Beef McManstick

🆙

[Beef McManstick @BeefMcManstick]

The buybacks will probably work really well if $pons visits the next support at $0

[Beef McManstick @BeefMcManstick]

@EinsteinYipie @flapdotsh @bankrbot @launchonvaro @Uniswap Probably Cashcat.

[Beef McManstick @BeefMcManstick]

@Skunk_Eyes Right, this many retards usually don't win at the same time.

[Beef McManstick @BeefMcManstick]

The temptation to hit the red button on my $pons bag is massive.

Historically, this is when I should do the exact opposite and hit the green button.

[Beef McManstick @BeefMcManstick]

I would like to imagine that $marscoin consolidating here is @cz_binance giving us time to build a position before they send it

CZ please like this post if that's the plan, I won't tell anyone.

[Beef McManstick @BeefMcManstick]

@sayinshallah @fomo Brother it's not worth it to put half of your remaining balance into an app that's so easy to hack

[Beef McManstick @BeefMcManstick]

@Mike_Ess_ I wonder if it would have been different if he didn't start power-posting and self-fellating all over the place. Maybe the community would be more understanding.

He seemed nice enough overall though, I wish him the best through the rocky launch.

[Beef McManstick @BeefMcManstick]

@mickeymantled Because we are running out of new narratives and RWA on-chain hasn't been done this well yet.

[Beef McManstick @BeefMcManstick]

@Mike_Ess_ The timeline's sentiment is emotionally bearish.

He flubbed the V2 launch but there's a chance that Pons has enough partnerships lined up to come back from this.

The real bear case is that a good competitor launches now, while $pons is down.

[Beef McManstick @BeefMcManstick]

@BagCalls I see people now calling the $pons man racial slurs and accusing him of vibe coding.

Where were these people two days ago?

[Beef McManstick @BeefMcManstick]

$pons is trading like there was an exploit. Do we think it's over?

At this point I'm riding it to zero and hoping for a rebound.

[Beef McManstick @BeefMcManstick]

@rickytheirish Exactly, $pons and $stonkbroker are the only two that seem like they have the right ingredients to last. At this point I'm just holding those with a long time horizon and watching people rotate around.

[Beef McManstick @BeefMcManstick]

If patience pays off for $pons then it'll create a mindset of holding for bigger gains.

If it flops, I see the Robinhood market getting more annoying than Solana with the rotations.

I'm personally holding a bag.

[Beef McManstick @BeefMcManstick]

@Mike_Ess_ Agreed, vagueposting and building suspense as the price bleeds isn't super appealing

[Beef McManstick @BeefMcManstick]

@Mike_Ess_ You have to dump your bags if you want to take a few days off.

There will always be plays when you get back.

[Beef McManstick @BeefMcManstick]

$index not bad 👀

[StandartXBT @StandartXBT]

new product by @TheIndexFi which will fit nicely on @ponsdotfamily - https://t.co/f7VpviX3mw

it deployed couple hours ago so you've never seen this link/screenshots/etc before. everyone benefits:

> pons - new product on top of existing infra
> creators - new narrative, attention
> users - dividends
> index - new cash inflow

and its nice v4 case study. so how this works? tldr - token creators will be able to pay their token holders with dividends in stocks just like Index doing themselves with their holders. so every coin gets a treasury. details:

> a creator picks a basket of tokenized stocks
> chooses how much of the remaining fees go to holders
> gets a deterministic treasury address before deploying the treasury
> launches the coin on @PonsEcosystem and sets creatorFeeRecipient to that address
> $pons escrow starts accruing fees immediately
> the keeper binds the coin and each payout round buys one stock for that coin's holders

so creators are buying a product for their own bagholders: recurring $NVDA, $SPY, $QQQ, $AAPL or a custom stock basket, paid from the coin's own trading fees. whatever share the creator does not send to holders stays claimable by the creator

Indices clips a fixed 10% of everything routed through the treasury. receiver split():

> 50% buys $INDEX through the canonical pool and sends the bought tokens to DEAD
> 50% becomes USDG and goes to the existing USDGBuyerDistributor
> that distributor buys tokenized stocks and pays them pro rata to $INDEX holders
> the buyback itself crosses the existing 3% INDEX hook, adding another stock-buying stream

so the flywheel is:

pons coin volume
→ creator fees
→ stocks for that coin's holders
→ 10% Indices cut
→ 50% $INDEX buyback + burn
→ 50% stock rewards for $INDEX holders

this is how $INDEX rewards stop living off organic $INDEX volume alone. every opted-in pons coin can become an external revenue source

all of this shipped today:

> 19:34:57 UTC - early factory deployment
> 21:23:27 UTC - current IndexTreasuryFactory deployed
> 21:51:23 UTC - protocol receiver deployed
> 21:51:24 UTC - receiver wired into the factory
> 21:56:14 UTC - the current TLS certificate for https://t.co/K7gQXg9nbP became valid
> 23:07:15 UTC - first treasury deployed
> 23:10:29 UTC - first treasury funded with 0.1 ETH
> 23:32:33 UTC - frontend redeployed again while I was tracing it

contracts:

> factory: 0x3450cEdfDD7F1082D766c8B8998C326D3696E8Df
> implementation: 0x6bDc8993Dc922DC32E33A9c654b795AF53005C8e
> protocol receiver: 0x0f5A32F791f536482d5BA27A58749F02c8b0cBbC
> stock distributor: 0x2459DedB3012d1E929EdD17DF26620120bDF11bf
> first treasury: 0xFACA543C31693d504B598222DEafaA59F720C978

[Beef McManstick @BeefMcManstick]

I think it's happening soon $pons

[Ozzy 🇺🇸 @MEADGod]

hey ... @Uniswap

[Beef McManstick @BeefMcManstick]

CZ could steal Robinhood's on-chain stock thunder because he's not afraid to run up the $marscoin chart.

[Beef McManstick @BeefMcManstick]

@ConnorOnChain @zero1cash

[Beef McManstick @BeefMcManstick]

@SaviCrypto With the timing, it feels suspiciously like the former