AlexBob

Crypto degen | JPEG enjoyer | AI enthusiast

[AlexBob @RealAlexBob]

$PONS REVENUE COMEBACK

Revenue volatility is over - prints bounced from the lows

Price followed - PONS pumped to ~$0.67 (~$460M FDV)

Fresh events:

> @RobinhoodCrypto posted that something's coming to stock tokens
> PONS V3 upgrade
> RH listing chatter heating up

Imo PONS looks ready to print a new ATH and run at 1B

Don't see another path for the main platform on this cycle’s leading chain

I'm PONS bullish

[AlexBob @RealAlexBob]

$PONS ON BYBIT. WHAT'S NEXT?

PONS is already listed on OKX, Binance Alpha, HL perps and most CEX spots

More listings → more liquidity → bullish

Still, I’d rather look at what happens inside the PONS eco

PONS turned utility tokens like $SHROOM, $ORBIO and $INDEX into base pairs for upcoming launches

They are no longer only projects deployed on PONS. They are becoming part of the liquidity layer

Upcoming top CEX listings are only a matter of time
New meta incoming. That’s the point

[AlexBob @RealAlexBob]

$PONS LAUNCHES RUN IN $INDEX

PONS didn’t just list INDEX as a pair

Launch against INDEX - the whole market runs in INDEX:

- Buys happen in INDEX
- Sells settle back into INDEX
- Liquidity sits against INDEX
- Creators get paid in INDEX

Creators can route fees into INDEX treasuries and buy stocks for holders

That’s the loop:

- @ponsdotfamily makes the markets and the volume
- @TheIndexFi turns that volume into stock rewards

Before, rewards mostly came from INDEX trading
Now every new PONS launch can feed that too

Meme launches and tokenized stocks got wired together

PONS makes the volume → INDEX converts it into rewards

[AlexBob @RealAlexBob]

$PONS 正在做新叙事：实用代币，不是纯 Meme

@ponsdotfamily 上已经毕业的头部项目：

$ORBIO：AI 市场。交易手续费会换成 OpenRouter 额度，持有人可以直接拿去跑模型。

$SHROOM：Robinhood 上代币化股票的流动性层。手续费用来回购并销毁代币。

$ZZZ：自主 AI 协议的通行证。持有人拿额度、投票，并和代理协作。

$DELTA：给 Pons 毕业项目做流动性，并从自己管理的池子里收手续费。

$BOW：Robinhood Chain 的信贷层。可以用代币化股票、RWA、加密资产和 Meme 抵押借 USDG。质押 BOW 能分协议收入、贷款更便宜，还能加收益。

这些不是先发 Meme、再假装有用的盘子。
是真产品：用 PONS 发币、做流动性、找第一批市场。
PONS 已经证明自己能把 Meme 打出去。
下一步是真实产品。

对了，听说亚洲这边也看好 RH 生态，尤其是 PONS。我也是。
我是 alexbob，平时写加密 degen，最近主更 RH meta。认识一下。

[AlexBob @RealAlexBob]

@AnonVee_ PONSILLION SOON

[AlexBob @RealAlexBob]

$PONS MASSIVE BUYBACKS ARE FAKE?

Holders Revenue = 1/3 Revenue → 80% buyback is scam

FUD ignores how the cash arrives

Fees are claimed manually via multisig, so cash sits idle. TWAP buys light until a mass claim hits - then they burn above 80%

DefiLlama looks choppy day to day. Over time it still tracks 80%

Team’s moving claims on-chain. Automation is next

Don't fade what you don't understand

[AlexBob @RealAlexBob]

@sullyfromDeets +$100M already paid to creators
Fees now land in stocks
Uniswap bought PONS
Holders still growing on the revenue dip

I'm so bullish

[AlexBob @RealAlexBob]

$PONS BECOMES MORE THAN LAUNCHPAD

RH put tokenized stocks onchain. PONS turned that into a launchpad where the quote asset actually matters

Peak it was eating 60–80% of launch flow on the chain. Creators already got paid +$104M

V2 is the unlock

You can launch against:

- ETH
- USDG
- Stocks
- RWAs
- ETFs

Launch vs NVDA → pair is NVDA, fees hit in NVDA. After graduation, LP goes to the matching Uniswap V4 pool

That’s the edge. Anyone can copy a launch button. Paying creators in NVDA is harder to fake

Memes were V1. Next is launching against RH stocks

[AlexBob @RealAlexBob]

$PONS + $INDEX - STRONGEST BET ON RH

Pons can now launch tokens against custom assets, including RH stocks

New meta:

- AI meme vs an AI basket
- Chip meme vs semis
- Tech meme vs Mag 7

Blend listed the other side: Mag 7, AI, chips, stock + meme baskets

PONS creates the speculation
INDEX turns it into stock exposure

Launch fees go into PONS buybacks
Index fees buy stock tokens for holders

@MEADGod is already in @TheIndexFi threads hinting at a collab

PONS fees are slipping and need a catalyst

The timing with INDEX is too clean to ignore

[AlexBob @RealAlexBob]

INTERVIEW WITH $PONS FOUNDER

@MEADGod on MCG:

> $13.5B volume in 2 months. Ozzy puts the pace next to early SushiSwap and OpenAI

> After they whitelisted $DJT, the thin stock pair ripped $8 → $180. Now liquid pairs only, no weekend listings

> Ozzy was pissed Uniswap launched its own pad while Pons was already feeding them v3 volume. Settled it in DMs, moved to v4 hooks, got Hayden + Uniswap marketing support. Uniswap Labs bought PONS

> In Pons v2, hooks instantly swap creators’ cut into the pair’s base asset (stock, ETH, USDG) instead of their own token. Creators have already printed +$125M. ~31% of PONS already burned. Fees split 80/20 into buybacks

Next:

- New web app with invites
- iOS app
- token launches from iMessage + TG
- Pons v3 with custom LP hooks

Thesis:

Robinhood isn't just RWAs. Next meta is TradFi retail + ETH memes. Pons can run both

PONS isn't only riding its own narrative. It already sits on RH volume. Chain grows, flow hits Pons

[AlexBob @RealAlexBob]

@Lgk007 @MEADGod tba

[AlexBob @RealAlexBob]

INTERVIEW WITH $PONS FOUNDER

@MEADGod on MCG:

> $13.5B volume in 2 months. Ozzy puts the pace next to early SushiSwap and OpenAI

> After they whitelisted $DJT, the thin stock pair ripped $8 → $180. Now liquid pairs only, no weekend listings

> Ozzy was pissed Uniswap launched its own pad while Pons was already feeding them v3 volume. Settled it in DMs, moved to v4 hooks, got Hayden + Uniswap marketing support. Uniswap Labs bought PONS

> In Pons v2, hooks instantly swap creators’ cut into the pair’s base asset (stock, ETH, USDG) instead of their own token. Creators have already printed +$125M. ~31% of PONS already burned. Fees split 80/20 into buybacks

Next:

- New web app with invites
- iOS app
- token launches from iMessage + TG
- Pons v3 with custom LP hooks

Thesis:

Robinhood isn't just RWAs. Next meta is TradFi retail + ETH memes. Pons can run both

PONS isn't only riding its own narrative. It already sits on RH volume. Chain grows, flow hits Pons

[AlexBob @RealAlexBob]

$PONS REVENUE IS DROPPING. WHAT'S NEXT?

First real test - was the demand real or just Robinhood launch hype

Focus:

> buyback + burn decentralized. Fires every 15 min, anyone can trigger it. PONS gets burned automatically

> revenue peak ~$2M. Yesterday $406K. Today $132K so far, pace ~$265K

> 133K PONS burned today. Yesterday: 300K. Fee escrow is $1.1M, +$500K yesterday. If price dumps, burns can pick up

> holders still growing on the dump: +482 in 24h. Avg hold ~$4.5K. Onchain holders already ~100K

> PONS is on Binance, HL perps, most CEX spots + OKX. Still out-earns a bunch of $1B+ names daily. Wintermute, GSR, Cumberland in

No ATH. No partnership
Revenue stops the bleed
Then valuation follows

[AlexBob @RealAlexBob]

BULLISH NEWS ABOUT $PONS

PONS is launching a new meta and changing what tokens are launched against

Used to be simple: meme vs stocks. Works for some stories but not for most. If it’s not about blue chips, the pair feels off and the niche just doesn’t buy it

What’s new:

- @ponsdotfamily listed $ORBIO and $SHROOM as pair assets. Not stocks. Family tokens

- @TheIndexFi is pushing onchain ETF/Blend, that’s the next layer

Pons already has SPY, QQQ, stocks, BTC, and RWAs.
2 moves from here:

- meme vs meme
- meme vs S&P 500/QQQ/custom basket

A better pair → a clearer story → more conviction → bigger run
Fees go to the protocol, creators earn in the asset they’re trading against, and PONS is the flywheel: fee → buyback → burn

Buyback isn’t a team button. Burns are regular, the trigger is public.

Stock pairs were an experiment
Family cross-pairs are live
ETF pairs would be the next layer

It’s a new launch format

[AlexBob @RealAlexBob]

BULLISH NEWS ABOUT $PONS

PONS is launching a new meta and changing what tokens are launched against

Used to be simple: meme vs stocks. Works for some stories but not for most. If it’s not about blue chips, the pair feels off and the niche just doesn’t buy it

What’s new:

- @ponsdotfamily listed $ORBIO and $SHROOM as pair assets. Not stocks. Family tokens

- @TheIndexFi is pushing onchain ETF/Blend, that’s the next layer

Pons already has SPY, QQQ, stocks, BTC, and RWAs.
2 moves from here:

- meme vs meme
- meme vs S&P 500/QQQ/custom basket

A better pair → a clearer story → more conviction → bigger run
Fees go to the protocol, creators earn in the asset they’re trading against, and PONS is the flywheel: fee → buyback → burn

Buyback isn’t a team button. Burns are regular, the trigger is public.

Stock pairs were an experiment
Family cross-pairs are live
ETF pairs would be the next layer

It’s a new launch format

[AlexBob @RealAlexBob]

$PONS IS THE MOST INTERESTING RH TOKEN NOW

Not because CT is screaming almost 1b again.
Because the Robinhood meta cooled off, PONS revenue is down ~77% from ATH, and it’s been sliding for three days.
This is the real test

For a meme launchpad, a revenue reset is normal

Why I’m still bullish:

> In August, Pons already had a similar activity fade. Flow came back, and PONS almost ran to a $1B market cap. Token is around $0.62 now while revenue is resetting from the highs. Price ate the cooldown before revenue did

> Look at who is sitting in the book:
- Wintermute ~17.4M
- Cumberland ~17.1M
- GSR ~755k
- Fourth wallet ~3.55M. Not confirmed MM, but it doesn’t trade like a random whale

Only real issue: buybacks still aren’t automatic. ~$1.4M is sitting pending.
Manual switch = flywheel still depends on the team

PONS already survived the easy part: explosive launch, record fees, CT attention, almost 1B MC. Now we find out if the flywheel still works when the meta goes quiet

If revenue stabilizes here and buybacks start hitting the tape again, this dip will look obvious later

[AlexBob @RealAlexBob]

NFT BULLRUN ON ZEC

Fomo after @zec_bit and @zksnarks_?

Here is the list of upcoming NFTs on zcash:

1. @BITFOOTS_
- supply 303
- price $5 in zec, data TBA
- apply.bitfoots[.]xyz

2. @zaddrnet
- supply 2,800
- price 0.02 zec, data 21 september
- zaddr[.]net/apply

3. @Zeccatnft
- supply 3,333
- price & mint TBA
- zeccat[.]com

4. @CypherSquadZec
- supply 6,000
- price free, data TBA
- cyphersquad[.]cc

5. @zecfrogs
- supply 6,969
- price free, data 21 september
- zecfrogs[.]xyz

6. @zecvisions
- supply TBA
- price & mint TBA
- zecvision[.]com

ZEC NFTs are cooking
Don't miss the ride

p.s
use @CryptoRubic to bridge ZEC

[AlexBob @RealAlexBob]

ZCASH - NEXT ROBINHOOD?

I'm very bullish on ZEC and not because it costs nearly like ETH lol

Also @tyler (who built the Gemini exchange and whose Facebook idea Zuckerberg stole) mentioned them at a CFTC hearing

imo next local bullmarket will be here

quick instruction:

> Wallet - @zodl_app
> Bridge - @CryptoRubic
> Launchpad + Terminal - @SHLDdotfun
> NFT marketplace - @zec_bit

Don't miss next NFTs (after zec_bit & ZKsnarks):

>@zecfrogs - 6969 frogs, +5000 applications

>@zaddrnet - 2800 pixelated JPEGs looking like broker

Tokens:

1. $ZECAT - first OG memecoin trading on ZEC. Culture/mascot

2. $ZCAT - launched through StonkFun. The idea is simple:
- ZEC-paired
- 3% fee
- The fee is used to buy ZEC and distribute it to ZCAT holders
Basically INDEX, but with ZEC exposure

3. $TACZ - also ZEC-paired, the strategy is to distribute ZCAT to holders instead of ZEC. In short, they’re trying to build a flywheel

can ZEC actually be the next Robinhood?

[AlexBob @RealAlexBob]

@Yamahatenera660 +vibe

[AlexBob @RealAlexBob]

@minarafun is scamming its users

First the community built $MINARA around the cat from their own discord and people thought it was the platform token
The team stayed silent while volume was printing and then suddenly said that it was community token, not connected to minara[.]fun
After that came the dump and fud

After that official account posted $CIRCLED CA
Deleted it
And acted like they just supported a meme movement lol

This is not miscomm. This is using the community as exit liquidity.
Arc already had this circus with the mascots - $DUKE & $BIRDIE
Now the same play is on the Circle-backed launchpad.

Stay away from this platform
Don’t be the exit

[AlexBob @RealAlexBob]

MINARA.SCAM

Unofficial token $MINARA appeared, pumped to a $6M market cap, and the official accounts @minarafun and @minara stayed silent LOL

They couldn’t help but notice him - #1 token on minara[.]fun

24 hours later they finally posted that it has nothing to do with them. By then the chart had already dumped to $1M

They just didn’t care enough to say anything until the damage was done

They cooked people

Be careful, frens

[AlexBob @RealAlexBob]

@blurnplay @CatalystMkts_ Breath of fresh air after all the same opinion/predict slop and other junk on sidechains

[AlexBob @RealAlexBob]

@Yamahatenera660 Looks mint

[AlexBob @RealAlexBob]

$PONS IS THE MOST INTERESTING RH TOKEN NOW

Not because CT is screaming almost 1b again.
Because the Robinhood meta cooled off, PONS revenue is down ~77% from ATH, and it’s been sliding for three days.
This is the real test

For a meme launchpad, a revenue reset is normal

Why I’m still bullish:

> In August, Pons already had a similar activity fade. Flow came back, and PONS almost ran to a $1B market cap. Token is around $0.62 now while revenue is resetting from the highs. Price ate the cooldown before revenue did

> Look at who is sitting in the book:
- Wintermute ~17.4M
- Cumberland ~17.1M
- GSR ~755k
- Fourth wallet ~3.55M. Not confirmed MM, but it doesn’t trade like a random whale

Only real issue: buybacks still aren’t automatic. ~$1.4M is sitting pending.
Manual switch = flywheel still depends on the team

PONS already survived the easy part: explosive launch, record fees, CT attention, almost 1B MC. Now we find out if the flywheel still works when the meta goes quiet

If revenue stabilizes here and buybacks start hitting the tape again, this dip will look obvious later

[AlexBob @RealAlexBob]

@Lennartup @arc @aeroxyz Yeah, the lunch isn’t free. If emissions > fees, holders are subsidizing LPs

On Arc that looks like customer acquisition, not a forever model. If volume stays after the boosts get cut, the dilution paid off. If it doesn’t, you’re right