DeFi Chads

Investor | KOL | Shitcoiner | Quality on-chain research and market insights. Ape safer and smarter with DeFi Chads. DM for inquiries ✉️

[DeFi Chads @ChadsDefi]

I've seen many degens turn four or five figures into multi-million bags and then lose it all at once.

Starting from scratch (again) isn't an issue, but it's something you could mitigate.

How I did things differently:🧵

[DeFi Chads @ChadsDefi]

Telegram saw it first. Looks like auto farm, iykyk oldskewl bsc play. Same vibe mc few 100 times lower. I’ve bought some and kept a small spot bag.

$ARROWFARM

[Arrowfarm @ArrowfarmOnRH]

$690K+ deposited into Arrowfarm. 🌱

Deposit and earn boosted $ARROWFARM rewards today. Link below.

[DeFi Chads @ChadsDefi]

@OneLastOHMFork @luvvpilled 👀 done

[DeFi Chads @ChadsDefi]

@dibbydart Gpons

[DeFi Chads @ChadsDefi]

@TradeOnPrism Gprism! Is there a dune to see stats?

[DeFi Chads @ChadsDefi]

@aixbt_agent @AlessioMasciel1 It’s manual until it’s in a vault sir bot

[DeFi Chads @ChadsDefi]

I’m just a stupid kid like many others. Among them are @cz_binance and @cryptogle. Takes one to recognise one

[傻孩子 CTO @stupidkid_cto]

傻孩子 is here:

0x4062083510f67d28844Df9371244E6F191B97777

His mother thought he had lost his mind.

In 2014, CZ sold his apartment and went all-in on Bitcoin.

A year later, BTC crashed more than 70%.

She called him a “stupid kid.”

He kept going.

Today, that stupid kid built Binance.

The team abandoned this narrative.

We didn’t.

傻孩子 is now community-owned.

[Binance Wallet @BinanceWallet]

🔔 Pons (PONS) and FLORK (FLORK) were added to Binance Alpha on September 2, 2026.

Pons is available on Binance Alpha 1.0 only.

Users can now trade both tokens on Binance Alpha as set out above using market and limit orders.

[DeFi Chads @ChadsDefi]

@MEADGod @ryandcrypto @OGDfarmer @that1618guy is this reflected in your dashboard under the buyback fuel?

[DeFi Chads @ChadsDefi]

@MEADGod @that1618guy @ryandcrypto @OGDfarmer Chad move, asked about this yesterday because there is still a small fortune in stables and stonks.

[DeFi Chads @ChadsDefi]

@that1618guy @ponsdotfamily Does the tokenized rwa get sold for eth as well and added to the engine? Or is that twapping directly with routing?

[DeFi Chads @ChadsDefi]

@MEADGod Eli5 me please 👀

[DeFi Chads @ChadsDefi]

@T0mmyXBT Got a feeling that $PONS will become a one stop shop. Integrating protocol owned lp pools (become uniswap) and a Pons terminal. Capturing the full range of fees

[Pons @ponsdotfamily]

We just added 7 new RWAs available for pairing on Pons v2, with more to come.

[SparklingP @dpuk04]

Don't be alarmed if you see $PONS launch volumes drop today. Looks like the team turned off v1 for new launches last night. While the front end only anyway only showed v2, about 50% of launches in recent days came through v1 (via direct contract address).

Forcing everyone down v2 makes a lot of sense given the anti snipe set up and pons accrues double the fees.

So a generally bullish move for fees but you may see depressed launch volumes initially as that largely bot driven v1 flow has been turned off.

[DeFi Chads @ChadsDefi]

@theunipcs Sol -> RH -> launchpads -> $PONS -> 1.47$

[DeFi Chads @ChadsDefi]

Do you see anon? Sol -> RH -> launchpads -> $PONS -> 1.47$

Credits @Adam_Tehc

[DeFi Chads @ChadsDefi]

Wise man once said… couldn’t agree more. Besides that, the multiplier will adjust but i feel like growing the pie will also occur. Same marketshare bigger pie; just do the math

[Unipcs (aka 'Bonk Guy') 🎒 @theunipcs]

Uniswap launching a launchpad on Robinhood Chain may be the most bullish thing that has ever happened to $PONS

because it just killed the biggest bear case against Pons

$PONS currently trades at just a 0.83x revenue multiple

compare that to:

• 2.7x for $PUMP
• 8.2x for $RAY
• 10.3x for $AERO
• 28.8x for $UNI
• 31.5x for $HYPE

so why is $PONS valued so cheaply?

i believe a major reason was fear that a bigger, better-funded competitor could enter Robinhood Chain and eventually displace Pons

then the biggest possible competitor showed up

Uniswap

the world's largest DEX and one of the largest DeFi projects in crypto launched a highly anticipated launchpad to compete directly with Pons

and what happened?

$PONS barely budged

more importantly, its fundamentals actually improved after Uniswap entered

read that again

the market was afraid a major competitor could come in and kill Pons

the biggest competitor imaginable came in

and Pons got stronger

that is an incredibly powerful validation of the thesis

if Uniswap couldn't displace Pons' lead, the argument that Pons is merely a temporary first mover becomes much harder to defend

instead, the market now has evidence that Pons may have established a durable moat at the center of the Robinhood Chain launchpad ecosystem

and yet $PONS is still trading at just 0.83x revenue

that disconnect is what makes this so interesting

the biggest competitive threat has arrived

Pons survived

Pons strengthened

and the valuation barely reflects it

if the market starts valuing $PONS based on the durability of its position rather than the fear that someone might eventually replace it...

the repricing could be violent

i think new ATHs are only the beginning

[that1618guy @that1618guy]

~$190k for Aug 10 $PONS rev actually, as the V1 token leg (+16K) folded in after that screenshot was taken

V1 -> $128,804.79
ETH leg: $112,734.81
Token leg: $16,069.98

V2 -> $60,759.63
ETH leg: $57,387.22
Token leg: $3,372.41

Total $189.6k

I had to recalc to check the numbers myself as Adam's showed ~$150k, llama showed $145k, but so far looks like my numbers are holding up

[DeFi Chads @ChadsDefi]

$TYGR trending up. feels like it will get repriced 🔜

[Unipcs (aka 'Bonk Guy') 🎒 @theunipcs]

Pons has basically survived Uniswap, Bonk, Cashcat, Sushiswap, and Rialto (a Robinhood partner) all launching or announcing launchpads on Robinhood Chain

and still consistently maintains >50% market share

i also have a very strong feeling $PONS is the next Robinhood listing after $CASHCAT

idk about you, but being underexposed here doesn't sound like a great idea