News Heat Trend
Project Overview
PONS is an AI-generated digital collectibles platform for e-commerce, enabling merchants to drive brand awareness through customers by offering engaging 2D/3D social referral content with loyalty incentives. Visually engaging 2D/3D content is generated on-demand from product images, which can be seamlessly shared via word-of-mouth on popular Web2 channels and used in the Web3 open metaverse.
Bonk Guy: PONS is the "best trade" this cycle, circulating market cap remains severely undervalued
Prominent trader Bonk Guy posted that PONS undoubtedly was and remains the best trade of this cycle. With PONS' circulating market cap reaching $590 million, the token's current valuation remains "extremely undervalued". (Note: As of press time, PONS' market cap has surpassed $600 million.) Bonk Guy previously revealed that among his key trades, PONS delivered an average entry return of 11,108% (approximately $7.5 million), while MICRODUCK, DELTA, MARSCOIN, USELESS, and BASECAT achieved returns of 1,111%, 894%, 405%, 356%, and 108%, respectively.
Bonk Guy: PONS Market Cap Should Be at Least $200 Million, Robinhood Listing Might Only Be a Matter of Time
Odaily News Trader Bonk Guy stated that the market is gradually recognizing the potential of PONS. He noted that PONS currently generates approximately $56 million in annualized revenue, with 80% used for buybacks and burns of PONS; in comparison, Pump.fun generates about $460 million in annualized revenue, with 50% used for buybacks and burns of PUMP, while PUMP is currently valued at approximately $2 billion.Bonk Guy believes that even if PONS were given only 10% of PUMP's valuation, its market cap should reach around $200 million. Additionally, Pons has contributed to roughly half of the on-chain activity on Robinhood Chain, with at least 5 tokens issued through Pons having a market cap exceeding $10 million and at least 20 exceeding $1 million.Regarding the market's recent expectations around Robinhood listings, Bonk Guy stated that as one of the main Meme coin issuance platforms on Robinhood Chain, a future PONS listing on Robinhood is, in his view, "inevitable," and the current rally is not solely driven by listing expectations.
Analysis: PONS ranks 13th in revenue over the past 30 days, with a valuation-to-revenue ratio only about one-tenth of PUMP's
According to Odaily, Blockworks Research analyst AJC stated that over the past 30 days, PONS ranked 13th in crypto market revenue, yet its FDV/Revenue multiple stands at just 0.7x—the lowest among the top 15 tokens by revenue.For comparison, CARDS, PUMP, CAKE, AAVE, HYPE, and LINK have FDV/Revenue multiples of approximately 2.8x, 7.7x, 9.6x, 45.2x, 168.5x, and 212.2x, respectively. AJC believes that PONS' current valuation relative to its revenue level is significantly lower than that of other high-revenue protocols.
Profited $1.352 million, PONS's largest short seller Loracle takes profit on a short position held for over half a month
Odaily News: According to on-chain analyst Aunt Ai's monitoring, Loracle (0xefe...194b), the largest short seller of PONS on Hyperliquid, took profit 22 hours ago on a PONS short position held for over half a month, gaining $1.352 million; simultaneously closed a CASHCAT short position, gaining $1.026 million. Loracle has now reopened a PONS short position of nearly $330,000 and continues to add to it. mlmabc, the captain of the "Whale Hunting Squad Round Two," had previously published a post openly recruiting members.
Trader Owen hints he has bought USELESS, PONS, and MARSCOIN
Odaily reports: Trader Owen shared USELESS, PONS, and MARSCOIN price charts on platform X, and stated, "punted some stuff - warming up still." Owen became active on X again yesterday and has begun sharing his trading moves.
A Robinhood wallet with $4.5 million in holdings bought $216,000 worth of STANDARD, now up $105,000
Odaily reports: According to on-chain analyst Aunt Ai, Robinhood (0x2ae...78ae) bought STANDARD at an average price of $0.18707 and is currently up $105,000, a 48.8% return. STANDARD is the seventh token it has actively bought, and its current on-chain holdings rank third, after PONS and CASHCAT, excluding stablecoins.
On-chain address 0xnobi purchased PONS for $2,200 and has yet to take profits despite an unrealized gain of $1.62 million.
According to on-chain analytics platform Arkham (@arkham), the on-chain address @0xnobi purchased a total of $2,200 worth of PONS tokens across 22 transactions two months ago. At the time of the first purchase, the token’s market cap was only $2,100, with the smallest buy amounting to just $20. The address has never sold any tokens, and its unrealized profit has reached $1.62 million, reflecting a 736x gain.
Bonk Guy Responds to Buying EMBER: Started Building Position at Around $7M Market Cap, Bullish on Its Launchpad Data Growth
Odaily News: Crypto trader Bonk Guy posted on X platform responding to recent controversy surrounding his purchase of EMBER and explaining his position-building logic. Bonk Guy stated that he first noticed the project when EMBER's market cap was around $3 million but did not buy in. After observing for a day, he revisited his research due to the platform's rapid data growth and bought in from around a $7 million market cap all the way up to a $20 million market cap.Bonk Guy said that EMBER is a major Launchpad built on Meteora, supporting SOL, USDC, and over 150 tokenized stocks as pairing assets for token issuance. It utilizes Meteora Dynamic Bonding Curve technology and offers features such as token fee distribution, Daily Jackpots, and DAO governance.According to his disclosure, Ember has recorded approximately $51.7 million in trading volume, $561,000 in fees, and has cumulatively issued 2,041 tokens within 3 days of launch, with over 41,800 unique holder addresses and 149,000 Solana transactions. BonkGuy compared his Ember purchase to his previous PONS trade, noting that he first saw PONS when its market cap was below $1 million, similarly ignored it for a full day, and then started buying at around a $4 million market cap. Rather than whether a trending token has already emerged, what matters more is observing the real usage data underlying the Launchpad.Additionally, Bonk Guy stated that both Robinhood Chain and BNB Chain have multiple successful Launchpads, while Solana's Meme trading ecosystem has been developing for a longer time, so there is no reason to believe that Solana can ultimately only accommodate one successful Launchpad. He also stated that his trades are not based on market consensus. Some of his most successful trades in the past often came from discovering opportunities before the market formed a consensus; by the time everyone agrees, the asymmetric upside potential has usually already been significantly reduced.Regarding the recent controversy, Bonk Guy said that the claim of "EMBER having over 50% Bubblemaps address clusters" has been clarified by Bubblemaps; his earlier statement that Ember was "launched by Meteora" was also inaccurate—a more precise description is that Ember is built on Meteora-related infrastructure and has now been listed on Meteora's ecosystem page. Bonk Guy emphasized that he has no relationship with the Ember team, and EMBER is a personal trade for him.
Holding PUMP for Months Yields Over $936,000 in Profit, Donut AI CEO and Founder Chris Reveals Trading Path
Odaily reports: On-chain analyst Ai Yi posted on X that Donut AI CEO and founder Chris held PUMP for several months, accumulating profits exceeding $936,000. He also traded Robinhood trending tokens for 30 days, gaining over $130,000, with PONS reaching a market cap of $600 million at the time of his exit, which has since fallen back to $440 million.Chris also built a position in STONK at a low point when its market cap was $89 million. His unrealized profit is currently around $180,000, representing a return of over 170%. The token's current market cap is approximately $240 million.Chris stated that Robinhood is primarily an incremental game driven by new retail capital inflows, while Solana is a stock game of existing SOL capital rotating within the ecosystem. He is more bullish on the future development of the Solana ecosystem.
Profited $1.352 million, PONS's largest short seller Loracle takes profit on a short position held for over half a month
Odaily News: According to on-chain analyst Aunt Ai's monitoring, Loracle (0xefe...194b), the largest short seller of PONS on Hyperliquid, took profit 22 hours ago on a PONS short position held for over half a month, gaining $1.352 million; simultaneously closed a CASHCAT short position, gaining $1.026 million. Loracle has now reopened a PONS short position of nearly $330,000 and continues to add to it. mlmabc, the captain of the "Whale Hunting Squad Round Two," had previously published a post openly recruiting members.
OKX to List PONS/USDT (Pons Family)
Odaily News: OKX is about to list PONS/USDT (Pons Family), with the specific schedule as follows:PONS deposit opening time: September 15, 2026, 16:00 (UTC+8)PONS/USDT pre-market order placement period: September 15, 2026, 21:30 to 22:30 (UTC+8)PONS/USDT spot trading opening time: September 15, 2026, 22:30 (UTC+8)PONS withdrawal opening time: September 16, 2026, 00:30 (UTC+8)
Bonk Guy Responds to Buying EMBER: Started Building Position at Around $7M Market Cap, Bullish on Its Launchpad Data Growth
Odaily News: Crypto trader Bonk Guy posted on X platform responding to recent controversy surrounding his purchase of EMBER and explaining his position-building logic. Bonk Guy stated that he first noticed the project when EMBER's market cap was around $3 million but did not buy in. After observing for a day, he revisited his research due to the platform's rapid data growth and bought in from around a $7 million market cap all the way up to a $20 million market cap.Bonk Guy said that EMBER is a major Launchpad built on Meteora, supporting SOL, USDC, and over 150 tokenized stocks as pairing assets for token issuance. It utilizes Meteora Dynamic Bonding Curve technology and offers features such as token fee distribution, Daily Jackpots, and DAO governance.According to his disclosure, Ember has recorded approximately $51.7 million in trading volume, $561,000 in fees, and has cumulatively issued 2,041 tokens within 3 days of launch, with over 41,800 unique holder addresses and 149,000 Solana transactions. BonkGuy compared his Ember purchase to his previous PONS trade, noting that he first saw PONS when its market cap was below $1 million, similarly ignored it for a full day, and then started buying at around a $4 million market cap. Rather than whether a trending token has already emerged, what matters more is observing the real usage data underlying the Launchpad.Additionally, Bonk Guy stated that both Robinhood Chain and BNB Chain have multiple successful Launchpads, while Solana's Meme trading ecosystem has been developing for a longer time, so there is no reason to believe that Solana can ultimately only accommodate one successful Launchpad. He also stated that his trades are not based on market consensus. Some of his most successful trades in the past often came from discovering opportunities before the market formed a consensus; by the time everyone agrees, the asymmetric upside potential has usually already been significantly reduced.Regarding the recent controversy, Bonk Guy said that the claim of "EMBER having over 50% Bubblemaps address clusters" has been clarified by Bubblemaps; his earlier statement that Ember was "launched by Meteora" was also inaccurate—a more precise description is that Ember is built on Meteora-related infrastructure and has now been listed on Meteora's ecosystem page. Bonk Guy emphasized that he has no relationship with the Ember team, and EMBER is a personal trade for him.
A trader established an early position in PONS, with total unrealized profits reaching $2.81 million.
According to data tracked by on-chain analytics platform Arkham (@arkham), an address associated with @sickassdude69 began opening positions the day after PONS launched in July, when the token's market cap was only around $628,000. The address purchased PONS in 73 transactions totaling $249,400, has already realized $509,400 in profits, and continues to hold $2.55 million worth of PONS. With total unrealized gains reaching $2.81 million, the investment return stands at approximately 12.3x.
Bonk Guy: PONS's buyback momentum continues to intensify — wallet balance approaches $3 million
Odaily News: Well-known trader Bonk Guy stated on platform X that PONS's daily revenue over the past week has mostly ranged from $1.3 million to over $2 million, with no single day in the last 7 days falling below $1.1 million. Meanwhile, PONS's buyback wallet has now accumulated nearly $3 million in funds for continuous buybacks of PONS via TWAP, and the replenishment rate from fee income is currently outpacing the rate of buyback fund consumption.In addition, PONS's market share on Robinhood Chain recently hit an all-time high of 80%, maintaining between 75% and 80% for most of the past week. Last Saturday, the number of tokens launched in a single day reached 28,560, and approximately 27,600 tokens were still launched in the past 24 hours. Bonk Guy believes that despite the cooling of Robinhood Chain's overall hype, PONS's market share, token issuance volume, and revenue continue to climb, indicating that its dominance in the on-chain launchpad sector has been further consolidated.
Binance Alpha 2.0 supports Robinhood Chain and adds multiple new tokens.
Binance Alpha 2.0 now supports trading, deposits, and withdrawals on Robinhood Chain. Limit orders and instant orders currently support USDT pairs. Additionally, Binance Alpha 2.0 has added tokens such as Cash Cat (CASHCAT), up (UP), Artificial Inu (AI), and Pons (PONS).
Related news
Profited $1.352 million, PONS's largest short seller Loracle takes profit on a short position held for over half a month
Odaily News: According to on-chain analyst Aunt Ai's monitoring, Loracle (0xefe...194b), the largest short seller of PONS on Hyperliquid, took profit 22 hours ago on a PONS short position held for over half a month, gaining $1.352 million; simultaneously closed a CASHCAT short position, gaining $1.026 million. Loracle has now reopened a PONS short position of nearly $330,000 and continues to add to it. mlmabc, the captain of the "Whale Hunting Squad Round Two," had previously published a post openly recruiting members.
Trader Owen hints he has bought USELESS, PONS, and MARSCOIN
Odaily reports: Trader Owen shared USELESS, PONS, and MARSCOIN price charts on platform X, and stated, "punted some stuff - warming up still." Owen became active on X again yesterday and has begun sharing his trading moves.
After accumulating for two weeks, Cumberland began selling 17.64 million PONS
According to Lookonchain monitoring, Cumberland withdrew 17.64 million PONS from Gate at an average price of $0.67 over the past two weeks; in the past 5 hours, Cumberland deposited 1.5 million PONS worth $877,000 to Gate.
Bonk Guy's Portfolio Shrinks by $12.6 Million in 10 Days, Still Holding PONS, USELESS, and MarsCoin
Odaily reports, according to Lookonchain monitoring, Bonk Guy (Unipcs)'s portfolio has decreased by $12.6 million over the past 10 days, but he still has not sold PONS, USELESS, or MarsCoin.
OKX to List PONS/USDT (Pons Family)
Odaily News: OKX is about to list PONS/USDT (Pons Family), with the specific schedule as follows:PONS deposit opening time: September 15, 2026, 16:00 (UTC+8)PONS/USDT pre-market order placement period: September 15, 2026, 21:30 to 22:30 (UTC+8)PONS/USDT spot trading opening time: September 15, 2026, 22:30 (UTC+8)PONS withdrawal opening time: September 16, 2026, 00:30 (UTC+8)
A Robinhood wallet with $4.5 million in holdings bought $216,000 worth of STANDARD, now up $105,000
Odaily reports: According to on-chain analyst Aunt Ai, Robinhood (0x2ae...78ae) bought STANDARD at an average price of $0.18707 and is currently up $105,000, a 48.8% return. STANDARD is the seventh token it has actively bought, and its current on-chain holdings rank third, after PONS and CASHCAT, excluding stablecoins.