dippuccino

@onchainbeliever people forget that it's possible to have a time horizon longer than 24 hours

Person who skipped cashcat at 3m missing the entire run to 200m victory lapping at 50m I would hate to have bought this coin!

Now that all the tourists have left because a bald man changed his pfp, we can resume our ascent to fair market value. $pons

@crypt_omar the people aren't bullish enough omar. they'll learn soon enough tho

Are you bullish enough yet? 🦄 $PONS

@evfiend concur sir. watching pons launches to see if the next runner spawns from there. tbd

bottom is in on vlads chain we will see another ridiculous runner soon (maybe cashcat again) either this weekend or next week imo brian got to 30M in a day, now vlads turn

@0xMerp clean whip mr merp

New daily driver

Robinhood chain has quickly become one of the top chains by volume, doing over $5.2B this week alone Pons has done over $162,000,000 in volume in less than 4 days, powered by @Uniswap

Poetic how both @vladtenev & @brian_armstrong have given onchain the spark it needed to reignite the trenches at the exact same time tradfi AI/memory stocks begin to roll over. This is the environment we used to long for. Don't let it go to waste. Lock tf in. "Your biggest risk is being underexposed to the industry you log into every day."

@ika_xbt @votesa I mean, their track record is only fumbles… why would this time be any different.

@votesa i think you have valid arguments but i don't think base has ever been is such a place where a competitor is threatening to take all their volume, builders and mindshare so fumbling this one would be nasty i could be totally wrong though

the $BRIAN story is the most instructive thing that happened on base this week. here's the full picture. the token launched on o1 exchange's B20 launchpad. same o1 whose airdrop i mapped onchain last month: 95%+ of 30m tokens went to fresh nonce-0 wallets in sorted batches of 100. that context matters for everything below. one more piece: CB ventures is an investor in o1. keep that in mind as you read on. then yesterday. brian changes his pfp to the token. jesse comments. base posts. baseapp posts. cobie posts. everyone in the base orbit touches it within hours. peak around $30M then straight down. why the fade? because nobody on the coinbase side actually held supply. before the pfp change the chart showed none of the usual insider accumulation pattern. supply stayed with early snipers. you don't run a sustained pump on a chart you don't own. all that attention converted into exit liquidity for whoever got in first. meanwhile robinhood's reaction was instant. vlad followed the @TheIndexFi account. speed that coinbase corporates simply don't have. now the date. i pulled o1's vesting contracts (pic below) three of them, 440M $O tokens locked total. the first unlock opens today, july 17, 07:00 utc, then monthly steps all the way to june 2030. exactly one month after o1 launched. so on the exact day the first unlock opens, the token from o1's launchpad gets pumped by the entire base leadership. maybe coincidence. maybe someone needed a headline while bags got lighter. i'm not claiming intent, i'm reading a calendar. receipts attached. my base case: base distances itself from $BRIAN entirely within days. because pumping supply you never accumulated makes no sense as a strategy, but makes perfect sense as a mistake. bought yesterday at $12M, sold everything at 2x. could it still pump from here? sure. but just remember $jesse. and remember how cheap coinbase always plays it. robinhood's answers will keep coming instantly. think for yourself.

@DigiratiGotti gotta risk it for the biscit mr gotti

@dippuccini I took a leap of faith. Dca in. Looks scary but I like taking risks to be early

Like I said, If you could buy $pump except without the team + investor token unlocks and at a much lower valuation, would you? I know how this story goes. $pons is early af

@AvgJoesCrypto @ponsdotfamily holy shit not the rare mr avgjoesgripto thesis confluence

Took a position in @ponsdotfamily ( $PONS ) as I believe it's trading at a significant discount at these levels. In just 4 days of being live, PONS has accrued $190K in protocol revenue. AFAIK, all protocol revenue is used for token buybacks, resulting in 18.35% of the supply being burned. At $3M FDV, PONS is trading at roughly 0.17x buybacks annualized. As a comparison, solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn trades at roughly 9.7x buybacks annualized ($1.4B FDV / $142.2M buybacks). At current prices, protocol revenue would need to fall *98%* for PONS to just match PUMP's price-buyback ratio. Furthermore, that would equate to ~$1K in daily protocol revenue, which seems easily attainable given that PONS is currently operating at 47.5x that ($47,500). TL;DR: PONS is probably the cheapest crypto token out there.

@ponstar__rh @ponsdotfamily imajin the smell

@dippuccini @ponsdotfamily imagine

ok now just need Vlad to follow @ponsdotfamily kthx

@GAME_WITH_BAT @ponsdotfamily @vladtenev round up the troops @vladtenev

@dippuccini @ponsdotfamily @vladtenev

@darthjxder @ponsdotfamily inshallah

@dippuccini @ponsdotfamily That’s what I’m praying for

@0iPoetry @ponsdotfamily i'm not

@dippuccini @ponsdotfamily Don’t even joke lad

@RugDalio just a lil dipperino before the senderino

@dippuccini dippuccino knows

If you could buy $pump except without the team + investor token unlocks and at a much lower valuation, would you? Well, you can. Right now. On Robinhood. $pons

mfers will look at this chart and think "ya ima sell the first 75% drawdown" after a parabolic run in price and market share in just 2 days to chase the latest fnf crime coin. this will be hilarious to look at in a week. there is no second best. it's a $pons world