jfc just looked at the last 24H on $PONS and it's a new record for everything
24H revenue: $391k (new high)
24H mkt share: 86% (new high)
7D mkt share: 76% (new high)
revenue momentum: +210% (new high)
not only that, but despite the price increasing, the revenue/MC multiple has actually DECLINED from around 2.3x to 1.5x in the last few days -> this means that its revenues are outpacing its price increase
as previously mentioned i took profits on some this week but it looks like they are going to be very bad sales at this rate
if we have another day like this, it's going to reprice to $200M+ mkt cap extremely quickly IMO.
The greatest irony of this cycle will be boomers outperforming cryptards over the past year with equities, just for cryptards to sell the bottom of crypto to enter the top of equities, while the boomers sell them the top of equities to enter crypto at the bottom, outperforming them twice in a single cycle.
Pluz retweeted
a lot of Robinhood chain eco plays are down massively from their recent highs
this is where the biggest opportunities often emerge
the easiest money many will make this year could come from buying the dips on the strongest tokens
Robinhood chain is far from done
the next leg up will be aggressive
Pluz retweeted
Uniswap launching a launchpad on Robinhood Chain may be the most bullish thing that has ever happened to $PONS
because it just killed the biggest bear case against Pons
$PONS currently trades at just a 0.83x revenue multiple
compare that to:
• 2.7x for $PUMP
• 8.2x for $RAY
• 10.3x for $AERO
• 28.8x for $UNI
• 31.5x for $HYPE
so why is $PONS valued so cheaply?
i believe a major reason was fear that a bigger, better-funded competitor could enter Robinhood Chain and eventually displace Pons
then the biggest possible competitor showed up
Uniswap
the world's largest DEX and one of the largest DeFi projects in crypto launched a highly anticipated launchpad to compete directly with Pons
and what happened?
$PONS barely budged
more importantly, its fundamentals actually improved after Uniswap entered
read that again
the market was afraid a major competitor could come in and kill Pons
the biggest competitor imaginable came in
and Pons got stronger
that is an incredibly powerful validation of the thesis
if Uniswap couldn't displace Pons' lead, the argument that Pons is merely a temporary first mover becomes much harder to defend
instead, the market now has evidence that Pons may have established a durable moat at the center of the Robinhood Chain launchpad ecosystem
and yet $PONS is still trading at just 0.83x revenue
that disconnect is what makes this so interesting
the biggest competitive threat has arrived
Pons survived
Pons strengthened
and the valuation barely reflects it
if the market starts valuing $PONS based on the durability of its position rather than the fear that someone might eventually replace it...
the repricing could be violent
i think new ATHs are only the beginning
$PONS literally went from ~$100k market cap to $65m in TWO WEEKS
over 650x in a bear market
a correction was inevitable
but the worst seems to be over now
meanwhile, $PONS has survived behemoths entering the Robinhood launchpad market:
- Uniswap — top 35 crypto and, by far, the #1 DEX in the world
- Cashcat — the biggest/most recognized Robinhood chain project
- Bonk — one of the strongest and most proven memecoin brands in the world (also a project i deeply love, obviously!)
- Rialto — one of the official Robinhood partners that launched the chain
- Sushiswap — one of the most recognized DeFi brands
and Pons is STILL dominating the chain with over 50% market share
fees have remained consistent and are likely to trend higher with v2 now live
it has also burned over 26% of its supply barely 3 weeks after launch
$PONS has pretty much survived the worst competition you could possibly imagine on THE chain of the new cycle
all while its fundamentals have only gotten stronger
and this isn't even accounting for the cult community it now has on Robinhood chain
yet everyone keeps asking:
'what if it doesn't last?'
but it has already survived Uniswap coming for its piece of the pie
how much worse can it realistically get?
max pain is having little to no exposure here IMO
Pluz retweeted
hacker dumping 280m into xmr instead of zcash should tell you everything you need to know about what the real privacy coin is.
Newsy Johnson
how to become successful in this space
1. book profits frequently, walk away with cash
2. liquidity is the king, don't lose it
3. network with good, successful people
4. take calculated risks
5. avoid revenge trading
6. losing money in a row? take a break
7. show up everyday, you will be rewarded one day
8. if your gut says something, respect it
9. be your own master, don't follow anyone blindly
Pluz retweeted
Oct 2020
- ETH tested top of 2 yr range.
- Business cycle inflected
- Global risk index turned positive
Oct 2025
- ETH tested top of 2 yr range.
- Business cycle inflected
- Global risk index turned positive
Pluz retweeted
I’ve put together this list of any personal or project prediction markets related profiles I know of.
It surely includes some alpha giver small account or the next 10x mcap protocol…
…if you believe in prediction markets overtaking legacy media.
xitter.cf/i/lists/19372077962708…
Pluz retweeted
Follow everyone for content. Follow yourself only when it comes to investing
Borrowed conviction never works
Pluz retweeted
Firefox is gone.
What should you use instead?
Daily driver:
Brave
Zen
Temporary/Disposable:
Mullvad
Zen
Pluz retweeted
95% of crypto traders LOSE money because they don't know where to find reliable data.
Want to beat the market instead of getting rekt?
The difference between my wins and losses? DATA.
Your complete list:🧵👇
Pluz retweeted
10 years ago industry was dust
7 years ago "criminals and drug dealers"
4 years ago " unsustainable bubble"
2 years ago "a scam"
today we had leader of the most influential country host a crypto summit
regardless of short term volatility - we know where this space is going
Pluz retweeted
If I start with $0 as a newbie to make my first $1,000, I will do the following:
➢ Become a community member. Dive deep into the community.
➢ Try to get friendship with big players
➢ Focus on a single network with conviction
➢ Grind 24/7 in the same ecosystem
👉 It worked for me very well
➢ In last bull market, I was a community member in Wax Blockchain. Literally everyone on Wax network know my name
➢ Most of my friends on Wax network are millionaire whales, they know me because I used to play minecraft with them 😂 thanks to a game on Wax network
➢ Wax is my Full focus. Attended all pack sales & claimed all free NFTs & flipped them
➢ 24/7 Full time Wax NFT thoughts😂
👉 It may sounds tough, but it's pretty easy.
👉 If you are reading this you gonna make it my bro.






























