ryan mitchelmore #Bitcoin

#Bitcoin VeganBitcoin.Crypto #StonedApeCrew

[ryan mitchelmore #Bitcoin @RyanMitchelmore]

Bitcoin Art “It’s Time” :-) flag me baby

[LB @lbexplorer]

$PUMP key figures update:

Daily trading volume: $836M (+55% on prev day)
Daily revenue: $2,920,000
SOL market share: 87%

$1.46M spent on buybacks yesterday burning 0.032% of TOTAL supply.

Highest revenue day for $PUMP this year. Since the IPO $PUMP have only had two revenue days that eclipsed yesterday - 15th/16th Sep 2025

[AlexBob @RealAlexBob]

$PONS DID WHAT $PUMP COULDN'T

Sept 15: $PAID launches on pump[.]fun
Launch a meme. Point the fees at any X acc
↓
PAID hits ~$37M
↓
Nikita Bier replies: no opt out. Anyone could tag you, farm the name, and send you money you never agreed to take
Market read it as a hack, not a product
↓
$37M → $7.3M

Then PAID moved to PONS:

- @UsePaid: $1.44M already sent to X Money users
- $14M → $50M in a few hours

On Pons this is native. Fees claimed onchain
80% to the tagged account in dollars via X Money
20% buys and burns PAID

PONS already flipped PUMP on peak daily fees and sits on a hot RH Chain

PUMP gave the hype. PONS gave the infra

[Cohasset @CohassetRey]

$PONS IS BIGGER THAN A “V3 SOON” TRADE.

Most people are looking at Hood Summit and waiting for one big announcement.

That’s not the real reason to care.

@ponsdotfamily is building the part that matters after the hype: launches that graduate into locked Uniswap v4 liquidity and can keep paying holders from trading fees.

That is a completely different game.

That gives good tokens a reason to stay alive after the first pump.

I’m still fucking bullish on $PONS.

[The Gentleman @byTheGentleman]

robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 JUST FLIPPED UNISWAP IN REVENUE.

@ponsdotfamily is now #21 across all of crypto on DefiLlama's 24H revenue leaderboard.

Above Uniswap. Above Jupiter. And already knocking on the top 20.

Over the last 7 days it generated ~$2.32M in revenue.

Over the last 30 days: ~$25.4M.

This is now the biggest revenue machine on Robinhood Chain.

And their next product isn't even live yet.

Hold robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571

[ganymede @ganymede_0x]

I think $PONS runs into rh summit alongside $CASHCAT and $AI

[Cohasset @CohassetRey]

THE robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 DIP HAS A FUNNY SIDE EFFECT.

~200K robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 was bought and burned over the last 24 hours, worth roughly $126K.

And there’s still around $2.4M sitting there to be deployed into buybacks.

At ~$0.61 per robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571, that’s enough to buy roughly 3.9M more tokens at current prices, or another ~0.39% of the original supply.

So yeah, keep selling if you want.

The cheaper robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 gets, the more supply the same buyback money can delete.

I fucking love this mechanic.

[that1618guy @that1618guy]

$PONS revenue continues to base out after that incredible run up in early September

token price continues to show resilience around the 0.5-0.6+ levels which is very encouraging

with attention on RH eco the next week and Ozzy hinting at some new stuff being built + PONS v3, i think these numbers can easily pick right back up

rn the market is still pretty hopeful that revenue will climb back based on the xRev chart. so the bet here is no longer the market underpricing a revenue resurgence, but rather a bet that PONS revenue inflect higher. xRev current read is 3.60 and has been climbing up ever since revenue started its decline

the risks here are flipped as well

if revenue doesnt pick up, xRev multiple should fall and because xRev = mcap/rev, and revenue has already fallen down while price stayed elevated, price should be the one that drags xRev back down to earth

as of now, the market is currently pricing that PONS start to see higher revenue numbers. lets see if the market is right

[Cohasset @CohassetRey]

BUT $PONS IS FIRST!

$PONS IS ABOUT TO PAY USERS.

@MEADGod says that starting next week anyone will be able to deposit into Pons pools through a new Vault and earn extra yield on top of the existing V4 hook.

His example was $ORBIO.

So instead of just holding your favorite Pons coin, you’ll be able to put it into liquidity and get paid while the pool trades around you.

I fucking love this direction.

@ponsdotfamily started as a place to launch coins.

Now it’s slowly giving people reasons to keep their money inside.

[ProMint @ProMint_X]

Passive Income for Pons Users

Nobody noticed this

@MEADGod teased a new V4 hook feature

You deposit tokens into the pool, and the hook constantly trades with them buying low and selling high on small price fluctuations

You get tokenized stocks or tokens passively through this auto-arbitrage

[ryan mitchelmore #Bitcoin @RyanMitchelmore]

@MEADGod

[ryan mitchelmore #Bitcoin @RyanMitchelmore]

@byTheGentleman

[David @david_eng_mba]

$BTC: THE $85K WALL IS ABOUT TO CHANGE.

Bitcoin: $84,376

Tomorrow, 51.8% of modeled gross gamma expires.

Right now:

• $85K = max-gamma strike
• Dealer GEX proxy: −$327M
• $90K call concentration: 29,003 contracts

If tomorrow’s positions simply disappear rather than roll, modeled GEX falls to roughly −$191M.

That matters.

The expiry removes both part of the $85K pin and part of the gamma fuel.

So the next move still needs a spark: real spot buying.

But if demand pushes BTC through $85K after the reset, the market structure above it gets very interesting:

$90K → $95K → $100K

The derivatives market can amplify a move.

It cannot create the demand that starts it.

[Richard Hsu | LP Guy @richardnhsu]

There’s the Robinhood summit in a few days with a bunch of hedge funds attending.

robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 will be shilled because it’s their top revenue producing dapp.

PONS pumping will full send a ton of RH eco coins.

My biggest bets are on robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791 and up-2:native.

@deltaliquidity will dominate trenches because DLMMs are designed to do that.

@uponrh will capture a lot of revenue from large caps eco coins and majors.

Might be the last chance to get in cheap here imo.

My bags got me feeling like:

[ryan mitchelmore #Bitcoin @RyanMitchelmore]

It time to take notice

[LB @lbexplorer]

$PONS just printed its highest revenue generating hour ever.

Over $150K in revenue in a single hour.

Insane numbers.

[ryan mitchelmore #Bitcoin @RyanMitchelmore]

@RealAlexBob I agree and have recently bought a sizeable chunk to hold for long term. Add me to the diamond hands PONS hodler

[ryan mitchelmore #Bitcoin @RyanMitchelmore]

Congratulations & great to see another crypto first milestone. Always had brilliant service from Ledn team.

[Ledn @hodlwithLedn]

Ledn has issued the first investment grade-rated bitcoin-backed ABS in the digital asset industry.

The senior notes under the offering were rated BBB- by S&P. Plus, the ABS has been 2x oversubscribed, with institutional demand exceeding the $188 million offering size.

This is the first time a major global rating agency has provided independent, institutional validation of a digital asset lending portfolio.

Learn more: https://t.co/NqXq9UVeZH

[Cassian @ConvexDispatch]

https://t.co/eXFaU2QXpL

[Marty Bent @MartyBent]

Bitcoin's medium of exchange infrastructure has spent the last year climbing the "Wall of Worry". Everybody is negative on the use case because of treasury companies and perceived inadequacies.

However in the last year:

- Lightning channel capacity hit a new all time high
- @Square rolled out bitcoin payments to 4m sellers
- @arkade_os launched to improve payment UX
- Spark has taken off
- Wallets like the @BullBitcoin_ wallet have found good use cases for the Liquid network
- Chaumian mints have flourished and innovated on offline bitcoin payments, just look at Bitchat
- @moneydevkit is making it trivial for vibe coders to implement bitcoin payments within their apps
- @rumblevideo and @tether released their wallet, exposing millions of users to bitcoin tipping
- @speedwallet rolled out bitcoin payments for @SteaknShake
- Nostr has proven that zapping content has product-market fit
- @primal_app and @fountain_app live stream zapping capabilities provide a better creator UX than Kick and Twitch
- many more developments I'm missing

Fade the FUD. Bitcoin is money and it is getting stronger as money every single day.

[Gareth Jenkinson @gazza_jenks]

Last year, @jack launched #Bitchat, a bluetooth p2p encrypted messaging app. Now, it's leading a revolution in Uganda 🇺🇬

I doubt Dorsey would have thought Bitchat could help Ugandans contest the 38-year presidency (dictatorship) of Yoweri Museveni.

Here's why <1M people are using Bitchat ahead of the 2026 Uganda elections 👇

Bitchat allows people to communicate without relying on internet or mobile connectivity.

Why does that matter? Because the Ugandan government has previously cut off internet access during the past two elections, limiting the spread of accurate information and communication during voting.

@rkbaggs and I had a fascinating conversation with Ugandan Bitcoin advocate @BrindonMwiine, who has personally used Bitchat in recent months.

As Mwiine explains, Bitchat will allow Ugandan's to continue communicating during the 2026 elections, even if the current administration limits internet and mobile usage.

This is the reason why peer-to-peer, freedom tech like Bitchat, Bitcoin, Nostr and Signal matter. When governments actively surveil and censor, we still have an opt-out.

Share widely. Uganda is using p2p tech in a revolutionary way in real time.

Cc @callebtc @paoloardoino @giacomozucco @JoeNakamoto @HEBobiwine