@RealAlexBob
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Crypto degen | JPEG enjoyer | AI enthusiast
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Joined January 2014
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ANSEM ABOUT $PONS
Ansem called PONS an early example of the rotation
Not the market leader
Not a $PUMP clone
Just an example of where money goes after majors
Ansem posted this recently and people already turned it into PONS = next PUMP
Majors move first. Then onchain money looks for faster trades. That’s the rotation
Capital is already testing new launchpads and memes while BTC/SOL are still running
Mix those two ideas up and you’re buying the narrative, not the trade
$PONS LOSING LAUNCHPAD WAR?
No.
It’s losing the 24H print:
- $PUMP owns the 24h tape
- $STONK owns a few headline days
That’s the war CT watches
PONS is 2 months old and already printed:
> ~$147M fees
> ~$25M protocol revenue in 30 days
> 80% of the protocol cut buys and burns
> ~31% of supply is gone
> Pairs aren’t just ETH anymore
Pump has age. Stonk has the stock meme. PONS has the loop
PONS isn’t losing the war
It’s losing the board CT refreshes. Not the flywheel
$PONS REVENUE AT ALL TIME LOWS. WHAT'S NEXT?
收入掉了。产品没掉。发射台周期就是这样。
团队还在往下推：
PONS 已经不是单币故事：2 个币约 $65M，3 个约 $20M，55 个超过 $1M
回购销毁还在跑。供应已经烧掉约 31%。下一波买盘的钱已经在 splitter + escrow 里
V3 在路上：更深的 Uniswap V4 hooks，dev 更难砸盘，持币有奖励和分红
新的 V4 hook：存进池子 → 流动性贴着价格 → 吃点差 → 用基础资产结算
Vault：在现在的 V4 之上，给 PONS 池子再加一层收益。PONS 不再只是发射台，开始变成流动性层
实用配对 > 纯 meme：$ORBIO、$SHROOM、$BUN、$INDEX、$wsNET。新盘活在生态里，不只活在时间线上
HOOD Summit 还没定价。PONS 创始人预告了大更新。这是下一个催化剂
@MEADGod: The Chinese are going to start the bullrun on Robinhood
看你们的了，CN
收入在低位。产品在高位。
$PONS DID WHAT $PUMP COULDN'T
Sept 15: $PAID launches on pump[.]fun
Launch a meme. Point the fees at any X acc
↓
PAID hits ~$37M
↓
Nikita Bier replies: no opt out. Anyone could tag you, farm the name, and send you money you never agreed to take
Market read it as a hack, not a product
↓
$37M → $7.3M
Then PAID moved to PONS:
- @UsePaid: $1.44M already sent to X Money users
- $14M → $50M in a few hours
On Pons this is native. Fees claimed onchain
80% to the tagged account in dollars via X Money
20% buys and burns PAID
PONS already flipped PUMP on peak daily fees and sits on a hot RH Chain
PUMP gave the hype. PONS gave the infra
$PONS FOUNDER IS COOKING SOMETHING BIG
> New pairs keep listing: $ORBIO, $SHROOM, $INDEX, $BUN, $wsNET
> PONS V3 is announced
> Holder rewards confirmed
> @RobinhoodCrypto teased something for Stock Tokens
But the real alpha is the new V4 hook feature @MEADGod recently teased:
Deposit into the pool. The hook keeps liquidity around the price, rebalances on volatility, books the spread vs open market, and pays you in the base asset
Auto-arb on market noise. You passively earn tokenized stocks or tokens and cut creator dump pressure
Screens already showed ~398% APR on an NVDA position over ~61 hours
Hood Summit is the spotlight. The hook is the product
HOOD SUMMIT. $PONS PRIME
HOOD Summit is meant to keep retail attention on RH eco, with PONS as its leading meme launchpad
PONS revenue has stabilized at ~$200-$400k and the team is still shipping product upgrades:
- new trading pairs
- PONS V3
- holder rewards + trader incentives
Next catalyst:
@MEADGod will drop bullish updates at HOOD Summit late September
Bullish on what’s coming
Your thoughts?
$PONS UPDATE
$BUN is now pairing on PONS
BUN is the mascot of Mosh (UV Labs):
- Crowd-funds the bundle
- Locks ~70% in agent vaults
- AI MMs trade it onchain
- Bundlers don’t get a free dump
Simple flow:
raise → launch → lock inventory → keep the market live
UV Labs has been running this stack for ~3 years. Not a fresh meme shop: +750 agents, ~$400M in real volume
PONS didn’t just list BUN as a pair
Launch against BUN - the whole market runs in BUN:
- Buys in BUN
- Sells back to BUN
- LP sits against BUN
- Creator payouts are in BUN
BUN is infra: PONS as the launchpad, Mosh as the market-structure layer
$PONS ANNOUNCED NEW PAIRS
PONS keeps evolving the meta by changing what tokens launch against
$ORBIO and $SHROOM are already pair assets
Family tokens - volume stays inside the eco
Utility is next. Best pairs are tokens that already have a product:
> $DELTA: liquidity for PONS graduates, fees from the pools it runs
> $ZZZ: access to an autonomous AI protocols
> $BOW: credit layer for RH Chain
Win-win
A better pair → a clearer story → more conviction → bigger run
Fees go to the protocol, creators earn in the asset they’re trading against, and PONS is the flywheel: fee → buyback → burn
PONS supports its own graduates and stops being just a meme launchpad - it becomes part of the product
PODCAST WITH $PONS FOUNDER
@MEADGod on Galaxy Grid:
> PONS is only 2 months in. Main bet is retail, not "Solana 2.0"
> Creators don't get their own token. V4 hook swaps their cut into the pair's base asset on the spot. Less dev dump
> PONS wasn't even meant to be the platform token. They shipped a test, community made it the token
> Ozzy said PONS is doing ~87% of Pump[.]fun fees over the last 30 days. People follow runners. HL listed them with no outreach
> They overfed creators. PvP stays, liquidity doesn’t
Next:
- next version of PONS will focus on trader incentives
- holder rewards + dividends on top of meme stocks
- real unlock is inside the Robinhood app
Thesis:
RH Chain isn't just RWAs. Next meta is TradFi retail + meme stocks
That flow already hits Pons. Next move is making trenches less PvP and more PvE
$PONS FOUNDER @MEADGod MARKED THE START
Robinhood/PONS season is here
RH is becoming the leading L2 chain and PONS is the launchpad running it
The numbers (all time):
- $450M FDV
- $14.8B launchpad volume
- 857.6K launches
- 385.3K unique devs
- $29.5M revenue
- $125M creator earnings
- $205.6M average daily volume
Note: supply only goes down. 80% of protocol revenue is used to buy PONS and burn it
Remember: the real Robinhood expansion hasn't started yet
PONS is one of the reasons RH meta kicked off
$PONS V3 UPGRADE = THE CATALYST?
PONS already has two generations:
V1 was simple:
token launch → locked Uniswap V3 pool
V2 became the main flow:
buy on a bonding curve → graduate → locked Uniswap V4 pool
Now you can also launch with:
ETH / USDG / Stocks / RWAs / ETFs
V3 should extend V2:
> fees
> token issuance
> RWA pairs
> liquidity structure
> graduation rules
For PONS: stronger product → more fees → faster burn → higher valuation
V3 is the version that can reprice $PONS
$PONS REVENUE COMEBACK
Revenue volatility is over - prints bounced from the lows
Price followed - PONS pumped to ~$0.67 (~$460M FDV)
Fresh events:
> @RobinhoodCrypto posted that something's coming to stock tokens
> PONS V3 upgrade
> RH listing chatter heating up
Imo PONS looks ready to print a new ATH and run at 1B
Don't see another path for the main platform on this cycle’s leading chain
I'm PONS bullish
$PONS ON BYBIT. WHAT'S NEXT?
PONS is already listed on OKX, Binance Alpha, HL perps and most CEX spots
More listings → more liquidity → bullish
Still, I’d rather look at what happens inside the PONS eco
PONS turned utility tokens like $SHROOM, $ORBIO and $INDEX into base pairs for upcoming launches
They are no longer only projects deployed on PONS. They are becoming part of the liquidity layer
Upcoming top CEX listings are only a matter of time
New meta incoming. That’s the point
$PONS LAUNCHES RUN IN $INDEX
PONS didn’t just list INDEX as a pair
Launch against INDEX - the whole market runs in INDEX:
- Buys happen in INDEX
- Sells settle back into INDEX
- Liquidity sits against INDEX
- Creators get paid in INDEX
Creators can route fees into INDEX treasuries and buy stocks for holders
That’s the loop:
- @ponsdotfamily makes the markets and the volume
- @TheIndexFi turns that volume into stock rewards
Before, rewards mostly came from INDEX trading
Now every new PONS launch can feed that too
Meme launches and tokenized stocks got wired together
PONS makes the volume → INDEX converts it into rewards
$PONS 正在做新叙事：实用代币，不是纯 Meme
@ponsdotfamily 上已经毕业的头部项目：
$ORBIO：AI 市场。交易手续费会换成 OpenRouter 额度，持有人可以直接拿去跑模型。
$SHROOM：Robinhood 上代币化股票的流动性层。手续费用来回购并销毁代币。
$ZZZ：自主 AI 协议的通行证。持有人拿额度、投票，并和代理协作。
$DELTA：给 Pons 毕业项目做流动性，并从自己管理的池子里收手续费。
$BOW：Robinhood Chain 的信贷层。可以用代币化股票、RWA、加密资产和 Meme 抵押借 USDG。质押 BOW 能分协议收入、贷款更便宜，还能加收益。
这些不是先发 Meme、再假装有用的盘子。
是真产品：用 PONS 发币、做流动性、找第一批市场。
PONS 已经证明自己能把 Meme 打出去。
下一步是真实产品。
对了，听说亚洲这边也看好 RH 生态，尤其是 PONS。我也是。
我是 alexbob，平时写加密 degen，最近主更 RH meta。认识一下。
$PONS MASSIVE BUYBACKS ARE FAKE?
Holders Revenue = 1/3 Revenue → 80% buyback is scam
FUD ignores how the cash arrives
Fees are claimed manually via multisig, so cash sits idle. TWAP buys light until a mass claim hits - then they burn above 80%
DefiLlama looks choppy day to day. Over time it still tracks 80%
Team’s moving claims on-chain. Automation is next
Don't fade what you don't understand
$PONS BECOMES MORE THAN LAUNCHPAD
RH put tokenized stocks onchain. PONS turned that into a launchpad where the quote asset actually matters
Peak it was eating 60–80% of launch flow on the chain. Creators already got paid +$104M
V2 is the unlock
You can launch against:
- ETH
- USDG
- Stocks
- RWAs
- ETFs
Launch vs NVDA → pair is NVDA, fees hit in NVDA. After graduation, LP goes to the matching Uniswap V4 pool
That’s the edge. Anyone can copy a launch button. Paying creators in NVDA is harder to fake
Memes were V1. Next is launching against RH stocks
$PONS + $INDEX - STRONGEST BET ON RH
Pons can now launch tokens against custom assets, including RH stocks
New meta:
- AI meme vs an AI basket
- Chip meme vs semis
- Tech meme vs Mag 7
Blend listed the other side: Mag 7, AI, chips, stock + meme baskets
PONS creates the speculation
INDEX turns it into stock exposure
Launch fees go into PONS buybacks
Index fees buy stock tokens for holders
@MEADGod is already in @TheIndexFi threads hinting at a collab
PONS fees are slipping and need a catalyst
The timing with INDEX is too clean to ignore
INTERVIEW WITH $PONS FOUNDER
@MEADGod on MCG:
> $13.5B volume in 2 months. Ozzy puts the pace next to early SushiSwap and OpenAI
> After they whitelisted $DJT, the thin stock pair ripped $8 → $180. Now liquid pairs only, no weekend listings
> Ozzy was pissed Uniswap launched its own pad while Pons was already feeding them v3 volume. Settled it in DMs, moved to v4 hooks, got Hayden + Uniswap marketing support. Uniswap Labs bought PONS
> In Pons v2, hooks instantly swap creators’ cut into the pair’s base asset (stock, ETH, USDG) instead of their own token. Creators have already printed +$125M. ~31% of PONS already burned. Fees split 80/20 into buybacks
Next:
- New web app with invites
- iOS app
- token launches from iMessage + TG
- Pons v3 with custom LP hooks
Thesis:
Robinhood isn't just RWAs. Next meta is TradFi retail + ETH memes. Pons can run both
PONS isn't only riding its own narrative. It already sits on RH volume. Chain grows, flow hits Pons
INTERVIEW WITH $PONS FOUNDER
@MEADGod on MCG:
> $13.5B volume in 2 months. Ozzy puts the pace next to early SushiSwap and OpenAI
> After they whitelisted $DJT, the thin stock pair ripped $8 → $180. Now liquid pairs only, no weekend listings
> Ozzy was pissed Uniswap launched its own pad while Pons was already feeding them v3 volume. Settled it in DMs, moved to v4 hooks, got Hayden + Uniswap marketing support. Uniswap Labs bought PONS
> In Pons v2, hooks instantly swap creators’ cut into the pair’s base asset (stock, ETH, USDG) instead of their own token. Creators have already printed +$125M. ~31% of PONS already burned. Fees split 80/20 into buybacks
Next:
- New web app with invites
- iOS app
- token launches from iMessage + TG
- Pons v3 with custom LP hooks
Thesis:
Robinhood isn't just RWAs. Next meta is TradFi retail + ETH memes. Pons can run both
PONS isn't only riding its own narrative. It already sits on RH volume. Chain grows, flow hits Pons