David
10.6K posts


@LarpVonTrier If anything runs hard in this space, it’s usually because people connect with the narrative early.
Pokémon nostalgia + playable community game is the angle $PLAKORO is building on.

English
David retweetet
David retweetet

What a joy for this product after such a long time..
The product seems very solid and with an insane value proposition.
But I still wonder how it can sustain an asset like $XPL, and how to exponentially grow the ARR and MRR of this product given that there are practically no fees.
Where should the team generate revenue from? From partnerships? Is there a clear business model that an investor can read to better understand how it is sustainable in the long term?
Because even if they managed to do $10M in volume from their neobank, it still won't be enough to sustain the asset, the proposal to lock 100k XPL is original, but locking doesn't mean generating revenue, it's simply delaying the inevitable.
Plasma@Plasma
Plasma One is live now. Join in the next 7 days and get the Core tier free for your first year. Over $1,000 in value, reserved for early users.
English

Here is what I see with $PONK
This is one of the most overlooked categories in DeFi heading into 2026 imo
$PONK is autonomous liquidity management for the coins you actually want to support
Solana owns concentrated liquidity, with Meteora and Orca processing 9 to 10 figs in volume daily, but LPs still babysit positions manually
Bin drift, tick drift, stale ranges, missed rebalances quietly eat returns every day and your average trader does not have a clue
Ponk fixes that by optimizing the efficiency in your trading - pick the coin, pick the DEX, define the strategy, deploy the agent
Every action must clear a default-deny risk gate before any signature is requested, in addition too mainnet simulation pre-flight on every action and Idempotent execution means no double spends on retry
Moreover, slippage caps, compute budget caps, rate limits, program allowlists, simulation requirement - no action fires if any check fails.
This is actually hedge fund execution infra dressed as a consumer LP product lol
Underneath all of it sits Ponk Clouds
This is their own bin-based DLMM with zero protocol fees to LPs, native to the agent runtime, and no third-party risk
It's already live and trading right now
Most LP automation projects this cycle were UI wrappers around someone else's protocol honestly but Ponk actually is building towards and owns the entire stack: adapters, execution layer, risk engine, oracle integration, and the underlying DLMM itself
That vertical integration is what makes the agent thesis actually work here
LPs are the highest-value users in DeFi and nobody has automated their workflow end to end until now
This is ridiculously early imo, looking at the solana token mcap to protocol value ratio
200k right now
I bought.
88btj3bmYgR28AqRkc7zPPr7ivb366jrXGkHKA5jpump
Ponk@ponkexchange
Ponk lets you create liquidity agents around the coins you want to support, then route them through Meteora DLMM, Orca Whirlpools, or Ponk Clouds. Set the environment, define the strategy, and let your agent monitor the position instead of babysitting liquidity manually. Get started at ↓ ponk.exchange/agents
English

Less than a month until the @MetaWin $4M airdrop goes out.
And I just watched somebody else turn $120 into $190k…
Everyone who deposits on metawin.com gets part of the airdrop.
I’ll give one of you $250 so you can go play, comment your address.
I’ve been depositing some spare shekels here & there just to farm the drop.
No harm in trying your luck if you can afford it. The upside is massive.
English

“this will be the future of our industry” son im crine 😭🥀

Plasma@Plasma
Plasma One is live now. Join in the next 7 days and get the Core tier free for your first year. Over $1,000 in value, reserved for early users.
English

@eschatail is literally cooking the next Multi Million Tech Runner.
eschatail@eschatail
this is a desktop companion, it will be something that will be on your desktop, ready to be called by you and then assist you...
English

I will dump this useless farm scam on every pump, I didn’t call it once because it holds 0 value. But this kid loves instigating and dragging my name through the dirt.
Useless token which has a hell of a one sided LP farm going on.
0 volume 0 objectives and isn’t even the real ethereum:0x4d224452801aced8b2f0aebe155379bb5d594381 token.
They wasted your time throughout the cycle and unfortunately you are buying a sub 100k token which hit 180k max.
Maybe I’ll get a meal for thanks giving next? That’s perhaps the utility,

English











