Investor | KOL | Shitcoiner | Quality on-chain research and market insights. Ape safer and smarter with DeFi Chads. DM for inquiries ✉️
Joined August 2021
- Tweets1.4K
- Following618
- Followers10.5K
- Likes1.4K
DeFi Chads retweeted
🔔 Pons (PONS) and FLORK (FLORK) were added to Binance Alpha on September 2, 2026.
Pons is available on Binance Alpha 1.0 only.
Users can now trade both tokens on Binance Alpha as set out above using market and limit orders.
DeFi Chads retweeted
Don't be alarmed if you see $PONS launch volumes drop today. Looks like the team turned off v1 for new launches last night. While the front end only anyway only showed v2, about 50% of launches in recent days came through v1 (via direct contract address).
Forcing everyone down v2 makes a lot of sense given the anti snipe set up and pons accrues double the fees.
So a generally bullish move for fees but you may see depressed launch volumes initially as that largely bot driven v1 flow has been turned off.
DeFi Chads retweeted
~$190k for Aug 10 $PONS rev actually, as the V1 token leg (+16K) folded in after that screenshot was taken
V1 -> $128,804.79
ETH leg: $112,734.81
Token leg: $16,069.98
V2 -> $60,759.63
ETH leg: $57,387.22
Token leg: $3,372.41
Total $189.6k
I had to recalc to check the numbers myself as Adam's showed ~$150k, llama showed $145k, but so far looks like my numbers are holding up
.@ponsdotfamily just had its 4th highest revenue day ever yet $PONS is down over the last 24 hours.
Things that make you go hmm… 🤔
DeFi Chads retweeted
Pons has basically survived Uniswap, Bonk, Cashcat, Sushiswap, and Rialto (a Robinhood partner) all launching or announcing launchpads on Robinhood Chain
and still consistently maintains >50% market share
i also have a very strong feeling $PONS is the next Robinhood listing after $CASHCAT
idk about you, but being underexposed here doesn't sound like a great idea
call me a mid-curved tradfi boomer but at a $25m mkt cap with 26.5% of the supply already burnt in less than a month, $PONS is incredibly mispriced.
the reason for the “discount” is fears of longevity and competitive threat, but we’ve seen Pons maintain the highest mkt share of fees (60-70%) despite launchpads from uniswap, sushi swap, bonk etc and i have reason to think why that should change
people were initially worried if robinhood chain would do well/survive but there are very clear growth trends and it’s evident that CT’s opinion on the ecosystem has drastically improved in the past couple of weeks
80% of the protocol revenue goes to buying and burning the token and u may say that “buybacks don’t work” but that seems to be the opinion of people who make a living out of trading memecoins and hence assessing things primarily on a qualitative and subjective basis…people ignore the fact that there is capital that exists (individual and institutional) where people want to see cash flows and calculate multiples…if you are a fund you have to explain your positions to your LPs (especially if they blow up) and this is why things like hyperliquid and pumpfun have a big institutional cohort of investors
there are still threats to pons like if pumpfun enter rh, if rh dies etc…but if these revenues persist for another month (let alone the possibility of growing) i believe you will see a massive repricing higher in $PONS
for me it’s as simple as keeping track of protocol revenue, and short-term narratives to me are less important. my style of trading has never been to join a crowd “just cos everyone is”, by definition to gain alpha you need to look at things that are mispriced that everyone else fades.
invalidation for me would be a significant prolonged drop in protocol revenue, but while these numbers persist..and grow…i don’t think there’s anything else in the RH ecosystem that is close to matching how mispriced this is.
DeFi Chads retweeted
call me a mid-curved tradfi boomer but at a $25m mkt cap with 26.5% of the supply already burnt in less than a month, $PONS is incredibly mispriced.
the reason for the “discount” is fears of longevity and competitive threat, but we’ve seen Pons maintain the highest mkt share of fees (60-70%) despite launchpads from uniswap, sushi swap, bonk etc and i have reason to think why that should change
people were initially worried if robinhood chain would do well/survive but there are very clear growth trends and it’s evident that CT’s opinion on the ecosystem has drastically improved in the past couple of weeks
80% of the protocol revenue goes to buying and burning the token and u may say that “buybacks don’t work” but that seems to be the opinion of people who make a living out of trading memecoins and hence assessing things primarily on a qualitative and subjective basis…people ignore the fact that there is capital that exists (individual and institutional) where people want to see cash flows and calculate multiples…if you are a fund you have to explain your positions to your LPs (especially if they blow up) and this is why things like hyperliquid and pumpfun have a big institutional cohort of investors
there are still threats to pons like if pumpfun enter rh, if rh dies etc…but if these revenues persist for another month (let alone the possibility of growing) i believe you will see a massive repricing higher in $PONS
for me it’s as simple as keeping track of protocol revenue, and short-term narratives to me are less important. my style of trading has never been to join a crowd “just cos everyone is”, by definition to gain alpha you need to look at things that are mispriced that everyone else fades.
invalidation for me would be a significant prolonged drop in protocol revenue, but while these numbers persist..and grow…i don’t think there’s anything else in the RH ecosystem that is close to matching how mispriced this is.
DeFi Chads retweeted
Introducing Launches, a new tab in the Uniswap Web App that aggregates your favorite Uniswap launchpads
Discover tokens from platforms like Bankr, Pons, Long, and more, without ever switching tabs
Available in Beta on Robinhood Chain, with more coming soon
DeFi Chads retweeted
Pons v2 is launching very shortly, and will give massive improvements to the $PONS tokenomics (which are already best in class).
In a recent podcast with fomo, @MEADGod (Pons founder) mentioned that I pushed him to use Uni v4 in Pons v2 - while the v2 overhaul is going to unlock hugely positive network effects within the Pons ecosystem, it's not even close to the extent of innovation possible with Uni v4 that Ozzy is planning.
He told me that he is already working on Pons v3. v1 launched 2 weeks ago and v2 just finished audits.
Today's earnings call from Robinhood made the direction things are going onchain extremely clear.
It's time to take a chance and believe in something.
DeFi Chads retweeted
Ozzy says in the stream below that he wants $PONS to become a 1bn valuation protocol.
How can we get there?
- Current market cap is $33m
- Last 7 days fees are are $1.1m, of which 80% so c.900K flows to buy backs.
- So currently the coin trades a 0.6x annualised buy backs
Path to 1bn
1) v2 is dropping imminently and is expected to mechanically 2x or more fees. So that's $1.8m buy backs per week.
2) The current 0.6x multiple is low because the protocol is so new. Traders are assuming that current fee levels will not prove durable. This is the key point. Every week that goes by with fees at or above this level, the multiple should gradually drift up as the platform proves fees can be sustained at these levels.
3) Pump's equivalent multiple has traded between 3 and 6 in recent times. In a bear market. But clearly Pump at the moment is a more proven protocol and so Pons should trade at a discount.
4) But if $PONS fees are durable - and I think the market is under pricing that outcome given the speed at which the team are innovating, then we could easily get to 15x the current market cap (2x the fees from v2 and a 7.5x multiple rerating over time from 0.6x to 4.5x).
Which would put $PONS at a c.500m market cap.
But note this is all in a bear market on a nascent chain. Seems completely possible that volumes and fees could double or more from current levels if the market picks up. A 2x in launchpad volumes from bear to bull seems conservative if anything.
So to recap, the path to 1bn is:
1) 2x fees from v2 dropping this week. This should be mechanical.
2) Multiple rerate from 0.6x to 4.5x over the next 6 months as $PONS proves it has staying power
3) 2x in fees when the bull market eventually comes back
That results in a 1bn $PONS valuation. Clearly needs the stars to align and the team to continue knocking it out of the park, but none of those assumptions seem aggressive on the face of it.
The key point is really - can the $PONS fees prove durable enough that the multiple rerates towards Pump's? Which is really a bet of the PONS team and on Robinhood chain. Neither of which seem like teams you'd want to fade.
So imo, $PONS to 1bn is completely possible if the team keeps executing and fees prove sticky.
LIVE NOW: in the trenches with @MEADgod | Talking all things trading and @ponsdotfamily xitter.cf/i/broadcasts/1XxyggjPm…
DeFi Chads retweeted
it's always funny watching people overreact and irrationally panic dump high-conviction plays
yesterday, many panic sold their $PONS tokens because a Robinhood partner launched a new launchpad
so how did the day end for Pons?
1. 18,707 tokens were launched on Pons yesterday
that's 56.71% more tokens than the day before and 67.63% more than two days earlier
that's also a 6-day high for new tokens launched on Pons
2. Pons ended the day with $101.4 million of the total $138.2 million in launchpad volume across Robinhood chain
that's 73.4% of all launchpad volume on Robinhood chain
for context:
• there are about 59 launchpads on Robinhood chain, yet Pons still did nearly 3x more volume than the other 58 launchpads combined yesterday, even after this new launchpad went live
• just one week ago, Pons had a 53% market share. over the past week, it has averaged a 62.5% market share
3. Pons ended the day with $162.5k in revenue
• this is more or less in line with what it has been generating over the past week
• it's even more impressive considering yesterday was a weak day for both BTC and equities, while Robinhood chain activity also cooled somewhat
4. Pons burned 4.29 million tokens over the last 24 hours
• that's above the 7-day average of 3,353,716 tokens per day
• there's still roughly $350k sitting in the buyback wallet, and it's being replenished very quickly through new fees
5. Pons v2 should turbocharge the Pons narrative
• v2 has the potential to increase Pons' market share and strengthen its dominance by allowing tokens to be paired with stocks, stablecoins, and a variety of other assets
• v2 should also maximize revenue for Pons and could potentially double revenue, all else being equal
• that could mean up to 2x more burns even if activity on the platform remains the same, which is remarkable considering Pons has already burned 22% of its token supply in just two weeks
• this is happening while $PONS trades at a 0.626x revenue multiple versus 2.4x for $PUMP, 5.57x for $AERO, 11.8x for $LDO, 22x for $HYPE, and 36.9x for $UNI
• in other words, $PONS is already significantly undervalued relative to other revenue-generating protocols, and v2 looks poised to make that valuation gap even wider
TLDR:
1. there is clearly room for several launchpads to thrive on Robinhood chain
2. every objective metric shows that Pons remains the clear leader and has so far been completely unfazed by the launch of a new competitor
3. if anything, Pons' fundamentals have only improved
and they're about to be turbocharged with the launch of v2 later this week
panic sellers will buy back higher
DeFi Chads retweeted
$PONS buybacks are about to TRIPLE.
That’s my central estimate once V2 goes live this week.
Here's the working:
DeFi Chads retweeted
Going to roll out V2 docs tomorrow - if you haven’t joined the builders chat, I highly suggest doing so. Fellow builders probably have a link somewhere. 🤝
DeFi Chads retweeted
I think $Pons is a cycle winner
And right now, Pons has dipped 50% because of rotations and short-lived fud.
- RWA on different launchpads
- Bonk Launch of Circus
- Noxa fake comeback
- Attacks on the site
- PF coins going up
But zooming out, those things have already been resolved:
- RWA coming in v2
- Circus is not a real competitor
- Noxa was fake fud, but exacerbated the dip
- Ozzy handling the attacks and showing competence
- PF coins will always fluctuate
So, looking past the recent fud, I see a lot to be bullish on.
For starters, I believe people are completely misreading how valuable the #1 launchpad on RH is worth with the amount of money ETH whales have to contribute.
The @ponsdotfamily community is extremely aligned which I feel is not priced in.
This dip is great because it is allowing for a lot of great people to enter and increase their positions.
Pons has not done any buy backs in over 15 hours and now has over 300 $ETH ($550k) available to use.
@MEADGod published v2 titled "Communitymaxxing" that's packed with great updates:
- CTOs
- RWA Pairs
- Reflection tokens
- Exclusively non-token asset (no more devs dumping)
Having Ozzy lead this charge is incredible, as he has shown to ship extremely fast, understands the trenches, and knows how to communicate.
IMO, $Pons is positioned to be a cycle winner
DeFi Chads retweeted
there are different kinds of investors:
-those who are very early, and are comfortable with very high risk ($pons $500k mc / $0.0005)
-those who need to see growth ($pons $35m mc / $0.035) [we're here now imo]
-those who have lower risk tolerance but still wanna be early ($pons $250m mc / $0.25)
-those who want a fair price on a good product with future growth potential ($pons $1.75b mc / $1.75)
any token needs all of these, and only you know what phase you feel most comfortable in. and to be clear, these are my *personal views* - you need to make up your own - don't blame me, or thank me, no matter what the outcome is!
the reality is that many of the super early plays don't work out at all, and go to 0 - you have to be able to swallow that, and move on to the next, without it bothering you too much. if you can't, then maybe wait til you have conviction or the market starts to prove to you that the project is "real" - which is where @ponsdotfamily is now, for me, and is why I topped up and bought a little more today.
I am obviously comfortable with higher risk plays than most, which is why I invested very early and posted many tokens before they went crazy ($cake from $.20 to $42, $bonk from $20m mc to $5.5b+, $btc $9 to $65k, $beefy $3 to $3500, and many others)
but some don't have the stomach (or ability/allowance) to do such high risk, and that's ok! we shouldn't shame those folks. let people invest where they feel most comfortable. <3
DeFi Chads retweeted
Another $40K in protocol revenue in just under 24 hours…
$PONS
Took a position in @ponsdotfamily ( $PONS ) as I believe it's trading at a significant discount at these levels.
In just 4 days of being live, PONS has accrued $190K in protocol revenue. AFAIK, all protocol revenue is used for token buybacks, resulting in 18.35% of the supply being burned. At $3M FDV, PONS is trading at roughly 0.17x buybacks annualized.
As a comparison, solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn trades at roughly 9.7x buybacks annualized ($1.4B FDV / $142.2M buybacks).
At current prices, protocol revenue would need to fall *98%* for PONS to just match PUMP's price-buyback ratio. Furthermore, that would equate to ~$1K in daily protocol revenue, which seems easily attainable given that PONS is currently operating at 47.5x that ($47,500).
TL;DR: PONS is probably the cheapest crypto token out there.
DeFi Chads retweeted
Pons has been live for 4 days now, and we are nearly ready to level up our launches.
Our next feature releases intend to
- allow formal appeals to CTO tokens and claim rewards
- allow token creators to enable buy backs and burns
- allow token creators to transfer fees to holders in the form of dividends
It is clear Robinhood is a chain purpose-built for speculating on all assets, with a special focus on RWAs and memes.
We intend to pioneer new ways of trading onchain, while staying true to the degen spirit Robinhood chain has reignited within crypto