/owen1v9/status/2100385562041397519 more
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gpons https://x.com/0xnobi/status/2096452646303399948?s=20 more
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Time for ATH. Pons in control more
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https://x.com/onchainlurkin/status/2076804581837693113?s more
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added to binance alpha: https://x.com/binancewallet/status/2095319553282822436 more
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Bottom. Running it back up more
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no thesis yet
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Pons=hype more
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no thesis yet
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Back to 750m pls more
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this had a monster 12h bear Div near the highs and rsi is reset back to the 50. maybe chops around from here down to 0.40 for a bit would… more
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If you are betting on RH eco continuing then you are betting that PONS will continue leading the pack. more
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let's win more
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weeeeeeeee more
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只有龙头值得重仓 more
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Time to liquidate loracle more
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我就问你们pons 行不行？ more
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no thesis yet
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no thesis yet
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1B next more
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no thesis yet
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no thesis yet
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we're on pace for a $2m rev day so in my head $1 is all but conquered the next big PT is $1.50 which roughly coincides w/ $1B MC, expecti… more
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Short-term pullbacks are a good thing. This means the official party can buy back and burn more tokens with the same fee revenue, building … more
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no thesis yet
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no thesis yet
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no thesis yet
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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… more
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adding more. pons is the way more
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出一些货，留好子弹准备对看好的标的重仓抄底 more
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no thesis yet
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My bet is on the peoples launchpad more
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no thesis yet
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no thesis yet
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dont get shaken out of this cycles hyperliquid more
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no thesis yet
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倒车接人了 more
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no thesis yet
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我能靠pons翻身吗 more
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no thesis yet
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no thesis yet
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https://x.com/theunipcs/status/2095210263246983596?s=46&t=kbRHsid0J93iyQ6edLXRZg more
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no thesis yet
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News has clarity not passing again. Derisking until we know what happens next. more
Fades on $PONS
all →No fades on this token yet.