The Altconomy

Altcoin research and narratives, minus the fluff.

[The Altconomy @TheAltconomy]

$PONS has 2x since our last post.

4x since our post on 16th August.

Everything about the protocol sits at ATH.

Price ✅
Dex Volume ✅
Revenue & Fees ✅

And I think its still undervalued. Its easily going to $200M next ⌛️

[The Altconomy @TheAltconomy]

The last three days had nearly all altcoins pumping.

$ETH jumped by ~20%
$HYPE jumped by ~25%
$ZEC jumped by ~50%

But no one noticed $PONS jumping by ~100% in the last 12 days.

Not saying I told you so because :

- The fundamentals were there for everyone to see
- The broader market sentiment helped a lot
- RH chain has been growing again, after a small hiccup

What I'm saying is this :

- $48M MC for $PONS is still very less.
- RH has so much more room to grow.

Take your decisions based on your research 🤷

[based.slavic @basedsnipez]

and another try to smash ATH for $PONS

ecosystem is massively cooking

the memes?
in my opinion still undervalued and not priced in

so far $PONS doesn‘t even have RH listing and it‘s not really dipping from the run

theres a reason I said it doesn‘t have competition right now

higher
reminds me of virtuals protocol days on base (we went 1b)

when you are a dominating launchpad on a fresh chain, it can take u far

[The Altconomy @TheAltconomy]

@coinesper It's only going upwards. Been calling it for a long time, great to make bags with you bro 🤝

[The Altconomy @TheAltconomy]

@columbus0x GM brother, how long do you think till we break $82k here?

[The Altconomy @TheAltconomy]

@Okada_DeFi0x @Morpho @ponsdotfamily @virtuals_io @cashcat_token @TheIndexFi The kind of map I was waiting for!

[The Altconomy @TheAltconomy]

Not going to claim genius but $LIT has actually been pumping before the rest of the market did.

It has all the fundamentals right and the timing with @HyperliquidX 's hype is just helping it further.

Still below $1B market cap and has never seen a real bull market before this.

Call me crazy but $LIT will go to $4B market cap in 2027 🤷

[The Altconomy @TheAltconomy]

Open interest on $LIT is multiples of what it was in 2025. Volume is holding. Distribution is exploding.

And the token is still down ~70% from its top.

And that makes @Lighter_xyz one of my biggest bets of 2026👇

➠ The track record

• Did ~$232B volume in the 30 days before its token even launched. That beat Hyperliquid (~$170B) and Aster (~$185B) over the same window
• Hit >$7B daily volume while still invite-only
• Zero fees.
• ZK-verifiable matching and liquidations.
• Top-3 perp DEX through 2026.

➠ Not a random fork

• Founder Vladimir Novakovski is ex-Citadel
• Backers: Founders Fund, a16z, Ribbit, Dragonfly, Haun, Lightspeed, Robinhood Ventures
• $68M raised at ~$1.5B (Nov 2025)
• Serious capital built the rails before retail ever showed up

➠ "But TVL and OI are down"

• TVL off its ~$1.4B peak, now defending ~$500M
• OI cooled from the airdrop frenzy, now grinding back up
• Context: this is happening with ETH down ~40% YTD
• In a bear this ugly, holding a base is the bullish tell, not the red flag

➠ Catalyst #1: Robinhood

• Official perps partner of Robinhood Chain (live July 1)
• 50/50 revenue split, $11M in LIT incentives, 2x points in Robinhood Wallet
• USDG as collateral. Tenev is an advisor
• Robinhood probably has the biggest distribution network in the entire space rn

➠ Catalyst #2: Telegram

• Wallet in Telegram (150M+ registered, inside an app with 1B+) runs perps on Lighter
• Up to 50x on crypto, tokenized stocks, gold, oil
• Two of the largest consumer funnels on earth now route flow to one venue

➠ Vs Hyperliquid

• $HYPE proved the model: real fees + real volume = ~178% YTD to a ~$18B cap while alts died
• $LIT sits at ~$560M cap / ~$2.25B FDV
• Smaller, newer, thinner on depth
• But it holds distribution deals Hyperliquid does not. Hyperliquid has maturity. Lighter has reach.

➠ Sharper tokenomics

• Bought-back LIT now gets burned (first burn ~15.5M, ~6.3% of supply), not just held
• Staking pays ~6% APY from a 250M reserve
• Supply pressure down, reason to hold up

➠ Why "biggest bet of 2026"

• Infra-grade fundamentals
• Two billion-user distribution partners
• A proven HYPE-style playbook to follow
• A sub-$600M cap with room to re-rate

You rarely get all four in one asset, in the same bear.

[The Altconomy @TheAltconomy]

@centurion_38 Pump is going to come soon

[The Altconomy @TheAltconomy]

DEX/CEX has been one of the best performing narratives since the 10th October crash but this week has not been kind to DEX/CEX projects. Only 10 major DEX/CEX projects have had positive returns this week. Let’s see which are those 👇

$SAFE : +47.30%
$HDN : +43.90%
$BLUE : +35.90%
$WBT : +22.30%
$ZRX : +21.20%
$UNI : +19.60%
$WRX : +19.90%
$GT : +17.90%
$JUP : +17.70%
$CRO : +14.00%

[The Altconomy @TheAltconomy]

@OnlyHades_ @ponsdotfamily @_hoodLink_ Hate that I missed it 😭

[The Altconomy @TheAltconomy]

@Web3Niels

[The Altconomy @TheAltconomy]

@viiibe Let it happen @viiibe

[The Altconomy @TheAltconomy]

@aka_gaurang Many projects have had a quite week when everything else was pumping.

$ONDO being one of them - this is going to rip soon!

[The Altconomy @TheAltconomy]

@Deestar Major victory man!

[The Altconomy @TheAltconomy]

@gem_investor 3x in a week with still 4x down from its ATH market cap.

$NPC

[The Altconomy @TheAltconomy]

@MetaGorgonite $PONS was the easiest money to be made after July's RH surge.

Don't know how people miss such winners

[The Altconomy @TheAltconomy]

@Nick_Researcher It's only one way from here - for both RWA volume and Hyperliquid.

[The Altconomy @TheAltconomy]

Why $SOL is still my number 1 bet if I have to put big money into the market right now

- Made a new ATH in every bull cycle.
- 11,000% pump in Q4 2021.
- Pumped 928% in Q4 2023 from $8 to eventually $280 in 2025.
- ~3x below its 2025 high market cap.
- Ecosystem has expanded even more.

[The Altconomy @TheAltconomy]

@HarryTran_RWA This is a great list - both lists actually. @ZeusRWA and yours!

[The Altconomy @TheAltconomy]

@Mrbullemmy Very important to get back to $1M market cap for RMV right now

[The Altconomy @TheAltconomy]

@columbus0x I checked the site, its definitely a cool site.