Coinerhit

Just trying not to get rekt in high-risk markets.

Documenting my journey from the start: insights, data, and live trades.

[Coinerhit @coinerhit]

All these expectations around Arc might crash into harsh reality.

Right now, many are getting ready to jump on the Arc train, hoping that ties with Circle will give the same effect as Robinhood Chain.

But I think they won’t👇

[Coinerhit @coinerhit]

🇦🇹ATP Kitzbuhel - The Clay Specialist Value

Fade Struff! Jan-Lennard Struff comes off a grueling 3-setter against Shevchenko, while Mariano Navone completely dismantled Muller. #ATP

Navone is 16-10 on clay this season and leads the H2H. Struff’s serve won't be enough against Navone’s lethal baseline depth in these conditions.

Smart Polymarket plays:
My Play: Mariano Navone Moneyline $0.63

Navone moves to the quarterfinals comfortably.
$ANSEM

[Coinerhit @coinerhit]

🇦🇹ATP Kitzbuhel - The Clay Specialist Value

Fade Struff! Jan-Lennard Struff comes off a grueling 3-setter against Shevchenko, while Mariano Navone completely dismantled Muller. #ATP

Navone is 16-10 on clay this season and leads the H2H. Struff’s serve won't be enough against Navone’s lethal baseline depth in these conditions.

Smart Polymarket plays:
My Play: Mariano Navone Moneyline $0.63

Navone moves to the quarterfinals comfortably.
$ANSEM

[Coinerhit @coinerhit]

🇦🇹ATP Kitzbuhel - High Altitude Battle

Clash of styles in Kitzbuhel! Arthur Rinderknech’s massive serve thrives in the thin mountain air, but Sebastian Baez owns the baseline rallies. #ATP

Polymarket is pricing this close to 50/50, but value is strictly on the game totals:

Total Games O 22.5 @ $0.55

Expect a tight, three-set grinder!
$ANSEM

[Coinerhit @coinerhit]

🇦🇹ATP Kitzbuhel - High Altitude Battle

Clash of styles in Kitzbuhel! Arthur Rinderknech’s massive serve thrives in the thin mountain air, but Sebastian Baez owns the baseline rallies. #ATP

Polymarket is pricing this close to 50/50, but value is strictly on the game totals:

Total Games O 22.5 @ $0.55

Expect a tight, three-set grinder!
$ANSEM

[Coinerhit @coinerhit]

@ponsdotfamily Do you support the idea behind @ponstrategy $PONSTR?

[Coinerhit @coinerhit]

Bullish on $PONS but just holding the token? You might be missing out on the leverage.

$PONSTR is a "perpetual accumulation machine" that turns trading volume into $PONS dividends + burns its own supply.

A true Strategy Token built on Robinhood Chain:

• 90% of fees ➔ auto-buyback $PONS & drop to holders

• 10% ➔ permanent $PONSTR burn

• 100% immutable & fully trustless

Launched literally 1 day ago (~1k holders) - we are still ridiculously early to this flywheel.

[Coinerhit @coinerhit]

@dylski Did you see $PONSTR?

Thoughts on this?

[Coinerhit @coinerhit]

@ProfessorCornel Next crime

[Coinerhit @coinerhit]

@Aurelius0121 If you’re bullish on $PONS season, you should definitely pay attention to $PONSTR

[Coinerhit @coinerhit]

@lokithebird The meme meta didn't even last a week, interested to see how long NFTs will survive

[Coinerhit @coinerhit]

@cx_00 @Pumpfun Yeah, literally just betting on speculation

[Coinerhit @coinerhit]

$PONSTR could be a catch-up trade for $PONS.

Just remember that @Pumpfun might launch on RH anytime (pure speculation for now), and if it does, Pons is probably going to dump

[Ponstrategy.xyz @ponstrategy]

Our thesis on @ponsdotfamily and why we decided to build a strategy machine to accumulate $PONS.

$PONS is the most undervalued cashflow in crypto
Every cycle, the highest-margin business in crypto is the same one: the launchpad. Not the L1, not the DEX, not the lending market - the machine that mints the tokens. pumpfun proved it at industrial scale, printing ~$74M in fees and ~$28M in revenue in a single 30-day window, and the market rewards it with a $1.95B FDV.

That's the template. Now lets look at what's being ignored on Robinhood Chain.

The numbers nobody has repriced yet
pumpfun, annualized off its current run-rate:

~$900M fees • ~$344M revenue
FDV $1.95B → 2.2x fees, 5.7x revenue
$PONS, five days into existence:

24h fees $496K, first-5-days $2.15M → ~$157M annualized
24h revenue $134K, first-5-days $419K → ~$31M annualized
FDV $30.8M → 0.2x fees, ~1.0x revenue

Same business. Same value-capture design. ~11x cheaper on fees. ~6x cheaper on revenue.

And this isn't a dying franchise priced for decline - it's a protocol that in its first days has already done $404M in cumulative volume, 66,100 launches, 5.3M trades, and 27,600 unique developers, paying $4.12M to creators. That is pumpfun's early curve, compressed into a week.

To simply match pumpfun's revenue multiple - not beat it, match it - $PONS re-rates from $30.8M to ~$175M. Roughly 5.7x on today's run-rate, before a single day of growth. On a fees basis the gap is wider still.

Why the multiple should be higher, not lower
Markets consistently misprice one thing: assets that quietly convert real revenue into token value. That is exactly what $PONS does — the overwhelming majority of protocol revenue is routed straight into $PONS buybacks. At the current run-rate that's roughly $24M/year of structural buy pressure against a $30.8M FDV. If it holds, that is a value-capture ratio in a different league from a launchpad token that just sits there.

Then there's the part pumpfun can never retrofit:

100% community owned. No VC tranche, no team allocation, no cliff unlocks waiting to hit the bid. pumpfun's token carried insider overhang from day one. $PONS has a clean cap table — and in a category defined by who dumps on whom, that is the entire game.

Robinhood Chain distribution. https://t.co/Z9pckKz0St had to manufacture its audience. $PONS is the dominant launchpad on a chain plugged into mainstream, retail-native distribution. Own the liquidity layer, let distribution come to you.

A founder building in the open. @meadgod is shipping the Pons ecosystem publicly - https://t.co/qba5EPJXVj, @ponsdotfamily - with the token, the analytics, and the buyback flows all verifiable onchain rather than promised in a deck.

The market is doing to $PONS what it always does early: pricing a compounding cashflow machine as a toy, one week of data at a time, while the revenue stacks up underneath.

Why $PONSTR exists — and why it matters

If $PONS is the undervalued cashflow, $PONSTR is the leveraged, dividend-bearing vehicle built to compound it. The name is literal. It is to $PONS what MicroStrategy is to Bitcoin: a machine whose only job is to accumulate the underlying and hand the upside to holders.

The mechanics are fixed in code, not vibes:

Every $PONSTR trade pays fees. 90% of those fees market-buy $PONS.

That $PONS is dropped to $PONSTR holders as recurring dividends, roughly once a day.

Every $PONSTR token collected as a fee is burned in full - deflationary forever.

No team allocation. No withdraw function in the contract. The rules live onchain and the treasury cannot be rugged.

Why this matters beyond $PONSTR holders: it manufactures structural, non-speculative, perpetual buy pressure for $PONS. Every trade on the vehicle accumulates the asset. As $PONS appreciates, the treasury — denominated in $PONS — appreciates, the dividends grow, demand for the vehicle grows, and it buys more $PONS. A flywheel bolted onto a flywheel. If you believe $PONS is mispriced, $PONSTR is the compounding expression of that view: an index on the cashflow that also pays you to hold it.

The first $PONS drop is landing soon.

CA : 0x4A76d884Bb9CBbf2138fBe47e99584eB5168DdE2

[Coinerhit @coinerhit]

7/7

The Bottom Line

Robinhood solved the hardest problem in Web3: Distribution.

They built an L2 on Arbitrum Orbit with 100ms blocks, ultra-low fees, and permissionless rails. When TradFi distribution meets frictionless DeFi infrastructure, adoption happens exponentially.

What’s your take on RH Chain?

[Coinerhit @coinerhit]

1/7

The gap between @RobinhoodApp and @RobinhoodCrypto is absurd-and it represents one of the largest asymmetric upside opportunities in crypto right now.

A breakdown of the metrics, the engine under the hood, and why this is a Trojan Horse for retail DeFi 👇

[Coinerhit @coinerhit]

@RobinhoodApp @RobinhoodCrypto @Morpho 6/7

The Nuance & Risks

To be objective:

• RWA adoption is still early ($13M–$50M in Stock Tokens vs $300M+ in stables).

• US regulatory constraints limit Stock Tokens domestically.

• Long-term retention requires shifting users from speculative memes to structured DeFi.

[Coinerhit @coinerhit]

@RobinHubHB @ArrowFinanceio @revertfinance Also worth keeping an eye on @HoodExFi and @RobinvistaApp

Wrote more about it in my post.

https://t.co/KQ4CXjSOdK

[Coinerhit @coinerhit]

Two interesting projects on Robinhood Chain that are still under the radar

1. Robinvista (@RobinvistaApp )

The first DEX on the chain with a strong focus on RWAs and tokenized stocks.

Mechanics: trading fees paid in native ETH, 100% of revenue goes toward buybacks and burns, LPs earn pure ETH yield. Includes a stock aggregator and pro trading terminal.

The team previously launched $VISTA on Ethereum (saw notable growth). Now they’re adapting their experience for Robinhood Chain.

Token: $VISTA (~$566k MCAP)

2. HoodEx Finance (@HoodExFi )

A full infrastructure ecosystem built specifically for the chain:

-Grid bots (spot + stock tokens)
-Perps automation
-Launchpad with bonding curve and burned liquidity

Built natively for Robinhood Chain while also running in parallel on Solana. Active team executing on a phased roadmap.

Token: $HDX (early stage, MCAP still small and growing)

Both projects are examples of teams either bringing experience from other chains or building directly on Robinhood Chain, betting on the potential of tokenized equities and 24/7 RWA trading.

Important:
These early-stage projects are high-risk assets. The market is highly volatile, tokens can drop sharply, rug pulls are possible, liquidity can be low, and you can lose your entire investment.

Always do your own research (DYOR), check the contracts, team, and mechanics carefully. Never invest more than you can afford to lose. This is not financial advice.