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@LegsAllAlong

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

here the whole time Katılım Temmuz 2026
28 Takip Edilen152 Takipçiler
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Legs
Legs@LegsAllAlong·
everyone said pons needed a runner but we knew it had $legs all along
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RugDalio✨
RugDalio✨@RugDalio·
$PONS World Order Pt. II: It's Already Beginning *IMPORTANT*: Pons doesn’t need volume to double. At the same volume, v2 doubles revenue However, less than 48 hours we've seen price plummet Which begs the question: how are billions already beginning? The central argument has only gotten stronger: aligned incentives It wasn't a launchpad on a hot new chain I was interested in It was the fact @MEADGod was actually aligning with holders properly. Something no launchpad had done at that point nor since that time Both Ozzy & the @ponsdotfamily have only exemplified their commitment to that via not only consistent 80% revenue buybacks but by pausing launches (v2) which don't go exactly as planned And we're nearing 24% supply burn I've spent enough time on the economics, so simply put: $PONS is aggressively underpriced Instead, let's quickly run through other ways @ponsdotfamily has strengthened: v2 Launch Pause: first it was "sell the news", quickly followed by a pause due to sniping issues, which led to an even bigger selloff Pancians have been worried about "competition" for the past couple weeks, though this would've been the opportune time for them to gobble up Pons' marketshare. It didn't happen @uniswap have partnered with Pons to lead their new launchpad aggregator, which lowers distribution burden considerably, allowing more focus on economics, etc. With v2, even at the same volume, revenue will double Simply put: this doubles the buyback power This very well could be the kingmaker trade, not for VCs, but for crypto natives who are supporting a new protocol on the hottest chain: @RobinhoodCrypto It started with aligned incentives, it will be align incentives which enable billions The better path forward for crypto protocols is just that: aligning incentives Which means the burden doesn't rest on @MEADGod alone It's a @ponsdotfamily world order and it's only just beginning $PONS got legs cc: @vladtenev
RugDalio✨@RugDalio

$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

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Ozzy 🇺🇸
Ozzy 🇺🇸@MEADGod·
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
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Legs
Legs@LegsAllAlong·
study @vladtenev didn’t merely sprout legs overnight
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Robinhood
Robinhood@RobinhoodApp·
We liked retail before retail was cool
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Legs
Legs@LegsAllAlong·
@coinesper ppl forget pons got legs
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Coinesper
Coinesper@coinesper·
The bottom is in. Bidding $PONS and $BROW for the win. Time to find the next billion dollar runners on Robinhood chain.
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Pons
Pons@ponsdotfamily·
Welcome to Pons v2. Now live on Robinhood Chain.
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Legs retweetledi
Legs
Legs@LegsAllAlong·
quite possibly the most bullish news about @RobinhoodCrypto to date @vladtenev's earning call certainly said otherwise
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Legs
Legs@LegsAllAlong·
@frankdegods difference is, $PONS got $LEGS
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