2kprio retweeted
JUST IN: 8 FIGURE TRADER JACK DUVAL SAYS HE “DOES NOT TIP” DOORDASH DELIVERY DRIVERS
2kprio retweeted
THE $PONS FOUNDER JUST GAVE AWAY THE NEXT PHASE.
I watched the full interview with @MEADGod.
Here are the bullish takeaways:
> $13.5B volume in just over 2 months
> ~$100M ARR run rate, according to Ozzy
> Uniswap bought $PONS and now provides engineering + marketing support
> V2 pays creators in the paired asset instead of their own token, reducing creator sell pressure
> V3 is coming with custom liquidity logic through Uniswap V4 hooks
> new Pons web app rolling out through invites
> iOS app comes next
> launching tokens directly from iMessage + Telegram is planned
> the treasury is funded for a long runway
And the bigger thesis:
Ozzy doesn’t see Robinhood Chain as just an RWA chain.
He expects both sides to grow: TradFi assets + ETH-native speculation. That puts Pons right in the middle.
> Stocks can become pair assets.
> Memes bring the volume.
> Creators accumulate ETH, USDG or tokenized stocks.
> Uniswap gets the liquidity.
> Protocol revenue keeps feeding back into $PONS.
$13.5B in two months was the first version.
The roadmap makes me much more interested in what @ponsdotfamily looks like six months from now.
2kprio retweeted
$PONS is coming for Robinhood's 25 million users who've never touched a wallet.
Using PONS right now still means knowing what a wallet is, knowing how to bridge and deposit funds on-chain. The mobile app removes all of that, the same people already trading GME and NVDA on Robinhood can tap into PONS without it feeling like they are on-chain.
Every other launchpad is fighting over the same shrinking pool of degens. PONS is working on a side door to 25 million people.
Higher
2kprio retweeted
robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 IS NOT JUST LAUNCHING MEMES ANYMORE.
I think people are still looking at @ponsdotfamily like it’s another Pumpfun.
V2 is turning it into something much broader.
You can now launch against:
> ETH
> USDG
> cbBTC
> tokenized stocks
> ETFs
> RWAs like gold
And the pair actually matters.
Launch against $NVDA and the entire market is priced in NVDA.
Trading fees are earned in NVDA.
After graduation, liquidity moves into the corresponding Uniswap V4 market.
Same idea with $SPY, $QQQ, $AAPL, $TSLA, BTC or USDG.
There are already 50+ tokenized assets approved as Pons quote assets.
So the bigger robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 thesis isn’t “the best memecoin launchpad on Robinhood.”
It’s becoming a permissionless market creation layer for whatever assets Robinhood Chain puts onchain.
Memes were just the first use case.
Pumpfun won the users, but Pons is trying to win the creators: $PUMP vs robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571
One of the craziest robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 numbers isn't volume.
It's creator payouts.
@ponsdotfamily creators have already earned $104M+.
And the model gives them a reason to stay.
Current launches send 70% of the base trading fee to the creator and 30% to Pons.
V2 goes further.
> Launch against ETH - earn ETH.
> Launch against USDG - earn USDG.
> Launch against a tokenized stock - earn that stock.
A creator can literally launch against NVDA and get paid in NVDA as people trade.
There’s also an optional creator tax on top. That’s the moat I’m watching. The launch button itself is easy to copy.
Giving serious creators a reason to keep launching, building and earning on the same platform is much harder.
And Pons already has:
> $104M+ paid to creators
> $10.6B+ traded
> 645K+ tokens launched
Creators get paid. Pons takes its cut.
And 80% of the protocol share is currently routed into robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 buybacks + burns.
Pons doesn't need every meme to win.
It needs creators to keep coming back.
2kprio retweeted
Both Cumberland and Wintermute bought $PONS today.
Cumberland now holds a total of around 17.1 million $PONS tokens, while Wintermute holds over 21.3 million tokens.
It’s clear that institutional and exchange participation is ramping up strongly.
It really feels like Binance is getting ready to list $PONS on spot.
Let’s win!
2kprio retweeted
Pretty insane to see RH users own 12.7% of $CASHCAT and its been consistently trending higher since the listing.
Makes me wonder how much $PONS supply they will hold when they inevitable get listed.
Best part is the bull run has just started and retail interest in crypto is only going to grow over the next 12 months.
$CASHCAT looks fucking incredible here at $200M had to top blast.
Not the best entry but won't matter when it hits $1B
All roads lead to robinhood
