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: Onchain Meme Market Is Far From Bottoming Out, Historic Opportunities May Reappear
Odaily reports: Bonk Guy posted stating that the view that onchain trading and the Meme coin market have fallen into the worst period in history reflects a misperception within the crypto community (CT) regarding the current state of the market. Over the past 4 months, about 6 new tokens reached market caps of $100 million to $300 million or more, among which PONS started from zero and its fully diluted valuation (FDV) once reached $960 million, while the FDVs of tokens such as ANSEM, CASHCAT, AI, and STONK also all broke through $300 million at one point. In addition, dozens of new tokens surpassed $10 million in market cap, and despite the deterioration in market structure, tokens with sharp gains still occasionally emerge onchain.Bonk Guy compared the current market with previous downturn periods, noting that before the emergence of Robinhood Chain, the market went through a long stretch with almost no notable rallies; and after the launch of the TRUMP token last year and before the initial rise of BonkFun, there was also a period of about half a year during which almost no token could break through a market cap of $2 million to $5 million.He believes that although the current market is no longer in the broad rally phase seen a few months ago, this does not mean trading opportunities have disappeared. He expects the market may recover soon, even faster than most people anticipate, and suggests paying attention to tokens that have already demonstrated the ability to deliver outsized performance in the previous cycle, seeking opportunities during market pullbacks. The market is currently filled with pessimism and negative narratives, and investors should not be swayed by the noise. Historical experience shows that some previously strong tokens may not only return to their prior highs but even break through further once the next market cycle begins. The biggest opportunities often appear before market sentiment reverses and while mainstream investors have yet to change their views.
Bonk Guy: PONS's annualized revenue valuation is only 40% of PUMP's; Robinhood Chain is worth watching if it continues to grow
Bonk Guy stated on the X platform that PONS's current market sentiment may be at a long-term low, and compared it with PUMP: PONS's annualized revenue is approximately $156.8 million, with a market cap of about $375 million, corresponding to an annualized revenue multiple of approximately 2.39x; PUMP's annualized revenue is approximately $463.6 million, with a market cap of about $2.7 billion, corresponding to a multiple of approximately 5.82x.Bonk Guy said that PUMP is the leading Launchpad on Solana, while PONS is the leading Launchpad on Robinhood Chain; if Robinhood Chain continues to maintain market influence in the future, he believes PONS's current valuation is worth watching.
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.
Bonk Guy: Robinhood Earnings Boost On-Chain Ecosystem, PONS Captures 88% Market Share on Robinhood Chain Launchpad
Odaily reports: Trader Bonk Guy (@theunipcs) posted that Robinhood's latest earnings results represent a major positive for the on-chain ecosystem, with Robinhood Chain playing a key role in the growth of its crypto business revenue. Robinhood CEO Vlad Tenev also explicitly expressed positive expectations for the future development of its on-chain business.Bonk Guy further noted that PONS currently holds approximately 88% market share of the Robinhood Chain token launchpad. If the Robinhood Chain ecosystem has already bottomed out, PONS is well-positioned to capture a significant share of future capital flowing into the ecosystem, and he expressed strong bullishness on PONS's subsequent performance.
Lost $645,000: A Trader Liquidated 4.85 Million PONS and 354,878 AI
Odaily reports, according to Lookonchain monitoring, a trader sold all 4.85 million PONS, worth $1.24 million, and 354,878 AI, worth $29,000, 10 hours ago, resulting in a loss of $645,000.
Bonk Guy: PONS Remains the Highest-Revenue Project in the Robinhood Chain Ecosystem, Ecosystem Recovery Could Drive It to Lead the Rally
Odaily reports: Trader Bonk Guy posted on X platform that despite a recent decline in PONS revenue, PONS remains the highest-fee and highest-revenue project in the Robinhood chain ecosystem across multiple timeframes including 24-hour, 3-day, and 7-day periods.Bonk Guy believes that the revenue decline is primarily driven by an overall drop in activity across the Robinhood chain, rather than a weakening of the project's own competitiveness. He stated that the Robinhood chain ecosystem may have reached a cyclical bottom, and if on-chain activity recovers, PONS revenue could resume growth and potentially become one of the leading tokens in the next ecosystem rally.
A certain trader bought PONS at $2,200 and has held it to date, achieving a return of 468x
Odaily News: According to Arkham monitoring, trader 0xnobi began buying PONS on the day the token launched in July this year, with an initial investment of approximately $2,200, and has not sold any PONS since.Currently, this address holds approximately 3.1 million PONS, with unrealized gains of about $1.03 million, representing an investment return of approximately 468x.
Pons Founder: PONS New Buyback Mechanism Will Claim Funds Every 7 Days, Then Complete Buyback and Burn in the Following 7 Days
Odaily News: Pons founder Ozzy posted on X in response to community questions about the PONS buyback and burn mechanism, stating that the burn rate has indeed not yet been adjusted, and that the "Claim" process is still not fully decentralized.He stated that an on-chain contract upgrade is currently underway. The new buyback mechanism plans to execute a Claim every 7 days, then use all claimed funds over the following 7 days to buy back and burn PONS, repeating this cycle to establish a more sustainable buyback and burn mechanism. All buyback and burn operations are now automated. Anyone can trigger the bot and receive a small reward for doing so.He further stated that the previously set buyback and burn rate was 2e per hour, which, combined with the Splitter (fund allocation contract) currently holding about $950,000, matches a 7-day buyback cycle. After funds are claimed, they will also be automatically executed on a 7-day cycle, so buyback funds will appear in two separate sections: one is the Active Buyback Vault currently conducting buybacks, and the other is the buyback funds reserved for the next week.Previously, crypto analyst yyy posted on X stating that Pons had not replenished funds to the buyback distributor for over 5 days, with about $440,000 in pending claimable funds in the escrow account. The analyst believed that untimely fund Claims led to the recent low PONS burn rate, and called for promoting decentralization of escrow account fund claims.
A whale heavily invested in $4.5 million worth of Robinhood Meme and DeFi leaders has liquidated PONS, incurring a loss of approximately $200,000
Odaily News: According to on-chain analyst Aunt Ai's monitoring, a certain whale sold 5.338 million PONS at an average price of $0.6779, worth $3.67 million, driving the PONS price down 4% from $0.6968 to $0.6688. PONS was previously the largest on-chain asset of this address, with an entry price of approximately $0.7154. This sale resulted in a loss of about $200,000.
Coinbase has listed PONS and CASHCAT perpetual contracts
According to official announcements, Coinbase has launched PONS and CASHCAT perpetual contracts.
A certain trader bought PONS at $2,200 and has held it to date, achieving a return of 468x
Odaily News: According to Arkham monitoring, trader 0xnobi began buying PONS on the day the token launched in July this year, with an initial investment of approximately $2,200, and has not sold any PONS since.Currently, this address holds approximately 3.1 million PONS, with unrealized gains of about $1.03 million, representing an investment return of approximately 468x.
Bithumb to List PONS Token on Korean Won Market
According to an official announcement, South Korean crypto exchange Bithumb will list the PONS token on its Korean won market, with trading expected to open at 15:00 local time.
Coinbase will list PONS spot trading
Coinbase Markets announced that it will launch spot trading for Pons (PONS) on October 7, 2026. Subject to meeting liquidity requirements, supported regions will have access to the PONS-USD trading pair later that day. Users will be able to trade via the Coinbase website, mobile application, and advanced trading platform; institutional clients can directly access through the Coinbase Institutional Exchange.
Pons: 32% of the total PONS supply has been burned, with 80% of revenue used to buy back and accumulate PONS
Pons stated on X platform that the PONS token burn mechanism continues to advance, with 32% of the total PONS supply now burned. According to Pons, 80% of its platform revenue will be used to accumulate PONS tokens to support the token value capture mechanism.
PONS Founder Addresses Concerns Over Buyback and Burn Mechanism, Upgrades Contract for Automated Execution
PONS founder Ozzy addressed community concerns regarding the buyback and burn mechanism. Ozzy stated that the project has automated the buyback and burn operations, allowing any user to trigger the bot and earn a small reward. In response to questions about fund withdrawals and the buyback rate, the team has completed a contract upgrade, adjusting the fund claiming cycle to occur once every 7 days, with the buyback and burn process executing cyclically over the subsequent 7-day period.
Related news
A wallet created 3 months ago withdrew 69.125 million PONS and 5,887 ETH from OKX within 12 hours
According to Lookonchain monitoring, an address withdrew 69.125 million PONS, worth $13.97 million, from OKX in the past 12 hours, and also withdrew 5,887 ETH, worth $13.45 million.
Bonk Guy calls for buying, recommends buying USELESS, PONS, MASK and 7 other tokens on dips
Bonk Guy posted on X platform calling for buys, stating that one should actively buy USELESS, PONS, MARSCOIN, MASK, SI, PANGEA, and VRAX on dips, and said to seize the current buying opportunity before it ends.
PumpBox Announces Dedicated Airdrop Campaign for PONS Trading Loss Users
PumpBox posted on X that it will reserve a dedicated care airdrop for users who suffered losses in PONS token trading, and the campaign entry point is now open.
Bonk Guy: Robinhood Earnings Boost On-Chain Ecosystem, PONS Captures 88% Market Share on Robinhood Chain Launchpad
Odaily reports: Trader Bonk Guy (@theunipcs) posted that Robinhood's latest earnings results represent a major positive for the on-chain ecosystem, with Robinhood Chain playing a key role in the growth of its crypto business revenue. Robinhood CEO Vlad Tenev also explicitly expressed positive expectations for the future development of its on-chain business.Bonk Guy further noted that PONS currently holds approximately 88% market share of the Robinhood Chain token launchpad. If the Robinhood Chain ecosystem has already bottomed out, PONS is well-positioned to capture a significant share of future capital flowing into the ecosystem, and he expressed strong bullishness on PONS's subsequent performance.
Bonk Guy: Onchain Meme Market Is Far From Bottoming Out, Historic Opportunities May Reappear
Odaily reports: Bonk Guy posted stating that the view that onchain trading and the Meme coin market have fallen into the worst period in history reflects a misperception within the crypto community (CT) regarding the current state of the market. Over the past 4 months, about 6 new tokens reached market caps of $100 million to $300 million or more, among which PONS started from zero and its fully diluted valuation (FDV) once reached $960 million, while the FDVs of tokens such as ANSEM, CASHCAT, AI, and STONK also all broke through $300 million at one point. In addition, dozens of new tokens surpassed $10 million in market cap, and despite the deterioration in market structure, tokens with sharp gains still occasionally emerge onchain.Bonk Guy compared the current market with previous downturn periods, noting that before the emergence of Robinhood Chain, the market went through a long stretch with almost no notable rallies; and after the launch of the TRUMP token last year and before the initial rise of BonkFun, there was also a period of about half a year during which almost no token could break through a market cap of $2 million to $5 million.He believes that although the current market is no longer in the broad rally phase seen a few months ago, this does not mean trading opportunities have disappeared. He expects the market may recover soon, even faster than most people anticipate, and suggests paying attention to tokens that have already demonstrated the ability to deliver outsized performance in the previous cycle, seeking opportunities during market pullbacks. The market is currently filled with pessimism and negative narratives, and investors should not be swayed by the noise. Historical experience shows that some previously strong tokens may not only return to their prior highs but even break through further once the next market cycle begins. The biggest opportunities often appear before market sentiment reverses and while mainstream investors have yet to change their views.
Lost $645,000: A Trader Liquidated 4.85 Million PONS and 354,878 AI
Odaily reports, according to Lookonchain monitoring, a trader sold all 4.85 million PONS, worth $1.24 million, and 354,878 AI, worth $29,000, 10 hours ago, resulting in a loss of $645,000.