Ponstrategy.xyz

Our thesis on @ponsdotfamily and why we decided to build a strategy machine to accumulate $PONS. $PONS is the most undervalued cashflow in crypto Every cycle, the highest-margin business in crypto is the same one: the launchpad. Not the L1, not the DEX, not the lending market - the machine that mints the tokens. pumpfun proved it at industrial scale, printing ~$74M in fees and ~$28M in revenue in a single 30-day window, and the market rewards it with a $1.95B FDV. That's the template. Now lets look at what's being ignored on Robinhood Chain. The numbers nobody has repriced yet pumpfun, annualized off its current run-rate: ~$900M fees • ~$344M revenue FDV $1.95B → 2.2x fees, 5.7x revenue $PONS, five days into existence: 24h fees $496K, first-5-days $2.15M → ~$157M annualized 24h revenue $134K, first-5-days $419K → ~$31M annualized FDV $30.8M → 0.2x fees, ~1.0x revenue Same business. Same value-capture design. ~11x cheaper on fees. ~6x cheaper on revenue. And this isn't a dying franchise priced for decline - it's a protocol that in its first days has already done $404M in cumulative volume, 66,100 launches, 5.3M trades, and 27,600 unique developers, paying $4.12M to creators. That is pumpfun's early curve, compressed into a week. To simply match pumpfun's revenue multiple - not beat it, match it - $PONS re-rates from $30.8M to ~$175M. Roughly 5.7x on today's run-rate, before a single day of growth. On a fees basis the gap is wider still. Why the multiple should be higher, not lower Markets consistently misprice one thing: assets that quietly convert real revenue into token value. That is exactly what $PONS does — the overwhelming majority of protocol revenue is routed straight into $PONS buybacks. At the current run-rate that's roughly $24M/year of structural buy pressure against a $30.8M FDV. If it holds, that is a value-capture ratio in a different league from a launchpad token that just sits there. Then there's the part pumpfun can never retrofit: 100% community owned. No VC tranche, no team allocation, no cliff unlocks waiting to hit the bid. pumpfun's token carried insider overhang from day one. $PONS has a clean cap table — and in a category defined by who dumps on whom, that is the entire game. Robinhood Chain distribution. pump.fun had to manufacture its audience. $PONS is the dominant launchpad on a chain plugged into mainstream, retail-native distribution. Own the liquidity layer, let distribution come to you. A founder building in the open. @meadgod is shipping the Pons ecosystem publicly - ponsfamily.com, @ponsdotfamily - with the token, the analytics, and the buyback flows all verifiable onchain rather than promised in a deck. The market is doing to $PONS what it always does early: pricing a compounding cashflow machine as a toy, one week of data at a time, while the revenue stacks up underneath. Why $PONSTR exists — and why it matters If $PONS is the undervalued cashflow, $PONSTR is the leveraged, dividend-bearing vehicle built to compound it. The name is literal. It is to $PONS what MicroStrategy is to Bitcoin: a machine whose only job is to accumulate the underlying and hand the upside to holders. The mechanics are fixed in code, not vibes: Every $PONSTR trade pays fees. 90% of those fees market-buy $PONS. That $PONS is dropped to $PONSTR holders as recurring dividends, roughly once a day. Every $PONSTR token collected as a fee is burned in full - deflationary forever. No team allocation. No withdraw function in the contract. The rules live onchain and the treasury cannot be rugged. Why this matters beyond $PONSTR holders: it manufactures structural, non-speculative, perpetual buy pressure for $PONS. Every trade on the vehicle accumulates the asset. As $PONS appreciates, the treasury — denominated in $PONS — appreciates, the dividends grow, demand for the vehicle grows, and it buys more $PONS. A flywheel bolted onto a flywheel. If you believe $PONS is mispriced, $PONSTR is the compounding expression of that view: an index on the cashflow that also pays you to hold it. The first $PONS drop is landing soon. CA : 0x4A76d884Bb9CBbf2138fBe47e99584eB5168DdE2

GM. Time to get to work. We’re on a mission to make @ponstrategy the biggest holder of $PONS. A few updates since launch - - the 2nd $PONS drop went out as it should have. - 11.5K $PONS ($991) dropped to 1014 holders robinhoodchain.blockscout.com/tx/0xe85f3173d… - there was a delay in the drop because the keeper ran out of gas. Working on making this self sufficient so we always have enough gas on the keeper. - we will also add a button on the site for anyone to trigger the drop. - Stats look great so far. 1039 holders, 109,000 $PONS in the machine, 3.47% of $PONSTR supply burnt. Treasury value is $8.5K on this hour with more fees to be claimed. Next drop will be bigger. The tech works as intended. A long post is coming soon.

@Wenleemou @AliZainAmeer Can not ser. Please read the contracts

@AliZainAmeer @ponstrategy He can just call the function and set his own address as the fee receiver then airdrop all the juicy fees into his own wallet

@ponstrategy $ponstr so he confirmed lol that he rugged!!

@Bowsertrades @ponsdotfamily 1st mover is always a 1st mover.

@ponstrategy @ponsdotfamily What happens to Pons when Pumpfun launches on Robinhood chain?

Our thesis on @ponsdotfamily and why we decided to build a strategy machine to accumulate $PONS. $PONS is the most undervalued cashflow in crypto Every cycle, the highest-margin business in crypto is the same one: the launchpad. Not the L1, not the DEX, not the lending market - the machine that mints the tokens. pumpfun proved it at industrial scale, printing ~$74M in fees and ~$28M in revenue in a single 30-day window, and the market rewards it with a $1.95B FDV. That's the template. Now lets look at what's being ignored on Robinhood Chain. The numbers nobody has repriced yet pumpfun, annualized off its current run-rate: ~$900M fees • ~$344M revenue FDV $1.95B → 2.2x fees, 5.7x revenue $PONS, five days into existence: 24h fees $496K, first-5-days $2.15M → ~$157M annualized 24h revenue $134K, first-5-days $419K → ~$31M annualized FDV $30.8M → 0.2x fees, ~1.0x revenue Same business. Same value-capture design. ~11x cheaper on fees. ~6x cheaper on revenue. And this isn't a dying franchise priced for decline - it's a protocol that in its first days has already done $404M in cumulative volume, 66,100 launches, 5.3M trades, and 27,600 unique developers, paying $4.12M to creators. That is pumpfun's early curve, compressed into a week. To simply match pumpfun's revenue multiple - not beat it, match it - $PONS re-rates from $30.8M to ~$175M. Roughly 5.7x on today's run-rate, before a single day of growth. On a fees basis the gap is wider still. Why the multiple should be higher, not lower Markets consistently misprice one thing: assets that quietly convert real revenue into token value. That is exactly what $PONS does — the overwhelming majority of protocol revenue is routed straight into $PONS buybacks. At the current run-rate that's roughly $24M/year of structural buy pressure against a $30.8M FDV. If it holds, that is a value-capture ratio in a different league from a launchpad token that just sits there. Then there's the part pumpfun can never retrofit: 100% community owned. No VC tranche, no team allocation, no cliff unlocks waiting to hit the bid. pumpfun's token carried insider overhang from day one. $PONS has a clean cap table — and in a category defined by who dumps on whom, that is the entire game. Robinhood Chain distribution. pump.fun had to manufacture its audience. $PONS is the dominant launchpad on a chain plugged into mainstream, retail-native distribution. Own the liquidity layer, let distribution come to you. A founder building in the open. @meadgod is shipping the Pons ecosystem publicly - ponsfamily.com, @ponsdotfamily - with the token, the analytics, and the buyback flows all verifiable onchain rather than promised in a deck. The market is doing to $PONS what it always does early: pricing a compounding cashflow machine as a toy, one week of data at a time, while the revenue stacks up underneath. Why $PONSTR exists — and why it matters If $PONS is the undervalued cashflow, $PONSTR is the leveraged, dividend-bearing vehicle built to compound it. The name is literal. It is to $PONS what MicroStrategy is to Bitcoin: a machine whose only job is to accumulate the underlying and hand the upside to holders. The mechanics are fixed in code, not vibes: Every $PONSTR trade pays fees. 90% of those fees market-buy $PONS. That $PONS is dropped to $PONSTR holders as recurring dividends, roughly once a day. Every $PONSTR token collected as a fee is burned in full - deflationary forever. No team allocation. No withdraw function in the contract. The rules live onchain and the treasury cannot be rugged. Why this matters beyond $PONSTR holders: it manufactures structural, non-speculative, perpetual buy pressure for $PONS. Every trade on the vehicle accumulates the asset. As $PONS appreciates, the treasury — denominated in $PONS — appreciates, the dividends grow, demand for the vehicle grows, and it buys more $PONS. A flywheel bolted onto a flywheel. If you believe $PONS is mispriced, $PONSTR is the compounding expression of that view: an index on the cashflow that also pays you to hold it. The first $PONS drop is landing soon. CA : 0x4A76d884Bb9CBbf2138fBe47e99584eB5168DdE2

@AliZainAmeer Is the world ending in few hours?

@ponstrategy Worst time To sleep

Been a crazy few hours. Gonna rest a bit. More soon.

@AliZainAmeer Why ser?

@0xDeployer Does that make you an insider ?

we're going to see a real product launch a token paired with a stock token on bankr and it will be an absolute runner and people are going to lose their minds.

@davidonchainx I see @ponstrategy

Never stop clicking

@GMB_XBT @itsbcj Dude was in dms with me supporting from the beginning.

Nothing beats a group of trenchers looking for the next 100x. Shoutout to @itsbcj for finding $PONSTR at $9k -> $1m mc. It's winning season baby.

There is no insider. No team buy. Only fairlaunch on @ponsdotfamily.

@ARSii_ETH @itsbcj its never a bad time

@itsbcj @ponstrategy Bought at $8k sold at $13k FUCK ME

found $PONSTR at $9k dev don't rug haha 🤣🤣🤣

@loshmi It's PONSTR (like p*rnstar)

@ponstrategy what a time to be alive i earn $PONS i hold $PNSTR $PONS goes up i earn more $PNSTR goes up i earn more and make more what the hell man

We have accumulated more than $4500 in fees. This means the next $PONS payout to holders is going to be bigger. The flywheel is just getting started.

@loshmi Thats right. You got it.

@AvgJoesCrypto It's a great day to build on PONS.

Pons revenue going parabolic my god

@0xcaine_ @ponsdotfamily $PONSTR will age well with solana:ABMM7QUb39HegTPHKNjzs3TrAaV9DT4G7MHYSwnMhAiL

@ponsdotfamily @ponstrategy this will age well

Building on Pons? Show us what you are working on.

2 hours since launch, quick update on numbers : - 563 Holders - 32.62K solana:ABMM7QUb39HegTPHKNjzs3TrAaV9DT4G7MHYSwnMhAiL accumulated - 2.6% of $PONSTR supply burnt The machine doesn't have a withdraw function. We are just getting started. There's more to come.

There are a few fake tokens by our name. You know there is just one real strategy machine and that is - $PONSTR CA : 0x4A76d884Bb9CBbf2138fBe47e99584eB5168DdE2

We just paid dex. Thanks for taking more time than we took to deploy the machine Moonpay - your UX truly sucks. etherscan.io/tx/0x219f82a05…

@ika_xbt Thanks for the round up. Very detailed. Love it. Love it.

I like the Pons strategy. Every Pons holder is incentivized to support and grow the ecosystem because a stronger ecosystem means more trading activity, more fees generated by Pons, more token buybacks, and ultimately a higher token price. But what if you took that one step further? Imagine launching another token that uses its creator fees to continuously buy Pons and redistribute those Pons to its own holders. Instead of simply holding Pons and waiting for buybacks, you hold a smaller-cap token whose purpose is to generate trading volume and volatility. More trading means more fees to buyback pons but ALSO you are paid for your service with creator fees which are also used to buy more Pons and distribute it to you. So buying and holding pons strategy is a way to help push pons higher as well as accumulate pons 🧠 It’s essentially a second layer of buybacks built on top of Pons’ own buyback engine. You’re no longer just betting on Pons, you own a leveraged ecosystem token that actively helps drive Pons’ growth while paying rewards in Pons. It’s like building another flywheel on top of the original one, a meta layer that feeds the Pons ecosystem while rewarding participants with the asset it’s designed to accumulate. Why hold any other coins from pons launchpad just to support the ecosystem, when you can support the ecosystem while being paid for it? You got me?