Marco

[Marco @marcocutepoodle]

This is the part people are missing.

$PONS isn’t just pumping because Robinhood Chain is hot.

The platform is generating REAL revenue, that revenue creates REAL buybacks, the buybacks reduce supply, and meanwhile PONS is actually GAINING market share.

That’s a completely different setup from a token running purely on narrative.

If Robinhood Chain keeps growing and PONS maintains anything close to this level of dominance, the question isn’t whether $PONS has already pumped too much.

The real question is:

How much is the dominant launchpad of a potentially massive new onchain ecosystem actually worth?

Markets don’t care where you came from.

They care about where the cash flows are going.

And right now, the numbers are making the bull case for $PONS louder than CT ever could. 🫡

LOCK IN. @theunipcs

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

$PONS revenue has almost DOUBLED since my last post btw

it has done $1.3M-$2M+ in DAILY revenue for most of the past week

and it hasn't had a SINGLE day below $1.1M in revenue over the last 7 days

let that sink in

but here's the part i think the market is massively underestimating:

THE BUYBACK

the $PONS buyback wallet now has almost $3M READY TO TWAP INTO $PONS

and it's being replenished from fees faster than it can currently be exhausted

this is an absolutely INSANE amount of organic buy pressure

and until now, it was difficult to track because the data wasn't readily available

so i suggested to @MEADGod that he put the buyback data directly on the analytics page

the man literally made it happen in minutes

what a chad! 🫡

you can now see the BUYBACK WALLET yourself on the Pons analytics page:

https://t.co/XWwAi8hURz

100% of the fees you see there go towards $PONS buys/burns

and there are TWO other things here that i think the market is seriously sleeping on:

1. $PONS' ACTUAL MARKET CAP IS MUCH LOWER THAN THE FDV MAKES IT LOOK

price at the time of writing is $0.736

everyone looks at the $0.736 FDV price and thinks:

'$736M market cap'

WRONG!

~30% of the $PONS supply has ALREADY been bought and burned through fees since launch

which means the actual market cap at this price is closer to $515M

you're getting THE dominant launchpad on Robinhood chain at roughly a $515M actual market cap

think about that

2. PONS IS NOW CEMENTED AS THE LAUNCHPAD OF ROBINHOOD CHAIN

and it's not even close

the meme/stock meta has been THE biggest trend on Robinhood chain over the past week

so you'd naturally expect PONS' market share to get diluted

instead:

PONS MARKET SHARE HIT AN ATH OF 80% YESTERDAY!

it's been sitting around 75%-80% for most of the past week

AND:

Pons also hit an ATH of 28,560 TOKENS launched on the platform IN ONE DAY last week Saturday

27.6K new launches happened on the platform in the LAST 24 HOURS

even as Robinhood chain cools off slightly after its recent parabolic move

read that again

the chain cools off

PONS dominance goes to ATH

token launches go to ATH

revenue stays above $1.1M/day

buyback wallet approaches $3M and is being topped up at a much faster rate than it's getting depleted

and this is happening RIGHT as the market is finally waking up to the fact that Robinhood chain could be THE CHAIN OF THIS CYCLE

just before the bull run fully IGNITES

so what do you actually have here?

-> exploding Robinhood chain growth
-> an increasingly dominant PONS
-> $1M-$2M+ daily revenue
-> $3M of buyback ammunition
-> 30% of supply already burned
-> no VC unlock overhang
-> a cult-like early community

that is an absolutely ridiculous setup

and IMO the closest comparable is obviously $PUMP

and plenty of people already (and rightly, btw!) think PUMP is insanely undervalued by crypto standards

so i've been asking everyone who tells me:

'but why would i buy $PONS after it has already pumped so much?'

one simple question:

'if you were given another opportunity to buy $PUMP at a $500M market cap, would you?'

the answer is usually YES

except $PONS arguably has an even better setup

-> no VC unlocks
-> no massive supply overhang
-> an organic cult community that got in early and desperately wants the project to win
-> and the first onchain PvE environment that is literally being fueled by the platform itself

and here's the funniest part:

while crypto twitter is obsessing over how many X $PONS has already done

my tradfi quant is telling me his tradfi network is starting to catch FOMO

they're not asking how many X it already did

they're waiting for an opportunity to SIZE INTO $PONS

that's the difference between chasing a pump

and recognizing a fundamental repricing

i genuinely think $PONS might be THE TRADE OF THE CYCLE

and my bet is simple:

dips continue getting aggressively bought

until $PONS is trading in the BILLIONS

where i believe it belongs

LOCK IN!

[Shí Bā Bro @SevenElevenCat]

Original CCTV footage of where this story all began. From thief to having his own IP & becoming mascot for over 1,100 7/11 locations back by DFI.

https://t.co/LV4AKYLtDj

[Shí Bā Bro @SevenElevenCat]

Stealing stuff, eating snacks, being a cat...🐈‍⬛

EighteenBro really has so many identities. 😼🎩
#18bro #HongKong #crypto

[Shí Bā Bro @SevenElevenCat]

🐈‍⬛🔥 香港最近正在爆紅的黑貓「十八Bro」

如果你還沒聽過「十八Bro」，現在可能就是最早期的時候。

這隻黑貓在香港的故事正在慢慢變成一個真正具有 IP 潛力 的網路現象，而不只是普通的 Meme。

🇭🇰 香港本地故事
🐈‍⬛ 黑貓文化與社群
🛍️ Merchandise / 商品化潛力
🤝 未來合作與聯名可能性
🌎 亞洲 → 全球的病毒式傳播潛力

更瘋狂的是，$18BRO 目前的市值仍然非常低，但持幣者和社群正在持續成長。

這種項目最重要的不是現在有多大，而是：

「如果這個故事真的開始在香港爆紅，然後傳到亞洲其他地區，最後進入西方市場呢？」

一個有故事、有角色、有文化背景、又有 Meme 傳播能力的黑貓，確實具備成為大型網路 IP 的條件。

🔥 市值低
🔥 社群正在成長
🔥 強勢持幣者
🔥 香港本地故事
🔥 Merchandise / IP 潛力
🔥 全球 Meme 傳播潛力

$18BRO 目前可能還只是故事的早期階段。

香港 → 亞洲 → 全球 🌎

CA：
0xccfbcd3bf85d8657a6bbd10b8c81c99f13207777

#18BRO #十八Bro #香港 #黑貓 #MemeCoin #Crypto #BSC

[Shí Bā Bro @SevenElevenCat]

0xccfbcd3bf85d8657a6bbd10b8c81c99f13207777

[Shí Bā Bro @SevenElevenCat]

0xccfbcd3bf85d8657a6bbd10b8c81c99f13207777

[Shí Bā Bro @SevenElevenCat]

18bro the black cat, going viral in Hong Kong for stealing a bag a chips. Became 7/11 mascot for over 1,100 locations. Merchandise coming soon.

0xccfbcd3bf85d8657a6bbd10b8c81c99f13207777

🚀🚀

[Marco @marcocutepoodle]

@theunipcs @BlaizBlair_001 https://t.co/ChKw1gxiTS

Please adopt and shelter this cat that is being hunted down all across Hong Kong.

[Marco @marcocutepoodle]

@theunipcs @MoralCrane https://t.co/ChKw1gxiTS

Please adopt and shelter this cat that is being hunted down all across Hong Kong.

[Marco @marcocutepoodle]

@theunipcs @TEMMYKROOZ https://t.co/ChKw1gxiTS

Please adopt and shelter this cat that is being hunted down all across Hong Kong.

[Marco @marcocutepoodle]

@theunipcs Please adopt and shelter this cat that is being hunted down all across Hong Kong.

[Marco @marcocutepoodle]

@theunipcs @solsocietydave @dfwzeus @Evothegambler @0xblaqdice

Please adopt and shelter this cat that is being hunted down all across Hong Kong.

[Marco @marcocutepoodle]

@theunipcs @luckyGinn @0xL1Maxi @0xblaqdice Please adopt and shelter this cat that is being hunted down all across Hong Kong. @SevenElevenCat

[Marco @marcocutepoodle]

@theunipcs @0xMerp 1 potato’s snack. And 1 wanted blackcat.

Please adopt and shelter this cat that is being hunted down all across Hong Kong.

[Marco @marcocutepoodle]

@theunipcs @0xblaqdice @faithfulman Please adopt and shelter this cat that is being hunted down all across Hong Kong. @SevenElevenCat

[Marco @marcocutepoodle]

@theunipcs Please adopt and shelter this cat that is being hunted down all across Hong Kong. @SevenElevenCat

[Marco @marcocutepoodle]

@theunipcs @0xblaqdice @faithfulman

[Marco @marcocutepoodle]

@theunipcs @solsocietydave @dfwzeus @Evothegambler @0xblaqdice I got to you, bro!

Could you post a notice to help me find the black cat that stole french fries from the 7-Eleven in Hong Kong? His name 18bro.

[Marco @marcocutepoodle]

@theunipcs @0xblaqdice Could you post a notice to help me find the black cat that stole french fries from the 7-Eleven in Hong Kong? His name 18bro.

[Marco @marcocutepoodle]

@theunipcs @0xblaqdice @faithfulman Could you post a notice to help me find the black cat that stole french fries from the 7-Eleven in Hong Kong? His name 18bro.