Project news
Bonk Guy: PONS annualized income valuation is only 40% of PUMP, Robinhood Chain is worth watching if it continues to develop
Odaily Planet Daily reports that Bonk Guy stated on the X platform that the current market sentiment for PONS may be at a long-term low and compared it with PUMP: PONS has an annualized revenue of about $156.8 million, a market value of about $375 million, corresponding to an annualized revenue multiple of about 2.39 times; PUMP has an annualized revenue of about $463.6 million, a market value of about $2.7 billion, corresponding to a multiple of about 5.82 times.
Bonk Guy said that PUMP is a Solana-led Launchpad, while PONS is a Robinhood Chain-led Launchpad; if Robinhood Chain continues to maintain market influence in the future, he believes the current valuation of PONS is worth attention.
Bonk Guy: PONS fundamentals continue to improve, potentially breaking out of the consolidation range to reach new highs again
Odaily Planet Daily reports that Bonk Guy posted on the X platform stating that PONS has continuously improved its fundamentals during the recent consolidation period. Even though the Robinhood Chain's popularity has declined over the past two weeks, PONS's daily revenue has consistently exceeded $1 million. The protocol continues to use 80% of its revenue to repurchase and burn PONS tokens, with over 30% of the token supply permanently destroyed so far. Additionally, PONS currently holds about 75% to 80% market share of the Robinhood Chain Launchpad market. Based on current data, the annualized fees and revenue are approximately $829 million and $159 million respectively, while PONS's market capitalization is about $430 million. For comparison, PUMP's annualized fees and revenue are approximately $1.115 billion and $460 million respectively, with a market cap of about $1.75 billion.
Bonk Guy claims that in this cycle, PONS's circulating market cap has the potential to reach at least $5 billion, more than 10 times the current level.
Bonk Guy clarifies: Not paid by PONS and not a team member, holdings are only for personal trading
BlockBeats news, on September 13, well-known trader Bonk Guy posted that he does not pledge allegiance to PONS or any other holdings and communities. He stated that he has never been paid by the PONS project team, nor is he a member of the project team, so his holding and support of PONS should not be understood as loyalty to the project.
Bonk Guy said he is optimistic about PONS because of the fairness represented by the token and because he believes PONS provides on-chain traders with the opportunity to create generational wealth. He views PONS as a trade that has not yet been fully realized and expects that regardless of whether the market currently agrees, its future market value could still reach tens of billions of dollars.
He emphasized that this principle also applies to his other holdings: he is first and foremost a trader, loyal to no token or community, and will only choose trading opportunities he considers to have the most asymmetric risk-reward.
On-chain data shows that Bonk Guy currently holds PONS worth 6.61 million USD, with a return rate of 9663%.
Bonk Guy: PONS is still one of the most underrated protocols in crypto, the market cannot continue to ignore it
BlockBeats news, on September 10, well-known trader Bonk Guy posted a bullish view on PONS: the platform generated $1.34 million in revenue in just one day, and the day was not even over yet. Even though the Robinhood chain has cooled down in recent days, PONS still shows about $202 million in annualized revenue and a $434 million market cap, with $3.7 million remaining in the buyback wallet and still rapidly accumulating. These funds will be used to buy PONS tokens on the market according to TWAP (time-weighted average price) orders, and the speed of new income coming in is faster than the buyback wallet spending.
Bonk Guy therefore believes: a protocol with over $200 million in annualized revenue but only a $434 million market cap means "something worth billions is being sold for a few cents." PONS remains one of the most undervalued protocols in crypto, and the market cannot continue to ignore it.
Note: PONS is the largest position in Bonk Guy's current portfolio, valued at $6,983,700, with a return rate of 10213.81%.
Loracle calls out Robinhood CEO: hopes to coordinate market makers to increase liquidity for PONS/USDG
Odaily Planet Daily reports that Loracle posted on platform X calling on Robinhood CEO Vlad Tenev to coordinate with market makers to increase liquidity for the PONS/USDG market on Lighter.
Previously, Loracle had built related trading Vaults based on Lighter and executed trades through off-chain Keepers. Loracle stated that due to the current market quickly reaching its set safety OI limit, the Vault will gradually establish positions going forward.
According to Hyperbot data, Loracle currently still holds about 27.75 million PONS 3x short positions, with a position value of approximately 21.77 million USD, and an unrealized loss exceeding 3.3 million USD.
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