Legs
997 posts

Legs
@LegsAllAlong
everyone said pons needed a runner but we knew it had $legs all along 0x0B164b26F9e4f1DE0952e56a459a5E1af1BA8467

$PONS World Order Pt. I: The Legs for Billions? Today’s @ponsdotfamily numbers: - $62M volume - 12,503 launches - The 1.66M trades In the 18 days since launch, it has done $1.54B volume, $164M highest single day, and while it has cooled we’re still 70% above its first week, and 23% burned supply So, we’ve hit escape velocity, and now establishing a base case, one which just so happens to support a far higher valuation Now let’s underwrite for v2 Annualized rev based on today’s (low) volume: $35.6M v2 at the same activity: $72.7M Even using a low-volume day, that would be $58M in buy backs. Higher than the current market cap At 2x today’s volume: - $141M ann. rev - $113M buy back capacity At 3x today’s volume: - $209M ann. rev - $168M buy back capacity This is far before any bull market predictions But can it sustain? Most are merely seeing a launchpad but each day we see their aim to to be the capital formation layer on @RobinhoodCrypto Memes are the wedge but they’re quickly expanding the rails. To a name a few: Creator markets Community markets Custom quote assets RWA-denominated markets Existing projects migrating into Pons liquidity It’s clear they’re the darling of RH and really all of crypto at the moment, with @Uniswap giving them the nod, and consistently being a top 20 app in the space Each day that passes will continue to validate the thesis, causing more people to buy, and the price will soon catch up to the valuation, then trade well above it While nothing is certain, I really like the chances of this becoming a 10 fig protocol token There are simply too many things to be bullish about but at its core: aligned incentives with their holders The market is simply wrong @ponsdotfamily world order


We liked retail before retail was cool

Hey guys, Yesterday, we decided to pause new launches on V2 after encountering sniping issues, which we have now patched and confirmed with auditors to ensure smooth sailing moving forward. While V2 was disabled, V1 launches were still live and have remained active. With V2 now being patched, we will relaunch shortly - but want to give some time for integration partners to properly implement our new contracts as it's a weekend. We will continue updating you guys as we gear up for the second deployment. I appreciate everyone’s patience - I know it's been stressful for the community. Post launch, expect me to engage with builders and teams to see where we can assist and hear them out for their feedback. We're also going to be launching our @PonsEcosystem account to engage with existing and future teams, projects, and tokens from the Pons Ecosystem. There are more ways to support builders, but more on that later. Pons Family, let's win


Welcome to Pons v2. Now live on Robinhood Chain.




In the first few weeks of agentic trading on Robinhood, over 50,000 customers have opened agentic trading accounts and are trading millions of dollars per day of equities and options. Writing and executing sophisticated strategies or optimizing your everyday spending no longer depends on your technical background, but on the quality of your ideas.


Most memorable part of earnings week so far: My car broke down on the 401 in Toronto so I had to walk along the side of the highway to my podcast with @Futurenvesting Despite my best efforts to hitchhike, nobody was brave enough to pick me up 🤣


















